Managing Your AMS Implementation: Tip #2 Implementation Team

Planning for an AMS implementation can be a huge undertaking and involve a great many staffers in your organization. Here’s a quick tip that can help you plan ahead.

3 figures with conversation bubblesTip #2: Implementation Team

Once you’ve figured out who’s got the biggest stake in the data (Tip #1[LINK THIS]), now it’s time to choose your implementation team. In all likelihood, representatives from several departments will work together to help manage the implementation.


  • Someone with intimate knowledge of your current database
    • As with Tip #1, find out who the person is who is the most knowledgeable about your membership data. Who knows the current system best and can answer questions and anticipate issues.
  • Someone with a clear understanding of operations
    • Find someone who knows the business processes and operations forwards and backwards and understands the smallest details, as well as the big picture.
  • Someone who understands the culture of your association and its relationships
    • Who’s the person who knows the unwritten rules of the associations culture and relationship with members?
  • Someone with upper level management authority
    • Finally, a key implementation team member needs to have the authority to make decisions, answer questions from the vendor(s) and have approval over the various steps of the process.

Tip #3: Staff Involvement.

Joanna Pineda

About Joanna Pineda

Joanna’s business card reads CEO/Chief Troublemaker for a reason. She relishes a challenge and introduces change wherever she goes. She knows anything is possible and that clients come to Matrix to hear "Yes", not "No." Matrix is purple because of Joanna. Staff like to call her JP.

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