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Slide 1: Wild Apricot for Professional and Business Associations (Wild Apricot is also used by thousands of other non-profit organizations – charities, clubs, activists organizations, etc. See www.wildapricot.com ) February 2009
Slide 2: Table of contents        Overview Trade-offs Feedback from existing customers Key Functionality Client examples Wild Apricot vs. other solutions Links for more information
Slide 3: Overview
Slide 4: Overview           All-in-one Economical pricing Centralized records On-demand software Ease of use Administration automation Online member engagement and self service Data safety and security Tech support About the vendor
Slide 5: All-in-one  Replaces 7 separate systems by combining: 1. Website hosting including content management tool 2. Centralized database for members, sponsors, other contacts 3. Member self-service portal 4. Event calendar and online registration 5. Online fundraising and online payments 6. Communication and community tools: discussion forums, blog, enewsletters 7. Secure private webpages for members, board, committees  Can also be integrated into an existing website
Slide 6: Economical pricing        Flat monthly fee from $25/month (max. $200/month) No other surcharges (per-transaction, per-record, per-module, per-user) 10% discount for annual subscriptions No long-term contracts, no cancellation fees Free updates included (new features added every 7-10 weeks) Free tech support Full details online: www.wildapricot.com/pricing.aspx
Slide 7: Centralized records       Information flows automatically from website to member database to online member directory to event registration system Centralized data storage shared between all components Saves time spent on keeping records in sync between different functions Up-to-date records are accessible online at any moment Secure remote access by authorized board members, staff and volunteers Can be used from home or office – only needs browser and Internet connection
Slide 8: On-demand software      Instant availability – runs in the web browser No hardware purchase required No software to install Typical time to go live: from a few days to 2-3 weeks (customizing settings, importing database records, copying content) All client accounts are automatically upgraded when new releases are published
Slide 9: Ease of Use     Designed for non-techies Makes it easy to involve volunteers – if they can use Microsoft Word, they can use Wild Apricot Saves money on training Top scores in Idealware review of 8 packages: http://www.idealware.org/articles/low_cost_integrated.php
Slide 10: Administration automation  Replaces typical time-consuming manual administration tasks with automated routines, e.g.:     Online application process, including approval workflow and automatic invoices and receipts for membership applications Sending renewal reminders Processing lapsed memberships Automatically emailing event announcements and reminders  Puts members in charge of updating their own data and processing renewals – via self-service web portal
Slide 11: Online member engagement and self-service  Website comes with built-in tools for online member community:     Member directory (public or member-only) Discussion forum Blog Email newsletter tool  Saves staff and volunteer time & increases member satisfaction with online instant self-service for members:      New applications Contact information and profile updates Event registrations Renewals Online payments
Slide 12: Data safety and security     Automatic daily backups ensure data safety Member list, event registration, etc. can be exported into Excel at any moment Vendor security team monitors security bulletins and updates servers as necessary Product tested and certified on Microsoft Platform http://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx
Slide 13: Tech support  Free tech support  Email support  Online support portal http://Support.wildapricot.com – Response time 1 business day  Toll-free telephone support  Extensive online help database http://Help.wildapricot.com  User community (discussion forums) http://www.wildapricot.com/forums/default.aspx?GroupID=10
Slide 14: About the vendor - Bonasource Inc.    Reliable vendor: est. 2001, references from Fortune 500 companies. See www.bonasource.com Microsoft Gold Certified Partner (top designation) Safe choice: Over 15,000 organizations signed up as of February 2009 (probably #1 by number of clients for small associations and non-profits market) Regular and frequent product updates based on customer feedback (e.g. 10 releases in 2008) see http://help.wildapricot.com/display/DOC/0.+Release+history Current clientele survey results positive (details in the following sections)  
Slide 15: Trade-offs
Slide 16: Trade-offs (and counterpoints)  Ongoing monthly subscription fee  Good value for what it includes (hosting, free tech support, free updates)  Total cost of ownership is lower than other options  Account can be switched to a free ad-supported plan any time, all data stays intact  As a packaged solution, functionality can not be customized to meet 100% of individual needs  Designed for associations and non-profits, so out-of-the-box covers ~75-90% and new features are added every 6-8 weeks based on user feedback  Built-in design templates are nice but on the simpler side  Unique design / look and feel requires investment in web design (offered by third parties, typical cost $1,000-$5,000)  New features are in the works to enhance out of the box design options, scheduled for Q2 2009
Slide 17: Feedback from existing customers Wild Apricot Client Survey December 2008 See more: http://www.scribd.com/doc/10979980/Wild-Apricot-Client-Survey-December-2008 http://www.scribd.com/doc/11402991/What-Aspects-and-Functions-Do-You-Find-the-Most-Useful-and-Why-How-Did-It-Benefit-You
Slide 18: Survey results: Ease of use
Slide 19: Survey results: Technical support
Slide 20: Survey results: Quality and reliability
Slide 21: Survey results: Would you recommend Wild Apricot? 78.8% of Wild Apricot clients give it 8, 9 or 10
Slide 22: Key Functionality
Slide 23: Key Functionality Summary Membership management      Customizable database fields Automation of application workflow and renewals Online payments Member history, search and reports Individual and corporate memberships Website Selection of starting templates Customization tools to personalize look and feel Unlimited numbers of pages, pictures and documents Able to integrate video, photo albums Interactive pages (e.g. online member directory) Event registration Member self-service portal      Online application for new members Renewals Update own profile Event registration at special member price Access member-only web pages Online event calendar Customizable event registration form Event registration report Sends notices, reminders and confirmations automatically Online fundraising Donation form and online payment Donor database, donations report Customizable donation email receipt Online community tools      Blog Discussion forum Member directory E-newsletters Member Groups (e.g. board, committees)
Slide 24: Website Customization  Selection of starting templates  Range of customization capabilities (optional advanced design customization requires help from web designers)  Point and click interface to add interactive components like member directory, event calendar, membership application form, etc.
Slide 25: Website Content Management  Unlimited web pages, document and picture attachments  Easy to update web pages – no tech skills needed
Slide 26: Website Content Management – Page Editing Example
Slide 27: Website Security  Unlimited number of website administrators  Individual logins for each administrator and each member  Granular access control: full / website / membership / events / fundraising
Slide 28: Website Security – Member-only Content Example
Slide 29: Membership Management – Online Payment Options • • Integrated into Wild Apricot website: – Authorize.Net – PayPal Pro (US) Initiated on Wild Apricot and completed on the payment processor website – Paypal Standard – Google Checkout
Slide 30: Membership Management  Multiple membership levels  Unlimited custom membership database fields  Automated application workflow: from online sign-up to online payment to adding a record to your member database to sending a receipt and welcome email
Slide 31: Membership Management – Online Application Example
Slide 32: Member Self-Service  Saves staff and volunteer time by letting members use online self service:       Online application Profile updates Renewals Accessing secure member-only content Event registration Online community participation – discussion forums and blog
Slide 33: Member Self-Service – Member Profile Example
Slide 34: Automate Membership Renewals  Automatically send reminders  Let members renew with online self-service and pay online  See up-to-date picture of membership at any time
Slide 35: Automate Membership Renewals – Member Summary Example
Slide 36: Online Member Directory  Point and click to add searchable member directory to your website  Directory is automatically updated with new member records and updates of existing records in the member database
Slide 37: Online Member Directory – Presenting members to the public
Slide 38: Engage Members Online  Point and click to add a blog page or a discussion forum  Send out email newsletters to all contacts – or a specific subset of records  Let members interact online to energize your community
Slide 39: Engage Members Online – Blog Example
Slide 40: Engage Members Online – Forum Example
Slide 41: Membership Administration and Reporting     See your member database summary instantly at any time Access and update member records Run payments reports Custom reports to analyze membership data
Slide 42: Membership Administration and Reporting – View and Update Member Record Example
Slide 43: Membership Administration and Reporting – Payments Report Example
Slide 44: Event Management     Add unlimited events to event database Events automatically appear on your online calendar page Past events are automatically archived Send event announcements automatically
Slide 45: Event Management – Database of Events Example
Slide 46: Event Management – Event Calendar Example
Slide 47: Event Management – Event Income Report Example
Slide 48: Event Registration  Customize each event registration form  Automatically send event confirmations  Instant online access to current list of registrations
Slide 49: Event Registration – Online Registration Form Example
Slide 50: Event Registration – Online Attendee List Example
Slide 51: Client Examples
Slide 52: Wild Apricot Clients Over 5,000 clients in association space      Professional associations Chambers of commerce Business associations Business networks Homeowners and condo associations
Slide 53: Homepage Online membership application form Member profile page
Slide 54: Homepage Searchable member directory
Slide 55: Event calendar Event list and registration Event details
Slide 56: Wild Apricot vs. Other Solutions
Slide 57: Main Options and examples  On-demand all-in-one software, e.g.  Wild Apricot  MemberClicks  Avectra NetForum  Custom/customized systems, e.g.  IRM Software  Collection of disparate services, e.g.         Website content management: Regular web hosting + FrontPage/Dreamweaver Event registration: EventBrite, Cvent Email newsletters: Outlook, Constant Contact Membership Database: Excel, Access, FileMaker Blog: Typepad Discussion Forums: Yahoo Groups Private websites (for members/board/committees) : Intranets.com Etc.
Slide 58: Wild Apricot vs. Other on-demand all-in-one software  Best way to compare – try out each system on your shortlist (As opposed to scripted demos)  In general, Wild Apricot key advantages vs. similar online systems are:  Easier to use  Lower cost and simpler pricing  Larger client base (which makes the vendor more reliable and also ensures ongoing development of the product)
Slide 59: Wild Apricot vs. Custom vs. Collection of services Category Initial cost license/setup/training How well matches your specific needs Ongoing annual cost (updates, maintenance, support) Technical support Ease of use Ease of setup/customization capabilities Manual work to keep data synchronized and up to date Data safety and security Time to setup and launch Wild Apricot Lowest Typically 75-90% ~$600/year Free Designed for non-techies Custom/customized systems Expensive $$ Up to 90-95% $2000-$5000/year and up Expensive $$ Varies Collection of disparate services Varies, usually not expensive but time consuming Varies Varies Varies Varies, some services might be great, synchronizing them is challenging Varies Huge manual overhead As good as the weakest point (which usually means poor) Weeks to months Easy to customize, Virtually unlimited but expensive substantial capabilities $$ but still restricted None/low None/low Monitored and updated by vendor Days to weeks Varies. Good security costs $$$ Months
Slide 60: For more information:  Free 30-day trial account at WildApricot.com No credit card required, free support, including pre-sales questions Video tutorials: http://help.wildapricot.com/display/DOC/Video+tutorials Client feedback: http://www.wildapricot.com/survey Online help: http://help.wildapricot.com Wild Apricot on TV: http://www.youtube.com/user/wildapricotcom    