In this episode of Reboot IT, host Dave Coriale sits down with DelCorians Gretchen Steenstra and Kelly Gardner to unpack key takeaways from the AMS Fest Selection Bootcamp. They discuss how associations can streamline AMS selection by focusing on high-value areas, why integration planning is critical, and where AI fits into the process. From vendor relationships to the importance of honest conversations, this episode is packed with practical advice for association leaders preparing for technology change.

Themes and Topics:

Smarter AMS Selection

• Focus on requirements that deliver financial value or direct member benefits rather than every possible feature.
• Avoid distractions from low-impact features or niche tools during initial selection.

Integration Planning

• Identify all systems that need to connect with your AMS (LMS, event registration, e-commerce, FMS, etc.).
• Communicate integration needs early, including key data points like member ID and email.

Data Management (Without the Jargon)

• Map your ecosystem of systems and data flows to understand dependencies.
• Use simple language like “data management” instead of intimidating terms like “data governance.”

Stakeholder Engagement

• Build a diverse core team (finance, marketing, membership, education) for balanced input.
• Encourage open and honest communication to avoid knowledge silos and missed requirements.

Writing Requirements

• Understand that requirements are hard to write. Start with workflows and member journeys.
• Clarity and specificity are critical for vendors to configure systems correctly.

The Role of AI

• AI can help summarize RFPs and compare vendor responses—but it should support, not replace, conversations.
• Avoid using AI to shortcut discovery; it can perpetuate legacy processes and miss deeper improvements.