Association Management Software: Your Microsoft-Powered AMS
Protech’s powerful association management software (AMS) helps associations fulfill their missions, serve members, and grow their organizations. Protech leverages Microsoft’s most advanced technologies, like Microsoft Dynamics 365 and Microsoft Power BI, to offer associations near-limitless software that integrates seamlessly with the Microsoft ecosystem.
Membership Management (MX)
Personalize member experiences with site customizations and membership portals.
Events, Sponsorships, and Exhibits
Coordinate event management through your AMS to expedite the process.
Education and Certifications
Empower members to take charge and manage their professional development goals.
Fundraising and Donor Management
Drive new revenue with streamlined association fundraising capabilities.
E-Commerce and Payments
Create a branded e-Commerce website for a seamless member experience.
Marketing and Communication
Stimulate member engagement with personalized marketing materials and Microsoft integrations.
Business Intelligence & Analytics
Utilize Microsoft’s Power BI to arm your association with reports and analysis.
Staff Experience and Productivity
Accomplish more with less time and effort with Protech.
Membership Management (MX)
Protech’s AMS creates exceptional member experiences through its single sign-on (SSO) technology, mobile-responsive design, simplified billing, and more. Engage and retain more members by managing every step of the membership lifecycle.
Give members the power to manage their experiences with 24/7 access to their profiles through SSO. Members can independently pay dues, upgrade their plan, shop for merchandise, or register for events, all while reducing your staff’s administrative burden.
Our MX feature empowers you to:
- Build a user-friendly member portal.
- Save time and support member retention.
- Keep members connected through an online experience.
- Engage with members on the go with mobile apps.
- Provide 24/7 access to member information and resources.
- Simplify complex member applications and renewals.
- Easily manage chapters, committees, and rosters.
Learn More About Protech for Member Management
Events, Sponsorships, and Exhibits
Protech’s event management tool provides everything your association needs to plan, set up, and execute events. Track the success of your meetings and conferences, generate non-dues revenue from sponsorships and advertising, and coordinate expo logistics with exhibit and booth management.
Our event management solution will also:
- Simplify meeting setup and registration processes for members and staff.
- Automate event registration, cancellations, and reporting.
- Copy registration, session, and facility details from one event to the next, saving time and boosting productivity.
- Manage exhibitor badges, sponsorship payments, and transactions for booths, badges, miscellaneous products, and cancellation fees.
- Handle complex pricing, such as tiered packages or early bird discounts.
Education and Certifications
Protech’s membership portal helps your members track their certification and accreditation goals. Easily evaluate member engagement metrics to determine which topics spark interest and draw actionable insights from learners.
Protech streamlines professional development tracking by:
- Recording members’ certifications, continuing education (CE) credits, and professional development milestones to create an accurate education history for each member.
- Creating a consistent learning experience through one of our partner learning management systems (LMS).
- Connecting accreditation and certification courses to product sales and meeting sessions.
Fundraising and Donor Management
Support your association’s most important initiatives through streamlined donor management and fundraising processes powered by Protech AMS.
Here are a few ways Protech can help you fundraise:
- Create donor profiles and track interactions with supporters, maximizing opportunities to nurture relationships.
- Make donating easy through recurring gifts, in-kind donations, and fundraising auctions, all without adding to your team’s administrative workload.
- Launch targeted appeals and automatically acknowledge gifts from supporters to build relationships.
- Process invoices manually or automatically to deliver an exceptional and transparent donor experience.
- Automatically track fundraising data and generate custom reports to spot trends and identify opportunities for improvement.
E-Commerce and Payments
Leverage customizable e-Commerce websites to provide members with a convenient online shopping experience.
Protech’s AMS sets up your eStore for success by:
- Providing a polished online storefront, like this example from our client, the Association for Middle Level Education.
- Automating the e-Commerce process to free up staff time.
- Offering special promotions or quantity discounts.
- Calculating shipping costs and taxes in real-time.
- Providing self-service offerings that give members complete control of their online shopping experience and payment plans.
Additionally, use Protech Payments, our built-in, seamless payment solution, to securely collect payments. Protech Payments eliminates the need for multiple financial management systems by accepting and processing international payments, ACH payments, and digital wallet payments, all from your AMS.
Learn More About Protech Payments
Marketing and Communication
Protech’s association management software includes comprehensive marketing software that enables your team to develop memorable communications.
Protech will simplify marketing for your association by:
- Integrating with your association’s marketing automation or email marketing platform.
- Sending emails directly from Microsoft Dynamics 365 to one member or hundreds.
- Creating member segments to send tailored communications to specific member groups based on membership type, behavior, or engagement level.
- Tracking campaign progress, open and click rates, and much more through seamless integrations with platforms like ClickDimensions.
Business Intelligence & Analytics
Protech’s analytics feature, LX 365, is fueled by Microsoft’s Power BI to provide deeper insight into your organization’s member data. Use custom reports and dashboards to make data-driven decisions, maximize revenue, and more:
- Share customized dashboards across your association.
- Bring data to life and track membership trends, event ROI, fundraising performance, and more in real-time reports.
- Turn insight into action through business intelligence.
- Visually assess and explore data without leaving your AMS.
- Craft role-based dashboards for various staff and leadership, helping them make data-backed decisions.
Staff Experience and Productivity
Protech offers a familiar, user-friendly Microsoft UX/UI that improves staff adoption and simplifies training. Our solution’s seamless integration with Outlook, Excel, and Teams means the AMS will effortlessly fit into your team’s day-to-day workflow.
Protech supports staff training and knowledge with:
- The Protech Users Group (PUG), a community of users dedicated to peer learning, feedback, and product updates
- The MX Documentation Site, a searchable database of how-to guides and process documentation designed to assist and empower users at all levels, whether they’re beginners or long-time Protech users
