How Automation Can Transform Your Association

Automation reduces the burden of manual tasks to save staff time that can be directed toward higher value work.

Read on to learn what types of processes you could be automating and how to get started with automation today.

​There might be no single change you could make to your association that would transform it more than increasing business process automation. Consider these statistics:

With numbers like these, just imagine how much time automation could free up for your association staff. Automation reduces the burden of manual tasks – saving staff time and effort that can be directed toward higher value work.

Here are a few examples of the types of processes your association could be automating: 

  • Email communications – Create a welcome campaign that’s automatically triggered when a new member joins. The campaign can familiarize the new member with your organization and encourage the new member to take advantage of benefits offered by your association.
  • Membership renewals – Community Brands research found that 13 percent of lapsed members simply forgot to renew. A powerful way to address this issue is to offer an option to automatically renew membership, with the membership fee charged to the member’s credit card.
  • Member guidance – Much like the familiar Amazon-like shopping experience, you can recommend new product purchases based on past behaviors and “what other members like you purchased”. This has the added benefit of increasing your non-dues revenues.
  • Member service – Using chatbots, automate aspects of member service, such as assisting with common questions, to provide immediate response 24/7 and free up staff time. With chatbots intercepting and answering more straightforward questions, the more complex inquiries can be passed to a live agent, who can take time to assist the member and ensure an exceptional experience.
  • Tax processing – Tax processing might not seem exciting when it comes to providing a great member experience. But automating it allows you to reduce manual burden, take human error out of the equation, and save association staff time and effort that can be directed elsewhere toward serving members.

Getting started with process automation for your association
Here are three key considerations to help you increase process automation at your organization:

  • Process analysis. It’s hard to know exactly how much efficiency could be gained through process automation without first understanding the extent of your association’s business processes. Conduct a business process assessment to identify opportunities for automation.
  • Automation strategy. After completing the assessment, develop a strategy for automating specific processes to help create a great member journey and reduce repetitive processes.
  • Consistency. Remember that process automation ensures things are done consistently without the need for staff to remember or intervene. Once a process is in place to take certain actions, unless something changes, there’s no need to revise it.

Take the next step
With the right technology, your organization can increase process automation and become more efficient. Nimble AMS allows your staff to save valuable time by automating complex business processes. Without code, your staff can set up automated processes in a few simple steps. Learn more about how Nimble AMS can help your organization make process automation a reality for your association: See Nimble AMS in action

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