The organizational need
Associations and sports organizations need to keep member and committee information organized alongside documents and financial records. This project brings those administrative areas into a management system that also generates annual reports in ROS or KBS formats.
Delivered functions
Member information
Record and manage member information for the organization’s administration.
Committee information
Maintain committee information alongside the organization’s other records.
Document management
Manage the documents used in association or sports-organization administration.
Basic accounting
Support basic accounting work within the management system.
Annual reports
Generate annual reports in ROS or KBS layouts. The applicable report format can be reviewed against the organization’s current filing requirements.
A custom project, shaped around its users
The system brings membership records, committee information, documents and basic accounting together for association staff.
For a similar project, we would first review your organization’s workflow, the records it maintains and the reports it needs. Scope, deployment and any additional requirements would be agreed for that project.
Planning a similar system?
- Describe how member, committee and document records are currently maintained.
- Share the basic accounting tasks and annual report samples you need to support.
- Identify who will use the system and which records need to be transferred.