Overview of ISBOA’s New Website

1. Overview of ISBOA’s New Website • 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

2. All-in-one • Replaces 7 separate systems by combining: • Membership management • Webpage editing software • Website hosting • Event calendar and registration • Online fundraising and payments • Emailing tool • Discussion forums

3. 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 2-3 months) • Free tech support • Full details online: www.wildapricot.com/pricing.aspx

4. 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 & volunteers • Can be used from home or office – only needs browser and Internet connection

5. On-demand software • Instant availability – runs in the web browser • No software to install • No special hardware required, just an Internet connection • 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

6. Ease of Use • Designed for non-techies • Makes it easy to involve volunteers, board members or others • If they can use Microsoft Word, they can use Wild Apricot • Saves money on training

7. Administration Automation • Replaces time-consuming manual tasks with automated routines • Online application process, including approval workflow, 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

8. 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

9. 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 Platformhttp://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx

10. 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

11. 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 - on average every 2 months. see  http://help.wildapricot.com/display/DOC/0.+Release+history • Current clientele survey results positive (details in the following sections)

12. Key Functionality Summary • 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 • 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 • Membership management • Customizable database fields • Automation of application workflow and renewals • Online payments • Member history, search and reports • Individual and corporate memberships • 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 community tools • Blog • Discussion forum • Member directory • E-newsletters • Member Groups (e.g. board, committees)

13. Website Content Management • Unlimited web pages, document and picture attachments • Easy to update web pages – no tech skills needed

14. Website Security • Unlimited number of website administrators • Individual logins for each administrator and each member • Granular access control: full / website / membership / events / fundraising

15. Website Security – Member-only Content Example General public can only see webpage designed for public access. And now member-only pages can be accessed.

16. Membership Management – Online Payment Options • Authorize.Net • PayPal Pro • Paypal Standard • Google Checkout

17. 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

18. Membership Management – Online Application Example

19. 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

20. Member Self-Service – Member Profile Example

21. 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

22. 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

23. Online Member Directory – Presenting members to the public

24. 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

25. Engage Members Online – Blog Example

26. 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

27. Event Management – Event Calendar Example

28. Event Registration • Customize each event registration form • Automatically send event confirmations • Instant online access to current list of registrations

29. Wild Apricot Clients Over 15,000 nonprofit and association clients • Professional and business associations • Nonprofit and charitable organizations • Clubs