Resources

Data Hoarders – Association Edition

Thursday, December 6, 2022

Data is a huge asset for most associations BUT it can also be a liability. Navigating the line between asset and liability is increasingly difficult as our associations face cyber-security, privacy and logistical challenges related to managing the volumes of data we collect. Many associations work on the model of “just save everything” but that places increasing burdens on IT systems and the humans trying to make sense of what our data reveals about our members.

Join James Marquis, CIO at 501Works and The CIO Hour and association executive Villy Savino, VP of Technology Transformation at CoreNet Global as we dive into the world of managing association data and establishing governance over this critical resource. You will learn:

  • What data governance is.
  • Why is data governance important.
  • How you can get data governance started in your organization.
  • The importance of quality checking your data.
  • How to establish a process for continued success. 

Digital Transformation

CARS Case Study

Please watch our video to hear more about our journey to this digital transformation that can be leveraged for years to come.

Every 5 years, the International Brotherhood of Teamsters (“Teamsters”) holds the IBT Delegate and International Officer Elections. The election is conducted and supervised by the, the Office of the Election Supervisor (“OES”). One of the activities that is facilitated by the OES during the election cycle is candidate accreditation. In the past, candidates seeking accreditation would accomplish this by using old-fashioned paper petitions which were collected by candidates and their representatives and returned to the election office for verification and accreditation. Candidates and their representatives often attend meetings, stand in parking lots, and hold events to collect thousands of signatures in person. In turn, the OES staff would then statistically sample the signatures and test for membership, look for duplicates and confirm the validity of the signatures. This process was both time consuming and cumbersome for both staff and candidates.

Due to office closures related to COVID-19, restrictions against large gatherings in many states and disruptions of traditional operations, this long-standing practice was suddenly no longer a viable option to collect the thousands of signatures required for candidate accreditation. Our challenge was to devise a way to for the process to be moved online and still meet candidate filing deadlines and requirements.

Working with OES staff, we devised an online system to collect and validate petition signatures for the candidates in real time – CARS: The Candidate Accreditation Reporting System. We did a rapid prototype of the petition forms and worked to get those online and collecting signatures first, then we launched administrative functions in the weeks that followed. Using our Mojo Middleware integration framework, we were able to code and deploy functions in days instead of weeks.

Start to finish we were able to go from discussion to design to launch in under 60 days.

  1. Inclusivity – Easy signature collection with responsive and device friendly petitions to ensure wide device compatibility.
  2. Integrity – Every capture evaluated in real-time for membership status and signature validation to ensure integrity.
  3. Auditability – Electronic browser fingerprints and data collected for every transaction and stored for audit purposes.
  4. Compliance – Signatures allocated automatically based on a complex rule set.

Boost your IT-IQ with a free hour of IT advice by 501Works.

Not a tech type but have tech questions that you need answered? Join us for The CIO Hour – designed specifically for non-tech association staff to boost their IT-IQ. Ask your technology questions and get them answered by an experienced CIO and a crew of industry experts in a safe, casual environment. 

Webinar: The Accidental CIO

IT Questions you need to ask to get your association technology to thrive

Sponsored by 501Works and Ellipsis Partners

Today’s successful association executive, regardless of functional area, needs to ramp up their knowledge of IT systems to effectively to serve member needs.

Join Moira Edwards and James Marquis, two seasoned association pros and explore some key IT questions you need answered to help kickstart your 2019 goals! 

Software Mage will guide you through the software selection process so smoothly, it will seem like magic!

Request More Information

We’ll get back to you in 1-2 business days.