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Implementation: Status Report
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AIA Wyoming Partner Managed Implementation Process

Project Overview

Estimated Go-Live Date:  12/15/2010
Contract Terms:

License Fee: 3000

Implementation Fee: 2900

CS Add-Ons: $750

Rotating banner: $400

Sub-page rotating images: $350

Key Contacts:

Your Implementation Manager:
Nick Runco
800-644-9060 ext 7044

Association Contact's Contact Information:
Susan Menghini

 Next Steps/Action Items:

1. Revisit accounting with Lisa. Susan to follow up with time

2. Nick to create recurring import template


Implementation Resources:

Resource Web Address Username Password
Mockup Site    
Template Website  AIAWY
Members360 Site    
Members360 Training Video Library Training Videos Library N/A N/A

 Website Requirements:

Theme: Crawford

Logo: Logo received, images will be sent to Affiniscape

Add-Ons: Rotating Banner, Rotating images in subpages

Color Scheme: Light tan/pale gold (faded colors of and - must not clash with red of logo. Maybe a few dark brown accents


Configuring Your New Database

  • The next step in the process is to setup the your new database per your membership settings.
  • Please use the table below as a checklist to keep track of the options you have completed.
M360 Base Configuration Tasks Completed Wizard Help

Member and Non Member Types

Custom Fields Done    
Field Groups Done    
Contact Fields  Done    
GL Codes Done    
General Member Settings Done    
Accounting Settings Done    
Payment Gateway Susan working on paperwork and wil submit to AMS
Renewal and Start Date Parameters Done    
Dues Calculations Done    
Relationship Types Done    
Event Types  Done    
Input 10 test profiles     See how to add records
Online Membership Applications


Wizard Help  
Signup Paths and Main Join Page Done  Wizard Help  
Member Portal Done   Member Portal Configuration
Update General Settings to link Join/Renewal Emails to Signup/Renew Process Next session    
Smart Group Types and Participation Types Committee smart groups can be populated once member and non-member data is loaded   Videos for creating smart groups
Participation Smart Groups Committees    
Characteristic Smart Groups Saved Queries    
Schedule Conference Training Done    
Create Conferences Done   Conference Training
Create Custom Searches Done   Custom Search Configuration

Email Module

Create Email Templates for New and Renewing Members

Update General Settings to link Join/Renewal Emails to Signup/Renew Process

Susan to add New, Renewal Confirmations and Renewal Reminder    
Creating misc online forms for donations, volunteer applications, surveys Done   Forms Video
Schedule Accounting Module Training Click here to view Accounting Training Webinar times    
Updating Invoice, Receipt Templates      
Recurring Import Spreadsheet Nick to create recurring import file for Susan to use going forward    





Implementation Manager Tasks

Item Completed
Confirm Client Contact:  Done
Notify Accounting after Partner Initiation:  Done
Create Members360 Site and Synch ID:  Done
Create A Record:  In process
Initiate AMS Setup (If needed):  In process, ticket submitted to AMS
Purchase and Install SSL Certificate: Done
Ask about Google Analytics Account  Done
Prepare Members24x7 for Synchronization:  Done
Activate Single Sign-On:  In process
Verify/Update Site Links:  
Post Launch Survey:  


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