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Why Your Association's Tech Partner Matters More Than the Technology



Peoplke looking for Software and finding help from SmartThoughts
The Golden Ticket For All Parties


We're all feeling the whirlwind, aren't we? As a Technology Advisor who’s been in the trenches with association executives across the Southwest for over twenty years, I've seen technology move fast, but nothing like today. With Artificial Intelligence (AI), the pace is absolutely dizzying. In fact, you can practically hear the clock ticking on Moore’s Law, where processing power doubles roughly every two years, making your current tech stack feel obsolete before the ink is dry on the contract.


The continuous fast pace can make searching for a new Association Management System (AMS) or other crucial technology seem like chasing something elusive. Each vendor presents a flashy new feature, a cutting-edge capability, or a promise to revolutionize your operations. While these features are important—you certainly need the right tools to support your members—they are not the definitive solution to reaching your mission goals.


I have experienced both perspectives: heading the search team for significant technology upgrades at large associations and spearheading growth initiatives on the vendor side. This unique viewpoint has clarified one undeniable truth.


So, what is the key to finding the best-fit software for your association?


It's quite simple: The people you work with on technology projects are equally, if not more, important than the product itself.


The Core Truth: People Over Pixels


In this age of rapid technological change, your single most valuable asset in any software decision is not the code, but the integrity and reliability of your vendor partner.


Your association's success hinges on a relationship. Remember, relationships take time to build, and that includes your relationship with your software vendor. That vendor isn't just selling you a license; they are becoming an extension of your staff, responsible for the digital backbone that supports your membership, events, education, and advocacy efforts.


We've all heard the horror stories: the software that was promised but never delivered; the implementation team that disappeared after launch; the support ticket that went unanswered for days. The pain of a bad partnership far outweighs the benefit of a few extra features.


A Dose of Reality: The Product vs. The Process


Here’s the reality check I give every executive: While a responsive support team is crucial, sometimes support isn't enough; sometimes it is a product problem. However, my twenty-plus years of experience reviewing technology projects show that 60% or more of necessary operational changes and frustrations don't stem from the technology itself. They come from internal process issues, lack of staff training, improper configuration, or unclear expectations. A great partner not only supports the product but also provides guidance to fix the other 60%, helping you streamline your operations to meet the software, rather than forcing the software to bend impossibly to old, inefficient habits.


How You Sell Is How You Solve: A Buyer's Litmus Test


You have a right—and a responsibility—to look beyond the dazzling demo. You need to assess the heart of the organization you’re thinking of trusting. Here’s a pragmatic way to check for a true partner, forged from my experience managing hundreds of searches:


How can an association executive determine a software vendor’s long-term reliability?


Observe the Sales Process:


Your best indicator is staring you right in the face. I always say, "How you sell is a likely indicator of how you solve."


  • Did the sales team listen more than they talked?


  • Did they try to understand your specific mission challenges—membership retention, non-dues revenue, advocacy goals—before pitching features?


  • Did they set realistic expectations on timeline, cost, and effort required from your staff?


  • A high-pressure, feature-focused, and non-listening sales approach is a major red flag for how they’ll handle your inevitable support issues later.


Investigate Internal Stability:


A vendor’s commitment to its own people is a direct indicator of how much they'll care for your team. Use public resources to assess their operational values:


  • Check job search engines to see how frequently they are advertising for the same roles (high turnover in support or implementation is a major red flag).


  • Go to LinkedIn and check the tenure/stability of their key staff.


  • While there's a fine line in keeping underperforming staff, excessive, repeated turnover suggests a vendor may not value people internally. If they don't value their own employees, the odds are high that your association won't be consistently cared for either.


Ask for Support References, Not Just Client References:


Every vendor provides you with their most satisfied clients. Request specifically to speak with an executive who has recently dealt with a difficult support issue or a significant upgrade. Inquire with them:


  • “Did the vendor take ownership of the problem, even if it wasn't strictly their fault?”


  • “Did their support team follow through with integrity and caring, even when the going got tough?”


  • “Were you able to connect with an executive when you needed to?”


Prioritize Follow-Through and Integrity:


Ultimately, the reassurance provided by a vendor with integrity who fulfills their commitments is invaluable. While you might encounter a system lacking a minor feature, a trustworthy partner can help bridge that gap. A strong partner will evolve alongside you, whereas a weak one will hinder your progress.


Therefore, before committing to that contract influenced by the newest AI feature, pause for a moment. Remember that if you've partnered with someone you trust, success is within reach. Features can be incorporated, but integrity cannot be instilled.


A Note to Our Valued Vendor Partners:


To the technology vendors who diligently serve the nonprofit technology sector—we see you, we appreciate your expertise, and we know the dedication it takes to develop and support these critical systems.


You are typically a very reliable and talented team, and our industry greatly appreciates that. However, in today's fast-paced and competitive environment, protecting your Annual Recurring Revenue (ARR) and attaining genuine success relies not just on your range of features, but also on your consistent delivery and integrity in partnerships.


Challenge yourselves:


  • What specific, measurable steps are you taking today to differentiate your client support, ensure your implementation teams embody true partnership, and make the 'Follow-Through' a sacred, executive-level priority?

  • Your commitment to being a true partner, not just a provider, is the ultimate difference-maker.


Ultimately, this commitment is crucial for achieving success in technology. The latest tools, including AI, are not the most important factors. The real differentiator is having supportive people who genuinely care about your team's success in fulfilling your mission, and this should be a top priority.


What is the most effective approach for an association to navigate complex software selection?


Considering the complexity and executive-level significance of technology decisions today, the best course of action is to obtain an impartial, expert consultation from a reliable, neutral vendor. We can assist you in navigating beyond the feature hype to establish a genuine, mission-aligned partnership.

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