Because It's All About Your Members

Microsoft Power Automate

Take Care of What’s Important. Automate
the Rest

From administrative functions to cross-department business processes to email marketing engagement with members – Power Automate can help. The outcome is that you have more time to focus on member engagement and satisfaction – the things that really drive your association.

Gain A Competitive Edge With Data

Now more than ever, organizations are embracing the value of using data to drive business outcomes. You’ve accumulated the data – now the question is, how do you make that data work for your organization most efficiently?

re:Members AMS and the Power Platform deliver value by enabling users, regardless of technical ability, to do three key actions on data that help drive business: Analyze, Act and Automate.

Power Automate Features

Every Day Benefits of Workflow Automation

Turn Outdated Into Automated

Discover a better way to get things done across your organization. Boost efficiency and turn outdated into automated. Streamline repetitive tasks and paperless processes.

Power AI Builder for Business Intelligence

Build no-code models and enhance the intelligence of your business apps using your data in Dynamics 365, Office 365, and Common Data Service.

Power Pages for Online Presence

Quickly build sites that deliver information and services to customers with Microsoft Power Pages, now in preview.

Request Approvals for Instant Support

Create, use, and share automated approval workflows to quickly respond to and process requests, from joining a committee to documents and sales opportunities.

Secure & Maintain Integrity of Your Data

Prevent sensitive data from leaving your association and standardize best practices to ensure the maintenance of, as well as the assurance of the accuracy and consistency of, your association’s data over its entire lifecycle.

Multi-Step Flows for Streamlined Operations

Turn repetitive tasks into multistep workflows. For example, with a few clicks capture tweets and add them as activities in a member’s profile, add a subscriber to an existing mailing list in Mailchimp, and more.

Conditions & Business Logic for Automating

Make and automate decisions based on your association’s workflow and business rules, like running an action only when certain conditions are met. Now your automated workflows can carry out processes that require judgment.

3rd Party Data Integration for Historical Analysis

Flow lets you securely connect to the historical, financial, demographic and social data collected and managed in re:Members AMS with 3rd-party cloud-based services, so associations can make the most of the data they already have. From day one of using re:Members AMS, you can grab invaluable insight into your membership.

A Powerful, Built-in Workflow Engine

re:Members AMS certified connector is used for the creation of automated workflows between Our apps and third-party services to synchronize files, get notifications, and collect data.

Popular Flows & Connectors

Microsoft Power Automate allows associations to build and enable powerful workflow automation directly in re:Members AMS with a no-code approach. It connects hundreds of popular apps and services with our membership management solution.

SharePoint

Outlook

Dropbox

Microsoft Excel

Facebook

GoToWebinar

MailChimp

Salesforce

DocuSign

How Microsoft Power Automate Works Within re:Members AMS

Microsoft Power Automate allows your association to build automated processes that can boost your efficiency exponentially. Rather than relying on manual systems to get things done, you can set up automations and allow them to do the heavy lifting on your behalf.

With Microsoft Power Automate, it’s easy to build entirely AI-driven workflows. No more squandering brainpower and staff hours on simple but repetitive tasks. Microsoft’s AI Builder empowers low-code/no-code users to create end-to-end processes to streamline your daily operations and free you up to focus your time and energies elsewhere.

  • We leverage Microsoft Power Automate to help your association streamline operations, saving you and your team time and energy.
  • re:Members AMS enables you to automate the mundane and focus on membership engagement and growth.
  • Incorporating workflows and automation into your daily business practices enables you to meet your members’ technology expectations and make the member experience more consistent overall.

re:Members AMS + Power
Automate = Streamlined Systems

Now, you can create automated workflows to connect re:Members AMS to other services to get notifications, synchronize files, collect data, assign tasks, and so much more. Depending on what you need, there are different types of workflows you can create:

01

New Member Onboarding

When new members join your association, automation can take the lead, guiding their first steps and helping them learn how your association’s system works. The more quickly new members learn to access resources and engage with self-serve options, the more quickly they’ll feel connected to the association and the longer they’re more likely to stay.

02

Automatic Emails With Responsive Triggers

From the moment new members onboard, automations can begin shepherding them, sorting them into lists and sending them a steady stream of member-specific emails, keeping them informed, in the loop, and engaged. With drag-and-drop tools, you can set triggers that will respond automatically to members’ behavior. This increases the probability that each member will get what they need to stay informed and engaged.

03

Membership Applications, Continuing Education And Certifications

While not every certification process can be fully automated without human oversight, a large chunk of the work can be automated, allowing you and your team to focus on the aspects of running your association that would most benefit from your direct engagement. Member applications—especially those including educational background, certifications, and employment history—can prove quite tedious and time-consuming to manage. That is, unless the bulk of the process is automated.

Power Automate Drives Business Transformation

Learn how business reduced development costs and increased overall efficiency using Power Automate in this commissioned Total Economic Impact study.

199%

ROI over three years

$1.41M

Worker time savings over 3 years, after applying a 50 percent productivity capture

27.4%

Reduced errors due to increased automation

Results are for a composite organization based on interviewed customers. The Total Economic Impact of Power Automate, a commissioned study conducted by Forrester Consulting, April 2020.

Automation Benefits

Leveraging workflow and automation with re:Members AMS delivers your association clear advantages.

Automate Repetitive Tasks
Improve Member Experience
Boost Member Engagement

Automating repetitive tasks frees up time for everyone on your team. In addition to lightening their mental load, automations will allow your team to get more done in less time, reducing operational costs across the board. Common automations include:

  • Setting supply chain and shopping-cart functions
  • Generating meeting schedules
  • Sorting and responding to emails
  • Automatically copying files as PDF’s
  • Scheduling emails for specific, time-zone sends
  • Generating and sending reports
  • Backing up files

With these repetitive tasks running as automated operations, everyone in your association is better able to focus on what really matters.

re:Members AMS allows associations to make the member experience more consistent. With automated onboarding processes, invoicing, renewal notices, and more, you can ensure that your association meets members’ expectations. And continues to do so for the foreseeable future.

Even if your association has a lot to offer, if you don’t keep your members informed about the value of their membership, you risk losing them. That’s why improved communication through automated workflows is one of the easiest and least labor-intensive ways to boost member engagement.

re:Members AMS + Microsoft Power Automate allows you to automate workflows that will keep your association at the forefront of your members’ minds—without losing your own.

Outdated to Automated

Power Automate is a service for automating workflow across internal apps and the growing number of 3rd party SaaS services. Members AMS clients rely on to run the business of their association.

Allowed us to significantly improve our processes and procedures."

Wendy Sahli, Regulatory Affairs Professionals Society (RAPS)

It’s time to say goodbye to busy work. Our management solutions help you automate rudimentary tasks and negate manual data entry.

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