Member organizations often have powerful systems but struggle with: • disconnected internal communication • underutilized platforms like SharePoint • inefficient membership workflows • unclear data reporting • staff and volunteer onboarding challenges

This consulting engagement is designed for: • National associations • Fraternities and sororities • Nonprofits with chapters • Professional societies • Membership-driven organizations Especially those using: • iMIS • Microsoft 365 • SharePoint

Member Systems Infrastructure Audit A focused assessment of your organization’s internal systems and workflows. This engagement evaluates how your membership technology, data, and internal communications function today — and identifies opportunities to improve efficiency, reporting, and collaboration. What We Review • iMIS membership system configuration • SharePoint structure and document management • Internal communication workflows • Membership data flow and reporting processes • System usage across staff and leadership What You Receive A 20–30 page Infrastructure Report including: • System gaps and inefficiencies • Workflow improvement recommendations • Digital infrastructure strategy • Implementation roadmap for next steps Investment $3,500 – $5,000 This audit provides a clear, actionable roadmap to help your organization modernize and optimize its internal technology systems.

• iMIS (Certified) • SharePoint • TopClass • Microsoft 365 • association membership systems • internal communications workflows

This engagement follows the TTC Method™: 1. Clarify — Understand your systems and workflows 2. Structure — Map communication and data flow 3. Systemize — Design improved infrastructure 4. Activate — Provide implementation guidance 5. Sustain — Support long-term system clarity

Leadership Strategy Session A 90-minute executive briefing presenting findings and recommendations. Staff Training Workshop Live training for staff or leadership teams on new workflows. Digital Governance Framework Policies for: • data ownership • document management • reporting structure