Strategy, Methodology, and Training Are Keys to Smooth Transition During a Pandemic
benel Solutions (benel) is pleased to announce the recent launch of new Association Management Software (AMS) for the Minnesota Society of Certified Public Accountants (MNCPA) on March 18, 2020. MNCPA was successfully transitioned by benel to a cloud-based system in the middle of the COVID-19 shutdown. benel provided implementation services, consulting, training, integration work, data migration and support, and documentation for this vital project for the Society.
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Data had been stored differently in the previous system, and the data had to be normalized to bring it into the new AMS. Business rules were modified or established to account for exceptions with business processes. Additionally, benel Solutions built out a number of MNCPA centric business processes and integrations as a part of the project, most notably to five partner webinar platforms, MNCPA’s Financial Management System (FMS) and their Content Management System (CMS). As a result of these efforts, MNCPA capably handled thousands of registrations for more than 200 webinars within just days of going live with the new AMS. MNCPA’s dues renewal process also scheduled for the same timeframe immediately after the go-live date went smoothly as well.
As president of the MNCPA, Linda Wedul said, “Besides membership, education is core to our business. The complexity of our credit reporting was more challenging than expected and required an intensive collaborative effort between benel and the MNCPA implementation team to ensure accurate credit tracking and reporting. There is always some level of nervousness to go live, and I can say that I was both excited and surprised at how smoothly the final launch went. We were immediately processing event registrations and successfully posted dues to all members shortly after launching.”
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