In facing the challenge of managing their five-unit association on a limited budget, the Rein Association encountered significant operational hurdles. The association was determined to streamline their management processes without incurring excessive costs, which required a careful examination of available software solutions that could accommodate their specific needs. With members actively engaged in their regular 9-5 jobs, finding a suitable time for meetings and training sessions posed an additional challenge. The association expressed a strong desire to focus their investment on essential features only, opting to waive additional functionalities that were not critical to their operations.
After an exhaustive search for a software solution that matched their unique criteria, the Rein Association decided on a platform known for its flexibility and customer-centric approach. They opted for an "Implementation Lite" package, which featured a self-onboarding process tailored to small associations like theirs. This package included a crucial 1-hour onboarding session with the customer success team, designed to jumpstart their use of the platform efficiently.
Prior to the onboarding session, the association communicated their preference for a general overview of the platform with an emphasis on managing budgets, account reports, manual entry of expenses and dues, as well as the accessibility and dissemination of documents, notifications, and polls. Understanding the association's scheduling constraints, the software provider’s customer success team demonstrated exceptional flexibility by agreeing to an after-hours meeting that accommodated everyone's work schedules.
The self-onboarding process proved to be a resounding success. The Rein Association managed to efficiently utilize the 1-hour onboarding session, during which the customer success team adeptly addressed all their queries and provided detailed guidance on navigating the system's capabilities. This focused training ensured that the association could effectively manage their finances, maintain clear communication with members, and execute their management tasks with greater ease than ever before. The strategic decision to select a software solution that aligned with their budgetary and operational needs not only optimized the Rein Association's management processes but also enhanced their overall productivity and member satisfaction. This experience highlighted the importance of adaptable software solutions and responsive customer support in overcoming the unique challenges faced by small associations.