Moving from your current system is the part we’re good at.
Most associations stay on a system they’ve outgrown because moving sounds painful. Your People does the work of switching: one person owns the migration, your data comes across and your integrations are set up. Go-live becomes a date, not a leap.
How a switch works
A dedicated project manager
Who owns your implementation and go-live.
Your existing member, finance and event data
Brought across.
Integrations with the tools you already use
Accounting, payments and more are set up as part of the move.
A clear plan
So you know what happens and when.
Bring your data as it is
You don’t need to tidy your data into some ideal shape first. Bring an example of how it looks today, spreadsheets and all, and we’ll talk through how it comes across. Most of the time, the answer is “yes, that migrates.”
Your People were the first service provider we’ve had to be able to undertake this.From engaging with Your People we had a dedicated project manager to support us throughout the implementation & go-live process. We chose to implement the QuickBooks integration option, which despite being potentially complex has worked well, and delivers significant time savings over our previous process.
Tell us what you are on now
We’ll look at the system you’re on, the data inside it and the tools around it, then tell you honestly how the move would go. If we’re not a fit, we’ll say so.