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W303: Activity Integrations – Different Approaches To Syncing Activities Between Your System Of Record And Other Systems - Shared screen with speaker view
Cynthia Owens
24:57
CAE credit, please
Larry Buzecky
25:36
Eating lunch so keeping camera off - no one wants to see that :)
Cynthia Owens
26:09
Strategy
Kate Coffey, UST
26:10
Ask the Audience for CPE/CAE credit!
Beth Roach
26:10
CAE credit
Larry Buzecky
26:23
CAE credit but also to see the latest on tactics regarding integrations
Jim Riley
26:26
syncing data is always a challenge.
Wendy Chau (she/her)
26:29
currently our systems are not syncing, but our board would like them too - so looking to learn more before get going!
Barbara Armentrout, CAE
26:32
listen to Justin 'cause he's always informative and of course CAE credit too.
Brad Wilder
26:45
Considering some services they may not fully integrate with our AMS. Looking for ideas on how to best handle that
LaToya Tapscott
26:52
How to better integrate and sync our various systems
Jade Meador
27:11
Our systems can never sync correctly
Abigail Gabbard
27:12
integrating systems
Jade Meador
27:13
looking for solutions
Abby Blocker
27:24
Agree with jim. Syncing data is always a challenge
Christine Carpenter, CAEL
27:42
Are there some key integrations tips to support streamlining membership business needs?
Kate Coffey, UST
28:59
Question for CPE/CAE credit!
Barbara Armentrout, CAE
29:14
LMS is a big one
Jim Riley
29:23
I don't think we use any other system.
Cynthia Owens
29:28
LMS, AMS
Beth Roach
29:29
LMS
Brad Wilder
29:30
Committee workspace, content management, LMS, Events
Larry Buzecky
29:31
We have several CRMs engaging with members and trade show attendees and exhibitors
Wendy Chau (she/her)
29:34
just our CRM
Abigail Gabbard
29:39
Just AMS
Christine Carpenter, CAEL
29:45
4 - marketing, online community, events/exhibits, LMS
LaToya Tapscott
29:57
Online forums, LMS, chapter event reg system
CDesmond
30:14
LMS, CMS, Communities
Jade Meador
30:22
LMS, AMS, marketing
Kirk Sander
30:36
CAE, AMS, email distro
Kirk Sander
30:52
CAE please
LauraTesterMeyer
35:44
CPE please
Barbara Armentrout, CAE
36:31
plus we are always exhausted after conference, bad time to put more burden on staff.
Kate Coffey, UST
50:03
Question for CPE/CAE credit
Cynthia Owens
50:19
I don't know
Larry Buzecky
50:23
API's are probably the most frequent
Brad Wilder
50:29
The more automation the better, when possible.
Larry Buzecky
50:30
for automation
Wendy Chau (she/her)
50:40
we manually integrate our financial info - one way to the financial records
Kirk Sander
50:42
Hybrid manual and automated, depends on the event
LaToya Tapscott
50:45
A hybrid,
Barbara Armentrout, CAE
50:48
some clients are limping their way to SSO but have to rely on manual until that is finished
Beth Roach
50:58
I am not sure
Jim Riley
51:16
Hybrid
Abigail Gabbard
51:22
I don't know
Jade Meador
51:24
both manual and automatic, but can't ever seem to get "clean" integration
LauraTesterMeyer
51:44
It seems financial APIs are more difficult now that CRMs are less of a open system with choices
Kate Coffey, UST
01:00:11
Question for CPE/CAE Credit!
Cynthia Owens
01:00:13
I don't know
Jim Riley
01:00:14
Not that I know of.
Larry Buzecky
01:00:16
Looking at major data consolidation project soon
Larry Buzecky
01:00:27
data lake
Barbara Armentrout, CAE
01:00:27
linking community to AMS
Kirk Sander
01:00:27
Not now,
Christine Carpenter, CAEL
01:00:34
Member database - AMS
Abigail Gabbard
01:00:40
Not at the moment
Beth Roach
01:00:40
Nothing at this time
Brad Wilder
01:00:49
Moving to a new AMS soon
LaToya Tapscott
01:01:10
Not sure at this time.
Wendy Chau (she/her)
01:01:12
not sure
Barbara Armentrout, CAE
01:01:32
and don't ask for 2 tacos!
Jade Meador
01:01:51
nothing planned at this time
Abby Blocker
01:10:47
I'm not even sure what system we use. So new topic to learn for sure
LauraTesterMeyer
01:15:37
How does one find the expert to work with the complexities of the various systems? And doesn’t the customization impact the future system upgrades?
Larry Buzecky
01:19:31
So documenting data flows and business rules are key foundational actions, yes?
Larry Buzecky
01:24:09
And data privacy kind of complicates things a bit too with integrations with third parties
Larry Buzecky
01:26:21
Thank you Justin, love this topic!
Wendy Chau (she/her)
01:26:24
thank you!!!
Barbara Armentrout, CAE
01:26:25
@Justin, pack comfy shoes!
Christine Carpenter, CAEL
01:26:37
Thank you Justin! Hope to see you there
Larry Buzecky
01:28:12
iPaas! Need to learn more!
Kirk Sander
01:28:15
Next time we redo our back of house and website, we need to put more time into the planning
Beth Roach
01:28:31
When looking at an integration be sure to consider what data you really need.
Wendy Chau (she/her)
01:28:41
need to make sure we know our objectives - manual integration isn't necessarily bad in the circumstances
Sara Taylor
01:28:48
better planning
Brad Wilder
01:29:00
I second Larry’s comment. Thinking ahead not just to current integrations, but how things might work years down the road when systems need to be swapped out.
Jim Riley
01:29:10
Need to place a higher priority on integration.
Cynthia Owens
01:29:10
I have a lot to learn (this is not my area of expertise)
CDesmond
01:29:42
The 3 options for integrations - iPaaS
LaToya Tapscott
01:30:06
Thank you Justin. I learned a lot especially about planning and thinking ahead about future integrations…not just the current one
Abby Blocker
01:30:09
Thanks a ton