Reality 01
AMS as system of record
iMIS, NetForum, Personify, or YourMembership sits at the center. Architecture treats the AMS as authoritative and layers integrations + agents on top without disrupting governance.
Who we serve · AI for Associations
Built for the multi-stakeholder, regulated reality associations live in.
The four realities
What makes association engagements different from corporate ones.
Reality 02
Multi-stakeholder governance
Volunteer leadership + staff + members + sponsors all have decision rights. Operating-model rollouts respect this, Visible Kanban exposes the work to volunteer leadership in plain language.
Reality 03
Regulated context
Member privacy, financial controls, FERPA-adjacent education content, healthcare-adjacent CE tracking, architecture is conservative by default. Audit trails on, human-in-loop defaults on.
Reality 04
Content operations at scale
Members want fresh content. Content engine + GEO ensures the association's expertise is the cited source, not displaced by AI-only competitors.
Primary offering
Build & Operate Retainer for tech rebuilds + member engagement.
Most association engagements are a hybrid, there's a build phase (the new portal, the AMS migration, the CE-tracking rebuild) and an ongoing operate phase (member engagement, content cadence, agent operations).
Primary
Build & Operate Retainer
Build the new surface (portal / migration / rebuild), then operate it. The build phase and operate phase are explicitly separated in monthly reports.
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Secondary
Integrated Marketing
Content engine + GEO to make sure the association's expertise is the cited source. Member engagement programs run on the same cadence.
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AMS-aware architecture
iMIS · NetForum · Personify, used in scoping context only.
Per CLAUDE.md, vendor names appear in scoping context (so we can talk fluently about your stack) but not in client-facing marketing. The Architecture Brief addresses ownership, portability, and audit trails for the AMS-integrated layer.
For executive directors + member experience leads
The builder doesn't disappear when the build ships.
Most association tech projects are abandoned the day the contract ends. Build & Operate Retainer keeps the partner on the engagement, measured, reported, re-prioritized each quarter.