The Alberta Land Surveyors’ Association (ALSA), regulates the practice of land surveying in Alberta, Canada. Some of the association’s responsibilities include setting the standards for experience and education required to practice land surveying, administering Continuing Competency Reviews to current land surveyors, and setting a strict code of conduct for industry professionals.
Prior to adopting ClearVantage, ALSA used multiple systems to conduct day-to-day operations, including managing their members. After implementing ClearVantage, it was easier for ALSA to manage its complex membership, and more convenient for its members to access information online, and even on-the-go using Euclid’s mobile application, ClearVantage Mobile Member.
Central Database Increases Efficiency
ALSA made significant gains in efficiency after implementing ClearVantage. No longer was there a need to have multiple data sources to help manage the association. Once data could be stored and updated in one comprehensive system, processes became streamlined; the need for repetitive data entry disappeared, and information no longer needed to be tracked in third party applications.
Of particular importance to ALSA was the ability to manage its complex membership. The association has 10 different membership categories. Each of these membership categories have different dues rates, pay different fees, and have their own set of membership criteria. All of this information needed to be closely tracked and managed.
For example, an “ALS” member (the primary active membership in ALSA) has to pay annual dues and also complete Continuing Competency Reviews (CCR) among many other requirements. An “Articled Pupil” member (essentially an ALS in training) pays a different annual dues fee, and while not required to complete the CCR program, is required to complete a wide variety of affiliated examinations. These are just a few of the data points that needed to be tracked. The complex membership could only be managed by a powerful yet nimble AMS.
“The complexity of our membership categories made them cumbersome to manage,” explains Dawn Phelan, Executive Assistant at ALSA. “There didn’t seem to be a technology solution that could handle it, which forced ALSA to spend time and resources tracking membership in various Excel spreadsheets. We were excited to realize ClearVantage had the functional capabilities we needed.”
ClearVantage was able to automate nearly the entire membership process. ClearVantage was configured to track all the memberships separately and associate each membership with its unique requirements. In ClearVantage, ALSA was able to set up “action item routing plans” associated with each membership as a checklist to ensure that all membership requirements were properly met before any member was recognized as active. ClearVantage also enables ALSA to perform useful functions, such as automatically adjusting the tax applied to products and member dues based on local tax codes.