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New NARFE AMS Computer Software

By Dorothy Creswell, NARFE CAB Chair


NARFE Headquarters is working on a new computer software system to better meet the needs of our changing organization. The new association management system (AMS) is planned to be a more robust, data-driven and user-friendly system that will allow headquarters to interact with members more effectively, and be more flexible for chapter and federation officers to use.


The current system is composed of many different products to support different tasks: one system for the finance department, another for the membership department, another supports webinars, yet another for credit card transactions, etc. Extra work is required to get the systems to “talk to each other,” requiring manual steps Many of these vital systems are not used by field organizations such as chapters and federations, but are important to headquarters operations.


The new AMS* is anticipated in late March. Initially it will be available to headquarters staff, with later access planned for chapters, federations and members. We will be updated on progress through articles in NARFE Magazine, the NARFE Insider for officers, the Texas Federation Register, NARFE Email System messages, and information on the NARFE website. The AMS includes internal online help, tutorials and other training resources.


Beforehand, chapters and federations are encouraged to file their annual Officer Roster Update (F7 Update), and verify their current member data is correct. At some point, NARFE anticipates their online systems will be unavailable for up to a week to allow the transition to the new system.


The Texas Federation plans a session at TXFed2019 to update attendees on the new AMS. Come to Longview in April to get the latest information on the new system.


*For those interested in the technical side, the system under development uses Microsoft Dynamics 365, a robust Customer Relationship Management System (CRM). Data will be hosted in the “cloud” and access will be using browsers. It should work for most remote user whether Windows or Macintosh, and should support computers, tablets and mobile devices that support browsers such as Microsoft Edge, Safari, Google Chrome, etc.