Case study

How Vanguard Technology using Sitefinity, NetFORUM Pro and Connected Community rapidly created a seamless integrated association website with member engagement for the Alliance of Cambridge Advisors

How Vanguard Technology using Sitefinity, NetFORUM Pro and Connected Community rapidly created a seamless integrated association website with member engagement for the Alliance of Cambridge Advisors
We have been working with Vanguard Technology Corporation to build a new website and integrate it with our member database and our member community. We've been very pleased with Vanguard. My staff really likes their CMS - they find it intuitive and with enough safeguards that they're not afraid of screwing up the whole site.  They've been wonderfully responsive. I know they handle integrations with other AMS solutions. I highly recommend them.
Catherine Stegmaier, Executive Director
Alliance of Cambridge Advisors
  • Industry
    Non-profit
  • Background
    ACA is the only community of fee-only financial planners focused on the holistic planning strategies that create true wealth for advisors and their clients. The ACA approach to holistic financial planning focuses on the major financial concerns of each client and how those issues interrelate. Financial planners join ACA for the systems, training, and community support that help them build their ideal practices. Individuals seek the services of ACA members because they are highly qualified, ethical advisors who provide comprehensive, conflict-free services.
  • Challenge
    ACA had about 90 days to implement the Sitefinity CMS integrated with single-sign-on and skinning of the netFORUM Pro membership management system and Higher Logic’s Connected Community. They also needed these systems implemented on a somewhat limited budget.
  • Why Sitefinity
    Vanguard chose Sitefinity as the CMS because of the ability to rapidly implement a robust solution, its affordability and its ease of use. We also know that Sitefinity has an open API and is highly configurable which makes it the perfect CMS to seamlessly integrate 3rd party products.
  • Technical Details
    The ACA website was built in 90 days and uses several of the latest technologies including ASP.net 3.5, SQL Server, JavaScript, standard web services to integrate with two remote systems and Sitefinity v3.7.
  • Results
    ACA is able to easily update their content therefore providing a more current and relevant site and user experience for their members. They have also created an engagement environment and by implementing Single-Sign-On between three applications which makes it much easier for their members to use the site and obtain information. This enhanced experience drives repeat visits by the users and increases the association’s membership and revenue.

The Challenge

ACA is a small association of financial planners headquartered in Eastern Michigan. When Vanguard Technology first met ACA they had a sub-par membership database that also hosted their website without any usable content management system. Their website was growing stale without the necessary technology for a small staff to continually update the content. Their hosting company was also essentially going out of business in a few short months so ACA needed a robust system to improve their technology footprint that could also be deployed rapidly.

ACA decided that while they were replacing their membership database and adding a CMS, they would update the look and feel of their website and add a private social network to their new site. Due to their limited technology budget, ACA felt they would not be able to get everything they wanted and needed or would have to settle for lower quality technology that would operate as disparate systems. They were especially concerned about the short timeframe for implementation.

The Solution

Vanguard Technology stepped in and assessed ACA's technology needs. We determined that Vanguard's standard approach of integrating affordable configurable commercial software and plugging in additional functionality as needed was a perfect fit. We proposed to ACA a website and CMS package and were able to configure a robust solution that would meet their needs within their somewhat restrictive budget. We chose Avectra’s netFORUM Pro knowing that was an affordable configurable membership management system for associations that had standard available integration points for single-sign-on with multiple systems. We recommended that Vanguard implement our partner Higher Logic's Connected Community software which integrates seamlessly with many association management systems. Most importantly, Vanguard chose Sitefinity from Telerik for the content management system knowing that it is a cost-effective easy-to-use software solution that could be implemented on a short timeline.

Due to Sitefinity’s open API, configurability and ability to deploy custom modules into each installation, it became the core application for ACA’s flawlessly integrated system. In fact Vanguard decided to build out-of-the-box integrations with netFORUM Pro and Connected Community from a module which started out as a custom Sitefinity module. We proposed redesigning the ACA website using one of our most affordable website packages and because we are using the Sitefinity CMS, we figured to have no issues implementing a custom design into Sitefinity and skinning the other two products to match. We proposed to ACA our standard VIP ongoing support package which includes ongoing training and support of the integration points which is a vital piece to any integrated system.

The Results

The proposed solution was implemented by Vanguard exactly as was planned and was live in production within the 90 day timeframe. All 3 systems are seamlessly integrated and have been in production since July 2009. ACA is thrilled with their new website and with Vanguard Technology. All 3 applications appear to the casual user to be one single system instead of 3 separate systems and we owe this to our methodology of sticking with commercially available software like Sitefinity that has open available integration and is highly configurable.

ACA is able to update their site more frequently thus providing more relevant and current content to their members and ACA has noticed more site traffic and an overall increase in membership due to this change. ACA loves Vanguard’s approach and continues to be a terrific reference for us. The ACA implementation is now listed as one of the featured sites for the netFORUM Pro sales team and is a case study on the Sitefinity website. This proves that there are affordable and robust technology solutions for smaller associations to fit their needs.

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