Learn how associations are driving operational efficiency across all business functions with Upbeat and the Microsoft Dynamics 365 Cloud.

The Upbeat Association Management System is built on Microsoft Dynamics 365. Upbeat's seamless integration with the Microsoft Cloud technology provides associations with a single platform approach to digital transformation.

If you are looking to transform your business systems to future-proof your association, get in touch today.

Start the journey of digital transformation for your association

Step 1

Discuss your current technology architecture and the challenges you are experiencing.

Step 2

An understanding of your technology vision for your association and the desired business outcomes.

Step 3

Exploration of the Microsoft Platform and how it empowers you to build a foundation that will carry your association into the future.

Step 4

An overview of Upbeat and the value it can deliver your association.

Step 5

A roadmap of recommended next steps for your digital transformation journey.


This discovery session is best suited for organisations experiencing the following challenges:

  • Increasing data silos due to different technologies.
  • Disconnected on-prem and cloud business systems and data sources.
  • Over-reliance on spreadsheets.
  • Cumbersome export-import processes to combine data for reporting.
  • Patched manual systems and processes.
  • Hours spent formatting and re-checking spreadsheets.
  • The ongoing infrastructure cost of maintaining systems is too high.
  • Managing security and data governance are becoming increasingly complex.

Agenda

    Duration 2 hours.
  1. Location Delivered virtually utilising Microsoft Teams.
  2. Schedule To be confirmed based on availability.
“Upbeat Membership is far superior to anything we had before. It is so easy to use, and the flexibility of creating and modifying views has meant that our information is stored and accessed in a way users want."
Roger Grove Finance & Technology Consultant, Property Council New Zealand

Book your discovery session

Complete the form below, or contact us below to speak to one of our experts today.

Professional Advantage is a certified Microsoft partner

  • Microsoft Solutions Partner — AI Business Solutions

    AI Business Solutions

    Dynamics 365, Power Platform, and Microsoft 365, including the Copilot and agent work built on top of them. Earned on delivered projects, certified people, and customer outcomes.

  • Microsoft Solutions Partner — Security

    Security

    Identity, threat protection, data security, and compliance across the Microsoft cloud, assessed on real security work delivered for Australian organisations.