Technology & Automation | MBM360 Association Operating Partnership
⚡ Always Included · Never Billed Separately
The automation engine behind every department.
Technology & Automation is not a department you select. It is the infrastructure layer that makes every department work — active inside your Association Portal from day one, in every partnership, at every tier.
Included at no additional cost with every Association Operating Partnership
The infrastructure that makes the departments run.
Without automation architecture, a department is a person doing tasks. With it, the department is a system producing outputs. Technology & Automation is the difference between the two.
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Workflow architecture
Every operational process mapped, built, and automated inside your Association Portal. Renewal triggers, CE pipelines, onboarding sequences — designed to run without manual activation.
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Integration support
Your association’s tools connected so data flows between them cleanly. No duplicate entry. No manual exports. Information moves from where it is captured to where it is used.
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Data hygiene
Duplicate contacts removed. Deceased members flagged. Addresses updated. Segmentation lists maintained. Your data reflects reality on an ongoing basis — not quarterly when someone remembers to clean it.
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Portal configuration
Your Association Portal built, configured, and maintained as your operational environment. Access provisioned for board and staff. Resources organized. Workflows surfaced where your team needs them.
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Process documentation
Every automated workflow documented so the next person who touches it inherits context. The automation does not live in the person who built it. It lives in the system — and is explained there.
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Ongoing maintenance
Automations that break get fixed. Workflows that need updating get updated. The infrastructure does not sit idle after launch — it is maintained as an active operational asset throughout the partnership.
How it powers each department
Every department runs on automation infrastructure.
Technology & Automation is not a feature layer on top of the departments. It is the foundation beneath them. Here is what it builds for each one.
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Membership & Engagement
Renewal trigger sequences activated by expiry date
New member onboarding workflows initiated automatically
Engagement scoring updated continuously from portal activity
Win-back sequences triggered at defined lapse intervals
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Events & Continuing Education
Registration to evaluation to certificate — one automated pipeline
CE compliance data routed to reporting automatically
Speaker confirmation and logistics workflows managed
Replay library updated and distributed through portal
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Communications, PR & Visibility
Newsletter delivery scheduled and triggered automatically
Social content calendar connected to publishing workflows
Website update requests managed through portal request system
Grant calendar alerts and deadline tracking automated
Campaign segmentation and deployment managed
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Advocacy & Public Policy
Issue alert deployment triggered by legislative calendar
Member mobilization sequences activated by urgency level
Coalition communication workflows managed
Advocacy calendar monitoring and alert routing
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Data, Insights & Reporting
Board packet generation automated from live data sources
Engagement scoring calculated and updated continuously
Renewal forecasting modeled from live renewal pipeline
Data hygiene workflows run on an ongoing cadence
Technology & Automation is not a department you select — and not one you pay for.
It is included in every partnership because the departments cannot run without it. Separating the automation infrastructure from the operational execution would be like selling a car without the engine. Every partnership, every tier, every department — the automation runs.
Billed separately
Never
Available as standalone purchase
No
Included in every partnership
Yes — always
Active from
Day one
Maintained throughout partnership
Ongoing
Every partnership comes with the automation infrastructure already built in.
The Governance Assessment identifies your starting department. Technology & Automation powers it from day one.
