Novi's Operational Audit

Give Your Novi a Tune Up

Is your team getting the most out of Novi AMS? An Operational Audit is like a check-up for your system, helping you uncover opportunities, streamline processes, and unlock even more value from your membership software.

Every audit is customized to your association’s goals. Whether you want to streamline membership processes, simplify renewals, optimize events, or fine-tune settings, we’ll focus on the areas that matter most to your team.

Why Consider an Audit?

Even the most experienced teams can miss hidden efficiencies or underused features. An Operational Audit gives you:

• A clear picture of what’s working well
• Expert recommendations to save time and reduce frustration
• Actionable steps to help your staff and members get the best possible experience

Think of it as an easy way to sharpen your tools and elevate your operations.

How It Works

Goals & Priorities

We’ll ask you a few quick questions about your goals, priorities, and where you think you might not be getting the most out of the system.

Expert Review

Our team dives behind the scenes into key areas of your Novi site including Membership, Events, Transactions, Settings, Ecommerce, Website, and more. We’ll prepare a customized report that highlights successes, gaps, and practical best practices tailored to your association.

Personalized Action Plan

Next, we’ll meet for a 1-hour strategy session where we walk through the findings, answer your questions, and recommend a clear path forward. You’ll leave with:

• Prioritized next steps
• A realistic timeline for your team's action items
• Options for additional support such as training, workshops, or help resources

Pricing

• Audit and Strategy Session: Complimentary
  
• Optional Action Plan 1:1 Workshops: $95/hour
• Follow Up Live Group Training Sessions (and recordings): Always free

There are no hidden fees, just actionable insights and the flexibility to invest further if it makes sense for your team.

What to Expect

If you decide to move forward with 1:1 workshops after your complimentary audit and strategy session, here’s how the process typically looks.

Most teams find that scheduling workshops close together (over a series of weeks) helps everything stay top of mind. Each 1:1 workshop is hands-on. Your staff shares their screen, and with our guidance, they complete the tasks themselves. This gives your team practical experience and confidence to keep the momentum going long after the call.

Time commitment per 1:1 workshop:

• Prep Work: 30 minutes -1 hour
• Workshop: 1 hour
• Post Workshop Practice & Tasks: 1-2 hours

After the workshop, you'll receive a link to the recording, instructions on how to implement the items discussed, as well as resources for continued learning. 

Workshop Examples

Workshops are completely tailored to your goals. The examples below show common focus areas, but topics can be as broad or as specific as your association needs. You decide what to optimize, and we’ll guide your team through it..

Fields Review: Optimize Your Applications

• We’ll identify redundancies, missing fields, or outdated setups and guide your team to streamline membership applications for a smoother experience.

Renewal Settings Review: Smooth the Renewal Process

• We’ll help you configure renewal settings that work smarter, not harder, minimizing confusion for staff and members.

Events Review: Take the Stress Out of Events

• Fine-tune event setup, registration, and reporting so your team feels confident every time.

Ready to Unlock Your Potential?

An Operational Audit is a way to ensure your association is running at its best. With expert guidance and personalized recommendations, your team can save time, avoid frustration, and make the most of Novi AMS.

Interested? Reach out to the Novi Team in Intercom to get started!