Solutions for Trade Associations

Trade Associations are under increasing pressure to drive membership growth and retention. Meanwhile, every single dollar of membership fees needs to be optimized, as financial resources are carefully monitored and allocated to investments and initiatives. Associations are often lean, highly efficient operations. It is not uncommon for IT staff to wear multiple hats within the department and perform different tasks that are related to infrastructure, applications, and customer services. When resources are strained, especially during major projects or events, the focus on member services can suffer. 

TeamDynamix offers a solution for association management with fully integrated ITSM and Project Portfolio Management that extends beyond IT to Meetings/Events, HR, Legal, Membership Services, Marketing and more. Each group can work together on the same platform yet operate as separate groups when needed.

ITSM - Desktop Screen
Unique workflow and routing
Department-specific content and information sharing
One portal with 508 compliance
Dashboards and reporting at the departmental level
No coding required

IT Service Management

IT departments are often pulled in many different directions and given additional responsibilities for facilities or other operational activities.  It is essential that the IT group has the right tools in place to efficiently manage all requests, planned upgrades, and larger projects.

Meeting and Events - Request Services

Meetings & Events

Meetings and events are often managed by a tiny group of resources – some internal and some external.  There may be as many as 10, 20, or even more different vendors involved.  A complete work management platform can help keep things running smoothly.

eBook Download

Transforming IT in Trade Associations: 5 Steps Toward Service Management Excellence

Member Services Portal

It is crucial for associations to effectively serve members with information and outreach. This is why many trade associations are using a self-service portal where members can search for and find the information they need, ultimately reducing administration and support hours.

Trade Associations - Memberships KB Article
HR - Resource Management

Human Resources

A comprehensive service portal and catalog with pre-configured workflows will automatically assign the right resources to each request. The platform also offers project planning, which means that larger human resources (HR) projects can be managed in a central location.

extending service management esm

Enterprise Service Management (ESM) Overview

California State University (CSU) – Chico Case Study

University of Colorado Information Systems Case Study

Finance & Legal

As trade associations continue to evolve, the legal and finance groups are expanding rapidly and with that, a proper support infrastructure must be in place. With TDX for Trade Associations, staff members can visit a centralized knowledge base to download files or information. This provides a single access point for items including compliance guidelines, policy documents, and other standard information.

Project Management PPM Desktop
Marketing Service Management Portal


Whether it is the creation of a landing page, expanded web copy or the need to draft a communication to members, the marketing team is managing many of requests. A service management solution planning can manage wide-ranging requests with a comprehensive service portal and catalog.

Project Management

Trade Associations often work on year-long strategic projects with many intertwining work streams – from organizing large annual events to regional meetings, advocacy programs, and educational content creation, there are many projects at any given time.

PPM - Dashboard