The pilot
Prove it on one report. Then decide.
Thirteen weeks, one recurring report, three to five KPIs, measured against how long it takes you today. No AMS replacement and no change to how your staff work.
01 Thirteen weeks, four steps
From your extract to your staff's own answers.
- Weeks 1–2
Scope
Pick one recurring report and three to five KPIs. We time how it is produced today, so there is a baseline to beat.
- Weeks 3–5
Connect and define
We take a read-only extract, load it into your own Concierge database, agree the definitions with your team and reconcile to your official figures.
- Weeks 6–11
Use and measure
Your staff run the report and repeat an agreed task. We meet weekly and add the questions they ask.
- Weeks 12–13
Decide
We review what was asked, answered and saved, on a shared scorecard. You decide what comes next.
02 The scorecard
Four measures, agreed before we start.
The ambition is that selected recurring reports take a few hours after setup, review included. The pilot measures that against your baseline, and keeps setup effort on its own line so nothing is hidden.1
03 What it takes
Three things from you. The rest is on us.
What we need from you
- An executive sponsor and one data contact
- A read-only extract or copy of your AMS data
- Ten questions your staff ask today
What you get
- Your own isolated database, in a supported deployment you choose
- Your definitions, set up and reconciled to your official reports
- Staff training and weekly support
- A results report, and your data returned or deleted if you stop
04 Who does what
You own the meaning. We maintain the foundation.
Your association
- Approves definitionsAnd signs off the results.
- Names the peopleSponsor, data contact and report owner.
- Runs the reportsIn the supported reporting layer.
- Sets prioritiesThe next reporting needs, in order.
Concierge
- Maps your dataAnd applies your definitions.
- Leads deliveryImplementation and reconciliation.
- Changes the modelData load and schema for new KPIs.
- Delivers the backlogEstimated and agreed with you.
05 After the pilot
Your team runs the reporting. Specialists stay with you.
Analytics is never finished, so the annual license isn't just software. It includes about half a full-time specialist, scheduled across the year, for the deeper data work underneath your reports.
Specialist time, included
About 0.5 FTE across the year, turned into defined hours in your agreement. A regular statement shows what was used and what is left.
New KPIs as you need them
Measures, dimensions, data loads and schema changes, estimated and prioritized with you through one named delivery lead.
Expansion, after evidence
Once the pilot shows fit, we plan the board and leadership KPIs that matter most. Projections follow when history and definitions are ready.
06 Questions we hear
Before the first call.
Does it matter which AMS we use?
No. The brand of your source system does not decide whether Concierge fits. We assess the extracts, history and access you have, then agree the mapping and refresh. Ready-made connectors are something we're working on; today we load from the data you already hold.
Do we have to replace anything?
No. Your AMS and your staff's daily work stay exactly as they are. Concierge sits beside them and reads a copy of the data.
Where does our data live?
In your own isolated Concierge database, in a supported deployment you choose. It is never pooled with another association's data.
What if we stop after the pilot?
You keep the results report, and your data is returned or deleted. There is nothing to unwind in your AMS.
Is it only for smaller associations?
No. Concierge is built for associations of any size, from a few thousand members to more than a million.
What does the pilot cost?
Fees and terms depend on scope, and we discuss them on the first call. We are taking a small number of pilot associations.
Start with one workflow. Agree the smallest useful pilot.
We review one reporting workflow together and agree the set of KPIs that would make a pilot worth your time.