Glossary for Associations: Key words for digital transformation projects

12 Tech concepts your association should master. We want to demystify words, concepts and tools that are important to make your organisation future-proof.




API. An application programming interface is the means by which your data source can be used by a third-party in a managed way e.g. embedding Google Maps data on your own website.


App is a software application which is interacted with through a device (Mobile/PC/Tablets/...). At Symantra, we design and develop Mobile apps, complex web apps, and intelligent websites for public, private clients, and EU projects.


CRM - Customer Relationship Management. CRM is a software used by associations to manage interactions and data of stakeholders and members. The objective is to improve all kind of workflows and automate membership management. Many associations still have data fragmented across multiple Excels, clumsy databases, and tools. They are not really GDPR compliant. They don't have a 'single source of truth' for all their data. Likewise, some associations have an expensive BigCorp CRM, which is an overkill to use for staff, and no proper Data Management Strategy, no comprehensive Data Integration: this is POINTLESS. That's why Business organisations and NGOs love Symantra's top-notch CRM: a CRM that is (finally) both powerful and easy to use, with exactly the right integrations you need to grow better.


Data is a general term to denote any kind of information that can be represented in a digital format. Check Symantra's solutions for Data Dashboarding and Data Science.



Extranet. An extranet is a private collaborative space allowing some specific third-party partners, clients, members, external people - that do not belong to the company or the organisation - to log in, safely. In the extranet, they can explore exclusive content (that is not available on a public website). They can also learn, exchange ideas, collaborate on documents together (in real-time) inside a secure network,... At Symantra, one of our flagship product is the NextGen Extranet for Business Associations, NGOs, and B2B activities. Check the 25+ Building Blocks to create your Member Experience Platform, with all the smart automations, or your Partner Portal for Channel Sales.


GDPR compliance. Since May 25, 2018, the European Data Protection Authorities have enhanced investigative and sanctioning powers (up to €20,000,000 or 4% of an organization’s annual global turnover) or refer a case to the public prosecutor. The GDPR requirements provide strong drivers for adoption of data management and governance tools (personalized CRM, interconnection of digital tools and data sources…). With the potentially high level of recurring requests from data protection authorities (“DPAs”) and from individuals, your data governance systems and processes must be robust, scalable and cost-effective to operate. To radically reduce the cost and risks of GDPR (non) compliance, here is how Symantra helps organisations, with its GDPR automated compliance solution.


Integration. Two or more different software systems can synch and talk to each other/share information. There are different ways to do this. Some ways are secure, some are not. Typically WordPress plugins are not cyber secure. That is why it is better to work with strong Tech agency with senior developers and serious credentials, instead of web designers who often lack the necessary Computer Science background and cyber literacy. Check our capabilities and favourite Tech stacks here.


Intelligent websites. Forget WordPress, Drupal, Joomla, Typo3. These are frameworks of the past. You suffered too much. IT headaches. Time and money waste. At Symantra, we build websites that are much more than "brand refresh" and aesthetics ego-trips. We make your website perform on what really matters, meaning the 6 dimensions of an Intelligent Website: Page Speed, UI/UX Design, Cybersecurity, Mobile responsiveness, SEO performance, Strong Technology & Integrations. Read more.



Invoices automation is a technology that offers time saving benefits to businesses of all sizes by taking care of the invoice processing, from creation to payment reconciliation. Benefits: No more manual mistakes. Time Savings. Cost savings. Cash Flow and Performance Optimisation. Seamless Compliance.

This is an exclusive solution provided by Symantra for membership-based organisations and businesses.



Membership management automation: with Symantra's 360° digital suite for membership and community management (Member Experience Platform, top-notch CRM, interconnected digital ecosystem...), you can automate all the tasks related to the membership lifecycle, communications, public affairs, advocacy, operations, events, sales, finance... Symantra's 360° solutions help organisations to win significant amount of time, save costs on licensing, and generate new revenues from digital services. 100% data in the EU. Fully GDPR compliant. Superfast migration (few weeks, not months).


Document collaboration cloud. We implement European SaaS solutions to store, share and collaborate on your documents and data, with your Colleagues or External Partners. In a hyper-secure way. More and more EU-based Top companies, public institutions, and NGOs move away from Google Docs, Dropbox, SharePoint... Check our secure document collaboration solutions here.


Secure services. A system, program or service is secure if it has been security tested, uses best-practice security and complies with relevant policies.


User-centred design. An approach to solving problems that revolves around users and their needs. It focuses on understanding users and their needs at every step of the service design process.



Want to know what leading business associations and NGOs are doing better, digitally?


Here is how Symantra helps to implement Digital Transformation for associations and businesses.


Get in touch: contact@symantra.com