Case Study: Petroleum Equipment Institute achieves simplified member data access and hassle-free upgrades with Nimble AMS

PEI moves to Nimble AMS for easier system to use and maintain

The Petroleum Equipment Institute (PEI), a trade association representing more than 1,600 member companies worldwide, had used a highly customized association management system for about a decade. That customization left them without a clear upgrade path and with member data effectively “trapped” — staff had to piece together queries or use workarounds to access primary contact information and other essential reports.

PEI moved to Nimble AMS on the cloud-based Salesforce platform, adopting out-of-the-box association functionality that they configured to fit their needs. The switch delivered hassle-free upgrades, reliable access to member data, easy report-building and dashboards for nontechnical staff, an online member renewal form, and MailChimp integration — making the system easier to use, maintain and scale.

Petroleum Equipment Institute

J. Rex Brown

Director of Information Services