Customer story

Challenge Overview

• As a new Association Manager tasked with updating all software systems, the Manager needed to overhaul a 90’s-era on-premise software database system that had become overly complex throughout the years.
• They were seeking a clean, easy, and functional replacement platform. It was also vital that the new software could provide features to track custom information that was unique to the Lake Association.
• The association also needed to update their own website. The previous site was very outdated, and they were no longer able to make edits or updates because the software used to develop it was so old. 

Solution

Lake Lorelei chose ManageCasa primarily because the ManageCasa implementation team was willing, agile and enthusiastic about rolling out the custom features necessary to meet the association’s needs. 

The association’s previous proprietary software had been built to cater to numerous custom data fields more complex than those of an average HOA: RV serial numbers, boat license plate numbers, and more. ManageCasa worked with the Lake Lorelei team to create a Custom Fields table that would accommodate all of this data and make migration more efficient, which was essential to ensure a smooth transition.

The association also appreciated that ManageCasa included a website development tool, which adds continuity for their members between the external site and the member portal.

Key Outcome

Lake Lorelei’s new website was rolled out early on, replacing their previous site that had over time become unresponsive and unmanageable. Now the team is able to update their site at any time, including the ability to add custom widgets and plugins.

Once the website was in place, the team then began the data migration process for all of their association members. With over 830 Members and many unique needs, the team worked hand in hand with ManageCasa’s onboarding and engineering teams to ensure the required level of customization and support was met throughout the process. 

Now that data migration is finished, the association is preparing to launch the full program to the public, including introducing ePayments and a custom resident portal for their members.

“A strong feature of ManageCasa is the support that they offer. The ManageCasa onboarding team has been an excellent support system and asset to us. The transition from very old and outdated systems to cutting edge has been unexpectedly difficult. Luckily, anytime I needed support I would jump on a call with the team, and they could walk us through it.”

– Chris, Office Manager