Solution Blueprints.
Ready-made workflows for the programs associations run. Your staff add a blueprint at no charge and adjust it in the Studios. If one needs our configuration expertise, we quote that work before we start. Every blueprint runs on the same workflow engine and the same member record.
One engine under every blueprint.
Every blueprint is a state machine: a set of defined stages, the moves between them, and the conditions that must be met before each move. It's the same engine Oasis clients have run in production since 2016. Workflow Studio, the designer on top of it, is newer.
Defined stages
A case is always in one stage you've defined, and every move between stages is recorded.
Gates that hold
A case can't move on while a deficiency is open.
Time-based moves
Stages can advance on a date or after a set period: closing dates, expiries, renewals.
A complete record
Every move carries who made it, when and why.
Corrections, audited
Authorized staff can move a case back, and that's recorded too.
That's what makes a blueprint more than a form: it carries a case from first submission to final outcome. How the engine works →
Credentialing and regulation
Certification
Multi-path applications, AI document screening, fee and upload stages, staff and examiner review, and recertification on schedule. Attendance at Zoom sessions can trigger certificate processing automatically.
Learn more →AccreditationNew
Accredit programs, courses, providers and organizations on the same engine, with a public list of accredited bodies.
Learn more →Applications & Reviews
Intake, AI screening, review on one screen, external examiners in a secured portal, and a decision recorded with its reason.
Learn more →CE & Credits
Track continuing education credits against each member's renewal requirements.
Case Management
Complaints, discipline and disputes, configured for your association with a full audit trail. A packaged blueprint is on the way.
Non-dues revenue
Job Boards
Employers pay to post; members find careers.
Member Event Posting
Members promote their own events through a paid submission.
Member Microsites
Premium member listings with their own microsite and location search.
Rotating Ad Sales
Sell rotating ad slots across your site.
Paid CE and Certification
Charge for credit tracking, certification and renewals.
Programs and engagement
Awards & Recognition
Calls for nominations, judging panels and ceremony management. Combined scoring and blind review are activated when your program needs them.
Grants & Bursaries
Applications, review and funding cycles for fellowships and financial aid, with the same examiner options.
Mentoring
Match mentors and mentees, and track their milestones.
Surveys & Feedback
Member surveys and post-event feedback, with member context and response analysis.
Fundraising & Giving
Donation campaigns, recurring giving, pledges and donor recognition.
Member Directory
Searchable directories from live AMS data.
Learn more →Shift Management
Match professionals to open shifts.
Learning Management
Education portals and credit tracking today. Course delivery, quizzes, certificates and SCORM arrive in 2027.
Governance
Nominations & Elections
Candidate submissions and board elections with full staff oversight, including secret ballots and weighted voting.
In every blueprint
English and French, in every form, notice and stage.
Every step on the record, with who acted, when and why.
Fees and uploads inside the workflow, paid and added by members on your website.
Something else?
Build your own workflow in Workflow Studio, or have us build it, quoted before we start. Forms for any blueprint are designed in the Design Studio.
Ready to see a blueprint on your own process?
New workflows in days, not months.