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April 21, 2025

Using AI to Analyze Data and Uncover Insights 

How AI and analytics can help associations turn raw data into meaningful action. 

woman analyzing data and looking for data-driven insights with the help of AI

Managing member data can sometimes feel overwhelming. There’s often so much information and not enough time to make sense of it all. For associations, the challenge isn’t just having data, it’s knowing what to do with it.  

By this point, you’ve probably heard about lots of applications for AI – data analysis is yet another area AI can make a big difference. When used well, it saves time, simplifies data analysis, and helps you spot trends quickly. This means that instead of spending time on manual data cleanup, your staff can focus on what really matters: member strategy and engagement. As we’ve said before, it’s not about replacing your team. It’s about helping them do more with less effort.  

During our recent webinar Why Your Data Matters & What You Can Do With It, Christin Berry, Vice President, Business Analytics & Data Services at ASAE  and David Jovel, Sales Engineering Director for Higher Logic, talked about how their teams are using AI to clean data, reveal insights, and improve member engagement.  

Their approach proves that AI isn’t just for tech experts. It’s a tool any association can use to improve strategy and focus on what matters most.  

Let’s break it down.  

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Why Your Data Matters & What You Can Do With It

Watch the recording of our recent webinar!

Common Association Challenges

  1. Outdated or manual systems are slowing teams down
    Many associations still rely on outdated tools or manual processes to manage their data. This often means hours spent cleaning spreadsheets or chasing down information from different systems. It’s time-consuming, repetitive work that keeps staff from focusing on strategy, innovation, or member experience.
  2. There’s too much data and not enough direction
    Associations often have more data than they know what to do with. Data like event sign-ups, email clicks, and survey responses can add up fast, and without a clear strategy, it’s easy to get overwhelmed. The challenge isn’t collecting data anymore, it’s figuring out what matters, what to look for, and how to actually use it. Like Sophie McGregor from the Australian Dental Association shared on another of our recent webinars (Recruit, Retain, Engage: Strategies for a Thriving Member Base), sometimes it’s about looking for data that stands out and then digging deeper, or focusing on a specific trend to track progress toward a specific goal. Knowing where to start and how to translate numbers into action is where many organizations get stuck.
  3. Lack of tech skills makes modern tools feel out of reach
    New tools sound great in theory, but not every team has someone who knows how to use them. And even when staff have an appetite to learn, sometimes it’s hard to find the time. For associations without a data analyst or tech expert on staff, figuring out where to begin can feel intimidating. It can be hard to take advantage of data analytics tools like Power BI without having someone who is familiar with them. This can be a significant barrier to change.  

The good news? Many of these tools are getting easier to use, even for beginners.  

 AI Tools That Make it Easier

Working with data doesn’t have to be overwhelming. In the webinar,both Christin and David shared how tools like Power BI, Acumen, and even ChatGPT are helping their teams save time and uncover insights faster.  

Many of these platforms are designed with non-experts in mind, meaning you don’t need to be a programmer or a data scientist to get started. Whether it’s cleaning up messy spreadsheets or spotting trends in survey responses, these tools are built to simplify the process.  

    • What it is: A data visualization and reporting tool by Microsoft. It helps you turn raw data into easy-to-read charts, dashboards, and graphs.  
    • How it can be used: ASAE’s team uses it to create quick “snapshots” that help their executives see top-level trends without having to dig through multiple reports.  
    • What it is: An AI assistant in the form of a chatbot that can help generate ideas, summarize content, or automate analysis tasks in a conversational way.  
    • How it can be used: Christin mentioned that many people are using ChatGPT to write formulas or code for Power BI. This can help teams avoid time-consuming trial and error. She also emphasized that you don’t need to be technical to use it.  
    • What it is: A platform built specifically for associations, offering dashboards and reports that integrate data from tools like your AMS, email platform, and event systems.  
    • How it can be used: It gives you a clear picture of member behavior, engagement, and trends over time. Christin showed how they use Acumen to visualize things like event attendance, position levels of attendees, and even overlap between meetings.  
    • What it is: A conversational engagement tool that helps associations ask questions and gather feedback from members in real time. 
    • How it can be used: ASAE sends questions like “Who pays for your membership dues?” or “What benefit are you most interested in?”. Based on their responses, they tailor follow-up messaging and resources. 
    • What is it: We couldn’t leave ourselves off the list! At Higher Logic, innovation is part of our DNA. We are dedicated to embracing the latest technological advancements that deliver meaningful value to our customers including AI! That means incorporating new AI features into our platforms to supercharge member engagement. 
    • How it can be used: Leverage AI-driven Smart Newsletters and Smart Campaigns to target members with content personalized based on their actions. Get help from a built-in AI Assistant that will help automatically generate summary responses to search queries in your community or help you draft emails more quickly. Simplify community content management and organization with bulk upload and AI-suggested tagging. 

Together, these tools are helping associations reduce time spent on manual tasks and personalize the member experience in ways that weren’t possible before. With AI supporting everything from analysis to automation, their teams are able to focus on the insights, not the busy work.  

membership staff exploring ways to use AI to analyze data

You Don’t Need to be an Expert

There’s a growing list of AI-powered tools for data analysis helping associations uncover insights faster. But what stands out isn’t just the technology, it’s how approachable it is. This matters because associations already have a lot on their plates. From event planning to managing member programs, there’s not always the time or budget for advanced training.   

You no longer need to be a programmer, a data scientist, or an Excel expert to make sense of your member data. Today’s AI tools are designed to be used by people like association staff, marketers, and membership managers, rather than just analysts or developers. Many platforms offer intuitive dashboards, step-by-step guidance, and natural language prompts so that anyone in your team can find answers. In fact, many of the most effective AI tools for data analysis are built to be accessible for non-technical users, which eliminates the need for deep technical expertise to understand your dataForbes. 

Christin from ASAE emphasized this during our webinar she didn’t need formal classes in Power BI. Instead, she relied on online resources to learn at her own pace. In many cases, that flexibility and accessibility is just what a team need.  

AI is not meant to make things more complex. It is here to make things clearer for you and your team. The right tools make it easier for your staff to explore member behavior, automate reporting, and make decisions without needing a background in tech.  

AI + Humans: People Matter

AI can help you organize your data, notice patterns, and speed up decision-making, but it does not replace the human element.  

During the webinar, Christin shared a valuable reminder: “The data is not going to tell you what to do.” Even the best AI tools need context. Numbers can show you a trend, but they won’t explain why it’s happening. This is why it’s so important to talk to your members. Having open communication with your members, gathering feedback, and understanding their needs will allow you to understand your data in a deeper way.  

Even if you have access to extensive data, teams still use surveys, open-ended feedback, and polling to hear people’s stories. Data might be able to tell you that your engagement dropped, but only a conversation with your members can tell you why.  

Member needs may vary from person to person, and they may change over time. Only your staff can understand the tone, context, and nuance of member comments or feedback. And, even with the help of technology making it faster and easier, it’s still PEOPLE who build those relationships that keep members engaged year after year. 

Technology can do a lot, but it can’t replace the power of human connection, especially in the association world where relationships and community are essential.

woman making a list of the ways to try using AI to review data

Getting Started Where You Are

You don’t need a massive budget or a team of data scientists to start using AI for data analysis. In fact, Christin and David both emphasized that the best place to begin is simply with the tools you already have access to.  

If you’re using Excel, start there. Christin mentioned that she began by exporting flat files from their AMS and combining them using Power Query, which is a feature built into Excel. . It was a small step that was able to unlock bigger insights.  

Power BI and Acumen can also make it easier to create dashboards and reports that different departments can find helpful. And if you’re not technical, tools like ChatGPT can help you generate formulas or code to speed up analysis.  

David also added that it is important to start with what’s working and build on it. You don’t need to “boil the ocean”. One well-organized dataset or visualization can open the door to many ideas and conversations.  

If you’re unsure where to begin, it may be helpful to identify one problem you’d like to solve first. Maybe something like understanding why event attendance dropped, figuring out which members have not renewed their membership, or identifying which emails have gotten the most clicks. Then, start exploring how a tool you already have might answer that question faster.  

The most impactful insights often come from using simple tools in smart ways. It doesn’t have to be perfect. Tthe sooner you start, the sooner you’ll learn how you like to use AI and refine your process. Like Christin said in the webinar, “If I can do it, anyone can.” 

Continuous Improvement

Success with data does not happen overnight. It requires revisiting your benchmarks, tracking your progress, and asking questions about what the numbers really mean. What worked previously may not work today, and that is okay. AI and analytics tools can help your data analysis process in many ways, but it is up to your team to explore those insights and adapt.  

It’s important to not only collect the numbers, but to learn from them. Remember to stay curious. Continue asking yourself: Is this data still helpful? Are we learning anything new from it? Should we shift our focus? Continuous improvement does not require perfection; it only requires a willingness to make small changes that lead to better results.

Related Resources

Check out these resources to help you explore ways to use AI and member data.

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Member Data Success Kit

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AI Toolkit for Associations

Dive in and discover how to harness AI effectively and revolutionize your association’s strategy and operations, paving the way for...

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Event

Association Success Series: Applying Analytics, Automation and AI

Date: February 21, 2025

Surveys show many leaders remain hesitant to embrace AI, analytics, and automation—three key technologies that are game-changers for staff and...

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Jessica Muniz Lopez
Jessica Muniz Lopez

Jessica Muniz Lopez is the Marketing Intern for Higher Logic. In this role, she assists with content, social media strategies, data summarization and analysis, and more. Jessica is pursuing a Bachelors of Business Administration in Marketing from the University of Houston C.T. Bauer College of Business (graduating December 2025). She is passionate about using data analysis, problem-solving, and strategy, to turn insights into action. Whether it’s monitoring marketing performance, finding ways to improve SEO, or organizing messy information into content that’s easy to consume, she enjoys finding ways to make things more efficient and effective.