Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association...

Myths about iMIS Functionality, DEBUNKED!

Association Technology Solutions

Randy Richter – Director, Technology Solutions/Partner

http://www.atsol.org/

About ATS

Serving iMIS community since 1995

Full-service Authorized iMIS Solutions Provider (AiSP)

Application development to extend the functionality of iMIS

2015 and 2016 Authorized iMIS Solution Provider (AiSP) of the Year

Hosted by

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: rbanks@atsol.org

Presenter:

Randy RichterDirector of Technology Solutions, PartnerAssociation Technology Solutions, LLCDirect: (720) 945-7256Email: rrichter@atsol.org

Using GoToWebinar

Attendees are muted to reduce background noise

Remember to ask questions via the Questionspanel

Questions will be answered during Q&A after presentation is complete

http://www.atsol.org/

Facts are always a little fuzzy

Seen through the eyes of someonewho believes or doesn’t believe

People see what they want to see and hear what they want to hear

Myths about iMIS Functionality, DEBUNKED!

http://www.atsol.org/

Upgrade itself should take hours not days or weeks

Take the system down and you are back up quickly

Upgrades should happen multiple times per year, not multiple years per time

Preparation is key

Reduce or eliminate customizations

Reduce or eliminate stored procedures and triggers

iMIS upgrades are complex, expensive, and take a long time!

http://www.atsol.org/

Use Configuration NOT Customization when possible

Use iMIS the right way

Dues formulas should all be in iMIS

Member Type, Billing Category, Status need to be used correctly

Stored procedures and triggers should be eliminated

Process automation plus can solve many problems and is upgradable

I have to Customize iMIS to get it to do what we need

http://www.atsol.org/

14 Annual Competitions

Half Million in Scholarships

Hosted with ASI

Site DEDICATED to award entry

Professor can start a nomination

Student emailed with link to the nomination

iMIS can’t be used to build complex applications!

http://www.atsol.org/

iMIS can’t be used to build complex applications!

http://www.atsol.org/

14 Annual Competitions

Half Million in Scholarships

Hosted with ASI

Site DEDICATED to award entry

Professor can start a nomination

Student emailed with link to the nomination

iMIS can’t be used to build complex applications!

http://www.atsol.org/

Every page knows who you are

Content can be personalized to the user

Sites can be customized (not cookie cutter templates)

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

http://www.atsol.org/

ATS uses a scrape technique to pull information real time from your CMS

Include Welcome user message

I use a third party CMS, the RiSE site can’t look like it

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Drupal

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

RiSE

http://www.atsol.org/

Source Coding

Google Analytics/Ad words

Engagement Scoring

Dashboards

Send Emails to people based on what they have done

Automate emails based on actions in iMIS

Show targeted content to people

iMIS won’t support my Marketing Efforts

http://www.atsol.org/

iMIS won’t support my Marketing Efforts

http://www.atsol.org/

Did they Pay their dues? Register for an event? On a committee? Opened the last email? Clicked on a link in an email? Earned credit by taking a course? Contact their Congressman? Vote in the Board of Directors Election? Completed a survey? Posted on a social networking site? Access the online journal?

iMIS won’t support my Marketing Efforts

http://www.atsol.org/

iMIS won’t support my Marketing Efforts

http://www.atsol.org/

Single Sign on means login once and only once

Can be done with iMIS

Has been done with MANY vendors

Can work in cloud or on premise solutions

Bridge exist to over 70 third party vendors

iMIS doesn’t support SSO or Third Party Integrations

http://www.atsol.org/

Robust information exists in iMIS

IQA’s can provide great flexibility

I have to use a third party directory/buyers guide

http://www.atsol.org/

I have to use a third party directory/buyers guide

http://www.atsol.org/

I have to use a third party directory/buyers guide

http://www.atsol.org/

I have to use a third party directory/buyers guide

http://www.atsol.org/

Use Moves Management

Track Sales calls

Log Activities

iMIS can’t handle the Sales Process

http://www.atsol.org/

iMIS can’t handle the Sales Process

http://www.atsol.org/

iMIS can’t handle the Sales Process

http://www.atsol.org/

Dashboards

IQA’s

Business Objects

Process Automation Plus

It is hard to get data out of iMIS

http://www.atsol.org/

There is no good documentation

http://docs.imis.com/

There is no free support

ASI SMR Support for those on maintenance

Other Myths

http://www.atsol.org/

For more information or to engage ATS contactinfo@atsol.org

Randy Richter Richard Banks

rrichter@atsol.org rbanks@atsol.org

Questions?