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Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter – Director, Technology Solutions/Partner

Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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Page 1: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

Myths about iMIS Functionality, DEBUNKED!

Association Technology Solutions

Randy Richter – Director, Technology Solutions/Partner

Page 2: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 3: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

Hosted by

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]

Presenter:

Randy RichterDirector of Technology Solutions, PartnerAssociation Technology Solutions, LLCDirect: (720) 945-7256Email: [email protected]

Page 4: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 5: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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!

Page 6: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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!

Page 7: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 8: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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!

Page 9: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS can’t be used to build complex applications!

Page 10: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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!

Page 11: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 12: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Page 13: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Page 14: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Page 15: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Page 16: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Page 17: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 18: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

Drupal

Page 19: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS RiSE isn’t a real CMS

RiSE

Page 20: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 21: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS won’t support my Marketing Efforts

Page 22: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 23: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS won’t support my Marketing Efforts

Page 24: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 25: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 26: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

I have to use a third party directory/buyers guide

Page 27: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

I have to use a third party directory/buyers guide

Page 28: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

I have to use a third party directory/buyers guide

Page 29: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

Use Moves Management

Track Sales calls

Log Activities

iMIS can’t handle the Sales Process

Page 30: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS can’t handle the Sales Process

Page 31: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

iMIS can’t handle the Sales Process

Page 32: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

Dashboards

IQA’s

Business Objects

Process Automation Plus

It is hard to get data out of iMIS

Page 33: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

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

Page 34: Myths About iMIS Functionality - Debunked! · Myths about iMIS Functionality, DEBUNKED! Association Technology Solutions Randy Richter –Director, Technology ... Process automation

http://www.atsol.org/

For more information or to engage ATS [email protected]

Randy Richter Richard Banks

[email protected] [email protected]

Questions?