Last Updated: Nov. 19, 2013
Table of Contents Overview... 3 Relationship Management... 4 Contacts... 5 Membership... 6 Fundraising... 7 Moves Management... 8 Events... 9 Professional Education... 10 Marketing... 11 Commerce... 12 Financials... 13 Orders & Inventory... 14 AutoPay... 15 Advertising... 16 Self-Service... 17 Social Engagement... 18 Private Communities... 19 Mobile Access... 20 RiSE Web Engagement Platform... 21 Page Builder... 21 Quick Start Sites... 21 Website Management... 22 Performance Measurement... 23 Reports & Dashboards... 24 RFM Analysis... 25 Analytics... 26 System Tools... 27 Tailoring & Integration... 28 Multi-Language Support... 29 Import & Export Utilities... 30 Process Manager... 31 Cloud Delivery... 32 2
Overview imis 20 is an Engagement Management System (EMS) that enables your organization to engage members, donors, and other constituents as well as your staff anytime, anywhere, on any device. One System One Database imis 20 includes everything you need to engage your constituents in one seamless cloudbased system. This eliminates silos of data and greatly reduces vendors, costs, and complexity. Designed to Engage Anytime, Anywhere, Any Device imis 20 includes mobile website templates for constituent self-service, online fundraising, and events. This saves your organization money because you don't have to buy specialty mobile apps and manage complex integration projects. Unlimited Flexibility Unlimited Possibilities imis 20 is built on the RiSE web engagement platform, a revolutionary one-of-a-kind tool that empowers you to easily and affordably meet the ever-changing online and mobile demands of your constituents. Manage Your Website Or Keep Your Existing CMS The RiSE web engagement platform has the flexibility to work with your existing Content Management System (CMS) or for many organizations the power to manage your entire web presence. Save Money Improve Performance imis 20 records all interactions with your members, donors, and other constituents whether offline or online in a single engagement database. This eliminates costly integration efforts, enables you to gather better constituent intelligence, and helps you make smarter business decisions. Editions From a small-staff association to an enterprise-level not-for-profit, the imis 20 Engagement Management System (EMS) delivers for organizations of all types and sizes. imis 20-100: Out-of-the-box EMS for small-staff organizations. Available exclusively via the imis Cloud. imis 20-200: Out-of-the-box EMS plus additional functionality and standard tailoring capabilities. Available exclusively via the imis Cloud. imis 20-300: Enterprise-level EMS with advanced functionality, extensive tailoring capabilities, and optional third-party applications authorized by ASI. Available via the imis Cloud or onpremise installation. However, there may be limitations on third-party applications available in the imis Cloud. 3
Relationship Management imis 20 includes powerful constituent relationship management capabilities so your organization can manage membership programs, fundraising campaigns, events, professional education, financial transactions, and marketing activity. Contacts: Manage relationships with individuals, groups, and organizations Membership: Manage chapters/committees, process membership fees, and analyze membership performance Fundraising: Manage campaigns, process gifts/pledges, and analyze fundraising performance Events: Manage conferences, meetings, and training classes of all sizes Professional Education: Manage continuing education, certification, and accreditation programs Marketing: Deliver the right message, to the right person, at the right time 4
Contacts Go beyond typical constituent management with imis 20. With simple-to-use tools, your constituents are empowered to update their own profile information and manage their committee, chapter, and online community memberships. But, your organization maintains control over which data constituents can access/modify either by individual or organization including profile/status, address, demographic, and transactional information. This means added convenience for constituents and increased productivity for you. Your constituents can Maintain control of their own profile information and easily access their payment history online or through a mobile device Manage their committee, chapter, and online community memberships Expand their profile with data from popular social media sites Extend their professional network by accessing a searchable directory of members Your organization can Manage contact, address, and custom demographic information for individuals or organizations Create an unlimited number of tables and fields for collecting and tracking custom demographic data Create and send e-mail to individual contacts or groups of contacts Track and manage interactions with constituents including e-mail correspondence, phone calls, meetings, event attendance, product sales, membership fees, and donations Store popular social media information for individuals and organizations Manage chapters, divisions, affiliates, or branches of a parent organization Manage constituent participation in committees, boards, and task groups Track and manage relationships between individuals or organizations Automate mailing address verification, cleansing, and updates 5
Membership imis 20 takes traditional membership management to the next level by providing your members with online and mobile access to your organization so they can tap into your tools and resources, renew their memberships, make donations, and even register themselves for your events anytime, anywhere. You can collect membership fees, manage chapters, track committee participation, as well as analyze membership performance to maximize revenue. Your members can Join your organization or renew membership fees online or through a mobile device Manage their own profile, membership history, and committee/chapter participation online or through a mobile device Register for an event, donate money, or buy products when renewing membership fees all from a single cart Your organization can Easily customize online or mobile join/renew pages with no programming necessary Leverage unlimited options for pricing, frequency, and accounting methods for membership fees Manage chapters, divisions, affiliates, or branches of a parent organization Manage member participation in committees, boards, and task groups Track and measure new member acquisition, member retention, and overall membership performance 6
Fundraising imis 20 takes donor management to new heights by providing the tools you need to inspire, acquire, retain, and develop a more meaningful relationship with your donors. With both online and mobile access to your organization, your donors can tap into your resources, share insights with others who are also committed to your cause, update their own data, purchase products, and register for your events. They can even become fundraisers themselves with peer-to-peer tools that expand your organization s visibility and reach. Your organization can plan, execute and measure your fundraising campaigns to maximize revenue. Your supporters can Donate to your organization online or through a mobile device Manage their own profile information and giving history online or through a mobile device Share their support for your organization on popular social media sites like Facebook, Twitter, and LinkedIn Raise money for events or special occasions through their own fundraising webpage Your organization can Process pledges/gifts of all types including annual, major, recurring, planned, and tribute Enter multiple gifts at one time through the Rapid Gift Entry feature Automate pledge reminders, gift acknowledgements, and donation receipts Solicit donations when constituents register for events, buy products, or renew memberships online or through a mobile device Easily customize online/mobile donation pages with no programming necessary Track and measure appeal, campaign, or fund performance 7
Moves Management With imis 20 you can manage the highly individual and hands-on approach necessary to cultivate major gifts. You can assign prospective donors to individual Moves Managers and manage a unique cultivation plan for each donor. Moves Management enables you to manage a pipeline of prospective donors across a team of Moves Managers. You can track activities from prospect identification, to cultivation, to the request for funds and, finally, through the stewardship phase of the relationship. Assign prospective donors to a Moves Manager Provide the Moves Manager with a unique landing page highlighting their pipeline of prospective donors and active donors Track key major and planned giving metrics like the gift type, estimated value, quality of prospect and any required notes Manage one to one relationships between donor and other constituent records Track and follow up on key activities, touches and moves that are required to move a donor from no gift to their maximum and correct gift Track the overall effectiveness of a Moves Manager s portfolio 8
Events Your large and small event experience just got an upgrade. Now your members, donors, and other constituents can register for a conference/ meeting/training class, access agendas and locations, read speaker bios, find out which of their peers are also attending, and more all online or through a mobile device. This sort of control and access is what drives attendee satisfaction, increases product purchases, generates positive referrals, and ensures retention. With imis 20, your organization can offer flexible event pricing according to constituent status, manage wait-lists, and more. Large or small, your events have never been more accessible, productive, or profitable. Your constituents can Register for events online or through mobile devices View event details, including locations, agendas, speakers, registration lists, and more Connect, communicate, and collaborate with other attendees through event-specific mobile websites Share their registrations for your events with their connections on popular social media sites including Facebook, Twitter, and LinkedIn Pay membership fees, donate money, or buy products when registering for an event Your organization can Manage the planning, logistics, communication, and registration for events of all types and sizes Add sessions, breakout groups and social functions for larger events Offer flexible pricing based on registration date, membership type, or other demographic information Set a cut-off date, determine maximum registration amounts, and manage wait-lists for fullybooked event functions Create event-specific mobile websites with registration lists, conference agenda, Twitter stream, and more 9
Professional Education When running continuing education, certification and accreditation programs, it s vital that you have the tools that are specifically designed to help you improve your performance and minimize risk. With imis 20, you can create repeatable, scalable and integrated programs with a system that has a solid track record for stability, reliability, and predictability. You have the flexibility to manage multiple certification programs, streamline application and eligibility processes, generate notifications/reminders, and track candidate progress from start to finish. Define Continuing Education Unit (CEU) category and hours/points for each educational class, seminar, program, or activity Automatically award CEUs upon successful completion of a designated educational class, seminar, program, or activity Create and manage multiple certification programs each with its own distinct completion criteria Specify requirements for certification based on any combination of membership, demographic, activity, or educational information Allow members to apply online and track their progress towards successful certification Automate certification award notifications and renewal reminders 10
Marketing With imis 20, you can create highly effective, targeted marketing programs that resonate with your members, donors and other constituents. Our advanced data management tools let you select and segment lists, define/manage budgets, execute multi-channel programs, assign follow-up, and then analyze results to determine what worked and what didn t. You can also manage sponsorships, memberships, major giving, or other large sales opportunities all from one centralized system that gives you the power, control, and flexibility you need to run today s sophisticated integrated programs. Import, match, and dedupe external lists Create marketing lists based on geographic, demographic, and transactional data Combine multiple marketing lists, manually edit lists by removing or adding individual records, and select random list segments for testing Save marketing lists for reuse, clone and modify existing lists, and export lists in a variety of formats Define and manage budgets, tactics, and lists for a marketing campaign Track and measure response rates, return on investment (ROI), and overall marketing campaign performance Manage sponsorship, membership, major giving, or other large sales opportunities Assign individuals or teams to manage opportunities with defined ownership roles Define and enforce a specific process for each type of opportunity Track opportunity progress, forecast results, and analyze performance 11
Commerce With imis 20 you can manage inventory, product sales, invoicing and other financial transactions all from one centralized system. Your members, donors, and other constituents can buy products, track their order status, and review their order history online or through a mobile device. Your organization can process PCI-compliant transactions, increase staff productivity, reduce costs, and improve your organization s performance. Financials: Manage financial transactions of all types and integrate to the General Ledger (G/L) package of your choice Orders & Inventory: Manage product sales and inventory levels AutoPay: Automate monthly membership fees and donations Advertising: Manage advertising opportunities from sales through insertion 12
Financials With imis 20 you can manage financial transactions of all types and integrate to the General Ledger (G/L) package of your choice. You can charge credit cards electronically in real time and store the full credit card number in encrypted form for transactions or store only the gateway transaction number or token. imis is the only system that offers both of these options and has also been validated as compliant with the Payment Application Data Security Standard (PA-DSS) by the PCI Security Standards Council. Accounts Receivable Process cash receipts for sales transactions against open receivables or as a prepayment in advance of any income application Process cash, check, and credit card receipts Group transactions by operation, module, or other function Payment control to reconcile with bank deposits Assign checks and balances such as control amounts and counts to the data entry process Use system-generated or user-defined batch numbering Supports any number of batches and entered transactions Supports multiple cash accounts Finalize all batch transactions through the posting/closing process Process transactions for two or more independent organizations Integrate to the General Ledger (G/L) package of your choice with the GL Interface Kit. Credit Card Processing Accept a credit/debit card payment from a constituent and, within a matter of seconds, have the card transaction approved over the Internet by your bank Defer transactions for authorization at a later time Supports Payflow Pro by PayPal, SafePay, or Moneris gateway options for credit card authorization or you can create a custom credit card gateway Enable PayPal Express Checkout option so your constituents can pay with PayPal PCI-compliant options enable you to choose to not retain cardholder information or choose to maintain an audit log when cardholder information is accessed Deferred Income Automatically trigger deferred income and processing for transactions from dues/subscription products, event registrations, and exposition sales Automate the recognition of appropriate income amounts as the income is earned Generate corresponding entries to transfer amounts from the deferred income account to the regular income account in your organization s General Ledger solution 13
Orders & Inventory With imis 20 your members, donors, and other constituents can buy products, track their order status, and review their order history online or through a mobile device. Your organization can easily create an online store and manage product inventory levels. Your constituents can Buy products online or through a mobile device Access their order history online or through a mobile device Buy products when the join or renew membership, donate money, or register for an event Place backorders on items out of stock Your Organization Can Easily create an online store multiple levels of product categories Manage online orders and manually entered orders in the same system Provide flexible pricing and customer discounts Handle additional miscellaneous charges such as freight, handling, and shipping Calculate freight charges based on the total weight of the order, total value of the order, or the total quantity of items ordered Automatically calculate sales tax, including Canadian GST and European VAT, when applicable Process partial or full prepayment information for cash, checks, and credit cards Optionally generate and track backorders when insufficient stock allows only partial shipment or no shipment Automatically release backorders when shipments arrive, or release backorders manually Monitor inventory levels and conduct inventory inquiries Create relationships between products for purposes of cross-selling, up-selling or offering replacements for out-of-stock items Maintain quantities of all products in multiple locations and transfer quantities between locations 14
AutoPay AutoPay enables the automatic renewal of membership fees and recurring donations using the member or donor s credit card. The option can be made available to members and donors in the Join Now and Give Now pages of your website. You can set your website to invite the member and donor to opt in, or to opt out of automated renewals, or even have the option switched on for all new members and donors. Members can opt in at any time when they join or subsequently when they renew. Members who have opted in to automated renewals still have the option to pay by alternative means of payment at renewal time, or opt out altogether. When making a donation online, the donor is invited to make it a recurring gift offering weekly, monthly, quarterly and annual payments. Your staff can suspend or cancel the payment at the donor s request. Offer members and donors the choice of easy, automated payments Maximize member and donor retention with automated renewals and recurring donations Enable members to discontinue automatic payments at any time Set automatic payment options in the join or renewal process as either off, opt-in, opt-out or always on Set recurring donation options in the online give now pages as either off, opt-in, opt-out or always on Differentiate between automatic and non-automatic renewals so your members are billed accurately Staff can manually add members to the automatic membership renewal program. Staff can preview membership fees and donations to be collected, and submit for collection Securely store member credit card details in a PCI-compliant manner 15
Advertising With imis 20 you can manage your organization's advertising opportunities from sales through insertion. Maintain and manage a directory of advertisers and agency contracts. Track ad sales by account and by agency. You can also analyze activity for sales forecasting, and create reports that summarize ad activity by publication, account, territory, sales rep, time period or ad type. : Manage Contracts Maintain directory of advertisers and agencies Call tracking Manage advertising contracts Track ad sales by account Track ad sales by agency Process Insertion Orders Customize and automate multiple rate cards Process orders for many types of ads display, classified, web Apply special pricing with discounts and surcharges Generate automatic insertion orders Enter contract options once, one contract serves as template for each order as it recurs Enter insertions all at once, or one at a time Generate invoices and manage collection efforts through imis AR/Cash Record production details Automate the placement of display ads and classified ads Output ad placements to any layout or production software Attach images of ads to order screens Manage preparation of digital materials so they are print ready through an online link Analysis Summarize ad activity by publication, account, territory, sales rep, time period, or ad type Graphical reports analyze financial, production, and performance data Comparative Analysis reports summarize and compare activity for trend analysis Analyze sales performance with forecasting, competitive tracking, goals and quotas 16
Self-Service Enable your members, donors, and other constituents to manage their profiles, renew memberships, make donations, register for events, and purchase products online or through a mobile device with imis 20. No other system provides this level of control and flexibility to remain connected to your constituents, reduce the number of vendors you need to manage, and eliminate data integration headaches. Your constituents can Manage their own profile, membership history, giving history, and committee/chapter participation Extend their professional network by accessing a searchable directory of members Join your organization or renew membership fees Donate money to your organization Register for events and access event details including locations, agendas, speakers, registration lists, and more Buy products, track order status, and access their order history Join/renew memberships, donate money, register for events, and buy products at the same time Your organization can Reduce overhead costs and improve employee productivity by allowing constituents to seamlessly conduct business with your organization online or through a mobile device Charge debit/credit cards through a PCI-compliant process in real-time for online or mobile payments Easily customize self-service pages with no programming necessary 17
Social Engagement Providing your members, donors, and other constituents with the ability to easily do business with your organization online or through a mobile device is a good first step towards engagement. Take selfservice to the next level with imis 20 by empowering your constituents with the ability to easily recommend and share your events, products, campaigns, and content to colleagues, friends, and fellow constituents. Your constituents can Share their comments, ideas, and commitment to your mission in a convenient, easy-to-use and fun environment Integrate elements of their social media profiles, such as a Twitter feed or Linked-In address, to their profile on your website Make more informed decisions on which of your products/programs/fundraising campaigns best meet their needs by accessing feedback from fellow constituents Learn who else has already registered for an upcoming event to encourage attendance and networking Your organization can Increase your visibility by making it easy for constituents to recommend and share content, products, events, and fundraising campaigns from your website to popular social media sites like Facebook, Twitter, and Linked-In Take advantage of viral marketing opportunities to promote your programs and events Roll out your public advocacy/educational messages to a much broader audience Create buzz and excitement around your key campaigns by providing convenient tools for constituents to leverage 18
Private Communities Savvy not-for-profits understand it takes a lot more than a Facebook page and Twitter feed to create an effective social experience for members, donors, and other constituents. Private communities where constituents can connect, collaborate, and communicate in a secure, trusted setting have emerged as one of the smartest ways to demonstrate value and ensure retention rates. With imis 20, your organization can provide a highly popular resource to constituents while also guiding/monitoring discussions in a controlled environment, protecting your proprietary assets, and accurately measuring the impact of your engagement efforts. Your constituents can Participate in secure forums where they can discuss topics of interest Access your organization s library of documents, videos, audio files, and image files Collaboratively author Wiki articles, a knowledge base, or an encyclopedia of industry information Create and maintain their own blogs Tap into exclusive members-only information and resources they can t find elsewhere, thereby making your organization indispensable Your organization can Provide a private setting where your constituents feel safe sharing their thoughts, ideas, feedback, and trends with your organization and others with similar interests Guide and follow your constituents discussion in a controlled environment vs. a public setting Protect your proprietary resources by controlling access and distribution only to authorized constituents in your private online library Create and maintain multiple organizational blogs Create multiple groups each with their own discussion forums, shared library, wikis, and blogs Track the effectiveness of your engagement initiatives with meaningful metrics 19
Mobile Access imis 20 makes it simple and affordable to provide a dynamic mobile website with personalized content using our ready-to-use starter templates. Unlike mobile apps that are designed just for specific devices and must be continually modified whenever the device technology is updated, mobile websites are accessible anytime, anywhere, from any device and can be quickly updated without expensive programming. Your constituents can Enjoy the convenience of managing their profile, buying products, registering for events, renewing membership, and donating money from their mobile devices Stay connected with your organization by easily accessing important information from their mobile devices Enjoy a richer event experience by accessing conference information, creating a personal itinerary, and connecting with other attendees from their mobile devices Your organization can Reduce overhead costs and improve employee productivity by allowing constituents to seamlessly conduct business with your organization through mobile devices Charge debit/credit cards through a PCI-compliant process in real-time for mobile payments Create event-specific mobile websites that include location information, event schedule, attendee list, Twitter feed, and more Easily customize mobile web templates by changing the design, navigation, and functionality without expensive programming Save money by using mobile web templates that come with imis instead of costly custom applications 20
RiSE Web Engagement Platform imis 20 is built on the RiSE web engagement platform, a key industry differentiator that empowers you to easily create and personalize constituent self-service, community, and mobile web pages with no programming necessary. Plus, the RiSE Web Engagement Platform has the flexibility to work with your existing Content Management System (CMS) or for many organizations the power to manage your entire web presence. imis also meets the World Wide Web Consortium s guidelines for web content accessibility for people with disabilities including the visually impaired. No other system provides this level of convenience and flexibility while reducing data integration needs, the number of vendors you need to manage, and the total cost of system ownership. Page Builder The RiSE platform includes an easy-to-use tool to create and personalize constituent web pages to meet the ever-changing demands of your constituents with no programming necessary. This is the kind of dynamic content you can add: Allow your constituents to share products, events, fundraising campaigns, and content from your website to popular social media sites Add a targeted promotion to constituent profile pages Show the real-time progress of your latest fundraising initiative right on the donations page Provide real-time data about your membership base Quick Start Sites The RiSE platform includes a selection of templates loaded with the features you need to quickly, conveniently, and affordably launch your new website or microsite. These templates can be easily tailored to meet the unique needs of your organization with no programming necessary: Member site: Includes everything you need to engage your members and allow them to manage their profile, renew dues, buy products, register for events, and participate in online communities Member Mobile site: Optimizes your website for members to access via their smart phones and tablets Donor site: Includes everything you need to engage your supporters and raise money online Annual Conference site: Provides a "micro site" experience to support critical events, such as your organization s annual conference Annual Conference Mobile site: Optimizes your Annual Conference micro site for use via smart phones and tablets Staff site: Offers your staff an easy, convenient way to access constituent data and manage your organization from a browser 21
Website Management The RiSE platform is a full-featured website management system powering hundreds of association and not-for-profit websites: Leverage website templates and themes to quickly launch a new website or microsite Allow non-technical users to edit web page content with a browser-based editing tool Manage multiple websites and allow chapters or affiliates to manage their own websites Create content once and share it across multiple websites Assign and manage content management responsibility to individuals or groups within your organization Categorize content and allow users to identify areas of interest using your organization's unique terms, audiences, and/or concepts Use your organization s specific terms, audiences, and/or concepts as well as contact, demographic, and transactional data from within your imis database to deliver targeted web content to your constituents Allow keyword searches to be targeted according to your organization's terms, audiences, and/or concepts Sample Client Websites Institute of Information Security Professionals Down Syndrome Victoria Girl Guides Canada National Restaurant Association iisp.org downsyndromevictoria.org.au girlguides.ca employeeedge.org The Builders Association Ontario Library Association Commonwealth Parliamentary Association Girl Guides Victoria buildersassociation.org accessola.org cpahq.org guidesvic.org.au 22
Performance Measurement With imis 20, all interactions with your members, donors, and constituents whether online or offline are stored in one centralized database. This is a game-changing opportunity for your organization to generate in-depth intelligence on constituents with custom reports and uncover key trends across the entire organization with executive dashboards. You can also determine how your organization s performance compares to other similar not-for-profit organizations and identify exciting new growth opportunities with sophisticated but easy-to-use predictive analysis and modeling tools. Reports and Dashboards: Monitor, analyze, and improve the performance of membership, fundraising, events, product sales, and other program areas RFM Analysis: Identify your best prospects with imis RFM (Recency, Frequency, Monetary) Analysis modeling and predictive analytics Analytics: Store and protect your data in a data warehouse, drill down to unearth trends and patterns, and analyze performance over time 23
Reports & Dashboards imis 20 includes reports and dashboards so you can monitor, analyze, and improve the performance of membership, fundraising, events, product sales financials, and other program areas. imis 20 natively supports Microsoft SQL Server Reporting Services (SSRS) and Crystal Reports and includes standard executive dashboards. You can modify existing standard reports or dashboards or easily create your own. Modify existing reports or create your own using MS SQL Server Report Designer or Crystal Reports Use Microsoft SQL Server Reporting Services (SSRS) for automating distribution and management of reports across your organization Track Key Performance Indicators (KPIs) using executive dashboards for Contacts, Commerce, Fundraising, Marketing, and more Modify existing executive dashboards or easily build your own Measure year over year progress towards Key Performance Indicators (KPI) and compare performance to other industry leading organizations with the Guided Performance Scorecard (GPS) dashboard 24
RFM Analysis RFM Analysis is an analytical tool that provides rankings for your contacts based upon their financial participation with the organization. It is a very commonly used tool for fundraising, but its applications are not limited to the fundraising marketplace. Any organization that targets contacts based on past participation can benefit from RFM Analysis. RFM Analysis relies upon three core elements that turn transactional data into a three-dimensional score based on: Recency How long since the last transaction? Frequency How often does this transaction occur? Monetary Value How much are these transactions worth? : Define ranking scores for recency, frequency, monetary, combined (calculated), and total (calculated) values. Rank and organize your customer population into specific groups manually or automatically. Create groups, such as quintiles, that reflect the relative ranking of customers according to all RFM measurements. Analyze transaction patterns to accurately predict future behavior. Define different customer population and transaction queries to include in each analysis. Generate segments that divide the population into categories based on RFM criteria Generate lists of potential customers for marketing campaigns Define different customer population and transaction queries to include in each analysis Record a customer s first, last, and highest transaction amounts and the dates of the first and last contact Rank and organize your customer population into specific groups manually or automatically store a combined ranking and a total ranking score Rank customer groups according to the relative recency, frequency, and monetary scores of their transactions Predict a customer s response to a marketing campaign based on the customer s transaction history 25
Analytics This turn-key business intelligence solution provides your organization with a secure data warehouse and the tools to analyze the performance of your organization in ways that are tedious or impossible with standard reporting tools. Analytics creates a data warehouse and online analytical processing (OLAP) database that is tailored specifically for your imis database. Every night, your data is automatically extracted from the imis database and stored in the data warehouse so that you have a complete historical record of all your imis data. Automatically store and protect your imis data in a separate database, called a Data Warehouse, in a way that maintains a complete historical record of your imis data Comes with a pre-defined imis data cube that includes eight measure groups that are designed to give you the best combination of multi-dimensional views into your imis data: Revenue, Membership, Opportunities, Fundraising, Marketing, Inventory, Issues, Accounting Users can rapidly query imis information to create sophisticated charts and grids, decomposition trends, perspective views, performance maps, and key performance indicator measures Improve imis system performance by moving reporting and querying activity against the Data Warehouse Designed for use with ProClarity Professional, an industry-leading OLAP viewer but also compatible with other industry standard data viewers, including Microsoft Excel, Microsoft Analysis Viewer, and cubeslice OLAP viewer requires no knowledge about designing reports or performing SQL queries Eliminates the need to run reports on a daily basis for manual comparison 26
System Tools Take advantage of the most robust set of tools, the largest library of add-on applications (more than 100 specifically developed for imis), a dynamic developer s community, and the widest partner network available. With imis 20, you have unlimited options to customize data fields, navigation, menus, screens, and processes to create a system that is as unique as your organization. imis runs on a Microsoft database platform providing tight integration with Microsoft Office applications, including Outlook and easy-to-use import/export capabilities. Tailoring & Integration: imis includes a powerful set of tools for tailoring the system without affecting the product upgrade path: o Create query building blocks that can be easily assembled by users to create complex queries o Add an unlimited number of custom fields and tables, modify navigation and menu options, and create custom screens and web pages o Integrate to external applications using the imis Application Programing Interface (API) Multi-Language Support: Translate your web content and imis system into multiple languages Process Manager: Define and manage the workflow for complex processes Import & Export Utilities: Easily import and export data in a variety of formats 27
Tailoring & Integration imis 20 includes a powerful set of tools for tailoring the system and integrating with external applications without affecting the product upgrade path. Creating Tables and Modifying Screens imis provides the ability to create an unlimited number of custom tables and fields, as well as the ability to create custom screens and menus, all without affecting the product upgrade path. Standard Interfaces NRDS Interface Share information between imis and The National Association of REALTORS (NRDS) through an automatic synchronization of changes made in either database Expocad Interface Allows booth selection and assignments to occur in EXPOCAD (www.expocad.com) while maintaining billing and prospecting capabilities in imis G/L Interface Integrate to the General Ledger (G/L) package of your choice with the GL Interface Kit Integrating to External Applications imis includes a universal web-based Application Programming Interface (API) to imis that can allow a wide variety of customer and partner developer applications to communicate with imis, regardless of technology or application platform. For instance, applications can be written in Microsoft.NET technologies, or almost any other platform such as Java, JavaScript, Adobe Flex 2 (Flash), or AJAX and do not need to be server based. For more information visit the imis Developers Community at www.imiscommunity.com. imis App Exchange The imis App Exchange features add-on applications developed for imis by imis partners and developers. All apps can be purchased directly from the developer and contact information is provided for each app. Apps designated as "ixtend" follow ASI guidelines for custom integrations and productized bridges and can be purchased either from ASI or from the app developer. For a complete list of imis add-on applications visit www.advsol.com/ixtend. 28
Multi-Language Support imis 20 provides multi-language support through the Translator* tool. The Translator tool enables you to easily become a true multi-lingual organization by translating your website as well as your imis system into multiple languages. Translate Your Website Translate Your imis System : Allow website visitors to select language of choice Display all website content including prompts and community posts into website visitor s language of choice Remembers website visitors language selection and displays correct language upon return visits to your website Allow your staff to select language of choice when using the imis system Display field prompts, drop-down lists, and data in your imis system in multiple language Includes bi-directional translation so staff can enter data in one language and have it displayed in another Supports any language including languages that require a double-byte character set Allows for the creation and management of custom word or phrase translations Allows for excluding words or phrases from translation *The Translator is not available yet but coming soon. 29
Import & Export Utilities imis 20 provides a variety of tools for importing and exporting data as well as integrating to external applications without affecting the product upgrade path. : Build and Export Queries Intelligent Query Architect (IQA) is a query-building tool that extracts data from the imis database. IQA simplifies query-building tasks by providing a user-friendly interface that makes it easy for a user with limited SQL experience to build queries that can be exported in a variety of formats. Import Lists The Acquisition Management feature allows you to import prospects and search an external prospect table from the imis global name lookup. For example, if you obtain a list of names and addresses of prospective clients, you can import the data into imis and create a mass mail merge to solicit funds from the prospects. Once you locate a prospect record, you can convert the record to a customer record. Manage Duplicates Duplicate Merge Management allows you to merge multiple duplicate records under one ID that is selected as the Retain ID. Duplicate Merge Management locates all potential duplicate records and organizes them into duplicate groups. You can manage these groups to determine which records to retain, which records to merge into the retained records, and which records to delete. After you have managed the groups, you can run merge or delete the selected records. Import Financial Transactions Import and process mass order data or financial transactions from an external import file, allowing you to avoid entering this data manually, transaction by transaction. 30
Process Manager Process Manager enables you to manage any time of complex sales process such as an exhibit sale or major donation. Process Manager enables ownership, action plans, and workflow for a particular sales opportunity. It is flexible enough to be tailored to manage any type of complex process such as project or case management. : Manage Opportunities Create sales, membership, donor, or project opportunities for individuals or organizations Classify multiple types of opportunities based on different processes being managed Maintain multiple opportunities by prospect or project with specific contacts, descriptive attributes and objectives for each Assign multiple individuals or groups to manage opportunities, with defined ownership roles (e.g., primary/team leader, individual team member, department/group member) Owners can review opportunities by type, target, date, opportunity status, or responsibility level Since the module is browser-based, remote sales staff can have access to all opportunity information and will be able to record actions that apply to those opportunities from any location Update contact and opportunity profiles Assign and Track Actions Setup predefined task lists to track actions that need to be taken, and assign each action to an owner Set notification options so supervisor can be alerted when assigned actions have been taken Automatically e-mail new opportunities to owners Update the task list based on actions taken remotely Reporting and Analysis Forecast revenue from current opportunities in progress Graphical reports analyze financial and performance data Comparative Analysis reports summarize and compare activity for trend analysis Analyze sales performance with competitive tracking, goals, and quotas Summarize opportunities by type, organization, owner group, time period, or any attribute defined for the report on opportunity bottlenecks 31
Cloud Delivery The imis Cloud delivers imis 20 as a service that speeds implementation, lowers costs exponentially, enhances security while controlling risk, ensures up-to-the-minute updates without downtime, provides an always-on interface for constituents and staff, and simplifies the customization process. Cloud computing advantages include: Ready-to-Go Systems Implement in a Fraction of the Time In the imis Cloud, systems can be set up quickly using templates and starter websites. Simple systems can be implemented in hours and imis 20 websites and mobile sites can be established in just a few days. No Hardware to Buy and Maintain No Software to Update In the imis Cloud there is no expensive, complex infrastructure to manage. Software updates are automatic and managed by a team of imis experts. And, you no longer need to pay for high-speed internet connectivity to support your website it s all included. Reduced Costs in the Cloud With our web-based delivery, small- and medium-sized organizations can spend up to 3 to 5 times less than with standard, self-hosted software systems. Larger organizations benefit from a shorter implementation cycle, which results in lower costs. All software updates are installed at no cost to you -- and with no hardware to purchase or maintain, your expenses are reduced even further. Increased Security and Lower Risk In the imis Cloud, you benefit from the latest technology, state-of-the-art security, regular backups of critical data, and hardware redundancy. Quick and Easy Configuration While core components of imis are available at all product levels, the imis Cloud makes it easy to pick and choose the optional modules you need to meet the specific needs of your organization and make it your own. And, system resources can be automatically scaled up to meet high-demand spikes as needed. While the imis Cloud is the preferred delivery method, customers can also choose to purchase and host imis themselves or through a partner. 32
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Advanced Solutions International (ASI) is a recognized global, industry thought leader that focuses on helping associations and not-for-profits increase operational and financial performance through the use of best practices, proven solutions, and ongoing client advisement. Since 1991, ASI has served nearly 4,000 clients and millions of users worldwide, both directly and indirectly through a network of over 100 partners, and currently maintains corporate offices in the USA, UK, Canada, and Australia. North America: 1-800-727-8682 Europe: +44 0203 267 0067 Asia-Pacific: +61 3 9869 7500 www.advsol.com /advsol @advsol /advanced-solutions-international 34