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ProgressCRM to iMIS

ProgressCRM to iMIS . Performance Improvement Opportunities. Introductions and Objectives. ASI Purple Vision Thrive How did we get here? ASI and iMIS Fisk Brett and ProgressCRM. ProgressCRM and iMIS – what’s the story?.

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ProgressCRM to iMIS

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  1. ProgressCRM to iMIS Performance Improvement Opportunities
  2. Introductions and Objectives ASI Purple Vision Thrive How did we get here? ASI and iMIS Fisk Brett and ProgressCRM
  3. ProgressCRM and iMIS – what’s the story? ProgressCRM continues to be developed and supported going forward, indefinitely. We have 161 active clients using this application, with 95% retention rates. The ProgressCRM product will remain a client – server application requiring a desktop installation The ProgressCRM browser, web-service and email add-in modules will continue to in the technologies they are now. iMIS is a series of web sites, hosted by ASI, powered by 1 database and accessed by all constituents through a browser.
  4. Online revolution……what’s expected? Your supporters are online: to what extent is your organisation utilising that availability? Supporters expect high quality relationship management Unique and personalised Progressive and proactively developed over time Interactive and empowered Joined-up relationship-building on many levels Technology platforms Media channels Supporter activities and motivations
  5. Thrive Online Engagement
  6. Typical Scenario for 2013 Web Site Database Sales Ledger Spread sheet Data Payment Records Web Site Access – Sponsored Bike Rides Word Docs ProgressCRM Database Manual Reports Face Book
  7. Future View of IT Services A single integrateddatabase backed up with Specialist Services Web Sites
  8. iMIS model of performance improvement
  9. The Future in Summary Flexible options e-commerce Web services Integrated Emailing SMS Cloud based Low cost Secure Accessibility Integration CRM with CMS Accounting Open access Social media tools
  10. Three Ways to Get There Option 1: iMIS100 – new solution from ASI built around the SaaS model; available as BETA until June 2013. Option 2: iMIS web solution married with a ProgressCRM database, before full move to iMIS. Option 3: Move from ProgressCRM to iMIS
  11. Option 2: How do I get there? Website (public, members, donors) iMIS Existing Website iMIS Website Replace existing website (or create new portal) with an iMIS website Back-office (staff) ProgressCRM iMIS back-office
  12. Delivered in Partnership ASI have partnered with Purple Vision to deliver this solution Purple Vision have both ProgressCRM and iMIS skills, complemented by a fundraising consultancy practice.
  13. Three Key Principles Like for like software functionality provided with no costs. Charged for new functionality that is taken on board. Need to review user types & numbers as iMIS uses named users & different license types aimed to reduce running costs. Running cost charges include both hosting and support.
  14. Menu Approach
  15. Menu Approach
  16. Menu Approach
  17. Product Look and Feel
  18. Public Websites i Staff Site Native CMS Admin Portal
  19. Donor Profile
  20. Donor Profile
  21. iPart Technology Address iPart- for members to update or for staff to update on behalf of the member Drill down iPart– present data in summary format and allow for drilling down as required
  22. iPart Technology Query iPart- includes options for hyperlinks on the results. Allows easy navigation to member details, event registrations, company records, Google maps etc.. Query iPart- can be used by staff or can be published out for members to use. Standard options to export the results to Excel, PDF & CSV
  23. ProgressCRM to iMIS Discussion and next steps
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