Introduction to iMIS Process Automation

Business process automation (BPA), is the strategy a business uses to automate processes in order to contain costs and enhance engagement. It consists of integrating applications, restructuring labor resources and using software applications throughout the organization.

The new Process Automation features of iMIS provide a major step forward in this goal. You can enhance your ability to realize efficiency and engagement with training in process automation skills. Make yourself more valuable to your organization and you both win!

iMIS is not just another software application. It is a platform of tools to efficiently build engagement with members, donors and customers. If you have the training and understanding of the RiSE Web Engagement platform the opportunities for data driven engagement are endless.

This workshop will launch your skills with the newest addition to iMIS, Process Automation. You will begin automating the many repetitive and routine tasks needed to deliver engagement with your constituents.

This instructor led online workshop is demonstration style with time for questions and discussion. Process automation is a rapidly expanding and developing module, this is where to start.

How you will benefit

You will be able to:

  • Create Alerts to notify your users and staff of pending dues payments, open invoices, missing profile data like phone and email, level of donations for a period and much more.
  • Assemble alerts in sets to display on any page you wish.
  • Creating scheduled tasks for sending donor thank you emails, event follow up emails, requests for additional information, notices of upcoming events, all based on IQA criteria to select your audience.

For more information, please feel free to review our detailed class page (including a downloadable brochure), or to learn more about our AYD classes in general, please check out our FAQ sheet.

Note: The times listed for this class are based on North American Eastern Standard Time.  Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.

Reminder: This session will be recorded, and the recording will be made available to all attendees.  By registering for and attending the session, you give permission to ASI to record, reproduce and distribute the audio/video recordings from this training session.  This session should be considered a public forum.

1/25/2021 2:00 PM - 3:00 PM
Online At Your Desk Training Advanced Solutions International, Inc. 901 N. Pitt St., Suite 200 Alexandria, VA 22314 UNITED STATES

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