ASI Training Course Matrix

Training Course iMIS Cloud Enterprise
(300)
iMIS Cloud Professional
(100/200)
iMIS 20.2
2017 Release
Orientation (on-demand)
iMIS Orientation Series (on-demand) *
iMIS Orientation: New User - Introduction (on-demand) * *
iMIS Orientation: New User - Advanced (on-demand) * *
iMIS Orientation: New User - System Administration (on-demand)   *
iMIS Orientation: New User - Project Manager/Product Owner (on-demand)  
iMIS Cloud Classes
Essentials of iMIS Cloud Contacts    *
Essentials of iMIS Cloud Finance
 
iMIS Cloud Finance: Payment Processing
 
iMIS Cloud Finance: Accounting Adjustments
 
iMIS Cloud Finance: Closing Processes
 
Essentials of iMIS Cloud Billing    
iMIS Cloud Billing: Memberships and Dues    
iMIS Cloud Billing: Accrual Dues    
Essentials of iMIS Cloud Commerce    *
Essentials of iMIS Cloud Events *  *
Mastering iMIS Cloud Events by Example * * 
Essentials of iMIS Cloud Fundraising *  
iMIS Cloud Fundraising: Moves Management *  
iMIS Cloud Fundraising: Campaigns and Segmentation *  
Essentials of iMIS Cloud Email * * 
Essentials of iMIS Cloud Email Marketing   * *
Mastering iMIS Cloud Email Marketing Personalization    * *
Mastering BOD with iMIS Cloud Expression Builder  
Essentials of iMIS Panel Designer  * * 
Essentials of iMIS Security  *  *
Essentials of iMIS Dashboards  
Mastering iMIS Dashboards  
Other At Your Desk Classes
Introduction to IQA *
Advanced IQA *
Applying iQA with iMIS *
Introduction to iMIS Engagement Scoring *
Introduction to iMIS Dashboards *
Advanced iMIS Dashboards *
Introduction to iMIS Communities  
Introduction to iMIS Certification  
Introduction to iMIS Process Automation *
Applying iMIS Process Automation *
Essentials of AutoPay Payment Processing
Mastering AutoPay with DataVault Configuration  
iMIS RiSE Configuration and Administration * 
iMIS RiSE for Content Managers *
Introduction to Designing iMIS RiSE Websites *
Preparing Your Data for Conversion into iMIS *
Business Object Designer  
Essentials of iMIS REST API
iMIS REST API Series
iMIS REST API: Contact Management
iMIS REST API: IQA Queries
iMIS REST API: Cart
iMIS REST API: Items & Products
iMIS REST API: Commerce
iMIS REST API: Communications
iMIS REST API: Groups
iMIS Professional (100/200) Specific Classes
iMIS Professional: Orientation Part 1 (on demand)   
 
iMIS Professional: Orientation Part 2 (on demand)      
iMIS Professional: Settings (on demand)      
iMIS Professional: Membership (on demand)    
iMIS Professional: Creating Queries with IQA (on demand)    
iMIS Professional: Events (on demand)    
iMIS Professional: iMIS Communication Suite (on demand)     
iMIS Professional: Finance (on demand)      
iMIS 20.2 2017 Release Specific Classes
Customer Management for End Users (on demand)    
Customer Management - Advanced Topics (on demand)    
Customer Management for Administrators (on demand)    
Events for End Users    
Events Setup    
Events Management    
Billing/Dues for End Users    
Billing/Dues for Administrators    
Billing/Dues - Miscellaneous Topics    
Order Entry for End-Users    
Orders for Managers    
Orders - Inventory Management    
AR/Cash for End-Users    
AR/Cash for Managers    
AR/Cash Add-ons for Managers    
Introduction to SQL Server Reporting Services (SSRS) with iMIS    
Applying SSRS with iMIS    
iMIS Coaching Sessions
Ask the iMIS Coach
Ask the iMIS Coach: IQA
Ask the iMIS Coach: Events      
Ask the iMIS Coach: Accounting      
Ask the iMIS Coach: Process Automation      
Ask the iMIS Coach: iMIS Cloud Fundraising  
Ask the iMIS Coach: Security
Ask the iMIS Coach: REST API
Ask the iMIS Coach: Preparing for the CiA Assessment    
Note: Classes which have a * are taught using iMIS Cloud Enterprise (300) servers, but the techniques, approaches and interfaces are applicable to iMIS Cloud Professional or iMIS 2017. We would encourage individuals on these versions of iMIS to feel free to attend these classes but note that the view and some functionality may differ slightly.