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.

Credit toward Certification

• Certified iMIS Administrator
• Certified iMIS Professional

Pricing Matrix

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