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 combines lecture and labs, with time for lab completion 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.

Course Dates

Upcoming DatesTimeRegionRegister
20 Nov 201809:00:00 AESTAsia-Pacificemail us to register
07 Jan 201914:00:00 ESTNorth Americaregister
24 Jan 201910:00:00 GMTEuropeemail us to register
05 Feb 201912:00:00 AESTAsia-Pacificemail us to register
18 Feb 201910:00:00 ESTNorth Americaregister
05 Mar 201910:00:00 AESTAsia-Pacificemail us to register
04 Apr 201910:00:00 GMTEuropeemail us to register
29 Apr 201910:00:00 ESTNorth Americaregister
03 Jun 201914:00:00 ESTNorth Americaregister
03 Jun 201915:00:00 AESTAsia-Pacificemail us to register

Pricing Matrix

This course is a 1 session At Your Desk course.

  Early Reg.* Regular Reg.
Global 1 voucher ** 1 voucher **
US $260 $275
Canada $260 + tax $275 + tax
Asia-Pacific $260 + tax $275 + tax
Europe £155 + tax £175 + tax
*The early registration period ends 2 weeks before the start of class.
** Vouchers provide a greater discount than even early registration and can be used globally for any class by anyone in your organization.

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