Current System Fonteva Growthzone iMIS Membersuite MMSI … · 2019. 11. 5. · 9. Based on our...

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Why – current system is supported by a single person based in Colorado. This is not a stainable situation. The system is 20+ years old and is highly customized to Bay East’s needs. AMS (Association Membership System) selection process 1. Researched systems used by the top 100 associations (we are ~55th largest) 2. Researched other systems using AMS consultants & reviews resources 3. Talked to ~30 associations on their experiences with their AMS vendor 4. Narrowed list down to eight vendors 5. Had vendors supply their feature lists 6. Sent vendors our requirements and this resulted in two vendors dropping out 7. Started demos of the remaining six vendors – 28 demos to date 8. Our current system core functions are - member/firm info; member billing; class registration/payments; member portal; integration with 3 rd party vendors & accounting; member contact data. Member billing is the most complex function that a new system would have to handle. Over the years we have added the ability to handle a number of special situations & requirements that are unique to Bay East 9. Based on our requirements, we gradually worked the list of candidates down to iMIS 10. We are now waiting for iMIS to answer some follow-up questions on billing 11. Hope to sign a contract by mid-November and immediately start implementation phase Implementation phase November 2019 – April 2020 Planned go live currently is middle April 2020 Project management Survey of current state/business analysis System initialization Configure customer rise website Configuration workshops Data import and validation Administrator training SSO User acceptance testing and modification Go live support Pricing $3,500 Key User per user per year – not sure how many of the staff will be Key users $500 Casual User per user per year – not sure how many of the staff will be Casual users $1,200 per year cloud hosting/import $63,000 Implementation fee – one-time cost

Transcript of Current System Fonteva Growthzone iMIS Membersuite MMSI … · 2019. 11. 5. · 9. Based on our...

Page 1: Current System Fonteva Growthzone iMIS Membersuite MMSI … · 2019. 11. 5. · 9. Based on our requirements, we gradually worked the list of candidates down to iMIS 10. We are now

Why – current system is supported by a single person based in Colorado. This is not a stainable situation. The system is 20+ years old and is highly customized to Bay East’s needs. AMS (Association Membership System) selection process

1. Researched systems used by the top 100 associations (we are ~55th largest) 2. Researched other systems using AMS consultants & reviews resources 3. Talked to ~30 associations on their experiences with their AMS vendor 4. Narrowed list down to eight vendors 5. Had vendors supply their feature lists 6. Sent vendors our requirements and this resulted in two vendors dropping out 7. Started demos of the remaining six vendors – 28 demos to date 8. Our current system core functions are - member/firm info; member billing; class

registration/payments; member portal; integration with 3rd party vendors & accounting; member contact data. Member billing is the most complex function that a new system would have to handle. Over the years we have added the ability to handle a number of special situations & requirements that are unique to Bay East

9. Based on our requirements, we gradually worked the list of candidates down to iMIS 10. We are now waiting for iMIS to answer some follow-up questions on billing 11. Hope to sign a contract by mid-November and immediately start implementation phase

Implementation phase November 2019 – April 2020 Planned go live currently is middle April 2020

• Project management • Survey of current state/business analysis • System initialization • Configure customer rise website • Configuration workshops • Data import and validation • Administrator training • SSO • User acceptance testing and modification • Go live support

Pricing

• $3,500 Key User per user per year – not sure how many of the staff will be Key users • $500 Casual User per user per year – not sure how many of the staff will be Casual users • $1,200 per year cloud hosting/import • $63,000 Implementation fee – one-time cost

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Current System Fonteva Growthzone iMIS Membersuite MMSI RAMCO Rapattoni YourMembershipAdvocacy/GAD/RPACBilling/DuesClassesCommittees/Groups/Chapters/CommunitiesDesignationsEducation/Certifications/CEEvents (Single & part of larger program)FormsFoundation/ContributionsMember contacts/Call trackingMember Portal (desktop/mobile)Member/Firm/Team MaintenanceProfessional StandardsSocial/Scoring/Gamification/EngagementStore - online, POS, digitalSurvey/ElectionsAccounting/Integration to accountingAPI/Database access/Reporting/DashboardsAutomation/WorkflowsCredit Card/Gateways/PCI ComplianceEmail/Email Marketing/TextingHosting EnvironmentIntegration to Microsoft Office/OutlookIntegration Tools (GP/NRDS/Supra/Paragon)Security/Audit/LogsSSOSupport/Training/Documentation

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Proposal for: Client Name | November 2, 2017

Proposal for: Bay East Association of Realtors

10.3.19

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TABLE OF CONTENTS Executive Summary ................................................................................. 3

Pricing ..................................................................................................... 4

Investment Summary .................................................................................................................. 4

Solution ................................................................................................... 5

Overview...................................................................................................................................... 5

Technology .................................................................................................................................. 6

Cloud Services ............................................................................................................................. 7

Data Protection ........................................................................................................................... 8

Features ....................................................................................................................................... 9

Integrations ............................................................................................................................... 12

Awards ....................................................................................................................................... 13

Support ................................................................................................. 14

Tech Support ............................................................................................................................. 14

Learning Subscription ................................................................................................................ 15

Performance Improvement Advisory Service ........................................................................... 16

Community ................................................................................................................................ 17

About Us ............................................................................................... 18

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EXECUTIVE SUMMARY Thank you for the opportunity to provide an iMIS software & services proposal for BEAR. Our primary

focus in partnering with you is to improve your organization's operational and financial success. We do

this by leveraging expertise developed from working with thousands of clients over the past 25+ years.

In addition, we offer a solution with a full range of features plus:

More than a CRM

iMIS fuses database management and web publishing in a single cloud-based engagement management

system (EMS)™ — eliminating data silos, improving reporting, and enabling continuous performance

improvement. A built-in scoring engine helps you to define, measure, and maximize engagement.

Proven and Secure Technology

iMIS is developed with industry-standard Microsoft technology, powered by Microsoft Azure, and

certified as ‘PCI-Validated’ by an independent auditor – the highest level of security possible.

100% Accessible on Any Device

The iMIS staff administrative console is 100% accessible on any device and very easy to learn and use.

Deliver a compelling user experience to your constituents with a mobile-friendly interface.

Advanced Data Analytics

iMIS includes configurable dashboards based on industry best-practices so you can achieve continuous

performance improvement through real-time measurement of KPIs.

Easy and Affordable Setup and Support

iMIS is easy and affordable to setup and comes with world-class support and education. Our global

community of nearly 80 authorized partners offers an ecosystem of add-on products, integrations, and

services while NiUG International – the largest, independent users group in the non-profit software

industry – provides additional support. With iMIS you are never alone!

Regards,

Adam M Alves

Performance Improvement Leader

[email protected]

(703) 739-3100 x2324

This proposal provides a general description of the products and services offered by ASI to its thousands of clients around the world.

The standard terms and conditions of an executed License Agreement, Usage Agreement or Master Services Agreement entered into

between the parties will supersede and override this proposal and any and all prior or simultaneous negotiations, representations

and proposals (whether oral, written, electronic or other) between you and ASI.

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PRICING Investment Summary Based on our understanding of your organization’s mission, objectives and requirements, we estimate

the BEAR investment will be as follows.

5 Staff Users

Unlimited Database Records

Project Components:

Software Subscription Annual Fee Software License Fees, Annual Software Update Program (SUP) $3,249

- Advanced Email Marketing Incl.

- Contact Merge Advanced Incl.

- Engagement Scoring Plus Incl.

- iMIS Forms Incl.

- Process Automation Advanced Incl.

- Unlimited iMIS Learning Subscription (ILS) - optional $270 per student

iMIS Software Subscription – 5 Staff Users $16,245

- iImport Cloud $1,200

Total Annual Software Subscription $17,445

Implementation Services 1x Fee Ascension Implementation Services TBD

- Additional Services TBD

Payment Terms

Annual Software Subscription Fees invoiced and paid annually. Pricing above based on minimum three (3) year contract. A 2.9% increase annually will be applied.

Implementation Services: As invoiced for project.

Monthly Payment Terms Available: All Software, multiple year support, multiple year hosting can be bundled into a monthly payment plan.

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SOLUTION Overview iMIS is an engagement management system (EMS)™ that enables you

to manage member/donor/constituent data, email communications,

events, online payments, and more in one cloud-based, PCI-validated,

and mobile-ready system.

With iMIS you can:

Eliminate database-web integration needs and reduce expenses

Eliminate database-web integration needs with a single engagement management system (EMS)™ that

combines database management and web publishing. Easily publish flexible member and ecommerce

webpages. Combine transactional and digital data to get a true 360-degree member profile.

Boost engagement, improve retention, and drive growth

Captivate constituents with a personalized online and mobile

experience. Measure, score, and improve engagement with a built-in

scoring engine. Analyze and improve membership campaigns with

interactive dashboards.

Streamline systems and consolidate data silos

Manage contacts, membership fees, donations, chapters/regions, committees, events of all sizes,

product sales, certification programs, fundraising campaigns, email communication, and more in one

system. Manage your entire website or continue to use your existing web CMS.

Improve operational efficiency and make better decisions

Improve staff productivity by automating manual tasks and

communications. Leverage interactive dashboards to achieve

continuous performance improvement through real-time

measurement of key operational metrics.

iMIS Rated #1 iMIS is the leader for client satisfaction, market share, and key product metrics according to the latest independent membership software study by Lehman Associations. Learn more at www.advsol.com/lehman.

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Proposal for: Client Name | November 2, 2017

Technology iMIS is developed with Microsoft .NET, built on top of the proven

Microsoft SQL Server and Internet Information Services (IIS)

platforms, is deployed through the Microsoft Azure cloud computing

service, and offers tight integration with Microsoft applications

including Microsoft Outlook and Microsoft SQL Server Reporting

Services (SSRS). Plus, as a Microsoft Gold Certified Partner we are

recognized as having the highest level of competence and expertise

with Microsoft technologies.

Standards iMIS adheres to many different forms of best practices and standards including:

- W3C Mobile Web Application Best Practices

- W3C Cascading Style Sheets (CSS) Level 2

- W3C Web Content Accessibility Guidelines (WCAG) Level 2

- Microsoft Web Communication Foundation (WCF) Layer for .NET Framework 4.7

- Payment Card Industry Security Standards

Flexibility iMIS includes a powerful set of tools for tailoring and configuration as well as a web-based RESTful API

for integration to third-party apps. You can easily tailor the user interface, add an unlimited number of

fields, and modify the system logic to meet your organization’s unique needs. With iMIS you enjoy

unparalleled flexibility without affecting the product upgrade path.

Upgradability iMIS is designed to be easily upgraded as we

release new versions so clients can stay current

with technology and take advantage of new and

improved features. This means that operating

costs are predictable and controllable from initial

implementation through long-term use. In fact,

more than 1,000 of our clients have used iMIS for

ten years or longer, upgrading to the latest

versions along the way.

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Cloud Services ASI Cloud Services blends technology and automation with seasoned experts who deliver ongoing

architecture, security and 24x7x365 operations support. Gain access to a team of iMIS and Microsoft-

certified experts, so you can get the most out of your iMIS investment.

Powered by the Leader

We have partnered with Microsoft together to deliver a cloud experience optimized for iMIS. Powered

by Microsoft Azure, the world’s leading cloud computing platform used by 95% of Fortune 500

companies, ASI Cloud Services offers unparalleled scalability, reliability, and performance.

The cloud you can trust, with the numbers to prove it.

54 $1B+ 90+ global data regions—

more than AWS + Google invested annually in

data security compliance offerings—

more than any cloud provider

Learn more at azure.microsoft.com.

Expert Support Included Our team of iMIS and Microsoft experts provides 24X7X365 support, so your IT staff can be freed from

the burden of managing complex software infrastructure. In addition to managing, optimizing, and

protecting your iMIS system we also provide website and Microsoft Office application hosting.

Expert Support Website Hosting Microsoft Office

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Data Protection We understand that the confidentiality, integrity, and availability of our clients’ information are vital to

their business operations and our own success. We use a multi-layered approach to protect that key

information, constantly monitoring and improving our iMIS application and data centers to meet the

growing demands and challenges of information security and personal data privacy.

iMIS retains an active certification as a PA-DSS validated product, with comprehensive documentation

on configuration for an organization that wishes to pass a formal PCI-compliance audit. In addition, ASI

Cloud Services data centers are Tier 3+ and PCI DSS compliant. iMIS also undergoes a regular schedule of

vulnerability scans and penetration tests, performed internally and by independent security firms, to

proactively identify and resolve security vulnerabilities.

PCI is specifically geared towards the security and protection of credit card related data, but because it is

such a stringent and comprehensive security standard, it applies to data security in general. For

example, the latest PA-DSS standards call for stringent requirements for the creation, storage, and

retrieval of user IDs and passwords.

ASI has significantly invested in compliance with the European Union's General Data Protection

Regulation (GDPR). The GDPR expands the privacy rights granted to EU individuals and places many new

obligations on organizations that process EU personal data, no matter where an organization is located.

One of the GDPR's new obligations requires organizations processing personal data of EU individuals to

ensure their service providers and sub-processors support compliance with the GDPR. ASI is committed

to complying with the GDPR's requirements and, to the extent that ASI acts as a processor of a client's

personal data, is dedicated to helping our clients meet their GDPR compliance requirements. Learn

more at www.advsol.com/GDPR.

PA-DSS by Trustwave Holdings, Inc.

www.pcisecuritystandards.org

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Features iMIS Version [Key: = included | + = optional] Enterprise

Contacts

- Contact Management Manage contacts, address, and demographic information for individuals, organizations, or groups.

- Address Verification Verify addresses at the point of entry or through batch address cleansing. - Contact Merge Standard: Find, merge, and clean duplicate records.

Plus: Run a scheduled task to locate all potential duplicates. +

- Online Profile Allow constituents to manage their profile and transaction history. - Online Directory Create a searchable online directory based on a variety of criteria and with

varying levels of permission-based security.

- Group Administrator Standard: Allow an individual to manage organization or committee rosters and conduct transactions for colleagues.

Plus: Allow an individual to manage chapter rosters and conduct transactions for chapter members.

+

- Volunteer Management Recruit, schedule, and track volunteer activity. - Online Communities Create multiple communities with unique security settings, discussion forums,

document libraries, wikis, and blogs.

Membership

- Membership Fees Manage individual or company memberships and membership fees for multi-tiered, variable duration, and other complicated membership models.

- Online Membership Easily create an online join/renewal page using a configurable template. - Chapters/Committees Manage chapter membership and track committee participation.

Fundraising

- Gift Processing Process pledges/gifts of all types, including annual, major, recurring, planned, and tribute.

+

- Online Donations Easily create an online donations page using a configurable template. - Moves Management: Manage the highly individual and hands-on approach necessary to cultivate

major gifts. +

- Crowdfunding (Cause2Give)

Turn your best supporters into your best fundraisers with personal or team-based fundraising web pages.

+

Events

- Event Management Manage the planning, logistics, communication, and registration for events of all types and sizes.

- Online Events Easily create online event pages or microsites with online registration, agenda, registrant directory, Twitter feed, and more.

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iMIS Version [Key: = included | + = optional] Enterprise

Certification

- Certification Management

Define multiple certification programs with any combination of requirements including event attendance, product purchases, demographic information, document uploads, and more.

+

- Online Certification Allow applicants to apply for and monitor their certification progress online. +

Marketing

- Email Marketing Standard: Send email communications to individuals or groups. Plus: Design, send, and track targeted email marketing campaigns. +

- Campaigns Define and manage all aspects of a marketing campaign including expenses, lists, and results.

+

- Segmentation Define and save queries with source codes for advanced targeted efforts. +

- Process Manager Define and manage the workflow for sponsorships and other large sales opportunities or complex processes.

+

Sales

- Product Sales Sell physical or digital products with flexible pricing and promotional discounts.

- Inventory Management Manage inventory across multiple locations. +

- Online Store Sell physical or digital products, display related items for upsell/cross-sell, and auto calculate shipping and taxes.

- Ad Management (Spacemaster)

Track and manage advertising opportunities from sales through insertion. +

Financials

- Accounts Receivables Manage invoicing, cash receipts, and other financial transactions. - AutoPay Automate recurring (i.e. monthly, yearly) membership fees and donations. +

- Deferred Income Delay recognition of income to coincide with when income is earned. +

- Refunds Process an Accounts Receivable item with a credit balance as a refund. +

- General Ledger Systems Custom Export: Export a file formatted for import into the General Ledger package of your choice.

Pre-formatted Exports: Quickbooks - Pay Central Simple, secure, and affordable payment processing within iMIS. - Payment Gateways Supported Payment Gateways: iATS (North America, Europe), Moneris

(Canada), Payflow Pro (Australia, New Zealand, United States, Canada), SecurePay (Australia, New Zealand), TNSPay (Australia), Vantiv (Canada, United States)

Custom Payment Gateway: Integrate the payment gateway of your choice. +

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iMIS Version [Key: = included | + = optional] Enterprise

Rise Web Development Platform

- Page Builder Easily build sophisticated web pages with a WYSWIG editor and highly configurable out-of-the-box web parts, such as menus, lists, charts, calendars, user profiles, and more.

- Content Tagging Use your organizations specific terms, audiences, and/or concepts to deliver targeted web content.

- Site Builder Manage multiple websites and allow chapters or affiliates to manage their own websites.

- Form Builder Easily create online forms with iMIS fields. +

- Query Builder Easily create complex queries and export the results in a variety of formats. - Process Automation Standard: Use pre-built tasks and alerts to automate manual processes.

Plus: Create your own unique tasks and alerts to automate manual processes. +

- Translator Translate fields, menus, screens, and web pages into different languages. +

Analytics

- Reports Leverage a library of configurable standard reports or create your own. - Dashboards Turn data into insight through real-time measurement of KPIs with

configurable dashboards.

- Scoring Standard: Easily measure, track, and improve engagement with your members, donors and constituents.

Plus: Create your own customized scores. +

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Integrations iMIS Cloud includes a modern REST API optimized for integrating to

cloud-based solutions. Our industry-leading API is fully documented

and accessible at https://developer.imis.com/.

Authorized iMIS Product Partners We partner and work closely with select software vendors, based on client demand, to provide tight

integration to popular “best-of-breed” solutions.

Add-On Apps and Integrations Directory There are hundreds of add-on apps and integrations for iMIS 20-300 created by our global partner

channel — such as web Content Management System (CMS) integrations, Learning Management System

(LMS) integrations, JobBoard integrations, and more. Our user group NiUG International maintains a

free searchable directory at www.advsol.com/appdirectory.

Expo Management www.cadmiumcd.com/imis

Mobile App www.clowderapp.com/imis

Online Communities www.higherlogic.com/imis

Outlook Integration www.csiinc.com/products/iemail

Hotel Room Booking www.resiada.com/imis

Online Job Board www.webscribble.com/imis

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Awards

Lehman Reports In the most recent 2016 Global Association

Management Software Study, iMIS is rated #1

for client satisfaction, market share, and key

product metrics.

Read more at www.advsol.com/lehman.

Gartner Software Advice, a Gartner Company, has

recognized iMIS as a "Leader" in the 2017

Frontrunners Quadrant for Nonprofit Donor

Management Software.

Read more at www.advsol.com/gartner.

G2 Crowd G2 Crowd is the world’s leading business

software review platform, leveraging its

100,000+ user reviews read by nearly 700,000

software buyers each month to help them make

better purchasing decisions. With over 30

reviews averaging at 4 or more stars, iMIS is

top-rated by users.

Read more at www.advsol.com/reviews.

Capterra Capterra helps millions of people find the best

business software. With software reviews,

ratings, infographics, and the most

comprehensive list of the top business software

solutions. With an average of 4 out of 5 stars

rating, iMIS is top-rated by users.

Read more at www.advsol.com/reviews.

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SUPPORT Tech Support All iMIS subscriptions include easy access to our highly skilled technical resources for fast answers and

technical assistance. No matter how complex your support needs may be, we are at the ready to provide

the technical and operational expertise needed to help you get peak performance and optimal value

from your solution.

Support Services Support Contacts

- support.imis.com Support portal for case submission.

- help.imis.com Online documentation and video tutorials.

- www.advsol.com/developers Community for developers using the iMIS platform.

Support Features

24x7 Support Portal @ support.imis.com: Submit support requests, review request status, and access other support resources like product news, FAQs, and discussion forums. 24x7 Help Site @ help.imis.com: - Video Tutorials: Short video tutorials on iMIS modules and key features. - Help Documentation: Help files and guides for step-by-step instructions and detailed

information on iMIS modules and key features. - Discussion Forums: Search issues and discuss solutions with other iMIS users.

Service Hours

- North America Mon - Thurs: 8:00am to 7:00pm CST Friday: 8:00am to 5:00pm CST Phone: (512) 491-0550 ext. 2

- Europe Mon - Thurs: 9:15 to 24:00 BST Friday: 9:00 to 23:00 BST Phone: +44 (0)2032 670067 ext. 2

- Asia-Pacific Mon - Fri: 9:00 to 17:00 AEST Phone: +61 3 9869 7500 ext. 2

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Learning Subscription The iMIS Learning Subscription gives your entire team access to our full schedule of online, instructor-

led training classes for one yearly fee. This makes it easy for you to budget for training, allows you to

take as many classes as you want, and ensures training is always available for new staff, new modules,

or ongoing skills development. Because iMIS is a standard product — not a custom system — we are

able to provide a multitude of classes as well as a comprehensive certification program to meet your

needs.

70+ Topics and 800+ Online Classes We offer more than 70 topics, delivered in 800+ scheduled online classes each year, designed to support

both novice and advanced users. Classes are refreshed yearly and always use the latest iMIS version.

Become iMIS Certified We offer certification programs to take your iMIS skills, and your career, to the next level. Certifications

are available for several roles including iMIS users, administrators, consultants, and developers.

Get Started with an Assessment We take the guesswork out of selecting classes with our complimentary Skills Assessment — a

consultative service where we assess your team's iMIS-related knowledge and build a detailed training

plan.

For more information visit www.advsol.com/training.

Additional Educational Opportunities

Webcasts, Client Briefings and Executive Workshops

We hold regular complimentary product webcasts and in-person client briefings, so you can see the

latest features, ask product questions, and network with your peers. We also have a series of

complimentary global executive workshops designed for senior-level executives to learn how to improve

operational efficiency. For more information visit www.advsol.com/events.

iNNOVATIONS Conference

The Annual iNNOVATIONS Conference is our signature event designed for iMIS partners and larger iMIS

clients (but open to all clients). Typically held in the spring in Florida, iNNOVATIONS provides attendees

with technical training and education as well as insight into product direction and developments. For

more information visit www.advsol.com/innovations.

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Performance Improvement Advisory Service The Performance Improvement Advisory Service (PIAS) is a premium service that maximizes your use of

iMIS by providing you with ongoing analysis and advice on your operational effectiveness and overall

use of your iMIS system, reigniting staff productivity, and transforming your organization into one that

improves every year.

Standard PIAS Advanced PIAS

Account Management

- Quarterly Review Meetings ✔ ✔

- Performance Improvement Specialist ✔

Assessments

- Operational Assessment ✔ ✔

- Knowledge Assessment ✔

- Technical Assessment ✔

Performance Improvement Roadmap

- Executive Summary ✔ ✔

- Full Report ✔ ✔

Account Management

We guide you every step of the way by assigning a Performance Improvement Specialist to understand your organization's needs, plan regular checkup meetings to assess your progress, and help you resolve any issues that arise.

Assessments

Operational Assessment Knowledge Assessment Technical Assessment

We help you get more value

from your iMIS system by

reviewing your current

operational effectiveness and

recommending changes to align

your iMIS system to better

support your top business goals.

We help improve your

team's knowledge of iMIS

by reviewing their current

iMIS-related skill level and

creating a detailed and

customized training plan.

We help you optimize your iMIS

environment by reviewing your

current technical setup,

identifying technical obstacles,

and recommending changes to

align your environment to iMIS

best practices

Performance Improvement Roadmap

From the Operational, Knowledge, and Technical Assessments we develop a detailed and customized

iMIS Performance Improvement Roadmap designed to increase the value you receive from your iMIS

system by establishing and prioritizing your organization's goals, identifying any obstacles to your

success, and suggesting next steps to help you meet your top business goals.

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Community Clients We work with not-for-profits of all types and sizes and

in total support ~2500 clients, with ~40k users, who

represent ~50M members, donors, and constituents in

22 different countries.

Our mission is to keep our ‘clients for life’ and this is

reflected in our average client retention of 93%+ and

the more than 1000 clients we have supported for 10+

years. In fact, we have supported more than 500

clients for 15+ years, and 200 clients for 20+ years!

You can read more about our clients at www.advsol.com/success.

Partners We also have nearly 80 authorized partners who collectively have ~1500 trained iMIS professionals that

act as an extended service and support team. Whether you're looking for assistance with a basic

installation or looking to further expand your system with additional modules or functional capabilities,

our global network of partners can help you. You read more about and see a listing of our partners at

www.advsol.com/partners.

Unlike other vendors you aren’t required to work solely with us and you may

decide that one of our partners is a better fit for you geographically,

financially, or culturally. Regardless of the route you opt for, we are

consistently rated as the best at meeting expectations for time and cost to

implement according to the annual independent study conducted by Lehman

Associates. Visit www.advsol.com/lehman for more information.

User Group Our clients and partners have come together to form our User Group

called NiUG International. Started as a grass roots effort in 1990’s,

NiUG has grown to represent our entire global community.

Now a fully independent, registered 501(C)3 with a paid staff and board of directors made up of iMIS

clients, NiUG provides its members with access to a vibrant Listserve, Career Center, and Learning

Center in addition to their highly popular Annual Discovery Conferences in the USA, Canada, UK, and

Australia. To learn more about NiUG visit www.niug.org.

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Bay East Association of Realtors | 10.3.19

ABOUT US We provide products, programs, and services to help associations and

not-for-profits improve operational and financial performance. We

are a privately-owned company and have been profitable since our

founding in 1991. Our financial strength enables us to make significant

investments in research and development so that we can consistently

deliver best-in-class solutions. It also means you have peace of mind

of knowing that we will always be there to support your organization.

- # of Employees: ~350

- Avg. Employee Tenure: 9+ years

- Profitable: Yes

- # of Clients: ~2750

- # of Subscribers/Users: ~40K

- Client Retention: 93+%

Microsoft Partner

We are a Microsoft Gold Certified Partner. A Microsoft Gold-Certified partner is a

company that has agreed to collaborate and establish a close working relationship

with Microsoft. Having that title means the company who applied itself has earned

the highest standards of Microsoft's widely-recognized partnership program.

Great Places to Work

We are a multi-year winner of the Great Places to Work award. The Great Place to

Work Institute is a global consultancy that helps organizations identify, create and

sustain great workplaces through the development of high-trust cultures.

Locations USA Worldwide Sales Headquarters 901 N. Pitt St., STE 200 Alexandria, VA 22314 1-800-727-8682

Center for Technical Excellence 4030 West Braker Ln., STE 175 Austin, TX 78759 1-800-727-8682

ISSI Headquarters 3000 South Lenola Rd. Maple Shade, NJ 08052 1-800-727-8682

Canada 251 Consumers Rd., STE 1404 Toronto, ON Canada M2J 4R3

1-800-727-8682

Europe Basepoint Shoreham Centre, Little High St., Shoreham-by-Sea West Sussex BN43 5EG

+44(0)20 3267 0067

Asia-Pacific Level 22 459 Collins Street Melbourne VIC 3000

+61 3 9869 7500