iMIS
By Advanced Solutions International (ASI)
The implementation of iMIS follows a structured, multi-phase process that ensures the platform is tailored to the organization’s needs and deployed efficiently. The timeline can vary depending on the organization's size, complexity, and customization requirements, but a typical implementation takes 3 to 6 months.
Here’s a step-by-step overview:
1. Planning & Discovery
This phase involves stakeholder engagement, defining business goals, mapping workflows, and identifying data sources. Organizations also plan their server architecture, licensing needs, and integration requirements. This step is critical for a smooth rollout and typically takes a few weeks.
2. System Preparation
Before installation, organizations must ensure all servers and workstations meet system requirements. This includes setting up database access accounts, applying updates, and configuring network settings. Server architecture can be single-server or multi-server, depending on performance needs.
3. Installation
Using the iMIS installer, organizations install the application server, desktop client, or both. They can either create a new iMIS database or upgrade an existing one. The installation process automates many steps but requires careful configuration.
4. Configuration
Post-installation, organizations configure the system to match their branding, workflows, and user roles. This includes customizing the staff site, enabling social logins, and setting up navigation and content layouts. Configuration is flexible and can be done in any order.
5. Data Migration
Existing member, donor, and financial data are migrated into iMIS. This step involves data cleansing, mapping, and validation to ensure accuracy and integrity.
6. Testing & Training
Organizations conduct system testing to ensure all modules function correctly. Staff training is provided to ensure users understand how to use the platform effectively.
7. Go-Live & Support
Once testing is complete, the system goes live. Post-launch support includes monitoring, troubleshooting, and ongoing optimization.
8. Continuous Improvement
iMIS encourages organizations to evolve their use of the platform through analytics, feedback, and performance reviews.
iMIS is highly customizable and designed to adapt to the unique needs of associations, nonprofits, and membership-based organizations. Here are key data points and customization capabilities:
1. Business Objects Customization
iMIS uses Business Objects, which are modular representations of business concepts (e.g., contacts, events, donations). These can be customized using the Business Object Designer (BOD) to define attributes, behaviors, and relationships. This allows runtime customization without altering source code.
2. RiSE Development Platform
The RiSE platform is the foundation of iMIS and enables deep customization of both the staff site and public-facing web pages. Users can modify queries, fields, menus, screens, and layouts. RiSE also supports integration with external CMS platforms or can manage the entire web presence independently.
3. Theming and Layouts
Organizations can customize the look and feel of their websites using master pages, themes, and ASP.NET skin files. This includes control over colors, fonts, graphics, and navigation structures.
4. Security and Access Control
iMIS allows granular control over user permissions, roles, and access levels. These can be tied to security groups, member types, or specific users
5. Integration with External Systems
iMIS supports open APIs and can integrate with third-party applications such as accounting software, marketing platforms, and learning management systems. This extensibility ensures seamless data flow across systems.
6. Internationalization
Fields, menus, and screens can be translated into multiple languages, including Arabic, allowing organizations to operate globally.
7. Custom Workflows and Automation
Organizations can define custom workflows, automate tasks, and set up triggers based on user actions or data changes.
8. Flexible Licensing and User Views
iMIS supports different user classes (Full, Casual, Public), each with customizable access to features and data views.
iMIS pricing includes both subscription fees and additional costs depending on the organization's size and complexity. For example:
iMIS Professional starts at $7,200 USD/CAD per year for 3 users, with a one-time setup fee starting at $15,000 USD/CAD.
Billing products such as membership dues, chapter fees, and specialty group charges are configurable and may include special pricing rules, discounts, or miscellaneous fees depending on member type and join date.
Organizations should also budget for data migration, integration with third-party systems, and ongoing optimization services.
iMIS provides a comprehensive training and support ecosystem for new users:
Each client is assigned a Client Performance Improvement Leader (CPIL) who acts as a dedicated account manager
Custom documentation services tailored to business processes.
Support is available through the iMIS Support Portal, Knowledge Base, and a network of over 80 consulting partners.
iMIS employs enterprise-grade security protocols to protect user and organizational data:
Multi-Factor Authentication (MFA) for staff users
Payment security and PCI compliance for financial transactions.
GDPR compliance and cookie policy enforcement for public websites.
ISO/IEC 27001:2022 certification for data protection and infrastructure security.
These measures ensure that iMIS meets global standards for data privacy, integrity, and security.
iMIS follows a quarterly release cycle, with major updates typically rolled out every 3 months. These updates include new features, enhancements, bug fixes, and security improvements. For example, version 20.3.211 was released in August 2025, and previous updates were issued monthly or quarterly throughout 2024 and 2025.
Updates are managed through:
Clients are encouraged to review Sprint Review Notes and attend product update webinars to stay informed about upcoming changes.
iMIS, developed by Advanced Solutions International (ASI), adheres to strict data protection and privacy standards, including GDPR compliance. According to ASI’s policies:
ASI maintains a Data Protection Plan aligned with the NIST Cybersecurity Framework, ensuring the secure handling of personal and organizational data.
This ensures that organizations can move their data if they choose to switch platforms or need to comply with legal requirements.
iMIS is designed to be scalable and modular, allowing organizations to adjust their usage based on growth or downsizing:
Customization Flexibility: Organizations can simplify or expand workflows, forms, and integrations without needing to overhaul the system.
This flexibility makes iMIS suitable for both small associations and large, complex nonprofits.
iMIS handles contract renewal and cancellation primarily through its membership billing system, which can be automated or manually managed by staff users. Here are key points:
Renewal Process: Members are billed for renewal and can renew via the "Renew Now" button on their account page. Organizations can automate this process using AutoPay licensing
Flexible Term Selection: Members can choose different term lengths during renewal, allowing for customized membership durations
Cancellation Before Payment: If a member decides not to renew and has not yet paid, staff users can cancel the renewal directly from the member’s profile. This clears the balance and resets the renewal date
Cancellation After Payment: If the renewal invoice has already been paid, cancellation requires invoice reversal. This process adjusts the member’s balance and subscription status accordingly
Mid-Term Adjustments: iMIS allows cancellation or adjustment of individual billing items (e.g., chapters, subscriptions) outside of the renewal cycle. Staff users can cancel specific items without affecting the entire membership
Refunds and Credits: Reversing a paid invoice may result in a credit or debit adjustment, depending on the payment status and timing
While these processes are designed for membership management, similar principles apply to broader contract terms with ASI or authorized solution providers. For enterprise-level contracts, renewal and cancellation terms are typically outlined in the service agreement and may include notice periods, early termination clauses, and data export provisions.
iMIS complies with several global security and data protection standards, ensuring safe and lawful handling of sensitive information:
ISO/IEC 27001:2022 Certification
iMIS is certified under this international standard for information security management systems, covering infrastructure, policies, and data handling practices.
PCI DSS Compliance
iMIS supports Payment Card Industry Data Security Standards (PCI DSS) for secure credit card processing. It uses AES encryption for cardholder data and provides guidance for completing PCI Self-Assessment Questionnaires (SAQs) based on hosting models (e.g., SAQ A, SAQ A-EP, SAQ D).
GDPR Compliance
iMIS includes tools and configurations to help organizations comply with the General Data Protection Regulation (GDPR), such as cookie policy enforcement, data erasure options, and consent tracking. While iMIS provides the framework, full compliance depends on how each organization implements these features.
Microsoft Azure Security
As a cloud-native platform hosted on Microsoft Azure, iMIS benefits from Azure’s built-in security features, including firewalls, threat detection, and compliance with multiple international standards.
These compliance measures make iMIS suitable for organizations operating in regulated environments, including financial, healthcare, and government sectors.
