Month: November 2014

New Article Posted – Importing Data Isn't Always as Simple as it Seems

One of the most common requests I hear from my clients is that they want to be able to easily import outside data into the database. They might have things like lists of attendees from meetings not managed in the primary database; or membership leads gathered from a trade show staff recently attended; or names …

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Attending iBEF

I recently had the opportunity to attend iBEF, the iMIS Business Excellence Forum. iBEF is hosted by ASI, the makers of iMIS. As the website says, the “program is designed to help iMIS clients maximize their investment in iMIS by improving overall organizational productivity, increasing revenue, and/or reducing expenses.” As Nathan Slovin of ASI explained …

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Plan on (and budget for) training before AND after go-live

Over the past six months I’ve helped several associations go-live with their new association management systems. One thing that has struck me with each of these implementations is the importance of training not just before go-live, but after go-live as well. The need for training before go-live is obvious. But why would you need training …

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Thoughts on Protech User Conference

I had the opportunity to attend Protech’s Annual Users Conference in September, and one of the overriding themes from Brian Bruffey’s (Protech’s CEO) keynote speech was transparency. As Brian explained it, Protech is focusing on creating greater transparency for their customers into how Protech works as a company, and how its product will be improved …

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