Member Data and Content Management, Membership Database Innovations Comparing iMIS 20 to CiviCRM

UNDERSTANDING OUR CURRENT TECHNOLOGY Using iMIS 15 Does not integrate fully with our website Requires programming skills or costly outside support to upgrade Adding additional features and functionality is costly Licensing and hosting fees are expensive A newer version of iMIS is available that will add more functionality

WHERE DO WE GO FROM HERE? Do we reinvest in iMIS and continue to build on our current platform? Do we look for another solution? What do we need to take into consideration in making the decision?

THE PROCESS Identify our needs Summer of 2015 did a survey about database use, requirements and requests Complied survey answers and began reviewing database solutions

KEY REQUIREMENTS CUSTOM REPORTING EVENTS MANAGEMENT WEB AND SOCIAL MEDIA INTEGRATION DONATION MANAGEMENT TRAINING AND SUPPORT MEMBERSHIP MANAGEMENT KEY REQUIREMENTS

THE PROCESS Review data management solutions Several options eliminated based on cost or lack of features/functionality Two options selected as potential solutions: iMIS 20 and CiviCRM

iMIS 20 CiviCRM Cloud-based, mobile-ready, and PCI- validated. Proprietary software Requires costly third party support to customize and develop It includes options for membership, fundraising, events, product sales, certification, email, online communities, automation, dashboards, website management, and more. iMIS can be used on any device. Web-based, open source constituent relationship management (CRM). Highly customizable and free to use and develop. Offers online and offline fundraising, grant tracking, event planning, donor and member management, advocacy campaigns, case management, communications and bulk email and more. This software integrates directly with WordPress.

THE PROCESS In depth review of both solutions View demos and proposals for both CiviCRM and iMIS 20 IMIS 20 – C-Systems CiviCRM – CiviDesk

THE PROCESS In depth review of both solutions Get feedback from external organizations using both solutions IMIS 20 - Various users at IMIS user conferences CiviCRM - Community Counselling & Resource Centre (Peterborough)

THE PROCESS In depth review of both solutions Discussion with external organization about transition from iMIS to CiviCRM Pan-American Association of Ophthalmology

THE PROCESS In depth review of both solutions Internal review comparing iMIS to CiviCRM Key factors of features and functionality, technical requirements, security, strengths and weaknesses, and costs

Features and functionality Technical requirements Security Cost Strengths and weaknesses

Features and Functionality How they compare? iMIS CiviCRM Features and Functionality Desired features and functionality are available in iMIS 20. System modular, meaning each component is it’s own stand alone module. New modules can be purchased as needed, but are costly to develop and install. Custom integration needed to work with current Wordpress website Desired features and functionality are available in CiviCRM System is open-source with a very active user community. Upgrades and developments are typically easy to find for free or little investment Built for the Wordpress platform Technology Mac OS, Web browser (OS agnostic), Windows 8 Linux, Web browser (OS agnostic) Security Data to be housed on Canadian server Cost Implementation Costs - Year 1: $31,260.00 Basic Annual Cost (Year 2): $8,459.12 Basic Annual Cost (Year 3 +): $14,458.12 Total: $54,177.24 Implementation Costs - Year 1: $9,899.20 Basic Annual Cost (Year 2): $4,339.20 Basic Annual Cost (Year 3 +): $4,339.20 Total: $18,577.60

How they compare? iMIS CiviCRM Strengths End user friendly Branch familiarity Known entity with large support team Continuing product development and support Active user community (NiUG) Past investment not lost Cost friendly Cost based on number users/monthly Not modular Open-source Active user community Have done IMIS conversions before 500+ extensions available Different payment processors can be assigned so branches can collect payments via website. Support/mentoring included in monthly cost. No additional hosting fee for database.

How they compare? iMIS CiviCRM Weaknesses Costly for initial implementation. Modular – cost for new modules as needed. Support costs. Response time to requests can be lengthy. Cost for customizations. Need SQL training. Hosting fees – and limitations on recommended suppliers (ie must use ETech) Software is proprietary. Encouraged to abandon WordPress in favour of RiSE platform. Training of a new system/change may be difficult for branches. Need to move web hosting. Unknown company. Concern if company folds will support be available. Lesser known product in market place.

THE PROCESS In depth review of both solutions Site visits to see CiviCRM and iMIS 20 in action: IMIS 20 - Canadian Labour Congress CiviCRM - Canadian Thoracic Society and Canadian Respiratory Health Professionals

THE PROCESS In depth review of both solutions External review from independent consultant

Summary Results: Good iMIS 20 CiviCRM Summary Results: Fair Critical Summary: High Implementation Cost High Maintenance Cost High Developer Cost High Support Cost Moderate Level of Technical Understanding Required High Level of Stability Due to Installation Specifications Summary Results: Good Critical Summary: Low Implementation Cost Low Maintenance Cost Low Developer Cost Low Support Cost Good Level of Technical Understanding Required Moderate Level of Stability Due to Installation Specifications

RECOMMENDATION FROM EXTERNAL CONSULTANT With proper training, education and development I would strongly recommend the use and implementation of CiviCRM for Canadian Parents for French. Consistency in Front End as well as Back End user development and training is key. All back end users should be required to have a working knowledge of PHP & SaaS.

CONCLUSION iMIS 20 CiviCRM Recurring costs and lack of timely support are largest issue. Based on these two issues, we have decided to look at alternate solutions. CiviCRM Looks to be the best solution if cost is the deciding factor. If support and organizational history is the deciding factor, switching may pose a bit of a risk.

RESOURCES iMIS 20 iMIS product tutorials : https://www.youtube.com/user/ASICommunity iMIS 20 help site : http://help.imis.com/20.2/index.htm Proposal submitted by C-Systems http://www.csystemssoftware.com/ https://www.etechcomputing.com/ http://www.advsol.com/

RESOURCES CiviCRM CiviCRM sandbox/demo site for Wordpress: http://wpmaster.demo.civicrm.org/ https://civicrm.org/ Proposal submitted by CiviDesk Slides and presentations available from CiviCRM https://www.cividesk.com/

RESOURCES Internal/External documents https://www.surveymonkey.com/r/Preview/?sm=k6PLJPzJCGPbO jaj3rmZsKgRGoDpoK9zS1_2BJYWQ3RU8_3D Survey Analysis (summary of survey responses) Civi vs iMIS (comparison doc of current and two new systems) Civi vs iMIS (cost analysis) External report (Dan Tucker)