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

2. 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

3. 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?

4. 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

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

6. 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

7. 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, , 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 and more.
This software integrates directly with WordPress.

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

9. 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)

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

11. 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

12. Features and functionality
Technical requirements
Security
Cost
Strengths and weaknesses

13. 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

14. 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.

15. 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.

16. 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

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

18. 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

19. 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.

20. 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.

21. RESOURCES
iMIS 20
iMIS product tutorials :
iMIS 20 help site :
Proposal submitted by C-Systems

22. RESOURCES
CiviCRM
CiviCRM sandbox/demo site for Wordpress:
Proposal submitted by CiviDesk
Slides and presentations available from CiviCRM

23. RESOURCES Internal/External documents
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)