NiUG Discovery Conference 2010 - Discover the Wild Side of iMIS 

 Time

Session 1 

Session 2 

User Presentations and Breakout sessions

 Wednesday, 13th October 2010 
  

Welcome to NiUG Asia Pacific Discovery Conference
Rod Dalglish & Paul Ramsbottom
Discover the Wild Side of iMIS   

NiUG Welcome & Launch Certification
Michele Morgan & Chantal Almonord  

 The Future of iMIS - ASI (iMIS 15.1.3)

• Learn about the new features in iMIS 15.1 including new tools for tailoring and extending iMIS.
• Gain an insight to new functionality and options with iMIS and how these apply to organisations – including the newest release of iMIS15
• Functional and business benefits of upgrading to the latest iMIS version  

   Morning break & Exhibitor Showcase

Workshop 1

Dues/Billing - Give me your money or else
Doug Morris, CSI Inc

This session will cover the dues module in depth.  From the basic concepts to in-depth pricing setup as well as payment processing and new tips and tricks, you will leave this session not only understanding the dues module but with new ideas for your organisation’s dues setup.

• Basic Dues Setup and Pricing
• Advanced Dues Setup and Pricing
• Payment processing
• Troubleshooting
• Deferred Income Setup and Maintenance
• Secret tips and tricks 

Workshop 2

 iParts
ASI

How can I get started with iParts? – this introductory workshop on new tools available in iMIS 15.1.3. Find out how to create, modify, and extend iMIS functionality to meet your unique requirements. You will learn how iMIS iParts can be tailored to your specific needs on a web page as well as some of the ins/outs of creating your own iParts.

• Configure standard iMIS 15.1.3 iParts
• Learn the principles of creating your own iParts

Workshop 3

Get Organised, Save your users time
Michelle Lelempsis

This workshop will show you how to review your iMIS Customers Module in order to save your users time! We will walk through the system module set-up, creating new fields, activities, learn how to see which fields are being used, and to implement drop down menus.

This is ideal for new iMIS Users, Administrators and those requiring knowledge of how to spring clean your iMIS environment.

  Lunch

Workshop 4

Where’s my data?
Doug Morris, CSI Inc

A summary level overview of the core iMIS Modules along with the corresponding tables that contain the data. 
Please provide the key learning objectives.
• Understand where the underlying data resides for each basic module so you can create reports or better yet, tell people how to create reports for you!
• Learn the nuisances of the iMIS table structure.

 Workshop 5

Task Centre
ASI

 Workshop 6

Managing Your Website with iMIS
Jay McCormack, Imponna

Blurb: In this workshop you will work through a series of practical exercises using the iMIS Web Content Management system (or WCM), doing things like creating web pages, change the navigation of your website, adding in standard iMIS functions like events, and figure out how to really leverage your content using content tagging.

Afternoon break & Exhibitor Showcase   

Workshop 4 (Continued)

Where’s my data?
Doug Morris, CSI Inc

 Workshop 5 (Continued)

Task Centre
ASI

Workshop 6 (Continued)

Managing Your Website with iMIS
Jay McCormack, Imponna

 Free time  

Welcome Drinks at the Cairns Wildlife Dome - Pullman Resort and Hotel

 A rainforest environment whilst birds such as parrots, cockatoos, lorikeets, doves and rosellas fly freely around you.  Get close to wallabies and observe curlews, frogmouths and kookaburras as well as frogs, turtles, pythons, freshwater crocodiles, lizards and bettongs.
  

 Thursday, 14th October 2010 
  

Engagement Metrics, Mobile Membership and Social Media Strategies
Andy Steggles, Higher Logic

Using real association examples see how iMIS has been leveraged to provide real time mobile benefits. Attend this session to get an understanding of the basics "What is social media" as well as much more advanced topics such as "What is next in social media". Hear from association execs that have successfully launched and see which strategies worked best. See how the public networks can be leveraged as outposts as well as how to host your own social presence. For more established associations, we'll discuss the strategies for bringing a community to life while at the same time, generate new non-dues revenue. 

PCI Compliance - Sense of Security
Murray Goldschmidt

Are you still confused about the new Payment Card Industry Data Security Standard (PCI DSS) regulations?
PCI DSS affects the way your store, process and transmit credit card information used in your payment processes applies. This multi-faceted standard applies to all parties in the payment process including merchants and service providers, acquiring and issuing banks.
This presentation will outline the critical steps that your organisation needs to undertake to ensure that your comply with these regulations.

   Morning break & Exhibitor Showcase

Potential red flags with your iMIS IT infrastructure Brigette Sigley, Computer Heads

Computerheads will be talking to Open Family about the infrastructure challenges they faced when they implemented iMIS   from budget constraints,  legacy  hardware, to securing the webserver to disaster recovery  and accessing Imis and related work files remotely in a way which is  secure and Steven Cole Technical Director  from Computerheads will be sharing the best practice standards and trends to ensure your environment runs efficiently.  Computerheads work with a range of small to medium sized associations and not for profits across Australia.

 Upgrading to iMIS 15
Mark Johnstone
 
Are you still confused about what is involved in upgrading to iMIS 15. Hear from Mark who has been involved in several iMIS upgrades. 
 
Discover the tips and tricks for upgrading your organisation successfully! Preparation of database and IT hardware
Testing Program
Resources – Internal and External
Benefits to the organisation and users

Value adding to your membership
William Hickson, Vetlearn Foundation of New Zealand

Adding value to membership using open source tools to create a fully integrated website, eLearning and eLibrary platform, all integrated with the iMIS system

 11.55 - 12.10

Less is more, get out of the way
Paul Ramsbottom, ASI

Traditional join/renewal/registration forms were multi-page essays that asked all sorts of profile questions and presented complex options.  But the internet and electronic banking has changed all of that – today, the join or renewal is just a transaction where “less is more”. Using case studies we will discuss how you can change your approach to joins, renewals and registrations so your organisation can get out of the way of customers wanting to transact with you.

Email Marketing using Informz
Rod Dalglish, iExtend

Updating current users and introducing new users to the updated features in Informz

• How to use Informz
• Informz Applications
• Advanced easy to use features

Member Engagement with iMIS and Open Web Content Management
Damian Mitsch, Australian Physiotherapy Association

This paper presents a case study of how the Australian Physiotherapy Association (APA) shifted its mindset to focus on web engagement as a critical strategic imperative. This ultimately led the APA to break with tradition and to integrate its iMIS 10.6 database into a platform of rapidly evolving open source and web technologies. iMIS now runs the back end of a much broader web focused strategy.

  Lunch

How's your Social (networking) life?
Jay McCormack, Imponna

There's a lot of conversation about “joining the conversation” however social networking can cost a lot of time and energy and money, is it worth it? During this two pronged presentation you’ll hear about your options for social media, what works and what doesn't and how to evaluate the success of your social media initiatives.

101 Things you wish you knew  – knowledge from iMIS Tech Support files
ASI

Even if you have used iMIS for many years, this session has something for everyone. We review important things everyone should know and answers to some common tech support queries.

Reviewing iMIS member types and categories
Cherie Whitty, RANZCP

Membership Types and Categories form the basic structure of the iMIS application and is pivotal in a successful billing process within iMIS. When the application rules for Membership Types and Categories are not followed it can impact significantly on many areas but most importantly the  Billing of your Membership. 

This presentation will showcase the process that they Royal Australian New Zealand College of Psychiatry used for reviewing Membership Types and Categories so that they could get the best out of their iMIS investment.

Forms, Forms, Forms – the easy way
Russell Franks, Fisher Technology

The Application Manager module from Fisher Technology fills an important gap in the iMIS feature set. This module is used by associations, charities and in particular regulatory organiszations to provide an on-line application and review workflow building and deploying validated forms into iMIS.

Russell Franks, the CEO of Fisher Technology, based out of the UK will be explaining how iMIS integrated forms can be easily produced and will showcase the use of the module for the  National Breast Cancer Foundation based in Sydney.

iMIS Friendraising
Artez

iMIS User Presentation
Brett Vale, Victorian Golf Assocation

Afternoon break & Exhibitor Showcase   

Documenting your organisations procedures
Michele Morgan & Chantal Almonord

If you left, would your successor be able to pick up the reigns and carry on? Documenting organisational practices as they relate to iMIS can be crticial. Come and learn some key tips of what to document and how; then walk away with the tools you need to begin documetning your own organisational processes.

iPARTS Overview
ASI

Learn more about this exciting new product path for web development. iParts are an integrated set of controls for creating applications that can be reused in different ways. This session will demonstrate iParts and review how you can use them to make iMIS more accessible for Full, Casual and Public users within iMIS websites.

iMIS iQA User Demonstration
Katrina Donnellen & Jasmine Lammers,              Amnesty International Australia

Discover how Amnesty use iQA across their organisations to support fundraising, marketing, finance and advocacy.

How to work with your AiSP?
The other side of the fence.
Russell Franks, Fisher Technology

PCI Compliance - Learn the details!
Murray Goldschmidt, Sense of Security

After learning about PCI DSS Compliance in the morning's session take this opportunity to learn the finer details of PCI DSS. Ask the expert from Sense of Security about your organisation. 

Integrating  eLearning Systems to iMIS
iServices & Sarj Touma, Kim Keane

eLearning is becoming a key method of delivering training to members. This presenation outlines the key integration poins with iMIS and how various organisations have managed the integration between iMIS and different elearning platforms.

Free Time

 17.45 - 18.15

Assemble in Foyer for Departure by Bus to the Conference Dinner

Bus Departs to Conference Dinner Venue

Conference Dinner: Tjapukai by Night

Enjoy the following experiences; face painting and welcome drinks on arrival, followed by a Magic Space Show a Lakeside Ceremony a full Course Buffet Dinner.  Be entertained by a Live Cultural Performance followed by a Camp Fire Session with the performers.

Board Bus to Return to Conference Venue
  

 Friday, 15th October 2010 
  

Getting the Most out of iMIS
ASI

Getting the most out of iMIS is not just having it configured for your organisation, it requires regular training and refreshers, keeping abreast of new features and knowing where/how to access the available documentation and resources. This session will cover all things to manage your iMIS investment and get the most out of it with your staff and processes and available resources including AiCs, AiSPs and ASI.
• Gain an understanding of all the available resources available to make the most out of your current and future iMIS investment
• Be comfortable how to plan and use iMIS resources/services appropriately within your organisation

Great Things Awards
This years nominees showcase their iMIS entries.

Morning break & Exhibitor Showcase

 20 Cool things
Doug Morris, CSI Inc

Come learn 20 (or more) cool things about iMIS.  From data entry short cuts to changing report titles on the fly, you are sure to learn something new in this fast past session.

What really happens?
Bank Reconciliation
Michelle Lelempsis, causeis

There are many layers to the iMIS financials that can affect your Bank Reconciliation Process. This presentation will outline these layers, complexities and methods to help your finance users complete bank reconciliation and month end processes.

 iMIS Web- Solutions
ASI

iMIS is a web solution! This session will demonstrate how available iMIS modules can provide your organisation with ability to manage your entire web presence and drive online engagement. iMIS Web solutions are fully integrated and managed through WCM giving you all the tools needed to drive online engagement of your constituents including content management and e-commerce.

• Understand the functionality and configuration options of WCM for internal and external websites
• Understand the functionality and configuration options of iMIS public views including customer, billing, events, donations, orders, communities

Moving Beyond Transactional iMIS
Paul Rambsottom, ASI

Many organisations first install iMIS to support the processing of new customers, renewals, donations and/or event registrations - in other words, transactions.  But iMIS today is much more than just a system to process transactions.  In this session you will learn some basic steps to start using iMIS for expanding your relationship management, marketing, communication, measurement and business intelligence capabilities.

Enhance your Customer’s Experience – Move your Business Online
Cameron Clark, Acryn

The first part will examine the key drivers for change which are currently emerging and the impact they will have on all organisations. We will concentrate on how to take your clients inside the wall.

Making iMIS a Fundraising Powerhouse
Jay McCormack, Imponna

During this presentation I’ll be demonstrating the best practice approaches to really using iMIS to your advantage. You’ll see how ASI's value cycle can come to life in a collection of products and configurations that can automate repetitive tasks, realise targeted marketing, exploit the capabilities of the web and measure your success. This round trip should set a vision of how iMIS should be used in your organisation.

  Lunch

Share, Compare and Become more aware...
Round tables

Did all of your questions get answered? Discuss with users and experts the key topics from the Conference.
Use this time to move around discussion areas and use the NiUG mission for networking.

Management Strategy – Paul Ramsbottom
Applications Manager & TaskCenter – Russell Franks
Web Integration & eLearning – Newlin Jolme & Bruce Drury
iMerge, iDonate and other add-ons – Doug Morris
Social Networking – Jay McCormack
Social Networking – Mark Lowry
Informz – Rod Dalglish
iMIS Financials – Michelle Lelempsis
NiUG Certification – Michele and Chantelle
iMIS 15 Upgrade path – Colin Bryant

Closing session
Rod Dalglish and Paul Ramsbottom

Farewell drinks