MEMBER DATA AND CONTENT MANAGEMENT MEMBERSHIP DATABASE INNOVATIONS
MEMBER DATA AND CONTENT MANAGEMENT, MEMBERSHIP DATABASE INNOVATIONS Comparing i. MIS 20 to Civi. CRM
UNDERSTANDING OUR CURRENT TECHNOLOGY � Using i. MIS 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 i. MIS is available that will add more functionality
WHERE DO WE GO FROM HERE? � Do we reinvest in i. MIS 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
MEMBERSHIP MANAGEMENT TRAINING AND SUPPORT CUSTOM REPORTING KEY REQUIREMENTS DONATION MANAGEMENT EVENTS MANAGEMENT WEB AND SOCIAL MEDIA INTEGRATION
THE PROCESS � Review data management solutions Several options eliminated based on cost or lack of features/functionality Two options selected as potential solutions: i. MIS 20 and Civi. CRM
i. MIS 20 Cloud-based, mobile-ready, and PCIvalidated. 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. i. MIS can be used on any device. Civi. CRM 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 Word. Press.
THE PROCESS � In depth review of both solutions View demos and proposals for both Civi. CRM and i. MIS 20 IMIS 20 – C-Systems Civi. CRM – Civi. Desk
THE PROCESS � In depth review of both solutions Get feedback from external organizations using both solutions IMIS 20 - Various users at IMIS user conferences Civi. CRM - Community Counselling & Resource Centre (Peterborough)
THE PROCESS � In depth review of both solutions Discussion with external organization about transition from i. MIS to Civi. CRM Pan-American Association of Ophthalmology
THE PROCESS � In depth review of both solutions Internal review comparing i. MIS to Civi. CRM Key factors of features and functionality, technical requirements, security, strengths and weaknesses, and costs
Features and functionality Strengths and weaknesses Cost Technical requirements Security
How they compare? i. MIS Civi. CRM Features and Functionality • Desired features and functionality are available in i. MIS 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 Civi. CRM • 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 Implementation Costs - Year 1: $9, 899. 20 Basic Annual Cost (Year 2): $4, 339. 20 Basic Annual Cost (Year 3 +): $4, 339. 20 Total: $54, 177. 24 Total: $18, 577. 60
How they compare? i. MIS Strengths • End user friendly • Branch familiarity • Known entity with large support team • Continuing product development and support • Active user community (Ni. UG) • Past investment not lost Civi. CRM • End user 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? i. MIS 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 Word. Press in favour of Ri. SE platform. Civi. CRM • 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 Civi. CRM and i. MIS 20 in action: IMIS 20 - Canadian Labour Congress Civi. CRM - Canadian Thoracic Society and Canadian Respiratory Health Professionals
THE PROCESS � In depth review of both solutions External review from independent consultant
i. MIS 20 Civi. CRM Summary Results: Fair Critical Summary: Summary Results: Good � � � 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 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 Civi. CRM 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 & Saa. S.
CONCLUSION � i. MIS 20 � Recurring costs and lack of timely support are largest issue. Based on these two issues, we have decided to look at alternate solutions. Civi. CRM 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 � i. MIS 20 i. MIS product tutorials : https: //www. youtube. com/user/ASICommunity i. MIS 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 � Civi. CRM sandbox/demo site for Wordpress: http: //wpmaster. demo. civicrm. org/ https: //civicrm. org/ Proposal submitted by Civi. Desk Slides and presentations available from Civi. CRM https: //www. cividesk. com/
RESOURCES � Internal/External documents https: //www. surveymonkey. com/r/Preview/? sm=k 6 PLJPz. JCGPb. O jaj 3 rm. Zs. Kg. RGo. Dpo. K 9 z. S 1_2 BJYWQ 3 RU 8_3 D Survey Analysis (summary of survey responses) Civi vs i. MIS (comparison doc of current and two new systems) Civi vs i. MIS (cost analysis) External report (Dan Tucker)
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