These are the combined items from the luncheons on what attendees would automate. Each attendee was asked to fill out a form listing up to 3 things they would automate. They are meant to be related to iMIS (or existing database system if they were not iMIS users). We told attendees this information would not be shared so please be respectful about sharing who said what. This page is ASI only.
FINANCE
Donor letters
Newsletters
Issuing receipts
(James, Trust for Nature)
Payroll - time & attendance collection/calculation and then input into AIMS package
(Bryce, Bass care)
Reporting
Invoicing
Financial member renewals
(Rod, Bus Vic)
Reports customisation
Data accuracy checking
Data export files/format
(Leearne, Speech Pathology)
Donation processing
Changes to supporter details
Emergency Appeal notifications
(Grace, AngliCORD)
Member database and website
Member database with accounting program
Member database with email address record
(David, Accomm Getaways Vic)
Membership renewals processing
iMIS - integration membership
(Tony, Liberal Party Vic)
Event registration
Enable members to pay accounts online (we have credit facilities)
Integration with 3rd party online products
(Ivars, REIV)
iMIS to web integration
Renewal process
(Andrew, Taxpayers Aust)
Transfer of iMIS data to general ledger
Payroll timesheet entry to payroll system
Invoice entry to Accounts Payable
(Jane, National Trust Vic)
IT / TECHNICAL
Automated management/allocation of leads/enquiries
Email marketing
Prospecting communications
(Paul, Master Plumbers)
iMIS Trans export to GL/AR
Single/bulk meeting invoice emails from events screen
Documentaiton
iMIS and Sharepoint
(David, ANZCA)
Short course enrolments online; events for corporate groups and public enrolments
Invoice – certification
Sales data that relates to events – we need sales reps to log via web and the data put straight into iMIS
(Andrea, APESMA)
Monthly integrity check and report
(Zuohui, APESMA)
Fee payments online
Trainee reporting online / inputting data online
(Roger, RANZCP)
Member online enrolment using membership number (membership number used to link records under each other to validate discounts etc)
Corporate tables
Report generation / batch postings via scheduler (a scheduler that automates the posting of batches and generates month end reports similar to Reporting Server)
(David, CEDA)
Online registrations
Contact import from Excel
Vouchers process
(David, AIM Vic/Tas)
Donor records (1 name, 1 record)
Merchandise sales / donor resend(?) integration
National coverage
(Ross, Resolve Consulting)
Registration/forms
Executive reporting
Online learning attendance with iMIS points collection
(Kim, RACGP)
Sales force automation
Membership (subscription) management
Document workflow -> publish
(Warren, Beyondblue)
Email marketing
Automated invoices
Links with other software (eg. Vettrack stats AVETMISS)
(Steve, Narre Community Learning Centre)
Police check reminders for members, volunteers, staff
Email relevant activities
(Craig, St Vincent de Paul)
SALES / MARKETING
Personalised specific donor thank you letters
If we had secure member login, relevant web comms (like Amazon.com)
Lifetime value calculation of a donor
(Rebecca, Benetas)
Web donations directly into database
Telemarketing donations directly into database
(David, Yooralla)
Customer relationship management
Event management
(Anne-marie, ACER)
Unsubscribe and opt-outs automatically recorded against records in iMIS
Web content expiry automatically deleted
(Jennifer, VECCI)
Donor behaviour analysis
Lifetime value of different vintages of donors
Attrition of different donor segments
(Ivars, Bush Heritage)
Distribution of e-newsletters
(Stephen, Mambourin)
Interested in the linked website and databases
(Paula, Concrete Institute Vic)
CEO's / EXECUTIVE DIRECTORS
Note the question was changed for this luncheon to be:
List 3 things that you would like to automate as part of your new member join process.
Blue Voices
Consenting Rochhonen (?)
(N Highet, BeyondBlue)
Annual re-enrolments
Updating all member details
(K Ferry, CBGPA)
Automatic response to new member application processing
Receipting automatically
(Gail, Speech Pathology)
New members join online
Pay subscriptions online
(J Date, AFCC)
Payment
Update contacts
Combine into interest goups
(David Collier, AIR)
Send member profile notification
Notify staff re: new member sign up (dashboard)
(Serge Sardo, AHRI)
When president last elected
Number of students in school
Name of local principal network chair
(S Franzi-Ford, ASCV)
Fellow admission online
(Ian Burke, RACS)
When 'check' new member - relevant letter/emails 'pop up' - with check list and reminders
(Beverly Jenkin, Toy Association)
MEMBERSHIP
Note the question was changed for this luncheon to be:
List 3 processes that your department manages.
Registration of provisional and general psychologists
Renewal of registration
Monitoring progress of training of provisional psychologists in supervised practice
(Paul Gloster, PRVB)
Membership recruitment and retention
Sponsorship
Communications
(Greg Knox, Aged & Comm Care)
Membership Subscription
Renewal invoices process
Reports and monthly newsletter
(Effie Koutsis, Bus Association)
Event Management - entries/draws/tee times/results
Development pathways
Magazine subscription and management/distribution
(Brett Vale, VGA)
Fundraising for research foundation
Identifying interests of members
(Christine Stevenson, RACGPS)
Membership subscription
Membership report s- attendance
Prospecting new members , NM in attendance
(L Ritchie, CEDA)
The engagement process of new members
Issue and report invoices to members
(M Barouche, AHA)
Member applications
Member renewals
Lunch events
(Meredith Wall, AIST)
Member Renewals
Shows and events
Group financials
(D Hopping, ADA)
Retention
Engagement
Recruitment
(E Boutros, Member Advantage)
Membership Renewal
Membership new members
Publications - communications
(V Ebejer, MPMSAA)
Tracking of potential members/recruitment
Managing instalments across multi-faceted groups and P.S. (?) online
Retention strategies
(Jan Axe, APA)
Membership renewal
Membership acquisition
Membership Communication
(Cindy Higgins, FIA)
Bookings
Payments
Arranging seminars
(A Stevens, Owners Corp)
