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iBEF IT Round Table announced

We're pleased to announce details of the 2008 ASI Asia-Pacific iMIS Business Excellence Framework (iBEF) IT Round Table.

This biannual forum brings together a select group of iMIS customers that represent the largest organisations in the iMIS Community. It will be an opportunity to examine in detail the issues facing IT Executives and their organisations.

Details are:

Dates: Thursday 24th July 2008
Venue: ASI Melbourne Office
Level 22, 459 Collins Street
Melbourne, Victoria
Times: 9.30 am till late

The forum will be hosted by ASI Senior Management and will include a special presentation on the iMIS Product Development Outlook.

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Submitted by mnelson on 20 June 2008 - 2:31pm

iMIS Customers Preview the Future at Business Excellence Framework Forum

MEDIA RELEASE

June 17, 2008

iMIS Customers Preview the Future
at Business Excellence Framework Forum

The annual iMIS Business Excellence Framework (iBEF) Forum held on May 20 and 21 brought together 10 not-for-profit leaders - representing the largest users of the iMIS software solution in the Asia-Pacific region - for two days of intensive review and knowledge sharing, with the focus on achieving business excellence. Mobile phones were off, thinking caps on and best practice firmly fixed in the spotlight.

Held at historic Mansion Hotel at Werribee Park just outside Melbourne, the forum was hosted by Advanced Solutions International (ASI), the developers of iMIS. In attendance was US based chairman and CEO Bob Alves, ASI Asia-Pacific senior management and leaders from:

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Submitted by mnelson on 19 June 2008 - 10:02am

Split gifts create multiple transactions

This causes issues for some members/donors because they have bank accounts with limited transaction allowance; also gateway charges the organization per transaction (not sure if this affects AIA)

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Submitted by Stu on 13 June 2008 - 1:48pm

FR: Direct Debit & CC Declines

There is no mechanism to go back in and delete the declined gift (user has to do it manually before the batch is posted)

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Submitted by Stu on 13 June 2008 - 1:47pm

iMIS Friendraising update

I was reading an article over the weekend in the May-June edition of Advancing Philanthropy (the journal of the AFP - Association of Fundraising Professionals - www.afpnet.com), which is conveniently now provided to all members of the Fundraising Institute of Australia (FIA - www.fia.org.au). The article was a summary of a study by the Run Walk Ride Fundraising Council (www.runwalkride.com) and it shows that funds raised through athletic charitable events - such was walkathons and bikeathons - grew by more than 10% in 2007. The top 30 athletic fundraising events in the US generated more than $1.64 billion in gross revenue in 2007. The top programs included Relay for Life (American Cancer) at $406m, Team in Training (Leukemia) at $125m and Start! Heart Walk (American Heart) at $106m.

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Submitted by Paul Ramsbottom on 9 June 2008 - 7:26pm

Sydney visit last week - including the quarterly MD's Recognition Luncheon

I was in Sydney last Thursday and Friday trying to get back to a regular monthly visit to Sydney. On Thursday I met up with Finsia for a brief project status update following their renewals being run, and then I attended the project kick off meeting for National Breast Cancer Foundation.

Friday I met for breakfast with Nasser - who used to work with ASI Consulting - and has now setup his own consulting business (Avion Software www.avion-software.com) and has signed up as an iMIS Authorised Consultant. We are already using Nasser for a number of ASI projects and will continue to help him build his iMIS business as he starts to work directly with iMIS customers. Nasser's business partner is Sashank Kotcherlakota; and Sashank is also iMIS experienced as he worked for a few years at CPA Australia as a developer and he worked on both iMIS web and marketing suite projects while there.

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Submitted by Paul Ramsbottom on 4 June 2008 - 10:16am

Review of the week Bob Alves was here

I have been pretty occupied over the past couple of weeks helping out the consulting team with their current workload spike so have not had a chance until now to write up the week that Bob visited. Bob arrived on the Monday morning and after checking into the hotel came over to the Melbourne office to join the 1pm pizza lunch and listened to the CEO quarterly briefing. The rest of Monday and into the evening was spent on rehearsals for the exec round table event.

Tuesday and Wednesday was down at the Sofitel at Weribee Mansions for the 2008 Executive Round Table Briefing. I will post about that event separately, but suffice to say Bob believed it was the best round table event yet.

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Submitted by Paul Ramsbottom on 4 June 2008 - 9:58am

Real Estate Institute customer meeting and lunch

ASI was pleased to host the very first meeting of 3 REI's (Real Estate Institute's) - Qld, SA and Vic (all iMIS customers) - in the Melbourne office last week, and I joined the team of REI's and ASI'ers for lunch. While both REISA and REIV have been long time users of iMIS, REIQ only recently joined the list of REI users and between the 3 organisations they agreed to meet up and share iMIS experiences. And they will be meeting up ongoing on a more regular basis as a result of the success of this last meeting. It was great for me to be able to meet with the key exec's from each and share stories over lunch. At lunch was David and Jason (SA), Ivars and Neelu (Vic), Greg (Qld) and Shearne, Colin and myself from ASI.

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Submitted by Paul Ramsbottom on 3 June 2008 - 11:20pm

CEO first quarter presentation and lunch

For the first time Bob Alves was actually in Australia for the first quarter CEO update. Bob flew in from the US on Monday morning, and at 1pm in the Melbourne office we had pizza lunch and then played the pre-recorded presentation that he had recorded on the Friday night before coming to Australia. The presentation ran about 45 minutes and it was a little weird listening to Bob speak while he sat there with us - and he didn't even move his lips!

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During the presentation Bob covered off first quarter Balanced Scorecard results, financial results, value award winners and he highlighted the global Consulting department. He also made particular mention of the strong first quarter results for AP, Europe and Canada (I had posted previously about the AP first quarter results).

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Submitted by Paul Ramsbottom on 3 June 2008 - 11:16pm

Online Fundraising Guru Seminar

Liza and I went to a seminar this afternoon hosted by Xponential where we heard Ted Hart talk about having success in online fundraising.  I hadn't heard of Ted before and I'm not sure what makes you a guru (he didn't talk at all about his success or history) but the content was good.

The presentation was about 4 hours long and was broken into two sections, a review of Web 2.0 and why this is important and then in the second half he did a live review of just about everyone's website in the room.

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Submitted by jmccormack on 27 May 2008 - 10:13pm

New Sydney office location selected

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After relocating the Melbourne office last year, this year it is the turn of the Sydney office. We are moving from North Sydney into the Sydney CBD area - which gets us closer to customers, transport options and higher quality premises. To support our telecommute environment we are taking out space in a shared executive office on level 33 of Australia Square - which is located at 264 George Street (down towards the Circular Quay end of George Street). Australia Square is an iconic building in that it is a round tower which at the time it was built was the tallest building in Sydney.

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Submitted by Paul Ramsbottom on 19 May 2008 - 3:30am

Sales executive interviews start this week

The interviews for the initial round of candidates for our third Business Development Manager get underway this week to take advantage of David, Bob and Julie all being here in person. The current plan is to have one interview in Melbourne and two in Sydney. The new BDM will be joining Amanda and Martin in the new business group which is dedicated to bringing in new customers to iMIS. Both Amanda and Martin exceeded quota last year, and that along with a continued confidence in the new business market is a trigger to hire to ensure we capitalise on all of the right opportunities (with an emphasis here on the word 'right' - where the potential customer and ASI are aligned in strategies and values). At the same time we are continuing to work on our sales process cycle optimisation although it is harder than expected - but are committed to an outcome that will see higher quota's for both Amanda and Martin.

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Submitted by Paul Ramsbottom on 19 May 2008 - 3:10am

APESMA almost finished the initial round of iBEF meetings

On Tuesday Jay, Mick and I were at APESMA (www.apesma.asn.au) for the fourth of a series of meetings with each of their key departments to help us plan out a one year roadmap as part of their iBEF program. APESMA have some unique challenges in that it was recently restructured to split the commercial business units from the traditional union organisation. The commercial units - including Chifley Business School (www.chifley.edu.au), Member Advantage (www.memberadvantage.com.au) and ETM Search & Selection (www.etm.com.au) - are all substantial businesses in their own right, but they also share infrastructure and many services with APESMA.

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Submitted by Paul Ramsbottom on 19 May 2008 - 2:56am

New project manager to start in June in Sydney

The open project manager position has now been filled and we are very excited to be welcoming Andrew Kennedy into the ASI Consulting team. Andrew will be based in Sydney; he will be starting the week of June 2nd. Andrew comes to ASI with strong project management experience including at Optus, a national law firm and most recently a software company specialising in customer data integrity solutions. Like myself and some of the other ASIer's, Andrew is engineering educated; and his interests are soccer, rock climbing and teaching spanish.

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Submitted by Paul Ramsbottom on 17 May 2008 - 5:28am

Finsia launches new iMIS Content Manager .NET website

Finsia (www.finsia.com) - a new iMIS customer - this week launched their new website based on iMIS 15 and the iMIS 15 .NET Content Manager. Finsia - Australia's premier membership organisation for financial services professionals - went live with iMIS 15 in the back office in April, and quickly followed with their website this week.

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In addition to Content Manager, they have implemented the new iMIS 15 public views for Customer Management, Billing and Events - giving members the ability to renew online, update their profile online and register for events online. New members can also join online and in fact 7 new members joined online in the first day the site was live.

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Submitted by Paul Ramsbottom on 16 May 2008 - 8:34pm
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