going from imis 15 to version 20 and beyond - petaa case study
TRANSCRIPT
CASE STUDY: PETAA - FROM IMIS 15 TO 20 AND BEYONDNEWLIN JOLME, INTEGR8TIV
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AGENDA
Integr8tiv & PETAAOverview of Integr8tiv and PETAAPre Existing System OverviewAn overview of the system prior to the upgradePlanning for changePlanning and scoping
Target systemCurrent SystemOverview of current systemsChallengesNot everything goes to plan…
CASE STUDY: PRIMARY ENGLISH TEACHERS ASSOCIATION AUSTRALIA – FROM IMIS 15 TO 20 AND BEYOND
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AGENDA (CONTINUED)
Integrated websiteDemonstration of award winning websiteNon standard website solutionsAdding to iMIS RiSEPost Upgrade iMIS solutionsIntegrations, automationBenefitsResults of upgrade, integration, automationFutureWhat comes nextTakeawaysUpgrade & website plan overviewQuestionsAnd discussion
CASE STUDY: PRIMARY ENGLISH TEACHERS ASSOCIATION AUSTRALIA – FROM IMIS 15 TO 20 AND BEYOND
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• Integr8tiv assists iMIS customers to get more from their business systems
• Authorized iMIS Solution Provider with unparalleled iMIS experience• iMIS Certified Professionals and Certified iMIS Extension Developers • Founded in 2012, now with 5 full time iMIS dedicated consultants• Located in Melbourne, servicing customers in Asia Pacific and world
wide
INTEGR8TIVYOUR IMIS & BUSINESS SYSTEMS PARTNER
• Services include:– Strategy & Planning– iMIS implementations & configuration– System upgrades– Website development (RiSE & 3rd party CMS)– Integrations (SMS, LMS, financials etc.)– General iMIS Support– Business Intelligence and reporting– Hosting advice and support– Targeted iMIS Training– Everything iMIS…
INTEGR8TIVYOUR IMIS & BUSINESS SYSTEMS PARTNER
The Primary English Teaching Association Australia (PETAA) is a national, not-for-profit professional teaching association supporting primary school educators in the teaching and learning of English and literacies across the curriculum.
PETAA supports members and primary school educators with:
• Research-based, classroom-focused print and digital publications and teaching resources
• An extensive program of professional learning courses, including conferences
• Partnerships and projects that deliver quality teaching and learning programs
• Advocacy for the professional interests of its members and the wider community through active representation within a number of State and Federal education forums
• Research — PETAA is actively involved with ongoing research that supports its professional work with teachers and educators.
PRIMARY ENGLISH TEACHING ASSOCIATION AUSTRALIAPETAA
http://web.archive.org/web/20120213004149/http://www.petaa.edu.au/Home.aspx
• iMIS version 15.1.3• Local hardware
– MS Exchange Server– File servers– Desktop machines
• Custom integrated website– Sitefinity 5.0 (out of date)– iBO’s (iMIS Business Objects)– Highly customised .NET applications for join, renewal, event registration
and product purchase– Cloud hosted webserver with developer
PRE EXISTING SYSTEM OVERVIEWIMIS 15
• Custom developed website only supportable by original developers• Prohibitive costs for development & support• Source code not available• Hardware & network support provided by same developer/service
provider• Service provider changed direction so ongoing support was not always
readily available• Uncertainty around custom developed code• Unable to upgrade due to custom integration• Unable to plan for future without an upgrade approach
ISSUES)-:
• Upgraded iMIS to latest version• Standardise iMIS RiSE website• New local network & desktop support provider• New hosting provider(s)• Cloud hosting appropriate• Develop & deploy new functionality iteratively• Automate standard processes
PLANNING FOR CHANGEHOSTED, INTEGRATED, OPTIMISED, AUTOMATED
• iMIS Version 20.1.19 (first iMIS RiSE responsive site in Australia)• Full custom designed theme based on existing RiSE theme• Standard functionality• Enhanced functionality
– Purchase content– eBooks & Digital Rights Management
• Hosted iMIS • Hosted email• Hosted desktops (no hardware!)• New functionality
– Promo codes– Online join options
• Automated processes– Invoices, receipts– Task Centre, Communication Suite/Email Marketing
CURRENT SYSTEM
• Issues– Server access/upgrade problems– Spam comment injections– Web Application Firewall
• Benefits– Enhanced functionality
• Mobile responsive site• Staff site• Communication suite/Email Marketing• IQA
– Increased web traffic– Time saved through automation– Focus on functionality not on support, issues or custom development
CHALLENGES
www.petaa.edu.au• Join• Profile• Renew• Event List• Event Registration• Product List• Product purchase• eBooks• Complex Content
– Layouts– Tagged lists– IQA’s
DEMOWEBSITE WALK THROUGH AND FUNCTIONALITY OVERVIEW
• PDF flyer download link• Sample book pages download• JQuery widgets
– Slider– Carousel– Responsive tabs
• Purchasing access to digital content• eBook sales & DRM (digital rights management) integration with
BooXtream
NON STANDARD WEBSITE SOLUTIONS
• iMIS integration to BooXtream– Task Centre– Web services
• Email Marketing & Process Automation– Automatically sending event certificates using IQA & SSRS
• Staff dashboards• New territories (New Zealand)• Membership enhancements• Promo codes
POST UPGRADE IMIS SOLUTIONS
• iMIS RiSE integrated platform– iParts, IQA & SSRS
• Email marketing & automated processing– Sending certificates, invoices, receipts
• Responsive website, increased usage, SEO benefits• Staff site, remote access• On the upgrade path, able to utilise new functionality as it becomes
available• iMIS System entirely hosted by ASI• Real time understandings (Staff Site)
– New Zealand launch– Segmentation
BENEFITS
• Trending upwards and consolidating• August 2014 to August 2015 - 50% increase• Mobile use growing by 50% per annum
WEBSITE USEGROWTH OVERVIEW 2012 - 2015
• Reviewed and rebuilt content during migration• Complex published content including book extracts, PDF’s, eBooks etc.• Able to build all content as responsive using iMIS RiSE page layouts• Tagged lists and responsive design have been key benefits
BENEFITS
• Pathways to deeper content• Included use of JavaScript widgets for additional functionality• Focus on functionality, not development/technology
BENEFITS
• Improving member benefits, increasing members & renewal rates
• Communities, blogs
• Further process automation
• Marketing automation
• Future upgrades
• Business Intelligence, staff dashboards
FUTURE PLAN
• Upgrade to iMIS 20– Have an ongoing upgrade plan
• Integrate your website– Use OTB/standard wherever possible
• Deploy/stagger online functionality– Profile management– Events– Donations– Member Renewal & Join– Orders– Training & certification, CPD
• Integrate third party systems– Financials– LMS
• Automate standard processes
TAKEAWAYSYOUR STRATEGIC PLAN
WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE