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501 CIO, LLC

Services
iMIS installation and support

Whether you are installing iMIS for the first time, performing a major upgrade, or installing a routine patch, we can help.

Database management
Is your membership data being backed up on a daily or hourly basis?  Do you need a test database?  Do you want to restrict access to your data?  Do you require certain data fields to be automatically populated?  If you answered yes to any of these questions, give us a call.

Website design
Your website says a lot about you.  If you are like most organizations, the accumulation of years of content presents a tremendous challenge in how to keep it organized and fresh.  In addition, members are constantly expecting more information to be available at their fingertips via your website.  The information they receive today through the mail or by calling your office, they expect to obtain from your website tomorrow.  Finally, consider what information you collect from your members that could be captured through your website.  For all of these needs, we are your source for assistance.

Report writing
Great, you have a database full of information, but now you need to get it out and no one on staff knows how or has time.  We’re the ones to call in that situation.

Integrating MS Office products with your member / donor database
Do you have an Access database that needs to share data with your membership database?  Do you need a low cost solution to send personalized email messages to your members and donors?  Let us show you how to take advantage of the power of Microsoft Office products.

Budgeting for annual information technology purchases
It’s that time of year to put together the budget for the board.  When budgeting for information technology, a lot of association executives reach for last year’s budget and submit the same dollar amount, adjusted for inflation of course.  Instead of falling into that trap, let us review it for you.  We’ll ask you the right questions and give an honest opinion.

Membership database reviews and assessments
Are your member records grouped in the most logical way?  Are your membership dues structured in a way that makes sense?  Do the fees you charge for events correspond to the way you classify members?  How do you handle duplicate records?  What do you wish your association management system did that it currently won’t do?  The answers to the questions often lead to a change in the way data is organized or in the way a process is defined.

Data quality improvement
How would you like to be able to catch data entry errors made by staff on a daily basis?  How about automatically notifying the staff members who made the errors, informing them of what they did wrong and what they need to do to fix the problem?  When you consider that most associations have at least 25 rules governing the way data is entered into their systems, you realize that data entry errors are sure to occur.  Give us a call and we’ll show you how to stop errors in their tracks.

Training
If your association uses iMIS, we can provide you training in all the core modules (Customers, Events, Billing, and AR/Cash).  We also provide iMIS administration and Crystal Reports training.

Electronic communication strategies
In today’s world of business, email has become the preferred method of communication for senders and recipients alike.  We can help you find the most efficient and cost-effective means for integrating your membership database system with email applications.

Disaster planning
Someone once said, “Those who fail to plan, plan to fail.”  What will you do in the event your building burns down or becomes inaccessible due to flooding?  How long can your business survive without email, your website, or your membership database?  Not long ago, the answer for many associations might have been 30 days or more.  Increasingly, associations are seeing that window of time becoming shorter and shorter.  Let us help you put together a plan tailored to your unique needs.

Application development
Do you have a need for a custom web-based application?  Perhaps you need to find a way to better capture information from your members.  Maybe you need a more efficient way to distribute data to your constituent base.  In either case, we have expertise in this area and will be glad to help you define, develop, test, and go live with it.

Network management
We provide direct network support for associations having one or two servers.  For larger needs, we provide support through one of our partner organizations.