iMIS EMS Consulting for Non-Profits
We help organizations configure, optimize and operationalize iMIS EMS and offer expertise in fundraising and non-dues revenue building.
Expert EMS Support
Whether you are implementing iMIS EMS, optimizing an existing environment, or recovering a stalled upgrade, we provide hands-on configuration, workflow engineering, and reporting design.
Our work spans membership management, events, engagement tracking, and fundraising, with a particular focus on building revenue systems that teams can trust and sustain.
While our expertise spans the full iMIS platform, our specialty is fundraising — including moves management, campaign architecture, stewardship automation, and revenue reporting. Because we approach configuration through a fundraising lens, our solutions are practical, measurable, and built to support long-term growth.
DataScout Services
DataScout.ai helps iMIS organizations turn the data they already have into practical insight, guidance, and action. I work with clients to build a clear DataScout strategy around three core uses: understanding the member journey, creating smarter segmentation and engagement responses, and supporting staff with coaching, process consistency, and system guidance.
Make AI useful inside everyday iMIS workflows!
Types of Services
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Implementation & Upgrade Leadership
We lead iMIS EMS implementations and upgrades with a practical approach that accelerates adoption. We ensure that your system aligns with operational realities while focusing on using iMIS features as designed.
Whether launching iMIS EMS for the first time or recovering a stalled project, we provide leadership that keeps your project focused and stable.
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Strategic Advisory and Mentorship Services
We provide executive level advisory services and hands on mentoring to help build users who have confidence with iMIS EMS.
We embrace working sessions, roadmap development and skills transfer.
Ultimately we strengthen your team’s ability to truly ‘own’ and evolve their their iMIS system.
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Fundraising & Revenue Systems Optimization
Many organizations are “using” iMIS, but not fully leveraging it. We assess your current membership programs and fundraising set up and redesign them for efficiency and revenue building opportunities.
Re-engineering processes should be a regular project and includes cleaning data, stronger reporting, and adding systems that support sustainable growth.
EMS Specialties
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Let’s talk about ways to increase your online donations. Donation pages can always be simplified and streamlined.
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Campaigns are now standard in iMIS EMS. Do you know how to use Source Code Tracking to increase your fundraising and marketing efforts?
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Increasing funding sources from Major Gift Donors / Foundations and sponsors is a specialty. Maximize the tracking and support that you can give to your Major Gifts Team.
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This new iMIS tool is very powerful and can provide your staff with easier ways to query the database and manage complex reporting needs.
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Bring a new perspective to your membership set up. New features and persisted cash dues offer opportunities for streamlining operations and building back membership levels that may be declining.