Product Comparison: iMIS 100 & EMS Enterprise

This table outlines the main feature and functionality differences between iMIS EMS Enterprise and iMIS 100.

iMIS Feature Comparison: EMS Enterprise vs iMIS 100

✓ = included + = optional

Core Platform

CRM + Data Management

Feature	Description	EMS Enterprise	iMIS 100
Contact management	Manage contact, address, and demographic information for individuals, organizations, or groups.	✓	✓
Address verification	Verify addresses at the point of entry. Automatically verify and clean address information.	✓	✓
Duplicate Merge — Standard	Find, merge, and clean duplicate records.	✓	✓
Duplicate Merge — Premium	Review all potential duplicate record pairs. Determine which records to retain, which records to merge into the retained records, and which records to mark as Not Duplicates.	+ Individuals & Organizations	+ Individuals only
Online profile	Allow constituents to manage their profile and transaction history.	✓	✓
Online directory	Allow constituents to access and manage their own profile information and create a searchable online directory based on a variety of criteria and with varying levels of permission-based security.	✓	✓
Volunteer management	Recruit, schedule, and track volunteer activity. Manage, assign, and track volunteer hours.	✓	✓
Company Administrator — Standard	Allow an individual to manage organization or committee rosters and conduct transactions for colleagues, as well as manage their chapter or organization information.	✓	✓
Company Administrator — Premium	Allow an individual to manage chapter rosters and conduct transactions for chapter members.	+	+
iMIS for Clubs	Easily manage Club organizations from the Staff site or the Club Staff site. Includes household management, attendance tracking, parent portal access, recurring event programs, club dashboards, club reports, and starter website templates.	N/A	✓
Company Administrator for more than one company	A contact can be the company administrator (known as group administrator in iMIS 100) to multiple companies, even if they are not a member of the company. Once a user has been given the Company Administrator role, they can assign it to other members within the contacts list.	✓	✓
Contact importer	Import contact (individuals and organizations) data directly into the Staff site. Accepts new contacts and provides the option to create an account for new contacts upon import. Can also update or add to an existing contact's account.	✓	N/A
Organization flow down	Settings that allow a contact's organization's information (e.g. address changes) to flow down to their account automatically.	✓	N/A
Relationships	Create a link between two contacts to display their relationship to one another. Relationships show on the record of both contacts, and you can specify roles for them.	✓	✓
Granular contact security using Module Authorization Levels	Module authorization levels determine what functionality the staff user has access to in the Staff site.	✓	N/A
Granular contact security using Contact Authority Groups (CAGs)	Content authority groups control who has access to edit specific areas of content within iMIS, using group roles for different content permissions.	✓	✓
Activity tasks	Staff users can assign follow-up activity tasks for other staff users or themselves as reminders to perform certain actions.	✓	N/A
Groups	Dynamic groups control many of the iMIS 100 workflows in membership. Dynamic groups are still available in iMIS EMS, but used in conjunction with many other EMS membership features.	Groups & Membership: 100 & EMS Enterprise Differences

Membership Management

Feature	Description	EMS Enterprise	iMIS 100
Membership fees	Manage individual or company memberships and membership fees for multi-tiered, variable-duration, and other complicated membership models.	✓ with Membership bundle / + with Fundraising bundle	✓ with Membership bundle / + with Fundraising bundle
Online membership	Create an online join or renewal page using a configurable template. Allow members to join or renew online or through a mobile device.	✓ with Membership bundle / + with Fundraising bundle	✓ with Membership bundle / + with Fundraising bundle
Chapters and committees	Track and manage current and historical chapter and committee membership and participation.	✓ with Membership bundle / + with Fundraising bundle	✓ with Membership bundle / + with Fundraising bundle
Adjusting membership invoice line items	Adjust a single line item in a membership invoice.	✓ with Membership bundle / + with Fundraising bundle	N/A
Using Expression Builder to customize pricing	The iMIS Expression Builder is a powerful tool within Business Object Designer that allows you to create complex expressions for use in billing product special pricing rules.	✓ with Membership bundle / + with Fundraising bundle	N/A
Create membership products with negative amounts	Billing products with a Type of Miscellaneous Items (MISC) can be configured with negative amounts.	✓ with Membership bundle / + with Fundraising bundle	N/A
List billing	Enables an organization to be directly billed for their members' membership fees.	✓ with Membership bundle / + with Fundraising bundle	N/A
Issue renewal notifications	Renewal notices are communications sent to members reminding them that their fees are due soon.	✓ with Membership bundle / + with Fundraising bundle	N/A
Allow members to renew before invoices are generated (renew in advance)	Members can renew their memberships in advance before their bill is issued, for the same membership type, at a time specified during configuration.	✓ with Membership bundle / + with Fundraising bundle	N/A
Adjusting memberships outside of the renewal process (mid-term changes)	Mid-term changes to subscription and non-dues subscription items can be adjusted or cancelled on an item-by-item basis outside of the renewal process.	✓ with Membership bundle / + with Fundraising bundle	N/A
Offer promotion codes for new joins and renew in advance	Offer promotion codes to give discounted prices for memberships.	✓ with Membership bundle / + with Fundraising bundle	N/A
Membership Configuration Wizard	Use the Membership Configuration Wizard to set up and continually modify the essential components of iMIS membership from one location.	✓ with Membership bundle / + with Fundraising bundle	N/A
Membership management	All iMIS 100 memberships are created using groups. In iMIS EMS, there are no membership groups; instead, there are customer types, billing cycles, and billing products.	Migrating from iMIS 100 to EMS: Groups & Membership

Website Management

Feature	Description	EMS Enterprise	iMIS 100
Site Builder	Manage multiple websites and allow chapters or affiliates to manage their own websites.	✓	✓
Page Builder	Build sophisticated web pages with a WYSIWYG editor and configurable out-of-the-box content items, such as menus, lists, charts, user profiles, and more.	✓	✓
Content tagging	Use your organization's specific terms, audiences, and concepts to deliver targeted web content.	✓	✓
Intelligent Query Architect	Create complex queries and export the results in a variety of formats.	✓	✓
Expression Builder	Create custom expressions within business object properties.	✓	✓
Panel sources management	Manage panel editor sources outside of the panel definition.	✓	N/A
Translation	Translate fields, menus, screens, and web pages into different languages.	+	N/A
Content Items (iParts)	Contact Attendance Editor, Event Check In, Program Item Occurrences Display, Gift Aid Claim Manager, Group Full Roster, Group Mini Roster, Household Editor, Owned Item List, Uniform Item Context, Club Check-In.	N/A	✓
Business Objects	Consult the table to identify the equivalent of the iMIS 100 business object in iMIS EMS.	Migrating from iMIS 100 to EMS: Business Object Differences

Integration Tools

Feature	Description	EMS Enterprise	iMIS 100
iMIS Marketplace	ASI's global network of authorized iMIS product partners and solution providers develop hundreds of best-of-breed add-on applications and integrations to complement the iMIS EMS platform.	✓	✓
REST API	iMIS EMS includes a modern REST API optimized for integrating to cloud-based solutions. Our industry-leading API is fully documented.	✓	✓
Authorized iMIS product partners	We partner with select software vendors based on client demand to provide tight integration to popular best-in-show solutions. Product partners receive priority integration support, exclusive access to API resources and production roadmaps, and ASI validation and approval to write back to the iMIS database ("push" capability).	✓	✓

Events + Learning

Event Management

Feature	Description	EMS Enterprise	iMIS 100
Event management	Manage the planning, logistics, communication and registration for events of all types and sizes.	✓	✓
Online events	Create online event pages or microsites to enable constituents to register and access event details including locations, agenda, registrant directory, X (Twitter) feed, and more.	✓	✓
Specifying resources/plans	Add event resources such as room arrangements, equipment, speakers, and support staff. Detailed plans can be printed and sent to hotel staff or other planning personnel.	✓	N/A
Waitlisting	Staff users can add contacts to event waitlists for registration options and program items when either reaches maximum capacity.	✓	N/A
CEU attendance	Staff users can define continuing education units (CEUs) and mark attendance for course attendees. CEUs can be awarded and adjusted, and CEU types specified.	✓	N/A
Issuing event confirmations en masse	Issue event confirmations en masse from Events > Issue event confirmations.	✓	N/A
Automatically charging event cancellation fees	Create a cancellation fee and work on behalf of a registrant to cancel their registration, charging them a cancellation fee. The registration record is retained until the event is closed.	✓	N/A
Register multiple contacts at once	Multiple contacts can be registered for an event using the Register multiple contacts link on the event Showcase tab.	✓	N/A
Assign financial entities to event functions	If you use more than one financial entity, you can easily assign financial entities to specific event functions.	✓	N/A
Recurring sessions	Create a program item that repeats either daily, weekly, or monthly.	N/A	✓
Checking in/out of events	The Event Check-in content item lets staff users check individuals into and out of event sessions.	N/A	✓
One-click event registration	When an event is free, registrants can register after one click and do not need to submit the cart.	N/A	✓
Deleting event templates	Easily delete unused event templates.	N/A	✓

Application + Review Management (OpenWater)

OpenWater is a true all-in-one software platform designed to streamline and simplify your application and review process. See OpenWater for details.

EMS Enterprise	iMIS 100
+	+

Learning + Certification Management (TopClass)

TopClass is an award-winning, powerful learning platform, connecting learners to transformative education and certification programs. See TopClass for details.

EMS Enterprise	iMIS 100
+	+

Commerce + Accounting

Product Sales + Online Store

Feature	Description	EMS Enterprise	iMIS 100
Product sales	Sell physical or digital products with flexible pricing and promotional discounts.	✓	✓
Online store	Sell physical or digital products, automatically calculate shipping and taxes, and display related items for cross-selling or up-selling.	✓	✓
Product pricing groups	Add pricing groups to products to define special pricing rules. Once created, pricing groups can be reused for other products.	✓	N/A
Inventory management	Track inventory and manage backorders.	✓	N/A
Orders management	An integrated tool for recording, processing, and tracking your organization's product orders.	✓	N/A
More flexibility with calculating shipping charges	Shipping charges based on weight, value, or quantity for orders involving delivery by transportation.	✓	N/A
Overriding shipping and handling per order	Staff users can manually override shipping and/or handling charges for customers directly from their cart.	✓	N/A
Updating the order confirmation template	Make changes to the order confirmation template.	✓	N/A
Order confirmation templates per website	Create custom order confirmation templates for specific RiSE websites by creating an OrderConfirmation shortcut for each website.	✓	N/A
Associating source codes with transactions	Select a source code from the Shopping cart to associate source codes with entire orders, member dues, or event registrations.	✓	N/A
Specifying a financial entity per product	Specify a financial entity at the product level.	✓	N/A
Showing individual items in a kit	Display kits as a collection of items shown separately and individually priced, or as a series of collections.	N/A	✓
Multiple shipping contacts	Orders and invoices can have multiple shipping contacts.	N/A	✓
Any combination of product purchases billed on a single invoice	Buy any combination of products in a single cart. Multiple invoices are only generated if the cart includes a mix of cash-basis and accrual-basis items.	N/A	✓

Advertising Management (SpaceMaster)

Feature	Description	EMS Enterprise	iMIS 100
Order management	Process orders for many types of ads, including display, classified, and digital.	+	N/A
Classified ads	Automate the placement of display and classified ads.	+	N/A
Ad activity management	Summarize ad activity by publication, account, territory, sales rep, time period, and ad type.	+	N/A

Accounting + Payments

Feature	Description	EMS Enterprise	iMIS 100
Global Payments gateway	Easy and secure payment processing through iMIS.	✓	✓
Refunds	Process payment refunds directly from iMIS without needing to access a third-party gateway portal.	✓	✓
Accounts receivable	Manage invoicing, cash receipts, and other financial transactions.	✓	✓
General ledger export	Export a spreadsheet that can be further formatted for import into the general ledger package of your choice.	✓	✓
Deferred income	Delay recognition of income to coincide with when income is earned.	+	N/A
Automatic payments	Automate recurring (monthly, quarterly, yearly) membership fees and donations.	+	+
Payment receipts	Payment receipts are available throughout iMIS wherever payment information is available.	✓	N/A
Unapplying payments	Unapply a payment but keep it as a credit on the contact's account. Reapply the payment after adjustments are made.	✓	N/A
Manual batches	Manually create new batches and switch between other open batches.	✓	N/A
Invoice options	Invoice write-off, additional invoice types.	✓	N/A
Invoice adjustments create new invoices	Invoice adjustments create new invoices with unique invoice numbers. In EMS, this exists as separate invoices for adjustments to event registrations.	N/A	✓
More than one financial entity	Use more than one financial entity throughout iMIS in events, products, gifts, memberships, and more.	✓	N/A
Tax by zip code	Add or edit zip codes and associate them with an existing tax code so the appropriate sales tax rate is applied based on the customer's default billing address.	✓	N/A
Tax by chapter	When a user joins or renews their membership, their primary chapter can be automatically assigned based on their zip code.	✓	N/A
Calculating and applying taxes to invoices	Taxes are automatically calculated and applied to billing invoices in the same manner as all other invoices.	N/A	✓
Tax charges to transactions	Taxes can be charged to any type of transaction, including mass generation of billing renewal invoices.	N/A	✓
Tax exempt transactions	Express the conditions for tax exemption for customers or transactions. iMIS 100 can create tax exemption reasons; EMS cannot.	✓	✓
Simultaneous support for global taxation	Simultaneous support for VAT, GST, and US taxation.	N/A	✓
Multiple tax authorities	US taxation allows for more than three tax authorities per tax code.	N/A	✓
Tax treatment variations across tax authorities	Tax categories differ in how different types of products are taxed by different tax authorities.	N/A	✓
Reviewing gateway transactions	Access gateway transactions via Finance > Pay Central > Gateway Transactions for seamless reconciliation of iMIS transactions with gateway transactions.	N/A	✓
Cash- and accrual-based billing products	New member joins can be processed on either an accrual or cash basis. EMS only offers cash-based new member joins.	N/A	✓
Managing balances and payments at the line-item level	Balances are maintained at the line-item level and payments and credit adjustments are applied at the invoice line level. Payments are tracked separately.	N/A	✓
Flexible product-based membership	Any combination of products (standalone items, kits, or menu of options) can be used for processing membership joins, subscription purchases, or renewals.	N/A	✓
Different products for joins versus renewal	Set up different products for joins versus renewals, as well as different GL accounts for each.	N/A	✓

Fundraising Management

Feature	Description	EMS Enterprise	iMIS 100
Gift processing	Process pledges or gifts of all types, including annual, major, and planned.	✓ with Fundraising bundle / + with Membership bundle	✓ with Fundraising bundle / + with Membership bundle
Online donations	Create an online donation page using a configurable template, allowing donors to give online or through a mobile device.	✓ with Fundraising bundle / + with Membership bundle	✓ with Fundraising bundle / + with Membership bundle
Moves management	Manage the individual and hands-on approach necessary to cultivate major gifts.	✓ with Fundraising bundle / + with Membership bundle	✓ with Fundraising bundle / + with Membership bundle
Issue tax receipts	Issue tax receipts directly to donors.	✓ with Fundraising bundle / + with Membership bundle	✓ with Fundraising bundle / + with Membership bundle
Tribute donations	Choose to make the donation in honor or memory of someone, and enter a tribute message.	✓ with Fundraising bundle / + with Membership bundle	✓ with Fundraising bundle / + with Membership bundle
Recurring donations	Process recurring donations: monthly, quarterly, or annually.	+	+
Splitting gifts	Staff users can enter a split gift for a donor, splitting the gift between more than one gift fund.	✓ with Fundraising bundle / + with Membership bundle	N/A
Soft credits	A credit for a behind-the-scenes individual responsible for helping obtain a gift or pledge, but not listed as the donor.	✓ with Fundraising bundle / + with Membership bundle	✓
Adjusting gifts using adjustment batches	Adjust non-financial gift and pledge details (gift date, gift item, source code, notes, list as, tribute information, moves manager) regardless of outstanding balance or receipt status.	✓ with Fundraising bundle / + with Membership bundle	N/A
Listing a donor under a different name	Use the List as option to list the donor as something other than their first and last name.	✓ with Fundraising bundle / + with Membership bundle	N/A
Anonymous gifts	Anonymously enter a gift on behalf of a donor as a staff user.	✓ with Fundraising bundle / + with Membership bundle	N/A
Gift premiums	A complimentary gift (e.g. a mug or t-shirt) given to a contributor who donates. A premium has a fair market value and a gift value.	✓ with Fundraising bundle / + with Membership bundle	N/A
Voiding and issuing replacement receipts	Void a receipt and issue a replacement receipt to the same donor with a new receipt number.	✓ with Fundraising bundle / + with Membership bundle	✓
Gift arrays	Display suggested gift amounts that donors can choose from.	✓ with Fundraising bundle / + with Membership bundle	✓
Projects	Used to categorize transactions and are included in the GL export.	N/A	✓ with Fundraising bundle / + with Membership bundle
Editing gift invoices from the Giving History	Edit gift invoices from the donor's account page under the Gift History section.	N/A	✓ with Fundraising bundle / + with Membership bundle

Communication + Engagement

Email Marketing

Feature	Description	EMS Enterprise	iMIS 100
Email marketing — Standard	Send email communications to individuals or groups.	✓	✓
Email marketing — Premium	Design, send, and track targeted email marketing campaigns.	+	+

Text Messaging

To learn more about Text Manager, visit the iMIS Marketplace.

EMS Enterprise	iMIS 100
+	+

Online Communities

To learn more about Higher Logic, visit the iMIS Marketplace.

EMS Enterprise	iMIS 100
+	+

Mobile App

To learn more about Clowder, visit the iMIS Marketplace.

EMS Enterprise	iMIS 100
+	+

Tools + Analytics

Online Forms

Feature	Description	EMS Enterprise	iMIS 100
Forms — Standard	Use and edit out-of-the-box forms.	✓	✓
Forms — Premium	In addition to Standard features: create unlimited forms and rules, require a review process for form submissions before they are accepted, and create forms in advanced mode.	+	+

Workflow Automation

Feature	Description	EMS Enterprise	iMIS 100
Process automation — Standard	Use predefined tasks and alerts to automate manual processes.	✓	✓
Process automation — Premium	Create your own unique tasks and alerts to automate manual processes.	+	+

Engagement Scoring

Feature	Description	EMS Enterprise	iMIS 100
Scoring — Standard	Measure, track, and improve engagement with your members, donors, and constituents.	✓	✓
Scoring — Premium	Create your own customized scores.	+	+

Reports + Dashboards

Feature	Description	EMS Enterprise	iMIS 100
iMIS Report Writer — Basic	ExpressView reports.	+	+
iMIS Report Writer — Premium	ExpressView reports, Advanced reports, and Dashboards.	+	+
Reports	Leverage a library of configurable standard reports or create your own reports.	✓	✓
Dashboards	Turn data into insight through real-time measurement of key performance indicators (KPIs) with dynamic dashboards.	✓	✓