Process Manager

1. Go to Marketing > Process Manager > Projects.
2. Click Create New Project.
3. Select a Process Type:
   • Donor
   • Member
   • Sales
4. Click OK.
5. Enter a Description for the project and identify the Primary Contact for the project.
6. (optional) Click select to select the Source Code associated with the project.
7. Click Save.

The Products, Subscription, and Distribution fields can be specified by selecting values from a drop-down list, if the underlying tables have been set up:

• For Sales Opportunity types, the Products drop-down list is populated by the members of the Products table. From the Advanced Accounting Console, go to Finance > Options > Set up tables > Products.
• For Member Opportunity types, the Subscription drop-down list is populated by the Billing products. From the Staff site, go to Membership > Billing products.
• For Donor Opportunity types, the Distribution drop-down list is populated by the Distributions. This is defined in the Advanced Accounting Console. Go to, Settings > Fundraising > Set up tables > Distributions.

If the Primary Contact has one or more sales representatives or regional managers associated in relationships (see Determining roles and responsibilites), these people will be assigned to the project automatically. You can view the assigned salesperson and manager information by opening a project and selecting Groups > Owner Roles.

📘 Note

If a solicitor is designated for the primary contact in the Donor Data tab of the Customers module, the solicitor will also be assigned to the new project.

If you need to create more relationships that create group owners automatically, you can update the string parameter "OpportunityDefaultOwnerRoles" in the SystemConfig table. The current string is: 'Salesperson!<solicitor>!SALES,Sales Manager!MB,Regional Manager!RM'. Additional relationships can be added by Adding ,[Role Name]![Relationship Name] to that configuration string.

You can override the default settings for a project when you create the project. If you are the Opportunity Owner, you can make changes to the project at any time. The options for editing are:

• Edit the project summary
• Change the default action plan
• Bypass a stage in the action plan
• Add tasks
• Change the task owner
• Edit project security settings
• Edit project group roles

You can add new contacts to opportunity group roles. Before a new contact is added to the database, you are notified of possible duplicates. At this point, you can continue or cancel the insert.

Contact records that are added from a project follow the same data entry standards as records added through Customers, except:

• The system does not consider values for the Auto Assign Member Numbers, Institute Type, and Suppress Individual Name Fields for Company Records fields on the Customer Setup - Basic Options page.
• The values for the Major Key Prompt, Must be Unique, and Flow from ID fields on the Customer Setup - Basic Options page are not relevant.
• The system does not consider whether the Disable Auto Flow Down of Company Address Information field on the Customer Setup - Advanced page is enabled.

1. Go to Marketing > Process Manager > Projects.
   • Select the project to edit:
   • (Definition tab) Edit general project information.
   • (Summary tab) In the Primary Contact area, select the primary contact's name to view or edit prospect information.
   • (Summary tab) Scroll to the Related Projects area. Select a project to edit a related project for this contact.
2. Click Save.

When you delete a project, the Project Status changes to Cancelled and the project remains in the system for historical reporting purposes.

1. Go to Marketing > Process Manager > Projects.
2. For each project that you want to delete, select the corresponding checkbox.
3. Click delete selected.

The project owner can replace the action plan for an active project at any time. All completed tasks, notes, and email notifications are preserved in the project history.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. (Action Plan tab) In the Replace Action Plan With list, select the desired action plan.
4. Click Change Action Plan.
5. Click Save.

The project owner can easily bypass any intermediate stage in the action plan, if that stage has become irrelevant to the completion of the action plan. When you bypass a stage in the action plan:

• The next stage starts.
• All incomplete (or never begun) tasks, notes, and email notifications from the bypassed stage are marked with a Cancelled status.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. (Action Plan tab) In the Current Stage list, select the desired current stage.
4. From the Update Previous Stages Status list, select the status of the stage to be bypassed.
5. Click Change Current Stage.
6. Click Save.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. Click Tasks.
4. Click add. Complete the task information.
5. Click Save. The new task appears on the task list.

If you have access privileges, you can change the owner of a task to any Opportunity Owner who has a defined user record.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. Click Tasks.
4. Click select for the task you want to modify.
5. Next to Assignee, click the browse button to find a new person that you want to assign as the new task owner.
6. Click Save. The task appears in the new owner's task list.

Project security settings specify the access rights of participants.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. (Security tab) Select the desired Access Settings:
   • Select Use a preconfigured security set to select preconfigured access rights, for example, select Everyone Full Control to grant full control to all users.
   • Select Make this available to to customize the access rights:
     • Select a Name in Specific Roles to customize permissions.
     • Select a Group in Specific Groups to customize permissions.
     • Click Add user in Specific Users to add a specific user, and define permissions for that user.
     • Select a Name in Specific Member Types to customize permissions.
4. Click Save.

Project group roles describe the responsibilities of participants.

1. Go to Marketing > Process Manager > Projects.
2. Select a project.
3. Click Groups.
4. Select the group role name (Contacts, Owners, Competitors if enabled, others).
5. Click Edit Role Members.
6. In the Select From area, select a query from the Select a Query list.
7. Select the member to add to the Current Members list.
8. (optional) Add a new member:
   • Click Add New.
   • Enter the information.
   • Click Save.
9. Click Save.

If the default project types are similar to those your organization uses, you can simply change the default properties. Changes to process type definitions are not retroactive to existing projects.

• A process type is a category of projects that has a unique set of processes. Process types include information about:
• Default action plan
• The action plan most often used for this process type.
• Default owner
• The most likely owner of this process type.
• Opportunity Class
• A combination of standard data elements and structure that specify what data should be recorded about the opportunity.
• Default Opportunity Classes (Donor, Member, Sales) are provided in iMIS. You can build additional Opportunity Classes that meet the unique needs of your organization.

• Structure process types to optimize the time it takes to set up data entry and reporting for an opportunity. You might create a process type based on geography or type of prospect, for example.
• Create a new process type when you need a new strategy to develop a new prospect group or when data entry and reporting needs are very different for different areas or prospects.

In this example, our non-profit organization has current members and donors. In addition, non-members purchase conference proceedings and books. The default process types are sufficient for our process.

1. Go to Marketing > Process Manager > Settings.
2. Ensure that the documents to be used as templates for the project type are locally saved on your computer.
3. (Process Types tab) Click select to select a project type, or click Create Process Type to create a new project type.
4. (Documents tab) Select New, and then select the type of file that you want to upload.
5. Click in the Select file field. A file selection window is displayed.
6. Browse to the file that you want to upload and click Open.

🚧 Warning

If the file Type that you choose does not match the file extension (for example, .doc for an MS Word Document), the upload will fail.

7. (optional) In the Description field, enter a short description of the document template.
8. Click Upload. The uploaded document is listed in the project page.
9. Repeat this process for every document template that you want to attach to this process type.
10. Click Save.

Assign each participant to one of the security roles specific to Process Manager:

• Opportunity Administrator: A user who sets up and tailors Process Manager.
• Opportunity Manager: A user who creates projects and specifies owners, action plans, and tasks. A person with this role has full control over projects created by anyone else.
• Opportunity Creator: A user who creates projects and has full control over projects that they create, but has no access to projects created by anyone else.
• Opportunity User: A user who has read-only access to projects.

When creating projects, you assign each participant to one of these general roles provided by the system:

• Primary Contact: The target person to be contacted for the successful outcome of a project.
• Opportunity Owners: The group of users who are eligible to be Opportunity Owners (responsible for a project's success). A user must be a member of this pool in order to be assigned as owner to any individual project.
• Contact: A participant who is associated with the project, but does not necessarily own its ultimate success.
• Competitor: A company, or entity that may compete with the organization for the project. Typically this role is only used for sales business scenarios and not for fundraising or membership drives.

If you need more specific roles, you can assign each participant in a group to a descriptive role or roles. For example, the Opportunity Owners group might include:

• Sales Directors and Sales Representatives
• VP of Major Gifts and Major Gift Managers

Or they might include other job titles specific to your organization, for which you would need to create project group roles. These roles are custom roles you create using Process Manager.

You can automatically create group owners for projects using relationships. If you set up a SALES or RM (Regional Manager) relationship for a project's primary contact, they are automatically group owners. Owners belong to a security group that can gain access to certain areas based on how you set them up to access the system.

Another relationship creates a project owner, the MB (Managed By) group also creates a Sales Manager group owner. If you need to create more relationships that create group owners automatically, you can update the string parameter "OpportunityDefaultOwnerRoles" in the SystemConfig table. The current string is: 'Salesperson!<solicitor>!SALES,Sales Manager!MB,Regional Manager!RM'. Additional relationships can be added by adding ,[Role Name]![Relationship Name] to that configuration string.

Before iMIS can associate personnel with new projects based on the designated prospect, you must set up customer relationships in iMIS, which consists of two steps:

1. Set up sales and management relationship types.
2. Associate sales persons or managers with prospects.

To set up sales and management relationship types, do the following:

1. From the Staff site, go to Settings > Contacts > Relationship types.
2. Check the current Relationship Types and ensure that the following codes are defined:
   • Relationship Type: SALES
   • Description: Salesman
   • Relationship Type: RM
   • Description: Regional Manager

Make sure all personnel who are eligible to be the owner of a project are included in the Opportunity Owners group. Future additions must be done by the Administrator, not by Opportunity Managers, Opportunity Creators, or Opportunity Owners.

The following examples show how you might set up roles and responsibilities within Process Manager for your organization.

• Action plans - Pre-defined tasks that take place in a certain order and in a specific time frame. Action plans are made up of stages. Stages contain tasks, notes, and email notifications.
  • Stage - A major milestone in the project. A stage may include tasks, notes, and email notifications. Project status and win probability can be updated automatically at each stage completion, or manually at any time.
    • Task - A minor milestone in the project. Users open tasks, update them with comments, and mark them completed. Completing tasks advances the action plan as long as all notes are completed for the task.
    • Notes - Notices to internal staff that are predefined when creating an action plan. Notes have no time line designation and must be marked complete to advance the action plan.
    • Email notification - Email messages are sent to the designated owners at the start of a stage, so if you want Process Manager to send an email message when stage 2 is complete, then put the email notification at the beginning of stage 3.

Action plans advance by:

• The completion of all tasks and notes within a stage.
• Manual intervention to change the action plan or to bypass one or more tasks/stages.

An action plan stage that lacks at least one task or one note does not advance to the next stage. Therefore, you should attach at least one task or one note to each stage so that the action plan continues to advance. This design means that the action plan defines “best practice” and enables users to work within that best practice for the needs of the prospect.

• Notifications can be sent at the end of each stage, so make your stages large enough that stakeholders are not inundated with minor notifications.
• Make sure each task serves a purpose. Be realistic about task due dates.
• Use notes carefully. They are an excellent instructional tool, but action plans cannot be advanced until the note is marked complete.
• Discuss what events might require an alternate plan: fast track, bypass a stage, stop the action plan.
• Determine industry standards and use those as your guide.

This example shows a possible action plan for selling a new product to existing customers. First, we define the stages of the plan:

Next, we define the tasks for each stage:

Mapping out the action plans for your organization before you implement Process Manager helps you build action plans quickly and correctly.

1. Interview stakeholders to determine what processes your organization uses and what are considered “best practices.”
2. For each action plan, map out the stages (high-level view) of the process. Specify the win probability for each stage and the change in project status when each stage is complete.
3. Plan the detailed tasks within each stage. Assign relative start dates and the duration of each task.
4. Determine if notes should be attached to tasks. Be aware that notes are not included in the task list and must be accessed separately.

Project security-related groups specify levels of access and control for individual projects.

All users must have an individual contact record in Customers, an email address in their contact record, and an up-to-date user record and password in their authentication record.

Do the following to assign users to project security-related groups:

1. Go to Marketing > Process manager > Settings.
2. (Security Groups tab) Select the security-related group (see Determining roles and responsibilities).
3. Select each user to be added to the group. The user's name appears in the Current Members list.
4. Click Save.

1. Go to Marketing > Process manager > Settings.
2. (Process Types tab) Click Create Process Type.
3. Define the process type:
   • Enter the Name and Description of the process type.
   • Select the Process Class and Default Action Plan.
   • Browse to select the Default Owner for this process type. The default owner must be a member of the Opportunity Owners group.
   • (optional) Enter or select the default Owners Roles and Contacts Roles.
   • (optional) Enable the Allow Competitor References option.
   • Click the browse icon to Grant Project Access:
     • In the Groups Properties window, enter the Name and Description.
     • Select or Add members to the group.
     • Click Save.
4. Click Save.

To edit groups for use in the Owner Roles and Contact Roles assignments, select Process Mgr > Settings > Process Types. Select an existing Process Type, then click the browse button next to Grant Project Access. Groups are created when you create a new Process Type. From the Grant Project Access window, you can add or remove group members.

1. Go to Marketing > Process manager > Settings > Project Process Outputs.
2. Select New > Project Process Outputs.
3. Use Save As... to copy an output process or create a new one:
   • (Definition tab) Enter the Name and (optional) Description.
   • From the dropdown list, select the Type.
   • Browse to select the Query.
   • (optional) If you are licensed for Campaign Management, browse to select the Source Code.
   • Click Save and select the location or use the default location.
4. Click OK.
5. Select the new Project Process Outputs.
6. Click Run. A message is displayed noting that the process has been submitted or indicating an error.

A new project is automatically generated for each primary or key contact identified by the query. Every time you run the output process, it generates projects. To avoid creating duplicate projects, be careful not to run the same query and the same project process output engine more than once, or, ensure that your query is excluding already opened projects.

1. Go to Marketing > Process manager > Settings.
2. (Action Plans tab) Select the action plan that you want to copy.
3. Click Save As. A new copy of the action plan is created with the name Copy of original Action Plan.
4. Change the name and description of the new action plan.
5. Click Save.

📘 Note

You must click Save to set the related process type before you specify assignees, because the list of available assignees is based on the related process type.

6. If you changed the action plan's process type, check the Assignee list for every task and email notification in the action plan to ensure that a valid assignee from the new process type is assigned.
7. Click Save.

The following example is a simple new opportunity email notification to the Opportunity Owner.

1. Go to RiSE > Intelligent Query Architect > $/OpportunityManagement/DefaultSystem/Queries.
2. Select a query.
3. (Display tab) From the View drop-down list, select the desired view.
4. Select the check boxes of the properties to be displayed.
5. From the Order drop-down list, select the order the properties are to be displayed (left-to-right).
6. (optional) Assign an alias (label name) to any property.
7. Click Save.

1. Go to RiSE > Intelligent Query Architect > OpportunityManagement > DefaultSystem > Queries.
2. Select New > Query.
3. Enter a Name and a Description for the new query.
4. (Sources tab) Select the sources for the query:
   • Select the desired business objects. See the lists below for reference.
   • Define the relationships between the business objects.
5. (Filters tab) Define the filtering rules.
6. (Display tab) Define the columns to be displayed in the output:
   • From the View drop-down list, select the desired view.
   • Select the check boxes of the properties to be displayed.
   • From the Order drop-down list, select the order the properties are to be displayed (left-to-right).
7. Save the query in the appropriate folder.

• Opportunity.OpportunityDonor by Opportunity.ID
• Opportunity.OpportunityMember by Opportunity.ID
• Opportunity.OpportunitySales by Opportunity.ID

• OpportunityType by Opportunity.OpportunityType = OpportunityType.UniformKey
• Contact by Opportunity.ProspectKey = Contact.UniformKey
• TaskItem.UniformKey = Opportunity.ParentUniformKey

This example shows how to define a query to display upcoming tasks for a specific Opportunity Owner on their home page.

1. Go to RiSE > Intelligent Query Architect > OpportunityManagement > DefaultSystem > Queries.
2. Select New > Query.
3. Enter a Name and a Description for the new query.
4. (Sources tab) Select the sources for the query:
   1. Select the desired business objects:
      • TaskItem
      • GroupMemberSummary
      • User
      • OpportunitySales
      • Opportunity
   2. Define the relationships between the business objects:
      • TaskItem.AssignedToKey = GroupMemberSummary.GroupKey
      • GroupMemberSummary.UserKey = User.UniformKey
      • GroupMemberSummary.GroupKey = OpportunitySales.OwnerGroupKey
      • OpportunitySales.OpportunityId = Opportunity.Opportunity.Id
5. (Filters tab) Define the filtering rules:
   1. Select Mode: Advanced.
   2. Select Property: User.Login.
   3. Select Comparison: Equal.
   4. Enter “Marc Risse” for the Value.
   5. Add the first filter.
   6. Select Property: TaskItem.Completed On.
   7. Select Comparison: Empty.
   8. Add the second filter.
   9. Select Property: Opportunity.Status.
   10. Select Comparison: Not Equal.
   11. Select Value: Closed.
   12. Add the third filter.
6. (Display tab) Define the columns to display in the output:
   1. From the View drop-down list, select the All view.
   2. Select the following columns and order:
      • Opportunity.Uniform_Key
      • Alias: key_Uniformkey (Order 1)
      • OpportunitySales.Opportunity Id (Order 2)
      • OpportunitySales.Description (Order 3)
      • TaskItem.StartDate (Order 4)
      • TaskItem.Category (Order 5)
      • TaskItem.Due Date (Order 6)
      • TaskItem.Subject (Order 7)
      • TaskItem.Priority (Order 8)
      • OpportunitySales.Quality (Order 9)
      • OpportunitySales.WinProbability (Order 10)
7. Click Save As and save the query in the Task List folder (Tasks > Default System > Queries > TaskList).

Opportunity Classes combine standard data elements and structure to define data collection and reporting requirements. These are the default Opportunity Classes supplied with Process Manager:

You can create new Opportunity Classes for the unique requirements of your organization. Each new opportunity class requires a business object and an SQL component:

1. First note and verify the following:
   • OpportunityKey is a required field.
   • Set permissions on the SQL table to select on the iMIS Group.
   • Define OpportunityKey as the primary key on the SQL table.
2. In Microsoft SQL Server, create a SQL table called OpportunityMainJob that contains the fields to display in the opportunity:
   if exists (select * from dbo.sysobjects where id = object_id(N'[dbo].[OpportunityMainJob]')and OBJECTPROPERTY(id, N'IsUserTable') = 1)
drop table [dbo].[OpportunityMainJob]
GO
CREATE TABLE [dbo].[OpportunityMainJob] (
[OpportunityKey] [uniqueidentifier] NOT NULL ,
[JobNumber] [int] NOT NULL )
3. Create a new OpportunityJob business object by going to RiSE > Business Object Designer.
4. Select New > Design Business Definition.

📘 Note

When creating a new Business Object, ensure you add the new Business Object in the Design Business Object Definition folder only. Do not create subfolders in the Design Business Object Definition folder.

5. (Definition tab) Enter OpportunityJob in the Name field.
6. Click Browse.
7. Select the Opportunity business object as a basis for the OpportunityJob business object.
8. Click OK.
9. Click Create Object. The business object is created and more tabs are available.
10. Make the OpportunityMainJob SQL table part of the .NET framework:
    1. (Database tab) Click Add.
    
    2. Select the new OpportunityMainJob table.
    3. Click OK.
11. Join the newly created table to the OpportunityMain table:
    1. In the Tables field, select OpportunityMainJob.
    2. In the Joins fields, select OpportunityMain.OpportunityKey and OpportunityMainJob.OpportunityKey.
    
    3. Click Add.
12. Create a property for the columns you want to display:
    1. In the Available Columns field, select the item you want to add as properties, such as OpportunityMainJob.JobNumber. You do not have to select OpportunityMainJob.OpportunityKey. It is the required field that already exists in OpportunityMain.
    
    2. Click Add as Properties.
13. Click Save.
14. Customize the OpportunityJob display properties:
    1. (Properties tab) Refine the field displays and add the desired look-up values:
       • The property name is pulled directly from the SQL table. Click the edit icon (small pencil) to modify any values.
       • (optional) Convert field names to user-friendly labels, such as changing JobNumber to Job Number.
    2. Click Save.
    3. Click Compile. A progress message is displayed, followed by the message: Opportunity:Information: Compiled With No Errors.
    4. Click Close.
    5. Click Publish. A progress message is displayed, followed by the message: OppJobs:Information: Published With No Errors.
    6. Click Close.
15. Modify the OpportunityType business object:
    1. Open the OpportunityType business object.
    2. (Properties tab) From the Properties list, select OpportunityClass.
    3. (Values tab) Select Value List.
    4. In the Display Value field, enter Job.
    5. In the Data Value field, enter OpportunityJob.
    
    6. Click Save.
    7. Click Close.
    8. Click Publish.
16. Create a new Process Type for OpportunityJob by going to Marketing > Process manager > Settings.
    1. Click Create Process Type.
    2. Enter a Name to define the opportunity type. Job is displayed in the Process Class list.
    3. Select Job.
    4. Click Save.

Tasks in Opportunity Management action plans can be modified in the Business Object Designer.

1. Go to RiSE > Business Object Designer.
2. Select the task item.
3. Click Edit.
4. Edit the item.
5. Click Save.

1. Go to Community > Security > Roles.
2. Click Add a Role.
3. Enter the information for the new role.
4. Click Save.

1. Go to Community > Security > Users.
2. Search for the user record.
3. Select the user. The User Definition page displays.
4. In the Roles section, in the User Information area, click add role.
5. Select the desired role and click OK. The new role displays in the Roles list.

Each query or report must have a security setting to determine which users can view or edit the query.

1. Go to RiSE > Intelligent Query Architect.
2. Select OpportunityManagement > Default System > Queries.
3. Select the query or report and click Edit. The Query Summary page is displayed.
4. Click Security in the left nav.
5. From the Access Mode list, select the mode.
6. (optional) To change the permissions for a role:
   • From the Access Mode list, select Custom.
   • From the Select a Query list, select Roles.
   • Click Find to display a list of roles.
   • Select a role name to add it to the Current Access List.
7. Click Save.