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AT Newsletter, Volume 4, October 2020
AT Newsletter, Volume 4, October 2020
AT Tech Tips
Data Integrity Dashboards
by Cindy Meyers
During the recent Virtual NiUG (National iMIS User Group) Conference, the important topic of data integrity came up. Can you rely on the integrity of your data when you are making important decisions? Dashboards and IQAs are great, but they are only as reliable as the data behind them. Who is responsible for making sure that your data is clean and accurate? Keeping on top of your data is a lot easier when time is devoted to it on a regular basis.
Data Integrity Dashboards can provide valuable insight into your key areas of concern. The first step is to identify your pain points and organize them by your areas of business. Do you have issues that plague your events? Membership? Dues? Committees?
Next determine how to best represent them on a dashboard with two goals in mind. First, get a quick at-a-glance look at what’s going on. Second, provide the ability to drill down to find the specific problem records and even build in links to the appropriate pages in order to rectify issues quickly.
... submission, speaker, handout & disclosure management, attendee portal to facilitate evaluations, testing, credit claiming, ePoster gallery, virtual exhibits, handouts, content via link to meeting or on demand recording and the ability to create the ideal workflow for your attendees by session type.
... listening, learning and sharing knowledge. Each of our clients receives a dedicated Account Manager with expertise to offer best practice guidance, project management, documentation and a team of support year round. This support team includes configuration specialists, IT consults and integration expertise to work closely with your other vendors to create a seamless experience for all end users of a Planstone product. This includes working with AT to offer the iMIS integrations you need.
We started our company with evaluations, testing & credit claiming -- it is still the gold standard in the industry offering your attendees a professional, seamless experience. Our reporting offers you everything needed as you work with ACCME.
Each of our clients has helped us improve.
Our speaker management is by far the most advanced software of its kind in the industry. Through our configurations and automation, our client admins are able to save so much time -- letting them apply their knowledge and skills to more important association business. Let us automate your invited speaker process with role changes, emails, etc.-- your speakers will love the professionalism and ease!
Our submission management system is the perfect compliment to speaker management’s invited speaker process. Utilize submission management to collect and review/grade abstracts, proposals, grants, awards, etc.
You decide -- collect disclosures with the submission or in the speaker portal or both -- all folded into one meeting report. Disclosure information is saved and pre-populated for your members to review and save.
Managing your education is a team effort, contact Dawn Soukup at 630-315-7125 or firstname.lastname@example.org to find out how we can join your team and save you time
To learn about more of our partners click
Delightful Employee Spotlight
VP, Business Development and Partnerships
Jim owes his career (and his eternal happiness) to his wife Cindy, a senior application analyst with AT. The company was was looking for someone to drive new business development so after 16 years in the mortgage industry, Jim took a chance and interviewed for the position. He started his AT career on January 2, 2007 and began drinking from the proverbial fire hose to learn everything about the IT world. Jim's favorite things about AT are: working as a team to procure new clients, coming up with solutions to wow our clients and helping them become clients for life. He enjoys being able to handle all the IT needs for our clients while working with the team to strengthen their security and find solutions that help achieve their organizational missions. Jim and Cindy have two daughters, Alayna (a grad student at Rush University) and Alicia (studying Human Resources at Indiana University). Jim has passed along his love for our clients to Alicia who has done internships with two of our clients (HR Source and Zonta). In his free time Jim is the pitcher on two competitive softball teams and enjoys playing golf, running and weight lifting.
And now a few questions to get to know a little more about Jim:
People would be surprised to know:
Starting when he was twelve and continuing until he turned eighteen, Jim showed steers and heifers in 4H.
If he wasn't working at AT he would be:
A high school teacher and coach, Jim really enjoyed coaching his daughters in soccer and softball.
Favorite place he has traveled to:
Jim loves Europe and especially enjoyed Italy. He went once with Cindy to see where her grandfather grew up and a second time with the whole family. That trip helped Alayna solidify her plan to study abroad in London. Another favorite would be the trip to London and Belgium to visit Alayna when she was studying abroad.
Final fun fact:
Jim and Cindy started dating in high school at Waubonsie Valley when Cindy was a sophomore and were married shortly after graduating college together at North Central. Jim and Cindy's dog Brandi is also a honorary AT staff member and is even featured on the AT website.
Photos (L to R): cherished family time tailgating at IU, Jim showing off his pitching skills and the family vacation in Europe
To learn more about the rest of our team click
Introducing Integration Station
We have developed and packaged a set of cloud based tools to improve customer service and staff efficiency collectively called Integration Station.
- a simple industry standard single sign-on integration that leverages the iMIS credentialing across platforms making iMIS the driver for authenticating with your third party systems
- effortlessly takes your iMIS events and creates meetings or webinars in both Zoom and GoToMeeting, eliminating duplicate data entry
- takes your incoming calls from the 3CX VOIP system and automatically opens iMIS with corresponding member record, making your customer service team efficient wherever they work
- an integration that provides delivery details on your iMIS marketing efforts by monitoring email flow between iMIS, Mailgun, and your members
To find out more about our new Integration Station, contact Jim Meyers (
) or your application consultant.
Membership Software: What Associations Should Keep In Mind
Whether you’re in the market for an MMS or an AMS, there are a lot of details to consider. Here are a few you should be thinking of as you research.
Apple's App Store Cuts Virtual Events a Break
The smartphone giant delays a plan to take commissions from apps being used for virtual events. Also: The Scotch Whisky Association puts a focus on diversity and inclusion.
We have an extensive archive of industry related articles
available on our website, click
to access them.
9:00 AM - 12:00 PM CDT
Association Forum-The Mighty Associations Marketing Conference
This year, communicators are performing their roles through the lens of a global pandemic. This brings plenty of new challenges for attracting and retaining members, maintaining engagement, and staying relevant in this new landscape. This two half-day conference is designed for senior-level marketers and communicators who want to learn how to increase their results in a year that they couldn't have planned for.
1:00 PM CDT
AT iMIS Power-User Training Class
The class will meet for approximately an hour each week for nine weeks covering all the key modules in iMIS. Registrants will learn how to use the tools built into iMIS and each participant will have access to a test environment to practice and complete homework assignments.
ASAE Virtual Technology Exploration Conference
Immerse yourself in new, interactive opportunities designed to help move your organization forward at this year’s revitalized Technology Exploration Conference. Get real-world experience in our new, hands-on tech training seminar and attend a series of learning sessions and demos from the best in the industry—all under one roof. Discover how the latest technology can drive your organization to a new level of success
Association Forum's Holiday Showcase
This year, Holiday Showcase will connect association communities from across the country. Attendees will learn from industry experts, network with peers and engage in this brand-new two-day, virtual experience that will help move the association community into recovery.
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