WebFormZ is a module for the iMIS CRM software used by thousands of charities and associations worldwide. Now for the first time, those organisations can create forms and application processes right within the CRM and also deploy them to the web via the ASI WCM CMS system

1. Presidents’ Club Awards 2011

2. What is WebFormZ? A dynamic forms builder that is a part of iMIS 15 itself bringing great new functionality to the core of iMIS 15. The best way of building back office and web basedforms that can be deployed quickly and easily. Eliminate the need for expensive custom forms and form process coding!

3. USES! WebFormZ has many many uses Application for membership/joining Making a paid application Renewing your membership Applying for a grant Applying to be a volunteer Applying for SIG/Group membership Adding CPD to your CPD record Applying for acceptance to be on a register Making an application for advertising space or sponsorship Applying for approval to work with children Applying to join as a member of staff Applying to be accepted on a training course Completing a structured form with validation (back office iMIS)

4. INSTALL! WebFormZ package installer User installable software Package installer that installs WebFormZ inside your iMIS 15 system.

5. DEFINE! Build new forms or clone old ones... Create unlimited forms that are well structured, validated and well presented. Advanced rules and conditional processing of fields. Mandatory fields, document uploads. Multiple formats including paged forms. Clone existing forms to create new forms.

6. DEPLOY! Use the same definition twice: Within iMIS back office Within iMIS web site

7. Publishing forms to the web DEPLOY! Uses ASI “iPART” web technology Forms can be optionally web published Works with Content Designer/WCM modules for web site creation Library of WebFormZ iPARTS including Show available forms for this member

8. Publishing forms to the web

9. Staff users can complete forms for others: SUBMIT! Find the correct record in iMIS Choose the webform to complete Complete the form on behalf of the member or non member.

10. Web users (Public users) can: SUBMIT! Login to any WCM web site. Select a form or jump to a predefined form. See forms and applications that are relevant to them only via IQA groups in iMIS. Submit a form online

11. WebFormZ uses iMIS payment tech: PAY! If iMIS supports it, so does WebFormZ!

12. Native iMIS fields can be updated: UPDATE iMIS! Prepopulateform fields from iMIS UpdateiMIS fields via “actions”. Name fields User defined Multi-instance Any field on a form Kept in WebFormZ data Within iMIS via BOD Replicated in iMIS Name.xxxxx fields User defined fields Multi-instance fields

13. Select an IQA from list

14. Use an IQA inside a form

15. WebFormZ uses iMIS standard reporting REPORT! We create a view for each submissions database IQA can access the view and report on any submissions made. Reports can be output to SSRS and Excel.

16. WebFormZ review module is optional REVIEW! The reviews module is required when a form must be approved prior to acceptance. We support a variety of different types of review including: staff review for completeness, panel review and final reviewer decision making. The software allows you to configure your own rules for implementing reviews and the review levels you require.

17. WebFormZ works with Task Centre! AUTOMATE! Automate – email handling rules for submissions Automate –run a task on submission of a form Automate –run a task on completion of a field.

18. We think it does some clever things! TECH! Forms are dynamically created in iMIS There is support for actions, rules and conditional display within several formats WebFormZbuilds iMIS business objectson the fly during forms building process WebFormZ WCM deployment uses iPARTS to dynamically render forms definitions into great looking webforms! All form data is available within iMIS for reporting in IQA, SSRS, Crystal and Task Centre.

19. SHOW!