Bursting Silver iMIS EMS Upgrade Playbook

Free download

Download the free playbook

A clear, phase-by-phase guide to planning, testing, and going live with iMIS EMS, the cloud edition of iMIS. Built to help your team move from iMIS 2017 with confidence.

  • All four upgrade phases, broken down step by step
  • A working checklist for every phase
  • Where teams get stuck, and how to avoid it

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What the guide covers

Your upgrade, in four clear phases

Most of the risk in an iMIS upgrade comes from data and customizations that were never cleaned up. The playbook organizes the official iMIS upgrade process so your team knows exactly what to do, and in what order.

1

Plan

Choose your path, learn what changes, back up your database, and run the pre-upgrade checks so your data is clean and ready.

2

Stage & Test

Validate every area of iMIS on a test site, move your payment gateway, replace customizations, and line up integrations.

3

Go Live

Sign the readiness checklist, schedule the live date with ASI, brief your vendors, and capture what must be rebuilt by hand.

4

Post-Upgrade

Set up your gateway in the live site, reconnect applications, import your tested objects and queries, and confirm everything works.

What you get

A practical guide, not a sales brochure

  • Step-by-step instructions for all four phases, in the right order
  • Copy-ready checklists you can work from as a team
  • Plain-language explanations of technical steps like REST API access and Process Automation cleanup
  • Warning callouts for the mistakes that derail upgrades, including the one that costs teams the most on go-live night
  • Timing guidance, including how far ahead to book your live upgrade with ASI
  • A clear path forward if you would rather have a partner run the heavy lifting
14page guide

Designed, printable PDF
Phase summaries · ordered steps · checklists
Free, no strings beyond your email
Who it is for

Built for membership organizations

A

Associations

Bring your member database and website together and modernize the operations your staff run every day.

U

Unions

Move to a system built for how unions actually work, with dues and member management in one place.

R

Regulatory Bodies

Streamline your registry and protect the public with a platform made for organizations like yours.

From the team behind the guide

We do this work alongside membership organizations every day

Bursting Silver is a consultancy specializing in modern CRM, iMIS, and AI solutions for associations, unions, and regulatory bodies across North America. We help teams modernize legacy systems, improve data quality, and deliver better experiences for staff and members.

Turning complexity into clarity.
Hundredsof membership organizations supported across North America
3-timeGreat Place to Work Certified, recognized on Best Workplaces lists
iMIS specialiststhe sector partner, not the generalist IT firm

Modernize your organization with confidence

You deserve a modern platform that supports your mission without adding complexity. Download the playbook, or talk it through with our team.