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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
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.
Plan
Choose your path, learn what changes, back up your database, and run the pre-upgrade checks so your data is clean and ready.
Stage & Test
Validate every area of iMIS on a test site, move your payment gateway, replace customizations, and line up integrations.
Go Live
Sign the readiness checklist, schedule the live date with ASI, brief your vendors, and capture what must be rebuilt by hand.
Post-Upgrade
Set up your gateway in the live site, reconnect applications, import your tested objects and queries, and confirm everything works.
A practical guide for your upgrade path
- Step-by-step instructions for all four phases
- Copy-ready checklists you can work through 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
- Timing guidance, including how far ahead to book your upgrade with ASI
- A clear path forward if you would rather have a partner run the heavy lifting
Built for membership organizations
Associations
Bring your member database and website together and modernize the operations your staff run every day.
Unions
Move to a system built for how unions actually work, with dues check-offs and member management in one place.
Regulatory Bodies
Streamline your registry and protect the public with a platform made for organizations like yours.
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.
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.