iMIS for Unions Solution Pack

A Proven Union-Built Digital Foundation

The iMIS for Unions Solution Pack is not a generic platform adapted for unions. It is a collectively developed starting point shaped by real world implementation across more than 47 unions. It reflects practical union structures, dues models, grievance workflows, and organising needs.

Our solution pack approach combines deep iMIS expertise with union specific experience. Together, this provides a modern, secure, cloud based infrastructure that evolves through shared development and continuous performance improvement.

What You Get With Our Solution Pack

iMIS for Unions covers more than 90 percent of the operational needs of most unions, refined through real world implementation across the movement.

Membership and Dues Management

• Structured workflows for joins, updates, transfers, and dues processing

• Automated reminders, confirmations, and renewal journeys

• Centralized member profiles creating a single source of truth

• Flexible checkoff procedures, per capita management, and tiered dues structures

• Real time visibility into member status, arrears, and retention risk

Member Engagement and Communications

• Targeted email and multi channel communication tools

• Personalized member journeys and dynamic templates

• Engagement tracking to identify active, at risk, or disengaged members

• Automated communication processes that scale outreach

• Data driven segmentation to support organising and retention strategies

Staff Dashboards and Reporting

• Membership growth, retention, and lifecycle visibility

• Grievance volumes and resolution timelines

• Financial summaries and more than a dozen accounting reports available from day one

• Real time reporting with drill down analytics

• Drag and drop Report Writer and Intelligent Query Architect tools

• Data visibility that supports smarter decision making and resource allocation

BSI Enhancements and Accelerators

Preconfigured tools designed to reduce custom development and accelerate rollout:

• Scan2iMIS for streamlined event attendance tracking
• Career Connect job board
• Speaker and Sponsor Hub for extended event and education management
• Built in accelerators refined across dozens of union implementations

What You Get With Our Solution Pack

iMIS for Unions covers more than 90 percent of the operational needs of most unions, refined through real world implementation across the movement.

Membership and Dues Management

• Structured workflows for joins, updates, transfers, and dues processing

• Automated reminders, confirmations, and renewal journeys

• Centralized member profiles creating a single source of truth

• Flexible checkoff procedures, per capita management, and tiered dues structures

• Real time visibility into member status, arrears, and retention risk

Events and Programming

• Event registration and attendance tracking
• Session, speaker, and sponsor management
• Integrated payments and confirmations
• Flexible templates for local meetings, recurring events, and full scale conferences
• Data capture to support follow up, mobilisation, and member engagement

Member Engagement and Communications

• Targeted email and multi channel communication tools

• Personalized member journeys and dynamic templates

• Engagement tracking to identify active, at risk, or disengaged members

• Automated communication processes that scale outreach

• Data driven segmentation to support organising and retention strategies

Website and Member Portal

• Integrated CMS with mobile responsive design
• Self service member profile and data updates
• Membership status, history, and transaction visibility
• Event registrations, receipts, and payment history
• Secure member login with personalized content and updates
• Mobile friendly infrastructure supporting members wherever they are

Staff Dashboards and Reporting

• Membership growth, retention, and lifecycle visibility

• Grievance volumes and resolution timelines

• Financial summaries and more than a dozen accounting reports available from day one

• Real time reporting with drill down analytics

• Drag and drop Report Writer and Intelligent Query Architect tools

• Data visibility that supports smarter decision making and resource allocation

+ Grievance, Case Management, and File Management Add-On Solutions

Available with preferred pricing through our Case Management and Document Valet modules.

Enhance your workflows through:

• Structured intake for grievances and member issues
• Task assignments with deadline tracking and escalation
• Secure document storage and case level visibility
• Automated communications for transparency and consistency
• Reporting that highlights trends, bottlenecks, and outcomes
• Improved coordination between staff and stewards

BSI Enhancements and Accelerators

Preconfigured tools designed to reduce custom development and accelerate rollout:

• Scan2iMIS for streamlined event attendance tracking
• Career Connect job board
• Speaker and Sponsor Hub for extended event and education management
• Built in accelerators refined across dozens of union implementations

AI Features Designed for Responsible Union Adoption

Union Expertise. Collective Strength.

Beyond expertise, your union benefits from a model shaped and strengthened across more than 47 unions through the broader Union Suite network. Shared learning, continuous improvement, and collective development ensure your implementation reflects proven best practices while remaining aligned to your union’s specific priorities.

With this combined foundation, unions gain infrastructure that is stable, scalable, and built for long term growth.

Want to Explore Responsible AI for Your Union?

We’ve created a free AI Impact Guide specifically for unions, designed to help you strengthen member engagement, improve organising capability, and modernise operations responsibly.

Discover practical ways AI can support retention, streamline workflows, and enhance member service while protecting sensitive data.