Fwd: IMA Chapter Competition/Portal Update
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Michael R Jordan
Nov 17, 2010, 7:23:37 PM11/17/10
to carolinasco...@googlegroups.com
Hi All,
In case you did not receive this communication directly, National has completed testing of the Chapter Portal and is preparing to restore its functionality for your use (see below). One thing to note is the CPE reporting. If you have any questions, I'll be happy to try and get an answer for you. Or you can call Member Services at 800-638-4427.
Regards,
Mike Jordan
803-386-9462 Council
803-960-6295 Cell
-------- Original Message --------
From: Jeffrey Thomson <jtho...@IMANET.ORG>
To: BO...@IMALISTSERV.IMANET.ORG
Date: 11/16/2010 07:09 PM
Subject: IMA Chapter Competition/Portal Update
Sent by: IMA Board <BO...@IMALISTSERV.IMANET.ORG>
Dear IMA Chapter & Council Officers (cc: IMA Global Board of Directors),
As discussed earlier this evening on the bi-monthly volunteer leader call, we are pleased to report that the Chapter Portal has been successfully tested with all functionality completely restored. We need to take a few final steps to point the functionality from development to production mode and re-test, but effective this Thursday afternoon (11/18) at the latest you can send emails and run Membership rosters from this area with real time data. You also have the same continued access to all of the support areas within the Chapter Resources section (i.e. Manuals, Presentations, Visit Support, etc.). You will get a confirming email on production mode Chapter portal functionality from your Community Relations Associate.
When logging in to the portal, please know that you should make use of the same user name and password that you use for all of your other IMA business. Your user name is your member/customer number. In the event you experience difficulty logging in with your existing password, simply click on the “click here to reset password” link and follow the instructions. Any further challenges, please contact your Member Services (800) 638-4427. This Single Sign On (SSO) capability is enhanced user functionality with our new member database Personify.
You can also now report your own CPE at this time through the portal, however please note these important process changes:
· For live-instruction Leadership Academy events run by your chapter, please use the attached sheet and send to your Community Relations Associate. We will upload CPE for these events from the global headquarters.
· For other events run by your chapter, please use the chapter portal to record CPE.
· For Council led events, please also use the attached spreadsheet and send to your Community Relations Associate to record your CPE.
Regarding Chapter Competition reports, we will deliver these and the other activity reports in January. As mentioned in my note to you on October 8 (see below), we have come to understand the IMA chapter competition process is “non-standard”, i.e., a customization to the base software, and we frankly under-estimated its complexity. Regarding compensation during the transitional period, we have compensated you based on past performance averages and there have been no delays in payment. Thank you again for your patience as it seems this transitional approach to compensation was well received. We expect to return to payment from actual activity based on the parameters set forth in the 2010 – 2011 Chapter Competition & Compensation Guide when Chapter Competition reports are delivered.
I can assure you that the team has made chapter functionality its top priority, and as just one example, many members of the team spent all day Saturday in Montvale with our technology partner TMAR. Also, although it will take time, having built the foundational capabilities at the global and local levels will be the springboard to innovation and we commit to seeking out these ideas from you as we proceed forward on our growth journey (e.g., ideas for a Council portal).
I appreciate your commitment to IMA and I can assure you it is our collective organizational goal to provide best in class support to our highly valued chapters and councils. We on the management team owe that to you, as you are so vital to IMA’s long term success.
Thank you very much for your patience, and your unwavering service to IMA.
Jeff
Jeffrey C. Thomson, CMA
President and CEO
Institute of Management Accountants
1-800-638-4427, x 1586
From: Jeffrey Thomson
Sent: Friday, October 08, 2010 10:57 PM
To: councilchap...@imalistserv.imanet.org
Cc: Steve Weiss; Linda Glohs; Narnesha O’Neill; Christine Murray; Jenna Uszenski; Deborah Warner; Doreen Remmen
Subject: IMA Chapter Competition/Portal Update
Importance: High
Dear IMA Chapter & Council Officers (cc: Regional Vice Presidents),
I am writing to update you on our progress with the production of the Chapter Portal, and Compensation/Competition module tied to our new association database. If you recall, in July IMA delivered a new association management system, new learning management center and new website to improve the overall member experience via integration of various portals, single sign-on and improved navigation. We also put in place true e-commerce functionality which has allowed us to process thousands of customer transactions while improving cash flow for your association. In the long run, in addition to dramatically improving the member experience, the new technology should be the springboard to innovation and sustainable growth.
Getting the “systems right” at the global/enterprise level was the starting point. We have processed thousands of e-business transactions since systems launch, and have gotten very positive feedback on the new website (and, we have fixed isolated bugs that come with any large scale system install as annoying as they are). We moved quickly into post go-live “phase 2” development including restoration of full functionality to the Chapter Portal, delivery of Chapter Competition results, and delivery of Compensation - all promised in October. Based on early testing of the functionality provided by our technology partner, and the need to “get it right” at the local chapter level, we need to delay the full functionality. Because the IMA chapter competition process is “non-standard”, i.e., a customization to the base software, we frankly under-estimated its complexity.
We will have a status update, possibly including phased implementation, for you during the Volunteer Leadership Call on November 16 (reminder details to be sent out soon).
I apologize for this delay. IMA Global has demonstrated in tangible ways the past two years how vital Chapters and Councils are to the success of IMA, and that comes “straight from the top”. However, we must do better and we will do so.
To help you manage this delay, we are taking the following actions:
· We are going to continue to compensate you during this period based on past performance averages (there have been no delays in payment with this system).
· We will also continue to produce on demand Membership Rosters, produce labels and/or execute emails for you inclusive of real time membership data. Please reach out to your Community Relations Associate to make these requests. Regarding email requests, please note that requests must be received by Tuesday of the prior week, and final copy must be received two full business days prior to requested send date. We will not have the ability to host attachments, but we can include text of links in the communications.
· Since I am aware that you have been holding your CPE and the portal is not set for you to self report, we will be handling this for you during the extended transition period. To submit your CPE, please simply fill out the attached spreadsheet, label the file with your chapter name, and send to your Community Relations Associate.
· IMA Global is raising CMA compensation to $70 per part passed ($70 x 2 parts = $140 > $30 x old 4 parts = $120).
· As a simple way to thank you for your patience, we are providing a heavily discounted registration (50%) – one per active chapter – to the annual conference in sunny Orlando next June for conference educational events (excludes travel and optional events). If you recall, last year, we raised the number of free conference registrations from one to two at the Council level.
Please email me at jtho...@imanet.org or call at 1-800-638-4427, x 1586 with any comments or questions. Steve Weiss, VP of Membership, is also available to address your concerns on x 1644 or saw...@imanet.org
Thank you very much for your service to IMA.
Jeff
Jeffrey C. Thomson, CMA
President and CEO
Institute of Management Accountants
1-800-638-4427, x 1586
**** Confidentiality and Commercial Terms and Conditions Notice: *****
Privileged/Confidential information may be contained in this message
and is intended only for the use of the addressee. Please advise
immediately if you or your employer do not consent to Internet e-mail
for messages of this kind. If you are not the addressee, or person
responsible for delivering to the person addressed, you may not copy or
deliver this to anyone else. If you receive this message by mistake,
please notify the sender immediately by return e-mail. All commercial
transactions, offers and acceptances are exclusively subject/limited to
and conditioned upon our terms posted at www.milliken.com/terms,
and we object to and reject any of your additional/different terms and
conditions unless we expressly agree to them in a signed writing.
Thank you.
***********************************************************************
In case you did not receive this communication directly, National has completed testing of the Chapter Portal and is preparing to restore its functionality for your use (see below). One thing to note is the CPE reporting. If you have any questions, I'll be happy to try and get an answer for you. Or you can call Member Services at 800-638-4427.
Regards,
Mike Jordan
803-386-9462 Council
803-960-6295 Cell
-------- Original Message --------
From: Jeffrey Thomson <jtho...@IMANET.ORG>
To: BO...@IMALISTSERV.IMANET.ORG
Date: 11/16/2010 07:09 PM
Subject: IMA Chapter Competition/Portal Update
Sent by: IMA Board <BO...@IMALISTSERV.IMANET.ORG>
Dear IMA Chapter & Council Officers (cc: IMA Global Board of Directors),
As discussed earlier this evening on the bi-monthly volunteer leader call, we are pleased to report that the Chapter Portal has been successfully tested with all functionality completely restored. We need to take a few final steps to point the functionality from development to production mode and re-test, but effective this Thursday afternoon (11/18) at the latest you can send emails and run Membership rosters from this area with real time data. You also have the same continued access to all of the support areas within the Chapter Resources section (i.e. Manuals, Presentations, Visit Support, etc.). You will get a confirming email on production mode Chapter portal functionality from your Community Relations Associate.
When logging in to the portal, please know that you should make use of the same user name and password that you use for all of your other IMA business. Your user name is your member/customer number. In the event you experience difficulty logging in with your existing password, simply click on the “click here to reset password” link and follow the instructions. Any further challenges, please contact your Member Services (800) 638-4427. This Single Sign On (SSO) capability is enhanced user functionality with our new member database Personify.
You can also now report your own CPE at this time through the portal, however please note these important process changes:
· For live-instruction Leadership Academy events run by your chapter, please use the attached sheet and send to your Community Relations Associate. We will upload CPE for these events from the global headquarters.
· For other events run by your chapter, please use the chapter portal to record CPE.
· For Council led events, please also use the attached spreadsheet and send to your Community Relations Associate to record your CPE.
Regarding Chapter Competition reports, we will deliver these and the other activity reports in January. As mentioned in my note to you on October 8 (see below), we have come to understand the IMA chapter competition process is “non-standard”, i.e., a customization to the base software, and we frankly under-estimated its complexity. Regarding compensation during the transitional period, we have compensated you based on past performance averages and there have been no delays in payment. Thank you again for your patience as it seems this transitional approach to compensation was well received. We expect to return to payment from actual activity based on the parameters set forth in the 2010 – 2011 Chapter Competition & Compensation Guide when Chapter Competition reports are delivered.
I can assure you that the team has made chapter functionality its top priority, and as just one example, many members of the team spent all day Saturday in Montvale with our technology partner TMAR. Also, although it will take time, having built the foundational capabilities at the global and local levels will be the springboard to innovation and we commit to seeking out these ideas from you as we proceed forward on our growth journey (e.g., ideas for a Council portal).
I appreciate your commitment to IMA and I can assure you it is our collective organizational goal to provide best in class support to our highly valued chapters and councils. We on the management team owe that to you, as you are so vital to IMA’s long term success.
Thank you very much for your patience, and your unwavering service to IMA.
Jeff
Jeffrey C. Thomson, CMA
President and CEO
Institute of Management Accountants
1-800-638-4427, x 1586
From: Jeffrey Thomson
Sent: Friday, October 08, 2010 10:57 PM
To: councilchap...@imalistserv.imanet.org
Cc: Steve Weiss; Linda Glohs; Narnesha O’Neill; Christine Murray; Jenna Uszenski; Deborah Warner; Doreen Remmen
Subject: IMA Chapter Competition/Portal Update
Importance: High
Dear IMA Chapter & Council Officers (cc: Regional Vice Presidents),
I am writing to update you on our progress with the production of the Chapter Portal, and Compensation/Competition module tied to our new association database. If you recall, in July IMA delivered a new association management system, new learning management center and new website to improve the overall member experience via integration of various portals, single sign-on and improved navigation. We also put in place true e-commerce functionality which has allowed us to process thousands of customer transactions while improving cash flow for your association. In the long run, in addition to dramatically improving the member experience, the new technology should be the springboard to innovation and sustainable growth.
Getting the “systems right” at the global/enterprise level was the starting point. We have processed thousands of e-business transactions since systems launch, and have gotten very positive feedback on the new website (and, we have fixed isolated bugs that come with any large scale system install as annoying as they are). We moved quickly into post go-live “phase 2” development including restoration of full functionality to the Chapter Portal, delivery of Chapter Competition results, and delivery of Compensation - all promised in October. Based on early testing of the functionality provided by our technology partner, and the need to “get it right” at the local chapter level, we need to delay the full functionality. Because the IMA chapter competition process is “non-standard”, i.e., a customization to the base software, we frankly under-estimated its complexity.
We will have a status update, possibly including phased implementation, for you during the Volunteer Leadership Call on November 16 (reminder details to be sent out soon).
I apologize for this delay. IMA Global has demonstrated in tangible ways the past two years how vital Chapters and Councils are to the success of IMA, and that comes “straight from the top”. However, we must do better and we will do so.
To help you manage this delay, we are taking the following actions:
· We are going to continue to compensate you during this period based on past performance averages (there have been no delays in payment with this system).
· We will also continue to produce on demand Membership Rosters, produce labels and/or execute emails for you inclusive of real time membership data. Please reach out to your Community Relations Associate to make these requests. Regarding email requests, please note that requests must be received by Tuesday of the prior week, and final copy must be received two full business days prior to requested send date. We will not have the ability to host attachments, but we can include text of links in the communications.
· Since I am aware that you have been holding your CPE and the portal is not set for you to self report, we will be handling this for you during the extended transition period. To submit your CPE, please simply fill out the attached spreadsheet, label the file with your chapter name, and send to your Community Relations Associate.
· IMA Global is raising CMA compensation to $70 per part passed ($70 x 2 parts = $140 > $30 x old 4 parts = $120).
· As a simple way to thank you for your patience, we are providing a heavily discounted registration (50%) – one per active chapter – to the annual conference in sunny Orlando next June for conference educational events (excludes travel and optional events). If you recall, last year, we raised the number of free conference registrations from one to two at the Council level.
Please email me at jtho...@imanet.org or call at 1-800-638-4427, x 1586 with any comments or questions. Steve Weiss, VP of Membership, is also available to address your concerns on x 1644 or saw...@imanet.org
Thank you very much for your service to IMA.
Jeff
Jeffrey C. Thomson, CMA
President and CEO
Institute of Management Accountants
1-800-638-4427, x 1586
**** Confidentiality and Commercial Terms and Conditions Notice: *****
Privileged/Confidential information may be contained in this message
and is intended only for the use of the addressee. Please advise
immediately if you or your employer do not consent to Internet e-mail
for messages of this kind. If you are not the addressee, or person
responsible for delivering to the person addressed, you may not copy or
deliver this to anyone else. If you receive this message by mistake,
please notify the sender immediately by return e-mail. All commercial
transactions, offers and acceptances are exclusively subject/limited to
and conditioned upon our terms posted at www.milliken.com/terms,
and we object to and reject any of your additional/different terms and
conditions unless we expressly agree to them in a signed writing.
Thank you.
***********************************************************************
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