Testing iMIS EMS

This iMIS upgrade contains many changes that should be tested before a client is upgraded live.

Follow the suggested timeline below to begin the testing phase. Create new contact records, process renewals, create new events, and whatever else you would normally do with iMIS! This is your time to determine if iMIS EMS is a great fit for you and your organization.

Important! Any changes made in the test site do not automatically transfer over on a live upgrade. Keep detailed notes about the changes you make in the test environment, so that you can make the same changes after the live upgrade. Items such as content records, queries, and business objects can be manually exported from test and imported into the live system.

Tip! The following is a calendar that goes over the suggested testing timeline once you get to the testing phase of your upgrade. Upgrade timelines look different for each client. The most important thing to remember is that all testing should eventually be completed. The most important piece of the upgrade process is testing.

Suggested testing and go-live timeline
  MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
WEEK 1
WEEK 2
WEEK 3 Check-in on testing progress & continue testing Finance testing   Queries and reports testing Commerce testing
WEEK 4 Websites and account pages testing   Events testing   Communications testing
WEEK 5
  • Complete remaining testing
  • Partners and AiSPs working with clients or testing on-behalf-of clients: Complete, sign, and send the iMIS EMS Checklist to ASI Cloud Services
WEEK 6

Final check-in on testing progress

Pre-upgrade checklist

  Wrap-up testing and prepare for go-live
WEEK 7

Upgrade to iMIS EMS + Complete Post-upgrade checklist

Post-upgrade support begins
WEEK 8 Continue post-upgrade support Post-upgrade support ends