Gaining Clarity and Direction with an iMIS Review
- Jun 3
- 3 min read
Updated: 5 days ago
Sector: Regulated membership organisation, Queensland
Challenge: Underutilised iMIS, inconsistent structure, low staff confidence
Solution: iMIS Review Service (10–15 hours)
Key outcome: Membership categories reduced from 35 to 2
Partner: Zephyr Consulting
Queensland Justices Association (QJA), a Queensland-based membership-based organisation operating in a regulated environment, was entering a period of transition. With changes at the governance and operational levels, they wanted to ensure that its systems, particularly iMIS, were aligned with its future direction, scalable, and used effectively by staff. They engaged Zephyr Consulting for a professional iMIS review to surface inefficiencies and unlock untapped value.
Challenge
QJA already used iMIS to manage membership, its website, reporting, and integrations with other systems, but recognised there was more potential value to be unlocked.
The organisation's key challenges included:
Limited staff confidence in iMIS functionality
Inconsistent membership structures, pricing logic, and customer types
Manual or cumbersome reporting processes
Unclear membership journeys and engagement strategies
A website and member portal that had grown organically, rather than strategically
Uncertainty around what should be addressed before undertaking a major website update
At a time when the organisation was reassessing its membership structure and pricing, leadership wanted clarity before committing to further changes.
The Engagement
The client engaged Zephyr Consulting, an iMIS-certified consultancy, for 10-15 hours to:
Identify inefficiencies and risks
Pinpoint opportunities for simplification and improvement for both the customer (website/ database), and for the staff (reports/data/set-up view)
Gain practical, prioritised recommendations
Build confidence in decision‑making at both staff and Board levels.
Zephyr’s Approach
Zephyr’s review process included:
Structured discovery questions covering strategy, pain points, and goals
A detailed review of the organisation’s live iMIS environment by iMIS‑certified consultants
Assessment across key areas, including:
Website and member portal
Membership structure and journeys
Finance and pricing setup
Reporting and data quality
Security and permissions
Staff capability and training
Integration with other systems.
Outcomes
The review delivered several immediate benefits:
A Clear Roadmap
The organisation received a prioritised set of recommendations, separating:
Quick wins
Foundational design decisions
Medium‑term enhancements
This made it easier to plan work in stages rather than attempting too much at once.
Confidence in Strategic Decisions
One major outcome was clarity around membership structure — reduced from 35 categories to just two. This simplification aligned with Zephyr’s recommendations and will significantly reduce complexity in billing, reporting, and member experience.
Better Timing for Website Changes
The review highlighted that core decisions around membership and pricing needed to be finalised first — ensuring future website changes were based on stable, well‑designed organisational foundations.
Improved Understanding of iMIS Capability
Through the review, staff gained a better understanding of:
What iMIS can do out‑of‑the‑box
Where configuration would deliver value
How to improve self‑service, reporting, and data management
This reduced reliance on trial‑and‑error and increased confidence in using the system.
What The Client Said:
Would you recommend an iMIS review to others?
“Yes, absolutely. The process was thorough, insightful, and tailored to our needs. At a time when we needed clarity and direction, Zephyr provided actionable recommendations that have been implemented and have been extremely beneficial to our organisation.”
Our organisation had an iMIS review completed with Zephyr in 2025. At the time, several of us were new to the organisation and to iMIS. As a small team, we were focused on making high‑value changes and wanted a better understanding of how we were using iMIS, along with identifying opportunities to improve efficiency, functionality, and overall user experience.
As part of our initial conversations with Zephyr, they recommended their iMIS Review Service. We outlined a few key areas we wanted the review to focus on, and Zephyr provided a clear quote based on the number of hours required to complete the review.
“The review provided valuable, practical insights into how we could better utilise iMIS, along with clear recommendations for improvement. It highlighted areas where we could streamline processes, enhance reporting, and strengthen our data management. This has given us a clear roadmap moving forward and greater confidence in how we use the system.” Queensland Justices Association April 2026
An iMIS review is one of the most cost-effective ways for a membership organisation to gain clarity on where their system is working, where it isn't, and what to do next.