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ISGweb

Company Profile Management

Associations that have companies as members have always faced unique challenges in providing their members with effective online access. The central paradox is that only an individual can log into the Web, but the membership status, pricing, profile demographics, and online transactions that are relevant to the online experience all relate to the company rather than the individual.

The Company Profile Management module provides organizations with the tools needed to designate certain individuals as "primary contacts," and empower them to manage the company profile online.

The primary contact can update company contact information and keep important company-related demographic information up-to-date.

The primary contact can define a roster of individuals who are eligible for association benefits. Even if the individuals have never interacted with the association before, they will be able to log into your website with a pre-defined username and password, be recognized by the system, and receive the appropriate member benefits.

This roster can be viewed in a graphical tree structure, making it easy to see all individuals and other entities linked to a company record, along with their roles.

New employees can be added to the roster easily, with minimal information required. The system automatically assigns them the company's ID, a username and password, and determines the application membership type. After checking for duplicates, it creates an iMIS record for each individual. It also notifies them that they can access the association's website and provide login information. Individuals who are no longer employed by the company or should not be linked to the organization are just as easily removed from the roster.

Rosters are managed using the same business logic as iMIS, with company flow-down rules, relationship roles and multi-level branch hierarchy.

The Company Profile Management module also offers:

  • E-mail-based login that provides easy access for occasional users.
  • Group registration, so members can be registered separately paid for in one transaction.
  • E-commerce transactions can be billed on behalf of the company account and paid for with a purchase order.

By combining the Company Profile Management module with the Membership Application module, you can process company memberships online. The primary contact can update company demographics and statistics, which can be used to calculate dues correctly.

Links to more information about ISGweb for iMIS:
Fact sheet (PDF, 1.05 MB)
ISGweb for iMIS FAQ
ISGweb architecture
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