iMIS vs. Progress ShareFile

iMIS Engagement Management System is well suited for associations or other non-profits that operate without a lot of bells and whistles. So far in my experience if you want to do more sophisticated operations, marketing in my specific role, then iMIS Engagement Management System may not be the best AMS. It does the basics well but the more high-powered you want to get then the more it's going to cost by having your vendor of choice to work to enhance or upgrade what you have.

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When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• One-stop-shop. I love that we have one system that will track our income, manage membership, email contacts, manage our website and pull reports.
• Response time on support tickets. Whenever I have a problem using iMIS, I can either log into their support site to submit a help ticket or send it directly from my email account. Someone normally responds to me within the hour and then I will get a solution within the day no matter the time of day I submit the ticket.
• Easy to use widgets. I love using widgets to pull a page together. They have slideshow widgets that use on a daily basis. There are also forum widgets and widgets to pull an already created query to a page you choose to display this information on.

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• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

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• System Performance: iMIS has always seemed to have had performance issues....sluggish specifically. Though some of that may be in part to some of our customizations, but we don’t think so.
• Integrations with 3rd Party Products: we would like to see more integrations with 3rd party apps.

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• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

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It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

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ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

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The software has never been down when I needed to use it.

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Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

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Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

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Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

I think both are great tools. They both have their strengths and weaknesses. I really like the CMS component that comes with iMIS. It is important for an organization to be able to quickly build websites to engage their members. iMIS provides tools to do this out of the box.

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ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

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I am a one person office. I have no idea how this software would scale to a larger office.

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• iMIS had a neutral impact on my non-profit organization's overall business objectives. Both the finance and department teams just worked around the limitations that iMIS had.

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• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

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