Supercharge Your iMIS with Armstrong’s Smartsheet Integration
Seamlessly connect iMIS with the dynamic work management power of Smartsheet—streamlining tasks, boosting collaboration, and accelerating project delivery.
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Introduction
Managing complex projects and member activities in iMIS shouldn’t be a juggling act. That’s why Armstrong is proud to introduce our Smartsheet Integration, designed to help your team stay organized, collaborate effortlessly, and deliver better results for your members. Harness the intuitive, dynamic work management features of Smartsheet—right within your familiar iMIS environment.
What Is Smartsheet?
Smartsheet is a versatile project and work management platform used by organizations worldwide to:
- Organize tasks and resources in real time.
- Track progress visually with grids, Gantt charts, or kanban boards.
- Collaborate easily through shared sheets and automated workflows.
- Generate insightful reports for better decision-making.
With Smartsheet’s intuitive interface, teams can coordinate faster, reduce bottlenecks, and ensure projects run smoothly from start to finish.
Why Integrate Smartsheet with iMIS?
1. Unified Data
No more toggling between systems—connect project tasks in Smartsheet directly to iMIS records, keeping everything in sync.
2. Streamlined Workflows
Save time and cut down on errors by automating routine tasks like event planning updates, member communications, and reporting.
3. Enhanced Collaboration
Empower teams to collaborate in Smartsheet’s shared environment while staying aligned with key data in iMIS.
4. Real-Time Visibility
Monitor progress across all projects and events in one place—no more guessing, endless spreadsheets, or duplicative efforts.
5. Scalable for Growth
Easily expand or adjust the integration as your association evolves, ensuring you’re always ready for what’s next.
Key Use Cases
1. Sync Smartsheet Project Tasks with iMIS Data
Automatically update member or staff records as tasks are completed.
Eliminate double entry and ensure data accuracy in both systems.
2. Manage Event Planning Progress
Track venue bookings, speaker confirmations, and registration numbers in real time.
Keep iMIS updated without manual data transfers.
3. Automate Reporting
Generate real-time, data-rich reports by pulling Smartsheet information into iMIS dashboards.
Share insights with stakeholders using customizable, auto-scheduled reports.
4. Boost Team Collaboration
Use Smartsheet’s shared sheets for project milestones and tasks.
Link key deadlines to iMIS activities, so everyone stays on the same page.
5. Streamline Resource Allocation
Align Smartsheet timelines with iMIS member and staff records.
Quickly see who’s available and assign tasks to the right people at the right time.
Armstrong’s Integration Highlights
Fast, Simple Setup: Get started quickly with minimal disruptions to your existing iMIS workflows.
Customization: Tailor your Smartsheet integrations to meet your unique association goals.
Security & Reliability: Rely on Armstrong’s proven track record, ensuring your data remains protected and accurate.
Expert Support: Our team is here to guide you through every step—implementation, training, and ongoing optimization.
How It Works
1. Connect Your iMIS and Smartsheet Accounts
Armstrong provides an easy setup process and guides you through any required configurations.
2. Map Your Data Fields
Determine which fields in Smartsheet align with your iMIS records for seamless synchronization.
3. Automate Workflows
Set triggers—like a new event in iMIS—to create or update tasks in Smartsheet automatically.
4. Monitor and Optimize
Use real-time reporting to measure success, then tweak processes to improve efficiency further.