Identifying Process types

By defining one or more process types, the Opportunity Administrator provides templates for Opportunity Managers to create new opportunities quickly. You can create a process type for each action plan, for each type of prospect, for specific reporting requirements, or whatever criteria best meets the needs of your organization.

Process type concepts and terms

A process type is a category of projects that has a unique set of processes. Process types include information about:

■    Default action plan

The action plan most often used for this process type

■    Default owner

The most likely owner of this process type

■    Opportunity Class

A combination of standard data elements and structure that specify what data should be recorded about the opportunity.

■    Default Opportunity Classes (Donor, Member, Sales) are provided in iMIS. You can build additional Opportunity Classes that meet the unique needs of your organization.

Tips for planning process types

■    Structure process types to optimize the time it takes to set up data entry and reporting for an opportunity. You might create a process type based on geography or type of prospect, for example.

■    Create a new process type when you need a new strategy to develop a new prospect group or when data entry and reporting needs are very different for different areas or prospects.

Process types example: Non-profit organization

In this example, our non-profit organization has current members and donors. In addition, non-members purchase conference proceedings and books. The default process types are sufficient for our process.