CRM Selection and Approval A Change Will Do
- Slides: 11
CRM Selection and Approval “A Change Will Do You Good” Mary Carole Starke, AVP for Operations Mark Romanovsky, Senior Programmer Analyst Vassar College bit. ly/nercomp_alum 17
Agenda Where we started Collaboration between Advancement (OAAD) and Computing and Information Services (CIS) Technical considerations Utilizing campus wide database committee Working with a consultant Technical and functional assessment Market analysis Request For Proposal (RFP) Process Executive summary Where we are now Managing organizational change #NERCOMPPDO 2 2
Where we started #NERCOMPPDO 2 Banner contract up in 2020 Moving to Banner 9 HR and Finance deciding to move to Workday Best of breed discussions started Buy-in from senior leadership Presidential transition Campaign timing 3
Vassar College offices involved Office of Alumnae/i Affairs and Development (OAAD) Buy-in from the Vice President Key team members Computing and Information Services (CIS) Buy-in from the CIO and Deputy CIO Key team member in Mark Romanovsky Utilizing Banner Implementation Steering Committee Communicating the need #NERCOMPPDO 2 4
CIS Needs Technical considerations #NERCOMPPDO 2 Cloud first strategy Data Integration Administration Security 5
OAAD Needs Functional considerations #NERCOMPPDO 2 Ease of use Reduce dependency on shadow systems Reporting and dashboards Integration 360 degree view Analytics Business process reviews 6
Working with a consultant Reason for hiring a consultant #NERCOMPPDO 2 Longevity of team at Vassar Changing landscape in the Advancement space Time Outside perspective Ability for OAAD staff to be heard Find out what we don’t know 7
Working with a consultant Purpose #NERCOMPPDO 2 Technical and Functional Assessment Market Analysis Request for Proposal Evaluating Cost Executive Summary 8
Where we are now Vendor Demonstrations from RFP results Affinaquest (Salesforce platform) thank. Q (Microsoft Dynamics / Sequel) Blackbaud NXT Slate Timeline April through January 2018 #NERCOMPPDO 2 9
Managing Organizational Change Present a vision Create common expectations Re-define business processes where appropriate Engage stakeholders #NERCOMPPDO 2 10
Questions Mary Carole Starke mastarke@vassar. edu Mark Romanovsky@vassar. edu bit. ly/nercomp_alum 17 #NERCOMPPDO 2 11
Manageengine
Crm selection criteria
"crm selection"
Two way selection and multiway selection in c
Two way selection and multiway selection in c
Mass selection and pure line selection
Cornerstone crm
Balancing selection vs stabilizing selection
Similarities
K selection r selection
Natural selection vs artificial selection
Difference between continuous and discontinuous variation
