Stage 1 Early Stages Assessing Planning Jean Kilbride
Stage 1 – Early Stages Assessing & Planning Jean Kilbride, AVP Enterprise and Technical Systems (jkilbride@conncoll. edu) Rainer Weissenberger, Director, Research and Prospect Management (rweissen@conncoll. edu)
• • Founded in 1911 Liberal education 1865 undergraduate 750 acres of arboretum 9: 1 student–faculty ratio 56 majors and minors Connections Curriculum Pathways and Interdisciplinary Centers
Banner Advancement Implemented in 2004… How Long Will it Last? “We’ve not announced or have any immediate plans to announce an end-of-life of our existing legacy advancement solutions. We will continue to maintain and support those solutions as long as we have a significant number of clients that are using those solutions… so I can see us continuing to support these solutions for at least another 3 -5 years, if not longer. ” - Nancy Milam, ellucian Advancement Product Owner
Considerations • • • What are the alternative solutions? What is happening in this marketplace? Should we stay with a single vendor for campus CRM? Is it feasible to have “departmental CRM’s? ” What is the impact of software changes on upcoming campaign? • Do we change now before the campaign is underway? • Do we let new applications mature and change after the campaign? • Will ellucian deprecate our current system while we are in the campaign?
Challenges • New VP Advancement – November 2017 • Vacancies: – Director of Major Gifts – Director Alumni Engagement & Annual Giving – Two Senior Major Gifts Officers vacant • Advancement, alumni and technical resource shortage • Competing priorities
Opportunities • Technology strategy to enable the future • Rethink how we engage our alumni • Rethink how we support College through philanthropic funding • Reconsider Organization Design • Improve Business Processes • Social Media • Revolutionize
Assessment & Readiness • • • Current disparate systems Resources – backfill? 18 -24 month implementation Data integration Data migration and cleanup Analytics Mobile Operational Reporting Interfaces with other areas on campus
Goals • • Fewer systems Timely access to accurate and current data Better self serve reporting Analytics and data analysis Mobility& Ubiquitous Hosted solution Revolutionary business processes & organization “Be more deliberate about campaign”
Advancement Introduction Perspective
Conversion Stakeholders Advancement College Stakeholders
• • • Adv. Core Conversion Committee Stakeholders Data management Analysis/reporting/report writing Gift accounting Donor relations Annual giving Major/principal giving Event management Donor Research Prospect management College stakeholders
Advancement Data Integration • Advancement systems / platforms • Campus systems / platforms
Advancement systems / platforms • • • Data access Data. Mart / warehouse Querying and reporting Communications, events management, giving Data updates systems Other
Data Access • Front Banner • Reeher Other Banner Integration With Adv. Systems • Wealth Screening • Social Media Data Mart Banner Querying / Reporting Data Updates • Axiom • (Alumni Finder) • (Clean Address) • Web. Focus • Reeher Communications / Events / Giving • i. Modules • Mail. Chimp
Campus systems / platforms • Data updates • Constituent activities • Facilities scheduling
Data Updates • PECI • (Admissions) • (Scholarship Info) Banner Integration With Campus Systems Banner Facilities • Campus Housing • Facilities / Events / Catering Constituent Activities • Students • Constituents
Balancing Institutional Knowledge & Forward Thinking • Keepers of data knowledge • Biggest complainers & outspoken users • Best practices & emerging trends
Conversion Readiness • Business process analysis • Data readiness – Data cleanup – Data preparation
Business Process Analysis • Organizational & Departmental business processes evaluation – What works well? – What works with workarounds? – What doesn’t work?
RPM Business Process Analysis
Conversion Communication • Regular meetings with clear objectives • Establish timelines based on data assessment and overall timeline • Documentation
Next Steps • • • Answers to the many questions Timing Business Process Analysis Data readiness, cleanup, preparation Product evaluation & selection How do we fund and resource this initiative?
Questions? Jean Kilbride, AVP Enterprise and Technical Systems (jkilbride@conncoll. edu) Rainer Weissenberger, Director, Research and Prospect Management (rweissen@conncoll. edu)
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