5The Boston University solution Your SolutionThe Boston University solutionBusiness Process Optimization AssessmentAnalysis of current Development and Alumni Relations processesProvide recommendations for incorporation into eCRM designPrescriptive Blackbaud eCRM/NetCommunity ImplementationReplace Development and Alumni Relations UIS databaseLeverage Blackbaud’s Higher Education expertiseImplement best practicesTwo custom interfaces – file based transfersStudent Information SystemPost to GLBlackbaud OnDemand Service
7Our ApproachWe believe in partnering with our Customers to align our technology with people and processes to provide a complete solution.PeopleFormer fundraisers, nonprofit executives, Big Four consultants, and technology expertsWealth of best practices and thought leadershipProven enterprise market experienceProcessCollaborative end user-driven design approachExtensive project oversight and managementTailored training curriculumTechnologyScalable, industry leading technology infrastructureUser friendly, fundraising-specific functionalityIntegrated, leading edge software solutions
8FOCuS Implementation Methodology Blackbaud’s Methodology provides you with the tools you need to succeed.Define and Plan PhaseBlackbaud and Boston University work to define the solution requirements, plan the project timeline, and determine project resources.Design PhaseCreate and validate system configuration and business processes.Build and Test PhaseBuild and test the designed solution.Deliver and Support PhaseRoll out the final solution to end users.
9Define and Plan Phase Objectives Key Activities FOCuS Implementation MethodologyDefine and Plan PhaseObjectivesDefine a solution to support the business objectives.Formulate roadmapDetermine major project objectives, participants, and timeline.Key ActivitiesInterviewsAnalyze Business RequirementsDefine project procedures and timelineAnalyze Data and Develop PrototypeTalking PointsObjectivesGoals – Determine the major issues to be solvedUnderstand Value – Establish a common understanding of the value to be gained from this effortCraft Solution – Recommend a viable solution to support the business objectivesDefine a solution to support the business objectives.Formulate an accepted roadmap that will result in the successful completion of the business objectives.Determine major project objectives, participants, and timeline.Key ActivitiesInterviews – Define business needs with interviews and a current state analysis.Analyze Business Requirements – Identify areas for process improvement.Define Project Procedures and Timeline – Create a project charter (agreement between both organizations) and project plan.Analyze Data and Develop Prototype – Define the data requirements and build prototype database.DeliverablesRequest For Proposal (RFP)Pre-Consultation Survey
10Design Phase Objectives Key Activities FOCuS Implementation MethodologyDesign PhaseObjectivesDefine key business processes that will support the business objectivesImprove processesKey ActivitiesMap functional area business and system processesOutline configurationMap dataPlan for testingTalking PointsOut of the design teams comes the finalized data mapping document which will be used in the Build and Test Phase. Our Build and Test phase is only as good as the information and participation that the design teams provide.The project’s success is highly dependent on everyone’s hard work and cooperation in the Design phase.ObjectivesExecution of the plan to meet business objectives.Process Identification – Define key business processes that will support the business objectivesDefine key business processes that will support the business objectives.Process Improvement – Determine which business processes can be automated or improved to achieve maximum benefit and efficienciesDetermine which business processes can be automated to achieve maximum benefits and efficiencies.Key ActivitiesProcess and Configuration – Map and document functional areas’ business and system processes.Map Data – Create a mapping document for conversion and migration of data.Test Planning – Test planning and scenarios development.DeliverablesProcess Design and ConfigurationData MapPrototype Data Conversion
11Business Process BluePrint Example FOCuS Implementation MethodologyBusiness Process BluePrint ExampleAlternate Case 2 – Update Alternate AddressAssociated Activity Step Details#Action1.Update the old address, if applicable. Include the information source.2.Add a new address, if applicable. Complete all required fields.3.Update shared addresses as necessary:Open the applicable relationship or constituent records.Stop sharing the address, share a new address, or enter a unique, unshared addressReturn to step 8 in the primary path.
12FOCuS Implementation Methodology Data Map Example
13Build and Test Phase Objectives Key Activities FOCuS Implementation MethodologyBuild and Test PhaseObjectivesBuild technical solutionComprehensively test the solutionPlan for deployment and end-user training.Key ActivitiesData ValidationSystem TestingDeliver and Support PreparationWorkforce ManagementDevelop End-User TrainingTalking PointsHere we use the mapping document for you to develop the conversion program.We will perform a test run and deliver the data back to University of Manitoba to test.You will then work to validate where the data was converted and submit any changes in a changes document.The Conversion analyst will make the changes and deliver another test run. Any changes will be submitted again before the final deployment.Again, the project’s success is highly dependent on creating the best possible data mapping document and performing thorough testing after each test runObjectivesConfigure System – Develop technical solution to automate key business processesQuality Assurance – Comprehensive testing of the technical solution to confirm it meets BGCT’s requirementsAcceptance – Verify end-user acceptance of systemBuild technical solution to automate key business processes.Comprehensively test the technical solution to confirm it meets acceptance criteria.Plan for deployment and end-user training.Key ActivitiesData Validation – Validate test conversion and record change requests.System Testing – Test system to ensure conformance to design.Deliver and Support Preparation – Develop cut-over check-list and plan for deployment.Workforce Management – Develop transition plan.Develop End-User Training – Develop courseware based on design and finalize training schedule.DeliverablesMapping Changes DocumentCutover PlanTest PlanTest Scripts
14Deliver and Support Phase FOCuS Implementation MethodologyDeliver and Support PhaseObjectivesDeploy technical solution and redesigned business processes.Transition end-user support and training responsibilities to Boston University and Blackbaud Customer Support.Key ActivitiesFinal Conversion and ConfigurationTrainingPost-Production AssistanceProject CloseoutTalking PointsObjectivesImplement – Set up technical solution and redesigned business processesFuture Planning – Provide recommendations for long term system usageDeploy technical solution and redesigned business processes.Transition end-user support and training responsibilities to The Seattle Foundation and Blackbaud Customer Support.Key ActivitiesFinal Conversion and Configurations – Deliver converted data and final configurations.Training – Train executives and end users.Post-Production Assistance – Facilitate the transition to the new system.Perform Health Check – Review production environment use and provide recommendations for enhanced usability.Project Closeout – Wrap up project activities and develop engagement summary.DeliverablesFinal Converted DataPost Go Live Assessment
15Project Management Objectives Key Activities FOCuS Implementation MethodologyProject ManagementObjectivesEnsure on time, on budget service deliveryEstablish single point of contact for BlackbaudEnsure quality work productsAdherence to methodologyKey ActivitiesProject reviews and statusResource and task coordinationBudget analysisIssue escalation and resolution
16Deployment Plan & Go Live CheckList Example FOCuS Implementation MethodologyDeployment Plan & Go Live CheckList Example
20Why Me?A large tailored software implementation requires a strong network of highly capable people to be successful.Process expertsExperience with the organizationKnowledge of current business processesTechnical skills/know-howGood communication skillsTeam playerAbility to balance large project with current responsibilitiesInsight to help tailor a custom software solution
22EXECUTIVE SUPPORT TEAM Executive TeamPROJECT SPONSORSJanet O’Brien, AVP - ApplicationsLisa Uglialoro, AVP - Advancement ServicesVicki Ann Frawley, Director of Strategic ServicesEXECUTIVE SUPPORT TEAMScott Nichols , Vice President DARTracy Schroeder, CIOCharlie Cumbaa, President ECBUKEY RESPONSIBILITIESProvides primary project sponsorshipUltimately responsible for the success of the projectEncourages a productive environment for the entire implementation teamMonitors the progress of the project
23Project Management Team PROJECT MANAGERSTim Leonard – Project ManagerMargaret Ross – Engagement ManagerKEY RESPONSIBILITIESActs as primary point of contact for the project team membersActs as the liaison between teams and departments participating in the projectEnsures the successful and timely execution of project tasksReviews and approves project deliverablesConducts project status reportingEscalates issues to the appropriate Boston University resource for resolution
24Blackbaud Consulting Team ResourcesBlackbaud Consulting TeamCONSULTANTSEric Mitchell – Design LeadSara Kessler – Configuration LeadKen Scott – ArchitectKEY RESPONSIBILITIESProvides industry and application expertiseDesigns the new system, processes, and data mapsFacilitates design validation sessionsConfigures and supports the new system during the projectDEVELOPERSJason Fleming – Conversion AnalystKEY RESPONSIBILITIESMaps application dataDevelops conversion programs and processes
25Operations Team APPLICATION ADMINISTRATOR KEY RESPONSIBILITIES ResourcesOperations TeamAPPLICATION ADMINISTRATOR<Member Name> – <Member Title>KEY RESPONSIBILITIESMaintains and supports the application for end-usersProvides support to end-users on a variety of issuesIdentifies, researches, and resolves application issuesParticipates in weekly planning sessionsProvides a leadership role in system testing processDATABASE ADMINISTRATOR<Member Name> – <Member Title>KEY RESPONSIBILITIESInstalls, configures, and/or optimizes the DBMS as recommended by BlackbaudPerforms backup and recovery of the databasesResolves database security and connectivity issues
26What to ExpectBlackbaud does many implementations a year. Problems will come up, but it’s our job to help you. Here is what to expect from us.Getting started (what to expect in the first few weeks)Project resources/proceduresCall Support any time during projectLeverage other Blackbaud customer experiencesAdvance notice on dates/time to plan around projectAll questions should go through both project managersTime commitment (varies) depending on role
29Keys to SuccessBlackbaud is excited about our new partnership and looks forward to making your goals a reality.Participation - Get involved, speak up, and shareCommunication - Talk early and oftenTeamwork - Work together to keep projects coordinatedTimely Decisions - Rely on your Blackbaud experts for assistanceHave fun!
30Final Thoughts“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”Son of a Scottish weaverUS industrialist and philanthropistFounder of a Pittsburgh, PA based steel companyMr. Andrew Carnegie,