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THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly.

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Presentation on theme: "THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly."— Presentation transcript:

1 THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments. Project Kickoff Vicki Ann Frawley, Project Director Margaret J. Ross, Engagement Manager

2 Blackbaud Professional Services | Page #2 © 2008 Strictly Confidential Material and Property of Blackbaud Agenda Blackbaud overview Project approach Implementation methodology overview Project schedule Project teams and responsibilities Logistics/governance/communications Keys to success Questions Project Kickoff

3 Blackbaud Professional Services | Page #3 © 2008 Strictly Confidential Material and Property of Blackbaud Introductions Your Blackbaud Team Charlie Cumbaa, Executive Sponsor Vicki Ann Frawley, Project Director Margaret Ross, Engagement Manager Eric Mitchell, Design Lead Sara Kessler, Configuration Lead Ken Scott, Architect Jason Fleming, Conversion Analyst Kate Butler, Educational Consultant Cindy Van Dierendonck, Educational Consultant Steve Lonsinger, Project Advisor John Kelly, Account Executive Project Kickoff

4 Blackbaud Overview

5 Blackbaud Professional Services | Page #5 © 2008 Strictly Confidential Material and Property of Blackbaud The Boston University solution Business Process Optimization Assessment  Analysis of current Development and Alumni Relations processes  Provide recommendations for incorporation into eCRM design Prescriptive Blackbaud eCRM/NetCommunity Implementation  Replace Development and Alumni Relations UIS database  Leverage Blackbaud’s Higher Education expertise  Implement best practices Two custom interfaces – file based transfers  Student Information System  Post to GL Blackbaud OnDemand Service Your Solution

6 Project Approach & Methodology

7 Blackbaud Professional Services | Page #7 © 2008 Strictly Confidential Material and Property of Blackbaud We believe in partnering with our Customers to align our technology with people and processes to provide a complete solution. Our Approach People o Former fundraisers, nonprofit executives, Big Four consultants, and technology experts o Wealth of best practices and thought leadership o Proven enterprise market experience Process o Collaborative end user-driven design approach o Extensive project oversight and management o Tailored training curriculum Technology o Scalable, industry leading technology infrastructure o User friendly, fundraising-specific functionality o Integrated, leading edge software solutions

8 Blackbaud Professional Services | Page #8 © 2008 Strictly Confidential Material and Property of Blackbaud Blackbaud’s Methodology provides you with the tools you need to succeed. Define and Plan Phase  Blackbaud and Boston University work to define the solution requirements, plan the project timeline, and determine project resources. Design Phase  Create and validate system configuration and business processes. Build and Test Phase  Build and test the designed solution. Deliver and Support Phase  Roll out the final solution to end users. FOCuS Implementation Methodology

9 Blackbaud Professional Services | Page #9 © 2008 Strictly Confidential Material and Property of Blackbaud Define and Plan Phase Objectives  Define a solution to support the business objectives.  Formulate roadmap  Determine major project objectives, participants, and timeline. Key Activities  Interviews  Analyze Business Requirements  Define project procedures and timeline  Analyze Data and Develop Prototype FOCuS Implementation Methodology

10 Blackbaud Professional Services | Page #10 © 2008 Strictly Confidential Material and Property of Blackbaud Design Phase Objectives  Define key business processes that will support the business objectives  Improve processes Key Activities  Map functional area business and system processes  Outline configuration  Map data  Plan for testing FOCuS Implementation Methodology

11 Blackbaud Professional Services | Page #11 © 2008 Strictly Confidential Material and Property of Blackbaud Business Process BluePrint Example FOCuS Implementation Methodology #Action 1. 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 address Return to step 8 in the primary path. Alternate Case 2 – Update Alternate Address Associated Activity Step Details

12 Blackbaud Professional Services | Page #12 © 2008 Strictly Confidential Material and Property of Blackbaud Data Map Example FOCuS Implementation Methodology

13 Blackbaud Professional Services | Page #13 © 2008 Strictly Confidential Material and Property of Blackbaud Build and Test Phase Objectives  Build technical solution  Comprehensively test the solution  Plan for deployment and end-user training. Key Activities  Data Validation  System Testing  Deliver and Support Preparation  Workforce Management  Develop End-User Training FOCuS Implementation Methodology

14 Blackbaud Professional Services | Page #14 © 2008 Strictly Confidential Material and Property of Blackbaud Deliver and Support Phase Objectives  Deploy technical solution and redesigned business processes.  Transition end-user support and training responsibilities to Boston University and Blackbaud Customer Support. Key Activities  Final Conversion and Configuration  Training  Post-Production Assistance  Project Closeout FOCuS Implementation Methodology

15 Blackbaud Professional Services | Page #15 © 2008 Strictly Confidential Material and Property of Blackbaud Project Management Objectives  Ensure on time, on budget service delivery  Establish single point of contact for Blackbaud  Ensure quality work products  Adherence to methodology Key Activities  Project reviews and status  Resource and task coordination  Budget analysis  Issue escalation and resolution FOCuS Implementation Methodology

16 Blackbaud Professional Services | Page #16 © 2008 Strictly Confidential Material and Property of Blackbaud Deployment Plan & Go Live CheckList Example FOCuS Implementation Methodology

17 Project Schedule

18 Blackbaud Professional Services | Page #18 © 2008 Strictly Confidential Material and Property of Blackbaud Estimated Project Timeline Project & Quality Management Define & Plan June/July ‘10 August ‘10 August ‘10 September ‘10 October - December ‘10 Design Build & Test Deliver & Support January – March ‘11 April ‘11 … July ‘11 August ‘11 ~ 3M ~ 9M ~ 3M ~ 2M Blackbaud’s Implementation Methodology

19 Project Teams and Responsibilities

20 Blackbaud Professional Services | Page #20 © 2008 Strictly Confidential Material and Property of Blackbaud A large tailored software implementation requires a strong network of highly capable people to be successful. Process experts Experience with the organization Knowledge of current business processes Technical skills/know-how Good communication skills Team player Ability to balance large project with current responsibilities Insight to help tailor a custom software solution Why Me?

21 Blackbaud Professional Services | Page #21 © 2008 Strictly Confidential Material and Property of Blackbaud Project Team Executive Level Management Level Resources Blackbaud Boston University Executive Sponsor/Director Executive Sponsor Project Manager Lead Consultants Conversion Analysts System Consultants Technical Experts Process Experts Technical Resources End Users Other Staff

22 Blackbaud Professional Services | Page #22 © 2008 Strictly Confidential Material and Property of Blackbaud Executive Team Janet O’Brien, AVP - Applications Lisa Uglialoro, AVP - Advancement Services Vicki Ann Frawley, Director of Strategic Services EXECUTIVE SUPPORT TEAM Scott Nichols, Vice President DAR Tracy Schroeder, CIO Charlie Cumbaa, President ECBU KEY RESPONSIBILITIES  Provides primary project sponsorship  Ultimately responsible for the success of the project  Encourages a productive environment for the entire implementation team  Monitors the progress of the project PROJECT SPONSORS

23 Blackbaud Professional Services | Page #23 © 2008 Strictly Confidential Material and Property of Blackbaud Management Team Project Management Team KEY RESPONSIBILITIES PROJECT MANAGERS Tim Leonard – Project Manager Margaret Ross – Engagement Manager  Acts as primary point of contact for the project team members  Acts as the liaison between teams and departments participating in the project  Ensures the successful and timely execution of project tasks  Reviews and approves project deliverables  Conducts project status reporting  Escalates issues to the appropriate Boston University resource for resolution

24 Blackbaud Professional Services | Page #24 © 2008 Strictly Confidential Material and Property of Blackbaud Resources Blackbaud Consulting Team Eric Mitchell – Design Lead Sara Kessler – Configuration Lead Ken Scott – Architect DEVELOPERS Jason Fleming – Conversion Analyst KEY RESPONSIBILITIES CONSULTANTS KEY RESPONSIBILITIES  Maps application data  Develops conversion programs and processes  Provides industry and application expertise  Designs the new system, processes, and data maps  Facilitates design validation sessions  Configures and supports the new system during the project

25 Blackbaud Professional Services | Page #25 © 2008 Strictly Confidential Material and Property of Blackbaud Resources Operations Team – DATABASE ADMINISTRATOR – KEY RESPONSIBILITIES APPLICATION ADMINISTRATOR KEY RESPONSIBILITIES  Installs, configures, and/or optimizes the DBMS as recommended by Blackbaud  Performs backup and recovery of the databases  Resolves database security and connectivity issues  Maintains and supports the application for end-users  Provides support to end-users on a variety of issues  Identifies, researches, and resolves application issues  Participates in weekly planning sessions  Provides a leadership role in system testing process

26 Blackbaud Professional Services | Page #26 © 2008 Strictly Confidential Material and Property of Blackbaud Blackbaud 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/procedures Call Support any time during project Leverage other Blackbaud customer experiences Advance notice on dates/time to plan around project All questions should go through both project managers Time commitment (varies) depending on role What to Expect

27 Blackbaud Professional Services | Page #27 © 2008 Strictly Confidential Material and Property of Blackbaud Project Team Time Commitment

28 Keys to Success

29 Blackbaud Professional Services | Page #29 © 2008 Strictly Confidential Material and Property of Blackbaud Blackbaud is excited about our new partnership and looks forward to making your goals a reality. Participation - Get involved, speak up, and share Communication - Talk early and often Teamwork - Work together to keep projects coordinated Timely Decisions - Rely on your Blackbaud experts for assistance Have fun! Keys to Success

30 Blackbaud Professional Services | Page #30 © 2008 Strictly Confidential Material and Property of Blackbaud Final 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 weaver US industrialist and philanthropist Founder of a Pittsburgh, PA based steel company Mr. Andrew Carnegie, 1835 - 1919

31 Questions?


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