ADVANCE ILLINOIS Campus Overview Sessions May 21-23, 2014.

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Presentation transcript:

ADVANCE ILLINOIS Campus Overview Sessions May 21-23, 2014

ADVANCE ILLINOIS PROJECT UPDATE Christy Devocelle UIF Vice President for Development Services 2

PROJECT PURPOSE AND VALUE The Advance Illinois project will create a long- lasting foundation for world class advancement strategies and practices. AI will be a catalyst in the strategic transformation that will improve engagement beyond management into understanding and engagement at many levels, and with that, the results of fundraising. 3

The project is focused on cross department/campus/unit cooperation in the Advancement Community to achieve unprecedented collaborations and consensus.

FUNCTIONAL TEAM REPRESENTATION Functional Teams Alumni Membership and Groups Annual Giving and Marketing Communications Team Leads: Paul Curnette, Melissa Ingram Core Principles Team Lead: Katie Blum Corporate and Foundation Relations Team Lead: Mark Nolan Development / Prospect Management Team Lead: Alex Schmidt Donor Stewardship and Recognition Team Lead: Lea Ann Gross EDMS Team Lead: Ray Cunningham Event Management Team Lead: Jennifer Foss Reporting/ BI: Team Lead: Tyler Fitch Research Team Lead: Patrick Nowlan Revenue Operations Team Lead: Brian McCall Individuals Represented 162 Functional Team Members Individuals Not Represented Project Office Members and Technical Team Members Assigned as Technical

AI IMPLEMENTATION Blackbaud Constituent Relationship Management (CRM) Alumni and Donor Enterprise Advancement system: Transition from desktop-based FACTS to web-based CRM with UIF as custodian of database on behalf of the Advancement Community. Hyland OnBase: Electronic Documents Management System replacing current system, Document Manager. Business Intelligence: Rebuilding and enhancing all reporting tools integrated with CRM 6

PROJECT OVERVIEW 7

11/2013 Contract Approval (11/25/13) 11/ /2014 Project Kickoff Project Team Orientation Communication Change Management Project Team Training Environment Installation 2/2015 – 9/2015 Conversion Test Runs (TR2-TR4) User Acceptance Testing (UAT) 10/2015 Final Run Conversion Mock Go Live Go-Live for all Users 11/ / /2016 System Stabilization Ongoing Support INITIATEPLANDESIGNTESTDELIVERSUPPORT End User Training PROJECT TIMELINE 2/ /2015 Design Sessions & Walkthroughs System Configuration Conversion Test Run 1 (TR1) Custom Work – Sprints Enterprise Document Management System (EDMS) Data Warehouse and Business Intelligence (BI) Reporting 8

PROJECT COMMUNICATIONS Advance Illinois website You can the project at Bruce Adams at or send a suggestion via the website feedback form.feedback form Monthly newsletter on the 15 th of each month. to be Presentations to groups across campuses and units Project communications will be directed towards the interests and concerns of stakeholders. Your feedback is crucial. Please share your thoughts. 9

ADVANCE ILLINOIS Questions

AGENDA 1:30 pm – 2:30 pm Blackbaud Overview Presentation Lindsay Bessick, Senior Enterprise Educational Consultant, Blackbaud 2:30 pm – 3:00 pm Question and Answer period Lindsay Bessick 3:00 pm – 5:00 pm In Depth Presentation on CRM Functionality Lindsay Bessick 11

Lindsay Bessick Senior Enterprise Educational Consultant Blackbaud, Inc. An overview of the Blackbaud Constituent Management System 12