1. Project Kickoff Vicki Ann Frawley, Project Director
Margaret J. Ross, Engagement Manager

2. Agenda Blackbaud overview Project approach
Project Kickoff
Agenda
Blackbaud overview
Project approach
Implementation methodology overview
Project schedule
Project teams and responsibilities
Logistics/governance/communications
Keys to success
Questions

3. Introductions Your Blackbaud Team Charlie Cumbaa, Executive Sponsor
Project Kickoff
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

4. Blackbaud Overview

5. The Boston University solution
Your Solution
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

6. Project Approach & Methodology

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

8. FOCuS Implementation Methodology
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.

9. Define and Plan Phase Objectives Key Activities
FOCuS Implementation Methodology
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
Talking Points
Objectives
Goals – Determine the major issues to be solved
Understand Value – Establish a common understanding of the value to be gained from this effort
Craft Solution – Recommend a viable solution to support the business objectives
Define 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 Activities
Interviews – 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.
Deliverables
Request For Proposal (RFP)
Pre-Consultation Survey

10. Design Phase Objectives Key Activities
FOCuS Implementation Methodology
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
Talking Points
Out 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.
Objectives
Execution of the plan to meet business objectives.
Process Identification – Define key business processes that will support the business objectives
Define 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 efficiencies
Determine which business processes can be automated to achieve maximum benefits and efficiencies.
Key Activities
Process 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.
Deliverables
Process Design and Configuration
Data Map
Prototype Data Conversion

11. Business Process BluePrint Example
FOCuS Implementation Methodology
Business Process BluePrint Example
Alternate Case 2 – Update Alternate Address
Associated Activity Step Details #
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.

12. FOCuS Implementation Methodology
Data Map Example

13. Build and Test Phase Objectives Key Activities
FOCuS Implementation Methodology
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
Talking Points
Here 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 run
Objectives
Configure System – Develop technical solution to automate key business processes
Quality Assurance – Comprehensive testing of the technical solution to confirm it meets BGCT’s requirements
Acceptance – Verify end-user acceptance of system
Build 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 Activities
Data 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.
Deliverables
Mapping Changes Document
Cutover Plan
Test Plan
Test Scripts

14. Deliver and Support Phase
FOCuS Implementation Methodology
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
Talking Points
Objectives
Implement – Set up technical solution and redesigned business processes
Future Planning – Provide recommendations for long term system usage
Deploy technical solution and redesigned business processes.
Transition end-user support and training responsibilities to The Seattle Foundation and Blackbaud Customer Support.
Key Activities
Final 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.
Deliverables
Final Converted Data
Post Go Live Assessment

15. Project Management Objectives Key Activities
FOCuS Implementation Methodology
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

16. Deployment Plan & Go Live CheckList Example
FOCuS Implementation Methodology
Deployment Plan & Go Live CheckList Example

17. Project Schedule

18. Project & Quality Management
Estimated Project Timeline
Project & Quality Management
June/July ‘10
August
‘10
September ‘10
October - December ‘10
January – March ‘11
April ‘11 …
July ‘11
August ‘11
Define & Plan
~ 3M
Design
~ 9M
Build & Test
Blackbaud’s
~ 3M
Deliver & Support
~ 2M
Implementation Methodology

19. Project Teams and Responsibilities

20. Why Me?
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

21. Executive Sponsor/Director
Project Team
Boston University
Blackbaud
Executive Level
Executive Sponsor/Director
Executive Sponsor
Project Manager
Project Manager
Management Level
Lead Consultants
Process Experts
Resources
Conversion Analysts
Technical Resources
System Consultants
End Users
Technical Experts
Other Staff

22. EXECUTIVE SUPPORT TEAM
Executive Team
PROJECT SPONSORS
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

23. Project Management Team
PROJECT MANAGERS
Tim Leonard – Project Manager
Margaret Ross – Engagement Manager
KEY RESPONSIBILITIES
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 Consulting Team
Resources
Blackbaud Consulting Team
CONSULTANTS
Eric Mitchell – Design Lead
Sara Kessler – Configuration Lead
Ken Scott – Architect
KEY RESPONSIBILITIES
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
DEVELOPERS
Jason Fleming – Conversion Analyst
KEY RESPONSIBILITIES
Maps application data
Develops conversion programs and processes

25. Operations Team APPLICATION ADMINISTRATOR KEY RESPONSIBILITIES
Resources
Operations Team
APPLICATION ADMINISTRATOR
<Member Name> – <Member Title>
KEY RESPONSIBILITIES
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
DATABASE ADMINISTRATOR
<Member Name> – <Member Title>
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

26. What to Expect
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

27. Project Team Time Commitment

28. Keys to Success

29. Keys to Success
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!

30. 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,

31. Questions?