Your Strategic Plan and Roadmap - PowerPoint Presentation

Slide1

Your Strategic Plan and Roadmap

PART II

Slide2

Navigating the muddy waters

Slide3

Research On-lineConferencesNetworkingVendor Demos

Focus GroupsInclude the tech savvyThe neededThe challenged…and the nay-sayers

Condensed Road Mapping

Where did we begin?

Slide4

Determining the Road Map

Guiding Principles

Available Technology and Trends

Overview of Current Environment

What we Heard, Goals, Objectives

Slide5

Guiding Principles

Implement leading edge solutions that align with business requirements

that have demonstrated success at similar or aspirational organizations

Move toward cloud and hosted options to

reduce overhead and provide a wider range of functionality

Align technology and security with central computing environment to leverage University resources/pricing

“Best of Breed” approach to product selection rather than staying in Higher Ed Fundraising space

Slide6

Shared trends with Focus Groups

Contextual data driving value

With more data than ever – we can develop improved insights and begin to customize experience –

BIG Data can now be USED!

As context increases, cyber targets increase

The more information we collect – the greater a target we become.

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API economy is strongAPIs enable information access and exchange between systems. APIs provide key to best of breedPartnership vs. Platform ManagementShift toward solutions that do not require traditional infrastructure is freeing up key resources to partner the business units to make data driven decisions and introduce competitive products, quickly and at scale

Shared trends with Focus Groups

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Shared Current Environment

Application

Purpose

Status

Blackbaud CRM (BBEC)

Support Fundraising and Alumni Programs; Core Donor

and Alumni Data

On currently

supported platform – upgrade to 4.0

Blackbaud

CRM (BBIS)

Outward Facing Alumni & Donor Engagement

Not

yet implemented

eTouches

Alumni and Donor Events

Supports all events

Luminate

E-mail;

Advocacy; Giving Pages

Move to

Vocus

; Mailchimp;

Give

Corps

QuadWrangle

Alumni Info Feed and Networking APP

Currently

reviewing options

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ApplicationPurposeStatusCampus callTelemarketingMaintained by Ruffalo CodyMIPFinance SystemAnnual Upgrade RFDDisbursementsHome Grown– need to purchase vs. maintatinFMSUsed by Finance for Unitization, etc.Home Grown tool – would like to eliminate if possibleBackStopInvestment ManagementMinimal support requiredDirector’s DeskBoard PortalUser friendly tool needed

Shared Current Environment

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Shared Current Environment

Application

Purpose

Status

MS 365

E-mail, Skype, SharePoint

Launch SharePoint

ADP

Payroll

Investigating other uses

GiftWrap

Planned Giving

Planned Giving Office is contact point – integrated with Foundation Web Page

iSupport

Track requests/metrics

Legal and facilities looking to move to this system

Aurora WordPress

Foundation Web Page

University Managed Platform

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Current Environment: Data Acquisition

Application

Purpose

Status

Admissions

To collect parent data

Updates annually

Registrar

Source of Student/Alumni Data

Updates annually

UConn/UConn

Health Human Resources

Faculty/Staff data to support Close to Home

As available

General

Vendors

E-mail, Address,

employment

As

budget permits

Ruffalo

Phone, Address, E-mail

Daily updates

E-mail update boxes

Collect all Bio changes

Daily updates

Wealth & Assets

Blackbaud Updates as needed – Political

Donations, etc.

Easy to use

Address Updates

NCOA Updates using Blackbaud

Tools

Not sure this is best solution

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Current Environment: Architecture

Fully virtualized environment supporting performance and scalability

All hardware housed in UITS or hosted by application vendor

Full disaster recovery site maintained in Springfield, MA

Hardware and software managed by Staff

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Current Environment: Services

Programming Services

Application development & Maintenance

Queries and Reports

Business Analysis & Training

IT & Help Desk

Network and Infrastructure Development & Maintenance

Desktop support – Help Desk

Prospect Management

Caseload and Pipeline management

Prospect Management alerts and reporting

Training

Slide15

Current Environment: Services

Research and Analysis

Comprehensive research products

Proactive Prospect Identification; News Alerts

Query and Analysis Support

Data Services

Gift and Biographic information processing

Lockbox and Telemarketing integration

Daily and Cumulative receipting

Pledge Management

Event Revenue Management

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What we heard – What works well?

Service is wonderful, helpful, responsive, great to work with and patient.

Systems we engage with right now, work very well.

Query is great, powerful tool, help with queries is excellent – great partnership with Business Analysts

etouches

– onboarding process great partnership!

Email requests boxes work extremely well!

Created fabulous reports and tools for Annual Giving

Research team is great with quick turnaround

Reports work really well!

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Great feedback – will continue to:

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What we heard – Where we need to improve

IT Interns and ability to manage questions/quality of IT intern candidates

Get a ticket from the Help Desk but then don’t hear anything

Archived document search is very difficult with no rhyme or reason

Yammer – need more people to join and use

Staff needs a better understanding of off-site culture

Give us down and dirty – no long para about company, etc. especially public companies would rather research have time for more focus on caseload building; proactive research

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Areas for overall improvement

Work with External Relations to build out new Foundation Portal; focus on document access

Interface with all departments should work in a similar manner

Shift research further to proactive

On-site staff needs to better understand off-site culture

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What we heard – Data Enhancements

Capture social media interactions to identify affinities – user retargeting ads

Utilize data from social media – Evertrue? QuadWrangle

Track programs at the school level, Health Specialties

Integrate with HEP to enhance matching gift program

Update current political donations and party affinity

Apply more resources to data cleansing and acquisition

Point in time constituencies – ability to know affiliation at time of gift

Improve system integration – GiveCorps, etouches

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What we heard - FELIX Enhancements

Send alert when someone registers for an event

Visual Mapping Capability

Import function from Outlook into FELIX Mobile optimization of FELIX

We need more canned reports

Ability to do text search for segmenting, identifying constituents with similar interests and affinities

Enhanced Mini bio reports

We need to get reports to donors on-line

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Next steps for FELIX Enhancements

Donor Portal to provide reports, bio update capability, pledge reminders, etc.

Continue to build reports – most popular queries should become reports for ease of use and decreased data errors

Add Mobile and Office 365 integration

Critical to replace current mapping tool

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What we heard – New/Enhanced Applications

General ledger in Cloud; get off annual upgrade;

RFD (currently in-house – move to off-shelf cloud)

Director’s Desk – need to look for alternative system

HRB is underutilized

HRB system that we can easily control – tie back to HR system

Tracking system (Cloud based) – tie back to HR system

Online performance evaluation process

Conflict of Interest tracking software program

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What we heard – New/Enhanced Applications

Need to replace SharePoint

Document Management System – cost is very high $150K

Ability to hold virtual events – tools are available and what do we need to do to be ready

Need to move off legacy systems for finance - Web Reporting & Millennium View FELIX on iPhone/mobile device

Need a Visualization Tool – Tableau is currently not deployed

Enhance text search capability (invite, engage, donor interests)

Further

etouches

features/modules

Online payments and receipts

Move to MailChimp – by July 1

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Next Steps - New/Enhanced Systems

Complete migration to 365 (SharePoint) – use SharePoint for improved document workflow

Possible replacement or enhancements to MIP; integration of standalone RFD system (built in-house)

Add additional automated tools to support HR

Research and implement a more user friendly Board Portal

Integration of etouches and other systems with API

Gift Processing goes paperless – integrate with lockbox; offer on-line receipts and cumulative giving reports (Donor Portal)

Begin to utilize Tableau for Business Intelligence

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What we heard – Documentation and Training

Need a system for document workflow

Training is a big issue – make it MANDATORY

Training admins on smart phones, skype meetings, genera AV training

Provide tips and tricks for the iPhone 6

Improve the AV in Conference Room 120

Provide more cross training opportunities

Need to be able to pull data easier for better customer service

Before changing reports, please contact development to get their thoughts

More training for fundraisers on FELIX Reports – helping them prep for the road

Documentation of reports

Running queries (quarterly refresher and more templates)

Slide27

Improve Documentation and Training

Work with Senior managers to develop a culture of training on technology; require better skillsets upon entry

Simplify infrastructure and focus helpdesk staff on AV and desktop training

Consider several FELIX training refreshers as part of in-service or other natural training forums

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Security and Infrastructure

Hardware initiatives to simplify server structure

SharePoint Online to facilitate focus on collaboration capabilities.

Network re-design which will allow us to integrate better into the UITS campus network

PCI compliance and similar activities continue to be critical

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Remember a road map is over 3-5 yearsDevelop Budget proposal – what is realisticDevelop Tactical PlanIdentify additional resource requirementsTechnical Skillsets? Training? Is outsourcing needed?

This is overwhelming!!!

Slide30

What if we don’t Road Map?