CRM Selection and Approval

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Presentation transcript:

CRM Selection and Approval “A Change Will Do You Good” Mary Carole Starke, AVP for Operations Mark Romanovsky, Senior Programmer Analyst Vassar College bit.ly/nercomp_alum17

Agenda Where we started Collaboration between Advancement (OAAD) and Computing and Information Services (CIS) Technical considerations Utilizing campus wide database committee Working with a consultant Technical and functional assessment Market analysis Request For Proposal (RFP) Process Executive summary Where we are now Managing organizational change #NERCOMPPDO2

Where we started Banner contract up in 2020 Moving to Banner 9 HR and Finance deciding to move to Workday Best of breed discussions started Buy-in from senior leadership Presidential transition Campaign timing #NERCOMPPDO2

Vassar College offices involved Office of Alumnae/i Affairs and Development (OAAD) Buy-in from the Vice President Key team members Computing and Information Services (CIS) Buy-in from the CIO and Deputy CIO Key team member in Mark Romanovsky Utilizing Banner Implementation Steering Committee Communicating the need #NERCOMPPDO2

CIS Needs Technical considerations Cloud first strategy Data Integration Administration Security #NERCOMPPDO2

OAAD Needs Functional considerations Ease of use Reduce dependency on shadow systems Reporting and dashboards Integration 360 degree view Analytics Business process reviews #NERCOMPPDO2

Working with a consultant Reason for hiring a consultant Longevity of team at Vassar Changing landscape in the Advancement space Time Outside perspective Ability for OAAD staff to be heard Find out what we don’t know #NERCOMPPDO2

Working with a consultant Purpose Technical and Functional Assessment Market Analysis Request for Proposal Evaluating Cost Executive Summary #NERCOMPPDO2

Where we are now Vendor Demonstrations from RFP results Timeline Affinaquest (Salesforce platform) thankQ (Microsoft Dynamics / Sequel) Blackbaud NXT Slate Timeline April through January 2018 #NERCOMPPDO2

Managing Organizational Change Present a vision Create common expectations Re-define business processes where appropriate Engage stakeholders #NERCOMPPDO2

Questions Mary Carole Starke mastarke@vassar.edu Mark Romanovsky Romanovsky@vassar.edu bit.ly/nercomp_alum17 #NERCOMPPDO2