Wesleyan’s Journey Deb Treister, Director of Planning & Administration

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Presentation transcript:

Advancement Systems – The path to finding the right system for your institution Wesleyan’s Journey Deb Treister, Director of Planning & Administration Jane Jylkka, Project Leader Karen Hook, Affinaquest Project Manager

The Quest-WesNext Technology audit - Fall 2015 Abila conference – Spring 2016 Internal decision to make the move – Spring 2016 Campaign end – Summer 2016 RFP process – Summer 2016 Demos – Fall 2016 Decision – January 2017 Hired full time Project Manager – April 2017 Project start - April 2017 Projected go live – July 2018

The Quest-WesNext Vendors RoundCorner/Salesforce Affinaquest/Salesforce Blackbaud Slate-No response Ellucian-Declined to engage

The Quest-WesNext Demos Key Decision Makers RoundCorner/Salesforce Affinaquest/Salesforce Blackbaud Key Decision Makers VP University Relations (UR), Major Gifts, Operations, Research, Engagement, IT

The Quest-WesNext Project Management Project Manager Team Structure Team member job descriptions Expectations Communications

The Quest-WesNext Timeline Planning (April-June) Discovery (June-July) Just because you can, doesn’t mean you should Review contracts Discovery (June-July) Business process v. mapping Discovery detachment v. prototyping reality with staff Prototyping (August-October) Why am I sitting through this?

The Quest-WesNext Timeline Continued Train the trainers (November) Testing, 3 rounds (December-April) Parallel testing (April-June) Go live (July) Training (July/August)

The Quest-WesNext Contact Information Deb Treister, dtreister@Wesleyan.edu Jane Jylkka, jjylkka@Wesleyan.edu Karen Hook, khook@Wesleyan.edu