The Advancement Services track is proudly sponsored by Come Together Now: University-wide Data Integration The Advancement Services track is proudly sponsored by Visit Grenzebach Glier and Associates in the America Ballroom at booth 29 to learn how their expertise can support your work.

Come together now: university-wide data integration Case district 1 conference March 15, 2019

Executive Director Advancement Services Tufts University panelists Marah atwell Christina devries Judy doherty Russell gelinas Executive Director Information Management Systems & New Media, Advancement Dartmouth College Executive Director Advancement Services Tufts University Executive Director Advancement & Financial Services Worcester Polytechnic Institute Senior Director of Technology Enterprise Data Collaboration Northeastern University Advance integrates with PeopleSoft supported by 12 Advancement IT FTE DBA, BI and limited Developer support from Central IT Salesforce integrates with Workday supported by 3.5 Advancement IT FTE DBA and BI support from Central IT & Advancement Advance integrates with Banner + Oracle supported by 15 Advancement IT FTE DBA and BI support from Central IT Salesforce integrates with Banner supported by 11 Advancement IT FTE Infrastructure support from Central IT

Advancement Environment University Environment Marah Atwell Executive director advancement services Tufts University Advancement Environment University Environment Staffing Details Advance integrates with PeopleSoft 107k Alums $103M VSE in FY17 Salesforce (online community) Salesforce Marketing Cloud Cvent Evertrue Scalefunder CampusCall Tableau Implementing CRM Advance Go-live slated for summer 2020 Integrations with: PeopleSoft SIS PeopleSoft Financials Slate University Data warehouse Endowment Financials Veterinary hospital client database Central IT support for: Data warehouse DBAs for Advance Snaplogic (integration tool) SIS feed 12 Advancement IT staff: 1 Technology Manager oversees: 3 Sr. Programmer/Analysts Reporting Programmer Analyst Reporting Sr. Business Analyst 1 Associate Director oversees: 2 Business Analysts 1 Quality Assurance Specialist 1 Help Desk/Operations 1 Trainer

Advancement Environment University Environment Christina DeVries Executive director advancement & Financial services Worcester polytechnic institute Advancement Environment University Environment Staffing Details Salesforce integrates with Workday 41k Alums $18M VSE in FY17 Salesforce with Causeview Advancement for gift processing, online giving and events Graduway for alumni networking Salesforce Marketing Cloud Integrations with: Banner AWS Redshift 3.5 Advancement IT staff: AVP Advancement Operations Director Advancement IT Manager of Integrated Media (all external facing IT) Salesforce System Support Analyst (part-time)

Judy Doherty Executive director Information management systems & new media, Advancement Dartmouth college Advancement Environment University Environment Staffing Details Advance integrates with Banner + Oracle + Drupal 82k Alums $217M VSE in FY17 Advance Web 2016 IRA (Institutional Analysis & Reporting via Data Warehouse OBIEE), and Power BI OnBase document management (digital alumni records) Extensis Portfolio for digital asset management (photos) APEX (Gift Opps Catalogue, loaders, access management, etc) iModules Volunteer by EverTrue Dozens of data acquisition services Integrations with: Banner SIS Oracle HRMS and Financials Oracle Identity Management Drupal (Campaign Web Site) Oracle APEX apps Central IT support for: DBAs System Admins Integration Services Authentication Security Data Warehouse Desktop Support 15 Advancement IT staff: (team counts include Directors who are working managers) 6 Programmers, 3 who support Advance 6 Analysts (business systems, consulting and BI/reporting) 1 ad-hoc report writer 2 trainers

Advancement Environment University Environment Russell Gelinas Senior Director of Technology enterprise data collaboration northeastern University Advancement Environment University Environment Staffing Details Salesforce integrates with Banner 220k Alums $125M VSE in FY17 Salesforce Classic for CRM Attend (events) LiveAlumni Evertrue iModules Luminate Upgrading to Salesforce Lightning soon Soon to use Cvent for events Integrations with: Central IT support for: Cognos Infrastructure 11 Advancement IT staff: 1 Senior Director 2 Salesforce Programmers 2 Business Analysts 2 Data Scientists 1 Banner Report Writer 1 Banner Application Admin 2 Salesforce Client Support/Trainers