1. 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

2. 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
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3. 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
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4. 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
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5. CIS Needs Technical considerations Cloud first strategy
Data Integration
Administration
Security
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6. OAAD Needs Functional considerations Ease of use
Reduce dependency on shadow systems
Reporting and dashboards
Integration
360 degree view
Analytics
Business process reviews
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7. 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
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8. Working with a consultant
Purpose
Technical and Functional Assessment
Market Analysis
Request for Proposal
Evaluating Cost
Executive Summary
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9. 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
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10. Managing Organizational Change
Present a vision
Create common expectations
Re-define business processes where appropriate
Engage stakeholders
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11. Questions
Mary Carole Starke Mark Romanovsky bit.ly/nercomp_alum17
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