1. 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

2. 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

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

4. 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

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

6. 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?

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

8. The Quest-WesNext
Contact Information
Deb Treister,
Jane Jylkka,
Karen Hook,