1. 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.

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

3. 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

4. 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

5. 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)

6. 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

7. 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