1. Local Experts Meeting September 17, 2013

2. Agenda Welcome/Introductions New Things Happening –Data Warehouse Project for FY14 Business Requirement Documents (BRDs) in Flight All Things DARCY Support –Help Desk Metrics & Known Issues Cool Things to Share (functional perspective) Open Discussion October Meeting Agenda Planning: –Topics Ideas or Volunteer Speakers for October 2

3. Welcome/Introductions Name Department

4. New Things Happening Data Warehouse Project for FY14 –Paul DiBello ITS Strategic perspective –Sharon Shatas Functional user perspective 4

5. BRDs in Flight BRDAreaDescriptionStatus Reunion High to LowYC and YSMReport to view funds generated with Reunion Recognition Credit for any specified YC/YSM class, which includes a rolled up summary and detailed version by person. Revisions from UAT testing Annual Fund High to Low Alumni FundReport to examine the funds generated with Reporting Recognition Credit for any specified social class for any fund year. In development NCOAAlumni Records National Change of Address. Quarterly processing to update home address. In development Gift ReportFundraisingReplacement of DEV_0017 (gift report) from BERT. This will provide a canned report from the revenue recognition perspective. Requirements gathering Joint Indicator FlagFundraisingIndicates reporting credit issued to more than one constituent. Value= “J”, (joint). This will display on the Recognition History, Revenue History, Query/export In development Data Integrity ERB Modifications Contribution Processing Error/warning messages in DARCY for certain revenue transactions. Requirements gathering Yale Fundraising Pledge and Cash Flow Tracking Report FundraisingAd-hoc report for Schools/Units and other University areas in order to view what dollars are scheduled to be received for designations. UAT testing 5

6. All Things DARCY Support Help Desk Metrics & Known Issues

7. Cool Things to Share

8. Open Discussion 8

9. October Meeting Agenda Planning James Shamas: SDLC Topics Ideas or Volunteer Speakers for October & beyond 9