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FY16 IT Capital Planning Technology Enabled Roadmap
Alumni Affairs and Development – Roadmap February 11, 2015 Page 1 of 32
Department or Functional Area Alumni Affairs and Development
Document Author(s) Julie Broad and Siovhan O’Connor
Current State Describe the current state of your Department or Functional Area as it relates to or is enabled by technology. It is not intended to be a “marketing pitch”
but an accurate depiction of your “As-Is” state and your current challenges.
AA&D relies on technology to support two streams of business/audiences. The first stream is technology that facilitates internal business operations executed by AA&D staff university-wide including affiliate groups such as the Harvard Management Company and the Arnold Arboretum. This includes operations such as prospect research & fundraising, recording and reporting of financial transactions, stewardship of donors, management of events, and direct marketing. Advance, a product by Ellucian, is the system of record for all data to support these activities. Several other complementary applications are integrated with Advance to provide a comprehensive suite of solutions for tele-fundraising, document management, online donation management, reporting, and data visualization. The suite is comprised of a combination of vendor provided products and custom Harvard applications.
The second stream of technology supports university-wide transactions, communications, and engagement with our external audiences – students, alumni, prospects, and donors. The suite of products support business functions such as the alumni community, alumni career networking, events registration, and alumni volunteer fundraising. Beyond facilitating these interactions with alumni, prospects, and donors, these applications play a vital role in the collection of self-reported data that allows us to remain in contact with our constituency as well as better understand how they wish to engage with the University. The suite of products is a combination of vendor products and custom Harvard applications.
Current Challenges:
1. Aging software platforms that are being retired by vendors, in some instances do not meet our business needs, and are not supported with most current browsers or on mobile technology.
2. Data accessibility – some vendors do not provide APIs or other custom means of extracting data. We are missing opportunities to take better advantage of the data we can collect during transactions with our alumni, prospects, and donors. In cases of high value data, we expend a lot of staff resources to implement manual solutions.
3. Data aggregation – integration of data from its many sources (vendor platforms, various schools & departments at Harvard, etc.) in a way that facilitates analysis and reporting across the various types of data to inform business strategy. For example, analyzing all of the points of engagement with a single alumnus/a to evaluate his/her potential as a volunteer or donor.
4. Obsolete technology infrastructures – the current infrastructure for reporting and visualization provided by HUIT is limited and going off of vendor support in April 2015. These limitations have caused AAD to halt development on a queue of visualization projects to help inform decision making. Manual efforts are in employed where possible, but it is time intensive and there is a risk of error. Some questions are left unanswered. The impact of this is felt in
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AAD and across the schools as tools and solutions cannot be leveraged to meet their needs forcing them to seek alternate solutions. Further, AA&D is now required to lead the replacement of the infrastructure where this has previously been led through HUIT partners in Administrative Systems.
5. Collaboration across university and with external audiences – providing collaboration opportunities and mechanisms that meet our security standards for confidential data while meeting the expectations of alumni volunteers and minimizing boundaries.
6. Self-service – allowing alumni and donors to retrieve electronic copies of information from a secure online source. Reduce manual costs and staff time to produce and distribute printed materials and reproduce historical documents.
Academic / Administrative Vision Where are you going? Looking at your department or functional area five years from now, where do you want to be? What is your vision of the future as it
relates to technology?
The information we acquire beginning at the point of admission and then throughout an individual’s lifetime, via the services we provide, is the foundation that supports all we do. This information is best and most frequently sourced directly from the alumnus/a. It allows us to connect and engage in a way that supports mission critical functions from establishing governance of the University (Overseers and elections), to building a team of volunteers to interview applicants, to the data foundation for fundraising activities. Providing a strong value proposition through our alumni community reinforces the connection with alumni to facilitate acquisition of information throughout a lifetime. Organizationally we must be poised to effectively acquire, maintain, analyze, and use this information to drive the business of the University.
Our technology vision will enable us to maximize efficiencies, leverage data to drive business, and increase digital alumni engagement to support the ever evolving needs of a best-of-breed fundraising and alumni relations organization insuring continued financial revenue for decades to come. We are no longer finding a monolithic solution to our technology infrastructure and will focus on the collection and integration of data to the most up-to-date technical functionality that meets business needs.
Benefits
If you achieve your vision, what benefits will it deliver?
Flexible technology portfolio that enables AA&D not only to build for the present case, but to adapt with rapidly changing technology
Leverage technology to enable gift officers while traveling
Increase alumni satisfaction and engagement with the University
Improve ability to establish long-term relationships with alumni and prospects
Improve ability to analyze information to inform alumni relations and prospect management strategy
Streamline and improve processing of information that supports business operations and allows us to most efficiently utilize our staff resources
Provide the University with a fully accessible data repository to better inform business operations, strategies for prospect management, volunteer
management, alumni engagement, and fundraising campaigns
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Which interim objectives will help you meet your five-year vision?
Ob
ject
ive
s
At the end of Fiscal Year 2016, AA&D will have completed a series of projects that
Continue to support and improve upon campaign data collection and reporting
Defines and implements an aggregated data model design and integration opportunities
Transforms traditional operational reporting to more interactive, visualizations and exploration of data
Introduces more automated workflows and reduced manual staff efforts to gain efficiencies
Stabilizes a new series of features in the alumni community and new communication channels for alumni and event attendees
Evaluates and improves upon the organizational structure that delivers technology and operational support university-wide
Recommends replacement systems for other aging platforms that are more sustainable, efficient, and allow AAD to provide better services internally and externally.
In 2-3 years, AA&D will have a supported, stable infrastructure that leverages best-of-breed applications and which can be easily expanded in the future. AA&D will be able to:
Collect and aggregate data from the various sources from which it is generated (alumni community, direct marketing, events, SIS, school applications, etc.)
Implement new alumni engagement metrics
Utilize data in new ways to inform business strategies
Optimize direct marketing efforts
Increase and improve digital interactions with alumni, prospects, and donors
Manage campaign progress and utilize data to inform future strategies and initiatives
Improve data integration/sharing opportunities across all schools
In 4-5 years AA&D will be in the last stages of the campaign. We will be pushing towards final goals and establishing long-term strategies to maintain momentum post-campaign. We will have established a solid data infrastructure that facilitates data driven decision making, aggregates data from many sources both from across and outside of the University, and provides easy access to the data to all schools and units by leveraging the Harvard Data Warehouse. At this time AA&D will be on the path to recommend a new CRM system to manage the life cycle of alumni, prospects, and donors. This will be a key moment as the Advance product that currently is the heart of our business is retired by the vendor. The decisions made in this time period will affect how our organization can best leverage data and technology across the University in years to come.
Short Term (This Coming Fiscal Year) Mid-Term (2-3 Years) Long Term (4-5 Years)
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How will you measure success?
Pe
rfo
rman
ce M
eas
ure
me
nts
1. ACE Project on implemented and stable with incremental enhancements planned for future years.
2. Completion of year 1 of the migration off of Interactive Reporting to QlikView and OBIEE.
3. Recommendations for a replacement for SmartCall, ViaTour, and other aging platforms used to support AAD business.
4. On track for a paperless office and more automated request process for gift processing.
5. Recommendations for workflow management solutions that can be leveraged for Stewardship and other functional groups in AAD.
6. Recommendations and organizational changes underway for technology and operations organizational structure.
1. Implementation of QlikView and OBIEE to meet data visualization, traditional operational reporting, and adhoc querying needs. Tools made available to all AAD units across the schools to provide consistency and leverage internal expertise.
2. Implement an aggregated data model with an open API to allow contribution from or export to a variety of sources including vendor databases, school/unit databases, ERP systems, etc.
3. Publication of new reports, metrics, data visualizations and dashboards based on increased accessibility of data.
4. Increased engagement in the alumni community.
5. More automation of processes to generate staff efficiencies and alleviate workload volume increases created by the Capital Campaign.
1. Established plan for University-wide requirements gathering sessions to inform a new platform selection process.
2. Established list of potential solutions for an RFP process.
3. Collaboration with senior administrators on long-term organizational needs from a CRM system.
4. Collaboration with CIO Council to understand technology plans, needs, dependencies that will inform a long-term CRM strategy.
Short Term (This Coming Fiscal Year) Mid-Term (2-3 Years) Long Term (4-5 Years)
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What IT initiatives will contribute to meeting your long-term vision?
The specific projects necessary to meet the
Objectives and Vision described previously will be documented in an external database
Short Term Projects should have well defined objectives, plans and cost estimates (+/- 15%)
The specific projects necessary to meet the Objectives and Vision described previously will be documented in an external database
Mid Term Projects should have some defined objectives, duration and cost estimates (+/- 50%)
The specific projects necessary to meet the Objectives and Vision described previously will be documented in an external database
Long Term Projects should have a high-level vision, duration and cost estimate (+/- 100%)
Projects should not be entered here. Database accessed via SharePoint: https://hu.sharepoint.com/sites/huitpmo/roadmaps/SiteAssets/RoadmapDB.zip
Data that will be entered in the database for each project includes:
Group: Organizational Area
Sub-Group: The specific grouping within the Organization
Fiscal Years Start: Used to define reporting years
Document Library: View the SharePoint library of roadmaps for the
selected Group
Post PDF: Publish the Sub-Group Report to SharePoint. Used when
Roadmap exercise is complete for the selected Group.
Preview [Sub-]Group Report Buttons: Used to generate Roadmap
Program/Grouping: The grouping within this sub-group for reporting
purposes (optional)
Initiative Name: The name of the initiative being described
Initiative Funding Source: The expected external spend for the
Project (should include facilities, fee-for services, 3rd
party spend, etc.)
Operating Tail funding source: Source for Operational tail (after
project, out years)
Tier Type: Project categorization
Primary Strategic Initiative: Main initiative supported by project
Renewal/Refresh: Project will refresh legacy implementations
Green Initiative: Supports Harvard’s green goals
Reduces Operations…costs: Project will reduce out-year spend
Expected Outputs: Expected outcomes of projects
Roadmap Phases: Stages and expected Start/Finish dates for each
Short Term (This Coming Fiscal Year) Mid-Term (2-3 Years) Long Term (4-5 Years)
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Appendices Please feel free to attach any additional resources that can help provide insight into your current state, vision or roadmap. Appendices are not required but can
be helpful to provide additional information to audiences unfamiliar with your Department or Functional Area.
See attached organization technology overview - 20150205 AAD Systems Applications Overview.pptx
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February 5, 2015
AA&D Systems
Applications Overview
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AA&D Systems Overview
CAADS - Common Alumni Affairs and Development System Practice and Product teams established in 2004
Support ~900 Alumni Affairs and Development and affiliated staff University-wide
AOS - Alumni Online Systems Serve 185K+ registered University-wide alumni worldwide; growing population at
rate of 6% per year, with potential of ~360,000 registered alumni
Serve alumni and non-alumni donors, parents, friends, and other affiliated entities
Support, maintain and manage alumni online products, including the Alumni
Portal, Harris Administration, Online Giving, Alumni Magnet and CrimsonLink
New AOS Product team launched within AA&D Systems in 2011
4 New positions added to CAADS Practice team in 2011
UAR – University Alumni Records Merged into AA&D Systems portfolio in 2009
Source and manage data for all entities tracked by AA&D.
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FY15 Priorities CAADS
Campaign Dashboard enhancements
Planning project – migration from Interactive Reporting to QlikView and OBIEE
Advance Web Upgrade
SmartCall Upgrade
Enhanced system notifications to frontline officers
New feed from SIS
AOS ACE – Alumni Community Evolution
CrimsonLink HLS Launch and future enhancements
AlumniMagnet support for onboarding Clubs & SIGS
Other AA&D Initiatives Improved conference room technology
FileMaker upgrade and server replacement
Office 365 Migration
Staff Education – Policies, procedures, data confidentiality, etc.
Digital Asset Management
Migrate paper gift transaction request forms online with workflow
Evaluate scanning and lockbox services to move to paperless office
Organizational evaluation for delivery of technology and operations services
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Applications Overview
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CAADS Teams
Team Charter Support, maintain and manage the CAADS product suite and integration with other
applications, including (but not limited to) Advance, SmartCall, GiftWrap, and HUIE.
Key Responsibilities Create/understand each product roadmap and have a plan to realize that roadmap.
Ensure all products are on a path to support operational needs for Campaign.
Ensure all products meet Harvard policies (security, financial, etc.) as well as industry (e.g. PCI) and independent auditor requirements.
Ensure necessary integration points are in place to facilitate data exchange and content exchange.
Minimize duplication of functionality between products; leverage functionality that exists elsewhere.
Support emerging Alumni Affairs and Development initiatives and priorities.
Ensure technology solutions can be leveraged University-wide.
Collaborate on technology solutions with AA&D Staff across the University.
Provide education opportunities and support systems for staff using CAADS applications.
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AOS TeamsTeam Charter Support, maintain and manage AA&D and FAS alumni online products, including (but
not limited to) the Alumni Portal, Online Giving, Alumni Magnet, CrimsonLink and Reunion Technologies.
Key Responsibilities Create/understand each product roadmap and have a plan to realize that roadmap.
Ensure all products are on a path to be ready for public launch of Campaign.
Ensure all products meet Harvard policies (security, financial, etc.) as well as industry requirements (e.g. PCI).
Ensure necessary integration points are in place to facilitate authentication, data exchange and content exchange.
Minimize duplication of functionality between products; leverage functionality that exists elsewhere with AA&D/FAS or outside them.
Support emerging AA&D and FAS security initiatives and priorities.
Ensure technology solutions can be leveraged University-wide.
Collaborate on technology solutions with Alumni Relations and Development Staff across the University.
Provide education opportunities and support systems for staff using AOS applications.
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University Alumni Records (UAR)
Team Charter
Maintains and communicates, where appropriate, biographical information to support
Alumni Affairs and Development business initiatives.
Key Responsibilities
Evaluate sources of updated information for alumni, donors, prospects and other
entities
Maintain the currency and integrity of biographical information for entities tracked
University-wide
Provide operational resources for AAD, FAS, HKS, and other schools as contracted
Manage vendor relationships
Manage biographical maintenance policy & procedures
Consult with schools and units on biographical data policy
Identify data policy issues and develop resolutions
Facilitate and participate in a variety of university-wide committees
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AA&D Systems Organizational
Structure
University CIO
HUIT
Administrative Technology
Services (ATS)
CAADS Practice (9)
Release Management
AA&D -VP
AA&D Administration
AA&D Systems
CAADS Product Team (4)
AOS Product Team (4)
Reporting/Analytics
(2)
Education & End User
Support (5)
University Alumni
Records (10)
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AAD Systems Collaboration & Communication
CAADS Advisory Committee Monthly meeting with reps from AAD, FAS,
HBS, HLS, HMS, SPH, HKS
Advise on strategic & operational priorities
Advise on policy
Established in 2007
Internal Governance for CAADS
Products
ACE Steering Committee Monthly meeting with reps from AAD, HPAC,
HUIT, HKS
Advise on strategic & operational priorities
Advise on policy
Internal Governance for ACE Project
CAADS LPM Committee Monthly Meetings
All schools & units Represented
Established in 2004
Communication to Schools/Units
about CAADS projects
Open forum for school collaboration
Review policy changes, application
changes, project requests
AOS Partners Committee Quarterly Meetings
All schools & units Represented
Established in September 2012
Communication to Schools/Units
about AOS projects
Open forum for school collaboration
Review policy changes, application
changes, project requests
Online Giving Steering Committee Monthly Meetings
All schools & units represented
Advise on strategic & operational priorities
Advise on policy
Established in 2012
Governance committee for online
giving
Open forum for school collaboration
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AAD Systems Collaboration & Communication
Biographical Data Managers Quarterly meeting
Reps from all schools
Advise on strategic & operational priorities
Advise on policy
Communication to Schools/Units
about UAR projects
Open forum for school collaboration
Review policy changes and project
requests
UAR Client Meetings Quarterly meeting
Reps from client schools
Review service levels & completed
work
Schedule new projects & establish
priorities
Adhoc Reporting Group Monthly Meetings
All schools & units Represented
Communication to Schools/Units
about Interactive Reporting
Open forum for school collaboration
Assistance with report development
questions
CAADS/AOS Leadership Meetings
CAADS/AOS Full Team Meetings
Release Management Meetings
Team Managers
Full Teams Product & Practice
HUIT & CAADS/AOS Managers
Weekly & Bi-Weekly operational
meetings to facilitate work across
teams
Customer/Stakeholder meetings Monthly/Quarterly Meetings – RSO, HAA,
Senior Managers, HBS Operations, University
Planned Giving, HMC
Check ins and collaboration session
with key stakeholders
Stakeholder meetings to be
expanded
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AAD Systems Collaboration & Communication
Ongoing Training Courses CAADS & AOS Product courses for new staff,
advanced training, etc.
Registration through CWD
Training delivered online or by
Education & End User Support Team
LPM Weekly Newsletters Tuesdays – updates to CAADS LPM. To be
established for new AOS LPM group
General project updates, reminders
about deadlines, reminders about
requests for feedback
CAADS Quarterly Newsletter Quarterly newsletter to all users Communication about application
updates, policy reminders, answers
to common questions
CAADS/AOS Site on the Source AA&D University-wide Intranet site Resources – links to applications,
policy & procedure documents, job
aids, training information, etc.
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CAADS Applications
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Advance Business Sponsor: AAD –Tamara Rogers
Internal Users AA&D staff University-wide including:
Fundraisers/Gift Officers, Alumni Relations
Managers, Alumni Affairs & Development
support services and operations staff across
the University
~ 900 staff
Functions/Features Alumni & entity record management
Prospect strategy and relationship
management
Gift and Fund Processing
Donor Relations/Stewardship
Research
Events Management
Communications
Operations
Over 1 million entities tracked
Over 6 million gifts tracked
Launched October 2004
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
Ellucian product
Integration Points Internal
SmartCall, Recurring Subscription Mgr,
Contact Report Management, ADM,
QlikView applications
AOS Product Suite (Harris, etc.)
External:
HUIT HDW
HBS Data Warehouse
HLS Data Warehouse
SIS
Oracle Financials (G/L)
Platform used to facilitate development (fundraising) activities and contact management
across the University. System of Record for all gift transactions to the University.
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Advance
What do we do in Advance? Track and manage alumni, students, donors, prospects
Identify segments of alumni for solicitations and marketing
Identify potential prospects, net worth, inclination
Track correspondence, visits, meetings and engagement
Track staff assignments, next steps/strategy for short and long-term solicitations
Track gifts and pledges
Track gift terms (legal restrictions for spending funds)
Track and manage volunteer solicitors
Track memberships to the Museums and Arboretum
Record data to facilitate measuring key business metrics
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SmartCall Business Sponsor: FAS –Charlie Cardillo/Nancy Conroy
Internal Users Student phonathon callers – “Crimson
Callers”
Crimson Caller student supervisors
Crimson Caller managers in FAS Development
~ 80 students
~ 10 internal staff
Functions/Features Collection of pledges and credit card gifts
Calling to domestic and international alumni
Conversation scripts for callers
Thank you notes from students
Metrics reporting on calling
Time clock and payroll for student workers
Note – credit card charges are
processed through online giving at
Harris Connect, not in SmartCall
Launched 2005
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
Ellucian product
Integration Points Advance Advance is original source of
information
Contact updates and pledge/gift
information exported to Advance
Data is regularly refreshed from
Advance
Platform used to facilitate tele-fundraising for all schools across the University. Schools
contract with Crimson Callers to execute calls and solicit gifts.
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ADM Business Sponsor: AAD – Tamara Rogers
Internal Users AA&D staff University-wide including:
Fundraisers/Gift Officers, Alumni Relations
Managers, Alumni Affairs & Development
support services and operations staff across
the University
~ 900 staff
Functions/Features Document storage for:
Key gift documents
Gift/Fund Terms
Obituaries
Key correspondence
Photographs of entities
Large documents summarized in text fields in
the application
Launched 2005
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
Ellucian product
Integration Points Advance
UltraSeek
Fully integrated with Advance;
contextual links in product
UltraSeek provides text search for
key gift documents
Document Management system fully integrated with the Advance product.
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Recurring Subscription Manager Business Sponsors: AAD – Denise Gorayeb, Bob Conry
Internal Users Authorized AA&D staff University-wide ~ 25 staff
Functions/Features Gift processors can review and modify
recurring gift subscription attributes.
Changes are made simultaneously to the
Cybersource and Advance records related to
the subscription
Launched November 2012
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
Custom development in .Net, Java,
Oracle
Integration Points Advance
CyberSource
Nightly data refresh
Web-based application developed in-house to manage recurring donation subscription
changes. Allows gift processors in the schools/units to manage changes in a single
transaction that will update both Advance and CyberSource while maintaining PCI
Compliance.
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QlikView Business Sponsors: AAD – Tamara Rogers
HHR – Rita Moore
Internal Users Authorized AA&D staff University-wide
Authorized HHR staff
~ 300 staff
~ 50 staff
Functions/Features HUIE – CAADS data mining application
hPAD – Harvard Moves Management
Dashboards (Launched July 2012)
Campaign Management dashboards
(launching April 2014)
Human Resources Analytics (HRA)
dashboards
Exploring ideas for future
dashboards
Launched October 2008
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
QlikTech product
Integration Points Advance
HHR Data Warehouse
Nightly data refresh
Monthly data refresh
Web-based BI software. Multiple dashboards provide both AA&D and Harvard Human
Resources analytics capabilities.
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GiftWrap Business Sponsors: AAD – Anne McClintock
HMC – Pamela Yang
Internal Users Authorized AAD University Planned Giving
Office Staff
Authorized HMC staff
~ 9 staff
~ 10 staff
Functions/Features Track planned gifts
Manage payments/distributions to
beneficiaries and donors
Produce tax documents (e.g.,1099s for
donors)
** NOTE: Only AA&D Systems
application that stores HRCI
Launched 2011
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
pgCalc product
Integration Points HMC help desk Nightly data export
Web-based planned gift and payment management software. Facilitates management of
these gifts within AA&D and at Harvard Management Company (HMC).
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Contact Report Manager Business Sponsor: AAD – Siovhan O’Connor
Internal Users AA&D staff University-wide including:
Fundraisers/Gift Officers, Alumni Relations
Managers, Alumni Affairs & Development
support services and operations staff
University-wide who travel to visit alumni and
prospects, or support those who do.
~ 300 staff
Functions/Features Review contact/trip reports for assigned
prospects
Add new contact/trip reports
Review basic contact information for a
prospect
Link to Google Maps with directions
Direct dial for phone numbers from a mobile
device
Mobile device compatible
Launched in November 2013
Launched 2013
Hosting Internal – 60 Oxford Street; Supported by
HUIT and ATS
Custom Harvard developed product
Integration Points Advance Fully integrated with Advance, with
immediate updates to both systems.
Web application that allows users to write and/or review contact/trip reports for people in their prospect
portfolio while on the road
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AOS Applications Overview
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Alumni Portal Business Sponsor: HAA – Anne Cushing/ Philip Lovejoy
External Users University-wide Alumni,
Associate Members, Program
Participants, Students (limited
access)
395,000 potential
185,000 registered
Internal Users AA&D staff University-wide ~ 200 staff
Functions/Features Alumni Directory
Career Networking
Event Registration
Email Marketing
Discussion Boards
Launched August 2005
Hosting External – SaaS Harris Connect
Integration Points PIN
Reunion Technologies
Advance
CyberSource
Authentication
Nightly data exchange
Platform used to facilitate engagement and connections amongst alumni and between
alumni & students, and to maintain a long-term connection to the University.
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Online Giving Business Sponsor: UDO – Sarah Kruse
External Users Alumni and non-alumni donors
Internal Users Univ-wide AA&D staff ~ 80 staff
Functions/Features One-time gifts
Recurring donations
University-wide forms
School/unit forms
Launched August 2005
Hosting External – SaaS Harris Connect
Integration Points HBS
Advance
CyberSource
HBS LEFA authentication
Nightly data exchange
Platform used to facilitate credit card donations to the University and provide information
on making other types of gifts such as cash/check, stocks, and planned gifts.
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CrimsonLink Business Sponsor: FAS – Siovhan O’Connor
External Users Alumni volunteers FAS alumni
HBS alumni
HLS alumni
Internal Users FAS, HBS, HLS Development
Functions/Features Self-service assignment
Update addresses
Enter contact notes
Enter pledges
Report on class progress
Launched April 2011
Hosting Internal 60 Oxford Street
Integration Points PIN
Advance
Nightly data exchange
LEFA Authentication
Platform used to enable alumni fundraising volunteers to solicit peers and classmates for
annual pledges. Enables Harvard staff to manage teams of volunteers efficiently.
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AlumniMagnet Business Sponsor: HAA – Chandra Mohammed/
Jennifer Flynn
External Users Alumni, Alumni club
administrators
HAA Clubs & SIGS
HLS
Varsity Club
Internal Users HAA, Varsity Club, HLS, AOS
staff
~ 15 staff
Functions/Features Club Directory
Event Registration
Email Marketing
Donation forms
Potential Expansion to
support class pages
Launched 2009
Hosting External – SaaS OmniMagnet
Integration Points PIN
Advance
CyberSource
Events RSS feed
Nightly data exchange
Platform used to enable HAA Clubs and Special Interest Groups (SIGS) to host web sites,
manage memberships, and engage members through events and marketing. Common
platform for all clubs using a single, shared database.
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Class Reports Business Sponsor: HAA – Courtney Shurtleff
External Users Alumni in a reunion period ~30,000 per year
Internal Users HAA Class Reports Office 3-5 staff
Functions/Features Alumni Essay submission portal
Alumni bio data updates
Book preparation and editing
Book publication
Launched 2006
Hosting External – SaaS Reunion Technologies
Integration Points Alumni Portal
Advance
Authentication
Semi-automated data
feed; partial data
Allows alumni to connect with each other and the University through published essays they
write during their reunion years. Books are printed and provided to the class. Alumni are
allowed to donate money to cover the cost of production.
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