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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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Page 1: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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

Page 2: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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Alumni Affairs and Development – Roadmap February 11, 2015 Page 2 of 32

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

Page 3: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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Alumni Affairs and Development – Roadmap February 11, 2015 Page 3 of 32

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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Alumni Affairs and Development – Roadmap February 11, 2015 Page 4 of 32

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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Alumni Affairs and Development – Roadmap February 11, 2015 Page 5 of 32

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

Page 17: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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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

Page 19: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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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.

Page 20: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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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

Page 21: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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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.

Page 22: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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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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Alumni Affairs and Development – Roadmap February 11, 2015 Page 24 of 32

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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Alumni Affairs and Development – Roadmap February 11, 2015 Page 26 of 32

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.

Page 30: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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Alumni Affairs and Development – Roadmap February 11, 2015 Page 30 of 32

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.

Page 31: Department or Functional Area - Harvard Universitypmo.huit.harvard.edu/files/huit-pmo/files/aad_vision.pdf · recommend a new CRM system to manage the life cycle of alumni, prospects,

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Alumni Affairs and Development – Roadmap February 11, 2015 Page 31 of 32

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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Alumni Affairs and Development – Roadmap February 11, 2015 Page 32 of 32

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.