tsi – transforming solutions,...

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TSI – Transforming Solutions, Inc.www.transforming.com

Copyright 2013 – all rights reserved - Intellectual Property of TSI – Transforming Solutions, Inc.

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TSI “gets” Higher Education


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Clients – World Class For Profit and Progressive Higher Education

3Copyright 2013 – all rights reserved - Intellectual Property of TSI – Transforming Solutions, Inc.

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TSI Overview

We EXECUTE strategies successfully

IDENTIFIESand implements strategy, process, organization, and technology improvements

REDUCESunnecessaryexpenses, improves financial controls and organizational performance

IMPROVESservice and product quality that increases customer loyalty and satisfaction

FOCUSESon growth-oriented, mid-market companies and progressive higher education institutions


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How We Work: TSI's Core Service Offerings

Creating a technology roadmap; Aligning technology to ensure technology enables the strategy of the business

Objectively assessing critical technology to ensure strategic alignment and evaluating ERP Platforms

Assessing all aspects of Portfolio, Program, and Project Management (P3M) to improveproject delivery, and to executethe strategy of the organization

Ensuring Delivered Results “Stick” by maximizing adoption - Change Management is critical to project success.

Training employees on process changes to build self-sufficiency in an organization and remove barriers to change

Building a culture of continuous improvementthat streamlines operations, enables growth, and creates value


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Project Context

Gap is ours to

fill


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Do you REALLY know me and my preferences:

• Who am I linked to?

• What organizations am I a part of?

• What are my unique preferences?

• What influences my engagement and giving behavior?

• What do I expect to gain from this relationship?

• What do I want to give (financial, non-financial)?

How should we engage a friend, alumni, donor, corporation, organization based on our relationship and where they are in their lifecycle?

Changing Needs

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Endowed Professor in College of

Business (UIUC)

Unrestricted Amount

Sponsored Research at

UIC

Joint Venture at UIS

Solicit, Receive, Recognize, Process, Administer, Account, Report, and Maintain Relationships

Tailoring this to who we are interacting with

Changing needs


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What machinations does your organization need to go through to pull a list of constituents for key events?

What machinations do you put your constituents though?


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Donors

VolunteersFundraisers

DonorsCompanies

Students

Alumni/ae

PresidentVP Adv

Colleges

SupportOrganizations

VolunteersFundraisers

Companies

Students

What? Who?

When?How?

Event 1Event 2

Gift 1

Gift 2

DB 1 DB 2

Students’Families

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DB 3

DB 4 DB 5

Alumni/ae

SupportOrganizations


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Advancement strategy and processes are rarely coordinated across different units of the institution…leading to inefficiencies and overlaps/conflicts

Valuable data not easily available to the people involved in advancement functions; not always current, consistent and accurate

Coordination of activities thwarted by multiple data sources and poor awareness of other departmental initiatives

The “constituent’s” needs on how the institution interacts with him/her are not always understood nor easy to satisfy…e.g. personalization of contact, relationships between constituents

Centralized data privacy and security policies often not implemented in favor of “data hoarding”


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Needs


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Scope of Work

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Advancement Technology - Easy, Functional and Pragmatic


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For Discussion


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Dan FeelyManaging Partner847.705-0960 x 202

[email protected]


tsi – transforming solutions,...

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