Project Kickoff

Vicki Ann Frawley, Project Director

Margaret J. Ross, Engagement Manager

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 Project Kickoff

Agenda
Blackbaud overview
Project approach
Implementation methodology overview
Project schedule
Project teams and responsibilities
Logistics/governance/communications
Keys to success
Questions

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 Introductions
Project Kickoff

Your Blackbaud Team

Charlie Cumbaa, Executive Sponsor

Vicki Ann Frawley, Project Director
Margaret Ross, Engagement
Manager
Eric Mitchell, Design Lead
Sara Kessler, Configuration Lead
Ken Scott, Architect
Jason Fleming, Conversion Analyst
Kate Butler, Educational Consultant
Cindy Van Dierendonck, Educational
Consultant
Steve Lonsinger, Project Advisor
John Kelly, Account Executive

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Blackbaud Overview
 Your Solution

The Boston University solution

Business Process Optimization Assessment

Analysis of current Development and Alumni Relations processes
Provide recommendations for incorporation into eCRM design

Prescriptive Blackbaud eCRM/NetCommunity Implementation

Replace Development and Alumni Relations UIS database
Leverage Blackbauds Higher Education expertise
Implement best practices

Two custom interfaces file based transfers

Student Information System
Post to GL

Blackbaud OnDemand Service

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Project Approach & Methodology
 Our Approach

We believe in partnering with our Customers to align our

technology with people and processes to provide a
complete solution.
People o Former fundraisers, nonprofit executives, Big
Four consultants, and technology experts
o Wealth of best practices and thought leadership
o Proven enterprise market experience

Process o Collaborative end user-driven design approach

o Extensive project oversight and management
o Tailored training curriculum

Technology o Scalable, industry leading technology

infrastructure
o User friendly, fundraising-specific functionality
o Integrated, leading edge software solutions

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 FOCuS Implementation Methodology

Blackbauds Methodology provides you with the tools you

need to succeed.

Define and Plan Phase

Blackbaud and Boston University
work to define the solution
requirements, plan the project
timeline, and determine project
resources.
Design Phase
Create and validate system
configuration and business
processes.
Build and Test Phase
Build and test the designed solution.
Deliver and Support Phase
Roll out the final solution to end
users.
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 FOCuS Implementation Methodology

Define and Plan Phase

Objectives
Define a solution to support the
business objectives.
Formulate roadmap
Determine major project objectives,
participants, and timeline.
Key Activities
Interviews
Analyze Business Requirements
Define project procedures and
timeline
Analyze Data and Develop Prototype

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 FOCuS Implementation Methodology

Design Phase
Objectives
Define key business processes that
will support the business objectives
Improve processes
Key Activities
Map functional area business and
system processes
Outline configuration
Map data
Plan for testing

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 FOCuS Implementation Methodology

Business Process BluePrint Example

Alternate Case 2 Update Alternate Address

Associated Activity Step Details

# Action
1. Update the old address, if applicable. Include the information source.
2. Add a new address, if applicable. Complete all required fields.
3. Update shared addresses as necessary:
Open the applicable relationship or constituent records.
Stop sharing the address, share a new address, or enter a unique, unshared
address
Return to step 8 in the primary path.

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 FOCuS Implementation Methodology

Data Map Example

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 FOCuS Implementation Methodology

Build and Test Phase

Objectives
Build technical solution
Comprehensively test the solution
Plan for deployment and end-user
training.
Key Activities
Data Validation
System Testing
Deliver and Support Preparation
Workforce Management
Develop End-User Training

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 FOCuS Implementation Methodology

Deliver and Support Phase

Objectives
Deploy technical solution and
redesigned business processes.
Transition end-user support and
training responsibilities to Boston
University and Blackbaud Customer
Support.
Key Activities
Final Conversion and Configuration
Training
Post-Production Assistance
Project Closeout

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 FOCuS Implementation Methodology

Project Management
Objectives
Ensure on time, on budget service
delivery
Establish single point of contact for
Blackbaud
Ensure quality work products
Adherence to methodology
Key Activities
Project reviews and status
Resource and task coordination
Budget analysis
Issue escalation and resolution

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 FOCuS Implementation Methodology

Deployment Plan & Go Live CheckList Example

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Project Schedule
 Estimated Project Timeline

Project & Quality Management

June/July August September October - January
June/July August September October - January April 11 July 11 August 11
10 10 10 December 10 March 11 April 11 July 11 August 11
10 10 10 December 10 March 11

Define & Plan

~ 3M

Design

~ 9M

Build & Test

Blackbauds

~ 3M

Deliver & Support

~ 2M

Implementation Methodology

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Project Teams and Responsibilities
 Why Me?

A large tailored software implementation requires a strong

network of highly capable people to be successful.

Process experts
Experience with the organization
Knowledge of current business
processes
Technical skills/know-how
Good communication skills
Team player
Ability to balance large project with
current responsibilities
Insight to help tailor a custom
software solution

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 Project Team

Boston
Blackbaud
University
Executive Executive Executive
Sponsor/Director Sponsor Level

Project Project Management

Manager Manager Level

Lead Process Resources

Consultants Experts

Conversion Technical
Analysts Resources

System
End Users
Consultants

Technical
Other Staff
Experts

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 Executive Team

PROJECT SPONSORS

Janet OBrien, AVP - Applications

Lisa Uglialoro, AVP - Advancement Services
Vicki Ann Frawley, Director of Strategic Services

EXECUTIVE SUPPORT TEAM

Scott Nichols , Vice President DAR

Tracy Schroeder, CIO
Charlie Cumbaa, President ECBU

KEY RESPONSIBILITIES

Provides primary project sponsorship

Ultimately responsible for the success of the project
Encourages a productive environment for the entire
implementation team
Monitors the progress of the project

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 Management Team

ProjectMANAGERS
PROJECT Management Team
Tim Leonard Project Manager
Margaret Ross Engagement Manager

KEY RESPONSIBILITIES

Acts as primary point of contact for the project

team members
Acts as the liaison between teams and
departments participating in the project
Ensures the successful and timely execution of
project tasks
Reviews and approves project deliverables
Conducts project status reporting
Escalates issues to the appropriate Boston
University resource for resolution

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 Resources

Blackbaud
CONSULTANTS Consulting Team
Eric Mitchell Design Lead
Sara Kessler Configuration Lead
Ken Scott Architect
KEY RESPONSIBILITIES

Provides industry and application expertise

Designs the new system, processes, and data maps
Facilitates design validation sessions
Configures and supports the new system during the project
DEVELOPERS

Jason Fleming Conversion Analyst

KEY RESPONSIBILITIES

Maps application data

Develops conversion programs and processes

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 Resources

Operations
APPLICATION Team
ADMINISTRATOR

<Member Name> <Member Title>

KEY RESPONSIBILITIES

Maintains and supports the application for end-users

Provides support to end-users on a variety of issues
Identifies, researches, and resolves application issues
Participates in weekly planning sessions
Provides a leadership role in system testing process

DATABASE ADMINISTRATOR

<Member Name> <Member Title>

KEY RESPONSIBILITIES

Installs, configures, and/or optimizes the DBMS as

recommended by Blackbaud
Performs backup and recovery of the databases
Resolves database security and connectivity issues

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 What to Expect

Blackbaud does many implementations a year. Problems

will come up, but its our job to help you. Here is what to
expect from us.
Getting started (what to expect in the first few weeks)
Project resources/procedures
Call Support any time during project
Leverage other Blackbaud customer experiences
Advance notice on dates/time to plan around project
All questions should go through both project managers
Time commitment (varies) depending on role

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 Project Team Time Commitment

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Keys to Success
 Keys to Success

Blackbaud is excited about our new partnership and looks

forward to making your goals a reality.

Participation - Get involved, speak

up, and share
Communication - Talk early and
often
Teamwork - Work together to keep
projects coordinated
Timely Decisions - Rely on your
Blackbaud experts for assistance
Have fun!

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Final Thoughts
Teamwork is the ability to work together
toward a common vision. The ability to
direct individual accomplishments
toward organizational objectives. It is the
fuel that allows common people to attain
uncommon results.

Son of a Scottish weaver

US industrialist and philanthropist
Founder of a Pittsburgh, PA based
steel company

Mr. Andrew Carnegie, 1835 - 1919

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Questions?