SlideShare una empresa de Scribd logo
1 de 19
Descargar para leer sin conexión
Fundraising Software
Implementation
Project Summary
Blackbaud eCRM Selected (BBeC)
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
2
People
TechnologyProcess
BBeC Project
Team Work and Cooperation!
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
3
BBeC Project
Goals and Objectives
Implement and Convert the existing Fundraising Database
FR100 to Blackbaud Enterprise CRM Database
Go-Live June 6, 2016
“Pay it forward” resources will be here for 2 weeks.
Mission critical functional system at go-live
“What we can do now”
 All current processes and procedures available
 All users trained and competent
 All critical go-live reports available
 Functionality based on gold standards and best practices
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
4
BBeC Project
Optimization Goals and Objectives
This is Optimization. To troubleshoot, fix, re-train
and stabilize system after go-live. Also, to
implement any new functionality not part of
mission critical go-live.
1-3 months after go-live (on-going)
“What we can do in future”
“Fix anything we missed”
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
5
BBeC Project
Technology General Information
• BBeC is cloud based available over internet
and using browsers.
• The system will work on all mobile devices.
• Complex password security rules will apply.
• There will be 4 to 5 data conversions phases.
• There will be an on-site test system
(aka Sandbox)
• There will be user labs available.
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
6
BBeC Project
Data Conversion Phases
Process
Review
FR100 Data
Clean up
Convert
(Fusion
Labs)
Testing
&
Adjustment
Approved
or Not
Approved
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
7
BBeC Project
Functional Workgroups Purpose
• Goals and Objectives of Functional Workgroups
– How do we do it now?
(Current State - business processes and workflow)
– How will we do it in new system?
(Future State – business processes and workflow)
– User Case Scenarios – test accounts, reports, etc…
– User Acceptance Testing (UAT) and validations
– Change Control – How do changes affect organization
– Challenges and Resolutions
– Training and documentation material input
– Communication on team progress to Sr. Team
– Time commitments dependent on workgroups
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
8
BBeC Project
Functional Work Groups Roles
• Roles and Responsibilities
– Subject Matter Experts (SMEs)
(Like Super Users but can be on process as well as FR100 expertise.)
– Professional Representative
• The professionals are to approve any policy, process, or
procedures for the workgroups. Also to clarify any process
questions or changes.
– Senior Management Team Representative
• Executive representatives are to provide oversight and leadership
in keeping workgroups focused and on task and provide any final
decisions on escalated challenges.
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
9
BBeC Project
Functional Workgroups
Technology
Ted
George*
Mario
Dana
(JFNA)
Sal (JFNA)
Finance
Ted
Barbara
W.*
Rudy
Donnavan
Maria
Carole
Myrna
Reporting
Ted*
George*
Marisabel
Detra
Michelle
W.
Teresa
Campaign
Operations
Ted
Abbey*
Ofi
Marisabel
Adela
Soiby
Matt
Events+
Ted
Meredith*
Abby M.
Lerida
Adela
Jill
Mimi
Data
Services
Ted*
Barbara F.
Evelean
Seth
Carole
Prospect
Management
Ted
Sydney*
Simon
Abbey
Lerida
Jill
Supp & Corp
Sponsor
Ted
Simon*
Carole
Emily
Abbey
(Alternate)
Communications
Ted
Nicole*
George
Naomi
Tiffany
Bonnie P.
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
10
*Professional Representative
Ted is facilitator for all groups
Steve S. Jeff Bonnie
Jacob
+Super Sunday will have its own
Workgroup
BBeC Project
Functional Secondary Workgroups
PJ Library
Ted
Joy*
Evelean
Inbar
Planning
Ted
Dahlia*
Maayan
Shelley
Inbar
HRD/LEAD
Ted
Mimi*
Lori
JWORK
Ted
Flora*
JCRC
Ted
Carol*
Carmen
CAJE
Ted
Rabbi
Arnie*
Lynda
Bonnie P.
HMC
Ted
Sharon*
Lida
Tiffany
Mishkan
Ted
Rabbi
Fred*
Foundation
Ted
Steve L.*
Jill
Teresa
Tonya
Judy
Emily
APT
Ted
Steve S.*
David
Kawai
Yahaira
Lerida
Jo-Ann
Shelley
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
11
*Professional Representative
Ted is facilitator for all groups
Michelle Steve S.Jeff
Jacob
BBeC Project
Calendar of Milestones
June 2015
Data Clean (ongoing)
Workgroups Started
JFNA Tech weekly calls*
Project Plan Completed
Change Control Begins
July 2015
Workgroups Scheduled
Fusion Project Plan Completed
Functional Design Begins
Data Mapping Begins
Data Clean up Begins pre conversion
Aug 2015
1st Data Conversion
1st Validation Begins
Workgroups Continue
Workgroup User Lab started
September 2015
Sandbox Available 1st round
User Case Scenarios 1st round
Data Clean up based on testing
October 2015
User Case Scenarios Testing Continues
Workgroups Continue
Data Clean up continues
November 2015
2nd Data Conversion
2nd Validation Begins
Workgroups Continue
Workgroup User Lab started
December 2015
Sandbox Available 2nd round
User Case Scenarios 2nd round
Data Clean up 2nd round
January 2016
DSOD and IT continue
February 2016
3rd Data Conversion (IT & DSOD)
3rd Validation Begins (IT & DSOD)
March 2016
DSOD and IT continue
April 2016
All Staff Training Begins
Final Data Validation
Final Change Control
Final User Case Scenario Testing
May 2016
All Staff Training Continued with JFNA
and pay it forward Feds on site
Final Data Cut Over
Go-Live June 6, 2016!
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
12
*Every Week
Schedule is fluid and
subject to change.
Final
Convert
BBeC Project
Communication Plan – Project Status
• Methods
– Newsletter
– Emails
– OneNote Project
– Executive Dashboard
• Schedule
– Periodically
– Various
– Live
– Monthly
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
13
Note: As the project gets closer to Go-Live, these schedules can change to weekly.
The plan is to integrate Project Status Updates into already scheduled meetings and
an agenda item, except for Workgroups they will have to be a different day.
• Meetings
– Executive Updates
– Staff Updates
– Work Groups
• Schedule
– Monthly
– Periodically
– Monthly/Various
Blackbaud Project needs to be part of all regular meetings agenda
BBeC Project
Training
• Sandbox part of workgroups
• Show and Tell throughout
• Self Learning through videos and documents
• Incorporated with professional development
meetings
• Incorporated with regular scheduled meetings
• One on One in some cases
• All staff scheduled class room training in April
and in May with help from other Federation
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
14
Everyone get involved!
• Nick naming the new system competition
• Open access to project documentation and
progress.
• Self learning
• Project teams will be approachable to any
concerns or questions.
• Project updates in regular meeting agendas.
• You might be asked for input from workgroups.
• You will be trained fully and be comfortable in
the new system.
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
15
BBeC Project
Next Steps
• I am opening up the FR100 User Profile Survey if
you want to edit. New people already have
received it. This will be used for permissions and
feedback to FR100 processes.
• Start looking at Blackbaud Videos and documents
• Data clean up already begun and will continue
• Shared project location established
• I will schedule the initial Functional Workgroups
meetings. (Please keep Outlook calendar updated)
• Pre-clean up to first conversion has been
happening and will continue throughout project.
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
16
BBeC Project
Questions?
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
17
BBeC Project
Things to Remember?
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
18
2015
GMJF- DATA SERVICES DEPARTMENT - THEODORE
VAN PATTEN - PROJECT MANAGER
19
We Are

Más contenido relacionado

La actualidad más candente

Project Closure Report
Project Closure ReportProject Closure Report
Project Closure ReportAdam Edwards
 
Project Closure Process Steps PowerPoint Presentation Slides
Project Closure Process Steps PowerPoint Presentation Slides Project Closure Process Steps PowerPoint Presentation Slides
Project Closure Process Steps PowerPoint Presentation Slides SlideTeam
 
Project management closing & reflecting
Project management   closing & reflectingProject management   closing & reflecting
Project management closing & reflectingSuzanne Chapman
 
Software Development Plan
Software Development PlanSoftware Development Plan
Software Development PlanRonald Dove
 
Project Management 3 Scope Management
Project Management 3 Scope ManagementProject Management 3 Scope Management
Project Management 3 Scope Managementgrmkslideshare
 
Delay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDelay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDavid Greig
 
Project audit and closure
Project audit and closureProject audit and closure
Project audit and closureSanjay Vaij
 
As-built Programmes - Part 2
As-built Programmes - Part 2As-built Programmes - Part 2
As-built Programmes - Part 2David Greig
 
Delay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDelay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDavid Greig
 

La actualidad más candente (20)

Project closeout-report
Project closeout-reportProject closeout-report
Project closeout-report
 
Project Closure Report
Project Closure ReportProject Closure Report
Project Closure Report
 
Project Closure Process Steps PowerPoint Presentation Slides
Project Closure Process Steps PowerPoint Presentation Slides Project Closure Process Steps PowerPoint Presentation Slides
Project Closure Process Steps PowerPoint Presentation Slides
 
Final Project Closing
Final Project ClosingFinal Project Closing
Final Project Closing
 
Free PMP Sample Q & A
Free PMP Sample Q & AFree PMP Sample Q & A
Free PMP Sample Q & A
 
Company project kick off
Company project kick off Company project kick off
Company project kick off
 
Project management closing & reflecting
Project management   closing & reflectingProject management   closing & reflecting
Project management closing & reflecting
 
Software Development Plan
Software Development PlanSoftware Development Plan
Software Development Plan
 
Project kick off
Project kick offProject kick off
Project kick off
 
Free PMP Sample Q & A
Free PMP Sample Q & AFree PMP Sample Q & A
Free PMP Sample Q & A
 
Project Management 3 Scope Management
Project Management 3 Scope ManagementProject Management 3 Scope Management
Project Management 3 Scope Management
 
Delay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDelay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme Errors
 
Project audit and closure
Project audit and closureProject audit and closure
Project audit and closure
 
Stepwise planning
Stepwise planningStepwise planning
Stepwise planning
 
As-built Programmes - Part 2
As-built Programmes - Part 2As-built Programmes - Part 2
As-built Programmes - Part 2
 
Project closeout transition checklist
Project closeout transition checklistProject closeout transition checklist
Project closeout transition checklist
 
Delay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme ErrorsDelay Analysis - Correcting for Programme Errors
Delay Analysis - Correcting for Programme Errors
 
Free PMP Sample Q & A
Free PMP Sample Q & AFree PMP Sample Q & A
Free PMP Sample Q & A
 
Free PMP Sample Q & A
Free PMP Sample Q & AFree PMP Sample Q & A
Free PMP Sample Q & A
 
Project management software consulting
Project management software consultingProject management software consulting
Project management software consulting
 

Destacado

Tech M&A Monthly: 10 Rules for Writing an Executive Summary That Sells
Tech M&A Monthly: 10 Rules for Writing an Executive Summary That SellsTech M&A Monthly: 10 Rules for Writing an Executive Summary That Sells
Tech M&A Monthly: 10 Rules for Writing an Executive Summary That SellsCorum Group
 
How to write an Executive Summary for your Business Plan
How to write an Executive Summary for your Business PlanHow to write an Executive Summary for your Business Plan
How to write an Executive Summary for your Business PlanAbhilash Ravishankar
 
Real Delivery: Presenting as Yourself
Real Delivery: Presenting as YourselfReal Delivery: Presenting as Yourself
Real Delivery: Presenting as YourselfChiara Ojeda
 
Business Of Software Summary
Business Of Software SummaryBusiness Of Software Summary
Business Of Software Summaryfelixtrepanier
 
Executive Summary StartUp@Singapore
Executive Summary StartUp@SingaporeExecutive Summary StartUp@Singapore
Executive Summary StartUp@SingaporeBernard Leong
 
Great Executive Summaries
Great Executive SummariesGreat Executive Summaries
Great Executive SummariesAndy Forbes
 

Destacado (8)

Tech M&A Monthly: 10 Rules for Writing an Executive Summary That Sells
Tech M&A Monthly: 10 Rules for Writing an Executive Summary That SellsTech M&A Monthly: 10 Rules for Writing an Executive Summary That Sells
Tech M&A Monthly: 10 Rules for Writing an Executive Summary That Sells
 
How to write an Executive Summary for your Business Plan
How to write an Executive Summary for your Business PlanHow to write an Executive Summary for your Business Plan
How to write an Executive Summary for your Business Plan
 
Real Delivery: Presenting as Yourself
Real Delivery: Presenting as YourselfReal Delivery: Presenting as Yourself
Real Delivery: Presenting as Yourself
 
Business Of Software Summary
Business Of Software SummaryBusiness Of Software Summary
Business Of Software Summary
 
Executive Summary StartUp@Singapore
Executive Summary StartUp@SingaporeExecutive Summary StartUp@Singapore
Executive Summary StartUp@Singapore
 
Slide-OLOGY
Slide-OLOGYSlide-OLOGY
Slide-OLOGY
 
Great Executive Summaries
Great Executive SummariesGreat Executive Summaries
Great Executive Summaries
 
Digital in 2016 Executive Summary
Digital in 2016 Executive SummaryDigital in 2016 Executive Summary
Digital in 2016 Executive Summary
 

Similar a Blackbaud project kick off summary

Capello Pw 2011
Capello Pw 2011Capello Pw 2011
Capello Pw 2011tigcap
 
Capello Pw 2011
Capello Pw 2011Capello Pw 2011
Capello Pw 2011tigcap
 
Sahar Kamal's CV _2016
Sahar Kamal's CV _2016Sahar Kamal's CV _2016
Sahar Kamal's CV _2016Sahar Kamal
 
ERP / MRP - Selection, Qualifying, Implementation
ERP / MRP - Selection, Qualifying, ImplementationERP / MRP - Selection, Qualifying, Implementation
ERP / MRP - Selection, Qualifying, Implementationwww.SMARTvt.org
 
Course 1 Requirements Definition Overview.pptx
Course 1 Requirements Definition Overview.pptxCourse 1 Requirements Definition Overview.pptx
Course 1 Requirements Definition Overview.pptxadikesavulu
 
eCIO PPT Roles for a SAP and Systems Integration Project
eCIO PPT Roles for a SAP and Systems Integration ProjecteCIO PPT Roles for a SAP and Systems Integration Project
eCIO PPT Roles for a SAP and Systems Integration ProjectDavid Niles
 
Deloitte lean agile state of the nation
Deloitte lean   agile state of the nationDeloitte lean   agile state of the nation
Deloitte lean agile state of the nationAlexis Hui
 
Project charter and plan document for millennium upgrade
Project charter and plan document for millennium upgradeProject charter and plan document for millennium upgrade
Project charter and plan document for millennium upgradeTheodore Van Patten, Jr.
 
]project-open[ Roll Out Plan
]project-open[ Roll Out Plan]project-open[ Roll Out Plan
]project-open[ Roll Out PlanKlaus Hofeditz
 
Atidan - BrightWork Project Management 2013 for SharePoint Webinar
Atidan - BrightWork Project Management 2013 for SharePoint WebinarAtidan - BrightWork Project Management 2013 for SharePoint Webinar
Atidan - BrightWork Project Management 2013 for SharePoint WebinarDavid J Rosenthal
 
Training on ASAP Methodology_11.10.2020.ppt
Training on ASAP Methodology_11.10.2020.pptTraining on ASAP Methodology_11.10.2020.ppt
Training on ASAP Methodology_11.10.2020.pptAshwaniKumar207236
 
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0Aptean
 

Similar a Blackbaud project kick off summary (20)

Install PRESTO KPI in 5 weeks
Install PRESTO KPI in 5 weeksInstall PRESTO KPI in 5 weeks
Install PRESTO KPI in 5 weeks
 
5 Steps to a Successful ERP Implementation
5 Steps to a Successful ERP Implementation5 Steps to a Successful ERP Implementation
5 Steps to a Successful ERP Implementation
 
Capello Pw 2011
Capello Pw 2011Capello Pw 2011
Capello Pw 2011
 
Capello Pw 2011
Capello Pw 2011Capello Pw 2011
Capello Pw 2011
 
Sahar Kamal's CV _2016
Sahar Kamal's CV _2016Sahar Kamal's CV _2016
Sahar Kamal's CV _2016
 
JF Burguet - ERP Experiences
JF Burguet - ERP ExperiencesJF Burguet - ERP Experiences
JF Burguet - ERP Experiences
 
ERP / MRP - Selection, Qualifying, Implementation
ERP / MRP - Selection, Qualifying, ImplementationERP / MRP - Selection, Qualifying, Implementation
ERP / MRP - Selection, Qualifying, Implementation
 
Course 1 Requirements Definition Overview.pptx
Course 1 Requirements Definition Overview.pptxCourse 1 Requirements Definition Overview.pptx
Course 1 Requirements Definition Overview.pptx
 
IT NPI Process
IT NPI ProcessIT NPI Process
IT NPI Process
 
Practical experiences of portfolio management
Practical experiences of portfolio managementPractical experiences of portfolio management
Practical experiences of portfolio management
 
MonicaCuevas May2016
MonicaCuevas May2016MonicaCuevas May2016
MonicaCuevas May2016
 
eCIO PPT Roles for a SAP and Systems Integration Project
eCIO PPT Roles for a SAP and Systems Integration ProjecteCIO PPT Roles for a SAP and Systems Integration Project
eCIO PPT Roles for a SAP and Systems Integration Project
 
Deloitte lean agile state of the nation
Deloitte lean   agile state of the nationDeloitte lean   agile state of the nation
Deloitte lean agile state of the nation
 
Project charter and plan document for millennium upgrade
Project charter and plan document for millennium upgradeProject charter and plan document for millennium upgrade
Project charter and plan document for millennium upgrade
 
]project-open[ Roll Out Plan
]project-open[ Roll Out Plan]project-open[ Roll Out Plan
]project-open[ Roll Out Plan
 
Atidan - BrightWork Project Management 2013 for SharePoint Webinar
Atidan - BrightWork Project Management 2013 for SharePoint WebinarAtidan - BrightWork Project Management 2013 for SharePoint Webinar
Atidan - BrightWork Project Management 2013 for SharePoint Webinar
 
Training on ASAP Methodology_11.10.2020.ppt
Training on ASAP Methodology_11.10.2020.pptTraining on ASAP Methodology_11.10.2020.ppt
Training on ASAP Methodology_11.10.2020.ppt
 
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0
Principal Financial Group: Stretching CRM Capabilities with Pivotal 6.0
 
1B project MS V2
1B project MS V21B project MS V2
1B project MS V2
 
ADP Payroll Project
ADP Payroll Project  ADP Payroll Project
ADP Payroll Project
 

Último

Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URLRuncy Oommen
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesDavid Newbury
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Brian Pichman
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdfPedro Manuel
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxUdaiappa Ramachandran
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding TeamAdam Moalla
 
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve Decarbonization
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve DecarbonizationUsing IESVE for Loads, Sizing and Heat Pump Modeling to Achieve Decarbonization
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve DecarbonizationIES VE
 
Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Commit University
 
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...Aggregage
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7DianaGray10
 
AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarPrecisely
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesMd Hossain Ali
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaborationbruanjhuli
 
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfUiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfDianaGray10
 
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfJamie (Taka) Wang
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UbiTrack UK
 
Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1DianaGray10
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Will Schroeder
 

Último (20)

Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URL
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond Ontologies
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )
 
20230104 - machine vision
20230104 - machine vision20230104 - machine vision
20230104 - machine vision
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdf
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptx
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team
 
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve Decarbonization
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve DecarbonizationUsing IESVE for Loads, Sizing and Heat Pump Modeling to Achieve Decarbonization
Using IESVE for Loads, Sizing and Heat Pump Modeling to Achieve Decarbonization
 
Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)
 
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...
The Data Metaverse: Unpacking the Roles, Use Cases, and Tech Trends in Data a...
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7
 
AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity Webinar
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
 
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfUiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
 
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
 
201610817 - edge part1
201610817 - edge part1201610817 - edge part1
201610817 - edge part1
 
Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
 

Blackbaud project kick off summary

  • 2. Blackbaud eCRM Selected (BBeC) 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 2 People TechnologyProcess
  • 3. BBeC Project Team Work and Cooperation! 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 3
  • 4. BBeC Project Goals and Objectives Implement and Convert the existing Fundraising Database FR100 to Blackbaud Enterprise CRM Database Go-Live June 6, 2016 “Pay it forward” resources will be here for 2 weeks. Mission critical functional system at go-live “What we can do now”  All current processes and procedures available  All users trained and competent  All critical go-live reports available  Functionality based on gold standards and best practices 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 4
  • 5. BBeC Project Optimization Goals and Objectives This is Optimization. To troubleshoot, fix, re-train and stabilize system after go-live. Also, to implement any new functionality not part of mission critical go-live. 1-3 months after go-live (on-going) “What we can do in future” “Fix anything we missed” 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 5
  • 6. BBeC Project Technology General Information • BBeC is cloud based available over internet and using browsers. • The system will work on all mobile devices. • Complex password security rules will apply. • There will be 4 to 5 data conversions phases. • There will be an on-site test system (aka Sandbox) • There will be user labs available. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 6
  • 7. BBeC Project Data Conversion Phases Process Review FR100 Data Clean up Convert (Fusion Labs) Testing & Adjustment Approved or Not Approved 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 7
  • 8. BBeC Project Functional Workgroups Purpose • Goals and Objectives of Functional Workgroups – How do we do it now? (Current State - business processes and workflow) – How will we do it in new system? (Future State – business processes and workflow) – User Case Scenarios – test accounts, reports, etc… – User Acceptance Testing (UAT) and validations – Change Control – How do changes affect organization – Challenges and Resolutions – Training and documentation material input – Communication on team progress to Sr. Team – Time commitments dependent on workgroups 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 8
  • 9. BBeC Project Functional Work Groups Roles • Roles and Responsibilities – Subject Matter Experts (SMEs) (Like Super Users but can be on process as well as FR100 expertise.) – Professional Representative • The professionals are to approve any policy, process, or procedures for the workgroups. Also to clarify any process questions or changes. – Senior Management Team Representative • Executive representatives are to provide oversight and leadership in keeping workgroups focused and on task and provide any final decisions on escalated challenges. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 9
  • 10. BBeC Project Functional Workgroups Technology Ted George* Mario Dana (JFNA) Sal (JFNA) Finance Ted Barbara W.* Rudy Donnavan Maria Carole Myrna Reporting Ted* George* Marisabel Detra Michelle W. Teresa Campaign Operations Ted Abbey* Ofi Marisabel Adela Soiby Matt Events+ Ted Meredith* Abby M. Lerida Adela Jill Mimi Data Services Ted* Barbara F. Evelean Seth Carole Prospect Management Ted Sydney* Simon Abbey Lerida Jill Supp & Corp Sponsor Ted Simon* Carole Emily Abbey (Alternate) Communications Ted Nicole* George Naomi Tiffany Bonnie P. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 10 *Professional Representative Ted is facilitator for all groups Steve S. Jeff Bonnie Jacob +Super Sunday will have its own Workgroup
  • 11. BBeC Project Functional Secondary Workgroups PJ Library Ted Joy* Evelean Inbar Planning Ted Dahlia* Maayan Shelley Inbar HRD/LEAD Ted Mimi* Lori JWORK Ted Flora* JCRC Ted Carol* Carmen CAJE Ted Rabbi Arnie* Lynda Bonnie P. HMC Ted Sharon* Lida Tiffany Mishkan Ted Rabbi Fred* Foundation Ted Steve L.* Jill Teresa Tonya Judy Emily APT Ted Steve S.* David Kawai Yahaira Lerida Jo-Ann Shelley 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 11 *Professional Representative Ted is facilitator for all groups Michelle Steve S.Jeff Jacob
  • 12. BBeC Project Calendar of Milestones June 2015 Data Clean (ongoing) Workgroups Started JFNA Tech weekly calls* Project Plan Completed Change Control Begins July 2015 Workgroups Scheduled Fusion Project Plan Completed Functional Design Begins Data Mapping Begins Data Clean up Begins pre conversion Aug 2015 1st Data Conversion 1st Validation Begins Workgroups Continue Workgroup User Lab started September 2015 Sandbox Available 1st round User Case Scenarios 1st round Data Clean up based on testing October 2015 User Case Scenarios Testing Continues Workgroups Continue Data Clean up continues November 2015 2nd Data Conversion 2nd Validation Begins Workgroups Continue Workgroup User Lab started December 2015 Sandbox Available 2nd round User Case Scenarios 2nd round Data Clean up 2nd round January 2016 DSOD and IT continue February 2016 3rd Data Conversion (IT & DSOD) 3rd Validation Begins (IT & DSOD) March 2016 DSOD and IT continue April 2016 All Staff Training Begins Final Data Validation Final Change Control Final User Case Scenario Testing May 2016 All Staff Training Continued with JFNA and pay it forward Feds on site Final Data Cut Over Go-Live June 6, 2016! 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 12 *Every Week Schedule is fluid and subject to change. Final Convert
  • 13. BBeC Project Communication Plan – Project Status • Methods – Newsletter – Emails – OneNote Project – Executive Dashboard • Schedule – Periodically – Various – Live – Monthly 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 13 Note: As the project gets closer to Go-Live, these schedules can change to weekly. The plan is to integrate Project Status Updates into already scheduled meetings and an agenda item, except for Workgroups they will have to be a different day. • Meetings – Executive Updates – Staff Updates – Work Groups • Schedule – Monthly – Periodically – Monthly/Various Blackbaud Project needs to be part of all regular meetings agenda
  • 14. BBeC Project Training • Sandbox part of workgroups • Show and Tell throughout • Self Learning through videos and documents • Incorporated with professional development meetings • Incorporated with regular scheduled meetings • One on One in some cases • All staff scheduled class room training in April and in May with help from other Federation 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 14
  • 15. Everyone get involved! • Nick naming the new system competition • Open access to project documentation and progress. • Self learning • Project teams will be approachable to any concerns or questions. • Project updates in regular meeting agendas. • You might be asked for input from workgroups. • You will be trained fully and be comfortable in the new system. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 15
  • 16. BBeC Project Next Steps • I am opening up the FR100 User Profile Survey if you want to edit. New people already have received it. This will be used for permissions and feedback to FR100 processes. • Start looking at Blackbaud Videos and documents • Data clean up already begun and will continue • Shared project location established • I will schedule the initial Functional Workgroups meetings. (Please keep Outlook calendar updated) • Pre-clean up to first conversion has been happening and will continue throughout project. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 16
  • 17. BBeC Project Questions? 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 17
  • 18. BBeC Project Things to Remember? 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 18
  • 19. 2015 GMJF- DATA SERVICES DEPARTMENT - THEODORE VAN PATTEN - PROJECT MANAGER 19 We Are

Notas del editor

  1. As everyone might know by now Blackbaud Enterprise Customer Relationship Management system was selected by the Federation as our next generation Fundraising database system after the vendor selection process was completed. I first want to thank all of you that participated in the selection process. Besides being the industry leader in CRM products 90% of large and Medium Large Federations are going with this product. Which allows the Federations Collective to design and customize the Blackbaud product specifically to the unique was that Federations operate. I will be the project manager and functional lead and George will be the technical lead. George and I will work together to make sure this project is a success. We have already started the next phase of the Implementation process now that all the paper work is signed and it’s official. In this presentation we will review the three key areas of any implementation, the people, the technology and the process. These need to work in harmony together to succeed in this endeavor. People are behind everything and because of that there is no one person that is perfect.
  2. As you would imagine, George and I can’t do everything or know everything, so it’s very important that we work together and have a common goal in mind and be cooperative. Instead of me emphasizing the criticalness of us working together, I have a short video from some industry leaders. It’s a little humor, but you don’t want to be that decenter who ended up in a precarious situation at the end. Everyone else was trying to figure out a solution.
  3. Highlight what Critical go-live functionality. Talk about Gold Standards – Gold standards are sets of shared resources and policies for all Federations in the collective so that we are all agreeing on the what the software does and how we do business.
  4. Along the way we might find that we can institute new functionality that is part of the software “out-of-the-box” For example better prospect management process and functionality.
  5. All cloud based means that the servers are in a remote location. The mobile htmls will be formatted for the phone or tablet Since it’s available anywhere security needs to be stronger passwords I will talk about the conversion process on next slide
  6. Ok how is this going to work Every process needs to be reviewed “how do we do it now” and “how will we do it in the future” In order for us to be able to do this we need functional workgroups, which I will talk about in upcoming slides.