1 / 11

DART Project Update

DART Project Update. Preparing for our transition Finance Unit Liaisons September 2010 . Donor and Alumni Relationship Tool. New fundraising system replacing the Donor, Alumni, and Constituent Database (DAC). Based on Blackbaud Enterprise CRM (BBEC) Customized to meet U-M’s needs

arawn
Download Presentation

DART Project Update

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. DART Project Update Preparing for our transition Finance Unit Liaisons September 2010

  2. Donor and Alumni Relationship Tool • New fundraising system replacing the Donor, Alumni, and Constituent Database (DAC). • Based on Blackbaud Enterprise CRM (BBEC) • Customized to meet U-M’s needs • University-wide investment to: • Track all information about entities (constituents) seamlessly in one book of record (enterprise wide system) • Enable better information integration with the university’s financial system • Enhance online giving to improve the alumni and donor experience • Reduce supplemental and shadow systems • Meet U-M compliance needs effectively (e.g., financial reporting)

  3. Project Organization Overview

  4. Getting ready for transition Sept. 2010 Jan. 2011 July 2011 Aug. 2011 Oct. 2011 • Cross-campus input on system design: • 14 design teams, over 100 representatives from schools, colleges, and units • Preparing for change • Unit representatives will prepare units to use DART (Unit Liaison Program): • Identify unit impacts, individuals who will need training, and more • DART system testing starting in 2011 • Classroom training and online training materials available for support • Continued demonstrations and software previews coming System Design & Awareness Preparation Training Go Live Stabilization Readiness Assessment Testing

  5. Finance & Development Driving closer collaboration through DART

  6. Life Cycle of the Gift Development Enters Gift Mpathways/General Ledger Tracks Fund Availability and Utilization

  7. Revenue Design Team Members Jarrod Van Kirk – FinOps (Co-Lead) Cathy Spickard – OUD (Co-Lead) • Patrick Franklin – OUD • Sharon Geva – ITS • Barb Gomez – OUD • Larry Jonas – Michigan Radio • Linda Kline – OUD • Darwin Matthews – OUD • Kim McDade – Cancer Center • Julie Niedbala – OUD • Chris Ososki – ITS • Carson Rizor – Michigan Radio • Bobbie Simson – Engineering • Sheryl Szady - OUD Thomas Madden – ITS (Co-Lead) Jean Rauchholz - FinOps (Co-Lead) • Jennifer Barnett – Treasurer’s Office • Shelly Crundwell - Engineering • Lisa Harris - ITS • Christina Luo – Law • Lori Maddix de Hernandez - SNRE • Darwin Matthews - OUD • Ken Witherspoon - ITS

  8. Revenue Design Highlights Revenue Design teams reviewed: • Pledge accrual • Processing of gifts and pledges • Matching Gifts • Recurring Gifts • Benefits/Premiums • Coding gifts for the General Ledger • Short Codes/Designations/Allocations • Donor intent • Donor challenges

  9. Highlighted Revenue Capabilities Better tracking of Donor Intent • Current State: • Unspent gifts due to difficulty in tracking specific purposes • Difficulty identifying donor intent (spreadsheets or imaging) • Supporting documents found in imaging • Future state in DART: Assign attributes to each gift fund • Standards & free form attributes will be available. • Will be able to query attributes, e.g., merit based or need based scholarships. • Big Win – DART users get at the core intent of the gift quickly • Financial users will have access to revenue information

  10. Questions?

  11. Communications & Resources • Recent Communications • July/August Project UpdateTalking Points • Change Management Plan • Unit Liaison Program • Financial Community Update • DART Frequently Asked Questions • Upcoming Communications • September DART Newsletter • September Project UpdateTalking Points • Get information online: • DART website (http://tiny.cc/dart_project) • RSS feeds (subscribe to updates)

More Related