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DART Project

DART Project. Update March, 2010. DART - Facts and Background. DART = Donor and Alumni Relationship Tool Replaces DAC = Donor, Alumni & Constituent system 2007 RFP – selected Blackbaud 2008 Fit-Gap to assess Blackbaud Enterprise CRM* (BBEC) 2009 Funding approved; contract signed

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DART Project

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  1. DART Project Update March, 2010

  2. DART - Facts and Background • DART = Donor and Alumni Relationship Tool • Replaces DAC = Donor, Alumni & Constituent system • 2007 RFP – selected Blackbaud • 2008 Fit-Gap to assess Blackbaud Enterprise CRM* (BBEC) • 2009 Funding approved; contract signed • 2010 Working on implementation 2 *CRM = Constituent Relationship Management DART: Donor and Alumni Relationship Tool

  3. Project Organization Overview

  4. DART Project Operating Principles Operating Principles • Broad university-wide engagement (whole community representation) • Focus enterprise-wide on highest impact solutions; prioritize most needed items • Careful review of customizations; be aware of costs and benefits Core Values • Donor- and member-centric in purpose • Productivity is the ultimate goal • Simplicity for the end user • Efficiency in process design • Forward-looking in approach 4 DART: Donor and Alumni Relationship Tool

  5. Timeline Design, data conversion and programming will occur through end of 2010 • 6-months extensive testing, final data verification, system tweaks, training, and unit readiness preparations Go Live scheduled for Summer 2011

  6. DART – Current Activities • Software 1st Round Testing – Constituent functional area (Includes donor/alumni biographical data, relationships, organizational data, and other basic data) • Sprints(Blackbaud programming) – Revenue functional area (Includes gift processing, reporting & lifecycle of the gift) • DesignTeams Underway – Annual Giving, Campaign, & Prospect Research • Design Coming Up – April - Prospect Management, Stewardship and Planned Giving in April; June – Events, more Online Community in June • Data mapping/conversion – Constituent, Revenue data • Developing System Interfaces – Revenue 6 DART: Donor and Alumni Relationship Tool

  7. Keeping Informed / Providing Input Input opportunities • Product Demos • E-mail a question to DART-FAQ@umich.edu DART Project Web Site http://tinyurl.com/DARTproject 7 DART: Donor and Alumni Relationship Tool

  8. DART Demonstration • Guided tour of Blackbaud’s base product. • Design teams are working with Blackbaud to configure this base product for U-M’s needs. • This 15 minute recording (by Karen Isble and Peg Lutz) is divided into three short segments. • Launch the recorded demonstrationhttp://tinyurl.com/DARTdemo1 • For optimal viewing, configure your display settings to 1152 X 864.

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