Category: DARWIN News

Annual Giving & Marketing Communications Design Underway

December 17th, 2010 in DARWIN News

On Monday, December 6, the Annual Giving design process commenced.  Covering areas such as direct mail appeals, segmentation, retention efforts, and correspondence, we hope to finalize this design on February 9, 2011.

System Design: What is involved?
The Design phase will review six key functional areas that will inform the final design of our new system:

  • Core Principles
  • Revenue
  • Annual Giving & Marketing Communications
  • Alumni Membership & Events
  • Prospect Management
  • Donor Stewardship & Recognition

 

For each functional area, a design cycle progresses through the following stages:

  • Design Preparation
    Product sandbox configuration, development of session agendas and materials
  • Walkthroughs and Concepts
    Discussion of existing business processes and demonstration of product features
  • Configuration and Concept updates
    Product configuration based on business process discussions
  • Design review
    Demonstration of newly configured components within product sandbox
  • Validation and Unit testing
    Boston University validation and testing of configuration and business rules
  • Design team sign-off & Deliverable Acceptance
    Boston University process expert approval of vendor design

 

By the end of the design process, a clear picture will emerge of how our new system will work so that testing and refinement of the DARWIN program can begin. Over the next few months, teams of functional experts from all disciplines within Development & Alumni Relations and associated BU departments will partner with Blackbaud designers to customize the eCRM product to Boston University’s business requirements.

Core Principles, Revenue Design Complete

December 17th, 2010 in DARWIN News

Acceptance of Core Principles and Revenue Design
On November 19 and December 14 of this year, Boston University delivered system design approval to our vendor for the Core Principles and Revenue business areas, respectively. Each of these approvals resulted from weeks of design discussions, decision sessions and functional workflow validations by DARWIN Process Expert committees, as well as the Core Project Team.

System Design: What is involved?
The Design phase will review six key functional areas that will inform the final design of our new system:

  • Core Principles
  • Revenue
  • Annual Giving & Marketing Communications
  • Alumni Membership & Events
  • Prospect Management
  • Donor Stewardship & Recognition

 

For each functional area, a design cycle progresses through the following stages:

  • Design Preparation
    Product sandbox configuration, development of session agendas and materials
  • Walkthroughs and Concepts
    Discussion of existing business processes and demonstration of product features
  • Configuration and Concept updates
    Product configuration based on business process discussions
  • Design review
    Demonstration of newly configured components within product sandbox
  • Validation and Unit testing
    Boston University validation and testing of configuration and business rules
  • Design team sign-off & Deliverable Acceptance
    Boston University process expert approval of vendor design

 

By the end of the design process, a clear picture will emerge of how our new system will work so that testing and refinement of the DARWIN program can begin. Over the next few months, teams of functional experts from all disciplines within Development & Alumni Relations and associated BU departments will partner with Blackbaud designers to customize the eCRM product to Boston University’s business requirements.

Commencement of Phase 2: Design

October 25th, 2010 in DARWIN News

On July 12, 2010, the second phase (Design) of the eCRM implementation officially began. Over the next few months, teams of functional experts from all disciplines within Development & Alumni Relations will team up with Blackbaud designers to customize the eCRM product for BU.

Design phase will review six key functional areas that will inform the final design of our new system. The design team will also develop custom reporting and interfaces with other BU departments. By the end of this process, we will have a clear picture of how our new system will work and can begin testing and refining the DARWIN program, within the Build & Test phase.

 

Completion of Phase 1: Define & Plan

October 1st, 2010 in DARWIN News

Define and Plan—the first of four eCRM implementation phases—came to completion with the formal acceptance of the project plan and charter on September 17, 2010. The phase primarily encompassed preparation, documentation, project and resource planning, and initial data conversion activities.

Our Data: Out of the old, into the new.

August 25th, 2010 in DARWIN News

The migration of our legacy alumni data to the Blackbaud system has been progressing smoothly. We have supplied the initial extract of our complete datasets to Blackbaud for conversion into the eCRM product. This data conversion process will occur simultaneously with the functional area review mentioned above, as they are dependent on each other.