Sept. 14, 2018 HE-PAG Meeting: Recording Link And Slides

Derek Clark
Derek Clark
Tenth Anniversary Participant Facilitator 1 Loyalty Badge
in Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)

Thank you to everyone who attended the September 14, 2018, HE-PAG meeting. For those who were unable to participate in, the recording links are below:

Our next meeting will be November 12, 2018, from 4:00 pm - 5:30 Central Standard Time. This meeting will be an In-Person meeting at the Chicago Athletic Association. We will also make a conference call line available for those not able to attend in person Also, the Blackbaud presentation is attached to this announcement.

Also, the Blackbaud presentation is attached to this announcement.


Derek Clark

HE-PAG Chair

Higher Education Product Advisory Group

Location: Webex
Date: September 14, 2018
Attendees: Entire PAG Membership
Time: 11:00 – 12:30 EST
  1. Welcome
  2. New Members – Memorial Sloan Kettering Cancer Center, Clemson University, & Syracuse University
  3. Official Welcome – Co-Chair Julie Vargo & Co-Chair Elect Dwight Dozier
  4. Customer Presentation – Jason Metcalfe, The University of British Columbia
Fundraiser and Unit Dashboards - • UBC has developed Tableau dashboards to help front-line fundraisers, unit directors, and portfolio executives monitor progress towards individual, unit, and portfolio goals. The Dashboards allow users to navigate to specific constituent, interaction, and opportunity records in CRM to keep their activities up to date and accurate.
  1. Customer Presentation – Angie Theaker, The Ohio State University
Scholarship Thank You - OSU has created a system to collect and track thank you feedback from scholarship recipients for the purpose of stewarding scholarship donors and telling student scholarship stories for marketing purposes. Students who have received scholarships are sent an email with a link to a BBIS survey that contains questions about themselves and what the scholarship has meant to them. This data is collected in BBEC and tied to the student’s constituent record and used for donor stewardship and general marketing purposes.
  1. Customer Presentation – Craig Hughes, University of Wisconsin
Graduway to CRM Integration - Wisconsin partnered with Graduway to develop a real time integration between Graduway' s Alumni Engagement platform to the Blackbaud CRM (both Infinity and RE NXT versions of CRM). The solution allows for a real time sync of basic demographic information and employment data directly into the CRM. The solution is mostly a one-way sync from Graduway to CRM but an update of employer name changes from CRM to Graduway can also be triggered.


  1. Blackbaud Product Update – Meredith Johnson, Samantha McGuin, & Matt Crawford
    1. SP17 & SP18 update
    2. Discovery Session Opportunities – Accessibility (email – matt.crawford@blackbaud.com to get involved)
    3. BBIS Updates and Direction – Mobile Pay Enhancements
  2. Subcommittee Reports
    1. Recognition Programs Completion Report – Derek Clark
Issue Blackbaud Response Ability to do Revenue Adjustments Planned. SP19 or higher Revenue Application Details Amount Not planned. This is possible if designations are tied to program. Recurring Gifts (custom timeline) Planned. SP19 or higher Bulk Add or Remove Planned. SP19 or higher Years Since Graduation Not planned. Deferred to Ideas Portal for ongoing tracking Out-of-Box Reports or Query View Needed Not planned. Will be considered with future reporting enhancements. Consecutive Year Giving Society Not planned. Deferred to Ideas Portal for ongoing tracking Remove One Year Not planned. Deferred to Ideas Portal for ongoing tracking Membership List Delivered in SP8 Name Format for Donor Walls Not planned. Deferred to Ideas Portal for ongoing tracking Event Gifts Not planned. Deferred to Ideas Portal for ongoing tracking Rolling Dates Not planned. Deferred to Ideas Portal for ongoing tracking Constituency Differentiation Not planned. Deferred to Ideas Portal for ongoing tracking Multiple Designation Requirement Not planned. Deferred to Ideas Portal for ongoing tracking Deceased Constituents Not planned. Deferred to Ideas Portal for ongoing tracking Excluding Constituency Not planned. Deferred to Ideas Portal for ongoing tracking Blackbaud Documentation Planned for improvement in 1H 2019 Email Alerts Not planned. Will be considered with future email enhancements.
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    1. Planned Giving Completion Report – Julie Vargo
Issue Blackbaud Response Write-off balance of matured estate gift Planned. SP19 or higher Edit PG revenue once payment applied Not planned. Will consider with future revenue enhancements. Adjust gift values down Not planned. Will consider with future revenue enhancements. Different amounts on same PG Not planned. Deferred to Ideas Portal for ongoing tracking Net Present Value Field Planned. SP19 or higher Link PG to Opportunity Delivered in SP10 Opportunity Linked to PG Revenue is Blank Not planned. Deferred to Ideas Portal for ongoing tracking Link a PG to Prospect Group Delivered in SP10 Auto-calculate Realized Amount Delivered in SP8 Edits on PG or Revenue do not map to each other Not planned. Deferred to Ideas Portal for ongoing tracking Distinguish between growth or true addition Not planned. Deferred to Ideas Portal for ongoing tracking Retain original gift amount Not planned. Deferred to Ideas Portal for ongoing tracking More PG entry fields pass to revenue automatically Not planned. Deferred to Ideas Portal for ongoing tracking PG revenue should have GL unchecked Not planned. Deferred to Ideas Portal for ongoing tracking
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    1. Call for new subcommittee suggestions and/or customization needs – email recommendations to Julie Vargo at Vargo.64@osu.edu
  2. PAG Initiatives Update
FY19 PAG Priorities – HE-PAG Chair

  1. Fit-in with Blackbaud Product Development Processes


  2. Find common issues and ways to solve them (outside applications and internal development)


  3. Partner with other Blackbaud CRM Product Advisory Groups

  1. Adjournment
  • Next Meeting – In-Person November 12th, 4 – 5:30 pm CST at the Chicago Athletic Association. (Call in number to listen in – comments from outside listeners?)
  • Final questions & discussion items
  • Adjourn – Next Webex meeting will be January 25th, 2019 at this same time.
  • Recording of this meeting will be posted in our community within the next couple of days.

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