Nov. 17, 2017 HE-PAG Meeting: Recording Link And Slides

Travis Soyer

Below you will find the recording links for the November 17, 2017, HE PAG Meeting. If you are interested in presenting at a future HE PAG meeting, please reach out to Travis or Derek.

Streaming recording link: https://blackbaud.webex.com/blackbaud/ldr.php?RCID=e2ee3478f8991e97e0186b7d4231b48d
Download recording link: https://blackbaud.webex.com/blackbaud/lsr.php?RCID=6eb1584521954fbbd14041224449cac1


November 17th HE PAG Meeting Agenda

1. Welcome - HE PAG Chair (5 min)
   1. Announcements – Recap of HE Forum (Chair)
   2. Welcome to new PAG members (Chair)

2. TCU Reports Menu and CRM Landing Page – Travis Soyer, TCU (25 min)

Texas Christian University (TCU) has built simple customizations within Blackbaud CRM to facilitate easy access to information and reusable reports for end users.Travis Soyer, Associate Vice Chancellor for Advancement Operations, will be joined by Laura Pyle, Manager of Reporting and Technical Services, to give an overview of the solution and give a quick demonstration.

3. Blackbaud Products and SKY update – Meredith Johnson and Matt Crawford (15 min)
   1. Recap of CRM Roadmap and BBIS Spotlight last week
   2. Discovery in coming months – (1) extension of advanced communication consent and (2) federated/site security work
   3. External vulnerability update

4. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (10 min)
   1. Charter subcommittee review (Co-Chair)
      1. Update from previous meetings
      2. Clarifying structure and purpose
   2. Present findings of subcommittee prioritization survey (Chair)
   3. New subcommittee suggestions (Co-Chair)
   4. Call for volunteers

5. PAG Initiatives Update - HE PAG Chair and Co-Chair (10 min)
   1. Survey in product interest areas (Chair)
   2. PAG / Blackbaud products collaboration

6. Close of meeting - HE PAG Chair (5 min)
   1. Final questions / Discussion Items
   2. Adjourn - next meeting will be Friday, January 19