Jan. 19, 2018 HE-PAG Meeting: Recording Link

Travis Soyer
Travis Soyer
Tenth Anniversary Participant Facilitator 1 Loyalty Badge
in Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
Below you will find the recording links for the January 19, 2018, HE PAG Meeting. Thank you to Santa Clara University for their presentation on streamlining the constituent record update process within Blackbaud CRM. 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=13731892bbede156c0c19ab67672b271
Download recording link:

https://blackbaud.webex.com/blackbaud/lsr.php?RCID=29b9427463a8eb38891782686c8e1eb1


January 19th HE PAG Meeting Agenda







  1. Welcome - HE PAG Chair (5 min)
    1. Announcements
    2. Welcome to new PAG members (Chair)
  2. Customer presentation – Julie Stone, Santa Clara University (20 min)
Santa Clara's Constituent Update customization allows end users the ability to submit changes from within an Individual record. The solution serves to streamline the data entry process for the records team and created related efficiencies.
  1. Blackbaud Products and SKY update – Meredith Johnson, Sam McGuin, and Matt Crawford (15 min)
    1. BBPS and BBIS-related services to move to BB SKY in January
    2. SP14 changes – Events, OData, and BBDW
    3. Survey – New tax code and seat licensing
  2. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (10 min)
    1. Charter subcommittee review (Co-Chair)
      1. Ready for vote
      2. To be accompanied by MOU between HE PAG and Blackbaud
    2. New subcommittee suggestions (Co-Chair)
    3. Call for volunteers
  3. PAG Initiatives Update - HE PAG Chair and Co-Chair (10 min)
    1. Product interest areas (Chair)
    2. PAG / Blackbaud products collaboration
  4. Close of meeting - HE PAG Chair (5 min)
    1. Final questions / Discussion Items
    2. Adjourn - next meeting will be March 9


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