March 9, 2018 HE-PAG Meeting: Recording Link

Derek Clark

Below you will find the recording links for the March 9, 2018, HE-PAG Meeting. Thank you to the University of Alabama for their presentations on Power BI within Blackbaud CRM and Yale University for their presentation on a satification survey. If you are interested in presenting at a future HE PAG meeting, please reach out to Travis or Derek.

Streaming Link: https://blackbaud.webex.com/blackbaud-en/ldr.php?RCID=945c6b27c6d6f467064966f93a6ef9b8

Download Link: https://blackbaud.webex.com/blackbaud-en/lsr.php?RCID=394d07c7395d4d0ec660f203a3b8a602

March 9th HE PAG Meeting Agenda

Welcome - HE PAG Co-Chair (5 min)

1. 1. Announcements
      1. Higher Ed Forum
      2. Blackbaud CRM Developer’s Conference
   2. Welcome to new PAG members (Chair)
      1. Rice University
      2. Syracuse University
      3. University of Cincinnati
      4. Virginia Tech

2. Customer presentation – Daniel Wood, University of Alabama (15-20 min)

University of Alabama will be presenting on their deployment of Microsoft Power BI to the CRM environment. This will include deployment strategy and their use of Blackbaud BBDW to deliver interactive dashboard to users.

3. Customer presentation – Melissa Mason and Michael Felberbaum, Yale University (15-20 min)

Effectively engaging the user community is essential for success with BB CRM.Learn more about Yale’s challenges and strategies to increasing adoption and satisfaction, including their “State of the Systems” Survey.

4. Blackbaud Products and SKY update – Meredith Johnson, Samantha McGuin, and Matt Crawford (15-20 min)
   1. Follow-up on tax code survey and open discussion
   2. Code repository
   3. Q1 Roadmap and Spotlight calls highlights

5. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (10 min)
   1. HE PAG Charter and MOU posted to Community
   2. Planned giving
   3. Recognition programs

6. PAG Initiatives Update - HE PAG Co-Chair (10 min)
   1. Discovery
      1. Communication consent
      2. Data warehouse
      3. Readout on Site Security

7. Close of meeting - HE PAG Co-Chair (5 min)
   1. Annual membership survey
   2. Call for Chair / Co-Chair nominations
   3. Final questions / Discussion Items
   4. Adjourn - next meeting will be May 11