May 11, 2018 HE-PAG Meeting: Recording Link And Slides

Alison Madrigal
Alison Madrigal Blackbaud Employee
Tenth Anniversary Kudos 1 Participant Facilitator 1
in Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
Thank you to everyone who attended the May 11 HE-PAG meeeting. For those who were unable to attend, the recording links are below:
  • Streaming recording link
  • Download recording link
Thank you to Simon Fraser University and University of Georgia for their presentations in the May meeting. If you are interested in presenting at a future HE-PAG meeting, please reach out to Travis or Derek.




May 11 HE PAG Meeting Agenda







Published














  1. Welcome - HE PAG Chair (5 min)
    1. Announcements
    2. Reeher acquisition (Tim Hill, President, Higher Education Business Unit)
  2. Customer presentation – Ivana Plesnivy, Simon Fraser University (15-20 min)
SFU uses a custom events module that allows for invitees to be batch imported into an event invitation along with one (or many) relevant categories (ex: Donor, VP, Alumni.) These categories are used to easily identify key event attendees and can be used to query out specific groups. Custom reports display registrant information along with categories.
  1. Customer presentation – Greg Harmelink, University of Georgia (15-20 min)
Presentation on how UGA integrated an open source library (vis.js) with CRM in order to create an interactive timeline visualization of constituent data.
  1. Blackbaud Products and SKY update – Meredith Johnson, Samantha McGuin, and Matt Crawford (15-20 min)
    1. Recap of Q2 April CRM Roadmap call
    2. Discovery session opportunity – REST API
    3. Fundraiser on the Go – new functionality in SP15
    4. Reeher acquisition
    5. Presentation link: https://community.blackbaud.com/groups/reviews/item/7/32/2232
  2. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (10 min)
    1. Updated Charter and MOU posted
    2. Recognition programs – Blackbaud reviewing feedback
    3. Planned giving - overview
  3. PAG Initiatives Update - HE PAG Chair and Co-Chair (10 min)
    1. Annual membership survey reminder
    2. Call for Chair / Co-Chair
  4. Close of meeting - HE PAG Chair (5 min)
    1. Final questions / Discussion Items
    2. Blackbaud CRM Developers’ Conference – June 27-28
    3. Higher Ed Executive Forum – November 13 in Chicago
    4. Adjourn - next meeting will be July 13


Categories