Sept. 20, 2019 HE-PAG Meeting: Recording Link And Slides

Julie Vargo
Julie Vargo
Tenth Anniversary Participant Facilitator 1
in Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
Thank you to everyone who participated in the September 2019 HE-PAG meeting. For those who were unable to join the call, you can access a recording of the call below:
2019-09-20 HE-PAG Meeting
Play recording (1 hr 24 mins)
Agenda
Welcome
  • Opening Comments
Subcommittee Reports
  • Update from CRM Cloud Sub-Committee – Chair, Julie Vargo, The Ohio State University
Survey was sent to committee members and responses were sent to Blackbaud
  • Update from Data Hygiene Sub-Committee – Chair, Michael Felberbaum, Yale University
  • The Data Hygiene Sub-Committee aims to build trust and confidence in each of our institution’s CRM’s by identifying best practices and opportunities for improvement
  • So far we’ve had 3/6 of our meetings, all of which have been highly productive
  • We have covered different domains including biographical information, contact information, demographic information and employment information
  • We have identified two top priorities in CRM functionality that we believe would benefit all CRM customers: First, improvements to the constituent matching algorithm; and second, an easier ability to update any field in bulk.
  • We will continue with our remaining topics through December.
  • We look forward to partnering with Blackbaud, and we are grateful for the collaboration with the other 10 institutions participating in this sub-committee.
  • New CRM & Calling Software Integration Sub-Committee Forming – Chair, Craig Hughes, Wisconsin Foundation & Alumni Association
Contact Craig if interested in participating Craig.Hughes@supportuw.org
  • Call for new subcommittee suggestions and/or customization needs – email recommendations to Julie Vargo at Vargo.64@osu.edu
Customer Presentation: Chris Keene, UConn Foundation
  • UConn Foundation will present their streamlined gift import process that was developed using the Blackbaud CRM SDK.
Customer Presentation: Will Palmer and Keith Posey, Boston College
  • Boston College will present their BBCRM (named Spark) & Cvent integration. Highlights to include initial data load into Cvent, bi-directional sync operations between Spark (BBCRM) and Cvent, as well as outbound sourcing for SFMC.
Blackbaud Product Update: Matt Crawford
  • Service Pack Update
  • Cloud Subcommittee preliminary responses
    • Update on Blackbaud CRM in Azure, including new capabilities
  • Idea Portal
  • BBPS update process
Please refer to slides attached and recording for details on above

Call out for customization show and tell
  • Have a customization you would like to share?
  • Have ideas for a customization that you need or would like to see?
Adjournment
  • Final questions & discussion items
    • We will be having a PAG gathering Tues morning before BBCON - Alison will send out invites and sent vargo.64@osu.edu ideas for tabletop discussion.
  • Next Meeting – November 15, 2019, 11:00 am – 12:30 pm ET
  • Recording of this meeting will be posted to the HE-PAG community.

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