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DART Project Update

DART Project Update. Preparing for our transition Finance Unit Liaisons September 2010 . Donor and Alumni Relationship Tool. New fundraising system replacing the Donor, Alumni, and Constituent Database (DAC). Based on Blackbaud Enterprise CRM (BBEC) Customized to meet U-M’s needs

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DART Project Update

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  1. DART Project Update Preparing for our transition Finance Unit Liaisons September 2010

  2. Donor and Alumni Relationship Tool • New fundraising system replacing the Donor, Alumni, and Constituent Database (DAC). • Based on Blackbaud Enterprise CRM (BBEC) • Customized to meet U-M’s needs • University-wide investment to: • Track all information about entities (constituents) seamlessly in one book of record (enterprise wide system) • Enable better information integration with the university’s financial system • Enhance online giving to improve the alumni and donor experience • Reduce supplemental and shadow systems • Meet U-M compliance needs effectively (e.g., financial reporting)

  3. Project Organization Overview

  4. Getting ready for transition Sept. 2010 Jan. 2011 July 2011 Aug. 2011 Oct. 2011 • Cross-campus input on system design: • 14 design teams, over 100 representatives from schools, colleges, and units • Preparing for change • Unit representatives will prepare units to use DART (Unit Liaison Program): • Identify unit impacts, individuals who will need training, and more • DART system testing starting in 2011 • Classroom training and online training materials available for support • Continued demonstrations and software previews coming System Design & Awareness Preparation Training Go Live Stabilization Readiness Assessment Testing

  5. Finance & Development Driving closer collaboration through DART

  6. Life Cycle of the Gift Development Enters Gift Mpathways/General Ledger Tracks Fund Availability and Utilization

  7. Revenue Design Team Members Jarrod Van Kirk – FinOps (Co-Lead) Cathy Spickard – OUD (Co-Lead) • Patrick Franklin – OUD • Sharon Geva – ITS • Barb Gomez – OUD • Larry Jonas – Michigan Radio • Linda Kline – OUD • Darwin Matthews – OUD • Kim McDade – Cancer Center • Julie Niedbala – OUD • Chris Ososki – ITS • Carson Rizor – Michigan Radio • Bobbie Simson – Engineering • Sheryl Szady - OUD Thomas Madden – ITS (Co-Lead) Jean Rauchholz - FinOps (Co-Lead) • Jennifer Barnett – Treasurer’s Office • Shelly Crundwell - Engineering • Lisa Harris - ITS • Christina Luo – Law • Lori Maddix de Hernandez - SNRE • Darwin Matthews - OUD • Ken Witherspoon - ITS

  8. Revenue Design Highlights Revenue Design teams reviewed: • Pledge accrual • Processing of gifts and pledges • Matching Gifts • Recurring Gifts • Benefits/Premiums • Coding gifts for the General Ledger • Short Codes/Designations/Allocations • Donor intent • Donor challenges

  9. Highlighted Revenue Capabilities Better tracking of Donor Intent • Current State: • Unspent gifts due to difficulty in tracking specific purposes • Difficulty identifying donor intent (spreadsheets or imaging) • Supporting documents found in imaging • Future state in DART: Assign attributes to each gift fund • Standards & free form attributes will be available. • Will be able to query attributes, e.g., merit based or need based scholarships. • Big Win – DART users get at the core intent of the gift quickly • Financial users will have access to revenue information

  10. Questions?

  11. Communications & Resources • Recent Communications • July/August Project UpdateTalking Points • Change Management Plan • Unit Liaison Program • Financial Community Update • DART Frequently Asked Questions • Upcoming Communications • September DART Newsletter • September Project UpdateTalking Points • Get information online: • DART website (http://tiny.cc/dart_project) • RSS feeds (subscribe to updates)

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