1. CENTRAL TABLE Cleveland Museum of Art Linda Marie Wetzel Business Systems Analyst

2. INTEGRATING BUSINESS SYSTEMS 3. Business Systems hold information about constituents donors members prospects guests@Linda_M_Wetzel 4. Business Systems hold information about constituents contain separate pieces of the big picture who our constituents are where they come from what they do for us what they do with us@Linda_M_Wetzel 5. The big picture means identifying constituents wherever they enter our system@Linda_M_Wetzel 6. The big picture means identifying constituents wherever they enter our system identifying what is of value to reinforce our appreciation for their involvement and deepen their connection to us@Linda_M_Wetzel 7. The big picture means identifying constituents wherever they enter our system identifying what is of value to reinforce our appreciation for their involvement and deepen their connection to us assembling trends and statistics to support direction-setting for outreach and program development. @Linda_M_Wetzel 8. CHALLENGES TO SYSTEMS INTEGRATION 9. Scenario - Copy Data From A to B data challenges account names primary, secondary addresses past, present, home, office emails past, present, home office divorce, death, remarriage@Linda_M_Wetzel 10. Scenario - Copy Data From A to B data challenges differences in data standards >> challenges to automated transfers 123 Home Street - OK 123 Home St - Not OK Cleveland Heights - OK Cleveland Hts Not OK 1-216-555-1234 OK (216)555-1234 Not OK @Linda_M_Wetzel 11. Scenario - Copy Data From A to B data challenges differences in data standards conversion challenges >> store data as new data types as distinct or user-defined fields In Notes fields@Linda_M_Wetzel 12. Scenario - Unified Systems data shared may be incomplete for the needs of the departments or institution 13. Scenario - Unified Systems data shared may be incomplete for the needs of the departments or institution system components or functionality may not meet business needs@Linda_M_Wetzel 14. Scenario Unified Systems shared data may be incomplete for the needs of the departments or institution system components or functionality may not meet business needs lack of money/desire to convert out of existing systems that are, otherwise, adequate@Linda_M_Wetzel 15. Scenario Unified Systems data shared may be incomplete for the needs of the departments or institution system components or functionality may not meet business needs lack of money/desire to convert out of existing systems that are, otherwise, adequate NO system covers all possible points of interaction @Linda_M_Wetzel 16. The Concept 17. The Practical Givens Alpha Dog@Linda_M_Wetzel 18. The Practical Givens Alpha Dog work with what we have@Linda_M_Wetzel 19. The Practical Givens Alpha Dog work with what we have info is easily accessible for anyone who needs it Users have different levels of comfort with technology Will not require extraordinary knowledge of other systems to retrieve data@Linda_M_Wetzel 20. The Technology Givens membership ID is the key@Linda_M_Wetzel 21. The Technology Givens membership ID is the key should be able to accept whatever we want to add, from any system we chose@Linda_M_Wetzel 22. The Technology Givens membership ID is the key should be able to accept whatever we want to add, from any system we chose ongoing synchronization is a greater challenge than implementation@Linda_M_Wetzel 23. The Technology Givens membership ID is the key should be able to accept whatever we want to add, from any system we chose ongoing synchronization is a greater challenge than implementation any choice made now should not impede our ability to upgrade or change our systems in the future @Linda_M_Wetzel 24. Central Table Which data do we need? System ID number of constituent record@Linda_M_Wetzel 25. Central Table Which data do we need? System ID number of constituent record How do we start? Identify systems Prioritize Test access@Linda_M_Wetzel 26. Gathering the Pieces online member tools Update Contact Info Get My Membership Number Request New Membership Card@Linda_M_Wetzel 27. Gathering the Pieces online member tools online giving Membership purchases Donations Gift Memberships/Tribute/Commemorative@Linda_M_Wetzel 28. The Collaboration 29. Its Alive! 30. Its Alive! easy-to-use portal dashboard customer service boon! everything needed to provide quality service without having to maneuver through complicated systems or confidential records@Linda_M_Wetzel 31. Its Alive! portal interactive asset tracking iPads for Gallery One/Art Lens@Linda_M_Wetzel 32. Its Alive! portal interactive asset tracking retail system testing now@Linda_M_Wetzel 33. Its Alive! portal interactive portal interactive asset tracking retail system testing now query tool returns groups of members or donors based on specific criteria, according to attendance at specified ticketed functions or events used against a full attendance list we can also identify those who are NOT members for possible recruitment @Linda_M_Wetzel 34. What Next? 35. What Next?Welcome Central Table our means of integrating our business systems data. More systems What do we mean business systems?Any system that holds information about our constituents. parking cafeteria volunteers library website subscribers online RSVP collections/art donors@Linda_M_Wetzel 36. What Next? more systems data mining and complex analysis assembling trends and statistics to support direction-setting for outreach and program development@Linda_M_Wetzel 37. For further information Linda Marie Wetzel Business Systems Analystlwetzel@clevelandart.org @Linda_M_Wetzel