PROJECT

PRESENTED BYCLIENT ANDREW M. BILLINGSAVE THE TREES

PROJECT DESIGN PLANBLACKBAUD ENTERPRISE CRM

Save the Trees has a vast global presence‣ Home office ➙ Kansas City, Missouri‣ 70 Field offices ➙ Locations in 20 U.S. States & 50 Countries

TOPIC ORGANIZATIONAL OVERVIEWSUBJECT GLOBAL PRESENCE

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TOPIC ORGANIZATIONAL OVERVIEWSUBJECT CURRENT CHALLENGES

Improve communication between Save the Trees & its donors/potential donors

Create one CRM system to allow access across the organization

Create online network for volunteers and constituents to interact with the client

TOPIC DESIGN PLANSUBJECT STEPS FOR IMPLEMENTATION

Initiation Buy In Implementation Testing Go Live

1 2 3 4 5

• Create a project plan• Identify key stakeholders

‣ STT: i.e. systems administrator, development director, project manager, database administrator, etc.

‣ BLKB: i.e. consulting team, project managers, conversion team, etc.

• Determine deliverables and due dates‣ i.e. data conversion, documenting “to be” business processes, etc.

• Identify risks‣ i.e hard solicitation deadlines, forest fires, etc.

INITIATION

TOPIC DESIGN PLANSUBJECT STEP ONE

• Discuss current challenges• Present findings to key stakeholders

‣ Suggest best practices for business process improvement

• Present timeline and deliverables• Request buy in from key stakeholders

BUY IN

TOPIC PROCESS PLANSUBJECT STEP TWO

IMPLEMENTATION

TOPIC PROCESS PLANSUBJECT STEP THREE

• Determine “to be” business process for configuration‣ Documentation of business requirements‣ Solicitation strategy‣ Donation processing‣ Constituent data management‣ Facilitating reporting requirements

IMPLEMENTATION

TOPIC PROCESS PLANSUBJECT STEP THREE

• Implement online community for volunteers and constituents‣ Setup and control user profile ➙ links directly into CRM‣ Develop appeal site for walks‣ View “call for volunteers” calendar and signup for volunteer projects‣ Log volunteer hours‣ Coordinate donor appeal letters to prospectives

IMPLEMENTATION

TOPIC PROCESS PLANSUBJECT STEP THREE

• Implement business processes into system‣ Configure settings within system‣ Coordinate customizations as needed

• Coordinate data conversion‣ Map data fields

TESTING

TOPIC PROCESS PLANSUBJECT STEP FOUR

• Develop testing script‣ Document actions and results within matrix

• Failing scripts must go through troubleshooting process‣ Determine if issue is software related or data related, then coordinate

with conversion analyst or support team

Step No.

Instruction Expected Result Actual Result

1Click on “CONSTITUENT TAB” to bring up constituent information page

Constituent page loads successfully PASS

2 Click on “ADD NEW CONSTITUENT”

Constituent biographical entry page loads successfully PASS

3 Enter in constituent biographical data

Fields accept proper data PASS

4 Click “SAVE NEW ENTRY” Database saves new entry FAIL

TESTING MATRIX

TOPIC PROCESS PLANSUBJECT STEP FOUR

GO LIVE & CLOSE OUT

TOPIC PROCESS PLANSUBJECT STEP FIVE

• Train client on newly implemented solution‣ Work with segmented end users to ensure knowledge of capabilities: i.e.

revenue entry team, major giving support, C-level executives, etc.

• Facilitate client transfer to support• Ensure client is satisfied with end product and

receive sign off

TOPIC CLOSING & SUMMARY

Improved communication between Save the Trees staff & donors/potential donors

‣ De-siloed data structure by implementing a holistic view of the constituent

Created one CRM system to allow access across the organization

‣ Implemented Blackbaud Enterprise CRM system within the organization

Created online network for volunteers and constituents

‣ Facilitated online portal to allow stakeholders the ability to interact with Save the Trees

treessave the

QUESTIONS or COMMENTS