与Slate一起移动：打开一个新的数据库并理解一个新的过程.ppsx

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1、Moving with Slate:Unpacking a New Database and Making Sense of a New ProcessAmanda ColeTrine UniversityEmily MyersPost-Captain ConsultingMoving with Slate:Unpacking a New Database and Making Sense of a New ProcessAmanda ColeDirector of Advancement ServicesEmily MyersSlate ConsultantMaking the Case f

2、or Slate Another ConversionGetting to Know Amanda Started at Trine in July 2021 Albion College August 2018-July 2021ProfessionallyPersonally My Son Came to Slate LaunchPad in 2019 Family Farm Founded in 1884,as Tri-State Normal College Trine is located in Angola,Indiana Less than 3.5 hours areas suc

3、h as:Chicago,Indianapolis,Cleveland,Columbus,Grand Rapids,and more.450 Acres Opened Fall of 2022 40,000 sq ft expansion New home for biomedical engineering and computer science and information technology departments State-of-the-art technology,flexible labs and classrooms Active learning lab with a

4、maker spaceUniversity Advancement 9 Full Time Employees(3 Open Positions)Grants Alumni Relations Annual Giving Research/Stewardship Data/Gifts Fundraising 1 Part Time Gift Entry Employee University System of Record is Jenzabar Advancement Transitioned to Raisers Edge/Blackbaud in February 2019 Slate

5、 Integration began in February 2023 Need to be out by December 2023Implementation DifferencesAlbion College RFP Process was roughly 9 months Team of 5-6 with 4 Advancement Members Met 2x a Week Where/How Do We Start?Trine University Created a document that compared our current CRM to Slate 1 Person

6、in Advancement with IT Team Meet Weekly Front End BuildingMaking the Case for SlateAutomated Emails(Internal and ExternalMore Powerful QueriesEvents/Check In ProcessAudit LogRules/Automations Automatic Updates Upon Form Submission Cost Savings(26,000)Per Year Getting Rid of Some 3rd Party Vendors Di