Project Kickoff
Vicki Ann Frawley, Project Director
Margaret J. Ross, Engagement Manager
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Project Kickoff
Agenda
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Blackbaud overview
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Project approach

Implementation methodology
overview
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Project schedule

Project teams and responsibilities
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Logistics/governance/communications
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Keys to success

Questions
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Introductions
Project Kickoff
Your Blackbaud Team
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Charlie Cumbaa, Executive Sponsor
Vicki Ann Frawley, Project Director
Margaret Ross, Engagement
Manager
Eric Mitchell, Design Lead
Sara Kessler, Configuration Lead
Ken Scott, Architect
Jason Fleming, Conversion Analyst
Kate Butler, Educational Consultant
Cindy Van Dierendonck, Educational
Consultant
Steve Lonsinger, Project Advisor
John Kelly, Account Executive
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Blackbaud Overview
Your Solution
The Boston University solution

Business Process Optimization Assessment
 Analysis of current Development and Alumni Relations processes
 Provide recommendations for incorporation into eCRM design

Prescriptive Blackbaud eCRM/NetCommunity Implementation
 Replace Development and Alumni Relations UIS database
 Leverage Blackbaud’s Higher Education expertise
 Implement best practices

Two custom interfaces – file based transfers
 Student Information System
 Post to GL
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Blackbaud OnDemand Service
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Project Approach & Methodology
Our Approach
We believe in partnering with our Customers to align our
technology with people and processes to provide a
complete solution.
People
o Former fundraisers, nonprofit executives, Big
Four consultants, and technology experts
o Wealth of best practices and thought leadership
o Proven enterprise market experience
Process
o Collaborative end user-driven design approach
o Extensive project oversight and management
o Tailored training curriculum
Technology
o Scalable, industry leading technology
infrastructure
o User friendly, fundraising-specific functionality
o Integrated, leading edge software solutions
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FOCuS Implementation Methodology
Blackbaud’s Methodology provides you with the tools you
need to succeed.
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Define and Plan Phase
 Blackbaud and Boston University
work to define the solution
requirements, plan the project
timeline, and determine project
resources.
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Design Phase
 Create and validate system
configuration and business
processes.
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Build and Test Phase
 Build and test the designed solution.

Deliver and Support Phase
 Roll out the final solution to end
users.
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FOCuS Implementation Methodology
Define and Plan Phase
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Objectives
 Define a solution to support the
business objectives.
 Formulate roadmap
 Determine major project objectives,
participants, and timeline.

Key Activities
 Interviews
 Analyze Business Requirements
 Define project procedures and
timeline
 Analyze Data and Develop Prototype
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FOCuS Implementation Methodology
Design Phase

Objectives
 Define key business processes that
will support the business objectives
 Improve processes
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Key Activities
 Map functional area business and
system processes
 Outline configuration
 Map data
 Plan for testing
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FOCuS Implementation Methodology
Business Process BluePrint Example
Alternate Case 2 – Update Alternate Address
From step 7 in
the primary path
1.
Update the old
address, if applicable
2.
Add the new address,
if applicable
3.
Update shared
addresses as
necessary
Return to step 8
in the primary
path
Associated Activity Step Details
#
Action
1.
Update the old address, if applicable. Include the information source.
2.
Add a new address, if applicable. Complete all required fields.
3.
Update shared addresses as necessary:
Open the applicable relationship or constituent records.
Stop sharing the address, share a new address, or enter a unique, unshared
address
Return to step 8 in the primary path.
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FOCuS Implementation Methodology
Data Map Example
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FOCuS Implementation Methodology
Build and Test Phase
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Objectives
 Build technical solution
 Comprehensively test the solution
 Plan for deployment and end-user
training.
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Key Activities
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Data Validation
System Testing
Deliver and Support Preparation
Workforce Management
Develop End-User Training
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FOCuS Implementation Methodology
Deliver and Support Phase
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Objectives
 Deploy technical solution and
redesigned business processes.
 Transition end-user support and
training responsibilities to Boston
University and Blackbaud Customer
Support.
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Key Activities
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Final Conversion and Configuration
Training
Post-Production Assistance
Project Closeout
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FOCuS Implementation Methodology
Project Management

Objectives
 Ensure on time, on budget service
delivery
 Establish single point of contact for
Blackbaud
 Ensure quality work products
 Adherence to methodology
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Key Activities
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Project reviews and status
Resource and task coordination
Budget analysis
Issue escalation and resolution
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FOCuS Implementation Methodology
Deployment Plan & Go Live CheckList Example
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Project Schedule
Estimated Project Timeline
Project & Quality Management
June/July
‘10
August
‘10
September
‘10
October December ‘10
January –
March ‘11
April ‘11 …
July ‘11
August ‘11
Define & Plan
~ 3M
Design
~ 9M
Build & Test
Blackbaud’s
~ 3M
Deliver & Support
~ 2M
Implementation Methodology
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Project Teams and Responsibilities
Why Me?
A large tailored software implementation requires a strong
network of highly capable people to be successful.
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Process experts
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Experience with the organization
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Knowledge of current business
processes
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Technical skills/know-how
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Good communication skills
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Team player
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Ability to balance large project with
current responsibilities
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Insight to help tailor a custom
software solution
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Project Team
Blackbaud
Boston
University
Executive
Sponsor/Director
Executive
Sponsor
Executive
Level
Project
Manager
Project
Manager
Management
Level
Lead
Consultants
Process
Experts
Conversion
Analysts
Technical
Resources
System
Consultants
End Users
Technical
Experts
Other Staff
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Resources
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Executive Team
PROJECT SPONSORS
Janet O’Brien, AVP - Applications
Lisa Uglialoro, AVP - Advancement Services
Vicki Ann Frawley, Director of Strategic Services
EXECUTIVE SUPPORT TEAM
Scott Nichols , Vice President DAR
Tracy Schroeder, CIO
Charlie Cumbaa, President ECBU
KEY RESPONSIBILITIES
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Provides primary project sponsorship
Ultimately responsible for the success of the project
Encourages a productive environment for the entire
implementation team
Monitors the progress of the project
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Management Team
ProjectMANAGERS
Management
PROJECT
Team
Tim Leonard – Project Manager
Margaret Ross – Engagement Manager
KEY RESPONSIBILITIES
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Acts as primary point of contact for the project
team members
Acts as the liaison between teams and
departments participating in the project
Ensures the successful and timely execution of
project tasks
Reviews and approves project deliverables
Conducts project status reporting
Escalates issues to the appropriate Boston
University resource for resolution
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Resources
Blackbaud
CONSULTANTS
Consulting Team
Eric Mitchell – Design Lead
Sara Kessler – Configuration Lead
Ken Scott – Architect
KEY RESPONSIBILITIES
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Provides industry and application expertise
Designs the new system, processes, and data maps
Facilitates design validation sessions
Configures and supports the new system during the project
DEVELOPERS
Jason Fleming – Conversion Analyst
KEY RESPONSIBILITIES
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Maps application data
Develops conversion programs and processes
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Resources
Operations
Team
APPLICATION
ADMINISTRATOR
<Member Name> – <Member Title>
KEY RESPONSIBILITIES
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Maintains and supports the application for end-users
Provides support to end-users on a variety of issues
Identifies, researches, and resolves application issues
Participates in weekly planning sessions
Provides a leadership role in system testing process
DATABASE ADMINISTRATOR
<Member Name> – <Member Title>
KEY RESPONSIBILITIES
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Installs, configures, and/or optimizes the DBMS as
recommended by Blackbaud
Performs backup and recovery of the databases
Resolves database security and connectivity issues
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What to Expect
Blackbaud does many implementations a year. Problems
will come up, but it’s our job to help you. Here is what to
expect from us.

Getting started (what to expect in the first few weeks)
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Project resources/procedures
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Call Support any time during project
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Leverage other Blackbaud customer experiences
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Advance notice on dates/time to plan around project
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All questions should go through both project managers
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Time commitment (varies) depending on role
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Project Team Time Commitment
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Keys to Success
Keys to Success
Blackbaud is excited about our new partnership and looks
forward to making your goals a reality.

Participation - Get involved, speak
up, and share

Communication - Talk early and
often
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Teamwork - Work together to keep
projects coordinated

Timely Decisions - Rely on your
Blackbaud experts for assistance
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Have fun!
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Final Thoughts
“Teamwork is the ability to work together
toward a common vision. The ability to
direct individual accomplishments
toward organizational objectives. It is
the fuel that allows common people to
attain uncommon results.”
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Son of a Scottish weaver
US industrialist and philanthropist
Founder of a Pittsburgh, PA based
steel company
Mr. Andrew Carnegie, 1835 - 1919
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Questions?