Implementation Minutes
Advancement Team
Meeting Minutes
Date:__10-6-08___
Meeting Information
Facilitator
Jennifer Bowen
Note Taker
Jennifer Bowen
Attendees
Hillary Ashton, Angela Melton, Jennifer Bowen, Albert Johnson, Vinny
HP3000 Alumni Data to be migrated
Relevant
Training/Discussion
Highlights:
All alumni are in box.
GAPs Identified:
Decisions Made:
For the general person data extract the HP3000 alumni data will be used (as a
general rule) unless the alumni is a current student or faculty/staff; then the box
information will be used. More analysis of alumni data will be done to determine
when box data will be used vs alumni data.
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
Clean-up duplicates
Foundation- President's Partners Access Database
Relevant
Training/Discussion
Highlights:
PPDB-Presiden'ts Partners Database - there are almost 500 records in PPDB,
not all PP are in box, or alumni; some PP are inactive
GAPs Identified:
Decisions Made:
For the general person data extract PP will be added to box coded with a P and
extracted from box.
All PP addresses will need to be maintained in PP database and Box until the
Banner conversion.
Hillary & JB- Will verify that all PP have Box_id, and for new additions that the
current name, address, and demographic information is updated in box
Decisions Required:
Other Issues and
Concerns:
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Implementation Minutes
Action Items / Assignments
Description
Owner
(1) add a field to the PPDB to hold box_id. (2) search/look up the
box_id for all PP; if they are not in box, add them to box; make sure
not to add duplicates. (3) analysis the giving history in the PPDB
and identify all records that are not tied to a donor or receipt.
Vinny
Extract an excel file of all PP from box and an excel file of all PP in
alumni for alumni.
Angela
PP Codes to Angela
Hillary
Discuss Clean-Up
Hillary/Jennif
er
Deadline
Foundation history other than PPDB that Advancement wished to migrate
Relevant
Training/Discussion
Highlights:
Paper files; excel files; GL data: etc
GAPs Identified:
Decisions Made:
Jennifer & Hillary will create an excel spreadsheet list of all the varies data that
Advancement & Alumni need migrated to Banner.
Jennifer & Hillary will get with Ninette to discuss what data is available in Gl that
can be extracted for migration of AD gift history. This may involved some
manual cleanup to get box_id on these records.
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Meet with Ninette to discuss what is available in the GL
Jennifer
Bowen
Deadline
Next Meeting
Relevant
Training/Discussion
Highlights:
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
Hillary will schedule the next meeting.
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Implementation Minutes
SunGard Higher Education – Confidential & Proprietary
Document1
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2/8/2016