January 07, 2013
DART Support
U-M DART system users visit the DART Education & Training site for your training and communications resources.
The DART Education & Training site houses:
- Quick Reference Cards
- eLearning Courses
- Training Documents
- DART Announcements
- DART Tips Communications
- Frequently Asked Questions
Posted by kellydr at 02:21 PM
February 14, 2012
MTokens Needed to Access DART
Two-Factor Authorization using an MToken will be required for all users (Development and Financials) to access DART. This protects the private personal information of our faculty, staff, and students. You will log in with a Tokencode (a six-digit number) as well as your UMICH Kerberos password and ID.
Many of you already have MTokens based on the access you had to DAC. If you do not have a token, please go to http://www.mais.umich.edu/mtoken/mtoken_distribution.html to view a list of distribution centers. This includes the Ann Arbor, Flint, and Dearborn campuses.
Please contact Jason Kefalas jkefalas@umich.edu if you have further questions about access to DART.
Posted by kellydr at 05:32 PM
DART Development View eLearning Course Available February 13th
The eLearning version of DART Basics for the Development Community was launched on February 13th. You received a registration email that will allow you to sign up for this course in My LINC.
Completing this course, DEVE101 DART Basics for the Development Community, will grant access to the Development View Role, which is the base role all users in the Development Community must complete.
Note: If you have taken the preview version of this course, you must still complete the course to receive course credit and access to DART.
Why would you want to take this eLearning course instead of the Instructor Led version?
• You were on a design team or have tested DART
• You have to take multiple DART training courses
• You want the flexibility of taking a course on your own schedule
• You want to spend less time in training (1 hour shorter)
What if you’ve already signed up for the Instructor Led course and want to take the eLearning version instead?
Please cancel your course registration in My LINC before signing up for the eLearning version.
1. Log in to My LINC and click the course title to view the course.
2. Click the Cancel button on the course page.
3. A confirmation screen will appear. Click the Cancel Marked button at the top of the page.
4. Click the Register button to sign up for DEVE101
Posted by kellydr at 05:29 PM
DART Preparation Checklist
DART will go live on March 26th. What can you do to help prepare for the transition and minimize work disruptions later?
Follow this checklist to help you get started.
Security
Access & Compliance Form – signed
- If you do not have an access & compliance form on file, Jason Kefalas will contact you.
Kerberos ID (uniqname) & Password
- Login used to view your Paycheck.
- http://www.itd.umich.edu/accounts/uniqname-processes/
Two-factor authentication
- Many DAC and EIS users already have MTokens. Jason Kefalas will contact those of you who still need a token.
- Learn more about tokens: http://www.mais.umich.edu/mtoken/
- MToken distribution centers: http://www.mais.umich.edu/mtoken/mtoken_distribution.html
System Requirements
Verify Computer Meets System Requirements
- The project team is working with administrators from all schools, colleges and units to ensure the optimal use of DART for the Development & Financial communities.
- For the optimal use of DART & performance, the following settings are recommended.
-- Windows 7
-- Internet Explorer 8
-- View full list: http://www.mais.umich.edu/systeminfo/browser_os.html
Work Planning
Transition time
• Leave yourself time to take training
• Leave yourself time to learn the new system
Training and Education
Register for & complete required training
- https://dart.dev.umich.edu/training
- You will receive registration emails sent for required classes
- Register for classes
- MTokens are not required for training.
Review online resources
- Business process/policy documents
- For example, types of events entered in DART
Review new terms
- For example, Constituent = entity
Refreshers - Review resources to support your use of DART
- Online help
- Quick reference card
- Materials covered in training classes
Posted by kellydr at 03:27 PM
DART Training Courses Available
Registration emails for the DART Instructor Led (classroom) Training courses went out on January 17th.
You can now register for the following Instructor Led courses:
DEVC101 - DART Basics for the Development Community
PRMC201 - Portfolio Plan Management
PRMC211 - Portfolio Plan Maintenance
EVTC101 - Manage Events
STWC101 - Donor Stewardship
If you have requested additional roles, you may have noticed you have not yet received a registration email for those courses.
Several of the DART training courses needed for those roles will only be available as eLearning courses (ELT). These courses can be taken on any computer where you can access MyLinc (home, work, PC or MAC) and can be taken any time it’s convenient for you. ELTs also allow you to go at your own pace; you can pause the course and come back to it later.
The eLearning courses will be available on a rolling schedule. If you need that role for access, you will receive a registration email when each course is available.
Additional training registration emails will be sent:
February 13, 2012
- DEVE101 DART Basics for the Development Community (DART Development View Role)
- PRME101 Portfolio Basics
March 9, 2012
- EVTE201 Maintain Events – eLearning
- DEVE100 DART Basics for the Non-Development Community
- DART BusinessObjects Universe
View suggested order to take training courses: https://private.www.umich.edu/~mais/dart/dart-coursemap.jpg
Learn more about DART training courses: https://dart.dev.umich.edu/node/58#overlay-context=node/58
Posted by kellydr at 03:02 PM
January 06, 2012
The DART Education & Training Page Launches
A new and updated DART website is now available, including training resources, FAQs, a glossary of DART terms and announcements. This site was developed in partnership with OUD and ITS to share information needed by the Development community to prepare for DART. It will provide a central repository for DART information going forward. The new site will be available from DevNet.
You may need to log in to view content - please use your uniqname and kerberos password.
Posted by andersje at 03:00 PM
Register for DART Training
On January 15th, the first round of DART Access emails will be sent, allowing you to start registering for instructor led DART training courses. You will receive a separate email for each role requested. If you do not receive an email, please check your spam folder - these emails will come from its.training.registration@umich.edu.
Please sign up for classes as soon as possible, as they will fill up quickly. A link to registration for each course will be provided in the emails you receive. Registration is on a first come first serve basis – even if a course is not available until March, we suggest you sign up as soon as you receive your registration email.
A few things to consider when taking instructor-led courses:
• Seats in these classes are limited. Be considerate & strategic when signing-up for training – don’t sign up for a class if you’re not sure you can attend.
• There are only enough training spots to take a course ONE time. You can take a refresher course after go live, if so desired.
• If you do not need to use a specific role at go-live, wait to take your training until after March 26th.
• Take alternate eLearning courses if possible – for example, DART Basics for the Development Community will be available as both instructor led and eLearning.
• Instructor-led courses will be in place for go-live & and shortly after. Ongoing DART Training will be shifted to eLearning after go-live.
You’ll receive another round of email on or around February 13th, allowing you to register for the DART eLearning courses. Those courses will allow you to take training from your desk when it’s most convenient for you.
Posted by andersje at 02:57 PM
Getting Ready for DART
At the January 10th Development Council Breakout session, the DART Change Management Team presented information on getting ready for the move to DART.
Some of the information shared included:
• What training courses will be available
• How to register for classes
• How to use the MyLinc system to view and change your courses
You can view the full presentation here for all the details.
Posted by andersje at 02:54 PM
November 28, 2011
DART Update – Comprehensive Testing
In late September, the DART Team received and deployed the final version of Blackbaud’s software that will be used at go-live in March. The team, including representatives from the development and finance communities, have been involved in comprehensive testing of the system, to make sure it can handle all our complex business processes.
First Comprehensive Testing Cycle Completed
- Participation: There were more than 50 sessions in this first testing cycle, involving 10 teams and more than 75 individuals from across the community.
- Focus: Use test cases and scenarios to test detailed business processes and how the community will use the system.
- Outcomes: Made great progress in identifying issues to be addressed before Go live. Roughly 80% of our tests passed during testing and more than half of the identified issues have been resolved.
November – December: Comprehensive Testing Cycle 2
- Participation: Recruited some new testers to provide “new eyes” and fresh perspective on the testing
- Focus: Test all areas of the system and complete test cases
- Anticipated outcomes: Resolve all critical and high priority testing incidents before Cycle 3 starts
The third and final cycle of Comprehensive testing will begin in late January and end in February. The focus will be on retesting all areas, as well as any applied fixes to previously identified incidents, and to finalize data conversion routines.
Posted by lburgamy at 01:08 PM
Volunteer to Test Training
The DART team is looking for a pool of volunteers to test training materials between 12/5/2011 – 01/23/12. The time commitment for volunteers will vary from 1-5 hours depending on the course. Speak with your supervisor & complete this survey to volunteer.
http://umichitsurveys.qualtrics.com/SE/?SID=SV_cSFWZC5RMYzUGUY
Posted by lburgamy at 12:24 PM
What should you do to prepare for DART?
Unit Liaisons are reviewing who needs access to DART, and will assign security roles to each staff member who needs access. Each person’s security role(s) will determine what kind of training each person needs to complete before he/she is granted access to DART.
- Training schedules: You will be able to sign-up for training in early 2012. The DART training team will build the actual training schedules based on Unit Liaisons’ reports of who needs access to DART.
- Estimated training time: The DART team has provided estimates of training time for each security role (https://www.umich.edu/~mais/dart/DART-Access-Training-Descriptions.pdf).
- Register for training: In January, each person will receive emails for the training courses he/she is to complete. (An email will be sent for each security role.) You will need to register for your required training.
- Complete training: All training must be completed before you are granted access to DART. Most training will be provided as instructor led courses, though there may be the opportunity to take online training for some courses. Before March 26, everyone should successfully complete their training and be ready to start using DART at Go Live.
Watch for DART access and training information from your Unit Liaison and the DART team.
Posted by lburgamy at 12:14 PM
Who needs access to DART?
Unit Liaisons are reviewing who has access to EIS, DAC, and the DAC BusinessObjects Universe to determine what kind of access staff members will need in DART. Access to DART will be managed through “security roles.”
What are Security Roles in DART?
- "Security roles" determine what you will be able to do in DART. You only need security roles (access) for what is covered in your normal job responsibilities. For example, an individual who creates events will need a security role that allows him/her to add and update information on Events in DART.
- Not a Job Title - A security role is not a job title. An individual may need to enter events in DART, even if his/her job title is not Event Planner.
- More than One Security Role? You might need more than one security role to perform your day-to-day job. For instance, you might need access to create events and to create plans for prospects.
For more details on Security Roles and training, visit: http://www.mais.umich.edu/project_infocenter/announcement_dart.php?guid=20111128121404
For a list of Unit Liaisons, visit: http://www.mais.umich.edu/groups/liaisonlist.html
Posted by lburgamy at 11:58 AM
October 21, 2011
What should you do to prepare for DART?
In October, the DART project team shared some highlights of DART capabilities by development area. Finance and development community members are invited to read about these highlights online(https://www.umich.edu/~mais/dart/dart-highlights-10072011.pptx). If you are unable to access the materials, please email dart-project@umich.edu.
The development areas highlighted include:
- Mass Communications & Annual Giving
- Events
- Planned Giving
- Portfolio Management
- Gifts (Revenue
- Stewardship
- Supporting you in maintaining your fundraising operations, while successfully launching DART
- Supporting you as you continue with campaign planning and readiness
- New reports where something existing can meet the need
- Most one-time ad hoc reports where the need is “nice to know”
- New annual giving segments, programs, tests
- Overhauls to giving websites
- New interfaces or data feeds to/from DAC
- Updates to DC3, EIS or other internal applications
- New email blasts (solicitations, newsletters, etc.)
- Review and map your key initiatives and projects for the remainder of the year
- Assess any new projects being considered for:
-Level of fundraising impact
-Complexity and resources required
-Timing
-Compatibility with DART - Connect with your OUD team liaisons (Annual Giving, Marketing & Communications, Development Services, Events, Prospect Development & Analytics, Stewardship) immediately regarding your projects for which you anticipate partnering with OUD teams
- Confirmation that DART can handle our complex business processes
- For example, testers will confirm that DART can handle the many ways we process gifts at the university
- Confirmation that training materials are useful and easy to understand for community members who have little to no previous experience with DART
- Prioritized list of bugs and/or defects that must be fixed before Go Live
- Finalized decisions about policies and processes for the way we do business
- Anyone that has used EIS or DAC in the past.
- Anyone from the Development Community that will use DART in the future.
- Easy access to real-time donor information
- Ability to view information about people and organizations seamlessly & in one book of record. All the data you need to do your job is in one place, at your fingertips!
- Viewable connections and relationships between donors, organizations, and interests
- A holistic picture of a donor’s entire history with U of M, including communications, gifts, prospect plans, and wealth ratings.
- DART Newsletters
- In the Know
- Unit Liaison updates
- Check out a recording of the August DART Road Show
- You’ll see how to: get around different menus and pages; view information about people (summary/quick views, contacts, gift information, portfolio management, events and more)
- Training will include online materials, eLearning, and instructor-led sessions
- Unit Liaisons will help identify the training needed for members of their school, college, unit
- Training schedule and course information coming in November
- Web-content editor – helps staff quickly create and edit content on events websites, without special graphic or web design coding skills
- Social media integration – enriches site content by allowing Flickr albums, Facebook pages and actions (e.g. likes, sharing), Twitter feeds and more to be incorporated into websites
- Guest list and registration management – helps staff create and manage guest lists, identify if/when someone registers for an event
- Events-related communications – automates registration confirmations, reminders, and follow-up communications
- Metrics and tracking – records messages and registrations directly in constituent records, offers email metrics, e.g. clickthroughs
- Training will be specific to the job/role responsibilities for each staff member.
- Training will include online materials, eLearning, and instructor-led sessions.
- Unit Liaisons will help identify the training needed for members of their school, college, unit.
- Training schedule and course information coming in November
- Data types/codes – new tables, values, or fields Example: Recently, a new relationship type for Med Development, called MED Primary Contact was proposed for DAC. It doesn’t currently exist in DAC/EIS and must be created, in order to clearly define the UMHS gift officer leading developing strategies for prospects with multiple medical interests. Example: Over time, in DAC, the alumni activities fields have become a complicated catch-all. The data conversion team has been trying to map each kind of data within alumni activities to a new location in DART (e.g. memberships, affiliations, interactions, etc.). However, we must end this work to focus on the final data conversion and testing to make sure that all fields are mapped properly.
- Data imports – New mass imports of data into DAC will be limited or stopped. (This does not include data imports that are already scheduled as a part of routine business activities) Example: Data clean-up by OUD Data Services team. Importing changes to relationship statuses (e.g. spouse, daughter, etc.) en masse. Example: data imports as a result of integrating supplemental and shadow systems
- Assigning manager to a prospect
- Regular gift processing
- All usual manual updates sent through Dev Services for constituents
- New Grads data load in January 2012
- New allocations, solicitation codes, mail codes
- NCOA – National change of address updates
- Planned gift entry
- All regular reporting
- Data list requests (pulling lists for mailings)
- Estimating training and testing needs
- Grouping gift allocations for easier viewing and tracking in DART
- Objective: Verify that DART will handle all the business needs identified
- Ongoing effort, must be completed for comprehensive testing
- Cleaning, preparing, and mapping data from DAC to DART
- Must be a well-coordinated effort across campus – learn more about the deadlines related to data conversion
- Current challenge: Donor intent is captured in supplemental and shadow systems outside of DAC/EIS, or in an inconvenient image file. This makes it difficult to track appropriate gift spending and complicates accounting.
- DART Solution: Donor intent attributes/restrictions will be assigned to each gift. This allows people with access to the gift record to view the core intent of the gift easily.
- What if the shortcode provided will not be funded immediately?
- How will new requests for shortcodes for bequest intentions be processed?
- What shortcode will be used if a donor has not provided a S/C/U designation?
- What shortcode should be used for unrestricted gifts to Michigan?
- Attending UL meetings (every 4-6 weeks)
- Informing all levels of your unit, including key leadership
- Reviewing processes your unit uses to complete work, as well as internal operating policies and procedures, system access roles, etc.
- Identifying necessary changes your unit must make to assure successful transition
- Sharing your unit’s feedback, special needs, and concerns with the DART team
- Identifying staff members who will need training
- Expand the knowledge base around data, data systems, and individual best practice
- Develop shared responsibility for data accuracy through communications, best-practices, and networking
- Leverage the DART implementation to raise consistent awareness of data-related issues, including systems and policy enhancements and behavioral change management in order to maintain high fundraising performance and alumni engagement in support of the university
- Encourage our collective commitment to sustaining the lifelong engagement of alumni, donors, and volunteers at all levels throughout the university
- Create and maintain one book of record for common data that contains a complete and accurate picture of our constituents and our relationship with them
- Inspire trust in this data because it is accurate, comprehensive, timely, and secure
- Leverage people, financial, and system resources wisely in a constrained budget environment
- Avoid duplicate or repetitive work
- Ensure systems and processes are designed for efficient use and maintenance
- Evolve and improve our practices to meet current and future needs
- Adapt in order to take advantage of new technological capabilities
- Involve individuals to shape and influence process and system design, focusing on customer experience improvement and data accuracy and the completeness of the data
- Encourage multiple perspectives, creative thought, and experimentation
- Set and reaffirm a common understanding of expectations and mutual accountability through integrity, respect, and strong desire to do what is right for the constituent and the university
- We will leverage new technical platforms (e.g., DART), policies (e.g. Data Management Practices) and collaborations (e.g. OUD-ITS, School-School) with the goal of inspiring shared responsibility for data integrity and interoperability across the institution.
- We will deploy new tools and enhanced skills to provide better intelligence to guide decisions and strategy, and to aid improved financial, fundraising practices and alumni engagement, including major gifts, annual giving, research, events, reporting and stewardship, membership, and campaign management.
- Presentation displays best in Full Screen Mode (use the menu in the lower left corner of the slidecast window below).
- Autoplay runtime is approximately 2.5 minutes (click "View on slideshare" in the lower right corner of the slidecast window, then click green arrow to start)
- Strategy, timing and focus
- Resources available during and after launch
- What is a Unit Liaison Program and what does a UL do? Who will represent my school, college, or unit?
- What kind of support will the project team provide for ULs and units?
- What is the estimated work effort required by ULs and units in order to prepare?
- How will the Development UL Program work with others, like the
- Finance UL Program?
- "Donations, which include outright gifts, and an intermingled display of pledges and payments against those pledges
- Ability to vary the display by filtering on "Revenue" types, date ranges, Sites (s/c/u)
- Some aspects are similar to EIS detail displays, but with additional sorting/filtering options
- Lifetime Legal totals
- Lifetime “Soft” Credit
- Lifetime Number of gifts
- Lifetime Company Matching Credit
- Campaign amount is total “Recognized” (different than soft) amount; Michigan Difference timeframe
- Fiscal Year to date amounts
- Graphic options to display by Year, Account, or School – but only “soft” amount (not legal or recognized amounts)
- Concept of "soft" goes away; only legal and recognized amounts will be in DART
- Ability to break down by "site" – which is the equivalent of S/C/U
- 'Household giving' – discussions still underway of how U-M will use this
- Some stats are similar to EIS; some additional like "Most frequent amount", "Average Amount", "Total years given", "Given consecutively since" and more
- Processing of gifts and pledges
- Matching Gifts
- Recurring Gifts
- Benefits/Premiums
- Coding gifts for the General Ledger
- Allocations
- Life cycle of the gift including:
-Donor intent
-Fund utilization - Nearly 90 percent of respondents found the content covered in previews was relevant for their work
- About 80 percent reported moderate to high confidence that Design team members’ will adequately address Constituent functionality concerns
- Nearly 30 percent of the positive comments made during the previews were about DART’s user-friendly design
- Creating prospects
- Manager / Staff assignments
- Plans / Strategies / Asks
- Contact reports
- Gift officer metrics
- Documenting planned gifts
- Tracking planned giving asks
- Tracking planned giving relationships
- Reporting planned gifts
- Acknowledgements / Tribute acknowledgements
- Stewardship plans
- Recognition programs
- Recognition credit
- Endowment tracking / Reporting
- What is the DART Project and why are we doing it?
- How is the transition managed and who is involved?
- What is the transition process and anticipated timeline?
- Monday, March 15, 1-3PM, Wolverine Tower, Training Room 1
- Tuesday, March 16, 9-11AM, Wolverine Tower, Training Room 4
- Wednesday, March 17, 10AM-12PM, Wolverine Tower, Training Room 4
- Design process
- Basic navigation
- Search function
- How constituent information is captured and displayed
- Highlights of interesting productivity and prospect planning tools
- Brief and bulleted monthly email messages
- DART updates at Development Council meetings
- Less video more text
- Brief descriptions of what DART can do and what to expect
- More links
- Success stories from colleagues
- Prioritize needs
- Provide specifications to Blackbaud
- Respond to Blackbaud through programming
- Test configured software
- Larry Chaffee (DART Project Manager) and
- Terry Houser (Applications Infrastructure Manager for the new central IT organization at U-M)
- Identifying timeline and milestones, including phases of the project and targets for design, configuration, and testing of the new system
- Defining the design approach by outlining design team roles, responsibilities and charges, as well as how teams will interact over the next year. We’ll be looking for volunteers and suggestions for team members once role descriptions are in place.
- Review archived emails and other resources to catch up on the project
- Subscribe to the DART rss feed
- Teresa A. Sullivan, Provost and Executive Vice President for Academic Affairs
- Timothy P. Slottow, Executive Vice President and Chief Financial Officer
- Jerry A. May, Vice President for Development
- Robert P. Kelch, Vice President for Medical Affairs and Chief Executive Officer of the Health System
- We’ve grown and changed over the last 17 years
- New technologies more effectively manage all facets of Development
- New system will enable flexible information sharing across the University by integrating data more easily
- It will help us leverage our relationships by incorporating additional elements which cannot be stored on DAC
- More information on the decision to replace DAC
Development community members can learn more about Portfolio Management and Events capabilities during breakout sessions at Development Council on 11/14/11 (See Dev Community Learning Calendar: https://devweb.dev.umich.edu/depts/details.cfm?deptid=OVPD0026&doc_id=3870).
Posted by lburgamy at 01:27 PM
OUD services during DART preparations
OUD is committed to a successful DART transition over the next year. Many OUD teams are balancing existing work along with DART preparations. As a result, we may need to work with you to review other options for projects that require increased data and technical resources. This means, OUD may determine whether to support your project in a different way or postpone the project until after Go Live.
OUD remains committed to helping you meet your business needs by:
What kinds of project requests will be closely evaluated?
Here are some examples:
What should I do now to prepare?
Posted by lburgamy at 01:22 PM
Making our way through Comprehensive Testing
Comprehensive Testing kicked off in late September and is the DART team’s focus for most of Fall 2011. There are approximately 100 participants and 14 teams involved in the three testing cycles. Some of the expected outcomes of testing include:
Posted by lburgamy at 01:19 PM
September 22, 2011
DART Road Show - Recorded Session 08/11/11
Curious about the new Donor Alumni Relationship Tool (DART)? View the Road Show to see how to: navigate/get around different menus, screens, and pages; view information about constituents; and view gift information.
The 1-hour recording shows the presentation slides with the presenter's audio. (Follow this link to launch the recording from this page.)
Intended Audience
The Road Show will cover the basic information that everyone from Development will be able to view in DART. Note: This session covers DART from a development perspective, rather than finance.
What is DART?
DART is the Donor & Alumni Relationship Tool replacing the Donor, Alumni, and Constituent Database (DAC). DART will help manage information about relationships and interactions that the University of Michigan has with colleagues, alumni, friends, foundations and corporations. Some big ways DART will help us manage lifelong relationships:
Posted by lburgamy at 10:00 AM
What should you do to prepare for DART?
Unit Liaisons are helping with specific tasks to prepare schools/colleges/units for the transition. In the meantime, you can review some of these online resources.
Stay informed (DART website)
Get a glimpse
Know that training is coming
Posted by lburgamy at 09:47 AM
DART brings new Online and Events Management capabilities
The Office of Reunions and Reunion Giving (ORRG) provided a unique opportunity to explore some of the new online capabilities we will have when DART goes live. The site allows alumni to find and register for reunion events in one place. Specifically, the ORRG site used the new web-content editor to help staff create and edit site content.
Shannon Wilson, Associate Director of ORRG, says the site is getting great feedback from committee members and the alumni association. She also reported that the site is looked at as a model for some Big Ten universities – The Ohio State University’s alumni association contacted her for more information on how the ORRG site was created.
Highlights of Online and Events Management capabilities coming in DART
Later this fall, the DART team hopes to demonstrate some of the new Events features that will be available after DART goes live.
Posted by lburgamy at 09:41 AM
Drive for Go Live
We are less than 200 days from our target Go Live: March 26, 2012. The project team has worked hard all summer in preparation for comprehensive testing this fall. The team, and others from the development and finance communities, will test DART to make sure it accommodates all our business processes. For example, they will test to make sure DART can handle all the ways we process gifts at the university.
Training is coming in early 2012Posted by lburgamy at 09:36 AM
July 27, 2011
09/30 Cut-off – Reminder for those involved with fundraising planning
In the last newsletter, we announced a 9/30 cut-off date for changes to DAC. We need to minimize changes to DAC and other data as we get closer to Go Live. Introducing too many changes too close to Go Live jeopardizes our success.
If you are planning a new initiative or campaign, such as a new matching gift program, you may need to check-in with the DART project team. New campaigns or stewardship initiatives that need to be tracked in DAC using new fields or codes could have an impact on our data conversion processes.
Here’s a reminder on the kinds of changes we will limit after 09/30:
After 9/30/11, we will limit data structure changes to DAC or Data Warehouse, which could have an impact on our data conversion processes. The limitation includes:
Data types/codes : new tables, values, or fields
—Example: Recently, a new relationship type for Med Development, called MED Primary Contact was proposed for DAC. It doesn’t currently exist in DAC/EIS and must be created, in order to clearly define the UMHS gift officer leading developing strategies for prospects with multiple medical interests.
—Example: Over time, in DAC, the alumni activities fields have become a complicated catch-all. The data conversion team has been trying to map each kind of data within alumni activities to a new location in DART (e.g. memberships, affiliations, interactions, etc.). However, we must end this work to focus on the final data conversion and testing to make sure that all fields are mapped properly.
Data imports: New mass imports of data into DAC will be limited or stopped. (This does not include data imports that are already scheduled as a part of routine business activities)
—Example: Data clean-up by OUD Data Services team. Importing changes to relationship statuses (e.g. spouse, daughter, etc.) en masse
—Example: Data imports as a result of integrating supplemental and shadow systems
Any data structure changes after 09/30/11 will be subject to approval by the DART Project Management Core Team and dependent on its impact to the DART data conversion processes.
Routine business activities will continue up to Go Live:
The following are examples. Email dart-project@umich.edu if you have a question about whether something is considered “business as usual”.
—Assigning manager to a prospect
—Regular gift processing
—All usual manual updates sent through Dev Services for constituents
—New Grads data load in January 2012
—New allocations, solicitation codes, mail codes
—NCOA – National change of address updates
—Planned gift entry
—All regular reporting
—Data list requests (pulling lists for mailings)
Posted by amhooper at 03:18 PM
Volunteer Commitments Through Go Live
We are charging ahead with the new Donor and Alumni Relationship Tool (DART) after a very busy and successful year of close collaboration across campus. Our current Go Live target is March 26, 2012 – when we expect everyone will use the new system. There is still much work to do as we shift from designing the system to meet U-M needs toward testing and training.
Estimated commitments
We need some volunteer staff from schools, colleges and units to continue working on the project through Go Live. Below are some estimates to help gauge how much staff time the project anticipates needing through March 2012. Please note, these estimates do not include time for training. The amount of time staff need for training will vary depending on the kind of work they need to do in DART. More information and estimates will be communicated through Unit Liaisons this fall.
| Teams | needed from select individuals |
|---|---|
| Core Design team members | |
| Functional Area design team members | |
| Testing team members | |
| Unit Liaisons | Note: This estimate is for efforts between August 2011 and Go Live. It is based on an average for meetings and homework activities. Larger units may require a greater effort. This estimate can be multiplied for additional team members larger units may have assisting with unit preparations for Go Live. |
| Other members of the development community with business and/or technical expertise |
Selecting volunteers
In August, the project team will approach select individuals to continue on the project through March 2012. These individuals will be involved with some of the following activities:
—Working on tasks related to moving DAC data into DART (e.g. determining new fields needed, populating drop-down lists)
—System Testing
—Reviewing and outlining best practices for business and the use of DART
—Reviewing training materials, critiquing system demonstrations, providing details and information
—Reviewing reporting features and functions, providing feedback
Some of the people selected may currently serve on project teams, while some new individuals may be selected for their deep business or technical expertise. We hope you will be able to support their participation through Go Live.
Posted by amhooper at 02:57 PM
DART Road Show - Get a glimpse of how DART works!
Curious about the new Donor Alumni Relationship Tool (DART)? Register for a DART Road Show session and get a guided tour of the system, including updates since 2010. You’ll see how to:
—Navigate/get around different menus, screens, and pages
—View information about constituents
—View gift information
Intended Audience: Anyone that has used EIS or DAC in the past. Anyone from the Development Community that will use DART in the future. We will cover the basic information that everyone from Development will be able to view in DART. Note: This session covers DART from a development perspective, rather than finance.
Register through DevNet Development Community Learning . If you are unable to access this site and want to register for a session, please contact dart-project@umich.edu.
Due to limited time, these sessions will not cover how to edit information; reports or reporting; the online donor experience; or detailed system training. Also note, the content presented at the road shows will be very similar to the content presented at the Supplemental and Shadow systems session on 6/27.
Be part of the leap from DAC to DART – Register for one of the following sessions today!
—August 8, 1-2:30pm - Palmer Commons
—August 11, 9-10:30 am - Wolverine Tower
—August 15, 9-10:30 am - McKinley
—August 15, 9-10:30 am – Can’t attend in person? Join a virtual session (Limited seats -Adobe Connect)
—August 16, 3:30-5:00 pm - Wolverine Tower
—August 24, 1-2:30 pm - McKinley
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What is DART?
DART is the Donor & Alumni Relationship Tool replacing the Donor, Alumni, and Constituent Database (DAC). DART will help manage information about relationships and interactions that the University of Michigan has with colleagues, alumni, friends, foundations and corporations. Some big ways DART will help us manage lifelong relationships:
—Easy access to real-time donor information
—Ability to view information about people and organizations seamlessly & in one book of record. All the data you need to do your job is in one place, at your fingertips!
—Viewable connections and relationships between donors, organizations, and interests
—A holistic picture of a donor’s entire history with U of M, including communications, gifts, prospect plans, and wealth ratings.
Posted by amhooper at 02:37 PM
June 27, 2011
Key deadline for major changes
We need to minimize changes to DAC and other data as we get closer to Go Live. Introducing too many new changes too close to Go Live, jeopardizes our success. Therefore, new changes and/or modifications will stop after September 30, 2011. However, we expect routine business activities to continue through Go Live.
What kinds of changes are we limiting?
After 9/30/11, we will limit data structure changes to DAC or Data Warehouse, which could have an impact on our data conversion processes. The limitation includes:
Any data structure changes after 09/30/11 will be subject to approval by the DART Project Management Core Team and dependent on its impact to the DART data conversion processes.
What are some examples of routine business activities we expect to continue up to Go Live?The following are examples. Email dart-project@umich.edu if you have a question about whether something is considered “business as usual.”
Posted by lburgamy at 10:41 PM
Go Live Target: March 26, 2012
It is full speed ahead as we set forth on transition. Here is a highlight of current activities in some key areas: Unit preparations (including Unit Liaison activities), Comprehensive testing, and Data conversion.
- Unit Preparations
Ensuring each unit has a plan for their systems and data at Go Live (Supplemental/Shadow systems)
- Comprehensive testing
Starts in September 2011, goes through January 2012
-
Data conversion
Posted by lburgamy at 10:27 PM
DART Smart Highlight
Highlighting improvements, best practices, and more. (Thanks for the suggestion, Dar Matthews!) This issue: Better tracking donor intent. Quick and easy views to see restrictions on the way gifts are spent.
Better tracking donor intent for gifts
We often need to track a donor’s intent or restriction on a gift. For example, a gift may be reserved for a particular type of student (from a specific geographic location and/or a particular academic focus).
Posted by lburgamy at 10:02 PM
May 17, 2011
Getting ready- unit prep activities
During March, Unit Liaisons provided information on over 90 supplemental and shadow systems across campus. The project team is compiling that data with other information on more than 150 interfaces, legacy batch jobs, and reports that schools/colleges/units use to support their development business. They will evaluate and prioritize which of these systems, interfaces, jobs, and reports DART can accommodate at Go Live in Spring 2012.
Evaluating and prioritizing for Go Live
Members of the project team, selected for their technical and business expertise, are taking some time to evaluate all the systems, interfaces, jobs, and reports. Each item in the inventory will be ranked and prioritized based on its impact to business processes and the resources needed to resolve the item before Go Live.
How this affects your unit
Later this summer, we’ll communicate which items your unit can expect DART to handle at Go Live. (We will work with Unit Liaisons to share this information). The project team cannot accommodate every item. However, taking the time to do this prioritization effort helps us all in our planning efforts. It will help us to plan for capturing and moving data over to DART with existing tools (e.g. DAC/EIS) prior to Go Live. It also helps us see what kind of training is necessary, and allows time to determine alternative solutions for those not included.
Learn more in our FAQ about the strategy and process for prioritizing shadow and supplemental systems.
Posted by amhooper at 04:08 PM
Looking Ahead for Go Live
The following presentation illustrates how preparation activities fit on the project timeline (shown by calendar year). Go Live is scheduled for Spring 2012. Training, unit preparations, and other communications will be more intensive as we get closer to our Go Live target.
Training
Project team is developing and testing materials. These include job aids, classroom training, and online materials. Units will receive more information on training schedules, courses, and more at the start of 2012.
Unit Preparations
Unit Liaisons are working with the project team on a series of preparation activities, to ensure that each unit is ready for Go Live. For example, ULs and the project team are determining how the DART transition affect alumni and development systems (a.k.a. supplemental and shadow systems) that units may maintain outside of EIS/DAC. Unit preparation activities will intensify this summer and fall.
Communications
The project team will continue to communications and presentations (Development Council, Budget Administrators Group, etc.). In addition, community members will have more opportunities to see software demonstrations.
Posted by amhooper at 01:02 PM
February 22, 2011
Update for Regents
Jerry May submitted a report for Regents regarding DART project progress. Regents received the report for their February 2011 meeting. It provided important information on how DART aids lifelong engagement and harnesses the power of a collective university. A copy of the report follows:
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Update: New Donor and Alumni Relationship System for U-M
Report for Regents, February 2011
From Jerry May, VP for Development
The University of Michigan is on track to launch DART (Donor and Alumni Relationship Tool), the new relationship management system, in Spring 2012. The approved project cost is $15 million, and the project is currently within budget.
This system will help all three campuses, all of Ann Arbor’s schools and colleges, the health system and Office of University Development manage information on over 1.1 million donors and prospects, ensuring security and confidentiality through state-of-the-art technology. DART will be a powerful enabler of the next comprehensive campaign and will improve work of the entire university development community.
New system aids lifelong engagement
Our most generous donors ($1 million +) donate to three or more places within the university (on average), and interact with many others in our institution. Today’s million dollar donors, almost without exception, began as modest annual fund donors who continued to give in increasing amounts. Therefore, the challenge is not just to keep donor records. The challenge is to leverage donor information to help build lifelong relationships and cultivate maximum fundraising efficiency.
DART creates a 360 degree view of all the university’s interactions with existing and potential donors. It integrates with data in other systems (e.g. finance, wealth scoring, etc.) to help manage the entire gift process. In DART we can track the kinds of contacts leading up to a gift, where and how the funds are spent, who/what benefits from the gift, and better understand what other giving opportunities might be suitable for our donors. Additionally, DART serves complex information to staff in web-based dashboard-style displays and graphics that aid quick and intelligent decision-making. For example, a manager can see how his/her team is performing, a gift officer can review information on a donor relationship at any place and time, and financial administrators can review expenditures of a particular gift. As a result, DART helps us enhance and sustain a lifelong engagement with each donor.
Donors expect our staff to know how they give: as individuals, as a family or as a member of a foundation, through their business, etc. They also expect to give at their convenience, to any area of the university – and they expect the university to keep accurate and current records so they get credit for all their gifts. The technology DART offers will enable us to meet these expectations. Donors will receive better service by being able to register for events and give online, view reports of their gifts, interact with others in the university, and build stronger relationships.
Harnesses the power of a collective university
Over the last 15 years, the university created campus-wide information systems for finance, human resources, student administration, and research administration information. Similarly, DART will enable U-M personnel to update and retrieve fundraising information in DART and share the responsibility for donor stewardship.
The existing system is on a mainframe implemented in 1991. As information needs outpaced the technology, staff created supplemental and/or shadow systems to meet their needs. DART will better assist staff to meet their needs and enable the university to accrue significant savings by reducing the number of shadow and/or supplemental systems maintained across campus.
This is a more efficient way to manage existing and prospective donor information. It also enables sophisticated reporting and modeling. As a result, we can target university resources more effectively and continuously improve our approaches. For example, we can better identify concentrated geographic regions of alumni and direct gift officers to develop local events, programs, and other activities. This helps provide a greater return on the university’s investment over spreading resources across an area where prospective donors are few. Furthermore, it helps cultivate a strong sense of community amongst our donors.
Collaborating to protect the university’s investment
DART is based on software provided by Blackbaud, and is tailored to meet U-M’s unique needs. Over 120 university employees from various schools, colleges, and, units are collaborating on system design. As part of that effort, these representatives define the processes and policies related to migrating existing data and practices to the new system. Additionally, U-M plays a leadership role in Blackbaud’s product advisory group, which includes other universities (i.e. The Ohio State University, Oxford University, and University of Iowa). In this capacity, U-M is able to advise and influence Blackbaud’s direction on future software enhancements, thereby protecting the university’s long-term investment in this software.
Posted by lburgamy at 02:35 PM
New workspace for DART teams
The team is settling into their new space at 500 East Washington. They will share the space with the M-Community team. However, there are plenty of conference rooms and offices to support the team’s collaborative work style. Below are some details on parking and visiting the new offices. These are also highlighted on this campus map.
Parking:
There are blue U-M lots within walking distance of the new offices. The Maynard parking garage also offers convenient (for-pay) parking space for visitors.
Bus Routes:
Visitors coming from Wolverine Tower may take the blue northbound commuter bus, or the 36 AATA bus to Michigan Union. 500 East Washington is a short walk from the bus stop.
Teleconferencing:
The DART team also has teleconferencing capabilities, for those who are unable to travel to the new work space.
Posted by lburgamy at 01:55 PM
The leap from DAC to DART...
Is actually a migration. Its success is largely dependent on a larger, university-wide effort to improve the quality and use of data. DART is just one of several areas making progress. Chrissi Rawak presented the following slides on Information Excellence at Development Council on February 14, 2011.
Posted by lburgamy at 11:48 AM
February 02, 2011
Shortcodes required for bequest expectancies
In order to prepare for our transition to DART, the process for bequests is changing. Each bequest expectancy must now be recorded with a related shortcode. This change makes it possible to count the bequest expectancies as gift revenue or in campaign counting in DART. Previously, a related shortcode was not required.
This new process is currently in effect: Office of Gift Planning (OGP) will contact you to provide a shortcode (if not immediately known) or to create a new shortcode for new bequest intentions received on or after January 17.
Please be advised: it may take longer to record a bequest as we work to establish new shortcodes and gather information for existing bequests.
Related to this change: We will no longer enter joint bequests on two constituent records. The bequest will be recorded on one individual’s record with a bequest comment on the related individual’s record (Status code %, See Related EID for Beq Detail ).
Frequently Asked Questions related to this topic:
Posted by lburgamy at 10:29 AM
December 22, 2010
DART Go Live target is spring 2012
The following message was sent from Jerry May, U-M Vice President for Development, to all development community members. Deans, Directors, Department Heads, and other financial contacts (including some staff at UMHS) recieved a similar announcement.
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As you know, over 120 members of the development and finance communities are working hard to implement the new Donor and Alumni Relationship Tool (DART). This is a significant financial and human resource investment across the university. I want to again acknowledge and thank these individuals, and all of you who have been working so hard on DART.
The project teams' effective planning and work allowed us to foresee challenges to our original target date for transitioning over to DART. Therefore, we are moving the target from Summer 2011 to Spring 2012. I can assure you that the decision to delay was not taken lightly. However, the project team's careful forecasting made it clear that Blackbaud, the vendor, needs more time to adapt their platform to (1) an enterprise model and (2) to accommodate Michigan's scale and complexity.
This delay is unfortunate, but it is imperative that we implement a system that meets our business needs across the university. We've added new resources in the OUD data analytics group and increased the expertise of the reporting and information analysis group (formerly the IDEA Team) so your near-term information needs can be handled more robustly than before. Blackbaud is committing additional resources to ensure this project's success. As a result, we are able to extend the project timeline to deliver the critical features to meet our business needs.
We are confident this delay will not significantly impact the planning for the university's future comprehensive campaign. However, we do recognize the delay may affect human resources in your unit. For example, some of your staff may be serving on design teams, and their efforts may need to extend longer than expected. The Project Team will communicate with you and/or your unit's leadership about such cases.
We want to thank you for your continued support as we move forward. If you need more information, please visit the DART online FAQ, or contact the project team (DART-Project@umich.edu).
Sincerely,
Jerry A. May
Vice President for Development
University of Michigan
Posted by lburgamy at 11:15 PM
December 15, 2010
DART Go Live delayed to spring 2012
The following announcement went to ULs on 12/13. University leadership has agreed to delay DART Go Live until Spring 2012. Executive Officers will announce the delay in email communications. Specifically, Phil Hanlon will send an announcement to Deans. Jerry May will send an announcement to development community contacts. Tim Slottow’s announcement will go to financial community contacts.
You may receive questions from your staff on the announcements. Please use these talking points to help answer some of the most common questions. If you have questions about the delay that are not answered in the attached document, please feel free to email DART-Project@umich.edu. We will make sure to review and address your questions, some of which may be appropriate for our online FAQ.
Posted by lburgamy at 01:06 PM
September 30, 2010
Development: UL Program Kicks-off Oct. 22
This summer, the DART project team and Development Program Managers from across the university met to discuss a Development Unit Liaison Program. They agreed to designate unit representatives, a.k.a. Unit Liaisons (ULs), for each school, college and unit. ULs will start meeting on Oct. 22 to learn more about the kinds of changes DART will make to policy, work flow, and practice. Some of their responsibilities include:
For more background information on the UL Program, please review the UL Program Overview and the discussion with Program Managers
Posted by lburgamy at 10:33 AM
Getting Prepped for DART: Software preview
Does your team conduct direct mailings or annual giving communications? Here are some highlights of Direct Marketing functions in DART, which were shown at the September Dev Council meeting. This preview also includes a high-level review of how DART captures biographic/demographic data and revenue summary information (e.g., total giving received from a constituent, links to their spouse/partner, total giving received from the pair).
Note: This presentation is restricted to Development Community members. If you need access, please contact DART-Project@umich.edu
Posted by lburgamy at 10:13 AM
August 02, 2010
Unit Liaison Program Discussion
In July, DART Project Team Members and development Program Managers shared several discussions on the Unit Liaison Program. Their focus was on gaining representation from each school, college and unit. These representatives will work with the DART Project Team to better understand the changes coming from the DART transition. The following presentation guided these discussions.
Each school, college, and unit will appoint their Unit Liaison(s) by the end of August. Unit Liaisons will receive invitations to a kick-off meeting to be held in October.
Posted by lburgamy at 09:35 AM
July 20, 2010
Presentation for Financial community members
This month we presented a project update to the Budget Administrators Group. We reviewed how the project was organized, anticipated timing and a summary of current activities. In addition, we shared information on the new Development Unit Liaison Program in formation, and reviewed some highlights from the Revenue Design Team’s recent work.
Posted by lburgamy at 10:07 PM
June 07, 2010
Guiding Principles of Information Excellence
The following principles guide our vision of Information Excellence -- to enhance and sustain the lifelong engagement of University of Michigan alumni, volunteers, donors, and prospective donors, through the disciplined, respectful, and creative use of data. These principles also guide the Information Excellence framework, and are inspired by a culture of trust, creativity, and collaboration.
PRINCIPLES
Understanding and Awareness
Shared Responsibility
Transparency
Efficiencies
Continuous Improvement
Do What is Right
Posted by lburgamy at 08:25 AM
Information Excellence Framework
The following framework supports our vision of Information Excellence. By initiating and leveraging strategic projects, such as DART, we can accelerate fundraising performance to enhance and sustain the lifelong engagement of alumni, volunteers, donors, and prospective donors. It is guided by a core set of principles and inspired by a culture of trust, creativity, and collaboration.
Posted by lburgamy at 08:24 AM
The vision for DART and other strategic initiatives
Our long-term vision is to enhance and sustain the lifelong engagement of University of Michigan alumni, volunteers, donors, and prospective donors, through the disciplined, respectful, and creative use of data. We call this our vision for Information Excellence.
Leadership from across the University collaborated through the DART Consultative Council, to articulate this vision and provide a framework for achieving it.
Over the next two years, the following actions will ensure immediate and long term advancement of the university fundraising enterprise:
Posted by lburgamy at 08:20 AM
June 01, 2010
Change Management: 30 second update
The project team will support Schools, Colleges, and Units during the DART transition. Comprehensive training materials, instructor-led and online training will help staff learn how to use DART. In addition, the Unit Liaison program will help staff understand how DART affects their existing system and business processes. Project updates, briefs, and demonstrations will continue. As we approach Go-Live, the project team will guide staff and Unit Liaisons through preparation tasks.
Learn more about how we plan to manage support for DART by watching the presentation below. Additional information is also available in the DART FAQ.
In this slideshow:
Rate this presentation, or send us your questions and comments:
Download a copy of the PowerPoint.
Posted by lburgamy at 10:18 AM
May 18, 2010
Unit Liaison Program: 30 second update
Schools/Colleges/Units and the project team will create a Unit Liaison program to support the DART transition across campus. S/C/Us will have representation to help prepare their unit for DART Go-Live. Unit Liaisons will learn about changes and identify challenges. They will share information with the project team and communicate changes with their unit. The project team will help units by providing training and communication materials, as well as assessment tools and counsel. Over the summer, the project team, Program Managers and other unit leaders will determine the appropriate structure and representation for the UL program.
Need more information? Here are some items from the DART FAQ that might help:
Posted by lburgamy at 09:44 AM
April 15, 2010
Revenue History
These screenshots compare Revenue history information in EIS and DART. EIS provided two views of Giving detail: one view for gifts, another for pledges. Only legal and soft amounts were displayed (no recognition amounts). DART provides more granularity to revenue history information:
Click on images to enlarge.
EIS REVENUE HISTORY:
DART REVENUE HISTORY
Posted by lburgamy at 01:04 PM
Revenue Summary by Year
EIS included only a few graphical displays based on soft amount. DART will include more granularity in graphs, including ability to break down by Designation, Campaign, Sites (S/C/U), Fundraising Category. These DART graphs are "out of the box"; we expect to have additional analytic kpi's & OLAP cube capabilities that will be built by the U-M analytics team.
Click on images to enlarge.
Posted by lburgamy at 12:57 PM
Revenue Giving Summary
This is a quick glance at the current EIS Giving Summary. As a quick, general comparison: the DART Giving summary provides more context than EIS and enables quick access to more granular views of data.
Blackbaud and the Project Team are discussing metrics / stats that help provide a good picture of the donor. Some of the current information displayed here could change in go-live versions for U-M.
EIS Giving Summary Displays:
Click on images to enlarge.
In DART, some stats are similar to EIS. However, there are some changes. For example, only legal and recognized amounts will be available (instead of 'soft'). You’ll still be able to break down by ‘site’ – which is the equivalent of S/C/U.
DART Giving Summary Screens:
Posted by lburgamy at 12:08 PM
Revenue Design Highlights
The Design Team made updates to our future DART system to meet U-M’s needs related to Revenue information. These screenshots highlight some of the differences between EIS and DART displays of revenue data. Here's a quick overview of what Revenue design teams reviewed:
Revenue Design teams reviewed:
Here are some comparisons between EIS and DART for Giving Summary, Summary by Year, and Revenue History.
Posted by lburgamy at 11:49 AM
April 13, 2010
DART News Feed
Subscribe to the DART News Feed to stay informed without having to visit the DART project website everyday. Announcements and resources for the DART project will be delivered into your feed reader once you subscribe to the news feed.
What are news feeds?
News Feeds, also called RSS Feeds, are a technology enabling web publishers to deliver frequently changing content directly to you.
How to subscribe:
Obtain a "feed reader" - a program or service that will collect content and display it in an easy-to-ready format. You can download one of the many free feed readers available on the Internet, or use Microsoft Outlook 2007 or Internet Explorer 2007 to read and manage your news feeds.
Posted by lburgamy at 02:32 PM
DART Constituent Preview Feedback
Over 100 development and finance community members learned how basic entity information will be handled in DART. In February and March, 75 participants completed a follow-up survey to the previews. (If you missed the DART Preview, you can view a lighter demonstration online).
Common themes/questions were also raised around business process and product functionality. Many of these are now answered in the new DART FAQ).
Posted by lburgamy at 02:15 PM
DART Project Team Update
Design teams for Prospect Management, Planned Giving, and Stewardship are starting to meet. Design team leaders were identified for each team. An advisory group will provide guidance to make sure design specifications are holistically integrated. Read more about design team members on these teams, and what they’ll cover:
(DART design team and consultative council members list from 04/12)
Prospect Management Design includes:
Planned Giving Design includes:
Stewardship Design includes:
Posted by lburgamy at 01:54 PM
March 17, 2010
DART Project: 30 Second Overview
DART* will replace DAC*. It will allow development and financial staff to collect, store, and analyze a much broader range of information related to fundraising and donors. DART will help staff better manage lifelong relationships with donors and leverage data in useful ways to support decision-making. The project has university-wide support and leadership, with development community, financial community, and central IT resources working together to deliver the project. DART is scheduled to launch in 2011.
Need more information? Here are some items from the DART FAQ that might help:
*DART = Donor & Alumni Relationship Tool
*DAC = Donor, Alumni, and Constituent Database
Posted by lburgamy at 02:41 PM
February 25, 2010
Join us for a special DART preview
Blackbaud worked closely with the Constituent Design Team and made updates to our future DART system to meet U-M’s needs related to “constituents” (Entity information such as name, address, affiliations, relations, etc.)
See some of those changes and also conduct your own hands-on exploration of Blackbaud’s base product. Project and design team members will answer questions and give you an idea of system changes yet to come. (Note: “Revenue” functionality, such as endowment or other financial information will not be covered in this demo)
To attend, please register online for one of the following sessions:
Posted by lburgamy at 11:19 AM
February 15, 2010
DART Recorded Demonstration
This is a guided tour of Blackbaud’s base product. Design teams are working with Blackbaud to configure this base product for U-M’s needs. This 15 minute recording (by Karen Isble and Peg Lutz) is divided into three short segments. If you’d like to see other DART demonstrations, be sure to complete the survey at the end of this recording. Launch the recorded demonstration
Part 1 (4 minutes)
Part 2 (5 minutes)
Part 3 (6 minutes)
Please note, the presentation may take a few moments to load.
For optimal viewing, configure your display settings to 1152 X 864.
Posted by lburgamy at 09:39 AM
January 26, 2010
Ready, Set, Go! DART Preview Next Month
Pilot previews of DART were recently shown to OUD Gift Officers and development staff at the Med School. Attendees offered suggestions on the most interesting features and functions included in the demo. Features and functions of highest interest to attendees :
The project team will incorporate this feedback for a recorded demo. They plan to offer the recording online next month. The team is also discussing a schedule for future demonstrations across campus as DART design moves forward.
Posted by lburgamy at 04:23 PM
DART Survey Results
More than 800 development and finance professionals were invited to take a DART communication survey issued in December 2009. Findings indicate that support for the project is high and future communications need to focus on product information and capabilities. Respondents also shared ways to improve communications. Suggestions included:
In response, the DART team will send a brief recorded demonstration of DART next month. It will highlight some of the new functions and capabilities of DART over DAC.
Posted by lburgamy at 04:19 PM
DART Project Updates
Blackbaud returned initial software configurations on Constituent data (biographical information). The configurations are based on specifications outlined by the Constituent Design Team . The project team and select community members are testing the configurations this month. In the meantime, work on other areas of DART continues.
Data Conversion
This team works steadily to create a new home for DAC data in DART. They are testing results of the first conversion and determining procedures to validate biographical data of people and organizations. The team is also moving forward with data mapping, working with the Revenue Management Team’s findings.
Online Community
The team focuses on how the new online portal will handle some revenue business processes. The group recently submitted7 different scenarios to Blackbaud for review. They will continue working closely with Blackbaud.
Annual Giving, Campaign Management and Prospect Research
This is the third group of design teams starting work on DART. They will follow a similar process as other design teams:
Design Team members:
Annual Giving
Joe Gagliardi, OUD - Co-Lead
Kathy Valley, UM Cancer Center - Co-Lead
Wendy Ascione, Rackham
Megan Doud, OUD
Lesley Hundley, OUD
Angie Peterson, OUD
Jim Reische, OUD Communications
Ted Schaefer, Ross School of Business
Billie Welty, Alumni Association
Hanah Wilkins, College of Literature, Science and the Arts
Liz Woods, OUD
Campaign Management
Karen Isble, OUD - Lead
Patrick Franklin, OUD
Sheryl Szady, OUD
Jerry May, OUD, Advisory Group
Todd Baily, Law School, Advisory Group
Martha Luckham, College of Literature, Science and the Arts, Advisory Group
Ray Aldrich, Medical Development, Advisory Group
Prospect Research
Jennifer Ting, OUD – Lead
Joe Burman, College of Literature, Science and the Arts
Clint Grossnickle, OUD
Posted by lburgamy at 03:29 PM
November 16, 2009
DART Consultative Council
The Consultative Council is a group of development and financial leaders from across the university. They meet with DART project leadership monthly and provide input and feedback on changes to data processes and policies that will affect the entire community. Recently, the Council was helpful in more clearly articulating how we’ll measure DART success.
Consultative Council
Thomas Baird
Vice Chancellor, Dearborn Institutional Advancement
U-M Dearborn Institutional Advancement
*Larry Chaffee
Assistant Director University Development Systems
U-M Information and Technology Services
Maria Grupe
Director of Development
UM Med Development-Alumni Relations
Jillmarie McDonough
Director of Development and Alumni Relations
U-M Horace Rackham Graduate School
*Debbie Mero
Director Financial and University Development Systems
U-M Information and Technology Services
*Jefferson Porter
Associate Vice President for Development, Corporate, and Foundation Relations
U-M Office of University Development
*Chrissi Rawak
Assistant Vice President for Development, Talent Management, Finance & Administration
U-M Office of University Development
Janice Sigler
Vice President for Operations
U-M Alumni Association
Cheryl Soper
Controller and Director of Financial Operations
U-M Financial Operations
Ann Verhey-Henke
Director of Foundation Relations, Health, Science & Technology
U-M Office of University Development
Virginia Wait
Executive Director, Resource Planning and Management
Engineering Administration
Jason Winters
Senior Associate Athletic Director Business Operations
U-M Athletics
*DART Project Leadership
Posted by lburgamy at 11:40 AM
Data Conversion Team
This team has been working steadily to find the right home for all of our current DAC data in DART. They are making great progress with the first segment of data that covers constituent and biographic information. As the subject matter of data changes, the conversion team membership may change to ensure representation of expertise in the appropriate areas.
Data Conversion Team
*Vikki Jablonski (OUD), Co-Lead
*Sam Solovyev (ITS), Co-Lead
Mike Gladieux (ITS)
Barbara Gomez (OUD)
Geoff Henricks (ITS)
Sheryl Szady (OUD)
Maria Zampierollo (OUD)
*Design Core Team member
Posted by lburgamy at 11:30 AM
Online Community Design Team
This DART design team is responsible for creating our new, interactive, online portal. The members listed below represent the main team. However, we expect to rotate others onto the team depending upon the online subject matter. The team’s focus at the start will likely be related to how the portal will handle some revenue business processes.
Online Community Team
*Vikki Jablonski (OUD), Lead
David Emery-Peck (Ross School)
Patrick Franklin (OUD)
Michele Helfrich (OUD)
*Dar Matthews (OUD)
Lil Mazza (ITS)
Julie Niedbala (OUD)
Luke Palnau (OUD)
Janice Sigler (AAUM)
Regis Vogel (OUD)
Nancy Waters (OUD)
Liz Woods (OUD)
*Design Core Team member
Posted by lburgamy at 11:22 AM
Revenue Management Design Teams
Revenue is the second functional area of DART to be designed. The design is spread over two groups. The first team has ten representatives, two of whom are also part of the Design Core Team. After careful consideration, we established the second revenue team to pay special consideration to the “Life Cycle of the Gift.” In particular, this group is concerned with business processes involved after securing a gift.
Revenue Management Team*
Cathy Spickard (OUD), Co-Lead
Jarrod Van Kirk (FinOps), Co-Lead
Sharon Geva (ITS) Business Systems Analyst
Chris Ososki (OUD) Business Systems Analyst
Julie Niedbala (OUD)
Linda Kline (OUD)
Patrick Franklin (OUD)
Kim McDade (Cancer Center)
Bobbie Simson (Engineering)
Larry Jonas (WUOM)
Carson Rizor (WUOM)
*Dar Matthews (OUD)
"Life Cycle of the Gift" Revenue Team
Thom Madden (ITS), Lead
*Dar Matthews (OUD)
Jean Rauchholz (FinOps)
Lisa Harris (ITS)
Shelly Crundwell (Engineering)
Lori Maddos di Hernandez (SNRE)
Jennifer Barnett (Treasury)
Christine Luo (Law)
Jarrod VanKirk (FinOps)
Ken Witherspoon (ITS)
*Design Core Team member
Posted by lburgamy at 11:14 AM
September 21, 2009
Learn more about the Constituent Management Design Team
A Tour de DART slideshow on the Constituent Management Design Team, which was the first of the DART design teams to start work last month. In this presentation, find out who's on the team and what the co-leaders have to say about their experience so far.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Posted by lburgamy at 03:43 PM
Get target start dates for design teams and effort estimates for volunteers
A Tour de DART slideshow with details for design team volunteers. In this presentation, see how the design teams overlap, how much effort is required by volunteers, and estimates for when each design team will get to work.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Posted by lburgamy at 03:02 PM
Learn about phases, workstreams, and timing for DART implementation
A Tour de DART slideshow with audio of John Hornbuckle, Blackbaud Engeament Manager on the DART Project Management Core Team. In this presentation, hear about U-M's overall approach to implementing DART. It includes a review of implementation phases with some high level timing of the design phase. To view this presentation full screen, click on the icon in the lower right corner of the window below.
Posted by lburgamy at 02:57 PM
July 14, 2009
What are the biggest challenges facing DART Project members?
A Tour de DART slideshow, featuring members of the Project Management Core Team. In this presentation, learn more about each team member and what they think are the biggest challenges facing them on the project.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Rate this presentation:
Download theslidecast transcript and the PowerPoint.
Posted by lburgamy at 04:07 PM
Contract signing & Design Teams Kick-off on the horizon
A Tour de DART slide-cast by Larry Chaffee. In this section, recent project accomplishments and the racing milestones on the horizon. Since Fall 2008, we completed Fit Gap, gained funding approval, and started planning under an interim statement of work.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Rate this presentation:
Download the audio transcript and PowerPoint
Posted by lburgamy at 04:06 PM
July 13, 2009
What to expect as a volunteer
A Tour de DART slidecast by Larry Chaffee. In this section, Larry talks about the tasks for community resource group volunteers. He also describes Design Team cycles and activities and the big challenge in the Design Phase.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Rate this presentation:
Download the audio transcript and PowerPoint
Posted by lburgamy at 04:03 PM
It's not too late to volunteer
A Tour de DART slidecast by Larry Chaffee. In this section: Thanks to those who have already volunteered; An update on volunteer recruiting process; It’s not too late for those who are still interested; Volunteer forms are available in the resource section of the DART site.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Download theslidecast transcript and PowerPoint
Posted by lburgamy at 04:02 PM
Why cycling is a good analogy for the DART Project
A Tour de DART slidecast by Jefferson Porter. In this section: The importance of the DART project, the purpose of the monthly newsletter, and why cycling is an appropriate analogy.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Rate this presentation:
Download the audio transcript and PowerPoint
Posted by lburgamy at 04:00 PM
May 12, 2009
Volunteer for DART Design Team or Resource Group
We are seeking volunteers for Phase I of the DART Project. Some roles require more commitment than others. This presentation on project timeline, organization, and volunteer opportunities can help you decide what role you want to play in DART design. If you have questions about volunteering, please send them to caseaton@umich.edu.
To view this presentation full screen, click on the icon in the lower right corner of the window below.
Download the PPT for clickable hyperlinks to team and role descriptions.
Posted by lburgamy at 12:28 PM
April 30, 2009
Will DART work for Mac users?
DART project team shared information with Apple Core on whether DART will work for Mac users. Click on the link below to view the presentation. Apple Core is a group of system administrators across the Ann Arbor campus. Members are responsible for deploying and supporting Apple operating systems in their unit.
Presenters:
Posted by lburgamy at 12:30 PM
April 20, 2009
MAIS forming new organization
U-M is transforming information technology services by combining ITCS, ITSS, and MAIS. Laura Patterson will assume leadership of the new organization. Provost Teresa Sullivan and Chief Financial Officer Tim Slottow made the announcement in the URecord. The organizations will continue to provide their key IT products and services supporting the university's operation. See Spotlight for more information.
Posted by lburgamy at 12:09 PM
April 07, 2009
Negotiations and Design Planning
We continue our contract negotiations with Blackbaud since securing funding from the IT Capital Projects Committee last month. Negotiations are complex, sensitive, and take time. We appreciate your ongoing support and hope to finalize a contract in the near future.
Project Preparation Builds
Larry Chaffee, our DART Project Manager, is keeping the project rolling through contract negotiations. He is filling in some of the key roles on the Project Team, which will be critical once a contract is signed. In addition, he is:
Future Project Communications
Next month we’ll launch a monthly communication from Larry Chaffee, which will provide a regular snapshot of the project progress and information for how to prepare for the new system.
You can also check the DART project site for announcements and resources.
Posted by lburgamy at 03:54 PM
February 24, 2009
DART Funding Approved
U-M Executive Officers approved funding (pending contract negotiations) to replace the current Donor, Alumni and Constituent (DAC) Database with a new Donor and Alumni Relationship Tool (DART).
This marks a major milestone in the project. Approval granted by the following:
Successful Fit-Gap Evaluation Concluded
The Fit-Gap evaluation gave the project team much valuable information about how to proceed.
Read the DART Business Case Executive Summary for more details on the project team's evaluation and recommendations.
Project Team moving on to Next Steps
Next steps are to finalize negotiations with the vendor and create teams to move the project along. The project team will ask for participation from the development and financial communities once a project plan for implementing DART is in place.
Posted by lburgamy at 02:18 PM
November 25, 2008
Blackbaud Returns Gap Estimations
(Project Update Nov. 2008) Project team reviewed and analyzed Blackbaud estimates for identified gaps to determine trends and areas for further review. Blackbaud executives met with DART project team to determine overall direction and mutually agreeable decisions regarding handling of gap items and estimates. Capital Committee meeting postponed until next available meeting date. October Progress Report.
Posted by lburgamy at 02:46 PM
October 20, 2008
Fit Gap Result Reporting in Progress
(Project Update Oct. 2008) Gap identification has essentially been completed in functional, infrastructure, and project management/support areas. Capital Committee meeting to review Fit-Gap findings is scheduled for November 25, 2008, followed by a review with Executive Officers for the project. October Project Progress Report
Posted by lburgamy at 11:21 AM | Comments (0)
September 01, 2008
Fit Gap Analysis Wrapping Up
(Project Report Sept. 2008) Analysis activities continue, and will be completed this month. Gaps identified vary in size and complexity. None of the gaps identified to date are "show stoppers" for the project. September Project Progress Report. Documentation on analysis activities is underway.
Posted by lburgamy at 11:01 AM | Comments (0)
August 01, 2008
Fit Gap on Schedule
(Project Report Aug. 2008) Nearly 50% of the Fit-Gap analysis is complete and the project team is on schedule to complete conference room pilots and infrastructure testing by the first week of September. The number of gaps identified so far are more than expected, but none are "show stoppers" at this stage. August Project Progress Report Capital Committee meeting logistics are also underway.
Posted by lburgamy at 10:51 AM | Comments (0)
June 25, 2008
New name for DAC Replacement System
DART: Donor and Alumni Relationship Tool was chosen as the name for the system that will replace DAC. Kevin Bergquist submitted the name as part of the DAC Replacement naming contest. Kevin is the Medical School's Director of Communication Services.
Posted by lburgamy at 02:37 PM | Comments (0)
June 01, 2008
Fit Gap Kick-off Meeting
June 25, 2008 - Learn more about the University's plan to replace our current Donor, Alumni, and Constituent (DAC) Database. The meeting will feature presentations and software demonstrations by Blackbaud (a leading fundraising and engagement software provider), provide an orientation on how the preliminary phase of this project will be managed, and offer you the chance to ask questions.
Place: Great Lakes Ballroom, Palmer Commons
Time: 8:00 am – noon
Posted by lburgamy at 02:45 PM | Comments (0)
May 01, 2008
Phase 1 of DAC Replacement Underway
"Fit Gap" Phase of DAC Replacement is underway. It involves detailed exploration of product/services offered by Blackbaud, the selected technology provider. During the Fit Gap phase we will 1) Establish comprehensive requirements, against which the Blackbaud system will be evaluated; and 2) determine if the Blackbaud system fits our U-M Development Program’s requirements by identifying and evaluating the gaps between their system and our needs.
Fit Gap is expected to last through October 2008. Results from testing will be compiled and presented with recommendations to either move forward with Blackbaud or seek a new vendor/product.
Posted by lburgamy at 02:28 PM | Comments (0)
April 30, 2008
What is the DART project?
An effort to replace the existing Development, Alumni, and Constituent Database with newer technology to match the size and complexity of the U-M Development Program. We are exploring a single business management system that integrates all facets of Development, including prospect management, gift administration, events planning, and enables flexible information sharing across the university – a "one-stop-shop" for Development information.
Why replace DAC?
Posted by lburgamy at 08:28 PM | Comments (0)