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THIS MATERIAL IS STRICTLY CONFIDENTIAL.The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments.

Project Kickoff

Vicki Ann Frawley, Project DirectorMargaret J. Ross, Engagement Manager

Blackbaud Professional Services | Page #2 © 2008 Strictly Confidential Material and Property of Blackbaud

Agenda

Blackbaud overview

Project approach

Implementation methodology overview

Project schedule

Project teams and responsibilities

Logistics/governance/communications

Keys to success

Questions

Project Kickoff


Introductions

Your Blackbaud Team

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

Project Kickoff

Blackbaud Overview


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

Blackbaud OnDemand Service

Your Solution

Project Approach & Methodology


We believe in partnering with our Customers to align our technology with people and processes to provide a complete solution.

Our Approach

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


Blackbaud’s Methodology provides you with the tools you need to succeed.

Define and Plan Phase· Blackbaud and Boston University

work to define the solution requirements, plan the project timeline, and determine project resources.

Design Phase· Create and validate system

configuration and business processes.

Build and Test Phase· Build and test the designed solution.

Deliver and Support Phase · Roll out the final solution to end

users.

FOCuS Implementation Methodology


Define and Plan Phase

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



Design Phase

Objectives· Define key business processes that

will support the business objectives· Improve processes

Key Activities· Map functional area business and

system processes· Outline configuration· Map data· Plan for testing



Business Process BluePrint Example


# 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.

Alternate Case 2 – Update Alternate Address

1.Update the old

address, if applicable

2.Add the new address,

if applicable

3.Update shared addresses as

necessary

From step 7 in the primary path

Return to step 8 in the primary

path

Associated Activity Step Details


Data Map Example



Build and Test Phase

Objectives· Build technical solution· Comprehensively test the solution· Plan for deployment and end-user

training. Key Activities

· Data Validation· System Testing· Deliver and Support Preparation · Workforce Management · Develop End-User Training



Deliver and Support Phase

Objectives· Deploy technical solution and

redesigned business processes.· Transition end-user support and

training responsibilities to Boston University and Blackbaud Customer Support.

Key Activities· Final Conversion and Configuration· Training· Post-Production Assistance · Project Closeout



Project Management

Objectives· Ensure on time, on budget service

delivery· Establish single point of contact for

Blackbaud· Ensure quality work products· Adherence to methodology

Key Activities· Project reviews and status· Resource and task coordination· Budget analysis· Issue escalation and resolution



Deployment Plan & Go Live CheckList Example


Project Schedule


Estimated Project Timeline

Project & Quality Management

Define & Plan

June/July ‘10

June/July ‘10

August‘10

August‘10

September ‘10

September ‘10

October - December ‘10

October - December ‘10

Design

Build & Test

Deliver & Support

January – March ‘11

January – March ‘11 April ‘11 …April ‘11 … July ‘11July ‘11

August ‘11August ‘11

~ 3M

~ 9M

~ 3M

~ 2M

Blackbaud’s

Implementation Methodology

Project Teams and Responsibilities


A large tailored software implementation requires a strong network of highly capable people to be successful.

Process experts Experience with the organization Knowledge of current business

processes Technical skills/know-how Good communication skills Team player Ability to balance large project with

current responsibilities Insight to help tailor a custom

software solution

Why Me?


Project Team

Executive Level

Management Level

Resources

Blackbaud Boston University

Executive Sponsor/Director

Executive Sponsor

Project Manager

Project Manager

Lead Consultants

Conversion Analysts

System Consultants

Technical Experts

Process Experts

Technical Resources

End Users

Other Staff


Executive Team

Janet O’Brien, AVP - Applications Lisa Uglialoro, AVP - Advancement ServicesVicki Ann Frawley, Director of Strategic Services

EXECUTIVE SUPPORT TEAM

Scott Nichols , Vice President DARTracy Schroeder, CIOCharlie Cumbaa, President ECBU

KEY RESPONSIBILITIES

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

PROJECT SPONSORS


Management Team

Project Management Team


PROJECT MANAGERS

Tim Leonard – Project ManagerMargaret Ross – Engagement Manager

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


Resources

Blackbaud Consulting TeamEric Mitchell – Design LeadSara Kessler – Configuration LeadKen Scott – Architect

DEVELOPERS

Jason Fleming – Conversion Analyst


CONSULTANTS


Maps application data Develops conversion programs and processes

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


Resources

Operations Team

<Member Name> – <Member Title>

DATABASE ADMINISTRATOR

<Member Name> – <Member Title>


APPLICATION ADMINISTRATOR


Installs, configures, and/or optimizes the DBMS as recommended by Blackbaud

Performs backup and recovery of the databases Resolves database security and connectivity

issues

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


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)

Project resources/procedures

Call Support any time during project

Leverage other Blackbaud customer experiences

Advance notice on dates/time to plan around project

All questions should go through both project managers

Time commitment (varies) depending on role

What to Expect


Project Team Time Commitment

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

Teamwork - Work together to keep projects coordinated

Timely Decisions - Rely on your Blackbaud experts for assistance

Have fun!

Keys to Success


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.”

Son of a Scottish weaver US industrialist and philanthropist Founder of a Pittsburgh, PA based

steel company

Mr. Andrew Carnegie, 1835 - 1919

Questions?

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