1. business and industrial
2. business operations
3. management
4. project management

3/18/2015
Program Management Office Yale ­ Project Status Summary ­ Development/AYA (current as of date
Program Management Office Yale : Project Status Reports
Project Status Summary ­
Development/AYA (current as of date
MAR­18­2015
12:59 PM
Project Status Summary ­ Development/AYA (current as of date Type
Area of Focus
Project Name
RTS
Direct Marketing
/ Annual Giving
Prospect Team
Assignments Bulk
Load
Status
Current
Phase
Target
Date
Test
04­09­2015
Key Message
This is a new utility allows Annual Fund users to bulk­add Prospect Team assignments. Logic behind the scenes checks
existing assignments and allows validation prior to committing the changes. Users can also bulk­end­date existing Prospect
Team assignments, select a fundraiser and role, and end­date all of the assignments for that role, or assign a new fundraiser
and role to the same selected pool.
• UAT extended by 1 week; plan to complete by 4/2/15
• Anticipated to release to a select group of people on 4/9/15 for production testing prior to public announcement
RTS
Online Giving &
Web Presence
Online Giving
(Cybersource
Replacement)
Law
School
Site
Our version of BBIS has significant limitations in how flexible we can be with the look/feel of the giving pages. So far, our
developers have been able to accommodate the critical requirements, and the stakeholders have been understanding of the
limitations. With this momentum, we remain on track.
• LAW reviewing BRD for initial replacement; future redesign to be handled separately
• Cancer Center and Surgery sites – BRDs and internal reviews completed. Customer reviews being scheduled.
• E360, Yale Open Courses and Main Giving to Yale BRD in progress
RTS
Reporting,
Analysis &
Recognition
Annual Report 2015
Test
06­04­2015
The Annual Report is an annual publication to recognize donors in a given year, and is published online. Data in the DARCY
file, and resulting spreadsheets, is organized as one row (record) per donor/social class combination. Social class
components are represented in columns called “Report Selection”, “Affiliation Description”, and “Affiliation Year”.
• Internal QA testing underway with planned completion by 4/14/15 (approx. 4 day delay) • UAT anticipated to begin 4/17/15
RTS
Reporting,
Analysis &
Recognition
IVY+ Annual Giving
Survey
Build
06­04­2015
This is an Annual Giving Survey of the eight Ivy League schools plus Stanford and MIT. The survey examines donors, dollars
and participation, and other statistical information relative to annual giving, reporting on the overall participation, revenue and
statistical results for the Annual Fund including Yale College alumni, Graduate & Professional alumni (excluding Law),
parents, friends and other donors.
• The technical design has been completed and Development has started. Team is reviewing estimates for any final
adjustments based on the completed solution design.
• Internal QA testing scheduled to begin 4/13/15
• Anticipated Solution Preview for UAT testers early in April
• UAT estimated to begin 5/7/15
RTS
Corporations and
Foundations
IRES Interface and
Awards Data
Processing
Plan
https://yale.quickbase.com/db/bg7qbciui?a=q&qid=1000054&dlta=pr%7E
This project updates the existing database interface and data processing between DARCY and IRES, for grant award data.
• Pre­analysis completed and Tech Design has started on schedule. Goal of phase is to complete solution design and
create estimate and timeline for remainder of work
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3/18/2015
RTS
Program Management Office Yale ­ Project Status Summary ­ Development/AYA (current as of date
IT/Administrative
FileMaker Upgrade
TBD
04­30­2015
The university as a whole is upgrading to FileMaker 13, timing TBD. The upgrade is considered a straight upgrade without the
need for extensive user testing. Stewardship databases and ALICE, other systems for AYA, CFSE and other units more
broadly, will likely be affected. This upgrade also affects the Marketing and Communications team, including the Events
group. There may be other FileMaker Pro applications that will be affectedThis is a placeholder as the project progresses, in
case the Client Team and Functional Partners need to become involved.
• ODV Events Database has completed the technical upgrade. • Stewardship Databases, ALICE, Sell Letter and Planned Giving Colonel are schedule for upgrade by 4/30/15
• YET to be scheduled with June upgrade
RTS
Membership and
Volunteers
iModules
ON
HOLD
Primary contact: Jenny Chavira
This project is to replace the existing Harris application, which will be decommissioned in the future. Harris integrates with
other applications primarily as an authentication gateway. Because we represent the AYA in terms of technology, we are
consulted and informed about this project, while the Project Manager at iModules works directly with AYA staff to drive
progress and delivery. This requires a larger discussion about the project as a whole, which has not yet been scheduled.
• Full data is in QA and on hold pending updated project plan and timeline (No change).
RTS
IT/Administrative
Patch 130
ON
HOLD
Updating our version of DARCY with a large­scale patch including the following: fixes for Revenue Update Batch template,
spacing in addresses and letters, typos and datalist updates, export definition, and missing Campaign Codes and
transactions
• Follow­up with Blackbaud in process, regarding items that are not fixed with the patch (no change)
RTS
Biographical
Records
Banner Interface
and Student Data
Processing
ON
HOLD
This project updates the existing database interface between DARCY and Banner to accommodate business logic when
processing/updating the data in DARCY; this includes Winter Graduates, May Graduates, New Students and Parent loads.
• Planning to script the load again for Spring/Summer; Angelyn has been processing the Registrar's list by hand for January
(no change)
RTS
Events
YET ­ Yale
Education Travel
ON
HOLD
Yale Educational Travel utilizes an online reservation/payment/attendance system, which is poorly designed from structural
and usability perspectives. While the operational strategy for this system remains to fix individual issues as they occur, the
system ultimately needs to be replaced. Kathy Edersheim referred us to ViaTour, a commercially available alternative, which
could overcome many of our challenges. We are in the process of feasibility assessment, but have identified a few gaps
which may not make ViaTour the best replacement.
• No change ­ After follow­up meeting/demo with ViaTour, Kathy Edersheim requested additional solution options for
comparison; RezMagic has been identified as a potential candidate, and a demo is being scheduled for Kathy and her team Project
Reporting,
Analysis &
Recognition ­
Remains in
Replanning
BI
Dashboards/Reports
for Development
and AYA
Release
2
https://yale.quickbase.com/db/bg7qbciui?a=q&qid=1000054&dlta=pr%7E
06­30­2015
The FY15 Capital project for BI Reporting and Dashboards has paused post­go­live to reevaluate the relative priority of
deliverables from the Data Warehouse against the outstanding work that remains in DARCY (see FY15 Planning).
* Currently the FY15 Capital project for BI Reporting and Dashboards has paused post­go­live to reevaluate the relative
priority of deliverables from the Data Warehouse against the outstanding work that remains in DARCY (see FY15 Planning). * DW Query – desire to revisit DW Constituent query as its own source view or node within DARCY Query; this work
requires analysis and functional partner discussion so it must be prioritized
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