New Solutions for Advancement Opening Session
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1 SUNGARD SUMMIT 2007 sungardsummit.com 1 New Solutions for Advancement Opening Session Presented by: Michiel Westerkamp Donna Freddolino SunGard Higher Education Advancement Solutions March 20, 2007 A Community of Learning
2 Key Challenges and Business Drivers for Advancement Accountability, Performance, and Outcomes Reporting, business intelligence, and decision support Best practice and peer institution benchmarking Improved fundraising capacity and campaign success Constituent Services Constituent expectations for service, convenience, and access Personalized and innovative experiences Value delivered through lifelong constituent relationships Institutional Competitiveness Competition for donors, skilled fundraisers, resources Resource Stewardship Institutional differentiation and competitive advantage Cost Effective Operations Climate of fiscal and budgetary restraint Efficiency, productivity, and capacity Extended value of existing investments Security, Reliability, Suitability Scalability Protection, compliance, and liability Constituent expectation and demand Change in culture, process, technology 2
3 SGHE Solutions for Advancement Relationship Management Data Services Strategic Consulting Managed Advancement Services We offer the broadest selection of products and services designed specifically for Advancement in higher education, including software and support services, integration and implementation services, technology management services, and strategic consulting to help each institution fulfill its mission. Colleges and universities are complex organizations with many challenges, and we understand that the environment in which we operate is evolving rapidly. As SunGard Higher Education, we offer an unmatched array of expertise, knowledge, products and services for institutions of all types and sizes. We are committed to a collaborative approach of working to discover, define, and implement the right solutions for every digital campus and to helping each organization achieve the outcomes you re looking for. 3
4 Relationship Management (software applications) Relationship Management Core Solutions: Advance, SmartCall, Banner Adv, PowerCampus Adv Special Events Integrated Document Management & Workflow Business Intelligence Solutions CRM - Communication/Correspondence Control CRM - Integrated Contact Programs (Calling, , Mail) CRM Blast CRM - Web (communities & customer support) CRM Web (contact touches, volunteer support) Web Portals 4
5 Data Services (cleanup, augmentation, analysis) Data Services Contact Information: Addresses, Phone, Wealth/Asset Data Contacts/Circles of Influence Interests, Philanthropic History Reports and Analysis Business Intelligence Benchmarking Data Matching Gift Details/HEP Planned Giving Data/Scenarios 5
6 Strategic Consulting (advancement domain expertise) PMI Training (Volunteer & Fundraiser) Business Intelligence Strategy KPI Benchmarking Data & Comparison TCO Measurement & Improvement Best Practices Policies and Procedures Implementation and Onsite Counsel Content Leadership 6
7 Managed Advancement Services Managed Advancement Services Remote Technical management of DBMS and Advancement Applications Hosted Solution Provision DBMS and Advancement Applications Desktop and Application Help Desk Processing and Fulfillment Support Business Process Outsourcing 7
8 A complete Advancement Solution Technology Foundation Foundation-level technologies Advancement Database Database of Record built with foundational technologies Administrative Applications Highly interoperable SunGard Higher Education solutions Business Intelligence/Report Institutional Performance, Benchmarking and Analysis Managed Advancement Infrastructure BI/Reporting/Analytics Administrative Applications Advancement Database Technology Foundation Managed Services Remote Application Support or ASP/Hosted Models 8
9 Advancement Solutions Value Industry Leader experienced and successful partner with broad range of advancement and fundraising operations Higher Education focus research and product development based on emerging needs of Higher Education Vision and Strategy investment in building out solutions specifically for higher education, protecting and providing value for customers, building full managed advancement service solutions Bench Strength power and depth that comes from an organization with staff members, internal resources Track Record open access and dialog with customers who have repeatedly selected SGHE products and solutions Stewardship apply data and metrics to drive decision making model and practices 9
10 SunGard Summit 2007 In what ways would you like to measurably improve your institution s performance? 10
11 Thank You! Please complete the online class evaluation form SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved. 11
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