Project Status Reports Project Status Summary Development/AYA
Transcription
Project Status Reports Project Status Summary Development/AYA
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 1/2 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 2/2