Assessment, Strategy and Requirements Definition for an Advancement and Development Program

This University with over 70,000 students enrolled across multiple campuses was in direct need of a new series of computing systems to replace a legacy environment.

The Challenge
With the current state of declining Higher Education funding, an increasingly competitive landscape and a new model of constituent-centric Advancement and Development, the University was faced with challenges that required capabilities and skills to seamlessly facilitate interactions between institutions and their constituents. These changes have a significant impact on the people, process and technology needs of Advancement and Development programs.

In order to prepare for these changes, the University embarked on a program to upgrade their Advancement and Development capabilities across all campuses and units of the University including the Alumni Association, the Foundation and all Colleges.

Methodology and Solution
CBIG Consulting was engaged by the University to lead an effort to assess the current state of the processes, technologies and organization and prepare recommendations for the future state of Advancement and Development. This included a needs analysis and solutions/feasibility analysis to support operational and strategic alumni relationship management with a deep focus on providing the data and systems infrastructure that meet current and future information needs for relationship management.

CBIG developed a set of possible solutions and a vision of how Advancement and Development optimally should work. Key deliverables included:

  • Requirements across: technology, organization/structure and culture, processes and policies and financial impact
  • Benchmarking with other higher-education institutions
  • An assessment of the current technology state
  • A GAP analysis of the operational and reporting/analytical constituent relationship management (CRM) requirements
  • Recommendations with multiple solution alternatives for: technology, organization/structure and culture, processes and policies
  • short-term, quick-hit projects to improve performance and effectiveness

Customer Profile
The client is a major university with over 70,000 registered students across multiple campuses.

Business Situation

The University needed to develop best practice solutions and strategies related to constituent relationship management with project planning, technical
assessment, data architecture, requirements management and business intelligence services.


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