FR Project Updates

November 2, 2011

The Blackbaud Conversion Team is involved in the Breakfast Club Conference call with Gary Butler.  Download our supporting document.

June 29, 2011

Not much work has been done on the Blackbaud Project this week. Next week we will be in training about Scoutnet data conversion.  I took a screen shot during training last week of how the BBEC screen will look.  Screen Shot This is just a screen print of the sample database but the functionality will be similar.

June 24, 2011

The past two weeks have been intense with Blackbaud meetings as we begin to discover the software and how it is going to change how we think of Donors in the BSA.  On June 14 we were received a Blackbaud ECRM demo giving us a overview of the features available. 

On Monday, June 20, we had a kickoff meeting where all the key individuals from both the Blackbaud team and the BSA team were in attendance.  The core team for the BSA includes not only the Finance Impact Department, but also the Development Office, the FR Project Manager and also the BSA Data Conversion team. 

This project is going to be really exciting! 

On Tuesday June 21, we met to discuss the feasibilty of early pilot councils and when that would be timed.

On June 22, 23, & 24, the FID team and also the Development Office team have been in intense training sessions to understand the core essentials of Blackbaud ECRM.  These sessions are to provide a basic understanding of the system before we go into the six-month design cycle required by Blackbaud.  We will keep you posted.

The single most important thing that councils can be doing right now to improve the Blackbaud ECRM experience is to clean up their Person list and Organization list in Scoutnet.  ECRM is based on a single Constituent Record – there are four constituent types – Individuals, Organizations, Households, and Groups/Committees.  More to come on how that key concept will change how your council thinks about Donors.

May 31, 2011

Gary Beus presented on this topic at the BSA National meeting in San Diego.  See a copy of his handout here.

May 23, 2011

Blackbaud & National have signed a contract to use Blackbaud’s ECRM  for future council campaign management software. Read the full press release.