1. PROJECT DESIGN PLAN
PROJECT
BLACKBAUD ENTERPRISE CRM
CLIENT PRESENTED BY
SAVE THE TREES ANDREW M. BILLING

2. TOPIC ORGANIZATIONAL OVERVIEW
SUBJECT GLOBAL PRESENCE
Save the Trees has a vast global presence
‣ Home office ➙ Kansas City, Missouri
‣ 70 Field offices ➙ Locations in 20 U.S. States & 50 Countries
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3. TOPIC ORGANIZATIONAL OVERVIEW
SUBJECT CURRENT CHALLENGES
Improve communication between Save the
Trees & its donors/potential donors
Create one CRM system to allow access
across the organization
Create online network for volunteers and
constituents to interact with the client

4. TOPIC DESIGN PLAN
SUBJECT STEPS FOR IMPLEMENTATION
1 2 3 4 5
Initiation Buy In Implementation Testing Go Live

5. TOPIC DESIGN PLAN
SUBJECT STEP ONE
INITIATION
• Create a project plan
• Identify key stakeholders
‣ STT: i.e. systems administrator, development director, project manager,
database administrator, etc.
‣ BLKB: i.e. consulting team, project managers, conversion team, etc.
• Determine deliverables and due dates
‣ i.e. data conversion, documenting “to be” business processes, etc.
• Identify risks
‣ i.e hard solicitation deadlines, forest fires, etc.

6. TOPIC PROCESS PLAN
SUBJECT STEP TWO
BUY IN
• Discuss current challenges
• Present findings to key stakeholders
‣ Suggest best practices for business process improvement
• Present timeline and deliverables
• Request buy in from key stakeholders

7. TOPIC PROCESS PLAN
SUBJECT STEP THREE
IMPLEMENTATION
• Determine “to be” business process for
configuration
‣ Documentation of business requirements
‣ Solicitation strategy
‣ Donation processing
‣ Constituent data management
‣ Facilitating reporting requirements

8. TOPIC PROCESS PLAN
SUBJECT STEP THREE
IMPLEMENTATION
• Implement online community for volunteers
and constituents
‣ Setup and control user profile ➙ links directly into CRM
‣ Develop appeal site for walks
‣ View “call for volunteers” calendar and signup for volunteer projects
‣ Log volunteer hours
‣ Coordinate donor appeal letters to prospectives

9. TOPIC PROCESS PLAN
SUBJECT STEP THREE
IMPLEMENTATION
• Implement business processes into system
‣ Configure settings within system
‣ Coordinate customizations as needed
• Coordinate data conversion
‣ Map data fields

10. TOPIC PROCESS PLAN
SUBJECT STEP FOUR
TESTING
• Develop testing script
‣ Document actions and results within matrix
• Failing scripts must go through troubleshooting
process
‣ Determine if issue is soft ware related or data related, then coordinate
with conversion analyst or support team

11. TOPIC PROCESS PLAN
SUBJECT STEP FOUR
TESTING MATRIX
Step Actual
Instruction Expected Result
No. Result
Click on “CONSTITUENT TAB”
Constituent page loads
1 to bring up constituent
successfully PASS
information page
Click on “ADD NEW Constituent biographical
2 CONSTITUENT” entry page loads successfully PASS
Enter in constituent
3 biographical data
Fields accept proper data PASS
4 Click “SAVE NEW ENTRY” Database saves new entry FAIL

12. TOPIC PROCESS PLAN
SUBJECT STEP FIVE
GO LIVE & CLOSE OUT
• Train client on newly implemented solution
‣ Work with segmented end users to ensure knowledge of capabilities: i.e.
revenue entry team, major giving support, C-level executives, etc.
• Facilitate client transfer to support
• Ensure client is satisfied with end product and
receive sign off

13. TOPIC CLOSING & SUMMARY
Improved communication between Save the
Trees staff & donors/potential donors
‣ De-siloed data structure by implementing a holistic view of the
constituent
Created one CRM system to allow access
across the organization
‣ Implemented Blackbaud Enterprise CRM system within the
organization
Created online network for volunteers and
constituents
‣ Facilitated online portal to allow stakeholders the ability to interact
with Save the Trees

14. QUESTIONS or COMMENTS
save trees
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