Ring, Beep, Chirp, Buzz…
Please be considerate of
others and silence cell
phones and pagers.
Thank you!
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
1
Doing More with Less!
How Can I Automate This Stuff?
John Ley
Director of Information Services
Development & External Affairs
Southern Methodist University
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
2
Do More
With
Less?!?!?!
Time Management / Efficiencies
• Take a Time Management Course
• Bad Mail Returns
– Research Now?
– Mark Bad?
• Online Sources
BA
D!
– Alumni Finder
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
4
Let Someone Else Do The Work!
• Helpful Departments
– Common Format
– Temporary Access
– Training
– Students
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
5
Dealing with the Information We Have
•
•
•
•
•
Bar-Coding
Mass Loading
Robot
Delete Dupe Process
Address Cleansing
October 2005
XX
CASE Alumni and Donor Records Workshop - San Jose, California
6
Bar-coding
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
7
Constituent ID
Gift Type (Pledge Payment)
Pledge #
It knows who to credit
It knows how much is due
October 2005
System Automated Process
It knows where to put it
CASE Alumni and Donor Records Workshop - San Jose, California
8
Mass Loading Information
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
9
Robot
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
10
Delete Dupe / Address Cleansing
• Duplicate Data is a Problem!
– Search out Duplicates
– Merge Data
– Delete
XX
• Accurate Data is Important!
– Verify and standardize
– Batch mode
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
11
Online Giving
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
12
Online Communities
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
13
Self-Service
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
14
Surveys- Paper or Online
Reason for change
CLASS INFORMATION
Degree/Class
Preferred Reunion
Year
CONTACT INFORMATION | Please include your
FULL name.
Your FULL Name
Electronic Images for all to see
Maiden Name
Your E-mail Address
Home Phone
Home Address
City, State, ZIP,
Country
Accurate
Data
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
15
Doesn’t it Cost a Lot?!?!
• Well, that depends!
• How much does it cost now?
• How much does
it cost NOT to?
• ROI
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
16
Questions, Comments, Examples?!?
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
17
Doing More with Less!
How Can I Automate This Stuff?
John Ley
Director of Information Services
Development & External Affairs
Southern Methodist University
October 2005
CASE Alumni and Donor Records Workshop - San Jose, California
18