Opportunity Optimisation Project

 Objective

Currently the portfolio’s use and understanding of the processes and system throughout Opportunities varies. Some users utilize as much of the capabilities however not knowing how it benefits them, Others are unsure about definitions and have a desire for consistency but also an improved user experience. Most of all there is an appetite for effectiveness and efficiency.

Why now? With campaign 2.0 top of mind, it is an opportune time to revisit our current state and work towards an optimal future.

How long? From end to end, we estimate this initiative to be a 12–18-month-long project. (if correctly resourced)

What’s involved? Working with many stakeholders across the portfolio and externally, we are aiming to drill down into three areas:

• Education and behavioral,

• Processes, and

• Technology Changes/Enhancements

What will be our measure of success?

• Adoption,

• Impact, and

• Scale

Some enhancements or changes will be made to our CRM. The focus will always be to ensure quality data capture to drive strategic insights and improvements, the user experience, scalability, and long-term vision.

This initiative will require the amazing knowledge and creativity of all my colleagues in advancement services, it is a 100% team collaboration and effort!

 Success metrics

What will be our measure of success?

• Adoption,

• Impact, and

• Scale

Aligning work with Donor, Gift & Alumni Journey Pillars.

Q1 Expectations: Laila is working with the business to capture current pain points and requirements. Limited development will go into production, the primary goal is to update the Role Hierarchy for the Development team.

Q2 Expectations: Business requirements will be documented and user stories for development on opportunity stages, opportunity fields, and opportunity page layouts will be required.

 Out of Scope

• Gift processing

• Objects outside opportunities

 Jira Tickets

Tickets for this project can be found under the Epic TAPSS-1656.