Session

1
Session 29CR In a Hosted Environment
2
Presenters

• University of Southern California
• Bruce Moore Director, Advancement Systems
• CIBER Enterprise Solutions
• Bill Kavan Contributor Relations Business
  Development

3
Session Agenda

• USC Overview
• CIBER Overview
• USCs AIMS Project
• Background
• Metrics
• Challenges
• Hosting Environment (Agilera)
• Project Structure
• Deployment
• Next Steps
• Q A

4
University of Southern CaliforniaOverview
5
USC By the Numbers

• Founded in1880
• Los Angeles, CA
• 29,932 Students
• 3800 Faculty Members, 6700 Staff
• More than 26 fundraising units, 4 foreign
• Recently completed 2.7 Billion capital campaign

6
CIBER Enterprise SolutionsOverview
7
CIBER

• Leading Higher Ed Implementation Partner
• Leading CR Implementation Partner
• Participated in 70 of CR Projects
• Including 3 of 5 CDP schools
• First and Only dedicated CR Practice
• Dedicated Business Development Executive
• Dedicated functional and technical CR team
• Original CR/AV developers on staff
• CASE AFP Member

8
USC AIMS Project(Advancement Information
Management System)
9
AIMS Project Background

• Formal software search
• 1998
• Purchased PeopleSoft Advancement 7.0
• Spring 1999
• Project Kick Off
• Winter 2001
• Citrix Implementation
• Fall 2002
• Live on Advancement 7.6
• Winter 2003

10
AIMS Project Goals

• Goal 1 Maintain the integrity of USC fiscal
  controls and reporting of gifts and pledges made
  to the university.
• Goal 2 Provide USC with a comprehensive donor
  relations system
• Goal 3 Use state of the art advancement software
  to identify and steward potential and current
  donors.
• Goal 4 Provide a single unified database for all
  USC fundraising information.
• Goal 5 Keep implementation as vanilla as
  possible to minimize implementation risk and to
  reduce impact on future upgrades.
• Goal 6 Provide users more timely and
  comprehensive access to information while
  maintaining data security.
• Goal 7 Provide sophisticated software to enable
  USCs institutional fundraising to remain
  competitive with peer institutions as reflected
  in the performance indicator rankings.
• Goal 8 Coordinate Advancement implementation
  efforts with various USC entities to ensure that
  decisions meet university standards.

11
AIMS Project Metrics

• System Statistics
• 800,000 Constituent Records
• 35,000 Designations
• 2.8 Million Gift Records
• 700,000 Pledge Records
• Staffing Statistics
• 2 Full time USC resources
• 2 Full time CIBER resources
• 3 Agilera Resources

12
AIMS Project Challenges

• Lack of PeopleSoft experience
• Lack of PeopleSoft infrastructure
• USC staffing resources
• First packaged software implementation
• Reporting requirements
• Interface requirements

13
Hosting Solution - ASP

• Data resides in South Carolina
• Access from USC via VPN and Citrix
• Agilera
• Hosting PeopleSoft and VisiFLOW (imaging)
• Complete DBA Support
• Disaster Recovery
• PeopleSoft knowledge
• Patch application and Upgrades
• 24/365 Support
• Service Level Agreement (SLA)

14
How Hosting Works
Hosting Diagram
USC Network Cloud
Web Server
Citrix
Citrix
Citrix
VisiFLOW
PS PROD
PS DEV
15
Hosting Challenges

• Performance
• Distance
• Internet disruptions
• Time Difference
• Core team not always available
• Different focus
• Academic vs. Commercial
• Infrastructure
• USCs only external production system

16
Implementation Project Team Structure

• USC
• Testing
• Developing Reports
• Project Management
• Developing Customizations
• Agilera
• Project Management
• PeopleSoft support
• DBA Activities
• Citrix support

• CIBER
• Conversion Scripts
• Developing Interfaces
• Project Management
• Reporting Assistance
• Developing Customizations

17
Deployment

• Conversion competed in phases
• Extensive testing
• Test Scenarios, Test Cases, Functional Test,
  Technical Test, Unit Test, Integration Test,
  System Test, Parallel Test, Acceptance Test
• Training
• Train the Trainer Class, End User Training
  Classes
• Live on 7.6, 250 Users

18
USC Customizations

• Automatic Pledge Payment
• Legacy System Interface
• Streamlined Gift Data Entry Panel
• Event Modifications
• Document Imaging Integration
• KUSC Interface
• Bank of America Lockbox Interface
• Ruffalo Cody Interface
• US Postal Service Interface

19
Next Steps

• Develop PeopleSoft Reports
• SIS Interface
• Interface to unit shadow databases
• Query and Crystal training for end users
• Move to 8.0!!!

20
Q A
21
Thanks for Your Time!!
Bruce Moore bmoore_at_usc.edu Bill Kavan
bkavan_at_ciber.com