Fiscal Year 2027 Priority Projects
| Project Name | Description | Status | Quarter |
|---|---|---|---|
| AlumniQ Integration | Prepare for transition from Anthology to AlumniQ service platforms by creating recurring table builds using Advance for the purpose of uploading relevant and current data for use within the AlumniQ platform. | Not Started | Q1 |
| ASGP Solicitation & Strategy (Q1) | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | In Sprint | Q1 |
| CRM Conversion Prep - CRM Requirement Discovery Template | Develop a "discovery" template that can intake CRM Conversion input from school and unit partners, so that all feedback is formatted for aggregation and comparative analysis. | Not Started | Q1 |
| Faculty/Staff Load Summer (in July) | Identify Advance entities that are Faculty, Faculty-Former, Employee, or former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | In Sprint | Q1 |
| Give Code Modernization | Modernize Give code in order to improve maintenance and stability. | In Sprint | Q1 |
| Grad Load Spring (in September) | Add all Spring graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q1 |
| Health Solicitation & Strategy (Q1) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | In Sprint | Q1 |
| Melissa Data Move to ETL19 | Transition MelissaData to ETL19 and complete critical security updates to make entity matching processes more effective and secure. | In Sprint | Q1 |
| Prospect Data App: Prospect Assignments | Continue to develop an app-based solutioned to facilitate the input of various prospect and proposal information into Advance. | Not Started | Q1 |
| Retiree Load - Summer (in Aug) | Identify Faculty and Employees in Advance, updating or creating Advance records to reflect retiree status, so we can better engage with this population. | In Sprint | Q1 |
| Story Cause Dataflow | Implement a system to automate weekly data transfer to support the patient calling program so that we can acquire patient donors. | In Sprint | Q1 |
| AlumniQ Data Extraction | Prepare for transition from Anthology to AlumniQ service platforms by preparing recurring exports from AlumniQ for the purpose of updating Advance with constituent data acquired from AlumniQ. | Not Started | Q2 |
| ASGP Solicitation & Strategy (Q2) | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Not Started | Q2 |
| CRM Conversion Prep - Gathering Stakeholder Needs | Structure and conduct discovery sessions with assigned stakeholders, so that we can capture their unique functional CRM needs and ensure their voices are represented in the CRM conversion roadmap. | Not Started | Q2 |
| Crowdfund UC Davis - Athletics (in October) | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include Athletics. | Not Started | Q2 |
| Crowdfund UC Davis - December | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include Toy Drive | Not Started | Q2 |
| Faculty/Staff Load Fall (in October) | Identify Advance entities that are Faculty, Faculty-Former, Employee, or former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | Not Started | Q2 |
| Grad Load Summer (in November) | Add all Summer graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q2 |
| Health Solicitation & Strategy (Q2) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q2 |
| Mandatory FY28 Gift Fee Change Prep | Update our gift technology to be ready for when the current use gift fee increases in FY28. | Not Started | Q2 |
| Replace Azure SQL Data Sync | Implement an alternative to the Azure SQL Data sync, which is retiring September 30, 2027. This data sync is currently being used for getting correct allocations into solicitations and for monitoring allocations as part of the GC integrity report. | Not Started | Q2 |
| Retiree Load - Winter (in December) | Identify Faculty and Employees in Advance, updating or creating Advance records to reflect retiree status, so we can better engage with this population. | Not Started | Q2 |
| AlumniQ Data Sync | Prepare for Transition from Anthology to AlumniQ service platforms by creating a nightly, bi-directional data sync between Advance and the AlumniQ data mart, so that my team can execute personalized outreach and events using the most current donor data while | Not Started | Q3 |
| ASGP Solicitation & Strategy (Q3) | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Not Started | Q3 |
| Crowdfund UC Davis - February | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include the Feb. cohort only. | Not Started | Q3 |
| Customized Money Moo-ver - Part 1 | Plan and begin development of a money mover tool that can handle high gift volume transactions when posting to Oracle. | Not Started | Q3 |
| Faculty/Staff Load Winter (in January) | Identify Advance entities that are Faculty, Faculty-Former, Employee, or former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | Not Started | Q3 |
| Grad Load Fall (in March) | Add all Fall graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q3 |
| GREAT Code Modernization | Modernize GREAT code in order to improve maintenance and stability. | Not Started | Q3 |
| Health Solicitation & Strategy (Q3) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q3 |
| Mandatory - Annual Receipts | Generate and send receipts to our recurring gift donors and donors who have requested to only receive one receipt per year. Generate and send specific receipts to Canadian donors in order to preserve our status as a non-profit organization under Canadian law. | Not Started | Q3 |
| Winter Admissions Load (Feb) | Update Advance with incoming student information and their parents so that our constituents can form fundraising strategies for this group. | Not Started | Q3 |
| AlumniQ CRM Onboarding | Provide onboarding assistance to AlumniQ unit users, including training and access as they move away from Anthology. This transition will impact Donor Relations, Alumni Associations, Annual and Special Gifts, Retiree Center, and Marketing teams. | Not Started | Q4 |
| ASGP Solicitation & Strategy (Q4) | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Not Started | Q4 |
| Develop and Implement a Day of Giving for UC Davis | Develop and improve upon our processes for the Give Day in April 2027 so we can raise more funds and acquire more donors. | Not Started | Q4 |
| Fall Admissions Load - Phase 1 (May) | Update Advance with incoming freshman student and parent information so that our constituents can form fundraising strategies for this group as soon as the data becomes available. | Not Started | Q4 |
| Fall Admissions Load - Phase 2 (June) | Update Advance with incoming student and parent information so that our constituents can form fundraising strategies for this group as soon as the Statement of Intent to Register (SIR) data is available for transfer | Not Started | Q4 |
| Grad Load Winter (in June) | Add all Summer graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q4 |
| Health Solicitation & Strategy (Q4) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q4 |
| Retiree Load - Spring (in April) | Identify Faculty and Employees in Advance, updating or creating Advance records to reflect retiree status, so we can better engage with this population. | Not Started | Q4 |
| Continued Support for Anthology Email Metrics API dashboard | Provide results on our email engagement in order to make strategic decisions, make changes/edits to the dashboard, and ensure it continues capturing our email send data. | Not Started | Flex |
| DCC/Gift Club Reports and Maintenance | Maintain and enhance our Davis Chancellors Club and other Gift Club reports so that we can continue to ensure data accuracy. | In Sprint | Flex |
| Securing Advance | Explore multiple technological safety barriers for Advance, such as VPN requirement, adding MFA, Cloudflare, and increased password security requirements, so that the system is more secure and better protected from external bad actors. | Not Started | Flex |
| Web Accessibility - GREAT/Advance/Aggie Accord Attachments | Ensure that all attachments linked within GREAT, Aggie Accord, or Advance meet WCAG 2.2 Level AA standards and are formatted for screen readers so that users can access donor documentation regardless of visual or motor skills. | Not Started | Flex |
| Web Accessibility - Unit specific Reporting | Update DEVAR small audience/unit specific reports to meet WCAG 2.2 Level AA standards so that users can interact with the reports and dashboards regardless of visual or motor skills. | Not Started | Flex |
| Web Accessibility - All DEVAR Reporting Suite wrap up. | Update DEVAR's primary Reporting Suites (rights groups AISAllUser and PowerBI-App_DOM) to meet WCAG 2.2 Level AA standards so that I can interact with the reports and dashboards regardless of my visual or motor skills. | Not Started | Flex |