Projects

View and download the PDF version of project descriptions.

 Fiscal Year 2023 Priority Projects

Project Name

Description

Status

Quarter

Advance Upgrade | Web Interface
Build and test user web interface for Advance 2019.
Not Started
Q1
Aggie Enterprise
As Aggie Enterprise replaces Kuali Financial System campus wide, build interfaces and document all dependencies related to allocations, funds, and charts of account in order to ensure that gift monies to move correctly through all accounts in all development units.
In Sprint
Q1
Grad Load - Spring
Add all Spring graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls.
Completed
Q1
Faculty/Staff Load - Summer
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.
Completed
Q1
Advance 2019 Reports Part 1
Convert all relevant reports from Advance 9.8.1 to more interactive platforms so that Advance users will have better, more consistent access to the data they need to be successful.
In Sprint
Q1
ASGP Solicitation & Strategy
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
UCDH Solicitation and Strategy
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
Advance 2019 Reports Part 2
Convert all relevant reports from Advance 9.8.1 to more interactive platforms so that Advance users will have better, more consistent access to the data they need to be successful.
Not Started
Q2
ASGP Solicitation & Strategy
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
UCDH Solicitation and Strategy
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
Advance Upgrade | Go Live
Deploy the Advance Upgrade over a weekend for all Advance users so that they can utilize new functionality.
In Sprint
Q2
Advance Upgrade | Post Go Live
Reserve work capacity to address anything missed during the Advance Upgrade Go-Live deployment.
Not Started
Q2
VSE Updates
Implement necessary updates to the Voluntary Support of Education reporting to ensure accurate and on time delivery of information.
Not Started
Q2
Gift Agreement Intake Form
Implement the ability to view and track status changes of all gift agreements so that anyone in DEVAR is able to view the status of any gift agreement.
In Sprint
Q2
Grad Load - Summer
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
Faculty/Staff Load - Winter
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
Faculty/Staff Load - Fall
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
Retiree Load - Summer
Identify Advance entities that are Faculty or Employee and update their information to reflect their Retiree status so that we can better assist our constituents to engage this population.
In Sprint
Q2
Admissions Registration Refresh - Fall
Update Advance with registered student information so that we can properly identify who is a current student, current parents and their class standing at UC Davis.
Not Started
Q2
Crowdfund UC Davis - October
Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors and increase donor participation.
Not Started
Q2
Crowdfund UC Davis - December
Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors and increase donor participation.
Not Started
Q2
DEI Alumni Survey
Develop a specific and targeted population of alumni in order to gain feedback from our alumni's experience and opinion of campus climate.
Not Started
Q2
Proposal Tracking Improvement
Add the expectation field (anticipated_amt) to the PMATS entry form so that PMR can better track proposals via a single source. Investigate and, if possible, implement releasing the Power BI Proposal Pipeline report to all of DEVAR while restricting the Outcomes fields to only managers.
Not Started
Q2
Current and Overdue Tasks and Proposals Enhancement
Expand list capacity of the weekly current and overdue tasks and proposal email so that users no longer get error messages indicating the lists are too long.
Not Started
Q2
Gratitude to Give - Matching Score Enhancement
As a UCDH health analyst, I want to see EMR match via Futurus so that I can ensure matched data is accurate.
Not Started
Q2
Patient Referral Tracking
Add patient referral data in Advance so that we can track various return on investments on the faculty/staff education series, department engagement and staffing decisions, donor giving cycle, and conduits for engagement.
Not Started
Q2
Grateful Patient Giving Report
Develop and implement an automated monthly report that tracks the conversion of patients to donors to better steward Grateful Patients, track the pipeline, and provide more robust data security.
Not Started
Q2
Advance 2019 Reports Part 3
Convert all relevant reports from Advance 9.8.1 to more interactive platforms so that Advance users will have better, more consistent access to the data they need to be successful.
Not Started
Q3
ASGP Solicitation & Strategy
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
UCDH Solicitation and Strategy
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
Admissions Load - Winter
Update Advance with incoming student information and their parents so that our constituents can form fundraising strategies for this group.
Not Started
Q3
Grad Load - Fall
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
Faculty/Staff Load - Spring
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
Automate IMO/IHO Email and Letter
Developer a single Advance report that contains tributary donor acknowledgement data of online giving donations so that we can generate and send tributary donor acknowledgement letters/emails.
Not Started
Q3
International Address Standardization
Standardize foreign addresses within Advance using the Melissa Data Global Address functionality so that communications and receipts can be mailed in a timely manner.
Not Started
Q3
Annual and Canadian 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 Canada law.
Not Started
Q3
Crowdfund UC Davis - February
Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors and increase donor participation.
Not Started
Q3
ASGP Solicitation & Strategy
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
UCDH Solicitation and Strategy
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
DO Metrics FY Changeover Enhancement
Enhance and implement a more efficient "freeze" process for the DO Metrics reporting suite in Power BI to minimize downtime and increase accuracy for the reports.
Not Started
Q4
Admissions Load -Fall
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 data is available for transfer students.
Not Started
Q4
Admissions Load - Fall Phase 1 (May)
Update Advance with incoming freshmen 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
Grad Load - Winter
Add all Winter graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls.
Not Started
Q4
Retiree Load - Spring
Identify Advance entities that are Faculty or Employee and update their information to reflect their Retiree status so that we can better assist our constituents to engage this population.
Not Started
Q4
Retiree Load - Winter
Identify Advance entities that are Faculty or Employee and update their information to reflect their Retiree status so that we can better assist our constituents to engage this population.
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 2023 so we can raise more funds and acquire more donors.
Not Started
Q4
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
Ongoing
Lived Names
Ensure that we accurately identify and load lived names (as opposed to legal names) within Advance so that we can address alumni and potential donors properly.
Not Started
Flex
IS-12 Disaster Recovery Testing
Refine and test our disaster recovery plan twice a year to ensure that we are ready for natural and other disasters.
Not Started
Flex
GREAT | Automate Web Receipt Upload to GREAT
Implement the ability to view Online Giving tax receipts in GREAT for all GREAT users.
Not Started
Flex
GREAT | Batch - Edit Information
Enhance GREAT to show recently updated donor information so that we can more efficiently process GREAT gifts.
Not Started
Flex
GREAT | Unbatching Bug - Trib Donor
Enhance GREAT to remove duplicate tributary donor information on gift entry to prevent attributing tributary donor erroneously.
Not Started
Flex
GREAT | Ghost Report
Develop a report for finding duplicate transactions that move into Advance to help prevent moving too much money and booking duplicate gifts erroneously.
Not Started
Flex
P2PE | International
Implement the ability to charge international donors on our Point to Point Encryption credit card terminal for increased stability and security.
Not Started
Flex
Give | Batch Edit Enhancement
Ensure that Gift Services is able to modify Online Giving pledges, including amount and length of pledge.
Not Started
Flex
Give | Pledge Status Update
Enhance our Give website to automatically update a recurring subscription to expired if a pledge was been moved to completed status in Cybersource.
Not Started
Flex
GREAT | Advance Batch Feature
Implement an integrity check to confirm that entities that are entered as "in memory of" are actually deceased.
Not Started
Flex
GREAT | Securities Enhancement
Implement functionality in GREAT that allows securities gifts to be moved directly to Advance.
Not Started
Flex
GREAT | Email Notification Update
Update all GREAT notifications to reflect the accurate Advancement Services physical address.
Not Started
Flex
CAES Event Participation Dashboard
Develop a College of Agriculture and Environmental Sciences (CAES) specific event participation dashboard similar to the current Event Participation dashboard and add later add counts related to all units to better assess event value for Alumni.
Not Started
Flex
FCE Top 50 PBI Report Expansion
Update the Foundation and Corporate Engagement (FCE) Power BI report to reflect dollar and fiscal year donation reporting criteria, and add new columns to the export so that FCE can streamline automated reporting done each week.
Not Started
Flex
Anthology | Email Metric API
Configure the application programming interface for Anthology email metric so that it can better support fundraising, audience engagement, and reporting for our constituents.
Not Started
Flex
Mondavi Center Screening
Develop a report to assist with screening ticket purchasers from the Mondavi Center so that the Mondavi Center can identify new prospects for Development Officers. The initial screening will be about 50k records, and then a yearly report to capture new patrons.
Not Started
Flex
Portfolio Dossier Enhancements
Enhance the Portfolio Dossier to include Gratitude to Give scores so that we can provide efficiencies for development staff to better manage portfolios.
Not Started
Flex
Donation Table Performance Enhancements
Improve the efficiency and scalability of how Advance stores donation information to improve report reliability and flexibility for the future.
Not Started
Next Up
System Health Check for Give/Giving/GivingService WebJobs
Develop a dashboard to monitor all gift reports (or gift jobs) so that we can be proactive in ensuring accuracy and reliability.
Not Started
Next Up
MelissaData Enhancements
Enhance our servers to accelerate the speed at which Advancement Services can match entities in Advance.
Not Started
Next Up
Gratitude to Give Maintenance
Reserve work capacity to address unanticipated work for the Gratitude to Give maintenance.
Not Started
Next Up
Azure Security Recommendations
Ensure Payment Card Industry compliance and mitigate risks by following Microsoft's security recommendations every quarter.
Not Started
Next Up
Regular Password Resets
Implement regular password reset of systems to ensure Payment Card Industry compliance and assist with off boarding staff.
Not Started
Next Up
Standardized Password Keeper
Implement a new password manager to improve security and ensure Payment Card Industry compliance.
Not Started
Next Up
SSIS Job Owner Transfer
Ensure service accounts are used for SQL Server Integration Services to avoid interruption of critical reports or jobs when someone departs from UC Davis.
Not Started
Next Up
Donation Table Build Scheduling
Ensure timing of data uploads do not conflict with other data uploads so that we can increase accuracy and stability.
Not Started
Next Up
Table Build Logging Enhancement
Utilize Scope Identity to monitor and track start/end times of jobs and provide automated reports when a job has failed.
Not Started
Next Up
Michelangelo Pro ASGP Updates
Develop additional searchable data and exportable data types in Michelangelo Pro to provide our constituents access to certain data types, such as campaign codes, segment codes, entity appeals and current-fiscal-year giving totals.
Not Started
Next Up
Employee Giving Milestone Giving Report
Convert the Milestone report from a SQL Server Integration Services report to Power BI to improve availability and accuracy to help steward our most important long-term donors.
Not Started
Next Up
Employee Giving Participation Dashboard Upgrades
Enhance the employee participation report by including cash giving amounts and Development Area of participation to increase transparency for relationship managers.
Not Started
Next Up
Retiree/Emeriti Dashboard
Develop a new Power BI report for Retiree and Emeriti similar to the Employee Giving Participation Dashboard so that we can better understand our donor trends.
Not Started
Next Up
Monthly Employee Giving Stewardship Report and Dashboard
Develop a report to receive monthly updates of all faculty/staff giving so that we can better steward this group, especially first-time donors.
Not Started
Next Up
Network/Region Based Alumni Email Report
Develop a report that would allow staff to automatically pull alumni emails based on pre-defined network parameters (e.g. geography) to streamline communications and events so that event staff have time to develop strategic communication schedules.
Not Started
Next Up
DEI Dashboard
Develop a dashboard to show giving and constituency visualization pertinent to diversity, equity, and inclusion (DEI) so that the division and individual units have benchmarks and can set goals related to fundraising, engagement, and volunteerism.
Not Started
Next Up
Portfolio Management Update - Team Metrics - Part 2
Expand the Portfolio Management to include Development Officers outside of Foundation and Corporate Engagement (FCE) so that metrics reporting and transparency will be standardized for all DOs with this type of portfolio.
Not Started
Next Up
DEI Fund Tracking
Develop a report that will allow us to track and report funds associated with Diversity, Equity, and Inclusion (DEI) efforts so we may share our financial commitment to elements of the campus strategic plan.
Not Started
Next Up
Michelangelo Pro Special Handling Filter
Enhance Michelangelo Pro to include a special handling filter to save time while assembling lists.
Not Started
Next Up
Give Site User Tracking
Enhance the Online Giving an Give Online website to provide user analytics, allowing evaluation of how effectively the site moves traffic from the giving site through the give site and donation form specifically.
Not Started
Next Up
Planned Giving Open Pledge Balance Reporting
Enhance Planned Giving open pledge balance reporting to have better visibility of what funds are in the "pipeline" for strategic planning.
Not Started
Next Up
Peer Screening Roster Enhancements (PF005)
Enhance the Peer Screening Roster Enhancements (PF005) by adding maiden name for alumni (primary and spouse), adding the spouse's UCD degree information, and highlighting/bolding the word spouse in the report, so that researchers and analysts using this form can better perform their prospecting research.
Not Started
Next Up
Power BI HH ID Enhancement
Enhance Portfolio Dossier Power BI report to include household ID to improve user's abilities to perform VLookups and make better connections to our donors to help streamline research tasks.
Not Started
Next Up
Michelangelo Pro Prospect ID Enhancement
Enhance Michelangelo Pro report to include household ID to improve user's abilities to VLookups and make better connections to our donors to help streamline research tasks.
Not Started
Next Up
Stewardship Acknowledgement Report Enhancement
Enhance the Stewardship Acknowledgement Report to include a modified change type field so that staff can distinguish the reason for the modification swiftly (e.g. an appeal code addition).
Not Started
Next Up
UCDH Standardized Vendor Output Form
Standardize the UCDH vendor output form for all Health Related Annual giving requests so that staff have a consistent file format for all of our requests.
Not Started
Next Up