Lessons learned From Graland Country Day School - Jenny Grimm
Transcript of Lessons learned From Graland Country Day School - Jenny Grimm
![Page 1: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/1.jpg)
![Page 2: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/2.jpg)
LESSONS LEARNED FROM GRALAND COUNTRY DAY SCHOOL
Connect Raiser’s Edge:
![Page 3: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/3.jpg)
#BBK12UC
Welcome!
Jennifer GrimmDatabase Manager and [email protected]
Ruth SegalWhipple Hill [email protected]
![Page 4: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/4.jpg)
Graland Country Day School
• Preschool – 8th grade independent school in Denver, Colorado
• Over 700 enrolled students• Established in 1924• Blackbaud—Raiser’s Edge (RE), Education
Edge (EE), Financial Edge (FE), Spark, NetClassroom/Faculty Access
• Whipple Hill—Core, onMessage, onCampus (athletics and community groups)
#BBK12UC
![Page 5: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/5.jpg)
Graland’s Environment
• Whipple Hill– When did we purchase?– Front of house
www.graland.org– Lower school class/grade
pages (teachers – Parent portal for news
and resources– Current and past
parents, current and past students and alumni
• Blackbaud– Back of house for
Admissions, Registrar, Business Office, Faculty, and Parents for applying and reenrollment
– Online giving and event registration
– All constituents
#BBK12UC
![Page 6: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/6.jpg)
#BBK12UC
Early Adopter Program (EAP)
• Blackbaud acquired Whipple Hill• First step was Raiser’s Edge Connect• Graland volunteered to be EAP
![Page 7: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/7.jpg)
#BBK12UC
Integrated Environment Prior to RE Connect
Data flow from Education Edge to Raiser’s Edge. Manual Import into Whipple Hill.
![Page 8: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/8.jpg)
Integration Environment after RE Connect Implemented
Whipple Hill records become primary records and changes the way we update information.
#BBK12UC
![Page 9: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/9.jpg)
#BBK12UC
Lessons Learned
• Go through our timeline• What We Did• Results• Data Clean-up• Lessons Learned
![Page 10: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/10.jpg)
#BBK12UC
Round 1: What We Did
• Refreshed WH data with information– From EE: Current parent and student
information– From RE: Alumni and alumni spouses
• RE Connect installed and configured– Data scrubbing– Constituent codes
• Linked/Added record with RE– Over 7000 records
![Page 11: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/11.jpg)
#BBK12UC
Round 1: Result
• Data Deleted– Student and alumni ethnicity, parents missing middle names,
marital status (living status), schools and businesses
• Different data types– Wireless contact type
• Constituent codes added– Duplicate constituent codes added for students and parents with
the date of integration
• Ex-spouse relationships– Non-Constituent spouses were added as constituents
• New relationship with Spouse/Partner added• Spouse unchecked• Salutations
![Page 12: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/12.jpg)
#BBK12UC
Round 1: Data Clean-up
• Installed EE and RE backup databases– Exported student ethnicity and parent marital status and imported into WH
• Spouse/Partner and Ex-Spouse – Deleted non-constituent relationship– Checked spouse box– Updated relationship to Spouse (not Spouse/Partner)– Checked salutations/addressees
• Constituent Codes– Queried everyone with a date of the integration and manually deleted
codes• Tested school and business relationships
– Schools and businesses will be deleted in RE. If it is not in WH—it will disappear from RE!
– Exported parent businesses from EE and imported into WH.
![Page 13: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/13.jpg)
#BBK12UC
Round 1: Lessons Learned
• Data Mapping– All data in WH– Update any export currently using– Know who is in your WH database
• RE Connect Configuration– Update profile in WH
• Over communicate
![Page 14: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/14.jpg)
#BBK12UC
Round 2: What We Did
• BB PATCH!
![Page 15: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/15.jpg)
#BBK12UC
Round 2: Result
• Lost parent email addresses in RE and EE• Added contact information to all
constituents where applicable
![Page 16: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/16.jpg)
#BBK12UC
Round 2: Data Clean-up
• Deleting the email address and re-adding the information into WH did not trigger a profile update in RE Connect.
• Other data restoration from WH triggered email address updates.
![Page 17: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/17.jpg)
#BBK12UC
Round 2: Lesson Learned
• What triggers the update?– All new and/or different information
![Page 18: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/18.jpg)
#BBK12UC
Round 3: What We Did
• Trained staff on new data entry process for demographic and business information
• Only some constituents in WH
![Page 19: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/19.jpg)
#BBK12UC
Round 3: Results
• Created more work for the development office
• Decided to delete constituents who are not current parents, students, and employees from the database.
![Page 20: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/20.jpg)
#BBK12UC
Round 3: Data Clean-up
• Removed past parents, alumni, past employees, and anyone with an All School role only from WH.
![Page 21: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/21.jpg)
#BBK12UC
Round 3: Lessons Learned
• Decide who you want to have in WH—who is your audience?– Current parents, students, and employees
only?– Alumni?– Grandparents?– Past parents and employees?
![Page 22: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/22.jpg)
#BBK12UC
Round 4: What We Did
• 2015-16 Online Registration– Configured a single sign on (SSO)– Instruction page in WH– Submit form reenrollment form online (BBNC)– Collect parent business information– Added incoming students and parents to WH
![Page 23: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/23.jpg)
#BBK12UC
Round 4: Result
• Parent reenrollment time reduced• Address changes handled by parents• Faster form processing time into EE from
NetCommunity
![Page 24: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/24.jpg)
#BBK12UC
Round 4: Data Clean-up
• Manually add and/or update parent businesses in WH. This information is not available to parents as it may have historical data.
• Double check RE Connect changes and updated WH if needed (ie removing marital status, business, ethnicity)
• Double check addresses between EE and WH (relink correct addresses in EE Integration)
• Verify User IDs between WH and BBNC
![Page 25: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/25.jpg)
#BBK12UC
Round 4: Lessons Learned
• SSO is awesome• Lock down profile for parents and incoming
parents– Businesses: Historical data and edit=delete.
• Test all integration points• Be sure addresses are linked correctly
within EE and RE integration• Check all the changes in RE Connect
before processing
![Page 26: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/26.jpg)
#BBK12UC
Round 5: What We Did
![Page 27: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/27.jpg)
#BBK12UC
Round 5: Result
• Link and verify information in RE Connect• Double check the information in RE and
EE.• Worked OK but there was a possible link
missing in the chain—no checks and balances.
![Page 28: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/28.jpg)
#BBK12UC
Data Clean-Up
• Re-add information lost through linking process
• Double check that new parents were in WH and RE—linked.
• Determined a best practice for linking/adding records
![Page 29: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/29.jpg)
#BBK12UC
Round 5: Lessons LearnedRecommended integration order:
Add records to WH
Link/Add records to RE
Link/Add records between EE and RE
![Page 30: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/30.jpg)
#BBK12UC
Round 6: What We Did
• Graduated, Promoted, and Enrolled incoming students
• Updated accounts for employees leaving Graland
![Page 31: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/31.jpg)
#BBK12UC
Round 6: Results
• All parents were given end dates to their Parent constituent codes and given new Past Parent constituent codes.
• Graduating Students constituent code given ending dates and new Alumni code
![Page 32: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/32.jpg)
#BBK12UC
Round 6: Data Clean-up
• Pulled a query to include anyone with a start date between 6/1/15 – 6/30/15
• Manually cleaned parent and student records– Removed Past Parent codes and cleaned up
dates.
![Page 33: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/33.jpg)
#BBK12UC
Round 6: Lessons Learned
• Understand how to configure constituent codes in RE Connect and what the result will be. I prefer to manage constituent codes in RE rather than RE Connect.
![Page 34: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/34.jpg)
#BBK12UC
All Lessons Learned
• Data Mapping• Know how RE Connect Behaves
– What triggers an update– What information will be deleted in RE– Account for new data types (wireless, living status, etc)
• Determine your audience—who needs to be in WH?
• Over communicate with your organization • Link your data in the correct order• EE and RE addresses linked correctly
![Page 35: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/35.jpg)
#BBK12UC
Lessons Learned (cont)
• Configure constituent code options in RE Connect after you link records—or not at all.
• Understand what constituents can see in their profile and what they have access to delete.
• Be ready for data clean-up• Take everything in stride!
![Page 36: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/36.jpg)
#BBK12UC
Looking Ahead
• Implementing onBoard• New onMessage and full onCampus
modules• RE NXT and FE NXT• Hope RE Connect becomes bi-directional• Setting ourselves up for the future of the
on products.
![Page 37: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/37.jpg)
#BBK12UC
Questions?
![Page 38: Lessons learned From Graland Country Day School - Jenny Grimm](https://reader030.fdocuments.net/reader030/viewer/2022012921/55bb106cbb61eb130f8b4673/html5/thumbnails/38.jpg)
#BBK12UC
Thank you!