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Managing Prospect Portfolio & Moves in Banner Advancement (5295)
Track:
Advancement
Program Code: 5295
ADDITIONAL PRESENTER / PANELIST:
Ellen Gee, Information Systems Manager, Concordia University - Montreal (Canada)
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Ryan Miller, Analyst, Advancement and Alumni Relations, Concordia University
Description
Aligning Banner's prospect management tools and reports with the Advancement department's evolving business needs using a simplified approach has been a challenge. This session will present how we implemented web tools and procedures for our Development team to manage a prospect's projects and to track related moves, contacts and performance in Banner Advancement. Sample codes and reports will be presented.