Onboarding for IT Team Members

The CADENCE system (Blackbaud CRM) is the fundraising and alumni/donor information system for DAR, CUF, CAA, IPTAY.  CADENCE is the system of record for all fundraising activity and includes functionality for managing back-office operations, fundraising and development (both academic and athletic), alumni relations, marketing, online communications, reporting, and event management. Blackbaud Information System (BBIS) is a companion tool to CADENCE and is used for our online giving, some of our mass emails, and is used to house the Development Intranet.

This is the first online training you need to get CADENCE access: https://clemson.ca1.qualtrics.com/jfe/form/SV_4OrwQW93TyRt8aO

It will also require you to sign the confidentiality statement.

Inside the Cadence Training and Support Portal:

1.       Read what terms are available in the Business Glossary: https://crm79525p.sky.blackbaud.com/79525p/webui/webshellpage.aspx?databasename=79525p#pageType=p&pageId=6df9354a-fefe-4d32-9c2f-b9f168536adc

2.       Look for policies and procedures in the Documentation Library. You won’t need all the details yet, but you can learn more about what folks do in our systems.

3.       Check out our self-service station: https://forever.clemson.edu/di/self-service

4.       Sign up to receive Blackbaud notifications to ensure that we can stay informed and understand why there may be an issue. (For example: BBIS batches not downloading). Steps to Subscribe.

 

PEOPLE

This is the IT Team: https://forever.clemson.edu/it/members

This is all of Advancement: https://www.clemson.edu/giving/contact-us/

This is the University's Phonebook online: http://www.clemson.edu/phonebook

 

WORKFLOWS

  1. Open Tickets/Issues/Workflow (and ‘Data Stewards’) Learn about how issues comes to our IT Team… and how they evolve, escalate, and ultimately get resolved.
  2. Learn more about Data Governance in our division: https://forever.clemson.edu/di/data-governance
  3. This Smartsheet Dashboard (Morning Portal) has a lot of IT Team only details/links: https://app.smartsheet.com/dashboards/mqHqcJqMJX5FGQRWvcqfRXMJX736JxF9g5G9QGF1
  4. Your bread and butter will be the Ticket Sheet and Change Management Forms. (See Mary Frances on the Change Management Form)

SOFTWARE TO LEARN

  1. Smartsheets (see Caleb)
  2. Azure (see Mary Frances)
  3. Blackbaud Basics - Revenue v. Recognition (see James)
  4. Blackbaud Basics – Records & Gift Basics (see Mary Frances)
  5. BBIS Basics (see Heather)
  6. Query Basics (see Vivian)
  7. Hardware Needs (see Darius)
  8. Documentation for Helpdesk (see Logan)

Policies and other not-as-fun-stuff that makes more sense over time:

1.      Advancement IT Policy

2.      Blackbaud's Knowledgebase   

3.      CCIT's Knowledgebase

4.      Clemson IT Security Policies & Standards


Suggested Training:

1.      https://forever.clemson.edu/di/professional-development

2.      http://community.blackbaud.com/home

 

user questions about non-IT related issues…

SOME replies that can help:

  • I’m not your designated resource for that...
  • That’s not in my/this project's scope.
  • This does not fall in our area of responsibility.
  • Let me point you in the right direction.
  • Did you check the Business Glossary, Documentation library, Self-Service Station?