Entries from Road to CA tagged with 'CA'
Live Conversion Starts Today!
At noon today Benefactor will be closed to users - forever! At 5 pm, Colleague will be closed to users until Tuesday August 11th at 8 am when it will re-open for all users and Colleague Advancement will debut! Starting...
Getting Closer
We've been very busy as live conversion approaches. Too busy for postings to the blog, it seems! Here's what we've been up to. Mimic of Live Conversion Our mimic of live went well, with one fairly significant glitch. Timing went...
Mimic of Live Conversion This Week
This week Todd and I are running our mimic of live conversion. Beginning on noon Monday we will run the pre-processes, the conversions, and the post-processes in the same time frame we will be running the live conversion. For those...
Progress Report
We are making good progress on our to-do list highlighted in our last post. Todd and I are whipping through the computed columns and subroutines needed for reports and downloads, while Matt is working on creating and testing the documents...
What Next?
We've completed three conversions and all of our Datatel-led training. So what's left to do in the 2-1/2 months between now and live conversion? Plenty! Here are some of the things we're working on now, or about to start. Reporting....
The End of the (CA Training) Road
Today Todd, Matt and I have our last CA training session - Planned Giving. This last training, like many others, takes place online. The three of us will gather in Murray 116 with a telephone nearby for this virtual classroom...
Conversion 3 Complete
Conversion 3 was completed in 4 working days, plus about a half day to run post-conversion processes. We had expected it to take about a week, so it looks like we are right on track. Our goal for this conversion...
Major Donors
Our penultimate CA training session takes place this afternoon - Major Donors. Todd, Matt and I will once again convene in Murray 116 with our instructor on the telephone for this virtual classroom training. We have a workbook the size...
It's a Date!
After much discussion, a final date for conversion has been set. We will begin at 5 pm Thursday August 6th and be up and running by 8 am Tuesday August 11th. Benefactor will go down at noon Thursday August 6th,...
Second Conversion Nearly Complete
Okay, so I know I never told you we had started the second conversion. It's been a busy month. But here we are, with the second conversion nearly complete! It started out more slowly than we had hoped, with a...
First Conversion Complete!
This weekend we are officially closing the door on Conversion Test #1! We ran the last of our conversions 17 days ago, and since then have been running post-conversion processes and evaluating the data that converted over. In doing so...
Reporting!
This afternoon Todd, Matt and I start our Institutional Advancement Reporting Techniques training. Todd has been anxiously awaiting this class, as file structure in CA is very different from what she's been used to in Benefactor. Once we complete the...
This Isn't Ben, This is CA. We Have Rules.
One big feature we'll gain in the conversion to CA is Rules. Rules let you use criteria to determine whether or not a certain action will apply. For instance, you can set a rule to determine whether a pledge should...
Busy, Busy, Busy!
We've had a very busy time over here in CA Conversion world lately! Here's the short version of what we've been up to: Contribuiton Management at Datatel in VA went very well. Todd learned that several delivered reports will replace...
We're Still Here!
We've been so busy with the conversion that we forgot to update the blog for the past two weeks! Here's what we've been up to: Constituent Management Collaboration Workshop. On November 3rd we had a 3 hour teleconference workshop with...
The Big Picture
On Monday of this week we had our first look at the conversion process in the CA Conversion Overview Webinar. We now have a better idea of what the next several months hold for us. We also have a lot...
Consulting Calls Scheduled
We have two upcoming consulting calls scheduled with Datatel: Constituent Management Collaboration Workshop on November 3, 2008 from 9 am - noon and Data Custodian Workshop on November 13, 2008 from 9 am - noon. Both conference calls will take...
We Can Get There From Here
You've been hearing about this for a while. Benefactor is going away and the data from it will be migrated to Colleague Advancement. We officially start the migration process in two weeks, as part of Datatel's "Cohort F". But don't...
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