FundSvcs Community

Hi Christopher, I work with institutions to help them develop such a road map, among other things. Based on my experience, here's what I'd suggest: First, what is the goal for developing this road map? Based on your post, I assume that it's to improve data quality, design quality, and overall usability of the system(s). (You mentioned Master/Reference Data Management; I assume you are alluding to overall database design.) This is often based on some pain points and perceived gaps/discrepancies perceived in the organization's current systems, processes, skill set etc. Have you assessed your current state and identified pain points and priorities? That should be ideally the first step. In terms of experiences, I believe that simply developing a road map may not really present a learning opportunity, however, a road map will give your organization clear steps/milestones to be accomplished towards your end goal. During the process, if you undertake an assessment, it might uncover a few things, such as need for a system upgrade, or need for a modern tool set, need for redesigning processes, etc. Hope this helps, *Medha Nanal* *Strategic Data & CRM Consulting for Nonprofit Organizations* (Fundraising, Programs, Operations, Communications) 650-600-9374 www.topcloudconsult.com ---------------------------------------------------------------------------------------- On Fri, May 10, 2019 at 11:05 AM Christopher Amherst <cmadar@rit.edu> wrote: > We are starting to develop an Enterprise Information Management (EIM) > roadmap. > > From my side of the house –we are focusing on the Data Quality Management > and Master/Reference Data Management aspects of EIM > > > > Has anyone developed a similar roadmap at their institution? And what > lessons did you learn from the experience? > > > > > > *Christopher Amherst* > > Assistant Director of Advancement Information Systems > > Development and Alumni Relations > > *P* 585.475.2959 *F* 585.475.7004 > > > > [image: RIT] <http://www.rit.edu/> > > *Rochester Institute of Technology* > 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 > > > > [image: RIT] > > [image: RIT] <https://www.rit.edu/alumni/signature/> > > Connect with us: [image: RIT] <http://www.facebook.com/RIT.Alumni> [image: > RIT] <https://twitter.com/RIT_Alumni> [image: RIT] > <http://www.linkedin.com/groups?gid=72797> > > [image: RIT] > > > > CONFIDENTIALITY NOTE: The information transmitted, including attachments, > is intended only for the person(s) or entity to > which it is addressed and may contain confidential and/or privileged > material. Any review, retransmission, dissemination or other > use of, or taking of any action in reliance upon this information by > persons or entities other than the intended recipient is prohibited. > If you received this in error, please contact the sender and destroy any > copies of this information. > > > > >

When I was at NC State we established and institutional data governance initiative and protocol. Is that what you are thinking about? John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Fri, May 10, 2019 at 2:05 PM Christopher Amherst <cmadar@rit.edu> wrote: > We are starting to develop an Enterprise Information Management (EIM) > roadmap. > > From my side of the house –we are focusing on the Data Quality Management > and Master/Reference Data Management aspects of EIM > > > > Has anyone developed a similar roadmap at their institution? And what > lessons did you learn from the experience? > > > > > > *Christopher Amherst* > > Assistant Director of Advancement Information Systems > > Development and Alumni Relations > > *P* 585.475.2959 *F* 585.475.7004 > > > > [image: RIT] <http://www.rit.edu/> > > *Rochester Institute of Technology* > 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 > > > > [image: RIT] > > [image: RIT] <https://www.rit.edu/alumni/signature/> > > Connect with us: [image: RIT] <http://www.facebook.com/RIT.Alumni> [image: > RIT] <https://twitter.com/RIT_Alumni> [image: RIT] > <http://www.linkedin.com/groups?gid=72797> > > [image: RIT] > > > > CONFIDENTIALITY NOTE: The information transmitted, including attachments, > is intended only for the person(s) or entity to > which it is addressed and may contain confidential and/or privileged > material. Any review, retransmission, dissemination or other > use of, or taking of any action in reliance upon this information by > persons or entities other than the intended recipient is prohibited. > If you received this in error, please contact the sender and destroy any > copies of this information. > > > > >

We are starting to develop an Enterprise Information Management (EIM) roadmap. From my side of the house -we are focusing on the Data Quality Management and Master/Reference Data Management aspects of EIM Has anyone developed a similar roadmap at their institution? And what lessons did you learn from the experience? Christopher Amherst Assistant Director of Advancement Information Systems Development and Alumni Relations P 585.475.2959 F 585.475.7004 [RIT]<http://www.rit.edu/> Rochester Institute of Technology 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 [RIT]<https://www.rit.edu/alumni/signature/> Connect with us: [RIT] <http://www.facebook.com/RIT.Alumni> [RIT] <https://twitter.com/RIT_Alumni> [RIT] <http://www.linkedin.com/groups?gid=72797> CONFIDENTIALITY NOTE: The information transmitted, including attachments, is intended only for the person(s) or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and destroy any copies of this information.

It's been nearly 6 years since I was on that team (how time flies!). I see they now use a different term: Data Sensitivity Framework. Nonetheless, I think you will find these resources useful: https://oit.ncsu.edu/it-security/data-framework/ John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Mon, May 13, 2019 at 10:03 AM Christopher Amherst <cmadar@rit.edu> wrote: > John, > > > > Yes, it’s in the same vein. > > > > Chris > > > > *Christopher Amherst* > > Assistant Director of Advancement Information Systems > > Development and Alumni Relations > > *P* 585.475.2959 *F* 585.475.7004 > > > > [image: RIT] <http://www.rit.edu/> > > *Rochester Institute of Technology* > 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 > > > > [image: RIT] > > [image: RIT] <https://www.rit.edu/alumni/signature/> > > Connect with us: [image: RIT] <http://www.facebook.com/RIT.Alumni> [image: > RIT] <https://twitter.com/RIT_Alumni> [image: RIT] > <http://www.linkedin.com/groups?gid=72797> > > [image: RIT] > > > > CONFIDENTIALITY NOTE: The information transmitted, including attachments, > is intended only for the person(s) or entity to > which it is addressed and may contain confidential and/or privileged > material. Any review, retransmission, dissemination or other > use of, or taking of any action in reliance upon this information by > persons or entities other than the intended recipient is prohibited. > If you received this in error, please contact the sender and destroy any > copies of this information. > > > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *John Taylor > *Sent:* Friday, May 10, 2019 2:46 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Experiences with Enterprise Information > Management within Advancement Services? > > > > When I was at NC State we established and institutional data governance > initiative and protocol. Is that what you are thinking about? > > > > John > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Fri, May 10, 2019 at 2:05 PM Christopher Amherst <cmadar@rit.edu> > wrote: > > We are starting to develop an Enterprise Information Management (EIM) > roadmap. > > From my side of the house –we are focusing on the Data Quality Management > and Master/Reference Data Management aspects of EIM > > > > Has anyone developed a similar roadmap at their institution? And what > lessons did you learn from the experience? > > > > > > *Christopher Amherst* > > Assistant Director of Advancement Information Systems > > Development and Alumni Relations > > *P* 585.475.2959 *F* 585.475.7004 > > > > [image: RIT] <http://www.rit.edu/> > > *Rochester Institute of Technology* > 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 > > > > [image: RIT] > > [image: RIT] <https://www.rit.edu/alumni/signature/> > > Connect with us: [image: RIT] <http://www.facebook.com/RIT.Alumni> [image: > RIT] <https://twitter.com/RIT_Alumni> [image: RIT] > <http://www.linkedin.com/groups?gid=72797> > > [image: RIT] > > > > CONFIDENTIALITY NOTE: The information transmitted, including attachments, > is intended only for the person(s) or entity to > which it is addressed and may contain confidential and/or privileged > material. Any review, retransmission, dissemination or other > use of, or taking of any action in reliance upon this information by > persons or entities other than the intended recipient is prohibited. > If you received this in error, please contact the sender and destroy any > copies of this information. > > > > > >

John, Yes, it’s in the same vein. Chris Christopher Amherst Assistant Director of Advancement Information Systems Development and Alumni Relations P 585.475.2959 F 585.475.7004 [RIT]<http://www.rit.edu/> Rochester Institute of Technology 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 [RIT]<https://www.rit.edu/alumni/signature/> Connect with us: [RIT] <http://www.facebook.com/RIT.Alumni> [RIT] <https://twitter.com/RIT_Alumni> [RIT] <http://www.linkedin.com/groups?gid=72797> CONFIDENTIALITY NOTE: The information transmitted, including attachments, is intended only for the person(s) or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and destroy any copies of this information. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Friday, May 10, 2019 2:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Experiences with Enterprise Information Management within Advancement Services? When I was at NC State we established and institutional data governance initiative and protocol. Is that what you are thinking about? John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Fri, May 10, 2019 at 2:05 PM Christopher Amherst <cmadar@rit.edu<mailto:cmadar@rit.edu>> wrote: We are starting to develop an Enterprise Information Management (EIM) roadmap. From my side of the house –we are focusing on the Data Quality Management and Master/Reference Data Management aspects of EIM Has anyone developed a similar roadmap at their institution? And what lessons did you learn from the experience? Christopher Amherst Assistant Director of Advancement Information Systems Development and Alumni Relations P 585.475.2959 F 585.475.7004 [RIT]<http://www.rit.edu/> Rochester Institute of Technology 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 [RIT]<https://www.rit.edu/alumni/signature/> Connect with us: [RIT] <http://www.facebook.com/RIT.Alumni> [RIT] <https://twitter.com/RIT_Alumni> [RIT] <http://www.linkedin.com/groups?gid=72797> CONFIDENTIALITY NOTE: The information transmitted, including attachments, is intended only for the person(s) or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and destroy any copies of this information.