Correct on all counts. No presentation is available online but you should
be able to track Jeffrey down at Illinois Institute of Technology. The
full session title was: Automating Repetitive Tasks and Creating Workflows
with Google, Zapier and Trello.
John
John H. Taylor
Principal, John H. Taylor Consulting
2604 Sevier St.
Durham, NC 27705
johntaylorconsulting@gmail.com
919.816.5903 (cell/text)
Join me for 2-days of Advancement Services programming at the
Midwest Meeting of the Minds conference this August!
http://midwest-motm.org/
On Thu, Jun 6, 2019 at 1:23 PM Halverson, Michael <
mhalverson@luc.edu>
wrote:
> Aaron –
>
>
>
> I believe the system that Jeffrey Wat presented on is Trello….
>
>
>
> *Michael Halverson, **Ed.D.*
> Senior Director of Advancement Services
> Loyola University Chicago
> T. *312-915-7283 *| C. 320-363-4987
>
mhalverson@luc.edu |
www.luc.edu/advancement
>
>
>
> *From:* Advancement Services Discussion List [mailto:
>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Forrest, Aaron
> *Sent:* Thursday, June 06, 2019 12:19 PM
> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
> *Subject:* Re: [FUNDSVCS] Ticketing System Recommendations
>
>
>
> First, there was a session about this at AASP Summit last year that
> knocked my socks off. You might want to hunt that down at the AASP website.
> Perhaps the presentation is available? The presenter was Jeffrey Wat and
> the presentation was titled “Automating Repetitive Tasks and Creating
> Workflows” from my notes.
>
>
>
> Having said that, we also have an enterprise-wide solution via Jira. It
> has pros and cons. It’s mostly designed for a one-off IT helpdesk customer
> service solution. The complexity of our customer service needs doesn’t fit
> well. But we are learning, growing, and trying to adjust our workflows to
> accommodate. Getting information out of the system for metrics and
> reporting is a bear. I’ve not had time to conquer that well yet, other than
> raw numbers.
>
>
>
> Aaron
>
>
>
> Aaron Forrest CPA
>
> Senior Director Gift and Donor Services
>
> University of Rochester Office of Advancement
>
> Larry and Cindy Bloch Alumni and Advancement Center
>
> 300 East River Road
>
> Rochester NY 14627
>
> Office 585.275.2799 / Fax 585-273-4558
>
> Email
aaron.forrest@rochester.edu
>
>
>
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image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/>
>
> P Please consider the environment before printing this email.
>
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>
>
>
> *From:* Advancement Services Discussion List <
>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Scott Burdick
> *Sent:* Thursday, June 6, 2019 12:32 PM
> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
> *Subject:* Re: [FUNDSVCS] Ticketing System Recommendations
>
>
>
> We've been using WebHelpDesk
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.webhelpdesk.com_&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=yRjagl0UDdDA-fJ9kL7OGitXpfy6HumvI7nTgSP-ed8&s=rKRlxJ5V-fP0QKtUl6xlQn2SE3Oslab2Zu-QShX-fOY&e=>from
> SolarWinds for a few years and it has met our needs. Campus IT has just
> begun implementing an enterprise solution from Cherwell. At some point, we
> will have a discussion about the pros and cons of moving to the campus-wide
> system.
>
>
> --Scott
>
>
>
> *Scott B. Burdick '85*
>
> Director | Reporting & Analytics
>
> o 401.874.2383 | web
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__urifoundation.org&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=yRjagl0UDdDA-fJ9kL7OGitXpfy6HumvI7nTgSP-ed8&s=3qOKOCK9Tmykifv5AwGKfTMyTFR7ww1TZdtO1JvOVEE&e=>
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> On Thu, Jun 6, 2019 at 12:25 PM Rachel Ellis <
>
0000004a21931ba8-dmarc-request@listserv.fundsvcs.org> wrote:
>
> Hi All,
>
>
>
> Do any of you have recommendations for a robust ticketing system? We are
> looking for a product that allows our campus partners to submit data
> requests through a form which can then be approved and assigned to a team
> member. We currently use a google form but are looking for something a bit
> more robust that will allow us to more easily track request stats.
>
>
>
> Thank you in advance!
>
> *Rachel E. Ellis*
>
> *Director of Advancement Services*
> Point Loma Nazarene University
> (619) 849-2600
>
rellis2@pointloma.edu
>
>