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  • 1.  Advancement CRM Integration with Workday

    Posted 10-05-2023 07:49 PM
    A colleague at one of my previous recent clients informed me of their plans to replace their Advancement CRM (of 20 years - yea!). They've sent an RFP and will be narrowing the field.

    The campus is implementing Workday. They would love to be in contact with any institutions that have built a seamless (or nearly so) integration with that product and any Advancement CRM.

    If this sounds like you, please drop me a line, and I will connect the two of you.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987


  • 2.  RE: Advancement CRM Integration with Workday

    Posted 10-06-2023 03:44 PM
     Hi John-
    Not me. But it sounds interesting. I would be interested in learning more as well. 



    Original Message


  • 3.  RE: Advancement CRM Integration with Workday

    Posted 10-09-2023 08:08 AM

    Hi John,

    Hamilton is moving to Workday with the first phase, finance and hr, being scheduled for 7/1/2024. The Advancement Office is moving to ascend/Salesforce with a Go Live date of late January/early February 2024. We will be communicating two way with Workday, however I believe our strategy will be to use our Snowflake warehouse as an intermediary.

    Joe



    ------------------------------
    Joe Medina
    Hamilton College
    jmmedina@hamilton.edu
    ------------------------------

    Original Message


  • 4.  RE: Advancement CRM Integration with Workday

    Posted 10-11-2023 03:31 PM

    Hi John,

    Our campus uses Workday for Finance and HR. We integrate with SalesForce EDA currently and are widening that integration currently. Happy to chat with anyone about it.

     

    Rebecca Boughamer

    Assistant Vice President, Advancement Services

     

    3501 University Blvd E | Adelphi, MD 20783

    Ph: 301.892.1277
    Email: rebecca.boughamer@umgc.edu

     

    Join us for Homecoming 2023 from October 12–28! With Spirit Week activities as well as virtual and in-person events, there's something for everyone.

    Check out our multiple live events around the globe or venture into the UMGC Metaverse! Click here to learn more. 

     




    Original Message


  • 5.  RE: Advancement CRM Integration with Workday

    Posted 10-11-2023 07:16 PM

    John,

     

    We have an integration between Workday (HR) and our Salesforce CRM (ascend).

    More than happy to arrange a conversation on how it works for us at UChicago.

     

    Chris

     

    ____________________________________________________________________
    Christopher Amherst | Director, Data Management

    He/him

    The University of Chicago | Alumni Relations and Development

    5235 South Harper Court | Chicago, Illinois 60615

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    [This message and its contents are confidential. If you received this message in error, do not use or rely upon it. Instead, please inform the sender and then delete it. Thank you.]

      

     




    Original Message


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