FundSvcs Community

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Unfortunately the only way for us to create a relationship is to have a record for both, which as you noted Larry is quite a strain all the way around but I would love to know if any other BBCRM users have found a work around for this.

I appreciate your input Larry and John!

Amanda

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

I would agree with both Larry and John that the maintenance of employment, organizations, parents, and subsidiaries is really a nightmare!!!

CRM does require a relationship with an organization to add employment, making a better case only to add those relationships that are worth tracking. Generally, large organizations that are important for your community include large employers, matching gift companies, and those who donate or sponsor. Keeping these is beneficial for your organization. Typically employment append companies will give you the size and revenue of the company and how many alumni work there. This could help you determine if a company is worth tracking in your database.

There are two poor workarounds in CRM, and I do not advocate for them,

1. Keep track of the employment information within the business address and have the employer name by line 2; the address validation works for this solution.
2. The second workaround is to create a dummy-employer record and link these more minor relationships. The downside is that if there is no data entry consistency, you will end with a record with a gazillion relationships, and cleanup and maintenance will be very hard.

Again both workarounds are not optimal but helpful if you need to track all the employment information.

I hope this helps

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

I don't recommend linked employment. You'll regret it. It eats a ton of labor. A ton. #AskingForAFriend

Aaron Forrest CPA

Senior Director Gift and Donor Services

University of Rochester Office of Advancement

585.275.2799 | aaron.forrest@rochester.edu

I would agree with both Larry and John that the maintenance of employment, organizations, parents, and subsidiaries is really a nightmare!!!

CRM does require a relationship with an organization to add employment, making a better case only to add those relationships that are worth tracking. Generally, large organizations that are important for your community include large employers, matching gift companies, and those who donate or sponsor. Keeping these is beneficial for your organization. Typically employment append companies will give you the size and revenue of the company and how many alumni work there. This could help you determine if a company is worth tracking in your database.

There are two poor workarounds in CRM, and I do not advocate for them,

1. Keep track of the employment information within the business address and have the employer name by line 2; the address validation works for this solution.
2. The second workaround is to create a dummy-employer record and link these more minor relationships. The downside is that if there is no data entry consistency, you will end with a record with a gazillion relationships, and cleanup and maintenance will be very hard.

Again both workarounds are not optimal but helpful if you need to track all the employment information.

I hope this helps

Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.

We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.

Larry Knapp

Hobart and William Smith Colleges

Happy Monday and Happy New Year!

I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?

Thank you!

Amanda              

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.