Video: A Look Behind the Login: Tour Blackbaud’s Total School Solution | Duration: 3484s | Summary: A Look Behind the Login: Tour Blackbaud’s Total School Solution

Transcript for "A Look Behind the Login: Tour Blackbaud’s Total School Solution": Hey, everyone. My name is Elizabeth Botanieri, and I am part of our education marketing team here at Blackbaud. Thank you so much for joining us for today's webinar, a look behind the login toward Blackbaud's total school solution. A few callouts as we all get settled. The webinar audio will be broadcast through your computer speakers, so hopefully, you are hearing me right now. As always, a reminder that you will receive the recording to this about 24 hours thereafter. If you need captions, you can hover over the stage and click the CC button on the bottom of the screen to turn the captions on and off. If you encounter any audio or technical issues such as the slides freezing or your screen, you know, looks like it's lagging behind, usually a quick refresh of your browser is the best way to get it working again. And worst case scenario, you can always leave and log back in again. You will see a chat feature. This is meant to be interactive amongst the attendees, and it is different from q and a, which you'll see over to the right. That said, please do click on the q and a if you have some questions. And when you're submitting those questions, please be as specific as possible. The more details that we have, the better we can address your questions. In between chat and q and a, you should see the docs area. Please click here to access several links and resources that you may want to access during the presentation or save for future reference. And you can adjust any settings by using the cogwheel at the bottom of the event space. Safe Harbor statement. A reminder that things can always change. If you've recently attended any of our product update briefings, you might recognize this. That said, I also want to give a plug for our next set of product update briefings, which will be mid November. So be on the lookout for registration information in the coming weeks. So know that there's a potential for some details to change, but our overall vision remains consistent. As shown in the visual here, with more than 40 years of experience in private and independent k through 12 schools, Blackbaud offers a total school solution that connects every facet of your school. I've given Whitney quite the challenge today, to say the least. He's going to walk, talk and show us each of the offices. We're going to look at both the flow of data and then hop into the solutions themselves. And so as a reminder, the goal for today's webinar is to give you a high level understanding of our solutions and the benefits of a connected school. We really wanna wet your appetite for a deeper conversation and evaluation specific to your school and individual needs. And, again, you're welcome and encouraged to submit your questions throughout the webinar, and we'll do our very best to answer them via chat if we have time live or as a follow-up post webinar. And with that, I am happy to hand the baton over to Whitney Donnelly. Whitney is one of our principal Blackbaud k through 12 solutions consultants. He has over 25 years of experience with k through 12 schools. He loves to apply his former teacher, IT director and Blackbaud customer perspective to all of his customer interactions and engagements. And he's worked exclusively with our k through 12 customers here at Blackbaud for over 10 years. And in his spare time, Whitney is an avid bike enthusiast. So, Whitney, I will hand it over to you, and thank you so much. Well, thank you, Elizabeth. Appreciate that. I hope everybody on the call is going to be prepared to sitting down, seat belts on, crash helmets. We're gonna be moving at at lightning pace as Elizabeth said. We're gonna be skimming across the top of all of these, and leaving lots of questions, but hopefully getting you excited about how the platform works. And I pulled this slide back up again, to sort of talk about that because that's a great marketing view of the solution and I think helps give the idea of how everything is collected, but I'm also gonna start to deconstruct that. And as Elizabeth said, walk through sort of the data flow of this, and then we're gonna actually go in and dance through the products and look at them from that perspective. But as we look at these, right, each of these are individual products that you can purchase from Blackbaud. You don't have to buy everything all at once. You can pick and start where you might want to. But, I'm gonna start where sort of the data flow, ideally would begin, and and that's with the the website where families fill out an interest form. That interest form is going to go and move the data directly into the creating the core constituent records within the system and building those relationships. No data entry required on the part of the school. Families are also then gonna be able to fill out financial aid forms, and all of that data and your decision from a budgeting perspective can be written back into the admissions module where it can then be surfaced and shared with the families through the contract, and the tuition and payment contracts where they can pick their payment plans. All of that then information is going to write back into tuition billing or tuition management, And so you have all of that information flowing on the financial side through there, and then, tuition management is where families can come in and make their payments. Those payments then flow directly into Financial Edge, Raiser's Financial Edge NXT, the accounting platform. But with all of that contract signing and then becoming current families and current students, the other thing that happens in the admissions module and why I think it's such a powerful place from a data management perspective is that it also then, those same constituent records that were in admissions now are visible to the information student information and the academics. Right? It's not moving anywhere. It just becomes visible to that. They all sit within the same core system so that that's now visible there. And then as we talk about controlling that data, you can also have the option of automatically taking any new students, new families, and having that information pushed out into razor's edge n x t. Using our new common records engine that's gonna be available, we suspect, generally available around January 2025. But this is gonna be an all API driven, live update and bidirectional syncing of constituent information within Raiser's Edge with the academic information. So if the advancement office does get new information about a current family, they can enter it into Raiser's Edge NXT, and it will automatically update that within the academic system. Same thing for those data cleansing tools that are available in Razor's Edge NXT, such as email and phone updaters and address checking. All those tools that are within Razor's Edge, they're gonna enhance and maintain that data. That data corrections can then be automatically passed back into the academic side. And, of course, Raiser's Edge NXT is all about the fundraising and and connections and building of community, and those resources and finances are going to then be delivered automatically and posted into the general ledger account. So there is sort of how you can control and manage the data from the places and ways that you want things to integrate, if you want them to, if you don't, if you wanna print things out or send it out over an Excel file to somebody to import manually, whatever your workflow is. But our vision is that this should all be automated with all the systems talking to each other from there. And so that is sort of the vision of the data flow. The next thing I'm gonna do, I think we're gonna stop sharing that slide. Is that something that I'm gonna do? I think so. Let's try this out. Alright. So I stopped sharing that. Now I'm gonna share my screen. Really, this is the technology gymnastics hurdle that we're trying to accomplish here. I think I've been successful. You should be seeing Blackbaud's k twelve website. Perfect. And so alright. All of this is browser based. It's hosted by Blackbaud. It's accessible on any device that has a browser and an Internet connection. So we're talking about phones, tablets. It's all built around responsive web design. We'll get a chance to see that. But as I mentioned, we're, you know, sort of starting with this look and feel. Right? Information is going to start on the website, and our inquiry forms out of the admissions office can be embedded in any website. It doesn't have to be a Blackbaud website. It could be WordPress, any any platform. A simple embed code, they're gonna fill out this data as I mentioned, and when they hit submit, all of that data is gonna come into the Blackbaud environment. All of the further interactions, and again, I I meant to mention in addition to inquiry forms, it could be event registration, shadow days, open houses. All of those are forms that collect information and post back, through your public website into the Blackbaud environment. But the bulk of the engagement with your families is gonna be behind the password. In our case, we call it my Brookfield. And when a parent logs in, they're going to see here, this is Brookfield School, our pretend demo school. And Marion, her sole relationship with the school is as a parent. She happens to be a parent of a child applying to the school. She also is a parent of children attending the school, which is why she's seeing those tabs up at the cross at the top that we'll look at in just a minute. If she was a new family, she would only see the child drop down list and she would see just this checklist, which are the items that specifically she needs to accomplish based on what the school has outlined and built as its checklist for that child in that grade level. So you have a 100% control over this. The idea is that this should be specific to the student and to the family. This is exactly what you want. No more, no less. So if you need a checklist for your younger grades that's different from your high school, which makes complete sense, teacher recommendations and such. So these tools that we've listed here are representative of the types of things that you can ask them to do, including getting official school transcripts simply by having the family submit the name and email address and clicking send. That'll go off to the school. The school will receive this upload and submit button that then sends it back. What's nice is that the list of things that the family needs to do is accompanied by that call to action button, and they also have visibility to see whether it's been completed or not. So they don't have to call you to find out about that. But as we look through that, right, that's going to then move them into the decision process. You can inform them of the decision right here within that environment where they've been used to interacting with you. They can tell you what their decision is. You have a 100% control over all of those options. Of course, they're gonna say yes, and that's where you're now going to issue them the contract for them to sign, and they can look here at that. Again, built out to match your standards. We broke it out into sort of that legal language page, the tuition and fees. This is looking at tuition management. Even though this is built within the admissions tool, it's getting its data and information about required fees, optional fees, and families have the option to pick and choose this. It will do the math and make that adjustment for the total cost. But this is also where that financial aid budget that you've assigned or awarded to the family can be shared. As you can see, it can be multiple ways that you're helping them, to reduce their charge. Ultimately, everybody wants to know what that bottom amount bottom line number that is due. The next thing is, now you know what's due, how are you gonna pay for that? This again is looking at tuition management to determine what options you're making available. And so as I pick this, it's going to allow me to choose and set off what payment options you're gonna make available to me based on that routing account number. So as the family goes through here, they're actually building out that payment structure, that payment plan, and it's a system in tuition management is gonna take all of that through. So they're then gonna sign the contract. If you have a initial deposit, amount as a part of that enrollment fee, you can collect that. That'll report to tuition management as well. So all of that's gonna go through there and be available and visible to the family with intuition management. So what happens next is right while Olivia was an implying student and I saw information about her from an application perspective, I am now gonna, when she becomes a student just like the other students as a parent, my interface doesn't change. I just navigate to the child, and now I'm gonna see that current student information so that I have visibility into report cards. I can open up report cards. I can see courses that my child's involved in. If you want to, you can give parents visibility into the teacher's grade book. That's going to load and show them sort of all of the exams, quizzes, classwork that are building out to create that current average. We also have a full capability for competency based or mastery based assessments, where you can build that and make that visible around those for parents to see as well. However, within this, right, all of the courses and we can see, who the advisors are, athletic teams can be managed, clubs and activities, greater community groups including parents, students, and teachers all in the same group. All of these capabilities are creating those connections so that you can create that targeted communication for those families so that when they actually log in here, they don't need to go see and look at all of their children. They can look at the featured content that you wanna surface for them to see, news stories, important calendar events, any media and video. But also more importantly is this recent activity where I'm gonna be able to see all of the content put into the system by all the different people involved in my children's world. So here's the 3rd grade weekly update of what happened in 3rd grade. Here's a new story that we saw before. My biology class has an announcement. My child is in the jump rope club, so I'm seeing that information. My other child is on the varsity cross country team, and I remember seeing this new story last time I logged in. So very quickly and easily, I have seen everything that's new and been added to the system that relates to me and my children. I don't have to jump through all 3 of my children attending the school, all the courses and classes they're taking, and trying to remember what's new and different. Right? So this gets delivered to me in a silver platter. The other aspect that's also important for schools in managing is that calendar. Again, we're gonna take all the different calendars that you have. We're gonna pull those together, and here are all your different school calendars that you can offer. You can build your own, make them available, but it allows parents to pick and choose what they wanna see so they can turn things off and on to reflect those events or not. And then I can also lay over the top of those those group events that my child's involved in, any classroom events that might be happening, games and practices that are gonna be included, in a in addition to any homework assignments that get put in, plus, of course, that more complicated schedule, rotating. I can see that out into the future as well. So however I wanna set this up as a parent, I can control my view of the system from here as well. So again, putting all the information in one place, aggregating it together, and allowing families to look and control how that's gonna work for them is going to be a great resource for them. Speaking of resources, in addition to the directories you can build, you can also provide notes, and places for them to get information, sort of that evergreen information. So you can have this be visible just for a period of time to welcome new families and get the school year started off much like many of you have done already. But this also gives them visibility into now I can look and see directly into the tuition management, pay my bills, look at that, and have all of that information so that parents are able to see and engage with all of this. If I wanna know how I got to be owing that much money, I can drill in and it will itemize that for me here as well. So all of that is gonna provide a great parent experience for you, and then should it be time for me to apply my next child, I can click here. The system's gonna know already who my children are. If I have a new one, I just fill out the child's information. I don't need to fill out all of my family information because the system already knows who I am. So that's gonna give your parents a very consistent flow and and feeling from admissions all the way through to the academic side of the house. What I wanna look at next is what does that admissions academic, sorry, admissions administrative side of the house look like. And so now I've switched browsers, and I do that because I want to be able to log in and look at the system through the eyes of different people. Peter Abel, like probably most of you on the call has many roles and relationships with the school. He not only is a faculty member and a classroom teacher, he also has children attending, he's a parent, and he has administrative access and responsibilities with the system. So right now, we're looking at that enrollment management aspect. This is that landing page for the enrollment management. It gives me information about things that have come into the system, how many inquiries, how many event registrations have people filled out, as well as who's scheduled to show up for what reason, when, where, and why, for today. So everybody literally is on the same page on the admissions and administrative side of the system. But if I look specifically into an individual record, I'm gonna be able to see information about an individual candidate, all kinds of information, internal notes that you might be tracking, communications through our official notes tool. But also, more significantly, you have visibility into seeing an administrative view of that checklist. And for those of you with great visual memories, you'll realize that the first item here on this list is not the same as the first one for the parents. In fact, the parents are seeing a subset of this master checklist that you've created. But you'll also notice you're seeing that they've started this form, so you're seeing the same information they are. And as I've mentioned before, that puts everybody all on the same page. And you can manage this, update it, and and make changes as you need from here. So that's looking at an individual student or candidate, as I should say, but also we can look at what we call a list. Right? Some systems call them queries or reports. We call them lists. I think about them as online shopping. This list tool is, the same interface across all the products. So I'm gonna spend a brief moment showing it to you here, but then we'll see it again elsewhere, and I won't discuss it in this much detail. But here are all those different ways that I can find out and limit who's in my list. So maybe I wanna see just those that are reapplying or students that are applying for a particular program. So I can filter the list and have them show up and limit that. I also have all of my checklists. So as I those are data points, so I could find everybody who has something who's waited or started and then know that they have other things to do. You also have the ability to create custom fields to to match what you might wanna have. So that filter is gonna determine who shows up on the list. What I see about them is managed here with the columns, and so we have extensive amount of data that's available here. We've broken it into chunks so it's a little easier to find. So I can now include the cell phone and the home phone on the list. Just click apply, and those data points are gonna show up here. The other thing that's nice about this list is I can also start to take action. So I can click and select everybody on the list, and maybe I wanna compose an official note to them or I wanna bulk complete steps. Official notes is that emailing tool and capability. It puts all 18 in there or all 180. It doesn't matter. I can pick what type of message I wanna send. This one is nicely set up with a template, so I don't even have to build it. I can have that built out, and it's gonna send a message with a customized list for each of those candidates with the outstanding items on their individual checklist that they need to complete. Save that into the system, and we'll be able to track that from there. So that's gonna look at those bulk action capabilities. The system is also gonna be able to allow us to look and at analysis, and analysis is gonna be an area where we can have dashboards. This one's preconfigured by Blackbaud to give you information that we think is important. So I all of these are hyperlinks. I can click in and I can see who are those 8 candidates with siblings. I can also look at time, year over year performance, as well as what are my top sending schools, distribution of ethnicity, how are people hearing about us, as well as maybe the entering grade levels. Do you have a hot entering grade? You probably know that. As well as what are my top ten ZIP codes that I have in my system. So this might be really exciting that's out of the box. There's no work on your part, but it also may not be quite right for you. In which case, you can also choose to look and see, different dashboards that you've built and set them up with what we call the insights that are meaningful to you. Each of these little white boxes is an insight. We've built an awful lot of insights that you can drag and drop and put them in place here. So this is very much like that in admissions funnel, different stages of where your candidates are and looking about that, where they are, how you've heard about them, the different grade levels of the students overall. But you can also start to incorporate academic information such as gradebook and sending school to see how those different sending schools, how those students perform. That's the advantage of having admissions as well as, academic information all together in the same system so that you can start to leverage that. So that's gonna give us a nice view of of the admissions capabilities. And now shifting now that we've got people admitted, we're now gonna go jump into a different view and start paying attention to tuition management and how that cash flow is coming in and what that information, what's being billed, what's being paid. Tuition management is gonna give you the reports around all of that. It is also I I forgot to mention, but all you need is a single username and a single password. That through our system is gonna give you access to all the different products that I'm talking about today. So here's that navigation between products where I'm looking right now at tuition management. We're shortly gonna look at financial edge and razor's edge education is all of those academic tools that we've looked at. But that's going to be the part around which how we can navigate. Within this system, we're able to set up all of those charges and fees and discounts or scholarships. Sorry. I clicked the wrong button. This one, I wanna manage those fees. So I'm gonna have a complete list of all of those different fees and charges. And because it's connected with razor's edge I'm sorry. Financial Edge NXT, I can tie directly to a general ledger account code and then distribute that, have that paid over specific months across the tuition months so that that automatically gets distributed and billed in that way. Same thing for any scholarships, or financial assistance that you want to include. You can also tie those to your GL accounts directly in Financial Edge NXT. So that's gonna post and report across based on this distribution that you've set up, whether that's a per student setting or per family setting. And then from a management perspective, you have full visibility into all of your families or all of your students individually, however you wanna look at that. But here's Marion, the person we were just looking at, and here's your administrative view of her account, her billing summary and charges, which is a little different than we saw before because I have different academic years, filled at this point. But you have the ability to drill into those charges just as she does. You can look at the billing details for each of her children, look at that across the month. And if you need to, you're welcome to edit those billing details and make changes. So if you want to allow her to distribute this charge across the following months or you decided you're going to waive this fee and zero that out, you're welcome to go ahead and zero that out from here. There is an a trail here as a full subledger of the system, so any changes get documented, who made them when, and there's a reason why those get made from there. So as we look at that, we can also then go in and look at all of the reports that are within the system. These are prebuilt. You don't need to build your own. Typically, we find that these are all the reports you're gonna need to get out of the system. But if you need to make a custom report, you're welcome to do that. I picked a few of my favorites and put them here up at the top so you can get a report on your aging delinquency as well as your deferred revenue schedule so that you get a sense and a feel for those. The last part of the tuition management process, of course, is taking all of that revenue that's come into the system, and now because I am in financial edge, I'm gonna be able to post that and send that across. I can pick and choose doing this, and here are the different months. I'm gonna slide back to September, pull that up, and I can preview what's gonna be sent over to Financial Edge NXT. The system's gonna look at all that revenue for that month, where it's being allocated and which accounts it's being put into. Give me a preview of that so I can see the debits and credits. Everything goes across pre balanced from here. Now this says export. That's a misnomer because I am with Financial Edge. It actually should say post. It's gonna post directly to the general ledger. That export would be true if you were using some other accounting system. You could then take this and create an Excel spreadsheet to import into your financial solution. So that follows the money all the way through to financial edge. We can now navigate over to financial edge NXT and take a look at the system from there. The financial edge nxt is going to be where you're going to manage all of that much as you would expect from a general ledger. This is that landing page. We're constantly making, enhancements and improvements to the system. We give you updates around those, but here's your quick task area. And all of the administrative views of the system also have this fly out help center, which is contextual help. So you can look. It knows I'm on that opening screen, so it's showing me help, so you can look. It knows I'm on that opening screen, so it's showing me information about the updates. But I also have all of the information here for my general ledger and my journal entries, so I can look and see what my journal entries are. I can come in and find all of those for tuition. I can type and spell at the same time. It will pull up all of those tuition, charges, and I can drill in and look and see exactly what those are. Make sure that those are correct. Going to the different accounts within my general ledger, check those amounts, credits, and debits, and then I can mark that as being approved and posted. Similarly, we mentioned razor's edge is also gonna post information, into the system, so I can look at those here as well. I think this one has a nice view of different postings, contributions, and ways that razor's edge can put information into the system. So all of the debits and credits are getting posted and managed here, and you can even tie those to different projects within financial edge nxt. So that looks at those sort of that detail of money coming into the system. You're able to create your own journal entries if you want to, but then ultimately, you wanna make sure that your bank is getting that money and that you're reconciling between what Financial Edge has as its bank account amount and what you at the bank have. And so we have a live bank feed here on the left side that's pulling in all of the, deposits and payments that have gone into the bank according to the bank. And on the right hand side, this is the bank register from Financial Edge NXT. Financial Edge NXT is gonna auto reconcile the easy matches, and it's gonna leave the hard ones for you to figure out on your own. But because they are side by side, you can get those to be a much easier process and look and get those to match up. You'll notice at the bottom, it's taking my amounts, and it's coming up with those differences. And if I need to, I can make an adjustment right from here. Again, maybe that's a bank fee or charges that I need to set up and reconcile so that those come out to match up. So you have the ability to control all of those. We've heard that, you know, rather than doing this at the end of the month, you can do this as you wish. So you could do it weekly if you want to. All of which speeds up the process because really you're only working on those ones that haven't been reconciled automatically by the system. So that's gonna give you information around that. If we look at the reporting, there's extraordinary reporting within financial edge nxt. Nxt. You can build out these reports in as much detail as you want. In this case, there are 2,000 of them. I get a little overwhelmed. So you can narrow those down and you can look at this. And I always click that by mistake. I really didn't wanna do that, but that's how you can build these, manage these, make changes to them, and make adjustments for that. What I wanted to do was to run that. It's gonna run-in the background. You'll see, it's gonna build out and start building that here, but I'm still free to navigate and look around at other parts of the system. And I can also open up the analysis area and the dashboard builder, and look at things from there and have all of that information follow me through. So if I wanted to find the dashboards, then I can type in and look at these, filter those out, look at these dashboards that are very much like the same ones that we saw before. And so you can edit these, drag and drop those insights that are on the right, or if I wanted to, I can just look and view with this from this perspective. So now I'm looking at what I've built information that's valuable to me, net revenue, graphing, charts, my scholarship balances, how are those looking. All of this is done in real time from this perspective. So that's going to build out and give you a sense of the Financial Edge NXT. We also mentioned that this is gonna receive information from the razor's edge side of the system. We can look at razor's edge as well. So I'm gonna look at razor's edge through this system, look at my landing page. It's in my help center. It's giving me updates on what's happening here, a full few of my tasks as well. But it also has built into our fundraising work center where it's gonna give me ideas of things to work on. Again, we're looking at the data. We're using standards and expectations, best practices to look and see who has an overdue pledge, who's a lapsed donor, who has a birthday coming up, and we're gonna surface those up with tags here for you to see and take action and add actions to. So you don't have to run a query or a report or anything. We are automatically surfacing that information for you. Similarly, we're also making available for you prospect insights, which is, again, an automated system that's using, expectations and standards based on our extensive knowledge of the donation community, and we're estimating that there's 806 likely low likelihood giving prospects that you have, but also that maybe there are 2 that you wanna pay attention to that we've surfaced based on our estimates on on what you might wanna look at. So we're putting information out there for you to take a look at, for you to evaluate, and giving you action items from there. I can also look at this very specifically at individual constituent records. So here, right, it's showing me the most recent ones I've looked at. There's a large amount of information that you're gonna be able to gather around that. You can organize these donors into constituent groups, whether they're a major donor, a board member, family, parent, things along those lines, but it also has all of this contact information. Remember, we talked about how that's going to be syncing directly with the academic information for those current families, parents, and students. It'll also do the same thing as though they graduate and they become alumni. There'll be alumni in razor's edge, and they'll also get that information updated on the academic side. So the system's gonna keep track of that engagement that you have, how many times have you engaged with them, different actions, appeals, and events, but it is also gonna track and give, serve up on a silver platter for you all of the giving, in a summary format. So how many years giving, how many consecutive years giving, lifetime giving. All of these are data points that you can then report on in the lists and queries or drill in 1st, latest, greatest, and lifetime giving all here in one screen. So you can manage all of that from a constituent record. There's an extensive amount of information also that you can track against that. But as we mentioned, this system is going to have lists available as well, so you can build out lists, which, have lots of different uses. So this is set up, where I have my filters along here, my fund, annual fund donors who are alumni. I'm looking at those just in the United States, and my favorite feature is because I'm kind of visual and I'm not a ZIP code master, but I can draw a random box if you will around a particular area. So I wanna grab and make sure that I get those folks in Southern New Hampshire and Northern Rhode Island, and maybe we'll go all the way out to the Cape. Let's see. We'll grab all of these here. So I wanna grab all of those folks, and I I can assure you there are a lot of different ZIP codes involved there, but I can apply that. And now it's gonna go from 66100 down to the number of constituents within that group, which is a 166. I now can save this as a list, and I can turn around and invite that group of a 166 people based on this criteria to attend an event that I'm holding in Boston. So with that, right, I can now go into my email and marketing capabilities, open that up, create an email, and target that to them. So looking and building this out, I've started one, but I'm gonna continue to work on this. We have templates that are pre built for you. You can drag and drop, edit all of your content, pull that in here, include your call to action buttons. And ultimately, what you're going to do is you're gonna put in the name of this email that goes out, who's it coming from, what's that reply email, your subject, and then here's that list we were talking about. So now I'm gonna pull up that list of alumni of the 166, and they're gonna get invited to that event that we're hosting in Boston. I can send it right now if I wanna send it on Sunday. I can do that. I don't have to wake up and push the button to send on Sunday. So I can build all of that out from here. But then I can also organize that event and maybe set up an events organize online sign up form for that event. So as looking at the golf classic that we're gonna hold in the Boston area, here are all the different fees and ways that you can sign up and support. But here is also that online registration form that I can embed on any website. And as people sign up for that, they get marked as invited, attending, that all gets reflected on their constituent record. So I can look at this from an event perspective, or I can turn around and see which individuals are participating in a large number of events from from my strategic perspective. And looking at that as well, I'm gonna be able to go and take a look at my analysis. Those dashboards we've been looking at where I can aggregate information around from lots of different places. Again, you build this out the same concept you had before all of these insight tiles are available here. I'm not sure why it's not showing me the information there, but, you can build those out to have them be valuable and important for you to see from there. And then, right, we're now sort of going full circle back and taking a look at that academic side of the house through academic administrators. I'm gonna roll back here and look not this time at the enrollment management, but looking at the academic information, which we kind of done here in the reporting area as well. So I can have academics informations for an academic manager, Seeing information, again, insights that are valuable to you at risk. I'm seeing live grade book averages for the students in their courses. Again, looking at that sending school distribution. So now on the academic side, I'm seeing admissions information also tied with academic information. And I always like to know which is the smartest team on campus. Right? There's a lot of urban legend around that and same thing for what's the easiest teacher on campus. We no longer have to make that up. We actually can find out which teacher has the highest average at the school. And, again, maybe that's because they're an awesome teacher and everybody is successful, or maybe we need to have a different type of conversation. But from the administrative side of the system on academics, this is going to give you the ability to take attendance on this dashboard for them to look at from here. I can take attendance, but I can also find out where is any student in the school simply by starting to type in their name. Anyone with a match, first name, nickname, preferred name is going to show up here. It gives me their schedule and because it's approximately 1:40 right now, it's showing me where they're going to be within the system. I can drill in and look at their individual constituent record and get a 360 degree view of the student, very much like the parent was able to see. I can see that biology information, the grade book average, all the courses and classes, the clubs and activities, athletic teams they're involved in, and I have that ability even to drill in and see exactly the same information that the parents and students do. So in preparation for my meeting with the family, I literally have exactly the same information that they do. I can then take a look and see, the performance GPAs, all the report cards. You can have as many report cards throughout the year as you want. All you need to do is set a date and time. Those will become visible to the parents. You don't need to create PDF files and upload them and manage them. If there are changes to them later, you don't need to manage files. It's just as done in real time looking at it from that perspective. The other feature that's very nice about our system is, if you wanted to consider things like graduation requirements for your high school students, making sure that they're in line to be successful and have all of the credits that they need. The system is gonna keep track of all the courses they've taken, the scores and credits completed, and then, make recommendations about what other courses they need to take in order to complete the credits if they need to within those. So transfer credits can be incorporated in here as well, so that all of literally the same view is available to parents and students. So everybody's looking at that same information from the same perspective. So that's a quick view of of that. There are, of course, lists and reports that you can run with, academics. We call them student lists. We have a full scheduling algorithm, which I get too excited about and decided to avoid that. That would take the next half hour for me to get myself out of there and feeling good about it. What we're gonna do instead is navigate and look at this system. Still looking at it as Peter, but I'm gonna shift and look at it for as a faculty member or a teacher. Now when Peter changes his hat, he sees actually specifically what every teacher sees. It's not a combination of an admin view and a teacher view. This is literally what every teacher will see when they log in. They're gonna see their schedule, exactly what classes and courses they should teach. And these red badges are telling me well in advance that I'm gonna have a student missing from this class. So if a family calls into the front office in the morning and says the student is out sick, that marks that student out sick, and it marks every course in class that that student has that day with their teacher so they can see that they're actually going to be out that day. It does show me who that is when I open up and take my attendance from here. I can see that Mike is out sick and that the parent called into the front office, but I can mark anybody tardy or late if I want from here. If I simply save and close this, it's gonna anything left blank, it presumes their presence. So it's quite easy for teachers to do this, or if I already know everybody's here, I can just mark them all as present right from there. So attendance is really important. It does provide teachers a nice green positive reinforcement for doing the right thing. Should they be delinquent? As a few of my teachers were on a regular basis, I call them the usual suspects. I used to have to track them down. We've now added to the system. They'll send them an email automatically if you haven't taken attendance after a certain period of time. It'll send them a little reminder to push them and help them, take take that look from there. So that's managing the attendance. Teachers do that right from this home screen. I also have the ability to look at my grade book. I can open that up, any course or any class. It doesn't matter. This is open in a separate window. So if I'm fortunate enough to have 2 monitors, I could have this open on a different monitor. Or if I wanted to go to a different course, I don't have to navigate back to this. This is very much like a paper grade book back in the old days. So that here all of the homework assignments are across the top chronologically left to right and all of my students right to left. But another nice feature of having your learning management system tied in with your student information system is that in fact, our system will mark for you automatically if a student was absent or tardy when an assignment was given or when it was due. It doesn't have any impact on the grade at all, but it does give you that ability to know and understand maybe why it is coming in late or things along those lines. So you see it's being marked as commit. That doesn't mean these aren't saved. It saves automatically, but what that means is these are not being reflected in the grade average here. It's also not visible to the students. Right? I need to finish grading all the other students tomorrow night, and then I can post them all at the same time. Everybody sees their grades all at the same time. So that's what the commit feature is about in that regard. Coming back into this view as I looked at that I can also see here my assignment center. The assignment center for me as a teacher, much like it is for the students, is an aggregated view of all of the assignments that I've given all in one place so that I can look and manage that. We have lots of different types of homework assignments from here. I can open this up and rather than having my grade book open, I can actually mark and assess these from here. If they submitted files, I'll open that up and mark them, mark them up dynamically. Visibility then passed back for the students to see that. But when I put in the points here, that's also gonna be saved and invisible in the grade book, and same thing for that commit piece. So I would need to go through and commit that, but I can also mark that this is a certain number of days late, and that'll be saved in the system from here as well. Alright. So that's a way that teachers can engage with that rather than necessarily needing to open the grade book. They can have visibility into looking at that. And then the other big feature in terms of documentation from a teaching perspective is very important in report cards or progress reports. We call that grading within the system. And so grading, again, you're gonna build out the forms and templates that are gonna match and align with when and what do you want to have them available. The system is gonna show me, right, what classes I need to take this report card for. It's gonna show me all the students that are in my class so that I can take that and mark that, give them a grade, put in a comment, or if I wanna look more in terms of this list, I can look at it in a list view, hit enter, return, enter that much like a spreadsheet, or right I can get the system to calculate that grade. That calculation is gonna look at my grade book weight that according to the calculation I build in here, and post that automatically into the calculated comment column. And then if I wanna change that, I can adjust it from here, add my comment, and then mark it as ready to review, essentially handing that in for, the administration to see. So that's the more traditional letter grade, number grades. Again, it'll do that translation for you. But if you're following more along the lines of a skills assessment, whether that's in the lower school or the upper school, our system is able to track and report on any number of different types of skills, common skills across all courses such as citizenship, as well as course specific ones. And, again, this is going to be able to be calculated based on the connection between that view of the Gradebook and that mastery list and how that mastery list of skills in the homework assignments is mapped into these assessment skills from here. So the last piece in terms of this, I forgot to mention was as we're looking at the assignments is, right, schools often are asking, you know, how's Blackbaud involving artificial intelligence into the system? We're we're doing it in lots of ways. Certainly on the technical side from from a support perspective, when you come into our knowledge base and look there. But also within the assignment center, when you're building out a quiz or an assessment, you can ask the system to generate 6 questions, about the war of 18 12. I need 3 of them to be multiple choice. I need 3 of them to be fill in the blank, and the system will make suggestions. You can pick and choose and edit them and put them in there, and then you can also save those within a question bank here as well. So I wanna leave a few minutes for questions here at the end, so I'm gonna stop sharing my screen. We just completed our whirlwind tour of of Blackbaud solution, and I appreciate you hanging in there with me. And so I'm gonna pass this back to Elizabeth and see if we have any questions that, we have time to answer. We do have a couple, Whitney. Super impressed. We gave you I gave you quite the the feet, and you did an amazing job as is no surprise. So thank you so much. I'm gonna give Whitney another another minute or 2 to take a breather, and grab another sip, but, wanted to call out a few things. If you are a current customer or if you become a customer of ours, we have an amazing customer success team, and I wanted to give a call out to our connect for success sessions that are led by that team. These are virtual meetings to help you interact with your peers in a smaller group setting to discuss all things blackbond. So this could include new feature releases, adoption resources, office hours, ask the expert sessions, and really just opening up the opportunity for you to network with similar Blackbaud customers. So, again, this is a value add if you become a customer. And if you are a customer, please be on the lookout for more information from the customer success team. Also wanted to call out whether you are brand new to Blackbaud and this is your first experience with us. And if so, welcome. Or if you're a customer who owns some of our suite of solutions, but you or other offices are considering growing into a total school. We do have some brand new limited time promotions that are in market, and we'd love to talk with you and your, team to see if you're a good fit. So we're really excited to be able to offer a significantly reduced investment in the 1st year and thereafter. The goal being to help you offset costs while you grow into our solutions, whether or not a switch had been worked into your budget or not. So there is still plenty of time to have those conversations, with us, and we invite you to do so. So with that, Whitney, we've got a a couple of minutes left before the top of the hour. We do have a couple of questions, one of which someone said, you know, what about other tools that their school might use? Can you speak a little bit to the concept of open APIs, LTI functionality, all of those acronyms that that we use in in this landscape? Sure. And and thanks for bringing that up. I knew I would stumble all overall those acronyms if I had to say them that fast, so I left them out. But we are a very open platform where by design, we have an extensive, API capability that you're able to access right now and look at all those endpoints. We use those with partners. We're constantly expanding and building that out. And, also, if you have other tools that you're using and you want to build an integration or connection to their APIs, you can do that. Or if those tools are built, as you mentioned, to a one roster standard, we are one roster compliant, so you can use Blackbaud as your SIS source for that one roster where we'll send out the courses, the enrollment I'm sorry. The students that are registered for the course and the teacher teaching the course and and populate it that way. As well as for the LMS, we are LTI compliant, so you can embed those learning tools into our system to expand its capabilities. So that's a quick overall answer, but we are very open, and we do have a huge marketplace of partner vendors that plug into literally different platforms in addition to the academic side of Financial Edge, Raiser's Edge, where where you can expand those capabilities through those partners. Fantastic. And, of course, as the universe has it, I'm gonna apologize if there is some background noise. This microphone is very sensitive, and, of course, there is construction outside of my house at this very moment in time. But, Whitney, could you talk a little bit about access? Do you have an app? Is it mobile responsive? How easy is it for these tools to be accessed by parents and staff? Yeah. So as I mentioned at the outset, it's, available on any device that has an Internet browser and an Internet connection. I did forget to show the really cool responsive web design by closing down the screen window size so that you can see how it responds. It doesn't make a mini me of of the the window. It actually does change so that it's visible and readable and functional. On a phone, you can administer the entire system if you wish to through your phone. My thumbs don't recommend it, but maybe yours are more talented than mine. Did that cover all the quest parts of that question? I had to find my mute button. Yes. I think it did. Last one before we let everyone have just a minute or 2 back in their day. Without getting into too many, you know, comparisons between other vendors and things like that, there's always the, you know, the question around using, Blackbaud's enrollment management system. I know you feel very strongly about this. Could you speak to, again, kind of some of the value add with using that rather than, you know, a partner or an external solution? Yep. So, as you mentioned, we we do partner with all kinds of products, including competitors that have solutions that overlap or replace elements of ours. But I I feel and I think sort of what I wanted to show today was the value of having the whole system connected not only from a data perspective but also from an end user perspective. So in particular, that that parent experience that parent experience of I'm engaging with the school during the application process. I learn about the checklist. I manage the checklist. And then, as I become a new family at the school, I see that academic information. But even more significantly, I'm trying to sort of mention how easy it is for me to then apply my next child to come into the school and how really all of that data is still there as well as reenrollment process. Right? All of that contracts that I did as a new family coming in, I'm gonna reenroll and sign those contracts and pick my payment plans all within that same environment that I've been engaging with and keeping track of the academic success of my child throughout the year. So it's very seamless from that parent perspective. They get very comfortable with that, and, I I think helps create that community and connectedness, with that single source of truth where I get that targeted communication and all the information aggregated for me in one place. Fantastic. And, apparently, as it is looking on there, I spelled Blackbaud wrong when I was quickly typing in, our company name, so that's fun. But you know what? There it is. Alright. I do wanna give everyone just a couple of minutes, back in their day. As a reminder, you will receive this recording, in about the next 24 hours or so. Be sure to check out the docs area. We've got some great new resources there. Whitney, you, impressed me as always. Thank you for giving us, you know, a great glimpse into really the connectedness across all of the offices. Our team will follow-up, with, others if and as needed, And we hope that y'all have a fantastic rest of your day. Thanks so much. Thanks all. Bye now.