Terry Callaghan, Cimp

Terry Callaghan, Cimp Email and Phone Number

Management Consulting, Zuri Group | Higher Ed Strategist | Data Enthusiast | Philanthropy Systems @ Zuri Group
united states
Terry Callaghan, Cimp's Location
Edison, New Jersey, United States, United States
Terry Callaghan, Cimp's Contact Details

Terry Callaghan, Cimp work email

Terry Callaghan, Cimp personal email

n/a
About Terry Callaghan, Cimp

✔ Philanthropy and CRM systems expert specializing in Salesforce applications, data enthusiast, and leader in higher education. Focused on strategic system implementation and planning, business process improvement, data governance and business intelligence. ✔ Proven history of evaluating and implementing software and data solutions, incorporating process improvements to improve outcomes in philanthropy and to increase efficiency. ✔ Value strong working relationships fostered by authenticity, credibility and integrity. ✔ Expert at creating successful, workable solutions in deadline-oriented, fast-paced environments.✔ Skilled public speaker on topics ranging from CRM strategic planning and implementation; data governance; DEI and change management. ✔ Valued member of multiple higher education industry committees and boards with a strong network of higher education peers. Specialties:CRM and Fundraising SystemsSalesforce CRM and MDM TechnologiesAnalytics, Data Visualization, Business IntelligenceData Governance, Quality and IntegrityAdvancement and Philanthropic ServicesCompliance and Information EthicsProspect Management and ResearchData Integration, InformaticaStrategic Planning, Business Process ImprovementStaff Development and CoachingSocial Media and Digital MarketingSalesforce Marketing Cloud, Marketo, Cvent Philanthropic Technologies - Ellucian, Anthology

Terry Callaghan, Cimp's Current Company Details
Zuri Group

Zuri Group

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Management Consulting, Zuri Group | Higher Ed Strategist | Data Enthusiast | Philanthropy Systems
united states
Website:
zurigroup.com
Employees:
54
Terry Callaghan, Cimp Work Experience Details
  • Zuri Group
    Associate Vice President, Management Consulting
    Zuri Group Dec 2023 - Present
    Bend, Oregon, United States
    * Lead for Zuri Group Data Governance Practice. Develop and implement Data Governance and Data Literacy programs and standards for client implementation. * Implement Salesforce CRM systems for philanthropy including Affinaquest and Kindsight Ascend. Conduct Requirement Sprints, Requirements Inventory, System Interface Analysis, Testing and Production Support* Implement Salesforce Marketing Cloud including: IP Warming, Preference Center Analysis, Data Extension Design, Journeys, Business Units and Campaigns * Perform assessments of business processes and organizational structure, specializing in: gift processing and acceptance; biographic data maintenance and quality; gift agreement content and workflow; information security and compliance; and advancement services.  * Perform current state technology assessment and develop fundraising eco-system strategy. * Conduct business requirements analysis and system selection for advancement technology including: CRM; Electronic Marketing; Event Management; Online Commerce; Gift Processing and Operations including Salesforce and Marketing Cloud. * Conduct analysis for information delivery; design and implement reports and dashboards to measure performance, and to provide strategic insight.* Provide guidance on fundraising strategy.
  • Zuri Group
    Senior Director, Management Consulting
    Zuri Group Jan 2023 - Dec 2023
    Bend, Oregon, United States
    * Perform current state technology assessment and develop strategic fundraising system plans. * Design innovative system and process solutions using evolving technologies.* Conduct business requirements analysis and system selection for advancement applications including: CRM; Electronic Marketing; Event Management; Online Commerce; Gift Processing and Operations. * Perform business process analysis; recommend and implement best practices in advancement operations including gift acceptance and management; prospect development; donor relations, security and compliance. * Conduct analysis for information access and analytics; design and implement reports and dashboards to measure performance, and to provide strategic insight. * Design and implement Data Governance and Data Literacy programs.
  • Association Of Advancement Services Professionals (Aasp)
    Executive Board, Director, Strategic Partnerships
    Association Of Advancement Services Professionals (Aasp) Jun 2018 - Present
    * Procured record level sponsorships for annual Summit conference, doubling revenue from $152k in 2019 to $307k in 2024. * Created engagement opportunities for our sponsors during the virtual Summits held in 2020 and 2021. Continued the growth in revenue during these critical pandemic years. * Initiated the aasp partnership to create the Diversity, Equity and Inclusion for Advancement Services, the seminal white paper for the industry. * Developed and conducted analysis for advancement services career survey and trends with industry partners BWF and Lindauer. Over 1,000 respondents. Presented to national audience (2022, 2023).* As Director, Education and Programming (2018 - 2019), restructured Summit conference program to incorporate 40% additional content for attendees.* Assisted in the formulation and recruitment of speakers for the 2023 and 2024 Summer Series Program. * Played an integral role in the development of the new Knowledge-Base paradigm to bring effective and timely resources to our professional community.* Ongoing work with aasp to provide leadership content and resources for our profession. * Annual, highly-rated conference speaker and summer series presenter on topics including: data governance, CRM implementation, data integrity/augmentation, prospect development, analytics and electronic marketing.
  • Rutgers University Foundation
    Avp, Information Technology, Analytics And Gift Processing
    Rutgers University Foundation Sep 2019 - Jan 2023
    * Provided information and business applications to enable fundraising and alumni engagement professionals in support of Rutgers University mission* Implemented Salesforce Marketing Cloud solution for advancement and alumni communications including system design, data analysis and IP warming. * Managed data conversion and anaylsis for Affinaquest RM, Advancement CRM. * Developed strategic information and architecture plan and oversaw implementation of Salesforce CRM partner technologies* Represented Rutgers University on Salesforce Corporate Advancement Advisory Council* Participated in the Rutgers University Enterprise Salesforce CRM Steering Committee. * Implemented data analytics and data science initiative, providing strategic information insight to foundation leadership including prospect pipeline performance and fundraiser productivity. * Identified and implemented data enrichment, integrity and augmentation services. Implemented new methods of gift processing and biographic records automation, including middleware tools such as Informatica. * Streamlined server infrastructure through transition to cloud and IAAS technology, and integration with university virtual environment. * Rutgers representative on the Big Ten Academic Alliance (BTAA) Data Governance Team to improve and expand governance infrastructure at Rutgers.* Actively participated in Rutgers CIO leadership council to develop and implement institutional initiatives including Project Governance Lifecycle, Future of Work at Rutgers Guidelines and Software Licensing Consolidation* Coordinated Foundation US and international compliance and ethics including, for example, GDPR, CCPA, TCPA, NJ OPRA (public records), PII, CAN-SPAM.* Implemented Rutgers Women in Technology initiative as part of the BTAA.* Published: "Data Governance in the World of Constituent Relationship Management", Journal of Education Advancement & Marketing, Henry Stewart Publications, Vol. 6, Summer 2021.
  • Rutgers University Foundation
    Avp, Strategic Advancement Solutions; Information Technology And Data Administration
    Rutgers University Foundation Oct 2015 - Sep 2019
    * Provided executive leadership for information technology solutions and strategy for Rutgers University Foundation and Alumni Association.* Implemented comprehensive three year strategic plan focused on data driven decision making; system usability; analytics and CRM technology. * Managed wealth screening and modeling initiative with third party experts. Lead evaluation of research data and prospect analysis. * Transitioned 50+ server on-premise data center to cloud hosting platform. Strategically managed transfer and consolidation of services to SAAS, IAAS and virtual server environment. * Developed Tableau business intelligence platform for data driven decision making. Focus on revenue forecasting, portfolio strategy and KPI management. * Implemented Gift Processing automation to increase efficiency; improve accuracy and enhance donor experience. Reduced processing time by 33 percent, and improved data entry accuracy from 98.5% to 99.7 through use of MS Sharepoint for workflow management. * As an innovation partner with Uprising Technology, implemented a mobile platform for front-line staff with integrated access to core advancement CRM and social data sources. * Implemented CRM tools as part of comprehensive engagement acceleration strategy, including: Salesforce, Marketo, Cvent and Team Raiser peer-to-peer fundraising.* Developed cross-departmental Salesforce platform for university Corporate Engagement Center integrating data intelligence and providing comprehensive support for corporate partners. * Implemented a Grateful Patient engagement and qualification system using Salesforce. Patent pending on application. * Co-Chair Rutgers University Software Licensing Committee - provide centralized licensing and improved functionality for university partners. * Active Member, Rutgers University CIO Leadership Council. Coordinate annual strategic planning.*Member, Big Ten Academic Alliance data governance committee
  • Rutgers University
    Avp, Information Technology
    Rutgers University Oct 2005 - Oct 2015
    * Direct all aspects of the information technology, data quality and gift processing departments. * Provide team leadership and management of comprehensive IT services for more than 250 development and alumni relations professionals at multiple university locations. * Manage system implementation projects and software/hardware licensing, vendor contracts/relationships; and systems budgets. * Services include application development, management reporting, business and data analysis, end-user reporting and training, help desk, computer operations, server management, networking and PC support. * Direct development, design and distribution of reporting on campaign progress, gifts and alumni biographic data to all offices of the university.* Restructured application development and business analyst teams resulting in a 25% reduction in staff. * Data Analysis and Integration – Managed data analysis and feeds from the university student system, financial aid, athletics, human resources and payroll systems. Implement data augmentation and quality assurance services from third party vendors.* Implemented several asp.net, Oracle and SQL Server based systems including: Ellucian Advance Web Access, Smartcall, End-User Reporting Application, MS Great Plains Accounting and iModules social media network.* Presented on data quality and acquisition, information technology and advancement services topics at conferences for CASE, Association of Advancement Services Professionals (AASP), and Ellucian Live!
  • Rutgers University
    Senior Director, Information Technology
    Rutgers University Nov 2000 - Oct 2005
    * Chair, Sungard Advance User Group* Chair, Sungard Advance Product Advisory Group* Founding Chair, Sungard Advance Web Special Interest User Group* Implemented first Advancement Database system for Rutgers University * Instituted policies and procedures for programming and reporting design and development
  • Rutgers University
    Associate University Director, Information Systems
    Rutgers University Jan 1997 - Nov 2000
    Restructured department for industry standard roles. Implemented technology policies, procedures and Service Level Metrics. Supervised development of MS Access Database to provide ad-hoc reporting.Conducted RFP, selection and contract process for first Advancement database system.
  • Prudential Capital Group
    Manager, Data Administration & Application Development
    Prudential Capital Group Nov 1993 - Jan 1997
    * Data Quality and Stewardship* Supervision 5 Programming and Business Analyst Staff* Oracle RDBMS Design and SQL Programming
  • Prudential Investment Company
    Associate Information Manager, Data Administration
    Prudential Investment Company Jun 1989 - Nov 1993
    * Business Process Reengineering* Data Analysis and Oracle RDBMS Design* SQL and Ad-Hoc Reporting Instructor

Terry Callaghan, Cimp Skills

Leadership It Strategy Social Media Access Sharepoint Annual Giving Public Speaking Data Management Alumni Relations Data Analysis Microsoft Technologies Blogging Microsoft Sql Server Crystal Reports Advance Business Services Business Analysis System Administration Data Quality Higher Education Visio Fundraising Strategic Planning Strategy Facebook Oracle Sql Data Modeling Prospect Research Marketing Social Networking Nonprofits Proposal Writing Training Donor Management Ms Project Business Intelligence Social Media Marketing Business Process Improvement Management Staff Development Advancement Services Database Design Imodules Database Admin Analysis Educational Fundraising Data Mining Philanthropy Database Administration Databases

Terry Callaghan, Cimp Education Details

Frequently Asked Questions about Terry Callaghan, Cimp

What company does Terry Callaghan, Cimp work for?

Terry Callaghan, Cimp works for Zuri Group

What is Terry Callaghan, Cimp's role at the current company?

Terry Callaghan, Cimp's current role is Management Consulting, Zuri Group | Higher Ed Strategist | Data Enthusiast | Philanthropy Systems.

What is Terry Callaghan, Cimp's email address?

Terry Callaghan, Cimp's email address is ci****@****erv.org

What schools did Terry Callaghan, Cimp attend?

Terry Callaghan, Cimp attended Mor Executive Leadership Program, Rutgers, The State University Of New Jersey-New Brunswick, Bryn Mawr College.

What skills is Terry Callaghan, Cimp known for?

Terry Callaghan, Cimp has skills like Leadership, It Strategy, Social Media, Access, Sharepoint, Annual Giving, Public Speaking, Data Management, Alumni Relations, Data Analysis, Microsoft Technologies, Blogging.

Who are Terry Callaghan, Cimp's colleagues?

Terry Callaghan, Cimp's colleagues are Brian Harris, Riley Albright, Myla Burns, Kelvin Triminio, Rebecca Sabin, John Auwaerter, Holden Hollenbeck.

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