This knowledge base article provides basic guidelines on where and how WSB faculty and staff can choose the best system to enter identified engagements occurring from corporate and employer activities. Additionally, the article maps the optimal data points defined for engagement tracking.
Recommendation for WSB's LRM-CER data management:
|System / Attributes||LRM||ABE||Handshake||Notes|
|Engagement activity types.|
WSB advisory board contacts
WSB engagement activities focusing on relationship building.
For example: Jake Siudzinski added relationship notes about the current recruiting partnership, such details likely would not appear in Handshake / BuckyNet or ABE.
Engagements in ABE should include but are not limited to donor advancement activities:
Career Service Management (was BuckyNet now Handshake) stores tactical information related to:
WSB faculty and staff can choose your preferred system to track your external engagement data. However, there is, predictably, some overlap among the LRM, Handshake and ABE, particularly in contact records. The ability to share data in the Eco-system is a key piece of Fiscal Year 2019 initiatives as we continue to reduce the duplication of data entry.
It is the LRM CER's goal to capture WSB’s external relationship data from the eco-system by:
We plan to explore data sharing options with ABE and Handshake initially, then expand our efforts into OAR, SIS and Campus Office of Admissions.
|Data integration type|
WSB would send the semi-annual engagement report to ABE to supply additional details around what WSB faculty and staff engage with Alumni, friends, donors and volunteers.
Import and export of CSV files from ABE and Handshake. Potentially more sophisticated capabilities using third-party software tools.
|Current WFAA policy prohibits data integration with external databases. Data sharing through import and export of CSV files may be possible.||Automated integration for upload into Handshake. Import and export of CSV files supported.|
|Technical Support||WSB's LRM team provides training, minor system enhancements and operational support as needed.||ABE technical team provides online training. However, We do not have service agreement regarding system customization and operational support.||Handshake is currently under implementation. However, it is not clear what reports or supports we will receive to import relevant information into the LRM-CER.|
LRM engagement data points:
WSB hosting business unit
The relationship between the host unit and employer
Activity scheduled date
Activity actual date
WSB faculty/staff Name
Data Handling Instructions
WSB faculty and staff can choose:
- Enter the contacts and engagements into the LRM-CER themselves.
- Share the information with other team members so that they can enter it into the LRM-CER
- Send an email to LRM-CER@wsb.wisc.edu to include the data points so that they can be entered into the LRM-CER. Note: This approach is only applicable for faculty/instructors with extraordinary workload with teaching, learning, and research.