Best of CASE District VII Award
 

Institution: University of California, Davis

Title of entry: Aggie Assign - App to the Future (of Prospect Management)

About this entry: Using existing personnel and licenses, we developed Aggie Assign, a custom Microsoft Power Apps application designed to streamline development officer requests to add or remove prospects from their portfolios. This tool serves multiple stakeholders, including development officers, supervisors, portfolio strategists, and Mission-Specific Fundraising Units (Foundation & Corporate Engagement, Principal Gifts, and Regional Major Gifts).

Strategic Objectives -- Aggie Assign was designed to simplify processes, reduce errors, and improve transparency in prospect assignments:

1. Simplify the request process for development officers.
2. Reduce entry errors in prospect assignments.
3. Improve transparency and collaboration through automated approvals and notifications for key stakeholders.

Key Features & Impact

# Seamless Integration: Connects securely to prospect data tables, leveraging Power Automate for notifications and approvals.
# User-Friendly Interface: Browser-based and mobile-compatible, with data-driven fields reducing manual errors.
# Enhanced Transparency: Real-time notifications for supervisors and strategists ensure full visibility into portfolio changes.
# Increased Collaboration: Automated routing fosters strategic dialogue and engagement.
# Customized for Unique Needs: Supports distinct assignment parameters for each Mission-Specific Fundraising Unit.

Aggie Assign has transformed our approach to portfolio management, making it more efficient, accurate, and transparent for all stakeholders.