Higher Ed Enterprise Model: Advancement, alumni and fundraising mapped to HERM v3.2.0Advancement, alumni and fundraising functions (from the features offered by the major vendors), the HERM business capabilities they realise with their parent capabilities, and the Example State University sample applications (fictional) assigned to each function with coverage, role and feature count. Exported from hied-ea.netlify.app.Advancement functions and featuresAdvancement, alumni and fundraising: functions and features offered by the major vendors, mapped to HERM.This siteAdvancement 1.1 Maintain constituent recordsConstituent Record. 13 features: Person and organization records; Constituent types and affiliations; Names, addresses and contact points; Seasonal and alternate addresses; Salutations and addressees; Biographical and demographic data13This siteAdvancement 1.2 Manage relationships and householdsConstituent Record. 5 features: Reciprocal relationships; Households; Spouse and partner joint handling; Organization contacts and hierarchies; Relationship network map5This siteAdvancement 1.3 Maintain data qualityConstituent Record. 8 features: Duplicate detection on entry; Duplicate merge; Address verification and standardization; National change-of-address and deceased updates; Solicit codes and contact restrictions; Deceased processing8This siteAdvancement 2.1 Load students and graduatesAlumni Data from the SIS. 8 features: Graduate feed from the SIS; Current student and parent feed; Matching to existing constituents; SIS feed exception handling; Student-to-alumni status transition; Institutional identifier crosswalk8This siteAdvancement 2.2 Maintain education historyAlumni Data from the SIS. 5 features: Degrees and class year; Non-degree and certificate attendance; Other institutions attended; Student activities and honors import; SIS-owned field protection5This siteAdvancement 3.1 Identify and qualify prospectsProspect and Moves Management. 7 features: Prospect status and stage; Capacity and inclination ratings; Prospect research profiles; Research request workflow; Discovery pool management; Prospect clearance7This siteAdvancement 3.2 Manage portfoliosProspect and Moves Management. 5 features: Relationship manager assignments; Portfolio view; Portfolio balancing reports; Team and unit-based assignments; Assignment change history5This siteAdvancement 3.3 Track moves and contact reportsProspect and Moves Management. 9 features: Contact reports; Planned moves and next steps; Strategy plans; Activity and task tracking; Email and calendar activity logging; Mobile fundraiser app9This siteAdvancement 3.4 Manage proposalsProspect and Moves Management. 5 features: Proposals and asks; Proposal stages and probabilities; Linked proposal outcomes; Multi-solicitor credit; Fundraiser goals and metrics5This siteAdvancement 4.1 Record giftsGift Entry and Processing. 10 features: Gift types and payment methods; Split designations; Gift dates and fiscal posting; Hard and soft credit; Tribute and memorial gifts; Gifts in kind and valuation10This siteAdvancement 4.2 Process batches and online giftsGift Entry and Processing. 9 features: Gift batch entry; Fast gift entry with constituent search; Online giving forms; Online gift import and matching; Lockbox and bank file import; Scanned remittance processing9This siteAdvancement 4.3 Match and adjust giftsGift Entry and Processing. 5 features: Matching gift tracking; Matching gift company database; Gift adjustments and reversals; Returned payments and refunds; Gift reclassification between funds5This siteAdvancement 5.1 Manage pledgesPledges and Recurring Giving. 7 features: Pledges with installment schedules; Pledge reminders; Pledge write-offs; Pledge balance and aging; Conditional pledges; Present value of pledges7This siteAdvancement 5.2 Manage recurring giftsPledges and Recurring Giving. 4 features: Recurring gift schedules; Automatic recurring charge processing; Card updater and failed payment retry; Donor self-service for recurring gifts4This siteAdvancement 6.1 Track planned giftsPlanned Giving. 5 features: Planned gift expectancies; Life-income gift vehicles; Legacy society membership; Planned gift maturity tracking; Planned giving illustrations5This siteAdvancement 7.1 Issue receiptsReceipting and Acknowledgment. 5 features: Tax receipts; Receipt numbering and reissue; Consolidated annual receipts; Email and print receipt delivery; Country-specific receipting rules5This siteAdvancement 7.2 Acknowledge giftsReceipting and Acknowledgment. 4 features: Acknowledgment letter rules; Acknowledgment status tracking; Tribute notifications; Personalized thank-you video and messages4This siteAdvancement 8.1 Define campaignsCampaigns and Appeals. 4 features: Campaign hierarchy; Campaign goals and dates; Campaign gift counting rules; Campaign-to-gift linking4This siteAdvancement 8.2 Manage appeals and solicitationsCampaigns and Appeals. 8 features: Appeals and packages; Appeal segmentation; Response and return-on-investment tracking; Phonathon and calling program support; Giving days; Peer-to-peer and crowdfunding pages8This siteAdvancement 9.1 Maintain designationsDesignations and Funds. 6 features: Designation records; Designation-to-GL account mapping; Restriction and purpose types; Designation hierarchies; Designation request and approval; Gift agreement requirements6This siteAdvancement 9.2 Steward endowed and named fundsDesignations and Funds. 4 features: Endowed fund profiles; Fund performance data import; Scholarship recipient linking; Named gift opportunities4This siteAdvancement 10.1 Plan eventsEvents. 4 features: Event records; Invitation lists; Event budgets and expenses; Multi-session events and reunions4This siteAdvancement 10.2 Register and ticketEvents. 6 features: Online event registration; Event payments and fees; Guest and table registration; Waitlists and capacity limits; Attendee accommodations; Registration changes and cancellations6This siteAdvancement 10.3 Manage attendanceEvents. 6 features: Check-in and badges; Attendance history; Seating assignments; Major-event seating and suites; Virtual and hybrid event support; Event follow-up and evaluation6This siteAdvancement 11.1 Run alumni programsAlumni Engagement and Volunteers. 6 features: Alumni chapters and affinity groups; Alumni memberships; Alumni online community and directory; Mentoring and career networking; Alumni benefits and affinity programs; Alumni opportunity boards6This siteAdvancement 11.2 Manage volunteersAlumni Engagement and Volunteers. 3 features: Volunteer roles and assignments; Volunteer portal; Volunteer hours and recognition3This siteAdvancement 11.3 Measure engagementAlumni Engagement and Volunteers. 4 features: Engagement scoring; CASE alumni engagement metrics; Digital engagement tracking; AI engagement propensity4This siteAdvancement 12.1 Communicate with constituentsStewardship and Communications. 8 features: Email marketing; Print mailings and merge letters; Communication preferences and consent; Communication history; Multichannel journeys; Text messaging8This siteAdvancement 12.2 Steward donorsStewardship and Communications. 6 features: Recognition societies and giving levels; Stewardship plans; Endowment and impact reports; Honor rolls and donor lists; Donor portal; Donor recognition names6This siteAdvancement 13.1 Report on givingFundraising Reporting and Analytics. 9 features: Standard giving reports; Campaign progress reports; Dashboards; Ad hoc query and reporting; Donor retention and LYBUNT/SYBUNT reports; Pipeline and portfolio reports9This siteAdvancement 13.2 Complete external reportingFundraising Reporting and Analytics. 3 features: CASE reporting standards totals; Voluntary Support of Education survey; Peer benchmarking data export3This siteAdvancement 13.3 Predict givingFundraising Reporting and Analytics. 3 features: Predictive giving models; Data warehouse and BI feed; Segment analysis3This siteAdvancement 14.1 Integrate with the ERPIntegration. 5 features: General ledger journal export; GL reconciliation; Fund and account master sync; Accounts payable and expense data; ERP posting acknowledgments5This siteAdvancement 14.2 Integrate paymentsIntegration. 4 features: Payment processor integration; Tokenized payment storage; Payment deposit reconciliation; Payment status synchronization4This siteAdvancement 14.3 Integrate other systemsIntegration. 8 features: SIS integration interface; Wealth screening import; Data hygiene service integration; Email and marketing platform integration; HR and identity integration; Open APIs and webhooks8This siteAdvancement 15.1 Control accessSecurity and Privacy. 5 features: Role-based security; Field and record-level restrictions; Single sign-on and multifactor authentication; User activity audit log; Separation of duties5This siteAdvancement 15.2 Comply with privacy rulesSecurity and Privacy. 6 features: FERPA-aware handling of student data; GDPR and data subject requests; PCI DSS scope reduction; Data retention and purge; Data protection; AI use controls6This siteAdvancement 16.1 Configure the systemConfiguration and Operations. 6 features: Code tables and custom fields; Workflow and business rules; Page layouts and forms; Sandbox environments; Multiunit administration; Accessible staff and constituent interfaces6This siteAdvancement 16.2 Operate and exitConfiguration and Operations. 7 features: Hosting, uptime and backups; Release and upgrade management; Data migration tools; Complete data export on exit; Service health and incident visibility; Configuration and schema documentation7This siteRelationship ManagementRelationship Management develops and sustains relationships between an institution and its customers, stakeholders, and groups.BC239HERM BRM v3.2.0Enterprise Content ManagementEnterprise Content Management captures, stores, manages, and delivers content and documents that support an institution's key business processes.BC146HERM BRM v3.2.0FundraisingFundraising solicits and secures gifts to the institution.BC253HERM BRM v3.2.0Data ManagementData Management plans, creates or acquires, stores, uses, archives, and disposes of data.BC143HERM BRM v3.2.0Communications ManagementCommunications Management delivers and responds to broadcast and conversational communications.BC220HERM BRM v3.2.0Records ManagementRecords Management provides the systematic control and governance of an institution's records and associated information.BC145HERM BRM v3.2.0Customer Experience ManagementCustomer Experience Management is the practice of designing, tracking, and reacting to interactions between customers and an institution.BC217HERM BRM v3.2.0Alumni ManagementAlumni Management enables and delivers ongoing services, continuing engagement, and relationship management to alumni.BC037HERM BRM v3.2.0Completion AwardCompletion Award assembles and issues credentials that recognise completion of study.BC035HERM BRM v3.2.0Information GovernanceInformation Governance defines the roles and responsibilities, decision rights and controls, and processes used to manage information assets.BC136HERM BRM v3.2.0Advanced AnalyticsAdvanced Analytics produces insights and information assets using sophisticated analysis techniques on diverse data sets.BC144HERM BRM v3.2.0Travel ManagementTravel Management manages an institution's travel programme.BC195HERM BRM v3.2.0General AccountingGeneral Accounting manages the chart of accounts and general ledger for an institution.BC249HERM BRM v3.2.0Treasury ManagementTreasury Management oversees institutional holdings, with the ultimate goal of managing liquidity and mitigating operational, financial, and reputational risk.BC219HERM BRM v3.2.0Tax ManagementTax Management administers the calculation, declaration, and fulfilment of an institution's tax obligations.BC191HERM BRM v3.2.0Bank ManagementBank Management oversees and manages banking transactions of an institution.BC192HERM BRM v3.2.0Payroll ManagementPayroll Management administers employee compensation through calculation, disbursement, and compliance with regulatory and institutional requirements.BC214HERM BRM v3.2.0Accounts ReceivableAccounts Receivable manages the receipt of payments to an institution.BC188HERM BRM v3.2.0Investment ManagementInvestment Management manages an institution's portfolio of securities.BC199HERM BRM v3.2.0Campaign ManagementCampaign Management prepares, launches, monitors, and reviews targeted promotional activities.BC109HERM BRM v3.2.0Contract ManagementContract Management manages the development, negotiation, execution, and review of institution contracts.BC156HERM BRM v3.2.0Scholarship ManagementScholarship Management administers the acquisition and management of non-repayable support awarded to students.BC010HERM BRM v3.2.0Event ManagementEvent Management is the development and execution of events such as ceremonies and conferences.BC110HERM BRM v3.2.0Venue ManagementVenue Management includes activities related to the operations of facilities such as performance theatres, reception halls, sports arenas, and conference centres, for the purposes of transient or short-term events.BC122HERM BRM v3.2.0Membership ManagementMembership Management manages membership of constituents to an institution's services.BC124HERM BRM v3.2.0Engagement ManagementEngagement Management facilitates dialogue with specific groups to understand their needs and enable collaborative decisions.BC241HERM BRM v3.2.0Business Intelligence & ReportingBusiness Intelligence & Reporting collects, analyses, and transforms data and presents business information.BC211HERM BRM v3.2.0Accounts PayableAccounts Payable manages the payment of current debts and liabilities of an institution.BC187HERM BRM v3.2.0Information Security ManagementInformation Security Management protects the confidentiality, integrity, and availability of information in an institution's care.BC138HERM BRM v3.2.0Build, Acquisition, & ImplementationBuild, Acquisition, & Implementation provides the basis for introducing and integrating new or changed technology solutions and services.BC203HERM BRM v3.2.0Identity & Access ManagementIdentity & Access Management manages information about people and things, instantiates and enforces organisational business rules and policy regarding entitlements to systems and services, and mediates access requests and identity verification.BC139HERM BRM v3.2.0Delivery, Service, & SupportDelivery, Service, & Support provides and supports an institution with the information and communication technology services it requires.BC204HERM BRM v3.2.0Compliance ManagementCompliance Management ensures an institution operates within the bounds of prescribed rules and obligations.BC170HERM BRM v3.2.0Business Continuity ManagementBusiness Continuity Management develops, tests, and maintains an institution's business continuity plans.BC161HERM BRM v3.2.0Raiser’s Edge NXTThe advancement system where gifts are recorded before finance posts them.Third-partyBlackbaudMaintainExample State University (sample)Finance, AdvancementiWaveWealth screening and capacity ratings imported into prospect records.Third-partyKindsightMaintainExample State University (sample)AdvancementAnthology EncompassAlumni community, directory, event registration and email marketing, synced nightly to the advancement system.Third-partyAnthologyMaintainExample State University (sample)AdvancementAlumniFinderAddress, change-of-address and deceased screening returned as update files.Third-partyAlumniFinderMaintainExample State University (sample)AdvancementBanner StudentThe core student system: the system of record for the learner, curriculum, registration, academic history and the student ledger.Vendor coreEllucianMaintainExample State University (sample)SIS, Student app, Instr. planning, Advising, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductSpreadsheets & emailOffice-held spreadsheets, shared mailboxes and paper forms filling gaps between systems.ManualVarious officesRetireExample State University (sample)SIS, Finance, HRM, Research admin, Student app, Instr. planning, Advising, Reporting, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductAdvancement data warehouseNightly copy of advancement data for dashboards, engagement scores and models.HomegrownIn-houseMaintainExample State University (sample)AdvancementGiveCampusOnline giving forms, giving days, crowdfunding and peer-to-peer pages.Third-partyGiveCampusInvestExample State University (sample)AdvancementDouble the DonationMatching-gift company database and eligibility look-ups on giving forms.Third-partyDouble the DonationMaintainExample State University (sample)AdvancementBlackbaud Merchant ServicesThe payment processor for online and recurring gifts, with tokenized cards outside the advancement database.Vendor moduleBlackbaudMaintainExample State University (sample)AdvancementPG CalcPlanned-giving illustrations and life-income gift calculations.Third-partyPG CalcMaintainExample State University (sample)AdvancementThankViewPersonalized thank-you and stewardship videos.Third-partyEverTrueTolerateExample State University (sample)AdvancementBanner FinanceThe core finance system: general ledger, chart of accounts, payables, receivables, budget control and grants accounting.Vendor coreEllucianMaintainExample State University (sample)Finance, HRM, Research admin, Library, AdvancementOktaSingle sign-on, multi-factor authentication and identity proofing.Third-partyOktaInvestExample State University (sample)SIS, Finance, HRM, Research admin, Student app, Instr. planning, Advising, Reporting, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductGovernance, Risk, & ComplianceGovernance, Risk, & Compliance performs governance, risk management, and compliance activities.BC160HERM BRM v3.2.0Information & Communication Technology ManagementInformation & Communication Technology Management plans, builds, and runs an institution's technology services and solutions.BC201HERM BRM v3.2.0Information ManagementInformation Management describes, organises, distributes, and governs information.BC135HERM BRM v3.2.0Financial ManagementFinancial Management oversees, plans and controls all aspects of an institution's finances.BC184HERM BRM v3.2.0Engagement & Relationship ManagementEngagement & Relationship Management develops and sustains connections between an institution and its constituent individuals, stakeholders, and groups.BC238HERM BRM v3.2.0Auxiliary CapabilitiesAuxiliary Capabilities provide essential foundational support to an institution's core value chains and enabling business capabilities.BC114HERM BRM v3.2.0Student ManagementStudent Management administers the student life cycle and maintains core student records.BC044HERM BRM v3.2.0Legal AffairsLegal Affairs manages and advises an institution on legal matters.BC155HERM BRM v3.2.0Marketing ManagementMarketing Management identifies target markets and designs and oversees the execution of activities that promote an institution's products and services.BC107HERM BRM v3.2.0Completion ManagementCompletion Management confirms and recognises completion of study.BC032HERM BRM v3.2.0Advancement ManagementAdvancement Management develops investment and philanthropy in support of the institution's mission.BC232HERM BRM v3.2.0Business Capability ManagementBusiness Capability Management designs, configures, and lifecycle-manages an institution's business capabilities.BC206HERM BRM v3.2.0fullsystem of record13fullcontributes1partialcontributes1fullsystem of record5fullsystem of record8fullcontributes2fullcontributes1fullsystem of record8fullcontributes6workaroundcontributes2fullsystem of record5fullcontributes2workaroundcontributes1fullsystem of record7fullcontributes2workaroundsystem of record2fullsystem of record5partialcontributes1fullsystem of record9workaroundsystem of record1fullsystem of record5partialcontributes1fullsystem of record10workaroundcontributes1fullsystem of record8fullcontributes2workaroundsystem of record2fullsystem of record5fullsystem of record2fullcontributes1fullsystem of record7workaroundsystem of record2fullsystem of record4fullcontributes4partialcontributes1fullsystem of record4fullsystem of record2workaroundsystem of record1fullsystem of record4fullsystem of record4fullsystem of record1fullsystem of record4fullsystem of record8workaroundcontributes1fullsystem of record4fullsystem of record6workaroundsystem of record2partialsystem of record4workaroundsystem of record3partialcontributes1partialreads only1fullsystem of record4fullreads only3workaroundsystem of record1fullsystem of record6fullsystem of record5fullsystem of record1workaroundsystem of record3fullsystem of record6partialsystem of record3workaroundsystem of record1partialsystem of record3partialsystem of record1workaroundsystem of record1partialsystem of record3partialsystem of record3workaroundcontributes1fullcontributes1fullsystem of record7fullsystem of record5fullsystem of record6workaroundsystem of record2fullsystem of record8fullsystem of record4partialsystem of record2workaroundsystem of record3partialcontributes1fullsystem of record3partialcontributes1fullcontributes2fullsystem of record3fullsystem of record5workaroundsystem of record4fullsystem of record4fullsystem of record4fullsystem of record8fullcontributes1fullcontributes1fullcontributes1fullcontributes1fullcontributes1workaroundsystem of record1fullsystem of record5fullsystem of record1fullsystem of record6workaroundcontributes1fullsystem of record1fullsystem of record6partialcontributes1fullsystem of record6workaroundsystem of record2HERM codeTypeVendorLifecycleEcosystemsCoverageRoleFeaturesSource