University of North Carolina at Asheville Implements PostOmatic 6 Months Ahead of Schedule
Organization & Mission
UNC Asheville’s national reputation for empowering human potential is rooted in its history as a unique student-centric public liberal arts and sciences university. UNC Asheville thrives on close connections among students and their faculty and staff mentors. The 3,600 students are innovative, ethical, creative and resilient leaders who seek to understand complex global challenges and find creative, sustainable solutions. UNC Asheville consistently ranks as a national top 10 Public Liberal Arts and Sciences University by U.S. News & World Report, and is on its list of Most Innovative Schools. The University regularly earns several national top 20 rankings in The Princeton Review’s “The Best 386 Colleges,” including Best Quality of Life and Colleges That Pay You Back.
UNC Asheville had made the decision to migrate from Banner Advancement to Raiser’s Edge. While RE was chosen because it was critical for fundraising operations, the University was giving up the automated integration between Banner Advancement and Banner Finance. That meant a challenge of crucial systems being unintegrated.
Unintegrated finance and development systems would mean manual rekeying and additional administration for the advancement teams, countless additional hours managing reconciliation for the accounting departments, and risk of errors from manual manipulation. This could lead to losing trust in the data, or, worse, errors that causes non-compliance.
In addition, the state of NC mandated that revenue be recorded within 24 hours of receipt, not to mention the need for users of funds to have timely information on available resources.
Adding additional staff for a manual process was not an option, the work needed an automated solution to ensure that all teams trusted in the process and the data.
To complicate matters, the implementation of RE was greatly accelerated and the post to Finance solution was needed to deploy at the same time.
“The PostOmatic process has ensured that our daily feed of transactions from Advancement to Finance remains accurate, error-free, and timely.”
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The Advancement team spoke with colleagues across the UNC system, and received recommendations for PostOmatic from other member-schools.
The Advancement team collaborated closely with Finance and IT to ensure that PostOmatic outputs exactly met the requirements of the Finance team, and to ensure all teams trusted the process and the data.
With diligent project management by Omatic, UNC Asheville was able to deploy both RE and PostOmatic at the same time. ‘Omatic was patient with us’ and ensured that PostOmatic was ready in parallel with RE, so that UNC Asheville met the state’s requirement of posting within 24 hours.