Maximizer
Maximizer Enterprise is a Customer Relationship Management (CRM) software package used by Fisher College of Business. This centralized database will allow college staff from administrative offices to track and update information on college contacts with individual alumni, recruiters, business partners, executive education participants, and other important Fisher friends and colleagues.
Maximizer also allows the college to track and analyze information on key companies and institutions. Fisher staff using Maximizer can either use the web version (less powerful) or the thick client which would need to be installed on an office computer.
Who uses Maximizer
Staff in the Office of External Relations, Career Management, the Center for Operational Excellence, Executive Education, and the Dean's Office all use Maximizer at this time. There are three types of users:
Basic User (several per office)
- Uses Maximizer to search records and input contact notes.
Data Entry Staff (usually one per office)
- Checks to see if new contacts are alumni or donors
- Perform address and personal information updates for contacts
- Perform mail merges and other administrative tasks
Maximizer Administrator (Rachael Lavender, Carol Sharp)
- Staff with additional access and accountability for Maximizer issues
Who is responsible for Maximizer data
Each office is responsible for the Maximizer records they own. For example, if a recruiter's contact information is added to Maximizer by the Career Management data entry staff member, Career Management is ultimately responsible for the integrity of that data.
Please note that data entry staff in other offices are able to change information on other records, so data entry staff should always check to see if a new contact is an alum who is already in the system. For example, since many of the records in Maximizer are of alumni and donors — and are the responsibility of the Office of External Relations — data entry staff in other offices should always check to see if new contacts are already in Maximizer as an alum or donor.
Getting Help with Maximizer
- Use the build-in Help feature provided by Maximizer software.
- The Maximizer manual contains screenshots and step-by-step instructions for most common tasks. Turn to Maximizer online documentation. The online FAQ will be continually updated with the latest solutions to issues with Maximizer.
- Contact Carol Sharp (sharp@fisher.osu.edu) who serves as the college's internal Maximizer support person. She will assist you with questions about using the software, entering changes into the system, etc.
FAQ
Yes. Most contacts with the college are with individuals, and Maximizer data reflects that fact. But the value of a Contact Relationship Management (CRM) software package like Maximizer is the ability for Fisher staff in various offices to know how other college offices are interacting with a company or organization in order to fully leverage all the relationships of the college and the organization.
The primary offices using Maximizer (Dean's Office, External Relations, Career Management, Executive Education, etc.) have identified nearly 400 important companies and institutions to track in Maximizer. Of these organizations, 90 have been identified as VIP organizations. Each of the primary Maximizer offices has committed to collecting and updating additional data on these VIP companies on a regular basis.
If you are a regular Maximizer user, give the contact information to the data entry staff person for your office. That individual has received additional training on preventing duplicate entries in the system, following Maximizer data entry guidelines, and adding new contacts to the system. Once the contact has been added — if you are a regular Maximizer user — you can add "notes" to the contact at your convenience.
No, except in unique, pre-approved instances. The integrity of data for confidential records is essential to the success of Maximizer for all the offices at Fisher. All Maximizer users must take appropriate training to have access to the system. Also, because any changes to Fisher alumni records feed directly into The Ohio State University's Alumni/Development Information Systems database, additional training is required for the sole data entry staff member for each Fisher office. Except in rare instances, staff are the only authorized personnel to change records in Maximizer.
- Check the online Maximizer documentation, including Fisher's data entry guidelines and the most recent FAQ.
- Sign up for the Maximizer e-mail list to receive ongoing announcements and reminders about Maximizer.
- Contact Carol Sharp (sharp@fisher.osu.edu) with specific questions.
The Director of your office should contact Carol Sharp (sharp@fisher.osu.edu) via e-mail with the name, position, office location and other pertinent information (whether they are a basic user or whether they will be a data entry staff person for the office). The new Maximizer user will also need to be trained to use Maximizer before they are allowed access to the system.
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This page maintained by: Information Technology Services.
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