Improved Donor Management System
The product and development teams reorganized existing datasets for charity users, which included participant records, analytics registration, team management, campaign reporting and much more. A strong emphasis was placed on the needs and roles for Campaign Organizers and Campaign Members.
We conducted multiple interviews with campaign managers to understand pain points or any particularly important sections of the platform. Listed below are a few reoccurring themes from the conversations.
- Manage ticket sales: refunds, handling registrations, managing donations
- Organizing teams: being able to show/hide team members, delete members, promote/demote roles
- Message participants: sharing campaign information, event updates, fundraising updates


The team ultimately structured all of the features into four specific sections.
- Campaigns - outlines all of the financial and member information for each campaign.
- Supporters - detailed view of each supporters with their goals, total giving and support types.
- Transactions - view of the money raised by supporters and overall campaign performance.
- Reports - metrics on a supporter, donation and campaign level to monitor throughout events.
A main focus of mine was Transactions, which was a searchable data table of monetary donations and gifts. The challenge came in the detail pages of each donation where the charity needed to view all of the in-depth information associated with each financial record. The detail pages also involved cross-platform sourcing of donation IDs, charity campaigns and individual donors.