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Boundless Solutions Product Roadmap 2021 Slide 1 Boundless Solutions Product Roadmap 2021 Slide 2 Boundless Solutions Product Roadmap 2021 Slide 3 Boundless Solutions Product Roadmap 2021 Slide 4 Boundless Solutions Product Roadmap 2021 Slide 5 Boundless Solutions Product Roadmap 2021 Slide 6 Boundless Solutions Product Roadmap 2021 Slide 7 Boundless Solutions Product Roadmap 2021 Slide 8 Boundless Solutions Product Roadmap 2021 Slide 9 Boundless Solutions Product Roadmap 2021 Slide 10 Boundless Solutions Product Roadmap 2021 Slide 11 Boundless Solutions Product Roadmap 2021 Slide 12 Boundless Solutions Product Roadmap 2021 Slide 13 Boundless Solutions Product Roadmap 2021 Slide 14 Boundless Solutions Product Roadmap 2021 Slide 15 Boundless Solutions Product Roadmap 2021 Slide 16 Boundless Solutions Product Roadmap 2021 Slide 17 Boundless Solutions Product Roadmap 2021 Slide 18 Boundless Solutions Product Roadmap 2021 Slide 19 Boundless Solutions Product Roadmap 2021 Slide 20 Boundless Solutions Product Roadmap 2021 Slide 21 Boundless Solutions Product Roadmap 2021 Slide 22 Boundless Solutions Product Roadmap 2021 Slide 23 Boundless Solutions Product Roadmap 2021 Slide 24 Boundless Solutions Product Roadmap 2021 Slide 25 Boundless Solutions Product Roadmap 2021 Slide 26 Boundless Solutions Product Roadmap 2021 Slide 27 Boundless Solutions Product Roadmap 2021 Slide 28 Boundless Solutions Product Roadmap 2021 Slide 29 Boundless Solutions Product Roadmap 2021 Slide 30 Boundless Solutions Product Roadmap 2021 Slide 31 Boundless Solutions Product Roadmap 2021 Slide 32 Boundless Solutions Product Roadmap 2021 Slide 33 Boundless Solutions Product Roadmap 2021 Slide 34 Boundless Solutions Product Roadmap 2021 Slide 35 Boundless Solutions Product Roadmap 2021 Slide 36 Boundless Solutions Product Roadmap 2021 Slide 37 Boundless Solutions Product Roadmap 2021 Slide 38 Boundless Solutions Product Roadmap 2021 Slide 39 Boundless Solutions Product Roadmap 2021 Slide 40 Boundless Solutions Product Roadmap 2021 Slide 41 Boundless Solutions Product Roadmap 2021 Slide 42 Boundless Solutions Product Roadmap 2021 Slide 43 Boundless Solutions Product Roadmap 2021 Slide 44
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Boundless Solutions Product Roadmap 2021

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Highlights from our 2021 Boundless Solutions Product Roadmap webinar include:

• Enhanced activity tracking with Motion 2.0
• Usability enhancements with an updated look & feel
• New features in the Mobile App 7.0 Upgrade
• And even a new module called Boundless Community™!

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Boundless Solutions Product Roadmap 2021

  1. 1. © 2021 Charity Dynamics – Confidential & Proprietary 2021 PRODUCT ROADMAP February 9, 2021
  2. 2. TODAY’S AGENDA  Introductions  Customer Care Team  Charity Dynamics Update  Product Roadmap
  3. 3. MEET Kathy Kempff CEO Brenda Miele Sr. UX Director Meghan Dankovich VP of Customer Care & Strategy Andy Udovich Sr. Director Product & Engineering PRODUCT LEADERSHIP TEAM
  4. 4. MEET Karla Castillo Customer Care Team Lead Roy Gutierrez Product Support Analyst Brenda Martinez Product Support Analyst Chay Bell Product Support Analyst CUSTOMER CARE TEAM
  5. 5. MEET Brenda Castillo QA Analyst David Pruitt Technical Operations Analyst PRODUCT TECHNICAL TEAM
  6. 6. CUSTOMER CARE TEAM FOCUS • Deploy new apps, upgrades, and updates • Provide Monday-Friday support to end users and client contacts • Ensure on-going back-end product maintenance • Confirm product and UX quality
  7. 7. CHARITY DYNAMICS UPDATES
  8. 8. Charity Dynamics seeks to create long-term value to our clients by investing in these three key areas of focus: THE ROAD TO 2025 Product Solutions Going Beyond P2P Innovation
  9. 9. BOUNDLESS SOLUTIONS® Boundless Fundraising® • Mobile • Tablet • Social Boundless Life® Boundless Motion® Boundless Community® Boundless Check Deposit® • Participant • Admin Suite of products include:
  10. 10. PLATFORM INTEGRATIONS Boundless Fundraising > Mobile, Tablet, Social Boundless Check Deposit Boundless Motion Boundless Community Integrations to P2P platforms serving enterprise nonprofits Boundless Fundraising > Mobile, Tablet Boundless Check Deposit Boundless Motion + Activity Integration Boundless Community Boundless Fundraising > Mobile, Tablet, Social Boundless Check Deposit Boundless Motion + Activity Integration Boundless Community Boundless Fundraising > Mobile, Tablet Boundless Check Deposit Boundless Motion Boundless Community
  11. 11. PRODUCT ROADMAP
  12. 12. PRODUCT STRATEGY 1. Increase Participant Engagement 2. Increase Fundraising Impact 3. Client Enablement 4. Expand Mobile Apps Beyond P2P
  13. 13. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  14. 14. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  15. 15. • Mobile App CMS platform enabling clients to manage app content without an app update including: • Message content • Push notifications • Badges • Announcements • Sponsor logos • Stories • Recognitions BOUNDLESS SOLUTIONS® ADMIN PORTAL
  16. 16. • Boundless Motion activity reports • Activity by Participant • Activity by Team • Activity by Event • Activity Challenges Detail • Activity Challenges Summary • Boundless Fundraising dashboard reports • DonorDrive • Revenue Summary • Revenue by Product • Revenue by Source Code • Luminate Online • Fundraising Dashboard • Push Notification reports • Participant/Cons ID, Event ID and push notification message and date/time stamp • Open and click through report • App Usage reports • Participant/Cons ID and Event ID the app is being used for BOUNDLESS SOLUTIONS® REPORTING
  17. 17. • Included with your product license are 2 Admin Seats to the Boundless Solutions Admin Portal with full support access to our Customer Care Team • We recommend that affiliated organization allocate these seats to National Staff • Additional Admin Seats with Customer Care access can be added to license agreements through a Change Order for $1,000/year • Customer Care enabled Admin Accounts will require attending a training webinar before being granted Admin Portal access • Admins can create additional administrators with equal permissions • Event program level or event level • Analysis, Viewer, Editor or Publisher ADMIN PORTAL ENABLEMENT
  18. 18. BOUNDLESS SOLUTIONS® ADMIN PORTAL
  19. 19. BOUNDLESS SOLUTIONS® ADMIN PORTAL
  20. 20. BOUNDLESS SOLUTIONS® ADMIN PORTAL
  21. 21. BOUNDLESS SOLUTIONS® ADMIN PORTAL
  22. 22. BOUNDLESS MOTION® 2.0 • Navigation – Re-sync data move into Get Active – Ability to see Activity even though activity tracking is closed • Activity Recording – Enhance logic to incorporate both pedometer + GPS location resulting in more accurate tracking – Ability to enable/disable activity recording in app • Teams – Ability to Cheers your teammate based on challenges completed – Ability for participants to get notifications in-app for Cheers • Fitbit Integration
  23. 23. BOUNDLESS MOTION® CHALLENGES • Additional Challenge Types – Challenges can now be date-based vs ever-green – Configuration option for challenges to be default opt-in or users can opt-in/out – Ability to configure challenges by event program or event • Increase fundraising impact – Increased social sharing with challenges joined and completed • UX Improvements – Highlight of Challenges joined and completed on homepage – Re-designed Challenges interface to be more interactive – Additional challenge information when clicking on a challenge
  24. 24. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  25. 25. USABILITY ENHANCEMENTS • Improved login functionality with facial recognition and touch options • Consistent spacing, text sizing, wrapping • Improved iconography and navigation
  26. 26. MOBILE HOMEPAGE • Guided Fundraising • What to do Next as first CTA • Fundraising progress tile • Easier navigation to update page, ask for donations and/or deposit checks (if applicable • Participant Recognitions • Fundraising leaderboards • My Achievements • View upcoming badges not yet earned • View both Badges & Challenges • Interactive Badges with CTA
  27. 27. MOBILE HOMEPAGE • Stories • Inspire, motivate and connect with participants – ex: patient stories, survivor stories, fundraiser spotlights • Video/image, rich text editor • View other participants rating through “Likes” • Social Gallery integration • Corporate Sponsors • Adding Presenting sponsor tier + National + Local • Interactive sponsor logo with video/image, rich text editor and CTA option
  28. 28. NEW BADGE DESIGNS
  29. 29. • Create a mobile forum for participants to connect with other participants to maximize engagement within our virtual or hybrid event • Allow participants to connect with other like- minded participants across the event program or event, team or direct message another participant BOUNDLESS COMMUNITY® Boundless Fundraising Add-on License
  30. 30. BOUNDLESS COMMUNITY® • Privacy configuration for users to opt-in to the community and decide what’s public and what information is shared • Ability for administrators to monitor community interaction and remove posts • Artificial intelligence to manage offensive messages • Participants can create topics within a segment for others to interact with OR they can direct message another participant • Users can comment on existing posts using text, emojis, images or video or in a more passive way such as likes
  31. 31. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  32. 32. • Infrastructure Upgrade • Backend updates to improve performance and security • Updates required for new OS versions, API changes, SDK and Plugins • 7.0 Mobile App Upgrade • Upgrade mobile apps to version 7.0 which would include all Q1-Q3 features and enhancements Q3 PRODUCT ROADMAP
  33. 33. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  34. 34. BOUNDLESS LIFE® • Mobile app solution for health-based nonprofit organizations to provide constituents with a platform promote healthy lifestyles through • Activity tracking • Building mobile communities • Providing them mission-based content to educate, motivate and inspire constituents to lead healthier lives • Engaging UX taking full advantage of native mobile app technology
  35. 35. EARLY ADOPTER PROGRAM • Looking for health-based clients interested in our Early Adopter Program (EAP) to validate features, requirements and design approach • Special pricing will be extended for EAP clients • We have 4 remaining slots for clients in our EAP • If interested, please email us at info@charitydynamics.com
  36. 36. WHAT’S NEXT?
  37. 37. • March • Clients using the Admin Portal in our Beta program will be enabled as early adopters • April • Admin Portal training will be made available to clients and will be given access on a rolling schedule throughout the month • April – June • Some mobile apps will be upgraded to pre-release of 7.0 based on new licenses being added and app updates that are required • July - August • All Mobile apps will be upgraded to release 7.0 for the fall event season NEXT STEPS
  38. 38. QUESTIONS?

Highlights from our 2021 Boundless Solutions Product Roadmap webinar include: • Enhanced activity tracking with Motion 2.0 • Usability enhancements with an updated look & feel • New features in the Mobile App 7.0 Upgrade • And even a new module called Boundless Community™!

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