Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Download to read offline

Client Advisory Roundtable - Charity Dynamics Product Strategy

Download to read offline

Presented 9/25/18

Related Books

Free with a 30 day trial from Scribd

See all

Related Audiobooks

Free with a 30 day trial from Scribd

See all
  • Be the first to like this

Client Advisory Roundtable - Charity Dynamics Product Strategy

  1. 1. Boundless Fundraising Product Strategy September 25, 2018
  2. 2. Agenda • Introductions • Product Roundtable Goals • Opportunities and Challenges • Product Roadmap • Wrap-up and Next Steps 2
  3. 3. Welcome!
  4. 4. 4 Boundless Fundraising Leadership Team Brenda Miele UX Director Bob Riazzi Chief Executive Officer Kathy Kempff Senior Vice President of Products
  5. 5. Client Introductions
  6. 6. Product Roundtable Goals • Opportunity to gather input from thought leaders in the industry • Understand client priorities, challenges and opportunities • Define the product strategy and roadmap Roundtable discussion and product roadmap is considered Charity Dynamics Confidential information 6
  7. 7. Opportunities
  8. 8. Communication Channels
  9. 9. Facebook Direct Messages • Open up a new channel of communication between the organization and the participant • Facebook messenger bots to get the right message to participants at the right time • Coach and guide participants based on where they are in their fundraising progress and # of days to the event date 9
  10. 10. Text Messaging to Participants • Ability to text message participants on behalf of organization – Registration – Engagement – Fundraising coaching – Mission based messages 10
  11. 11. Automated Fundraising Messages • Ability for participants to define target list of email recipients • Logic tree of messages including fundraising solicitations, follow ups and thank you’s • Automate emails sent based on action/in- action by target recipient 11
  12. 12. Donations & Registrations
  13. 13. Mobile Event Registration • One click re-registration option using Apple Pay or other payment options • QR code option for easy registration • Accept donation as part of the registration process • Easy re-register option in app 13
  14. 14. Mobile Payments • Integration with BrainTree (or alternative) to accept payments – Paypal, Amazon, credit card, Apple Pay, etc. • Credit card scanning – Card io/Swipe • PCI compliance requirement • Goals – Ease of making donations – Quick registration options that include donation ask or registration fee 14
  15. 15. Check Scanning • Ability to process checks more quickly at affiliate/national offices by using a check scanner and have the payor information pulled off the check for transactional data integration into LO 15
  16. 16. Event Experience
  17. 17. Course Route/Map Integration • Course route integration with mapping app such as Strava, Map My Fitness, etc. • Enables participants to track themselves on the course and measure their performance • Ability for participants to share their progress via Social • A way for friends to track participants on the course giving them a reason to download the mobile app and support them with a donation 17
  18. 18. Event Manager/Affiliate Admin Mobile App • Ability to deposit checks on behalf of participants, teams or events • Ability to do on-site registration • Ability to do participant check-in • Ability to swipe credit card payments 18
  19. 19. Community Engagement 19
  20. 20. Challenges • Engagement tactic that goes beyond fundraising and is tied to activity/mission • Ability for participants to be challenged and challenge other participants and friends – Could that be another way to engage non- participants? • Organizations to challenge participants 20
  21. 21. Event Readiness • Training program to prepare participants for the event – Training maps and a way to engage with other participants and create a community • Coaching approach to guide users to where they should be training wise in order to be event day ready 21
  22. 22. Participant Center Features
  23. 23. Participant Center Parity • Assessment of Participant Center features so the mobile app experience could be a complete replacement of the Participant Center – Team Management functionality – Goal changes – Vanity URL – To Do List 23
  24. 24. Client Enablement 24
  25. 25. Client Managed App Updates • Push notifications set up • Activity Badges configuration • App content edits 25
  26. 26. Reporting & Analytics • Any other reporting or analytics that would be helpful? • Realtime access to Tableau for dashboards vs receiving them as PDF’s monthly 26
  27. 27. Other Opportunities?
  28. 28. Challenges
  29. 29. Video integration • Options for integrating video into mobile app – Participant Center limitations – Facebook limitations 29
  30. 30. Other Challenges?
  31. 31. Summarize Feedback & Priorities
  32. 32. Product Roadmap
  33. 33. Product Roadmap2018Winter Infrastructure • Improved Session handling • Scalability and performance improvements 2019Summer Participant Mobile 5.0 Release • Team Management Features • Participant Features 2019Winter Infrastructure • Transition from Hybrid to Native infrastructure 2020Summer Event Manger Mobile 1.0 Release • Participant Registration • Event Reporting 33
  34. 34. Winter 2018: Infrastructure Release • Upgrade to CakePHP3 and PHP7 which will provide improved scalability options and session handling • Transition Session Handling to AWS Dynamo DB which provides a robust session handling system that will allow us to continue to grow and scale for our clients • Optimize performance for key queries used to improve user experience 34
  35. 35. Summer 2019: Participant Mobile 5.0 Release 35 • Design Refresh – Lighter background color to improve focus on accessibility – Refresh design on pages for improved user experience • Participant features – Ability to update personal fundraising goal – Ability to edit vanity URL • Team features – Ability to update team page – Ability to update team name – Ability to update team goal – Ability to update team vanity URL
  36. 36. Summer 2019: Participant Mobile 5.0 Release 36
  37. 37. Winter 2019: Infrastructure Release • Transition from hybrid to native app development – Native apps are native to the user’s OS and hence built per those guidelines – Hybrid apps at the core websites packaged into a native wrapper • Key benefits of Native Apps – Better mobile user experience as you can leverage native device specific features and functionality – Ability to more easily integrate SKD’s such as mobile check deposit, filters, Augmented Reality, map integration, etc. 37
  38. 38. Summer 2020: Event Manager Mobile 1.0 Release 38 • Participant registration • Team and Company setup • High level KPI’s for event performance – Registrations and Donations • Payment processing (TBD)
  39. 39. Next Steps
  40. 40. What’s Next 40 • September – Document today’s input to develop a draft product strategy and roadmap • October/November – Internal review with Charity Dynamics Board to finalize direction • December – Finalize product strategy and roadmap
  41. 41. ©2018 Charity Dynamics THANK YOU

Presented 9/25/18

Views

Total views

41

On Slideshare

0

From embeds

0

Number of embeds

0

Actions

Downloads

0

Shares

0

Comments

0

Likes

0

×