Optimizing pledge management for organizations and donors!
Pledging has increased by over 5 times in the last few years, helping churches and schools. Our goal with “Pledge Management” product is to assist administrators in managing and tracking pledge commitments made by donors to our clients.
Key responsibilities: Discovery,User Research, and Design
Receive Business Requirements
BA Requirement Check
What is Pledge Management?.
A pledge is a promise to make a financial contribution to a charity cause and Pledge Management allows users to keep track of who has committed to donate what, compare it to what has been given, and send statements to donors outlining their pledge summary.
Key painpoints mentioned by users
Managing pledges is too much manual work. Collecting the pledge sheets, and keeping track of the progress is difficult.
There should be an easier way to keep track of pledges and notify donors of pledge progress.
Initial Business Requirements.
Stakeholders provided me with business requirements, including how they expect the new product to function and which features should be prioritized. Following a review of the business requirements, I was able to clearly state the design challenges, which guided in determining what to focus on during the research.
Enter amount, what fund or appeal as well as auto payment method
View all pledges and pledge details in the system
Report on committed pledge volume
Create a schedule with installment amounts and when the donor wants to start donation.
Send a reminder to donors based on the installment schedule allow the donor to make payments online
Send 'Thank you' receipts to donor after receiving payments
A Design challenge emerges...
How might we make it possible to enter pledges into the system, notify donors about pledge status, and report on committed pledge volume? ....
I conducted a competitive analysis on some of the top donor management software companies to learn how competitors are using technology to manage pledges and generate more donations.
A pledge management system that is dedicated to creating and tracking pledges made by donors.
Opportunities for Admins
A pledge report that can be utilized to track payments and forecast income based on pledge commitments.
Using the pledge management system allows to connect with donors and communicate with them more effectively.
Easy reminders and pledge status reports to make pledging seamless for donors
Opportunities for Donors
Online payment options to eliminate the manual checks and cash payments.