Designing a Charity Donation Model for Retailers
Designing a Charity Donation Model for Retailers
Designing a Charity Donation Model for Retailers
Envisioning a new digital product for Charities Trust to streamline fundraising across multiple retail locations, ensuring effortless donation management.
Envisioning a new digital product for Charities Trust to streamline fundraising across multiple retail locations, ensuring effortless donation management.
Envisioning a new digital product for Charities Trust to streamline fundraising across multiple retail locations, ensuring effortless donation management.
MY ROLE
MY ROLE
MY ROLE
As a UX Researcher on this project, I was responsible for creating a research plan, conducting interviews, facilitating client workshops while also contributing to service design,
As a UX Researcher on this project, I was responsible for creating a research plan, conducting interviews, facilitating client workshops while also contributing to service design,
As a UX Researcher on this project, I was responsible for creating a research plan, conducting interviews, facilitating client workshops while also contributing to service design,
THE TEAM
THE TEAM
THE TEAM
UX Researcher (me)
Information Architect
Service Designer
UX Researcher (me), Information Architect, Service Designer
UX Researcher (me)
Information Architect
Service Designer
SKILLS
SKILLS
SKILLS
UX Research
UX Design
Service Design
UX Research, UX Design, Service Design
UX Research
UX Design
Service Design
TIMELINE
TIMELINE
TIMELINE
Sep 2022 - Nov 2022
8 weeks
Sep 2022 - Nov 2022, 8 weeks
Sep 2022 - Nov 2022
8 weeks
Project Overview
Project Overview
Charities Trust, based in Liverpool, has been a donations management organization for over 30 years. They help their clients raise money for good causes and essentially act as a middleman between organizations that want to donate and charities that require fundraising.
The goal was to design a new digital product that offers effortless fundraising across multiple locations of a retail chain, who have fundraising needs from local to national levels. Charities Trust would receive donations from each location, verify the charities, and then pay out the funds to them.
Charities Trust, based in Liverpool, has been a donations management organization for over 30 years. They help their clients raise money for good causes and essentially act as a middleman between organizations that want to donate and charities that require fundraising.
The goal was to design a new digital product that offers effortless fundraising across multiple locations of a retail chain, who have fundraising needs from local to national levels. Charities Trust would receive donations from each location, verify the charities, and then pay out the funds to them.
Charities Trust, based in Liverpool, has been a donations management organization for over 30 years. They help their clients raise money for good causes and essentially act as a middleman between organizations that want to donate and charities that require fundraising.
The goal was to design a new digital product that offers effortless fundraising across multiple locations of a retail chain, who have fundraising needs from local to national levels. Charities Trust would receive donations from each location, verify the charities, and then pay out the funds to them.
WAIT, WHAT DOES MULTI-LOCATION RETAIL MODEL MEAN?
WAIT, WHAT DOES MULTI-LOCATION RETAIL MODEL MEAN?
Ability of a particular store within a retail chain to...
Ability of a particular store within a retail chain to...
Ability of a particular store within a retail chain to...
Select one or more charities and fundraise for them.
Select one or more charities and fundraise for them.
Select one or more charities and fundraise for them.
Ability, for store headquarters to...
Ability, for store headquarters to...
Ability, for store headquarters to...
Receive that money from all its retail stores (sites) and send it to Charities Trust.
Receive that money from all its retail stores (sites) and send it to Charities Trust.
Receive that money from all its retail stores (sites) and send it to Charities Trust.
Ability, for Charities Trust to...
Ability, for Charities Trust to...
Ability, for Charities Trust to...
Identify selected charities in their database and pay out to them.
Identify selected charities in their database and pay out to them.
Identify selected charities in their database and pay out to them.
Project Outcome
Project Outcome
The solution was a flexible, self-service platform for Charities Trust that empowers retail chains to seamlessly manage and allocate donations across multiple locations. By simplifying the fundraising process, the solution not only improved user experience but also positioned Charities Trust to scale their impact and support more charities.
The solution was a flexible, self-service platform for Charities Trust that empowers retail chains to seamlessly manage and allocate donations across multiple locations. By simplifying the fundraising process, the solution not only improved user experience but also positioned Charities Trust to scale their impact and support more charities.
The solution was a flexible, self-service platform for Charities Trust that empowers retail chains to seamlessly manage and allocate donations across multiple locations. By simplifying the fundraising process, the solution not only improved user experience but also positioned Charities Trust to scale their impact and support more charities.
For 8 weeks, I dived deep into..
For 8 weeks, I dived deep into..
For 8 weeks, I dived deep into..
Discovery &
Research
Discovery & Research
Discovery &
Research
I analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, I gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, and priority users.
I analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, I gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, and priority users.
I analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, I gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, and priority users.
Sense-making &
Blueprinting
Sense-making & Blueprinting
Sense-making &
Blueprinting
The blueprint maps the full end to end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics and stories, actions and interactions for the users, and areas for further investigation.
The blueprint maps the full end to end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics and stories, actions and interactions for the users, and areas for further investigation.
The blueprint maps the full end to end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics and stories, actions and interactions for the users, and areas for further investigation.
Conceptualizing &
Prototyping
Conceptualizing & Prototyping
Conceptualizing &
Prototyping
Building on the information architecture designed by the UX architect, I identified and designed visuals for key moment concepts for priority users of the new platform while also considering scalability and brand flexibility.
Building on the information architecture designed by the UX architect, I identified and designed visuals for key moment concepts for priority users of the new platform while also considering scalability and brand flexibility.
Building on the information architecture designed by the UX architect, I identified and designed visuals for key moment concepts for priority users of the new platform while also considering scalability and brand flexibility.
THE PURPOSE
THE PURPOSE
Charities Trust, with Designit, envisioned a self-service model with which retail chains having multiple locations can select their local charities and fundraise for them with the help of Charities Trust, paying out to the intended charities.
Charities Trust, with Designit, envisioned a self-service model with which retail chains having multiple locations can select their local charities and fundraise for them with the help of Charities Trust, paying out to the intended charities.
THE PURPOSE
Charities Trust, with Designit, envisioned a self-service model with which retail chains having multiple locations can select their local charities and fundraise for them with the help of Charities Trust, paying out to the intended charities.
The initial three weeks of the project
were focused on discovery.
The initial three weeks of the project were focused on discovery.
The initial three weeks of the project
were focused on discovery.
APPROACH
APPROACH
We analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, we gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, priority users, and their ask in greater detail.
We analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, we gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, priority users, and their ask in greater detail.
We analyzed the client's materials through collaborative sessions, demos, user research, and multiple workshops. Through these activities, we gained a better understanding of Charities Trust's current services, its fundraising processes, tech systems, priority users, and their ask in greater detail.
Fundraising Processes
Fundraising Processes
Fundraising Processes
A self-service multi-location retail model gives retail chains with multiple locations the ability to select one or more charities and fundraise for them. This would allow Charities Trust to receive the money, identify and report (to the client head office) the fundraising progress by location, including the status and speed of payouts to charities, and pay out to the intended charities and organizations.
A self-service multi-location retail model gives retail chains with multiple locations the ability to select one or more charities and fundraise for them. This would allow Charities Trust to receive the money, identify and report (to the client head office) the fundraising progress by location, including the status and speed of payouts to charities, and pay out to the intended charities and organizations.
A self-service multi-location retail model gives retail chains with multiple locations the ability to select one or more charities and fundraise for them. This would allow Charities Trust to receive the money, identify and report (to the client head office) the fundraising progress by location, including the status and speed of payouts to charities, and pay out to the intended charities and organizations.
Tech Systems
Tech Systems
Tech Systems
I not only familiarized myself with the data systems, but also understood the requirements of the new digital product that was to be built on a low-code platform called Appian. This platform helps build apps and workflows rapidly, and is primarily designed for enterprise-level applications.
I not only familiarized myself with the data systems, but also understood the requirements of the new digital product that was to be built on a low-code platform called Appian. This platform helps build apps and workflows rapidly, and is primarily designed for enterprise-level applications.
I not only familiarized myself with the data systems, but also understood the requirements of the new digital product that was to be built on a low-code platform called Appian. This platform helps build apps and workflows rapidly, and is primarily designed for enterprise-level applications.
Priority Users
Priority Users
Priority Users
I identified four priority users for the service, two from Charities Trust and two from the client's office. Charities Trust's Service Representative and Finance Representative, and the client's CSR Central Manager and Site Manager will be the ones who will interact with the service. Based on their roles, each of them has different levels of access to the information displayed on the digital platform.
I identified four priority users for the service, two from Charities Trust and two from the client's office. Charities Trust's Service Representative and Finance Representative, and the client's CSR Central Manager and Site Manager will be the ones who will interact with the service. Based on their roles, each of them has different levels of access to the information displayed on the digital platform.
I identified four priority users for the service, two from Charities Trust and two from the client's office. Charities Trust's Service Representative and Finance Representative, and the client's CSR Central Manager and Site Manager will be the ones who will interact with the service. Based on their roles, each of them has different levels of access to the information displayed on the digital platform.
The next three weeks were about
collaboratively building the blueprint.
The initial three weeks of the project were focused on discovery.
The next three weeks were about
collaboratively building the blueprint.
The blueprint maps the full end-to-end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics, and stories, actions, and interactions for the users, operational considerations (systems and data), and areas for further investigation.
The blueprint maps the full end-to-end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics, and stories, actions, and interactions for the users, operational considerations (systems and data), and areas for further investigation.
The blueprint maps the full end-to-end experience from the end user’s perspective and the CT experience. Blueprint covers key product themes, epics, and stories, actions, and interactions for the users, operational considerations (systems and data), and areas for further investigation.
The Process
The Process
The Process
The team and I got 30 high-level user stories in the beginning from the client. These were then unpacked and more granular user stories were created, and mapped on the blueprint. By taking this approach, we captured every aspect of the user stories through each person's role's lens.
The team and I got 30 high-level user stories in the beginning from the client. These were then unpacked and more granular user stories were created, and mapped on the blueprint. By taking this approach, we captured every aspect of the user stories through each person's role's lens.
The team and I got 30 high-level user stories in the beginning from the client. These were then unpacked and more granular user stories were created, and mapped on the blueprint. By taking this approach, we captured every aspect of the user stories through each person's role's lens.
Themes & Epics
Themes & Epics
Themes & Epics
16 themes were identified, each consisting of a collection of epics - larger bodies of work - that were further broken down into stories to achieve a specific goal. Under each epic, there were multiple user stories. With this, were we able to cluster all aspects of information in the blueprint.
16 themes were identified, each consisting of a collection of epics - larger bodies of work - that were further broken down into stories to achieve a specific goal. Under each epic, there were multiple user stories. With this, were we able to cluster all aspects of information in the blueprint.
16 themes were identified, each consisting of a collection of epics - larger bodies of work - that were further broken down into stories to achieve a specific goal. Under each epic, there were multiple user stories. With this, were we able to cluster all aspects of information in the blueprint.
Finalising the Draft
Finalising the Draft
Finalising the Draft
We reiterated a few times to fill in the gaps as we got more information. We mapped the potential end-to-end product experience from the perspective of the key users, with consideration for how to enable this behind the scenes, with all data and systems coming into play.
We reiterated a few times to fill in the gaps as we got more information. We mapped the potential end-to-end product experience from the perspective of the key users, with consideration for how to enable this behind the scenes, with all data and systems coming into play.
We reiterated a few times to fill in the gaps as we got more information. We mapped the potential end-to-end product experience from the perspective of the key users, with consideration for how to enable this behind the scenes, with all data and systems coming into play.
In the final two weeks, I designed the
key moments in the journey.
The initial three weeks of the project were focused on discovery.
In the final two weeks, I designed the
key moments in the journey.
We developed a prototype and information architecture based on the blueprint, using mockup data models to inform our key moment concepts for priority users. We went through Appian’s extensive documentation but had to work around certain limitations of the platform such as the way data is presented and the lack of customization options.
The longer-term vision of the project is a white-label product that will service a range of sectors. Hence, we had to consider scalability and brand flexibility while designing a conceptual vision for the future experience. Looking at functionality and interactions in key sections of the experience, we created a key product screens to establish a design direction.
We developed a prototype and information architecture based on the blueprint, using mockup data models to inform our key moment concepts for priority users. We went through Appian’s extensive documentation but had to work around certain limitations of the platform such as the way data is presented and the lack of customization options.
The longer-term vision of the project is a white-label product that will service a range of sectors. Hence, we had to consider scalability and brand flexibility while designing a conceptual vision for the future experience. Looking at functionality and interactions in key sections of the experience, we created a key product screens to establish a design direction.
We developed a prototype and information architecture based on the blueprint, using mockup data models to inform our key moment concepts for priority users. We went through Appian’s extensive documentation but had to work around certain limitations of the platform such as the way data is presented and the lack of customization options.
The longer-term vision of the project is a white-label product that will service a range of sectors. Hence, we had to consider scalability and brand flexibility while designing a conceptual vision for the future experience. Looking at functionality and interactions in key sections of the experience, we created a key product screens to establish a design direction.
TO SUM UP, I DELIVERED
TO SUM UP, I DELIVERED
A blueprint for the MVP experience to detail the design, including features & functionality.
A blueprint for the MVP experience to detail the design, including features & functionality.
A blueprint for the MVP experience to detail the design, including features & functionality.
An information architecture map and data prototype to define the key sections users need to interact with.
An information architecture map and data prototype to define the key sections users need to interact with.
An information architecture map and data prototype to define the key sections users need to interact with.
Screen concepts for signature moments in the overall product experience.
Screen concepts for signature moments in the overall product experience.
Screen concepts for signature moments in the overall product experience.
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