Donor App

SECUREGIVE   |   2020 - 2021

Project Summary

Our team had seven short months to redesign and overhaul the web, mobile, and tablet versions of SecureGive's donor-facing app and the administrator-facing experience.

Donors needed a giving
experience suited to their individual preferences. Churches needed to make sure donors felt confident with their transactions.

Project Tasks

Created low-fidelity sketches + high-fidelity mockups


Assembled prototypes for usability testing, leadership demos, and deliverables for engineering and QA
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Ran unmoderated usability testing


Created a file system within Figma to organize design files in a logical and searchable way

Collaborated with marketing to write UX copy


Led a workshop with the Engineering Lead, Product Manager, and VP of Product to establish work and design priorities
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Established a fortnightly cadence of meetings with Customer Support to act as a voice of the customer


Presented demos to marketing and sales for awareness and help with strategies for attracting new customers

Strategized and presented opportunities to grow the customer base

Conducted competitive analysis on a regular basis
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Project Plan

01

Outlined the remaining work to complete the project after the design consultant left the project.

02

Closed the gap between design and the customer, knowing user interviews would not be possible.

03

Created a design system of components in Figma and worked with engineering to build them in React.

04

Established a cadence of design reviews with Sales and Customer Support for awareness and voice of the customer feedback.

05

Collaborated with engineering and QA to ensure deliverables were aligned with design intent.

Administrators needed a flexible and understandable way to track donations, donors, and giving categories.

Project Challenges

Only a handful of key screens had been addressed when I started with SecureGive

The team needed to update an experience which was several years old and familiar to many customers

Customer interviews could not be conducted

The company was undergoing a rebranding at the same time as the redesign of the app

I was the company's first dedicated UX Designer

To avoid biases and assumptions, I introduced the product team to usability testing and needed to lean on Customer Support and Sales to act as the voice of the customer.

Lessons Learned

The sales and customer support teams played a key role as the voice of the customer, so we could make educated guesses about the user experience improvements.

Formulating a compelling argument for usability testing had to become a priority so we could make informed decisions about the user experience with confidence.

By breaking down silos with the engineering team, I was able to align the design vision with the implementation and collaborate on solutions that served both teams as well as the customer.
With an abbreviated timeline for the project, I created a basic design system, in collaboration with the engineers, to maximize efficiency during design and implementation.