Learning from past mistakes to increase donations with Mobile Giving Form

We made a design, developed and launched, but something wasn't working. So, we analyzed the data and made it much better.

82%

Astonishing % in completed form results compared to prior year

$18.7M

Raised more compared to prior year

12%

increase in recurring gifts

Introduced new Design QA flow

19%

Improve in drop-rate between step 1 and 2

23.7%

Increase in donating to multiple funds

89%

Reduce in Support tickets

Overwhelmingly positive feedback from clients

"Are you joking? More than 25% drop between the first and second step??

We've got to fix this!"

Me, after scanning the data I requested from analysts

  • A new mentoring solution was needed to level up with competition.

  • Suggested solutions included structured programs for enhanced mentoring opportunities.

  • With >150,000 mentors and >20,000 completed mentorships, this approach has empowered mentors and supporters to give back effectively, while increasing engagement and commitment to the organization.

A new mentoring solution was needed to level up with competition.

Suggested solutions included structured programs for enhanced mentoring opportunities.

With >150,000 mentors and >20,000 completed mentorships, this approach has empowered mentors and supporters to give back effectively, while increasing engagement and commitment to the organization.


  • A new mentoring solution was needed to level up with competition.

  • Suggested solutions included structured programs for enhanced mentoring opportunities.

  • With >150,000 mentors and >20,000 completed mentorships, this approach has empowered mentors and supporters to give back effectively, while increasing engagement and commitment to the organization.

  • Graduway is the global leading provider of an engagement platform for organization’s communities, mainly for higher education.

  • The message from Sales was that competitors are slicing the company's revenue by having a mentoring solution.

  • To prevent radical churn we realized mentoring was a burning matter, so PM’s and Design initiated discovery sessions around the topic

Build an intuitive and easy-to-use mentoring solution that an organization can run for its' constituents, that fosters networking and connections between users while strengthening the relationship and engagement with the organization.

There are 3 types of users for this specific project:

  1. Client user: Career + engagement Manager
    Facilitates and manages the Admin side.
    Main goal: Yoy increase in quality mentoring relationships

  2. End user: Mentor
    Main goal: Mentor with ease and in minimal effort

  3. End user: Mentee
    Main goal: Set foot in the industry with the help and connection of a mentor

There are 3 types of users for this specific project:

  1. Client user: Career + engagement Manager
    Facilitates and manages the Admin side.
    Main goal: Yoy increase in quality mentoring relationships

  2. End user: Mentor
    Main goal: Mentor with ease and in minimal effort

  3. End user: Mentee
    Main goal: Set foot in the industry with the help and connection of a mentor

  • Design lead and hands-on

  • Directed 1 Product Designers

  • Collaborated with Product Managers/ Engineers/ Product-Marketing/ Marketing/ Customer Success/ Support

  • Set process, flow and architecture hierarchy 

  • Directed and played a hands-on part on UI and visuals

  • Conducted client interviews figuring true needs and opportunities

We made few discovery calls with clients to understand how they currently use mentorship and figuring out their needs. We found that:

  1. Managers are currently using Sheets and Excel for matching mentors to mentees

  2. They would love to automate this process for bulk matches, but appreciate the control they have for individual matching

  3. Mentoring sessions have seasons (spring, autumn etc.)

  4. They separate mentoring sheets by subjects (Sports, Finance, Career Etc.)

  5. They lose track of mentoring relationships and can’t tell when it’s “real”

  6. There’s a need for their specific CRM integration

We then ran a rapid Design Thinking sprint session with Product, Customer Success, and Design, facilitated by me, to clarify the customer's needs and ideate profound solutions.

The session was divided to 4 sections:

  1. Client's quotes

  2. Customer + Client needs

  3. "How Might We" questions

  4. Ideation

It took 3 iterations between Design, Product, clients and Business to come up with a comprehensive solution that got an overwhelmingly positive feedback from clients and got us to push towards hi-fi wireframes

Say hello to Mentoring Programs - a place where system admins can set, customize, manage, and analyze mentorships in batches

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