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Modernizing Philanthropy Through Salesforce Integration

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Orange County Community Foundation, OCCF, partners with families and businesses to help support important causes in Orange County, California. However, the donor portal they were using to collect funds was hindering their ability to fulfill their philanthropic mission.  OCCF engaged Veracity to help realize a vision for modernizing their financial reporting by enhancing the integration of their financial system with Salesforce, bringing that data to donors in a more compelling way. 

Partnering alongside the OCCF, our team defined a clear vision, developed user stories and created a visual design and phased-growth roadmap, all based on powerful insights gathered from both donors, stakeholders and internal users supporting the mission. 

Veracity modernized donor giving by pushing the boundaries of Salesforce, creating a phased-growth roadmap based on insights gathered from donors, stakeholders, and internal users.

Uncovering What’s Working & What Isn’t

As with any project, our goal is never to create change just for change’s sake. Even subpar experiences have some features and elements that are working for users. To develop a holistic understanding of portal needs, we began with a visioning and solutioning workshop, determining what was working with the current experience, as well areas for improvement. These sessions uncovered any pain points or implementation gaps that OCCF was experiencing from a technical, workflow or donor-engagement standpoint. 

Visualizing Opportunities for Improvement

Next, we created User Journeys, analyzing the experience through the lens of four personas: The Donor, Grant Administrator, Philanthropic Advisor and Portal Content Manager. These visualizations of the entire experience uncovered areas of frustration and opportunities for each persona. We incorporated these findings into User Stories, which described the desired functionality of a feature from each user’s perspective.  

From User Stories to Technical Implementation

In any agile process, the focus is in providing value that is iterative and can continue to scale. That means defining a Minimum Viable Product, or MVP—the initial version of a usable and valuable product for release. We identified essential MVP features by prioritizing our User Stories based on critical user needs and feasibility.  

Streamlining Processes for a Seamless Strategy

Our team hosted Process Modeling Workshops, breaking down the complex donor process into smaller, more manageable components that could easily be understood, analyzed and improved. Combining those insights with rapid prototyping sessions—or creating a model to be tested and validated—we were able to identify flaws and accelerate improvements. 

Creating a Clear Path Forward

All these steps and insights combined to finalize feature requirements, which were detailed and visualized in a final clickable prototype. The design, combined with prioritized User Stories, laid the groundwork for a Development Roadmap where we plotted timelines, milestones and deliverables for the future development process to ensure everyone was in alignment and working towards the same goal.  

 

The result? A snackable plan for building upon value and making the act of giving easy, enjoyable and effortless.  

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Project Outcomes

120
User Stories Written Covering 5 System Components
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4
Personas Created to Model the Experience From Every Lens
35
User Stories Prioritized From 120

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