Smile Train was looking to partner up with a digital transformation agency to analyze their website and figure out ways to raise awareness about a case and increase funding. With extensive experience in working with nonprofits, the client chose Icreon to work on establishing a digital ecosystem to connect the dots between donors and receivers.
Icreon started by working through a discovery and design phase to gain a better understanding of what was required from the website redesign, and the ways in which donations can happen. The team mapped out donation workflows, dove deep into existing donor management tools, and started to build out the UI & UX components of a new website that fit better to the needs of the organization’s constituents.
With emphasis on customization and ease of use, Icreon recommended Drupal for the CMS component and Salesforce for CRM – with plans to integrate the two as a ‘donor management system’. Drupal offers complete customization through modules, and its open-source nature provides the flexibility to make UX/UI on donor-facing websites. Salesforce is an extremely robust platform, and the non-profit specific product directly aligns to the donor/donation processes. Along with redesigning, the team also introduced a user-friendly P2P or peer-to-peer fundraising platform. The objective was to achieve an integrated and extendible donor management infrastructure, where constituents can be known and tracked seamlessly as they move from offline to online, online to offline.
During the second phase, Icreon started with a deep dive into the people, processes, and products that were involved in the existing donation management landscape. The objective was to collect a thorough understanding of how data flows and integrates within the prospect and donor management systems and then devise a solution for the Smile Train team to have a 360-degree view of the constituent.
With a vision established, the next step was defining a solution that best fit, and Icreon recommended using SalesForce NPSP, a solution specifically designed for Non-Profits, as the foundation of the fundraising platform. With NPSP taking care of donor and donation basics, additional features would be developed and integrated into the system to automate the day-to-day processes further.
The platform solution fundamentally revolved around knitting together a series of open-source platforms that enable the entire project – from fundraising to content management to constituent relations to database migration. The key activity in transitioning from the legacy system was handling large volumes of data – mapped to Salesforce NPSP defaults wherever possible and custom modules being developed and integrated for features and scenarios not handled by Salesforce.