Role: Lead Product Designer
Team: Scrum teams
Responsibilities: End-to-end design, User research, Design strategies, Sketches, User flows, Early Conceptual Mock Ups, Prototyping.
Salesforce Nonprofit Success Pack (NPSP)
I was the very first UX designer at Salesforce.org back in 2015. Company's culture and philanthropy mission really motivate me to use my skillset to work hard so I can deliver great products to make our nonprofit organizations success. I work hand-in-hand with our product managers, developers and business partners to bring impact to the industry.
Over the past three years, I have been working as a lead designer on Salesforce Nonprofit Success Pack (NPSP) - the world #1 CRM for nonprofits that helps nonprofits from fundraising to operations to programs and more. There are a lot of awesome features in the pack that empower our non profit customers grow their business, connect their non profit partners, manage their company data and most importantly reach out to and foster the relationship with their donors.
Salesforce.org Customers report growth shows the percentage improvements in performance metrics for nonprofits and higher education customers. We help them raise more funds faster
+23% Faster Close of Fundraising Deals
+30% Increase in Funds Raised
My responsibilities include:
- User Research
- Information Architect
- UX Strategy
- Design System
- User flow
- Hi-fi mockups
- User testing
- Evangelizing UX value, process and methods to stakeholders
- Hiring more designers
Here are some sample projects that I have been working on.
Project 1: Data Management
Some non-profits generate large volume of opportunity records. Large data volume requires large storage space and adversely affects performance. Data management is likely to help non-profits that have >1M opportunity records in navigating these issues.
Project 2: Batch Gift Entry
Batch Gift Entry is a new feature for NPSP, we are still under construction.
Optimizing non-profit organizations streamlines the process of entering gift records into Salesforce.
Nonprofit receives check payments from its donors, and these payments need to be manually entered into a "holding area" until they are ready to be committed into real donation and payment records.
- Batch Gift Entry provides a single screen to enter all the gift data you wish to capture. Within this screen you can look up related contacts, donations and payments, or add new contacts if needed. So you never need to leave the screen when entering batch items
- CVS entry
- Keyboard-friendly interface to make the entire data entry process as quick and painless as possible.
- Entered data is stored in a Batch. Each Batch consists of one or more Batch Items. Each Batch Item contains information about a single Payment.
- Batches are not committed until user explicitly initiate a commit.
- When you commit a batch, all the items in the batch are copied into the appropriate fields in the Payment and Donation records.
Freehand sketches (process)
Project 3: Engagement Plan & Level Management
An Engagement Plan is a set of tasks (literally a “plan”) that helps nonprofits engage with their donors, especially for the case of tracking engagement activities for Major Gifts. Major donors typically require a deeper level of engagement than other average donors. Engagement plans can help nonprofits from calling donor to schedule a lunch, then having the lunch with the donor, then sending a follow-up email to the donor, and so on.
Create an Engagement Plan Template
The Engagement Plan Template simply defines the set of tasks for the process.
Design mocks with annotations
Assign an Engagement Plan to a Record
Project 4: Create and Manage Levels
NPSP Levels give customer a way to track a donor's level of commitment and engagement based on criteria such as total gifts or number of hours volunteered. Levels for donors based on the total gifts they've donated over time.
- Bronze Level: A donor who's donated $0 to $100 dollars
- Silver Level: $101 - $1000
- Gold Level: $1001 - $10,000
This overtime donation information is important for helping to recognize milestones and determine how to continue building on and fostering the relationship with the donors.
In addition, Levels work with Engagement Plans so nonprofits are able to outline what, who, how, and how often to communicate with the constituent and keep them moving up the ladder of engagement.
Users only need to set up their levels once and thereafter NPSP will monitor the fields they've selected and automatically update related Level fields on a nightly basis.