Keela
Smart Nonprofit Management
Overview
Keela is a SaaS technology company that builds software for non profit sector. It is a complete platform that gives you powerful and intelligent tools to manage your donors, mobilize your volunteers and market your non profit. Project objetive is designing a Keela Mobile App that captures some of Keela’s main features, for those who need to access company documents/tasks/goals when on-the-go. Our target audience is small to medium sized non-profit organizations, particularly those who need to access company documents/tasks/goals on-the-go.
Team Members
3 UX Designers (Natya, Jill, I), 2 UI Designers (David, Ilana).
Project Time
5 weeks
Research
We started our research process by doing domain research and competitor analysis to learn about to market and see what is out there. Our client provided us with a list of their most relevant competitors. We identified the most similar competitors based on their features. We found the most popular features as Campaign Management, Donation Tracking, and Donor Management.
Interviews
Next, we interviewed 3 people who either work in a non profit or used to work. Our goal was to understand the non profit world, how they operate and how they use technology to help themselves. We found really useful insights that will help us design usable product. You can see some of the things people said during the interviews below.
Survey
We launched 2 different surveys — one is for Keela employees and the other is a general survey for anyone in the non-profit world who primarily uses a CRM software. Keela employees gave us great insights about their users, and the general survey gave us interesting insights as well. Below are some highlights from the general survey:
Affinity Diagram
After that we created an affinity diagram to organize and analyze the results from the surveys and interviews. We grabbed some repetitive ideas also wrote down our blue sky ideas.
Key Findings
Different organizations had various needs on management software mobile app because of the sizes of organizations, the scope of the business, or the maturity of using technology on management.
Contact management was an essential feature. Users mostly needed to check and updated contact information during on-the-go situations.
The impact evaluation feature told donors how their donation brought a positive impact to the society, which could better engage donors with future fundraising campaigns.
It was nice to have a feature for tracking and delegation. Being transparent on team tracking and task delegation was necessary, as nonprofits had lots of tasks and campaigns running.
Most nonprofits tended to use paperwork a lot; however, paper documents were easy to lose. Therefore, a software tool could benefit document management.
Any software system or customer relationship management tool was hard to implement to all nonprofits, for most organizations had no budget or limited experience in using the software system.
Planning
Meet Sarah and Debbie. These are our two personas. Sarah is a future leader. She embraces technology and encourages everyone to embrace it. Her goal is to spend more time meeting potential donors than work in the office. Her pain points are a lot of paper trail, manual data input and information not being available on her mobile. Also she is very active on social media. However, Debbie is an experienced leader who has vast connections in the industry. She is really important for our project because she is not a tech savvy person but she is willing to learn and adapt. Also Debbie only uses LinkedIn because she believes building relationships are the most important part of doing business.
User Scenario
We came up with the following story inspired by the stories we were told by our users. The story shows how our personas can ideally use the Keela mobile app with several specific features in mind.
User Journey Map
After user scenario, we created user journey map to identify our users pain points and opportunities in each stage. This helped us to think about our users and their experience.
MVP
Key findings from our planning phase was that different non-profits have different needs. We couldn’t take the majority answers from the survey, we had to cater to most non profit’s needs and our answer to that is flexibility.
Understanding that different non-profits have different needs, we made the decision to include as many features we think is appropriate and most usable on a mobile device, with the ability to customize. By process of elimination, we took out e-blasts and forms (because this is more of a desktop job and require a lot of reviewing) and some of the capabilities to create new or edit projects, reports, campaigns, and made them read-only.
Information Achitecture
Before we went to the design stage, we created Information Architecture. This is the structure of each selected feature in the mobile app.
Design
First, we sketched hamburger menu and bottom navigation together as a group. Then, we came up with user tasks and separated to work on each feature. You can see couple of user flows that we did below.
Wireframes
We started sketching wireframes in low fidelity. Below, you can see the first sketches on this project. This flow is about the Fundraising feature of the app.
After sketching Lo-Fi Wireframes, we went on and started designing Mid Fidelity screens. We used Adobe XD to do that. I was in charge of Onboarding, Dashboard and Fundraising.
User Testing
After finishing the Mid-Fi screens, we created a prototype and started testing. In total, we conducted 6 user testing, 5 Keela employees and 1 instructor from Red Academy. We had tasks from each feature and all tasks were completed without an error by the testers. Of course, there were couple of issues but thanks to our users, we managed to fixed them before the final prototype. You can see couple of problems also the solutions we came up with below.
Conclusion
It was our first client project so i t was hard at the beginning. We had a hard time finding users for interviews and surveys. But once we successfully reached out to the right users and gained informative responses, everything was on track. Thanks to this project, I learned how to deal with clients, to communicate effectively and to be more user oriented.
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