––––– UX|UI case study  · 6 min read

Reducucing support effort 

Self Service Portal

SSP (B2B) Donation Portal

 –––––  My Role: Product designer

User Researcher, Interaction Designer, UX Designer, UI Designer

–––––  Deliverables

User Research, Design Strategy, Interaction Design, Wireframing and Prototyping, Testing and Iterating.

–––––  Results

-781 donnors opened a link 
-80% of donors made some changes
-511 changes made within a month

Donor Personal Data View  

––––– Description

Core Problem: administrative and repetitive manual tasks like changing donors addresses or updating bank details take up valuable time of the organisations.

––––– Challenge 

•  Donation Portal should give donors more self-service and independence. Should relieve Organisation teams from repetitive administrative tasks.
  
•  More Time for Fundraising: Automated processes reduce  administrative effort to a minimum 
• Get closer to  Donors: offer a modern, digital service that matches the donors' expectations.
• Maximum Security: All data must be transmitted and processed according to the highest security standards and GDPR compliance.
  
  

––––– Solution

For Organisations:

• Set up of the portal in just a few steps and its seamless integration into the branding (white label)

For Donors:

•  Donation History: Donors can view all their past contributions.
• Address Management: Simple self-service for updating contact details.
• Payment Methods: Independent management of recurring donation payments.
•  Donation Receipts: Download annual receipts directly from the portal.

Personal Data Views-Donor Portal

2 cards column view & 1 card column view

Some onboarding views

Cards View - Organisation View

Cards Documentation