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Productizing
a Winning Formula

Making a tried and true service ever better.
Design Sprint
User Experience
AI
Community
MVP
Salesforce
CRM
Salesforce
BlackBaud
EXECUTING THE FORMULA :

Transitioning current methods to Digital Solutions

Plus Delta Partners digitized their service offering, opening new lines of revenue, improved human-delivered services, and ever more productive clients.

If you are a college grad, chances are you’ve been on the receiving end of a fundraising call from your alma mater. The development department at colleges and universities performs a critical function, soliciting and facilitating gifts to the school big and small. Plus Delta Partners has a proven formula for gift officers working with donors to create positive, predictable and productive interactions leading to the right gift.

Plus Delta Partners flagship product, DFF, is delivered to groups of gift officers over a series of hands-on workshops. They knew instinctively that a digital product could help, both during and after the sessions.

Plus Delta Partners enlisted Germinate to build Agyl, and help bring it to market. Agyl is Web-based learning and workflow that makes gift officers more effective. Agyl works as a learning tool for those just getting into the process, and a workflow tool to keep even the veterans on track. It integrates into donor CRMs, and uses AI to help separate signals from noise as gift officers work to secure donations and gifts.

Agyl has transformed Plus Delta Partner’s business, bringing new and innovative value to the world of fundraising.

GUIDING THE GIFT OFFICERS IN EVERY STEP OF THE JOURNEY:

Workshops and instructions that are easy to use and help the Participants complete their assignments.

Agyl has transformed Plus Delta Partner’s business, bringing new and innovative value to the world of fundraising.

The Challenge

1. The existing human-delivered process was intricate and highly personal
2. CRM platforms store the ‘what’, but not the ‘how’ or the ‘why’
3. Gift officers show up with a wide range of experience and expectation

Our Strategy

1. Meet the user where they are: be easy for the beginner, be smart for the veteran
2. Create secure and flexible connections to outside system
3. Make the experience visual, personal and smart.

The Solution

1. A React front end provides a visual, interactive experience.
2. Figma for rapid prototyping and design systems for smooth integration.
3. Salesforce Connectors and AI integration using WiseOx.

From personas to wireframes to MVP to happy customers, Germinate and Plus Delta Partners brought Agyl to the world of fundraising.

Success Plan: Step-by-step Guidance for the participants

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Learning platform adapted for the user needs

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All your Donor’s information in one place

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