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Productizing a Winning Formula

Making a tried and true service ever better.

Productizing
a Winning Formula

Making a tried and true service ever better.

Design Sprint

User Experience

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

Preparing the user to meet the Donor. They can create a Meeting Prep where they are guided on how to organize their work, think about the desired outcomes, the next steps and even guided with questions to engage with their Donors.

Scheduling tool screen description and why it matters. Description of the screen and why it matters. Description of the screen and why it matters. Description of the screen and why it matters.

Learning platform adapted for the user needs

My Learning is designed to meet the participant’s needs and expectations. From a quick access to message their Facilitator if they have any doubt, to quick access to the workshops and assignments status to their own personal reminder of assignment, next workshops and schedulled calls.

Editability and bay assignment screen description and why it matters. Description of the screen and why it matters. Description of the screen and why it matters. Description of the screen and why it matters.

All your Donor’s information in one place

The Donor’s Profile view allows the Gift Officers to have a glance of the information of their Donor while having also quick access to Meeting Prep Docs and Contact Reports.

Diagnostic tool screen description and why it matters. Description of the screen and why it matters. Description of the screen and why it matters. Description of the screen and why it matters.

“Germinate has been an evolving partner for us - they know when to help us plan, when to help us build capacity, and when to dive in and get the job done.”

Beth Nelson, CEO
CEO Plus Delta Partners

Productizing a Winning Formula

Productizing
a Winning Formula

EXECUTING THE FORMULA :

Transitioning current methods to Digital Solutions

GUIDING THE GIFT OFFICERS IN EVERY STEP OF THE JOURNEY:

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

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

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

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