Product Ideas Pitch Portal
| Product value score | 3 |
| Business Priority (Optional) | Conversion |
| Values | Pursuit of Truth, Accessibility, Equity, Curiosity, Public Service |
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State your hypothesis, tying your project back to the impact it might have.
A streamlined way of entering these gifts would decrease processing time saving staff time and improving donor experience. |
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Which metrics would you use to track the success of this project? We will use this as the foundation of our experiment design. (Optional)
Entry time. |
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What problem are we trying to solve for our communities with this experiment? How might it help us better serve them?
We do not currently have an efficient way of entering credit card gifts directly into CRM. The account must be looked up manually and entered manually. We'd like a version of our web forms created for internal entry with two additional fields, "Account Number" and "Source Code". Ideally, non used fields could be hidden on this form. This form would that allows us to quickly and securely tokenize payment info, enter gifts much more efficiently, and utilize existing upload processes to get them imported into the CRM. |
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Lay out the potential project steps to the best of your ability, including key teams that would need to be consulted. This is your best knowledge of the systems, tools and lift that would be required.
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| Effort (scale of 1-lowest to 4-highest) | 2 |
| Urgency (scale of 1-lowest to 4-highest) | 2 |
| Business Impact (scale of 1-lowest to 4-highest) | 2 |
| Cost (scale of 1-lowest to 4-highest) | 1 |
