This section provides a high-level overview of the specific, granular requirements that the proposed digital giving platform must fulfill. While the “What’s in Scope?” section broadly outlines the core functional areas included in this project, this part introduces the detailed functional requirements for each of those areas.
The platform is expected to deliver robust capabilities across several critical domains, including:
Defining the necessity for a seamless, robust, and typically bi-directional data sync with our existing CRM to ensure data parity and enable personalized donor experiences.
Outlining the specific needs for highly customizable, user-friendly, mobile-first forms supporting various gift types, payment options, ask arrays, and detailed tracking.
Specifying the requirements for managing sustainer programs, including flexible frequency options, automated donor notifications, and features to encourage monthly giving.
Detailing the functionalities required for a secure online portal where donors can manage their information, payment methods, recurring plans, and access giving history and receipts.
Covering the need for powerful, integrated communication capabilities supporting segmentation, personalization, automated workflows, and compliance across channels.
Describing the expected capabilities or integrations for supporting P2P campaigns.
Mentioning the requirement for either native event registration tools or robust integrations.
Including the need for forms to capture leads or facilitate advocacy actions.
Laying out the demands for secure payment processing, support for various methods and currencies, flexibility with processors, and PCI-DSS compliance.
Defining the requirements for comprehensive reporting, including financial reconciliation, campaign performance analysis, and integration with web analytics.
Specifying the need for staff tools to record gifts received outside of online channels.
Emphasizing the need for a platform that is intuitive and easy for both staff and constituents, with a strong focus on mobile-friendliness and adherence to accessibility standards.
Highlighting the potential need for support for multiple countries, currencies, languages, and local regulations without requiring separate site builds.