Section 5: Technical Requirements

This section requires vendors to detail how their proposed digital giving platform meets essential technical standards for architecture, security, performance, maintainability, and data handling.

💻 General Technical Architecture

The platform should be built using modern technologies and standards, with well-structured components that allow for seamless integration and compatibility. It should easily embed within your existing CMS and either integrate with or consolidate other third-party tools.

"Our proposed platform utilizes a microservices architecture built on modern, cloud-native infrastructure. We support integration with Drupal, WordPress, and HubSpot using RESTful APIs."

  • Built with modern web technologies
  • Well-documented APIs or integration options
  • Compatibility with current CMS (e.g., Drupal, WordPress)
  • Ability to consolidate or integrate with tools like Mailchimp or SimpleTexting
  • Vendor-managed migration if consolidating platforms

🔐 Data Security and Compliance

Security and privacy are essential. All data must be protected in transit and at rest, and the system must adhere to strict standards, including PCI-DSS and privacy regulations like GDPR.

"All sensitive data is encrypted in transit using TLS 1.3 and at rest using AES-256. Our systems are regularly tested against OWASP Top 10 vulnerabilities."

  • PCI-DSS compliance for payment systems
  • SSL/TLS encryption for data in transit
  • Encryption or strong protections for data at rest
  • Secure password enforcement; support for multi-factor authentication
  • Compliance with GDPR, CCPA, etc.
  • Role-based access control
  • Web vulnerability testing & secure coding
  • Audit trails for key user actions

🔄 Compatibility and Standards

The platform must work consistently across devices and modern browsers, and meet accessibility and integration standards.

"Our responsive interface complies with WCAG 2.1 AA accessibility guidelines and renders across all major browsers and mobile platforms."

  • Mobile and browser compatibility
  • WCAG 2.1 AA compliance or higher
  • API documentation for all platform modules

⬆️ Scalability and Performance

The system must scale efficiently to handle high traffic and transaction volumes, especially during peak fundraising periods.

"Our platform is hosted on AWS with autoscaling and CDN support, ensuring rapid response times during Giving Tuesday surges."

  • Cloud-hosted, load-balanced infrastructure
  • Ability to scale for short-term volume spikes
  • Fast page load and transaction processing
  • Roadmap for future scaling needs

🛠️ Maintainability and Extensibility

The platform must be easy to maintain and extend over time, using widely adopted languages and modular design.

"Our modular architecture supports plugin-based extensions and includes documentation for all custom configurations."

  • Based on well-supported platforms/languages
  • Clean, documented custom code
  • Upgrade-safe Salesforce configurations (if applicable)
  • Modular architecture

📊 Testing and Quality Assurance

Thorough testing must be conducted across all phases, and vendors must provide ongoing quality assurance.

"We follow a CI/CD pipeline with automated testing, UAT scripts, and regression testing aligned to Salesforce release cycles."

  • Functional, integration, security, and UAT testing
  • Issue resolution pre-launch
  • Soft launch or pilot period plan
  • QA processes and regression testing
  • Commitment to timely updates and patches

📂 Data Migration and Validation

Any data migration must be done safely, with thorough validation and backup plans.

"We perform a three-step migration: export, transform/validate, import. Each phase is verified with backup and rollback contingencies."

  • Safe, validated data migration plans
  • Accuracy validation steps
  • Backup and rollback protocols

📖 Training and Knowledge Transfer

The vendor must provide comprehensive training and documentation to enable staff to use and manage the system.

"All administrators will receive personalized onboarding, plus access to user manuals, how-to videos, and a searchable knowledge base."

  • Staff training sessions
  • Delivery of user guides and technical documentation

This section is crucial for evaluating the technical foundation of the proposed solution and ensuring it meets the necessary standards for performance, security, privacy, and long-term viability.

Page Sections
Email me this for later!
Read about our privacy policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.