Web Design for Nonprofit Consultancy
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Web Design
- $50,000 to $199,999
- July 2020 - Jan. 2021
- Quality
- 4.5
- Schedule
- 5.0
- Cost
- 4.0
- Willing to Refer
- 4.5
"I would describe the workflow as efficient yet flexible."
- Other industries
- Boston, Massachusetts
- 11-50 Employees
- Online Review
- Verified
Social Driver redesigned a website for a nonprofit consultancy. They created mock-ups, mapped the site, migrated content, customized a mapping tool, set up their Google Analytics, and provided ongoing support.
The client applauded Social Driver's website for its easy-to-navigate UX and received positive feedback from stakeholders. Social Driver communicated frequently and responded promptly via Asana, ensuring an effective workflow. They were accommodating, upbeat, and responsive.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
Technical Assistance Collaborative (TAC) is a nonprofit consultancy that provides policy leadership on affordable housing and human services systems at the federal, state, and local levels.
As Communications Designer, I manage design, production, and Section 508 accessibility remediation of all outgoing products and client deliverables for print/digital contexts.
I also support our Communications Director with brand upkeep and assets for internal and external communications, email and social media campaigns, and co-manage the website.
I joined TAC in Fall of 2019, just as the company was migrating to a new ESP and gearing up for a major website redesign to replace the last iteration of the site in 2012.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Social Driver?
The previous iteration of TAC's website was optimized for desktop performance and predated the era of mobile-responsive design. Because we did not have the technical capacity to do the redesign ourselves to standard, my supervisor and I led our organization's procurement process for a full-service digital design agency.
In addition to site migration, we needed help customizing a CMS to our needs and setting up an app that would allow us to update large quantities of searchable housing and voucher data.
We also wanted help restructuring the site to minimize visible redundancy of links on the old site and improve user experience navigating towards our focus areas, project work, and resource areas. Although we were sold on the digital and marketing strategy, this was not our primary concern given our budget.
SOLUTION
How did you select this vendor and what were the deciding factors?
Our list of possible procurement candidates comprised recommendations from TAC's partners in the affordable housing and services sectors. After submitting a proposal and entertaining bids from three firms in Summer 2020, we chose Social Driver.
Although Social Driver offered the highest bid, we felt they had the most well-rounded team for our needs, particularly when it came to updating data and making it available and searchable to our users who come to our website for resources and state-specific information regarding qualifications for housing vouchers and supplemental security income.
We also felt that their portfolio of client work demonstrated the greatest variety of design solutions for companies big and small and felt reassured that our brief wouldn't be shoe-boxed into a one-size fits all solution.
Describe the project in detail and walk through the stages of the project.
I would describe 5 major phases
- Intake and Mockups
- Map New Site Structure
- Migrate Content,
- Handle Data and Forms
- Final Touches, Debugging, and CMS Training.
Following several intake meetings to discuss our goals, we received three initial mockups of design directions for the website including theme palette, typography, and icons.
Once we committed to a basic direction, SD's team built out assets to support that vision and mockup various "master pages"/wireframes showing those assets in context (these assets were later adapted into modular components for Elementor that we could recycle in building pages ourselves).
These designs were communicated to us through InVision interface, which gave us a good idea of how a prototypical web page would look and which allowed us to provide feedback.
In the mapping phase, we brainstormed with their UX-specialist what the new site structure should look like and used a mapping tool to help us determine how content on the old site was to be propagated under which headings and sections in the new site.
At later phases in the process, we discussed how to migrate tabular data through a third-party app, curated marquee images/ icons for key landing pages, and worked out kinks in mobile responsive breakpoints, content rescaling, and some bugs in the calculation and presentation of our data tables.
How many resources from the vendor's team worked with you, and what were their positions?
Our Communications Director and I worked with a team of about 6 people including a project manager, a UX strategist, two graphic designers, and a database/data visualization specialist.
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
The B2B nature of our nonprofit organization and abstract concept of our work in systems alignment requires that we keep a lower profile than ground agencies who can use images of the communities they work with to promote their organization.There were many stakeholder-defined limitations on what kind of TAC work we could promote on our website, when, and how often.
Social Driver helped us navigate our thorny self-promotion issues and accessibility concerns while creating interface solutions that empowered us to do certain in things in-house like updating tabular data (rather than keep in the possession of someone more technical than us). Social Driver brought our antiquated 2012 website us up to speed in the mobile responsive era and helped us hit our target launch date in six months.
They made our site easier to navigate for potential clients, integrate our website/request forms with Mailchimp to automatically enter newsletter subscribers into our mailing list. And stakeholders have responded favorably to the visual renovation of the site and the relative ease of finding information through the untangled maze of links.
Although we are still working on bringing up our metrics, we have seen marginal uptick in visits to our site that have resulted in several new federal grants and attracted the business of larger clients to work with TAC’s consultants in ensuring better affordable housing and health outcomes through a racial equity lens.
How effective was the workflow between your team and theirs?
I would describe the workflow as efficient yet flexible. We had an excellent and spirited project manager who delegated responsibilities through Asana and made sure everyone stayed on topic and deadline and had their opinions heard.
The UX specialist on our team was also very affable and reassuring when it came to mapping out the migration process from the old and getting us set up with Google Analytics. We are also grateful to Social Driver’s design team for entertain several iterations of a design concept to better hit the brief.
What did you find most impressive or unique about this company?
We think that the women-led team made the Communications Director and I feel welcome at the table. Who would have imagined, programmers and designers with people skills makes a huge difference. They could have laughed us out of the room at several points, but they were very accommodating. They worked effectively as a team, kept the mood upbeat, participatory, and always demonstrated that they had listened to or incorporated our feedback even as they nudged us towards better alternatives.
Are there any areas for improvement or something they could have done differently?
The one area where internal stakeholders expressed some disappointment was the loss of more granular tracking for Google Analytics. We had ways of tracking downloads at a more granular level on the old site and engagement and queries from specific states, which must have got sacrificed in providing a Google Sheets workflow that let us perform the data updates in house.
Second, after the initial contract period expires, the quality of customer service during the infinitely long and expensive maintenance period drops slightly because you are entrusted to the care of someone who was not there during the initial process and may not feel as emotionally invested or attentive as those on the original agency team who are with you from the start of the project.
It would be nice if Social Driver delegated one person from the original team to hang on during the maintenance period rather than disappear cold turkey, but since we are in the midst of talks for a new project with Social Driver, our opinion may change.
RATINGS
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Quality
4.5Service & Deliverables
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Schedule
5.0On time / deadlines
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Cost
4.0Value / within estimates
"Submitting minor requests during the post-contract or indefinite maintenance period can get expensive"
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Willing to Refer
4.5NPS