Coptic Orphans had one of the most complex data models we’ve seen in our organization’s history stored as custom Salesforce objects.This lead to a lot of technical challenge in created a web interface that used Salesforce as its direct data source.We solved this problem by creating an asynchronous data store for non-important Salesforce customer information that batch uploaded raw data to the correct locations.
One of the biggest challenges was with Coptic Orphans’ business rules around accepted currencies.During our discovery phase we could not find a suitable payment gateway that could accept both credit card and ACH payments in all of the currencies they had a global presence in, we ended up tying in multiple payment gateways that our user experience team had to navigate when presenting payment information to potential donors.Additionally, our development team needed to figure out how to represent each of those translated currencies as different opportunity objects within their Salesforce instance.
Awana is a national, faith-based non-profit that originally brought Pathos Ethos in to help create a brand new software platform for a learning management system.While in the middle of the project, business needs changed, and our entire team was able to pivot to help them create a digital management tool for their constituents to use.
Here are some takeaways we’re proud to share:
The entire project was built on…
We integrated into existing software platforms that had been operationalized in their organization for several years already.Primarily Salesforce for all their member data, Gigya for their single-sign on authentication, and a proprietary fulfillment platform for their product distribution.
All of their development operations were set up and maintained by our team: AWS elastic beanstalk application server, Bamboo continuous integration, Redis data store, and a javadoc documentation layer.
Having no previous software development experience, we were able to train not only their IT team to function as a working Scrum development team, we were also able to help train their Director of Curriculum and turn them into a true software product owner.
Having trained their team, we worked in conjunction with them for an additional 6 months beyond the bounds of the original contract, concurrently working on product development until ultimately we were able to hand off product upkeep to their internal staff.
Investors’ Circle’s established record of 25 years serving the impact investment community needed to be one of the primary brand expressions of their new logo.This meant not re-inventing their brand expression, but rather modernizing it. In order to accomplish this, we were able to keep their new mark similar with a three-faceted circle, staying in the same blue color scheme with a modern variation as well as by keeping their…
Another challenge laid in the the complexity of Investors’ Circle’s target audiences.Having two very high-value target audiences (Entrepreneurs and Investors), IC needed to be guided through prioritizing one or the other on their customer funnel on their home page.Through some quick consulting, we were able to together decide that focusing on Investors was going to be more important, and this yielded in a homepage that spoke primarily to Investors, with a few separate calls-to-action for Entrepreneurs.