PORTFOLIO

• Led the product design team and strategic process from start to present of the TRINITY CRM

• Conducted initial qualitative research and found that 86% of targeted group wanted cohesive solutions that empower them to solve real problems exclusive to non-profits.

• Organized the research, created the initial design, helped produce the MVP, and managed the design team.

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Education

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• Provided research and insights to evolve the subscription service model by addressing customer pain‐points related to the browser, Department of Education specifications, and user experience.
  

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V I C T O R Y

CASE STUDY

How do you you design a CRM platform that balances both business goals and user needs? During my time developing TRINITY, I was in charge of designing the initial MVP, assets and the consumer facing crm platform.

PROJECT OVERVIEW

Come up with a design and strategy for the launch of the TRINITY CRM platform.

ROLE: Head of Design, strategy, research, cross functional team management

DURATION: Ongoing

COMPANY: PCG

APPROACH

I tackled the project in three phases.

DISCOVERY - Initial research, competitor analysis and stakeholder interviews

IDEATION - Persona development, brainstorming, organizing findings, and strategy development

DESIGN - Collaborative iteration, wire framing, and development of hi-fidelity screens

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Churches, Religious Institutions, and Non Profit Organization Administrators and Staff

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THE PROBLEM

• Churches and Non Profit entities often use archaic systems for task and administration management.

• Covid-19 accelerated the future of a more hybrid (virtual & physical) existence for churches/non profits.

• Generational transfer of values, wealth, and technical knowledge from baby boomers to Gen. X, Millennials, and Gen. Z is creating a altruistic void.

• Declining in person membership, volunteerism and engagement from younger audiences = less resources for staffing, programs, and philanthropic causes.

• Current competitors and products do not go far enough to address the current problems that are arising from church and non-profit target audiences. This opens up the possibility for new technology to make potential clients workflow more effective and efficient.

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WHAT IS THE MARKET SIZE?

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Increase the efficiency and effectiveness of your mission through data and analytics

Reduce the amount of apps and software used in day to day operations

Free up leaders to focus on reaching more people, representing the organization, and raising support for their cause

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PEOPLE

PAYMENTS

PROCESSES

ANALYTICS

FORMS

STAFF

EVENTS

A.I.

FACILITY

PLANNING

KIDS

MEDIA

TRINITY is a cloud based, easy to use, robust, crm platform for iOS and android systems with generative a.i. capability made for churches and non profit organizations.

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THE PROCESS AND ACTIONS TAKEN

Discovery

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I conducted Initial user research, competitor analysis, and stakeholder interviews, to find a solution to the problem that churches and non-profit administrators are facing which will alleviate users pain points.

Ideation

2

I coordinated brainstorming sessions with my team, and organized my findings. I strategized with the team to generate ideas, sketches, frameworks and an MVP to share the vision, design principles, and content strategy.

Design

3

I collaborated with a cross functional team to create the first iteration of the TRINITY CRM app. The initial design, color scheme, typography, wire framing, and the development of hi-fidelity screens were my responsibility. I also took feedback from stakeholders

Testing

4

I along with a team created the first prototype of the app. We are currently conducting an extended usability test to get back all of the quantifiable data needed to improve the app before initial launch.

OUTCOMES AND TAKEAWAYS

The overall aim was to create the TRINITY CRM platform utilizing intuitive insights, ux research methods, stakeholder opinions, coupled with a collaborative team approach. After three weeks of starting the project, a M.V.P. was created to peak the interest of additional investors for the project. The M.V.P. was successful in solidifying an undisclosed additional resources for the company. After the initial M.V.P was proved as a viable solution, I worked with the rest of the team to create a prototype. The initial prototype was developed in 90 days. I led a cross functional team through every step of the process of developing this product. After the prototype was developed, the TRINITY CRM underwent an extended testing period to work out any kinks, to add key insights from a test group, and to prepare for marketing the product to a target audience. The TRINITY CRM is still in the testing phase and is expected to be ready to launch in 2024. Through this process I learned how to create a viable solution that was designed to streamline administrative services for churches and non profits. I furthermore learned how to effectively lead a cross functional team of creatives and coders through agile management principles.

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