Bulk Data Entry for Nonprofit Event Registrations

Nonprofit organizations often collect offline event registration data from multiple sources such as paper forms, phone calls, mail, email, and third-party sites. Prior to this project, DonorDrive had no efficient way for nonprofit staff to bulk enter this registration data into the platform. As a result, they either had to request a custom data import, which was time-consuming and costly, or manually input each registration one-by-one—a particularly painful process when dealing with large volumes of data. This not only caused significant inefficiency for nonprofit staff but also led to thousands of hours spent by DonorDrive developers each year on data imports.

The project aimed to:

• Close a feature gap by providing a streamlined way for nonprofit staff to bulk upload offline registration data.
• Reduce developer time spent on custom data migrations, freeing them up for other tasks.
• Streamline and scale the data entry process for nonprofit staff, making it faster and more efficient.
• Increase the accuracy of registration data across all events in DonorDrive, reducing human error.

The implementation of this solution led to a significant reduction in time and effort for both nonprofit staff and DonorDrive developers:

• Reduced implementation time by 4-6 weeks for data migrations, allowing nonprofits to onboard and start using DonorDrive more quickly.
• Streamlined the data entry process, improving accuracy and reducing the risk of manual data entry errors.
• Increased overall efficiency for nonprofit organizations, enabling them to focus more on their missions rather than administrative tasks.

As the lead designer on this project, I was responsible for driving the design process from start to finish, spanning all phases. This included:

Discovery Research

I led the discovery phase to understand how nonprofit organizations were currently handling offline registration data and to identify the key pain points. I worked closely with a project manager to conduct in-depth customer interviews and distributed a survey to gather quantitative feedback. This helped us uncover critical insights into the functionality that our solution needed to support.

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Ideation & Concept Development

After synthesizing the research findings, the project team participated in brainstorming sessions, including activities like user journey mapping and empathy mapping. These activities helped us better understand the user’s needs and the emotional context behind the data entry process. Based on these insights, I created a detailed workflow diagram to guide the design process.

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Prototyping & Design

I translated the workflow diagram into high-fidelity prototypes, incorporating feedback from stakeholders and customers along the way. The prototypes aimed to create a seamless, intuitive experience for nonprofit staff, allowing them to easily upload bulk registration data while minimizing errors and manual intervention.