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Technology Roadmap 2017 Graham Covington
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what we delivered, and what got deferred
2016 Review what we delivered, and what got deferred
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Big Tickets Page Builder Events Marketing Automation
Peer-to-Peer (2.0)
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Other Items UI changes (constituent data import, default account record, job monitor, receipt templates, import transaction data); batch annual receipting; engagement scoring; payment processors (Payflow Pro, Neteller, PayPal recurring); reporting (additional graphs); manage supporter gadgets (constituent data rollback); adding ‘reply to’; and more….
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Page Builder Additional page types: advocacy, e- cards, Twitter advocacy Hooking into permission groups , manage supporters More advanced features
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Marketing Automation Intuitive interface for creating workflows
Templates to save time and simplify choices Additional communication channels to include social and text messages
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planning for the year ahead
2017 planning for the year ahead
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Improve what we need now
Improving current workflows Raising the bar (e.g. mobile wallets) Platform expansion declining levels of donor retention. lower open rates on . there are exception: Charity Water engaging donors in a well. P2P social networks.
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The Engagement Project The Deep Learning Project
Think about what is needed down the road The Engagement Project The Deep Learning Project
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The Year Ahead create a ‘hub’ new reporting telemarketing
new dashboard master dashboard
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Reporting UI changes new report formats report services
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Display Widgets drag and drop element in page-builder
new design templates aggregating data sources
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Display Widgets
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Hub Space for greater engagement Space for managing practical tasks
Space for connection and organizing
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Hub
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Master Dashboard aggregate reporting content sharing data management
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Other Items CRM functionality (origin source, household records, organization records; marketing automation (cont’d from 2016); templating revised; reporting update (custom reports, report builder, s); rest services expansion; dynamic asking strings; page builder (cont’d from 2016); permission group revisions; and more….
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