American Philanthropic Scholarship Organization
View Fundraising Progress
Workshop Facilitator & UX Design Lead
PowerBI
Not for Profit
3 Months
Project Goal
Create a dashboard to track fundraising progress in support of the client's goals to increase financial resources available to support a network of high-performing institutions and enhance the effectiveness of the client to deliver on their mission to provide equal access to education through scholarships.
Technology & Skills
Design Thinking Workshops, Wireframing, User Interviews, Stakeholder Mapping, Personas and User Journeys
Project Requirements
Using PowerBI, help the client turn their multiple data sources into a strategic data foundation to streamline operations and improve team performance. We were to design and develop a scalable centralized data hub that uses data analytics and integrates with the client's existing systems, software, hardware, and licensing assets to serve as the main source of trusted data for the company.
Design Thinking Workshops
Virtual
2-Full-Day Workshops
20 Participants
and 1 North Star Vision
Defined Comprehensive
Stakeholder Map
Identified and populated information for
10 Personas and Current State User Journies
Design & Deliverables Process
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Conducted User Research to gather current state pain points organized into prioritized themes
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Defined project North Star Vision
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Drew a comprehensive stakeholder map documenting relations between project stakeholders
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Gathered high-level information for 10+ personas and user journeys, refining 4-key-stakeholders
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Designed wireframes and visual compositions of PowerBI dashboard data visualizations
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The Outcome
The initial phase of the project to create a visual dashboard within PowerBI was very well received by end users. The project won an internal Delivery Hall of Fame award for being a great example of strong project execution and making a human impact.
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Learnings & Challenges
​Working with a not-for-profit on this dashboard design was a very rewarding experience and the success of this project will provide a great reference for other large Not-for-Profit organizations and reusable artifacts that could streamline project execution for similar future data projects with Not-for-Profit organizations.
Testimonials
Without Erin’s advanced planning, use of more collaborative tools, and generally positive and engaging manner, we would not have received the very valuable client information required for this project. Erin not only held very thoughtful sessions but also used that information to design engaging dashboards that the client was incredibly impressed by.
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H.H, Project Manager
Erin was a valuable mentor to the team through the Design Thinking Workshop exercises with the client. Her preparation for each of the sessions was excellent. She put a lot of effort and time into the design of the mural boards which made the meetings with the client run very smoothly.
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S.D, Product Management
I would absolutely work with Erin again and wish that she would be staffed on all of my projects. She is an incredibly strong UX lead who managed the client, her time and her deliverables while also becoming an integral part of our team. Erin is a strong leader among the team and with the client.
H.H, Delivery Lead
