Rotary International: UX & Design Workflow

Rotary International recently unveiled its new online donation form, used by tens of thousands of people each year to donate to the charity. But calling the finished product a form is like calling the royal wedding an elopement. Amazee Labs Austin partnered with Rotary and RaiseNow to deliver what can only be described as a dynamic online giving application—sweeping, yet nimble, and easy to use.

Ensuring an application of this magnitude is easy to use is, well... not easy. In order to get the most out of our users (no pun intended), we define and adhere to an efficient UX and design workflow. To best explain our approach, let’s look at an example of how a feature—choosing an amount to donate—makes its way from define to design.

1) Define

The first step is to define what the feature does, in simple terms. Getting the right people in the room is crucial—movers, shakers, decision makers. Together we agree to the functionality:

  • Users choose a suitable country and currency in which to donate
  • Users choose from a list of preset amounts or give a specific amount not listed

2) Sketch

Based on requirements, best practices, existing examples, and experience, we sketch an interface. The sketch suggests layout, order of operation, form elements, and copy, but not design. At this early stage, it’s important that form not interfere with function.

Choose an amount sketch

3) Review

With sketch in hand, we meet again with stakeholders. This review answers two important questions. First, have we correctly translated requirements into product? Secondly, are there requirements that weren’t considered in the hypothetical? It’s amazing what comes to light when there’s a sketch on the table.

We discuss removing numbers from the stepped donation process (a), adding a preselected donation amount (b), and including the US-dollar equivalent beneath donations made in foreign currencies (c). This is because Rotarians, in their quest to level-up, are credited in US-dollars not their currency of choice.

Sketch with requested changes

4) Prototype

Next, we roll the sketch and its feedback into a clickable, functional prototype. The more function the better, we want our testers to poke holes in a product as close to the real thing as possible. UXPin offers a powerful tool with which to craft some seriously complex prototypes. 

prototype animated gif

5) Test

Everything we’ve assumed to this point is put to the test, at the hands of users in the real world. Our testers are Rotarians on a spectrum of proficiency in a web browser and also in their understanding of Rotary as an organization.

The test itself is administered remotely with a screen sharing app, recorded, and moderated—we ask the users to perform a task and think aloud as they work. We give little or no direction and try to stay objective, as hard as it may be. The test concludes with gathering general feedback from the user—how was your experience, how would you improve it?

6) Report

Several tests are needed to compile meaningful results. One user’s experience doesn’t typically affect change. But recurring behavior in three or five tests is considerable. Here’s what we find:

  • Users don’t understand the preset amounts are selectable
  • Subsequently, users type their desired amount in the Other amount field, even if that amount is offered above as a preset
  • Users aren't sure what is meant by "Recognition amount in USD"

animated gif of tester

The above animation is a reenactment, created to protect the identities of the innocent.

7) Design

If user testing reveals we’ve missed the mark, we can opt to do another round of testing with a reimagined prototype. In this case, we move straight into visual design, coupled with making these improvements:

  • Add radio buttons, a familiar form element, to the preset amounts
  • Make certain the preselected amount appears selected by introducing a bold blue background color
  • Make giving a custom amount a more deliberate action by adding a fifth option, Other, which reveals the Enter other amount field
  • Add help text to recognition amount in the form of a tooltip (i)

finished design animated gif

Repeat

Once the feature has gone through the UX and design workflow it moves on to development. We grab another piece of the puzzle and the process starts again with defining the feature. 

process graphic

The process takes about a month per feature, or two sprints. After 16 months of continuous work, we've delivered the royal wedding of online donation forms.

 


 

Feature list

Give to featured funds, endowments, or grants

Give to funds screenshot

Give a one-time or recurring donation

recurring donation screenshot

Dedicate a gift in honor or memory of someone

Dedicate gift screenshot

Notify someone of a dedication via e-card

E-card notification screenshot

Give on behalf of a Rotary club or its members

Give on behalf screenshot

Give as a guest or signed-in user

sign in screenshot

Review donation summary prior to submission

Review modal screenshot

Receive immediate, detailed confirmation of donation

Confirmation page screenshot

Self-service recurring donations via MyRotary profile

Self-service screenshot

July 24, 2018
Tags
188 Comments

Get our Newsletter

 
 

Comments

A well written article!

By John Taylor
8 months ago

It is good information you have shared with us. ROTARY INTERNATIONAL, they are providing a charitable work to the society. It is good to know about the charts and workflow designs PhotoEditingIndia photo editing services. They are choosing the right countries and provide all the charitable works to them. iT's nice to see the post.

By rita riya
3 months ago

I'm more than happy to discover this great site. I greatly appreciate the time you took to put this together. Please visit my site

By k
2 months ago

This is a fabulous post I seen because of offer it. It is really what I expected to see trust in future you will continue in sharing such a mind boggling post marine engine parts

By marine engine parts
2 months ago

Many times students are tensed for their projects and assignments, so at that time they can take online assignment help to complete it on time. There are experts available online who prepare the perfect assignment for you. Assignment Help online

By Jacob liam
2 months ago

Great informative blog which is full of new information because A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information
dissertation Writing Service uk

By neiljakson
2 months ago

There's no doubt i would fully rate it after i read what is the idea about this article. You did a nice job.. 오바마카지노주소

By 오바마카지노주소
2 months ago

Thank you so much for ding the impressive job here, everyone will surely like your post. 카지노사이트추천

By 카지노사이트추천
2 months ago

online assignment help in UK provided by studentsassignmenthelp.com. Our expert give you complete 24*7 support.order our services by students assignment help.

By online assignment help in UK
2 months ago

This post is a pool of information. The readers are quite impressed after reading this impressive post. This impressive post certainly encourages to choose Assignment Help Australia Services. You can email us at cs@Myassignmenthelpau.Com or Phone Number: +61-2-8005-8227. For More Details Visit :- https://www.myassignmenthelpau.com/

By Max Willoe
2 months ago

If you are searching Assignment Help. You can suggest them to use different online sources to develop the reading habit in them. Using different online sources can be beneficial for their assignment help for a long run. Organise each topic in a story form to develop their interest in the class.
https://www.allassignmenthelp.com/reviews

By Adam Thomas
2 months ago

Students assignment help provide assignment helper in new zealand.Our expert helper serve you best quality content.They have very much knowledge about assignment writing.
https://www.studentsassignmenthelp.com/nz/

By Assignment Helper
2 months ago

think I have never seen such blogs ever before that has complete things with all details which I want. So kindly update this ever for us. Domain Hosting Company in Bangladesh

By webtechsoft
2 months ago

I am surprised why other specialized don’t perceive your site I’m greatly cheerful I discovered this.clipping Path

By phototrims
2 months ago

I am looking for and I love to post a comment that "The content of your post is awesome" Great work! Cleaning service company

By Max-bd
2 months ago

Very informative blog and well written well-defined topic there are many web design organization but they didn't give a responsive design as per Google guidance. I have designed my website dua after prayer its responsive .

By Melonystubbs
2 months ago

Any difficult college assignment help is offer by SingaporeAssignmentHelp.com. Our experts are well experienced in writing and get plagiarism free help in writing assignment at nominal cost.

By andrew symond
2 months ago

Request the writers of StudentsAssignmentHelp.com for Assignment Writing services UK. We deliver the best assignment work to all the students at a reasonable price. Also, we keep in mind the formatting style to be used in your paper. So, acquire the best assignment writing help from our experts.

By Assignment Writing
2 months ago

It services is very widely spread in uae.so many teachers giving assignment to students.Students assignment help understand this thing and provide assignment writing help services in UAE.Just visit our website hurry!

By demon smith
2 months ago

If your HP printer is misbehaving or not taking your commands to print, help is just a phone call away. We are Assistance for All, a highly rated HP Printer support agency.
Irrespective of your location inside the USA, you can call at 1-877-916-7666 to get quick resolution to all issues pertaining to your HP printer.

By HP Printer Support
2 months ago

Irelandassignmenthelp.com provides Do my assignment So, if you have assignment to write on term paper, you can hire them to complete your assignment before deadline at affordable price with high grades in college. Your assignment helpservices will be error free and plagiarism free.

By james stephens
2 months ago

Due to the lack of English proficiency students face problem write assignment. don't worry, our experts deeply knowledge in English. Those your complete assignment help in bound time.

By neena salvotore
2 months ago

Student Life Saviour is the brand name in providing assignment, essay and dissertation help services to students across the globe.

By josephsls
2 months ago

Australian Assignment Help provides do my assignment in Australia covering all subjects at reasonable rates

By jessicaah
2 months ago

are you looking professional writer essay help uae. then uaeassignmenthelp.com provide you that service. because our expert have deeply knowledge in essay writing . those have decades years experience. you can send an email info@uaeassignmenthelp.com

By neena salvotore
1 month ago

Microsoft helpline phone number +1-877-353-1149 provides remote service 24×7. you are able to get all your Microsoft service in your home while you unwind. while we supply you Microsoft windows technician service, our techies are going to be on the telephone with you so you understand each step of this procedure. whether you need Microsoft Windows XP support or you require Microsoft support, then our technician is available 24×7 to supply you with infinite Microsoft windows service.

By Sashalane
1 month ago

For Blockchain Support Phone Number dial +1-855-855-4384. This is a Blockchain customer service +1-855-855-4384 phone number which is available 24/7 so you dial our blockchain customer support phone number any time
For Bitcoin Support Phone Number dial +1-855-855-4384. This is a Bitcoin customer service +1-855-855-4384 phone number which is available 24/7 so you dial our Bitcoin customer support phone number any times
Kraken Support Phone Number Call Now: +1-855-855-4384 (toll-free) for Kraken Helpline Phone Number +1-855-855-4384 and services. This is Trusted Kraken Customer Support Numbers provide instant support.
Announcing Coinbase Support Phone Number +1-855-855-4384 is another step in the commitment to making Coinbase Helpline Phone Number and this is the most trusted. So from Now, customers can contact Coinbase customer support phone number +1-855-855-4384

By Sashalane
1 month ago

A special thanks to Assignment Help Australia for providing an exceptional assignment within a short period of time. Your work is really amazing. Hope you reach heights in the future. You can email us at cs@Myassignmenthelpau.Com or Phone Number: +61-2-8005-8227
For more: https://www.myassignmenthelpau.com/

By Alira willor
1 month ago

Presently all errors can be taken care of with physically, you have to contact the HP printer customer care phone number HP Customer Service means by which you can successfully download, introduce and utilize the HP printer help number drivers on any of your figuring gadgets. Then call toll Free Number 1-877-301-0214 and there problem remove.

By Henry Jon
1 month ago

Writing an essay is always a very long and boring job.If you don’t have the time for the writing essay , you should turn to online services for custom writing papers. It is always a good idea.

By Oksi
1 month ago

Writing an essay is always a very long and boring job.If you don’t have the time for the writing essay , you should turn to online services for custom writing papers. It is always a good idea.

By Oksi
1 month ago

I found this article fantastic! this is what i was searching for. If you looking for professional essay writing service, don't waste your time. Because we know how to write [url=https://writessay.org/student-essay.php]student essay[/url]!

By Jordan
1 month ago

This provides you with an opportunity to get a global and world perspective in your Assignment Help India answers and lets you connect with a writer who understands you.

By Theresa Delcas
1 month ago

We understand how important academic assessments are in developing a student's career and future opportunities, this is why we take extreme measures to ensure that all Java Assignment Help solutions are best-in-class.

By Theresa Delcas
1 month ago

Hp printer Assistant service are one of the most authentic and compatible devices that are reasonable for every pocket. Its user-friendly column and high printing solutions make it most preferable brands. Hp Printer Support likewise has enlarged the printing experience to other scales. If you are getting any problems dial Hp Printer Technical support number +1-877-301-0214 for customer support.

By henry
1 month ago

If myassignmenthelp review has been incompetent in providing a well-researched assignment paper, or have been sloppy in delivering the task on time, a student can learn about it by reading the myassignmenthelp review which are written by another fellow student.

By TrustedEssayReviews.com
1 month ago

We provide online assignment help Sydney to the students of University of Sydney, University of New South Wales, Sydney Law School, Sydney College of Arts, Sydney Nursing School and UNSW Business School. Our experts are available for more than 100 subjects to help the students in their writing when they search for Sydney assignment help.

By mariamith
1 month ago

The Health system is created in a proficient way of expanding the network in the multispecialty services. With the ever-growing population, the hospital has announced many ambitious plans that have ultimately lead to the excellence.
multispeciality hospital in hisar

By Gos
1 month ago

Get Instant AOL Support for Technical Issue like Aol email Sign In Problem Drama Serials

By ALI ALI
2 days ago

Add new comment

You must have Javascript enabled to use this form.
icon
What is Amazee Labs?