About the Client
The client, headquartered in Massachusetts, supports thousands of customers with expertise and excellence in products and services for charitable gift planning and planned gift administration. The client’s software, gift administration services, expert consulting and marketing services support the missions of countless institutions and charitable organizations as well as the firms that serve them.
The client’s flagship product, a robust ‘planned giving calculations and proposal’ software, helps financial advisors to collaborate efficiently with donors by allowing them to calculate, compare and promote planned gifts. However, the product when designed could only support desktops. With an increase in mobile usage, the client saw an opportunity to roll out a tablet version of the product to improve the intimacy and personalized service in the sales process.
The client’s legacy application, created on outdated technologies, had limited design and usability features. Since the client mainly catered to mature customers, intuitive usability was the main criteria. Secondly, the application had to be modernized in terms of design, features and usability to encourage device-agnostic adoption.