Dashboards
The product required four role-specific dashboards that deliver relevant functionality, clarity, and insight for every user.
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Enterprise Financial Managers manage corporate matching budgets and ensure donation funds are accurately processed.
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Enterprise Managers define strategy, build community, and track participation and impact.
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Enterprise Employees want an intuitive way to give back and volunteer, with visibility into their personal and collective impact.
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Charitable Organisations promote initiatives, manage events, and connect with corporate partners.
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Catalyser Super-Users administer access, permissions, and account consolidation to maintain system integrity.
Super-User Dashboard
When managing the platform at scale, the Super-User needs a central dashboard to oversee companies, charities, usage, and system performance, so they can maintain control, ensure accuracy, and support growth.
When overseeing all client companies, I want to:​
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Create and onboard new companies and charities through a guided onboarding flow
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View and manage contracts, including uploading and storing contract documentation
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View and manage donations
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Monitor company-level statistics, including:
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Number of users
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Login activity
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Total donations
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Volunteer hours
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Understand which features are enabled per company, such as:
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Donations
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Volunteering
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Matching
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Payroll giving
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Identify supported and active companies at a glance
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Track engagement metrics, including page views and likes
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Toggle between list view and card view
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Switch between the enterprise view and charity view
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View of outstanding tasks
To do this effectively, I need:
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Robust filtering and segmentation, including:
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Country / region
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Features used
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Company status
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Clear visibility into feature adoption and engagement, so I can identify gaps, opportunities, and support needs
Enterprise Manager Dashboard
The Employer Dashboard enables managers to oversee, configure, and optimise employee impact programs from a single view.
When customising my employee dashboard, I want to:​
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View outstanding tasks
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Configure my employee dashboard to promote specific employee tasks, carousel highlights, partnered charities, featured collections and set employee volunteer leave.
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A calendar of upcoming charitable events the company can start preparing for
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Monitor company-level statistics, including:
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Number of users
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Login activity
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Total donations
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Volunteer hours
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Popular charities and events employees are donating or volunteering
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Create and manage fundraisers and volunteering events
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Manage Donations
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Switch between country dashboards
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Set Corporate matching budget and rule
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User access management
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Impact summary/ stats
Employee Dashboard
The Employee Dashboard is designed to motivate participation and make giving and volunteering easy, personal, and rewarding.
Employees want to:​
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Encourage employees to create fundraiser
and log volunteer hours
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Featured events and fundraisers based on interest
and browsing history
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Allow employees to explore the causes they care about
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Actionable items for employees:
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Use Volunteer leave
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Corporate matching
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Use available gift card
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Donate through payroll
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Company organised fundraisers and volunteer events
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Team events
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Tracking own fundraiser
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View Social media
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Charity Dashboard
The Charity Organisation Dashboard enables charities to promote their mission, manage programs, and engage employees at scale.
Charity Organisations want to:​
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Create and manage fundraiser and Volunteer events
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Manage donations and payment accounts
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Allow employees to explore the causes they care about
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User access management
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Setup Charity profile selecting cause categories
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Access Reports and insights
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Integrate Social media platform
