American Cancer Society needed to modernize how their field staff collected donations, a process still dependent on manual check handling, email threads, and disconnected data entry. The goal was a purpose-built mobile application that could capture check payments and donor information on the spot, pull live data from Salesforce, and push transactions directly through ACS systems — eliminating the friction and delay that was slowing their cash flow.
Partnering across technology, operations, and fundraising stakeholders, I led and helped shape the experience design and user workflow to ensure the app felt intuitive for internal staff in real-world, high-pressure donation environments. The result: an end-to-end digital solution that replaced a fragmented manual process with a seamless, reliable transaction workflow built on the tools ACS already trusted.
- 6 most recent transactions (cards)
- Preview incomplete / pending
- Continue completed transactions
- Quick link → Check Capture
- Transaction Progress Screen
- Historical Data Screen
· Name
· Physical Address
Manual capture needed
- Campaign name OR PMT code (required, radio → dropdown)
- User can select multiple coding categories
- Campaign can be saved as "favourite"
- Search by username / email
- 5-col editable display
- Date / Batch ID / Amount / # Donations / Owner
- Max 20 transactions displayed
Display limit: 20 / 30 / 50 items?
→ 20 recommended for device screen size & UX. Uniform for all users regardless of Super User status.
(Character limit: 200)
- Up to 5 recipients of physical Thank You / Tribute Card
- Supports Tribute or Memorial
- All fields editable
- Prompt appears after Check Capture flow completion
- After sending: prompted to capture another check or done
- Returns user to Check Capture flow entry point