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Case study · Non-profit

Volunteers scheduled, donations flowing

Charities rely on volunteers and donors, but often manage both with forms, spreadsheets and third-party pages. This is how we built a platform where volunteers sign up and book shifts and supporters give online, with everything connected to the CRM.

Project overview

Volunteering and giving in one platform.

Industry
Non-profit
Client
Confidential
Solution
Volunteer and donation platform
Platform
Web
Timeline
12–18 weeks
Team
5 people
Payments
One-off and regular giving
Integration
CRM
Accessibility
WCAG 2.2 AA

Expected business outcomes

What the client set out to achieve

Admin time and supporter engagement are the measures.

  • 40–60% Less volunteer admin

    Volunteers sign up, complete checks and book shifts themselves.

    Target range for coordinators

  • Owned Supporter data

    Donations and volunteering recorded in the charity's own CRM.

    Instead of third-party platforms

  • Easier Regular giving

    Supporters manage their own giving online.

    Where regular giving is offered

Business challenges

Where the client started

Good causes, fragmented tools.

Volunteers

Sign-up forms and email chains.

Shifts

Rotas in spreadsheets.

Donations

Third-party giving pages that keep the data.

Supporters

No single account for volunteers and donors.

Coordinators

Hours spent on admin instead of people.

Proposed solution

What the platform covers

One account for everyone who supports the charity.

  • Volunteer sign-up

    Applications, checks and onboarding online.

  • Shift booking

    Opportunities and shifts booked by volunteers.

  • Online giving

    One-off and regular donations with tax declarations.

  • Supporter accounts

    One account for volunteering and giving history.

  • CRM integration

    All activity recorded in the charity's CRM.

  • Impact reporting

    Volunteer hours and donations by programme.

Project requirements

What the client asked us for

The request was to reduce admin. The design gives every supporter one account and keeps data in the charity's own CRM.

Accessibility is essential, because supporters include people of all ages and abilities.

What the project had to deliver

  • 01Self-service volunteering
  • 02Online giving
  • 03One supporter account
  • 04Data owned by the charity

Key challenges & considerations

What made it harder, and what we did

  1. Background checks for some roles

    What we did

    Background check status was tracked per role, and unchecked volunteers could not be scheduled.

  2. Tax declaration rules

    What we did

    Tax declarations were captured at donation, in line with the rules.

  3. Volunteers with limited digital confidence

    What we did

    The design was tested for accessibility with real volunteers.

  4. Small internal teams

    What we did

    Content and rotas were editable by staff without a developer.

What we watched for

  • Keep the charity's data in its own CRM
  • Design for accessibility
  • Automate volunteer admin first
  • Keep content editable by staff

Development process

Volunteers first, then giving

Each release removes a manual process.

  1. Stage 1

    Discovery

    Volunteer and donor journeys mapped.

  2. Stage 2

    Volunteering

    Sign-up and shifts launched.

  3. Stage 3

    Giving

    Donations and regular giving added.

  4. Stage 4

    CRM

    Integration and reporting completed.

  5. Stage 5

    Handover

    Staff trained to manage opportunities and content.

Technology stack

Accessible web platform

Simple, inclusive and connected.

Front end

  • React or Next.js
  • TypeScript
  • Accessible design system

Back end

  • Node.js or .NET
  • PostgreSQL or SQL Server
  • REST / GraphQL APIs

Cloud

  • Azure or AWS
  • Managed databases
  • CDN

Quality

  • Automated tests
  • CI/CD
  • Monitoring and alerts

Quality assurance & deployment

Tested every sprint, released without drama

Testing ran alongside the build, not after it. Every feature was checked against its acceptance criteria in the sprint it was built in, and releases went through an automated pipeline.

  • Automated unit and API tests, run on every change
  • Code review by a second engineer before anything was merged
  • Feature testing against written acceptance criteria
  • Cross-browser and responsive checks on the agreed devices
  • Security checks on access, sessions and data handling

Deployment

  • 01CRMIntegration and reporting completed.
  • 02HandoverStaff trained to manage opportunities and content.
  • 03Automated release pipelineThe same build moved from staging to production, with a tested rollback.
  • 04Monitoring and warrantyError and uptime monitoring from day one, and six months of free bug fixing.

Final deliverables

More time for people, less for paperwork

Volunteers sign up and book shifts themselves, supporters give online and manage their giving, and everything is recorded in the charity's CRM.

Coordinators spend their time with volunteers instead of spreadsheets.

  • Volunteer self-service
  • Online giving
  • Unified supporter accounts
  • Impact reporting

Handed over to the client

  • 01Production applicationDeployed and monitored
  • 02Source codeIn a repository the client can access
  • 03Technical documentationArchitecture, setup and deployment
  • 04Test suite and pipelineSo later changes stay safe
  • 05Six-month warrantyFree bug fixing after delivery

Success metrics

How success is measured

MeasureOutcomeHow it is measured
Less volunteer admin 40–60% Target range for coordinators
Supporter data Owned Instead of third-party platforms
Regular giving Easier Where regular giving is offered

Verified reviews

What clients say about our web development work

Verified reviews from our clients on the same kind of work, published on Clutch.

5.0 27 verified reviews

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