CarePortal Card Funding Case Study

Global Orphan is an international organization that specializes in helping children and families around the world get the help and support they need.
CarePortal Card Funding - mockup

Discover and Design

Global Orphan had previously worked with Code Koalas on several Laravel projects, completing and enhancing their CarePortal app which allowed for thousands of churches, communities, agencies, and users to help meet the needs of families and foster children across the country.

Coming off of these successful launches, Global Orphan began to study bottlenecks on successfully providing goods and services to families in need. Previously, providing goods to a family in need was sometimes cumbersome, involving unnecessary communication between responders, churches, and the agency in charge of the request. The need to streamline this process and give it an organic workflow was the vision that prompted the development of the CarePortal Card functionality.

The new CarePortal card implementation was designed to be simple from a user perspective. As people view current open requests in their community, they are able to see and select needs; either directly funding the needs by donating money, or committing to directly providing the requested items. A network of Connecting Churches across the country then takes the lead, and through CarePortal Cards that automatically transfer the donations immediately to the church, allows them to work directly with the family to provide the items needed. Since we completed the previous iterations of the CarePortal Laravel app, our team was well versed in the functionality of the system. We met with Global Orphan to plan out the project, spending time on discovery to ensure that every workflow, data model, role, and action was once again accounted for. This was an absolutely necessary step for the project, ensuring that all components remained operational, given that the existing app had a massive codebase and functionality. After discovery was complete, we met again to discuss our outline, gathered feedback, and signed a formal work agreement to begin work on the application.

Buildout

Through the discovery, we planned the buildout and outlined every update that needed to be deployed, ensuring that new functionality would maintain and complement existing workflows. We organized all work according to role and data model so that specific models and roles that contained similar functionality would be tackled at the same time. Work was broken out by ticket and assigned in 2-week sprints, with client meetings occurring weekly to showcase progress and discuss new functionality.

Our first step in development was implementing API integrations for Stripe and Pex to allow them to interact with the CarePortal system. Once the app successfully communicated with both APIs, we built out the new functionality within the app allowing for agency requests, churches, and users to store funds on their accounts for later dispersal. We then tackled the process of modifying the request fulfillment process that allowed the funding of specific needs, including creating a universal request card to ensure that functionality remained consistent throughout the app. Since this impacted core system functionality, our developers spent a considerable amount of time working through the existing workflows to ensure that the entire system continued to function properly.

The next step we took in development was building out the process for churches to request and activate a PexCard, utilizing the Pex API integration we previously built. Upon activation of their PexCard, a new workflow was developed for churches to claim funds given towards requests in their area, allowing them to directly fulfill the needs which offloaded a considerable burden from the agency workers. When funds were claimed and approved, their pexCard spending limit was automatically updated to reflect the new available balance. We also created a webhook integration to create transactions and update the PexCard spending limit whenever church administrators used their cards at online or retail locations.

Our last step was to create new verification processes for church administrators to upload receipts and track time/money spent on fulfilling the request, ensuring maximum transparency and accountability throughout the process from responders to agency workers.

Throughout the buildout process, our project managers QA’d features and functionality on the website as they were created and pushed to our development server. We regularly handed off sections of the site to the client for QA, ensuring that everyone had tested and signed off on the style changes prior to launch. Once features were verified, they were pushed to a second server in a live testing environment for an additional round of testing. We also created pipeline tests that ran prior to every code merge, ensuring that all new functionality wouldn’t affect existing workflows and procedures.

Launch

The new CarePortal Card functionality delivers a fully functional experience geared towards allowing average people to directly support agencies and foster children around the country through donations. On launch, this immediately provided thousands of dollars in donations, helping hundreds of at-need children while removing barriers that previously restricted the amount of help provided to children. As further integrations roll out, we expect that CarePortal will continue to be able to impact thousands of children through North America, improving their lives through the new integrations. CarePortal’s updated app elevates their brand, positioning them as a unique and important player in communities across the country. Countless family's lives will be improved daily through their efforts.

Objectives

  • Build out functionality to allow for users to fund agency requests in their community and across the nation
  • Enable churches to apply for preloaded CarePortal branded credit cards
  • Create workflows allowing churches to claim donated funds on requests so they can help provide needs for children
  • Build new processes for churches to more fully engage the community on requests in their area
  • Enable automatic sync of available funds to church CarePortal Cards based on requests that they have committed to help
  • Build out a new verification process for churches that claim funds and provide needs to children to ensure maximum transparency throughout the entire process
  • Set-up a new CarePortal Account for all users allowing them to fund and utilize their own account to donate towards requests
  • Retheme all request pages to a new universal format

Core Solutions

Integrations

  • Custom PexCard integration allowing for churches to request their own card, as well as automatically updating the amount available to spend on the cards depending on the funding provided on requests they have committed to help
  • Stripe integration for front-end users allowing them to donate funds towards community requests

Open Source

  • Utilization of site-wide Laravel and Blade templates
  • Comprehensive email functionality testing through available OS services

Responsive

  • Seamless functionality across all platforms and multiple screen sizes
  • Updated design aligning with brand standards