Onboarding with Ethiopiaid

– A successful test campaign saw Ethiopiaid migrate all fulfilment services for its active appeals to Woods Valldata.

Ethiopiaid supports projects ranging from maternal health and women’s rights to education, disability and the elderly in Ethiopia. This is achieved through the support of local charitable partners that help people from the most marginalised aspects of society. Its goal is to see an Ethiopia free from poverty, in which every person has access to quality education, healthcare and a life of dignity.

The brief

Ethiopiaid was looking for a new fulfilment supplier to provide it with tailored and efficient services. Woods Valldata was an attractive option for several reasons: its reputation in the sector, its levels of security, its professionalism and the personal service it provides. Based on these aspects, Ethiopiaid decided to test us with one of its smaller appeals: a Gift Aid appeal over the 2016 summer months, handing over all aspects of the campaign from the response form right through to thanking supporters and data export.

The outcomes

The test campaign offers the perfect illustration of the speed in which Woods Valldata can migrate new clients onto its services, a process known as onboarding. Early engagement was critical to the project’s success with the Woods Valldata team working closely with Ethiopiaid to ensure all of the charity’s requirements were fully understood.

Ethiopiaid was set up for service processing using Woods Valldata’s standard implementation process, within which there is a standard documentation suite used to facilitate the smooth running of the project. The implementation was managed using a structured Project Management approach based on PRINCE2 – a process-based method for effective project management developed by the UK Government and widely recognised and used in the public and private sectors, both in the UK and internationally. Woods Valldata has tailored this method to effectively meet the needs of its onboarding projects in a controlled and manageable way.

To enable the fast turnaround, Woods Valldata used its Response platform, purpose-built as a flexible, robust and secure method of migrating and processing client data. As a result, Ethiopiaid was able to reap the benefits of a safe and smooth transition, with only a minimal amount of input. As with all of Woods Valldata’s client campaigns, protecting the supporter experience was a key requirement of the trial, with the partnership-led approach taken with Ethiopiaid ensuring a zero-impact outcome.

Following the success of the test campaign, Ethiopiaid decided to migrate all of its fulfilment services for its active appeals to Woods Valldata, including donation processing, supporter thanking, data collection and Gift Aid.

Christina Pierce-Winters, Fundraising Administrator for Ethiopiaid, comments: “From our initial meeting and throughout the onboarding and appeal period we found Woods Valldata a refreshing partner to work with. The team were really engaged in terms of wanting to know all about Ethiopiaid, what our appeal was about and how they could create the best trial possible.

“We greatly appreciate being able to access our supporters’ original responses through the online portal and enjoy using the portal to build current response figures. This allows us to see how our appeals are performing in real-time.”

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