Problem

Church admins relied on a legacy batch-entry workflow that was cluttered, slow, and error-prone. The process grouped too many decisions onto one screen, lacked clear hierarchy, and created confusion around donor assignment, fund selection, and batch totals. This resulted in frequent mistakes, high support load, and time-consuming reconciliation across cash and check donations.

Process

I audited the existing workflow end-to-end and interviewed admins to understand their real-world counting and entry processes. Mapped primary use cases and identified key friction points around form clarity, field grouping, and validation gaps. Partnered with PM and engineering to restructure the batch model into a guided sequence: batch setup → donor → gift entry → review → submit. Designed cleaner layouts with stronger hierarchy, inline validation, keyboard-friendly interactions, and terminology aligned to admin mental models. Prototyped interaction patterns, tested internally with admin teams, and refined until entry was significantly more intuitive and accurate.

Solution

The redesigned Batch Giving experience is faster, clearer, and far more reliable. Admins can now enter multiple offline gifts with fewer errors, clearer fund attribution, and a structured review step that prevents mismatched totals. Keyboard-first entry speeds up high-volume workflows, while improved hierarchy reduces cognitive load for occasional users. Overall, the new design cuts friction, reduces support tickets, and makes weekly reconciliation smoother for churches of all sizes.