Seed Company

A dashboard to help representatives send progress reports more easily and frequently.

Challenge

Seed Company accelerates Bible translation work by connecting local field partners worldwide with investors, resources, and training. Seed’s representatives send out impact reports created by field workers to keep investors up to date with how languages are progressing. These impact reports contain multiple languages, each of which has numerous sections that need to be filled, causing report updates to be seldom. Underbelly collaborated with Seed to create a dashboard tool for reps to quickly generate and send Impact Reports.

Approach

Seed’s reps have a lot of variables to juggle. Multiple investors, each of whom had 1-50 languages invested in; The progress of each language; How long it has been since an investor has received an update. We added Automatic Delivery to the dashboard, so representatives have one less thing to worry about and ensure that reports get sent more often. We set the frequency to send reports at the end of each quarter. This way, investors can see the progress as it develops instead of all at once.

To help reps manage their caseload, we created multiple methods to drill down into an investor to get a glimpse at crucial information. We laid out a high-level view of all investors in a rep’s caseload. Here, we included relevant information, such as the investor’s delivery method and a progress bar indicating the progress of the investor’s report. This view lets the reps quickly see which investor reports are close to being finished and which have a long way to go.

Since different sections in the report are more important than others, and because investors invest in a different number of languages, we opted for a fraction to show how many sections are complete and how many are left.

From here, reps can dig into the investor’s profile to gain more context into the report. Listed on this page are each language the investor invests in and how many sections are complete. A quick hover allows the rep to see specifics of which sections are complete and which are not. This quick glimpse lets the representative see if the missing information is vital to the report, allowing them to send out more frequent updates while covering essential points.

Designing for Print and Responsive

The design of the report was a unique problem to tackle. Currently, all Seeds reports are sent as PDFs or printed out and delivered. With this new system of sending reports, Seed wanted to add a webpage as an additional and primary way of viewing reports. However, they still wanted to download and print the document when needed. If you have ever printed a webpage, you know how poorly the web translates to a printed document. To solve this, we designed the report to fit a letter aspect ratio with a width of 1440p. Stacking these pages on top of each other gave the appearance that you were scrolling through a PDF - not ideal. We color-blocked specific pages to help break up the consistent height of color changes. This approach allowed us to have a design that looked good as both a PDF and stacked on a webpage.

Through some smart dev work, we improved the design even more by cutting out the empty space needed to fill a letter page while in the web view. Our devs were also able to force generate the PDF at 1440p, allowing the sections to be responsive without compromising the print and PDF document.

Outcome

Our partnership with Seed produced a tool for representatives that will help enable more consistent and effortless communication with investors. We’re excited about the launch and looking forward to adding additional features post MVP.

Credits

Zach Thesier
Product Designer
Taylor Powers
Project Manager
Reform Collective
Partner Agency

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