“Eighteen months in you change your developer? That’s not easy,” Ferlise said. But “working with Dualboot, on a scale of one to 10, has been a 10.”
Along with the donor pipeline feature, Ferlise envisioned a Dot Drives that would have a simple CRM and help users keep up with donor updates. Inside the app, users would be able to design and develop forms, take notes, accept donations, and set reminders. It was going to be a great all-in-one solution.
Dualboot took over in 2021 to tackle outstanding priorities. Many of the features were still in build-out stage. “They were in the most rudimentary stage of operations,” Ferlise said. “Dualboot came in and they understood where we wanted to go and began to build out the statement of work around that vision.”
With Dualboot, the Forms feature, a key piece of the platform, was developed, integrated with a payment processor, and made available to users. Only when that was accomplished in early 2022 did Ferlise really see Dot Drives as moving out of beta mode into a first version, fully launched.
Dot Drives gives its users the ability to create and customize donor forms. That’s a competitive differentiator. “A lot of times users have to go to a forms vendor or another outsourced provider to make that happen,” our project manager Karolyn Currence said.
“We built a feature within the platform to view, edit forms, and add logos.”
Along with bringing the much desired forms feature to completion, we created a consistency across the platform. In May 2022, we launched fresh Notes and revamped Reminders features. Doing so was simplified by our refactoring of the platform’s backend. “We went in and built in more efficiency in the way it was coded and structured,” Currence said.