Implementation Overview

Implementing ChangeUp is straightforward. Follow this outline to be on the right track. Breaking down the project into three phases: Planning, Integration, and Test & QA historically work well.

Checklist

Planning

The planning phase is critical to get all stakeholders on the same page, set expectations, and uncover any risks as early as possible:

• Define Teams - With enterprise partners, this typically involves CSR, Product, UX/UI, Engineering, Accounting, and Legal.

• Scoping Questions - Decide on topics that ChangeUp will provide before integration starts.

• Project Timeline - Refine the project timeline based on discovery during scoping questions.

Integration

This is where the hands-on work really starts. As long as planning has been completed, integration will go smoothly.

• Finalize UX/UI Design

• Plan for Downstream System

• Technical Implementation

Test & QA

ChangeUp widget(s) have been tested in the partner sandbox environment, and the flow of donations in internal partner systems is configured.

• Switch to Live Environment

• Confirm Data Transfer from Post Transaction

• QA and Launch 🚀

Technical Implementation

Following the framework above, the steps to going live in your application are:

1. Create a widget

2. Configure the widget with charities, donation type, and other settings

3. Copy Installation code

4. Copy into your app

5. Test & QA

6. Go live