Highlights from our 2021 Boundless Solutions Product Roadmap webinar include: • Enhanced activity tracking with Motion 2.0 • Usability enhancements with an updated look & feel • New features in the Mobile App 7.0 Upgrade • And even a new module called Boundless Community™!

1. © 2021 Charity Dynamics – Confidential & Proprietary
2021 PRODUCT ROADMAP
February 9, 2021

2. TODAY’S AGENDA
 Introductions
 Customer Care Team
 Charity Dynamics Update
 Product Roadmap

3. MEET
Kathy Kempff
CEO
Brenda Miele
Sr. UX Director
Meghan Dankovich
VP of Customer Care
& Strategy
Andy Udovich
Sr. Director Product
& Engineering
PRODUCT LEADERSHIP TEAM

4. MEET
Karla Castillo
Customer Care Team Lead
Roy Gutierrez
Product Support Analyst
Brenda Martinez
Product Support Analyst
Chay Bell
Product Support Analyst
CUSTOMER CARE TEAM

5. MEET
Brenda Castillo
QA Analyst
David Pruitt
Technical Operations
Analyst
PRODUCT TECHNICAL TEAM

6. CUSTOMER CARE TEAM FOCUS
• Deploy new apps, upgrades, and updates
• Provide Monday-Friday support to end users and
client contacts
• Ensure on-going back-end product maintenance
• Confirm product and UX quality

7. CHARITY DYNAMICS UPDATES

8. Charity Dynamics seeks to create long-term value to our clients
by investing in these three key areas of focus:
THE ROAD TO 2025
Product Solutions
Going Beyond P2P
Innovation

9. BOUNDLESS SOLUTIONS®
Boundless Fundraising®
• Mobile
• Tablet
• Social
Boundless Life®
Boundless Motion®
Boundless Community®
Boundless Check Deposit®
• Participant
• Admin
Suite of products include:

10. PLATFORM INTEGRATIONS
Boundless Fundraising
> Mobile, Tablet, Social
Boundless Check Deposit
Boundless Motion
Boundless Community
Integrations to P2P platforms serving enterprise nonprofits
Boundless Fundraising
> Mobile, Tablet
Boundless Check Deposit
Boundless Motion +
Activity Integration
Boundless Community
Boundless Fundraising
> Mobile, Tablet, Social
Boundless Check Deposit
Boundless Motion +
Activity Integration
Boundless Community
Boundless Fundraising
> Mobile, Tablet
Boundless Check Deposit
Boundless Motion
Boundless Community

11. PRODUCT ROADMAP

12. PRODUCT STRATEGY
1. Increase Participant Engagement
2. Increase Fundraising Impact
3. Client Enablement
4. Expand Mobile Apps Beyond P2P

13. 2021 PRODUCT ROADMAP
Boundless Solutions Admin Portal
Boundless Motion 2.0
Usability App Enhancements
Boundless Community®
Infrastructure Upgrade
7.0 Mobile App Upgrade
Native app Development & UI Redesign
Boundless Life®
Q1
Q2
Q3
Q4

14. 2021 PRODUCT ROADMAP
Boundless Solutions Admin Portal
Boundless Motion 2.0
Usability App Enhancements
Boundless Community®
Infrastructure Upgrade
7.0 Mobile App Upgrade
Native app Development & UI Redesign
Boundless Life®
Q1
Q2
Q3
Q4

15. • Mobile App CMS platform enabling clients to manage
app content without an app update including:
• Message content
• Push notifications
• Badges
• Announcements
• Sponsor logos
• Stories
• Recognitions
BOUNDLESS SOLUTIONS® ADMIN PORTAL

16. • Boundless Motion activity reports
• Activity by Participant
• Activity by Team
• Activity by Event
• Activity Challenges Detail
• Activity Challenges Summary
• Boundless Fundraising dashboard reports
• DonorDrive
• Revenue Summary
• Revenue by Product
• Revenue by Source Code
• Luminate Online
• Fundraising Dashboard
• Push Notification reports
• Participant/Cons ID, Event ID and push notification message and
date/time stamp
• Open and click through report
• App Usage reports
• Participant/Cons ID and Event ID the app is being used for
BOUNDLESS SOLUTIONS® REPORTING

17. • Included with your product license are 2 Admin Seats to the
Boundless Solutions Admin Portal with full support access to our
Customer Care Team
• We recommend that affiliated organization allocate these seats to
National Staff
• Additional Admin Seats with Customer Care access can be added
to license agreements through a Change Order for $1,000/year
• Customer Care enabled Admin Accounts will require attending a
training webinar before being granted Admin Portal access
• Admins can create additional administrators with equal
permissions
• Event program level or event level
• Analysis, Viewer, Editor or Publisher
ADMIN PORTAL ENABLEMENT

18. BOUNDLESS SOLUTIONS® ADMIN PORTAL

19. BOUNDLESS SOLUTIONS® ADMIN PORTAL

20. BOUNDLESS SOLUTIONS® ADMIN PORTAL

21. BOUNDLESS SOLUTIONS® ADMIN PORTAL

22. BOUNDLESS MOTION® 2.0
• Navigation
– Re-sync data move into Get Active
– Ability to see Activity even though activity tracking is closed
• Activity Recording
– Enhance logic to incorporate both pedometer + GPS location
resulting in more accurate tracking
– Ability to enable/disable activity recording in app
• Teams
– Ability to Cheers your teammate based on challenges completed
– Ability for participants to get notifications in-app for Cheers
• Fitbit Integration

23. BOUNDLESS MOTION® CHALLENGES
• Additional Challenge Types
– Challenges can now be date-based vs ever-green
– Configuration option for challenges to be default opt-in or users
can opt-in/out
– Ability to configure challenges by event program or event
• Increase fundraising impact
– Increased social sharing with challenges joined and completed
• UX Improvements
– Highlight of Challenges joined and completed on homepage
– Re-designed Challenges interface to be more interactive
– Additional challenge information when clicking on a challenge

27. 2021 PRODUCT ROADMAP
Boundless Solutions Admin Portal
Boundless Motion 2.0
Usability App Enhancements
Boundless Community®
Infrastructure Upgrade
7.0 Mobile App Upgrade
Native app Development & UI Redesign
Boundless Life®
Q1
Q2
Q3
Q4

28. USABILITY ENHANCEMENTS
• Improved login functionality with facial
recognition and touch options
• Consistent spacing, text sizing, wrapping
• Improved iconography and navigation

29. MOBILE HOMEPAGE
• Guided Fundraising
• What to do Next as first CTA
• Fundraising progress tile
• Easier navigation to update page, ask
for donations and/or deposit checks
(if applicable
• Participant Recognitions
• Fundraising leaderboards
• My Achievements
• View upcoming badges not yet earned
• View both Badges & Challenges
• Interactive Badges with CTA

30. MOBILE HOMEPAGE
• Stories
• Inspire, motivate and connect with
participants – ex: patient stories, survivor
stories, fundraiser spotlights
• Video/image, rich text editor
• View other participants rating through
“Likes”
• Social Gallery integration
• Corporate Sponsors
• Adding Presenting sponsor tier + National +
Local
• Interactive sponsor logo with video/image,
rich text editor and CTA option

31. NEW BADGE DESIGNS

32. • Create a mobile forum for participants to
connect with other participants to maximize
engagement within our virtual or hybrid
event
• Allow participants to connect with other like-
minded participants across the event
program or event, team or direct message
another participant
BOUNDLESS COMMUNITY®
Boundless Fundraising
Add-on License

33. BOUNDLESS COMMUNITY®
• Privacy configuration for users to opt-in to the community and
decide what’s public and what information is shared
• Ability for administrators to monitor community interaction and
remove posts
• Artificial intelligence to manage offensive messages
• Participants can create topics within a segment for others to
interact with OR they can direct message another participant
• Users can comment on existing posts using text, emojis, images
or video or in a more passive way such as likes

35. 2021 PRODUCT ROADMAP
Boundless Solutions Admin Portal
Boundless Motion 2.0
Usability App Enhancements
Boundless Community®
Infrastructure Upgrade
7.0 Mobile App Upgrade
Native app Development & UI Redesign
Boundless Life®
Q1
Q2
Q3
Q4

36. • Infrastructure Upgrade
• Backend updates to improve performance
and security
• Updates required for new OS versions, API
changes, SDK and Plugins
• 7.0 Mobile App Upgrade
• Upgrade mobile apps to version 7.0 which
would include all Q1-Q3 features and
enhancements
Q3 PRODUCT ROADMAP

37. 2021 PRODUCT ROADMAP
Boundless Solutions Admin Portal
Boundless Motion 2.0
Usability App Enhancements
Boundless Community®
Infrastructure Upgrade
7.0 Mobile App Upgrade
Native app Development & UI Redesign
Boundless Life®
Q1
Q2
Q3
Q4

39. BOUNDLESS LIFE®
• Mobile app solution for health-based
nonprofit organizations to provide
constituents with a platform promote
healthy lifestyles through
• Activity tracking
• Building mobile communities
• Providing them mission-based content to
educate, motivate and inspire constituents
to lead healthier lives
• Engaging UX taking full advantage of native
mobile app technology

41. EARLY ADOPTER PROGRAM
• Looking for health-based clients interested in our
Early Adopter Program (EAP) to validate features,
requirements and design approach
• Special pricing will be extended for EAP clients
• We have 4 remaining slots for clients in our EAP
• If interested, please email us at
info@charitydynamics.com

42. WHAT’S NEXT?

43. • March
• Clients using the Admin Portal in our Beta program will be
enabled as early adopters
• April
• Admin Portal training will be made available to clients and
will be given access on a rolling schedule throughout the
month
• April – June
• Some mobile apps will be upgraded to pre-release of 7.0
based on new licenses being added and app updates that
are required
• July - August
• All Mobile apps will be upgraded to release 7.0 for the fall
event season
NEXT STEPS

44. QUESTIONS?