Ethos Tracking

The Situation

In 2021, Emily Kane Miller, founder, and CEO of a leading Social Impact firm Ethos Giving came to ATAK to create Ethos Tracking, the software platform she has dreamed of using herself while serving in previous roles such as VP of Philanthropy & Community Affairs, leading her organization's award-winning philanthropic efforts. As a CSR veteran, Emily understands excellent social impact takes hard work, passion, and expertise. She envisioned a more seamless approach to data collection and reporting and a better way of then demonstrating the many ways businesses, non-profits, foundations, and families are making an impact today. With Ethos Tracking, she wanted to build a solution that simplifies and amplify's the work being done across an organization.

Ethos Tracking is a Social Impact Platform made by social impact professionals, for social impact professionals. This platform gives leaders and teams the most focused and organized data they desire to be more effective, efficient, responsive, and strategic. Ethos Tracking offers best-in-class tracking, data management, and reporting with the goal to make more lasting, impactful, dynamic change in society.

Application Dashboard

The Strategy

This project started with 4 strategy sessions. We met with all key stakeholders to understand the route issues we were trying to solve for, and why Ethos Tracking, “the software,” is really needed. We did a bit of a competitor deep dive (SWOT), but we mainly focussed on who was going to use Ethos Tracking and where each user needed to interact with this software solution for Emily’s vision to really work. We created detailed specifications for each user and then did similar exercises for the administration experience.

The result of our strategy work was (1) a detailed feature set with wireframes, a roadmap so to speak, and (2) the ability to make a final decision on the appropriate technology stack for the application we were about to build. After careful consideration, including 3rd party software integrations, we decided to go with a modern Javascript (React) front-end and a PHP-based back-end framework.

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The Design & Development Process

From our Wireframes, ATAK’s UX design team went to work. All designs for each business type and all user types were designed over 90 days via Figma. The design work included every single screen the application required (and every variation for each user type) from the user dashboard, to intake form design, to reporting pages, search tools/filters, settings pages, and much more.

When all design work was completed we went into development, in stages, over 8 months, while meeting weekly with the Ethos Tracking team. Our development team worked on the front and back end simultaneously to deliver the MVP. When the MVP was ready, the ATAK and Ethos teams stress-tested the application, and launched the beta shortly after with key clients.

ATAK Interactive also designed and developed the Ethos Tracking website. We developed this website with Strapi, a headless content management system. The site speed scores are phenomenal.

Ethos Tracking is now live, and our broader community is benefiting from it. ATAK is working week over week, alongside the Ethos Tracking team, as we continuously improve the software. As the business grows and evolves we learn more and more about our user behavior and all of the types of giving users do. We continue to optimize, month over month, to maintain the positive reputation garnered thus far.

Our work includes:

• Web Application Discovery & Mapping
• Web Application Specification
• Web Application Design (Figma)
• Web Application Development (React + PHP)
• Website Design (Figma) + Headless Website Development (Strapi CMS)
• HubSpot Onboarding, Setup + Lead Capture Workflow
• Website Hosting, Support, and Management for all online assets

Application Dashboard

Examples of Giving We Track

List of Active Levers

Campaign Setup and Settings