Case Study: Plus Delta Partners digitizes fundraising workflows with Agyl by Germinate

Plus Delta Partners digitizes fundraising with Germinate, improving donor workflows in one platform

Plus Delta Partners, a provider of fundraising services for educational institutions, faced the challenge of productizing their intricate, human-delivered workshop formula into a scalable digital solution. Their existing process was highly personal and difficult to replicate, and the CRM systems their gift officers used only stored data without providing guidance. They enlisted the software development vendor Germinate to build Agyl, a web-based learning and workflow tool.

Germinate developed Agyl with a React front end for a visual experience, integrated it with CRM platforms like Salesforce, and utilized AI to help gift officers. The solution provided step-by-step guidance for preparing donor meetings and served as a personalized learning platform. This transformed Plus Delta Partners' business by digitizing their service, opening new revenue lines, improving their human-delivered services, and making their clients more productive.

Plus Delta Partners