Automating and streamlining the donations process
Parkinson’s UK wanted a more robust and efficient method of managing Direct Debits. It has implemented PTX to modernise Direct Debit submissions. The cloud-based solution has saved time, improved efficiency and enhanced visibility over the collection process.
The Charity previously used installed and outdated software for collecting donations. “It was time-consuming to manage our Direct Debit processes and the solution offered limited visibility and reporting. Error management was another area that we wanted to improve,” says Mark Wootton, Senior Supporter Services Officer for Income Processing.
As a membership organisation, Parkinson’s UK’s donors are encouraged to use Direct Debit. It aids long-term support whilst remaining efficient to administer. It is also more cost effective than processing one-off donations.
Choosing a proven, intuitive solution
Parkinson’s UK has been a long-term customer of Bottomline Technologies. “We see Bottomline as a trusted technology partner,” adds Mark. As soon as the charity could see what The PTX Payments and Business Solutions Suite offered, it became a straightforward selection decision.
A critical factor for Parkinson’s UK was that PTX offered minimal disruption to the Supporter Services team during the implementation and go-live. Donna Riyani, Senior Supporter Services Officer for Inbound Contact says, “The transition process was very smooth. Training was straightforward as PTX is intuitive and easy-to-use. This also means we spend less time bringing any new users up to speed.”
On a weekly basis, Parkinson’s UK downloads details of any new instructions or cancellations from its fundraising and CRM system. This is uploaded to PTX where the Direct Debit data is verified and validated.
If there is an error, PTX makes it easy for the user to see exactly where the problem lies so the instruction can be updated before the file is submitted to Bacs thus avoiding costly rejection fees. It ensures that managing the Direct Debit lifecycle is as seamless as possible.
