January 5, 2026

Purdys Chocolatier

Fundraising & Group Savings

reimagining major revenue programs without changing the business behind them

When Purdys decided to re-platform their Fundraising and Group Savings programs, they weren’t looking for a facelift — they needed a fundamental rethink. We helped redefine how digital could support volunteer-driven fundraising and workplace group buying, simplifying program management, elevating team engagement, and uncovering new strategic opportunities buried deep within their operations.

turning complexity into clarity — without altering how the programs run

Purdys runs two of the most beloved community programs in Canada, but years of incremental growth had made them harder to manage, harder to navigate, and harder to scale. We dove into the philosophy, operations, and lived realities of both Fundraisers and Group Buyers — uncovering the emotional, logistical, and motivational forces that actually drive these programs. Through extensive interviews, rigorous debate, and collaborative strategic framing with the Purdys team, we reshaped both experiences into models that simplify decision-making, reduce volunteer burden, and amplify community impact. The result: a clearer, more intuitive future for two programs that fuel Purdys’ business.

the problem we aimed to solve

two programs, two user groups, one increasingly complicated experience

Fundraising organizers and Group Savings leaders depended on Purdys’ programs — but the tools they used weren’t keeping up. Volunteers were overwhelmed, leaders had no visibility, participants struggled to stay engaged, and key moments in the journey were shaped more by operational gaps than by intentional experience design. Purdys needed clarity on the real problems, the real motivations, and the real opportunities hidden inside the program logistics.

As we examined both programs end-to-end, it became clear that the underlying issue wasn’t digital at all — it was conceptual. Fundraisers aren’t administrators; they’re volunteers with limited time and emotional bandwidth. Group Buyers act more like micro-distributors than shoppers. Both work within Purdys’ operational constraints around cut-offs, production windows, and distribution timelines. A new platform couldn’t just “look modern.” It had to align human behavior with operational reality while strengthening Purdys’ relationship with its communities.

phase one
experience discovery & strategic alignment

We kicked off with a deep immersion into Purdys’ business, programs, culture, and operational constraints. Through interviews, stakeholder workshops, program mapping, and competitive analysis, we uncovered the behavioural, motivational, and logistical gaps undermining the existing experience. This phase aligned every department — product, marketing, customer service, operations — around a shared understanding of the problems worth solving.

Stakeholder interviews

Program ecosystem mapping

Persona & motivation modelling

Operational workflow analysis

Opportunity identification framework

phase two
Problems worth solving & experience principles

With clarity around user realities and business constraints, we synthesized insights into a structured set of problems worth solving across both programs. We defined experience principles centred on reducing cognitive load, strengthening community, surfacing progress, and aligning the digital experience with Purdys’ operational engine. This became the backbone for every future decision.

Insights synthesis

Problems Worth Solving Framework

Fundraising & Group Savings differentiation model

Experience principles

North-star direction definition

phase three
Concept modelling & prototype exploration

We developed multiple conceptual models for how the next-generation platform could function — from motivation systems and onboarding flows to team management and order visibility. These concepts reframed the entire digital approach to these programs.

Wireframes & interactive prototypes

Motivation & gamification frameworks

Usability testing

User testing & validation

Refined experience model

Program behaviour recommendations

Visual design and design system

phase four

the solution we came up with

A unified yet differentiated experience strategy that modernizes both programs, reduces volunteer burden, and strengthens the community impact that makes Purdys loved across Canada.

We created a strategy that reimagines Fundraising and Group Savings as two distinct journeys supported by a single, consistent platform foundation. The experience emphasizes visibility, momentum, purpose, and accountability — giving leaders clearer tools, participants simpler paths, and Purdys a stronger operational backbone. It transforms these programs from transactional ordering flows into community-building engines that honour Purdys’ mission, identity, and operational reality.

experience intent
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We aligned insights with Purdys’ internal capabilities to create a grounded, phased roadmap for bringing the new platform to life — one that modernizes the experience while honouring the core of how the business operates.

Client Name
Title , Company Name
a pretty big win, no matter how you count it...  

78

%
increase in daily traffic

78

%
increase in daily traffic

78

%
increase in daily traffic

78

%
increase in daily traffic

We aligned insights with Purdys’ internal capabilities to create a grounded, phased roadmap for bringing the new platform to life — one that modernizes the experience while honouring the core of how the business operates.

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