Successful implementation of the Leaderboard Portlet Extension requires clear planning and collaboration with your Bonterra implementation team. From initial configuration decisions to testing and rollout, following the standard methodology helps prevent issues, avoids delays, and keeps your extension within scope. 

The following steps will guide you through the implementation process for this extension, from planning to post-implementation best practices. 

Pre-implementation planning

Step 1: Define your leaderboard goals

Decide if you want to highlight volunteer hours or monetary donations on the leaderboard. This selection impacts how contribution totals are calculated. 

Step 2: Choose leaderboard type

Select whether your leaderboard will showcase individual donors or teams. 

• Team leaderboards require accurate team data from your Human Resources (HR) feed. Click here to learn about the HR Feed Extension. 

Step 3: Specify qualifying proposal types

Determine which Proposal Types should count toward leaderboard totals.  

• For example, only include approved volunteer hours from specific programs. 

Step 4: Set the date range

For individual leaderboards, you can choose to use the current fiscal year or define a custom range within the past three years. Team leaderboards always reflect the current fiscal year. 

Step 5: Confirm internal resources

Assign a point of contact to collaborate with your Business Analyst and support User Acceptance Testing (UAT). 

Implementation process

Step 6: Discuss requirements with your Business Analyst

Meet with your Bonterra representative to confirm layout, tracking metrics, applicable proposals, and configuration preferences. 

Step 7: Finalize configuration and development

Bonterra configures the extension using the specifications you’ve provided. This includes orientation, naming, contribution type, and filtering logic. 

Step 8: Conduct UAT in the test environment

You’ll test the leaderboard in a non-production setting to verify data accuracy, layout, and logic.  

• Full sign-off is required before launch. 

Step 9: Launch in production

Once UAT is approved, the leaderboard is deployed to your live environment.  

• Any post-launch changes must be separately scoped and may incur additional costs. 

Post-implementation management

Step 10: Monitor visibility and data flows

Ensure that the leaderboard appears when expected. Confirm that contributions are being logged correctly and rankings are updating appropriately. 

Step 11: Review annually

Since only one change per calendar year is permitted, schedule an annual review to evaluate whether an update is needed for the next cycle. 

Step 12: Submit future change requests in advance

Coordinate with your Project Manager if you plan to adjust any functionality outside the original scope. Be mindful that some changes may affect cost and timing. 

By following this implementation guide, you’ll be well-positioned to activate and maintain the Leaderboard Portlet Extension successfully, driving engagement and recognizing the impact of your most dedicated contributors.