Where does your organization actually stand?
Six questions. About three minutes. You'll get a scored snapshot across three areas -- efficiency, audit readiness, and AI governance -- plus where to start first.
How much of your team's week goes to manual, repetitive work?
Re-typing data between systems, copying info between tools, chasing down information that should already be somewhere.
Pillar 1 · EfficiencyWhen a new person joins your team, how do they learn the job?
Think about the most recent hire or volunteer. How did they actually get up to speed?
Pillar 1 · EfficiencyIf a funder, auditor, or regulator asked you to prove a key process was followed for the last 12 months -- how fast could you deliver the evidence?
Be honest. Same-day requires systems. Anything slower reveals gaps.
Pillar 2 · Audit ReadinessWhere do your most important operational records actually live?
Not where they're supposed to live -- where they really are right now.
Pillar 2 · Audit ReadinessWhich best describes how your team uses AI tools today?
ChatGPT, Claude, Copilot, built-in AI features in other software.
Pillar 3 · AI GovernanceIs there written clarity on what data can and cannot go into AI tools?
Client records, protected health info, financials, anything regulated.
Pillar 3 · AI GovernanceWe couldn't generate your results
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