1. Data fragmentation and duplicate risk Donor records spread across CRM, giving platform, spreadsheets, inboxes, staff memory
How would you rate your current state? AI-ready outcome: Canonical donor and household identity in HeartBeat with source lineage Maps to: Tier 1 / HeartBeat 2. System and subscription sprawl Bloomerang + spreadsheets + Mailchimp + a video tool + a manual note system
How would you rate your current state? AI-ready outcome: Connect → Consolidate → Replace; systems retired, not stacked Maps to: Connect motion 3. Relationship and institutional-memory gaps "Who owns this donor? What did we promise? What happened next?" lives in one person's head
How would you rate your current state? AI-ready outcome: Relationship intelligence, ownership, last meaningful contact, next step — in HeartBeat Maps to: HeartBeat + Pulse Companion 4. Reporting burden Board packet assembled manually the night before every meeting
How would you rate your current state? AI-ready outcome: Board Reporting Pulse generates a weekly view and assembles the packet in minutes Maps to: Board Reporting Pulse Pack 5. Current staff use of consumer and commercial AI Staff paste donor notes into ChatGPT to "summarize" before meetings
How would you rate your current state? AI-ready outcome: Pulse Companion uses approved HeartBeat context under declared purpose and least authority Maps to: Pulse Companion + Secure AI Gateway 6. Sensitivity and consent practices Prayer notes, family context, wealth indicators, life events in unsecured tools
How would you rate your current state? AI-ready outcome: Field-level sensitivity classification, role-based permissions, audit evidence Maps to: §6 control model 7. Connector and permission risks Many MCP connections, no authority layer above the connector
How would you rate your current state? AI-ready outcome: Secure AI Gateway exposes only approved tools, records every action Maps to: Crittora CAAB 8. Workflow readiness for automation Steward ships happen when someone remembers; follow-up is "we should probably call them"
How would you rate your current state? AI-ready outcome: Pulse Packs add triggers, assignments, deadlines, approvals, write-back Maps to: Pulse Packs 9. Systems that can be retired Lightweight donor CRM, DEP spreadsheets, manual notes, board-report assembly, grant trackers, simple video workflows
How would you rate your current state? AI-ready outcome: Displacement event in 30–60 days, not just another integration Maps to: Replace motion 10. First measurable Pulse Pack opportunity Pick a workflow with visible pain + repeatability + retirement potential
How would you rate your current state? AI-ready outcome: Highest-friction workflow with a visible result in 30–60 days Maps to: Pulse Pack roadmap Get My Readiness Score