Phase 2 Scope — What We're Building
With your Phase 1 CRM handling the 56 must-have requirements and 5 must-pass workflows, Phase 2 is where the real intelligence layer gets built. Your RFP explicitly deferred two requirements to Phase 2 — DM-05 (Pledge tracking with automated reminders) and FM-19 (Full pledge work process) — and identified the need for advanced executive analytics that goes beyond what any off-the-shelf CRM provides.
We build the executive intelligence platform that sits on top of your Phase 1 CRM, connecting it with NetSuite, BDI, Windfall, Canopy, and all source systems to deliver real-time C-suite visibility, AI-powered insights, and the complete pledge management system that Kevin Gabriel requires before going live.
This is not a CRM replacement — it's the analytics, pledge management, and AI layer that makes your Phase 1 CRM investment dramatically more valuable.
Phase 2 Deliverables
Built for Your Decision Makers
Phase 2 addresses the specific concerns each stakeholder raised that go beyond Phase 1 CRM scope
Kevin Gabriel — CFO / VP Finance
- FM-19: Full pledge process scoped before implementation (his explicit requirement)
- DM-05: Pledge tracking with automated reminders — built his way
- Pledge revenue recognition timing aligned with finance policy
- Pledge writeoff workflow with finance approval gates
- Executive visibility into NetSuite reconciliation status
- Finance governance dashboard — donor category oversight
- Canopy planned giving: Beneficial Interest, Perpetual Interest views
Mark Rondeau — VP Technology / CIO
- Read-only connectors to Phase 1 CRM — no data duplication risk
- Real-time API architecture (webhook-driven, not batch overnight)
- No per-seat licensing — flat pricing model
- Open-source stack, no vendor lock-in, PostgreSQL compatible
- SOC 2 compliant hosting with 99.99% uptime SLA
- Clean separation from Phase 1 CRM — no interference
Bill Snook — CEO
- Executive-level single pane of glass across all systems
- Board-ready exports (PDF/Excel)
- Mission impact metrics (bed nights, meals, programs)
- AI assistant for instant data queries
- Pledge pipeline visibility for board reporting
Bravis Brown — External Consultant
- Clean scope separation from Phase 1 CRM vendor
- Phase 2 items (DM-05, FM-19) fully addressed
- Transparent 5-year TCO — complementary to Phase 1 spend
- 8-week delivery timeline with demo milestones
- Finance blackout period (Aug 3 – Sep 11) respected
Phase 2 Capability Alignment
How our Phase 2 platform complements and extends the Phase 1 CRM
Pledge Management (DM-05 + FM-19)
Full pledge lifecycle: creation, reminders, fulfillment tracking, revenue recognition, writeoffs, finance approval gates, NetSuite journal entries — the complete process Kevin Gabriel demanded before implementation
Executive Analytics & Reporting (RA-01–06)
Real-time KPI dashboard, LYBUNT/SYBUNT predictive analytics, custom report builder, board-ready exports, donor segmentation, campaign ROI tracking
AI Intelligence Layer
Natural language queries across all connected data, automated anomaly detection, donor reactivation scoring, pledge fulfillment risk prediction, executive briefing generation
Data Integration (Read Connectors)
Read connectors to Phase 1 CRM, NetSuite, BDI, Qgiv, Windfall, Canopy, VOMO, MissionTracker — unified data layer without data duplication
Financial Visibility
NetSuite reconciliation monitoring, batch/deposit tracking, GIK views, FMV compliance tracking, sequence continuity verification — real-time finance oversight
Security & Governance
RBAC, field-level security, audit trail, SOC 2 compliant, PingOne SSO compatible, read-only connectors minimize attack surface
Phase 2 Capabilities
Pledge Management System
DM-05 + FM-19 delivered. Full lifecycle: creation, automated reminders, fulfillment tracking, revenue recognition, writeoffs, and finance approval gates.
Executive KPI Dashboard
Real-time metrics across fundraising, donors, volunteers, and finance — pulling from your Phase 1 CRM and all source systems.
AI-Powered Intelligence
Natural language queries, predictive LYBUNT/SYBUNT, pledge risk scoring, anomaly detection, and automated executive briefings.
Read Connectors
Secure read-only integrations with Phase 1 CRM, NetSuite, BDI, Qgiv, Windfall, Canopy, VOMO, MissionTracker — unified data layer.
Advanced Analytics
Donor retention predictions, campaign ROI analysis, volunteer-donor cross-reference, wealth intelligence views, and board-ready exports.
Security & Controls
RBAC, field-level security, audit trail, SOC 2 hosting. Read-only connectors minimize attack surface — no write risk to Phase 1 CRM.
Data Sources (Read Connectors)
Phase 2 pulls data from your Phase 1 CRM and key source systems — read-only, no interference
Implementation Timeline
Step 1 — Discovery & Integration Mapping
- Stakeholder interviews with CEO, CFO, CIO, and key process owners
- Assess Phase 1 CRM deployment and available APIs/data feeds
- Map read connectors to Phase 1 CRM, NetSuite, BDI, Qgiv, Windfall, Canopy, VOMO, MissionTracker
- Define KPI hierarchy and executive reporting requirements
- Design pledge management workflow with Kevin Gabriel (FM-19 full process scoping)
- Security review, RBAC requirements, and deployment environment setup
Step 2 — Executive Dashboard Build
- Executive overview with real-time KPI cards (pulling from Phase 1 CRM)
- Fundraising analytics: revenue by channel, campaign ROI, BDI attribution tracking
- Donor analytics: segmentation, retention analysis, LYBUNT/SYBUNT predictive views
- Financial reconciliation views: NetSuite batch/deposit tracking, GL fund views, exception monitoring
- Volunteer management views: hours tracking, program metrics, background check compliance
- Board-ready export capabilities (PDF/Excel)
Step 3 — Pledge Management System (DM-05 + FM-19)
- Pledge creation, modification, and lifecycle management (DM-05)
- Automated pledge reminders with configurable cadence and templates
- Pledge fulfillment tracking vs. actual giving with variance reporting
- Pledge revenue recognition timing aligned with finance policy
- Pledge writeoff workflow with approval gates (FM-19 process controls)
- NetSuite integration for pledge-related journal entries and GL impact
- Pledge reporting: outstanding, fulfilled, lapsed, by donor segment
Step 4 — AI Agent & Intelligence Layer
- Natural language query interface over all connected data
- Automated insight generation and anomaly detection
- Donor reactivation scoring and LYBUNT/SYBUNT predictions
- Pledge fulfillment risk scoring (AI-powered lapse prediction)
- Custom report generation via conversational prompts
- Scheduled executive briefing emails with key metrics
Step 5 — Testing, Training & Go-Live
- UAT with all stakeholder groups — especially Finance on pledge workflows
- Role-based access control configuration
- Staff training sessions (admin + executive users + pledge managers)
- Data validation against NetSuite and Phase 1 CRM source of truth
- Performance optimization and load testing
- Production deployment and monitoring setup
Investment Summary
Transparent pricing with full 5-year TCO visibility
| Cost Category | Year 1 | Annual (Yr 2+) | 5-Year TCO |
|---|---|---|---|
| Discovery & Integration Mapping | $10,000 | — | $10,000 |
| Executive Dashboard Development | $34,000 | — | $34,000 |
| Pledge Management System (DM-05 + FM-19) | $28,000 | — | $28,000 |
| Read Connectors (Phase 1 CRM + NetSuite + 6 systems) | $22,000 | $4,200 | $38,800 |
| AI Agent & Intelligence Layer | $24,000 | $3,600 | $38,400 |
| Testing, Training & Deployment | $10,000 | — | $10,000 |
| Hosting & Infrastructure (Cloud) | $4,800 | $4,800 | $24,000 |
| Ongoing Support & Maintenance | — | $10,800 | $43,200 |
| Enhancements & Feature Updates | — | $7,200 | $28,800 |
| TOTAL | $132,800 | $30,600 | $255,200 |
8-Week Delivery
From Phase 2 kickoff to production. Agile sprints with stakeholder demos. Pledge system + dashboard + AI.
No Per-User Licensing
Flat pricing. Unlimited users. No token-based billing. Simple and predictable costs.
Full Source Ownership
You own the code. No vendor lock-in. Built on open-source Next.js — portable and extensible.
Technology Stack
Why OVT
Ready to See It in Action?
The live dashboard demo is built and running. Explore the full executive experience with real metrics mapped to City Union Mission's actual data structure.
Launch Dashboard Demo