Understanding Your Needs
City Union Mission — Kansas City's oldest and largest rescue mission (est. 1924) — operates a complex ecosystem of 17+ technology platforms spanning dual donor CRMs (Neon One, Virtuous), accounting (NetSuite), volunteer management (VOMO, VolunteerTracker), online giving (Qgiv, PayPal), direct mail (BDI/Brewer Direct), email marketing (Delivra, ViewSpark), program operations (MissionTracker — MSSQL Enterprise, 90 seats), wealth intelligence (Windfall), planned giving (Canopy), ACH processing (Commerce Bank), client feedback (Pulse), and fundraising agency (Pursuant/AGP).
With $19-23M in annual revenue, 50,000-70,000 deposits annually, and 60% of donations barcode-processed, your leadership team needs a unified intelligence platform that consolidates data from all systems into actionable executive-level metrics — eliminating manual reconciliation across disconnected platforms.
This proposal directly addresses all 58 requirements across 7 categories from your CRM RFP, the 5 must-pass workflows, and the specific concerns of each stakeholder.
58 Requirements — Full Coverage
Built for Your Decision Makers
We've studied each stakeholder's priorities, concerns, and evaluation lens
Kevin Gabriel — CFO / VP Finance
- Barcode processing workflow (60% of donations)
- FMV splits for events & auctions (IRS compliance)
- Food GIK → Balance Sheet + PPV, Non-Food → Income Statement
- DON#/BATCH#/DEPOSIT# sequence continuity from legacy
- Donation Item → NetSuite revenue account mapping
- Finance retains governance over donor categories
- Canopy planned giving: Beneficial Interest, Perpetual Interest
Mark Rondeau — VP Technology / CIO
- Real-time API architecture (not batch overnight)
- No per-seat licensing — flat pricing model
- Qgiv integration depth (not just surface-level)
- Open-source stack, no vendor lock-in
- PostgreSQL compatibility (matches existing stack)
- SOC 2 compliant hosting with 99.99% uptime SLA
Bill Snook — CEO
- Executive-level single pane of glass
- Board-ready exports (PDF/Excel)
- Document management & attachment visibility
- Mission impact metrics (bed nights, meals, programs)
- AI assistant for quick data queries
Bravis Brown — External Consultant
- Structured evaluation against all 58 requirements
- Clear timeline aligned with May 1 kickoff → Oct 1 go-live
- Transparent 5-year TCO vs. traditional CRM platforms
- 10-year data migration plan from Neon One + Virtuous
- Finance blackout period (Aug 3 – Sep 11) respected
Evaluation Criteria Alignment
Scored against the CRM Evaluation Matrix weighting
Fundraising Management (20 requirements)
Barcode processing, FMV splits, GIK (Food → BS + Non-Food → IS), Donation Item mapping, NCOA, sequence continuity, Commerce ACH, Canopy planned giving — all addressed
Donor Management (10 requirements)
Household linking, soft credits, major gift pipeline, grants, wealth screening (Windfall), communication history, BDI attribution preservation
Volunteer Management (6 requirements)
VOMO integration, hours by program, background checks, donor cross-reference, role assignments, self-service portal
Reporting & Analytics (6 requirements)
Executive KPIs, LYBUNT/SYBUNT, custom reports, board-ready exports, segmentation, AI-powered insights
Integration (6 requirements)
17 system connectors: NetSuite, Neon One, Virtuous, VOMO, Qgiv, PayPal, BDI, Delivra, ViewSpark, MissionTracker, Windfall, Pursuant, Canopy, Commerce ACH, Pulse, VolunteerTracker
Security & Governance (5 requirements)
RBAC, field-level security, audit trail, SOC 2, encryption at rest/transit, PingOne SSO compatible
Core Capabilities
Executive KPI Dashboard
Real-time metrics across fundraising, donors, volunteers, and finance. Revenue trends, campaign ROI, retention rates — all in one view.
10+ System Connectors
Secure API integrations with NetSuite, Qgiv, PayPal, BDI, Delivra, VOMO, MissionTracker, Windfall, and more. Real-time sync with health monitoring.
AI-Powered Intelligence
Natural language queries over all your data. Ask questions, get insights, and generate reports through conversational AI with full context awareness.
Financial Reconciliation
Complete DON#/BATCH#/DEPOSIT# traceability, GL fund tracking, GIK processing, exception management, and NetSuite reconciliation monitoring.
Volunteer Intelligence
Hours tracking by program, background check compliance monitoring, volunteer engagement trends, and cross-reference with donor records.
Security & Controls
Role-based access, field-level security, audit trail, SOC 2 compliant hosting, and nonprofit data privacy compliance.
Connected Systems
Every platform in your tech stack, unified under one dashboard
Implementation Timeline
Phase 1 — Discovery & Architecture
- Stakeholder interviews with CEO, CFO, CIO, and key process owners
- Map all 17 data sources: NetSuite, Neon One, Virtuous, VOMO, VolunteerTracker, Qgiv, PayPal, Commerce Bank ACH, BDI, Pursuant/AGP, Delivra, ViewSpark, MissionTracker (MSSQL), Windfall, Canopy, Pulse
- Define KPI hierarchy and executive reporting requirements
- Design connector architecture and data flow diagrams
- Security review and RBAC requirements mapping
- Establish deployment pipeline and staging environment
Phase 2 — Core Dashboard Build
- Executive overview with real-time KPI cards
- Fundraising analytics: revenue by channel, campaign ROI, BDI attribution tracking
- Donor analytics: segmentation, retention analysis, LYBUNT/SYBUNT views
- Financial reconciliation: NetSuite batch/deposit tracking, GL fund views, exception management
- Volunteer management: hours tracking, program metrics, background check compliance
- Board-ready export capabilities (PDF/Excel)
Phase 3 — Integrations & Connectors
- NetSuite bi-directional API connector (DON#/BATCH#/DEPOSIT# traceability)
- Neon One + Virtuous: 10-year data migration + ongoing bi-directional sync
- Qgiv deep integration (forms, events, peer-to-peer, recurring)
- Commerce Bank ACH payment ingestion + PayPal
- BDI/Pursuant direct mail data exchange with full attribution preservation (appeal/campaign/fund/source/package/segment)
- Delivra/ViewSpark outbound marketing sync
- VOMO + VolunteerTracker volunteer data integration
- MissionTracker MSSQL program data connector (90 seats)
- Windfall wealth intelligence feed
- Canopy planned giving sync (Beneficial Interest / Perpetual Interest)
- Pulse client feedback integration
Phase 4 — AI Agent & Intelligence Layer
- Natural language query interface over all connected data
- Automated insight generation and anomaly detection
- Donor reactivation scoring and recommendations
- Campaign performance predictions
- Custom report generation via conversational prompts
- Scheduled executive briefing emails with key metrics
Phase 5 — Testing, Training & Go-Live
- UAT with all stakeholder groups
- Role-based access control configuration
- Staff training sessions (admin + executive users)
- Data validation against NetSuite 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 & Architecture | $12,000 | — | $12,000 |
| Core Dashboard Development | $38,000 | — | $38,000 |
| Integration Connectors (17 systems) | $32,000 | $5,400 | $53,600 |
| AI Agent & Intelligence Layer | $24,000 | $3,600 | $38,400 |
| 10-Year Data Migration (Neon One + Virtuous) | $8,000 | — | $8,000 |
| Testing, Training & Deployment | $10,000 | — | $10,000 |
| Hosting & Infrastructure (Cloud) | $4,800 | $4,800 | $24,000 |
| Ongoing Support & Maintenance | — | $12,000 | $48,000 |
| Enhancements & Feature Updates | — | $8,400 | $33,600 |
| TOTAL | $128,800 | $34,200 | $265,600 |
8-Week Delivery
From kickoff to production go-live. Agile sprints with stakeholder demos at each milestone.
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