Design study - An internal knowledge assistant for services and fundraising
Connecting service outcomes to nonprofit fundraising knowledge. Design study.
- Client
- Alpert Jewish Family Service
- Year
- Service
- Nonprofit AI, Knowledge retrieval, Donor intelligence
- Engagement
- Design study
The Challenge
Program resources, impact stories and donor information needed to be easier for staff to retrieve and use in communication.
The Approach
BeeNex proposed a staff assistant combining agency knowledge, impact stories, program outcomes and donor context. SharePoint, DonorPerfect and Excel were named inputs for research and reviewed communication drafts.
Capabilities
- Agency resource search
- Program/service protocols
- Impact-story retrieval
- Communication drafts
- DonorPerfect summaries
- Giving history
- Outcome-to-stewardship context
- Excel analysis
Workflow
- Retrieve agency information
- Find relevant outcomes/story
- Inspect donor context
- Draft communication
- Staff reviews sources and language
- Google Cloud
- SharePoint
- DonorPerfect
- Excel
- AI retrieval
Outcome
The proposed design links agency knowledge and service outcomes to donor stewardship. It demonstrates a nonprofit information architecture and reviewed drafting workflow.