Existing assistant; expansion designed - Grant knowledge that staff can trace and reuse

The Challenge

Grant history and supporting information were distributed across donor, document, spreadsheet and grant-management systems, with most lifecycle work concentrated in one staff role.

The Approach

Bankie's existing donor-information assistant formed the foundation for a proposed grant-intelligence layer. The expansion connects source-linked history, configurable lookback, form assistance and explicit handling of missing or conflicting information.

Capabilities

• Existing DonorPerfect retrieval
• Historical grant search
• Source links
• Word/Excel form assistance
• Drafting profiles
• Configurable historical lookback
• Outcome spreadsheet access
• Missing/conflicting-information identification
• Human verification and submission

Workflow

1. Ask a grant question
2. Retrieve approved history and donor data
3. Trace original source
4. Assemble suggested answer or form draft
5. Flag gaps/conflicts
6. Staff verifies and submits

Engagement Outcome

The existing assistant provides the starting point for a source-backed grant workflow. The v2 design defines historical retrieval, form assistance and staff review without presenting the expansion as completed deployment.

Scope in the record