Same automation. Four completely different workflows.
Tuesday you saw the code. Today you see how real team members actually use it. Grant writers extract requirements. EDs review strategy. Program managers provide evidence. Finance leads validate budgets.
Team Workflows
Grant Writer
8 hours → 90 min per proposal
Before
After
"I finally have time to make proposals compelling, not just compliant."
— Grant Writer, 7 years nonprofit fundraising
How Roles Work Together Through the System
Watch how four team members collaborate on one high-stakes proposal without endless meetings.
Federal grant for youth mental health program - $500K over 3 years
Four people, four days, zero meetings. The system routed work to the right person at the right time.
Practice-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Proposals/Month | 3-4 proposals | 8-10 proposals | +150% |
| Win Rate | 28% funded | 47% funded | +68% |
| Staff Overtime | 12 hrs/week avg | 2 hrs/week avg | -83% |
| Missed Requirements | 15% of proposals | 0% of proposals | 100% |
Getting Your Team On Board
Grant writers think AI will make proposals generic and soulless
Show side-by-side: AI handles compliance matrix, writers add compelling stories. 'You write the heart, AI handles the checklist.'
Writers see they spend 80% of time on storytelling vs 20% before. Buy-in happens fast.
Executive Director worried about losing control over messaging
Demo the approval dashboard: ED sees every proposal before submission, with AI flagging strategic misalignment early.
ED realizes they catch issues in 20 minutes vs 3 hours of reading. Control increases, time decreases.
Program managers don't want to be bothered with 'more grant stuff'
Show before/after: vague requests ('need program data') vs specific questions ('3-year anxiety reduction rates, ages 13-17').
Program managers appreciate clarity. They answer questions faster because they know exactly what's needed.
Finance lead concerned AI will mess up budget math
Run parallel for 2 weeks: manual budgets + AI budgets. AI catches 3 math errors humans missed.
Finance lead becomes biggest advocate. Trust built through accuracy data.
Board worried about upfront investment with uncertain ROI
Calculate: 50 hours saved/month × $45/hour = $2,250/month = $27K/year. System pays for itself in 2 months.
Show monthly savings chart. Board approves unanimously.