Sample Audit PDF
A fictional sample report showing how findings, risks, recommendations, and next steps may be organized.
Open PDFData Readiness Scorecard
A sample visual scorecard for completeness, consistency, KPI clarity, dashboard readiness, and AI-readiness.
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Dashboard Mockup
A fictional nonprofit operations dashboard mockup built with sample, non-client data.
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KPI Map
A sample map connecting data sources, fields, KPIs, dashboard questions, and action owners.
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AI Readiness Checklist
A cautious checklist for document quality, permissions, privacy sensitivity, and RAG suitability.
Review checklistAutomation Opportunity List
A sample list of manual reporting tasks that may be candidates for spreadsheet, SQL, or dashboard automation.
Review list
Sample Checklist
AI Readiness Checklist
Documents have clear titles, dates, owners, and version history.
Sensitive personal, health, student, or financial content is identified before any AI planning.
Policies, reports, and manuals are available in searchable text formats.
Source documents have permission rules and access boundaries.
Expected assistant questions are grounded in approved source documents.
Assistant scope is limited, reviewed, and tested with non-sensitive or approved sample content.
Automation Opportunity List
Monthly board report assembly
Replace manual copy/paste with a reviewed data extract and dashboard export.
Duplicate donor or member cleanup
Create repeatable matching rules and a monthly exception review.
Attendance or appointment no-show summary
Standardize fields and build a simple trend report.
Grant or program outcome reporting
Map required metrics to source fields and flag missing values early.