Book a demo See the demo

Use cases · Funded programs

Funded programs

Not-for-profits & community programs

Grant-funded programs need to show the money went where it was meant to — including the IT.

The situation

How IT usually works in this setting

Community organisations run several funded programs side by side, often with volunteers and part-time staff, and report to funders on a fixed cycle.

What it costs you today

  • Reporting to a funder means assembling evidence from several disconnected places.
  • Volunteers need access that is granted quickly and removed the day they finish.
  • Hardware is donated, shared and passed around with no register.
  • Every dollar of overhead has to be defensible.

What the desk does about it

  • Programs separated, overhead shared — Each program can have its own reporting and its own records while sharing the same platform — no duplicate systems per grant.
  • Access that expires — Volunteer and short-term access is time-bound and reviewed, not left switched on.
  • Donated hardware, properly recorded — Assets are registered with the program they serve, so you can account for them at any point in their life.
  • Evidence on request — A funder's question about a period is answered from a report, not a search.
The walkthrough

“Which program paid for that laptop?”

A defensible answer before the acquittal report is due.

What we show you, in order

A community services coordinator, three funded programs

  1. Import the asset list and assign each item to a program.
  2. Give each program coordinator a scoped view of their own records.
  3. Run the asset-by-program report for the reporting period.
  4. Attach the report to the acquittal and keep the underlying records for the audit trail.
  5. Set a review date so the next report is not a scramble.

Why it lands

The reporting cycle takes an afternoon instead of a fortnight of emails.

The records used in this walkthrough are fictional, exactly like the sample screens elsewhere on this site. Real hospital and site coordinates are used for realism; real people are not.

What we can stand behind

  • Multiple programs or cost centres inside one platform, each reporting separately.
  • Role-based access that can be scoped to a program and time-limited.
  • Asset and licence register that stands up to a funder's question.
  • Full data export, so nothing is lost if funding or the relationship changes.

What we would need from you

  1. Your program list and who coordinates each one.
  2. The reporting dates and the format the funder expects.
  3. The asset register as it exists — even if it is a shoebox and a spreadsheet.
  4. Your volunteer onboarding and offboarding steps.
Nothing on this page is a quote. Configurations are agreed in writing before work starts, and every stage is a stop point you can decline.
Underneath

What every one of these has in common.

The configuration changes by sector. The platform underneath it does not: one record per request, service levels per team, and tenancy enforced on the server.

One request, everything attached to it

The same data model behind all eight situations — which is why a sector change is a configuration change rather than a new product.

RecordAI touchpoint
One ticket one timeline Asset & warranty the device, its owner, its life Person who asked, who is accountable Knowledge the fix, versioned, reusable SLA & OLA who owes what, by when Reporting the month, without a spreadsheet

Bring three real requests to a 20-minute demo.

We work them in your categories and your priorities, then run the isolation test. If it is not a fit, we will say so in the call.