Implementation & Pilot Conversion

• 60-minute kickoff with your executive sponsor and operating lead.
• Confirm scope, geographies, sectors, and success metrics.
• Provision your tenant-isolated workspace.

• Your inputs: organization profile, programs, priority geographies, priority populations.
• Optional inputs: current funder list, existing pipeline, CHNA priorities (hospitals), assessment area (banks).
• CIFIS side: verify and load your inputs; confirm coverage in your geographies.

• Invite users and set roles.
• Guided walkthrough of CAPS Lite, Funder Intelligence, Opportunity Radar, Ask CIFIS, and Saved Pipeline.
• Configure notifications and pipeline stages.

• First funder shortlist and opportunity match set.
• First readiness diagnostic and remediation plan.
• First intelligence briefing (if scoped).

• Monthly or quarterly check-ins depending on band.
• Freshness monitoring; aging records surfaced for review.
• Roadmap input.

• You: designate an operating lead, provide inputs on time, use the platform actively.
• CIFIS: workspace, data verification, onboarding, support, and roadmap responsiveness.

Pilot organizations receive a 30-day paid-transition window at the end of the pilot period. See Pilot Program Terms. If you convert during the Founding Customer window, the 50% discount described on the Pricing page applies and locks for three years.

Request a demo or email info@cifis.org.