AI Initiatives Platform
Empowering Community Impact Through Intelligent Automation
March 2026
CtiPath is an IT services and AI solutions company headquartered in Raleigh, NC, dedicated to helping organizations harness technology for measurable outcomes.
AI & Automation
Deep expertise in designing and deploying AI-powered platforms that automate workflows, generate content, and surface actionable insights.
Structured Methodology
Phased approach with clear milestones ensures manageable implementation, stakeholder alignment, and iterative improvement at every stage.
Measurable Outcomes
Every initiative is tied to clear KPIs so you can track ROI, demonstrate impact to stakeholders, and continuously optimize results.
"Create a mission-driven, cohesive and timely method through AI-assisted systems for UWIC to engage with donors, volunteers, and nonprofit partners."
Staff Efficiency
Automate repetitive tasks so the team can focus on mission-critical work and community relationships.
Data & Reporting
Centralized data collection and automated reporting for faster, more informed decision-making.
Community Impact
Share stories, increase awareness, and demonstrate measurable impact across Iredell County.
Forward-thinking: A scalable platform architecture potentially shareable with other agencies and United Ways.
Assessment
Definition
Planning
Implementation
Platform Architecture
Portal · Pathways · Tools · Governed Autonomy
Architecture Overview
Admin Portal
Central hub • Multi-tenant architecture • Secure authentication • Role-based access • Pathway management
Benchmark
Donor Journey
Media
Content
Reporting
Connected API
Edge NXT
API
Services
Delivery
- Central Hub - Single point of administration for all AI initiatives and platform configuration
- Multi-Tenant Architecture - Built for future expansion to other organizations or United Way chapters
- Role-Based Access - Fine-grained permissions ensure each user sees only what they need
- Pathway Management - Add, configure, monitor, and manage Pathways from one interface
- Secure Authentication - Enterprise-grade security with SSO capabilities
- Audit Logging - Complete activity tracking for compliance and accountability
A Pathway is an independently configurable feature area that handles a specific initiative. Pathways can be fully automated with AI, follow fixed rule-based steps, or combine both. You choose the right approach for each initiative. Each Pathway leverages shared Tools for external actions, and new Pathways can be added as UWIC's needs grow.
Badge / Benchmark
Achievement tracking & automated badge awards
Volunteer & Donor Journey
Automated communications & engagement flows
Social Media
AI-powered content creation & scheduling
Educational Content
Content organization, access & certification
Metrics & Reporting
Centralized dashboards & automated reports
Tools are shared connectors and services managed centrally. Any Pathway can leverage any Tool - configured once, used by many.
Hive / Get Connected API
Volunteer management, hours tracking, opportunity data, and badge system integration
Raisers Edge NXT
Donor management, giving history, constituent data, and campaign tracking
Facebook Graph API
Content publishing, scheduling, engagement metrics, and audience insights
Email / SMS Services
Transactional emails, campaign delivery, template management, and analytics
AI Content Generation
Natural language generation for social posts, emails, reports, and summaries
Content Delivery
Media storage, document management, and secure content distribution
Every AI action on the platform operates within a strict governance framework. AI is powerful, but it should only do what it's been authorized to do.
Bounded by Policy
Each Pathway defines exactly what its AI can and cannot do. AI operates only within its governed context and cannot reach beyond its boundaries.
Human in the Loop
Any Pathway can require human review and approval before AI actions are finalized. You decide where automation runs freely and where a person signs off.
Graceful Escalation
When AI encounters something unexpected or has low confidence, it routes to a human rather than guessing. The system knows when to ask for help.
Secure by Design
Your data is protected at every layer of the platform. Access is controlled, activity is tracked, and privacy is maintained throughout.
The Pathways
Feature Areas Designed for UWIC
- Custom Achievement Criteria - Go beyond just hours: multi-factor rules combining hours, agencies, consistency, and more
- Automated Monitoring - Continuous volunteer activity tracking through Hive API integration
- Automatic Badge Awards - Leverage Hive's native badge system for seamless recognition
- Admin Rule Builder - Intuitive interface for creating and managing achievement rules without code
- Activity Reporting - Track badge distribution, volunteer progress, and program effectiveness
- Notifications - Alert staff when badges are awarded and milestones are reached
Volunteer Journeys
- Automated emails triggered by activity and milestones
- Personalized messaging based on volunteer profile
- Surveys and feedback collection
- Thank you and recognition messages
Donor Journeys
- Welcome messages and thank you notes
- Category-specific outreach (Workplace Giving, Benefactor, De Tocqueville)
- Configurable schedules and templates
- Effectiveness tracking and analytics
Integration with notification preferences ensures communications respect individual opt-in/opt-out settings.
AI Content Generation
Automatically generate post suggestions from partner content, community feeds, and upcoming events. AI drafts are always reviewed before publishing.
Review & Approval Workflow
Content review queue ensures every post is approved by staff before it goes live. Edit, schedule, or reject with a single click.
Scheduling & Publishing
Visual content calendar with drag-and-drop scheduling. Facebook initially, with LinkedIn and other platforms planned for future expansion.
Performance Tracking
Track engagement metrics, reach, and post performance. Identify what content resonates most with your community audience.
Content Organization
Categorize links, documents, and videos for staff, agencies, and volunteers with intuitive tagging and search.
Media Submission
Volunteer story and media submission portal with built-in review and approval workflow for quality control.
Certificates
Automatic certificate generation for training completion, recognizing volunteer and staff development achievements.
Access Control
Role-based content visibility ensures the right audiences see the right materials - staff, agencies, or volunteers.
Integrations
Seamless integration with Hive for volunteer-facing content and UWIC website for public-facing educational materials.
Tracking
Monitor content consumption, completion rates, and engagement to continuously improve educational offerings.
Unified Dashboard
Key metrics and activity snapshots from every Pathway in one view. At-a-glance health of all AI initiatives.
Automated Reports
Scheduled report generation delivered to stakeholders. Board-ready summaries with minimal staff effort.
Data Visualization
Engagement trends, volunteer activity patterns, donor lifecycle analysis, and community impact metrics in clear visual formats.
Export & Share
Export data in multiple formats for grant applications, board presentations, and partner reporting needs.
Portal Experience
A Preview of What's Possible
Admin Dashboard
Dashboard
Pathway Status
Recent Activity
Badge / Benchmark Pathway
Badge / Benchmark Pathway
| Achievement | Criteria | Badge Level | Status | Awarded |
|---|---|---|---|---|
| Community Champion | 50+ hours across 3+ agencies | Gold | Active | 127 |
| First Step | Complete first volunteer shift | Bronze | Active | 482 |
| Dedication Award | 12 consecutive months active | Silver | Active | 89 |
| Impact Leader | 100+ hours in calendar year | Platinum | Active | 34 |
| Diversity Explorer | Volunteer at 5+ different agencies | Gold | Draft | - |
Recent Badge Awards
Volunteer & Donor Journey Pathway
Volunteer & Donor Journey Pathway
| Journey | Steps | Status | Metric |
|---|---|---|---|
| New Volunteer Welcome Series | 3 steps | Active | 89% completion |
| Monthly Engagement Check-in | Recurring | Active | 234 recipients |
| Annual Milestone Celebration | 5 steps | Active | 67% completion |
| Re-engagement Campaign | 4 steps | Draft | - |
Journey Preview: New Volunteer Welcome Series
Social Media Content Assistant
Social Media Content Assistant
Content Calendar - March 2026
AI-Generated Draft
Performance
Connected
Educational Content
Educational Content
Content Library
Media Submissions
Certificate Templates
Metrics & Reporting
Metrics & Reporting
Volunteer Engagement Trend
Communications Effectiveness
Badge Distribution
Admin Platform Foundation
Portal, authentication, multi-tenant architecture, role-based access, and core framework.
First Pathway Implementation
Build, test, and deploy the highest-priority Pathway based on UWIC's organizational needs.
Additional Pathways
Subsequent Pathways developed iteratively, each including testing, feedback, and refinement.
Pathways can be sequenced based on UWIC priorities. Each phase includes dedicated testing, stakeholder feedback, and iterative refinement.
Prioritize Pathways
Determine which Pathways deliver the most immediate value based on organizational needs and strategic goals.
Define Detailed Requirements
Collaborate on detailed requirements for the initial Pathway(s), including user stories, acceptance criteria, and integration specifications.
Develop Statement of Work
Formalize scope, timeline, deliverables, and investment into a detailed statement of work for mutual agreement.
Begin Implementation
Kick off Phase 1 with the platform foundation, followed by the first Pathway build and deployment.
Let's Build Something Meaningful Together
Alan Knox
aknox@ctipath.com
(919) 272-3534
CtiPath • 8480 Honeycutt Road, Suite 200 • Raleigh, NC 27615