01 / Tracking grant and donor documentation on a small staff
Step 1 · Where it starts
A simple document tracker where grant applications, reporting deadlines, and donor records live in one place instead of scattered folders.
Step 2 · What gets automated
The system watches every reporting deadline and starts a reminder early enough for a small staff to actually act, not the week a report is due.
Step 3 · The process it plugs into
When a grant report is due, the supporting documentation is already assembled instead of rebuilt under deadline pressure by one overloaded person.
Step 4 · SolaceSentry review
A named staff member signs off on every filing before it goes to a funder. Nothing is submitted automatically.
Step 5 · What leaves the system
A complete, on-time grant report, with a documented history of what was submitted and when.
Proof metric: Filings submitted on time, and grant dollars retained rather than jeopardized by a missed deadline.