Optimize the current process
Clarify ownership, remove unnecessary checks, and document the steps before changing technology.
The System Tax
Map one workflow in about five minutes. Score the exports, rechecks, waiting and single-person dependencies between your systems.
You do not need perfect data. Answer for a typical month. Four short steps ask how information moves between your systems, who rechecks it, how long it waits, and who carries the knowledge.
Your result includes a friction band, the top friction points, a one-page summary you can print for your board, and the path we suggest exploring first. It is an operating diagnostic, not an industry benchmark or a savings guarantee.
Describe the process, not the people in the data. Do not enter donor names, personal information, account numbers, or passwords.
Step 1 of 4
The details you type stay in this browser tab. We record anonymous usage analytics (which step you reached and category-level results, never names or system labels), and nothing else is sent unless you request an email copy of your result.
stratuslive.com/ignite/handoff-map ·
Your System Tax result
Systems touched
Manual handoffs / month
Rechecks / month
Est. manual hours / month
Estimates use only the ranges and frequency you entered. They are not measured savings or an industry benchmark.
All three are legitimate. We marked the one worth exploring first.
Clarify ownership, remove unnecessary checks, and document the steps before changing technology.
Automate the most repetitive transfers, define the system of record, and keep approval points clear.
Inventory the data, protect the workflows that cannot stop, agree early on who decides, and ask any vendor to prove it can run your workflows before you commit.
Your System Tax result is on the way.
Check your inbox. Your result also stays right here. The fastest next step is to bring this workflow to a 30-minute working session.
Bring my workflowThirty minutes, live in Ignite, built around the workflow you just mapped. We work it through with you and tell you whether Ignite fits it, including where it does not.
Your workflow and role prefill the booking form.
The map is deterministic. The same answers always produce the same result. No AI is involved and nothing inspects your systems. A handoff counts as manual when you said it moves by export, re-entry, spreadsheet, or email. The per-month numbers are those counts times your runs per month. Your time range becomes a midpoint value (for example, "15 to 30 minutes" counts as 22.5 minutes). "Not sure" answers never count as manual work; they show up as evidence gaps, and enough of them can nudge the friction label upward.
The friction label.
The suggested path. "Prepare to replace" comes first when a project is within 12 months, or when high-priority friction, five or more systems, and three or more manual handoffs stack up. "Connect the systems" comes first when two or more handoffs are manual or friction is material. Otherwise, "optimize the current process."
Estimates use only the ranges and frequency you entered. They are not measured savings or an industry benchmark.
A nonprofit fundraising team often runs three to five systems: CRM, giving, events or volunteers, email and finance. Each is reasonable on its own. The tax shows up between them, in the work people do because the systems do not share one constituent record. The calculator maps that work one workflow at a time and shows where each tax lands.
Staff hours spent moving, re-entering and checking information instead of working with donors.
Example. A gift officer spends Friday afternoon exporting event registrants and matching them to donor records by hand before any follow-up call can start.
In your result: Manual handoffs and estimated hours per month
The checking and rechecking people do because two systems hold two versions of the same constituent.
Example. The finance lead re-runs the giving report before every board meeting because last quarter the CRM total and the ledger total disagreed.
In your result: Rechecks per month
Every export, import, copy-paste and spreadsheet that carries information from one tool to the next, and the waiting while it sits between them.
Example. Online gifts land in the payment platform on Monday and reach the acknowledgement queue on Thursday, after someone imports the file.
In your result: Handoff method and waiting time
The preparation a recurring report needs before anyone trusts it, and the one person who knows how it is built.
Example. The quarterly campaign report takes a full day because campaign, email and giving numbers live in three places and one analyst knows how they join.
In your result: Documentation and the one-person dependency
The follow-up that arrives late, or never, because the context a fundraiser needed sat in another tool.
Example. A lapsed major donor attends an event and volunteers twice, but the gift officer hears about it after the year-end appeal has gone out.
In your result: Waiting time and the systems between the signal and the record
How many systems does someone open before leadership trusts a revenue, retention or pipeline number?
One is the goal. Two means someone reconciles. Three or more means the number is a project, and the person who builds it is a single point of failure. Map your reporting workflow and the calculator shows where the checking happens.
Calculate my System TaxIgnite brings CRM, fundraising, finance, marketing, engagement and intelligence onto one constituent record. AI teammates research and draft. Writes follow the approval gates your team configures, and actions land in the audit trail.
The calculator scores your workflow, not Ignite. If your result says connect or prepare to replace, that is where the platform conversation starts. Read what consolidates and what stays in the system consolidation answer.
Capacity Tax and Handoff Tax
Gift and event activity lands on the constituent record without an export in between.
Data-Trust Tax and Reporting Tax
Development and finance read the same gift record, so the fundraising total is a view, not a rebuild before every board meeting.
Opportunity Tax
Signals land on the constituent record for the fundraiser, with the next step drafted for a person to review.
The operating cost of running fundraising across three to five systems that do not share one constituent record: the exports, re-entry, rechecks, waiting and single-person dependencies between them. The subscription fee is the visible cost. The System Tax is the work in between, and this calculator maps it one workflow at a time.
No. The full result appears on screen, and you can print it, save it as a one-page PDF, or copy a text summary without an account or email. Email is only involved if you ask us to send you a copy.
No. It is a diagnostic label on a fixed scale built from your own answers: contained, noticeable, material, or high priority. It is not an industry benchmark, a savings estimate, or a guarantee, and the methodology panel under your result shows exactly which answers produced it.
Describe the process, not the people in the data. No donor names, personal information, account numbers, or passwords. System names are optional, and what you type stays in your browser unless you request an email copy.
No. The map describes your workflow and ends with three neutral paths: optimize the process, connect the systems, or prepare to replace. If you want a second opinion, bring the workflow to a working session.
Map one workflow, see the tax it carries, and leave with a page your whole team can act on.
How does it move?
Does someone check or reconcile this handoff?