COTW Unified Platform
A visual summary of the project mandate: moving from a fragmented, "bootstrapped" ecosystem to a single, secure, and scalable platform.
The Core Problem: The "Limited Seat" Ecosystem
The current system is "bootstrapped" and fragmented. The root cause is a "limited seat" pricing model in Airtable, which forces the creation of numerous external "hacks" to manage different audiences and tasks.
Google Drive
Data Entry & Private Notes (Hacks #1, #3, #4)
Zendesk
Manual Triage (Hack #2)
iShare API
External Dashboard (Hack #5)
Google Calendar
Scheduling (Hack #6)
Mailchimp/Groups
Manual Syncing (Hack #7)
Google Drive
File Storage (Hack #4)
The Central Conflict
THE SHIELD
A need for Security, Privacy, and Internal Alignment to protect the mission, the people, and the proprietary "secret sauce" data.
THE MEGAPHONE
A desire for Growth, Clarity, and External Impact to scale the mission, communicate effectively, and attract external funding.
The Goal: A "Secure Megaphone"
The new platform must not force a choice. It must provide security and enable growth.
The Operational Solution
The platform must reconcile two distinct operational modes for three different audiences.
"The Kitchen"
(Admin Portal)
The complex, internal data structure used for management, reporting, and triage.
Audience 1: Staff"The Dining Room"
(Member Portal)
The secure, simplified, and restricted portal for collaboration and resource access.
From "Hacks" to Unified Solutions
"Limited Seat" Model
Role-Based Access Control
Google Drive Data Entry
Permissioned Data Portal
Manual Triage (Zendesk)
Automated Task Management
Google Drive Private Notes
Secure, Contextual CRM Fields
iShare API Dashboard
Native Member Dashboard
Manual Syncing (Mailchimp)
Automated Data Syncing
The "Capstone Solution": The Core 'Ask'
The project's success hinges on solving the Board's core dilemma: granting different access levels to different users without creating portals "one by one." The solution is granular, role-based permissions.
One Page, Three Views
Audience 1: Staff
- Country Name
- CEO Contact (Sensitive)
- Internal Notes (Private)
- Full Edit Access
Audience 2: Global Member
- Country Name
- CEO Contact (Sensitive)
- Internal Notes (Hidden)
- Read-Only Access
Audience 3: National Member
- Country Name
- CEO Contact (Hidden)
- Internal Notes (Hidden)
- Restricted "Write" Access