A realistic path from presentation-ready UI to a fully wired fraternity platform: show capability first, prove cost savings, then connect the highest-value workflows.
Salesforce/Fonteva remains the source of truth while KAPSI Connect becomes the app-facing layer for members, officers, staff, and leadership.
Polished UI for Brothers Portal, mobile layout, Grand Dashboard, and 990/compliance. The goal is to make the future operating model easy to see, even before every backend workflow is complete.
Prioritize workflows that members and leadership will feel immediately: identity handoff, member record linking, receipts, dues status, event registration, messaging permissions, and core dashboard feeds.
Keep Salesforce/Fonteva as the system of record, expose stable views and RPCs, and let portal, dashboard, compliance, officer, and staff applications evolve without breaking each other.
Each experience gets the layout and workflow model its audience needs, while shared data contracts keep the ecosystem consistent.
Member lookup, chapter lookup, dues, receipts, events, messaging, store, and membership card.
IRS feeds, revocation monitoring, filing readiness, exemptions, and chapter compliance views.
Executive KPIs for membership, finance, provinces, chapters, risk, certification, and events.
Operational apps for chapter, province, IHQ, finance, risk, MTA, IRRC, reinstatement, and vendor work.