Case Study · Resolution Services Center

From abstract AI
to a practical roadmap.

How a comprehensive AI Business Audit mapped four critical workflows, identified ten opportunities, and prioritized six solutions designed to create organizational capacity.

Resolution Services Center of Central Michigan logo
ClientResolution Services Center of Central Michigan
EngagementComprehensive AI Business Audit
Scope4 workflows · 10 opportunities · 6 priorities
StatusAudit and roadmap complete; implementation has not begun

Strengthening a mission-driven organization’s capacity to grow.

Resolution Services Center of Central Michigan is a nonprofit organization providing mediation, restorative justice, and conflict-resolution services through partnerships with schools, courts, community organizations, and other referral sources.

The organization wanted to increase referrals, diversify funding, build recurring partnerships, and better understand how AI could support its growth and operations.

Visit Resolution Services Center

Leadership knew AI could help—but the most valuable starting points were not yet clear.

Outreach, referral relationships, donor activity, and follow-up were not managed through one centralized system. Program documentation required extensive manual review, case information moved between paper forms, Google Sheets, and external systems, and financial and grant reporting included repetitive manual work.

AI use was also uneven across the organization. Some staff were experimenting with tools, while others were unsure how AI applied to their roles.

“Our biggest challenge was not understanding our pain points and where AI could be helpful for that.”Yarden Blumstein, Executive Director
  • Decentralized referral and relationship tracking
  • Manual outreach and follow-up
  • Paper-based and duplicate case documentation
  • Repetitive funding and grant research
  • Manual financial and grant reporting
  • Uneven AI confidence across staff

The audit

Listening across roles, mapping the work, and prioritizing what could create meaningful value.

01Stakeholder interviews
02Workflow mapping
03Pain-point analysis
04AI-readiness review
05Opportunity identification
06Business-impact modeling
07Implementation prioritization
08Phased roadmap

Clarity & Capability interviewed the Executive Director, Program Manager, and Finance Coordinator, then presented the audit findings the following week. Each opportunity was evaluated for strategic alignment, organizational impact, technical complexity, and estimated cost.

“It moved AI from an abstract concept into a practical needs discussion.”Yarden Blumstein, Executive Director

A phased plan built around the organization’s actual workflows.

The audit identified ten potential AI opportunities and prioritized six for implementation planning. The recommendations focused on creating stronger visibility, reducing repetitive work, and supporting sustainable adoption across the organization.

Centralized CRM and relationship managementAI-assisted outreach and follow-upProspect and partner researchFunding-opportunity intelligenceAutomated schedulingSecure digital case documentationAutomated data entryGrant and financial reporting workflowsTraining and adoption support

Workflow evidence

Four critical areas were mapped to reveal bottlenecks, handoffs, and missed opportunities.

Client and referral pipeline workflow map
Client and referral pipeline Mapping revealed manual research, inconsistent relationship tracking, duplicate entry, and limited re-engagement visibility.
Funding and donor pipeline workflow map
Funding and donor pipeline The review surfaced manual prospect research, fragmented stewardship, and limited visibility into funding opportunities and next actions.
Programs and services workflow map
Programs and services Paper forms, duplicate system entry, manual verification, and reporting delays created opportunities for more consistent digital workflows.
Finance and administration workflow map
Finance and administration Repetitive transaction processing, payroll verification, reconciliation, and grant reporting were identified as capacity constraints.

Modeled opportunity

A clear path from scattered pain points to prioritized action.

These figures are modeled projections from the audit and implementation plan—not verified post-implementation results. Implementation has not begun.

209staff hours per month potentially regained across six priority solutions
$92Kestimated annual staff-capacity value
81%estimated first-year return based on approximately $51,000 in projected market implementation costs
  • Documented pain points and bottlenecks
  • Prioritized AI opportunities
  • Business-impact estimates
  • Phased implementation roadmap
  • Clearer organizational AI readiness

“The most valuable part was getting a clear sense of the scope and possibility of what AI could actually be doing for our organization. It gave us a much broader view than we had going in. Understanding our bottlenecks helped us identify where AI could step in and where we were slowing ourselves down, revealing opportunities to work more efficiently.”

“I would recommend it to other organizations in our industry.”

Yarden Blumstein · Executive Director, Resolution Services Center of Central Michigan

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