The path begins with a Demo and a seven-day Trial. An intake call then prepares your organization for two weeks of discovery and scoping before you decide whether to move forward. Or, simply schedule a call to get started.
Experience Iris inside a live sample foundation workspace. Iris runs a guided operational scenario across the team's channels, connecting a new gift, donor context, and the work that follows. You can jump in at any point to ask follow-up questions, challenge its reasoning, or give it a task and see the response unfold in real time.
Come with questions about how Iris could support your organization.Use your seven-day Trial to focus Iris on a real pain point or operational problem for your team. In your private Slack channel and Drive folder, share the context and materials you choose, then work with Iris to understand the problem, test an approach, and produce useful work for your specific needs.
Complete the data-handling consent and bring sample material you are comfortable sharing.Meet with our team to review what Iris learned during your Trial. We confirm your goals and prepare for the two-week discovery and scoping process.
Bring your staff list, key workflows, and the names of the people who approve important work.Over two weeks, our team studies your workflows, systems, data, and approval requirements. We define the implementation scope, integration needs, responsibilities, and go-live plan.
Bring process documents, system details, and the people who know how the work gets done.When discovery and scoping are complete, you review the proposed implementation and decide whether to proceed. Implementation begins immediately after you have signed the online contract and made the payment.
We configure and deploy Iris in your workspace based on the approved scope. Custom implementations also include the agreed system integrations and organization-specific workflows.
Iris Standard launches on day one. Iris Custom launches after your team confirms system access and gives the final green light.