In response to John and support of this post, our use case would be tagging based on text within certain fields, or checking across all fields in an application. The tags would be associated to target areas such as racial equity, specific areas of mental health, specific target demographics. We could then pull that to get a live report on where our money is going more easily, and importantly do so against our historic data in SmartSimple that was less thorough in tracking data. As our grants are quite open-ended allowing for varying approaches and varying outcomes towards the same goals, the breadth of their impact is difficult to monitor without doing so manually which would struggle to keep up with the new grants. A data lake/RAG would be very helpful in speeding that process up.

Yes. Being able to comb through structured fields (like text fields) and PDFs of proposals to identify similar grants, themes, and trends. Identifying if we have ever funded similar work. Asking questions about work we have funded that may be contained deep in a proposal PDF. Identifying thematic areas.