1. Community Development Platform
  2. Get started
Get started

Get Community Development Platform running in four steps.

Set up a first program and rehearse a case from request to documented result.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Community Development Platform. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Community Development Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and create your ERP.AI account. Use Proto to configure Community Development Platform for your organization and invite the people who will prepare cases, review them and read the audit trail.

Prepare the first operating cycle

Choose one active program and enter its owning organization, policy reference and team members. Prepare a real funding case with community needs and evidence. Assign an independent reviewer and agree who records the case decision. Set up any intake or delivery connections needed for this pilot.

Review before release

Submit a case, return it for correction, review the successor revision and trace an approved action to its receipt. Check the status board and follow-up actions from each role. Confirm that the external result and the case delivery reference agree before expanding to more programs.

Set up Community Development Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started