All five systems are connected and six people use the platform every day. This page shows what is done, what is live, and what we need to agree for the next phase.
82%
of signed scope delivered
Done or live
88%
of all tracked tasks done
Including the extras
6
people using the platform
Owner, finance, sales, warehouse
9
extra features delivered at no charge
Beyond the signed scope
82% counts signed deliverables. 88% counts all tracked tasks, extras included.
Roadmap · 1 Sep 2026 to the next phase
Today · 5 Nov
1 SepContract signed
8-12 SepDiscovery calls with finance and IT
24 SepReview call; order walkthrough
6 OctSales team on board
20 OctFirst stock alert delivered
TodayWarehouse team on board
End Nov · proposedOn-site review
Next · to agreeNext phase: automation
1 SepContract signed
8-12 SepDiscovery calls with finance and IT
24 SepReview call; order walkthrough
6 OctSales team on board
20 OctFirst stock alert delivered
TodayWarehouse team on board
End Nov · proposedOn-site review
Next · to agreeNext phase: automation
DoneUpcomingToday
Progress by stage
Discovery70%
Finance, IT and supplier calls done. Department sessions and written findings left.
Phase 1 stand-up95%
All five systems connected, six people on board. Handover notes left.
Next phase · Automationto agree
Orders end to end, stock alerts, a monthly digest. Scope to agree.
Systems connected
Microsoft 365
Reading
Accounting
Reading
Shop backendorders and stock
Reading
Contracts (file server)64 contracts read · alerts live
Live
Task board7 boards, since 20 Oct
Reading
Platform maturity · Surface, Tune, Action
How much is in place at each level
SurfaceAll systems joined and readable.
TuneRules and skills set per person.
ActionIt drafts, a person approves, it carries out.
Now
Phase 1 acceptance, confirmed by email
Warehouse team on board today
Accounting set up next week
Short admin notes for the team
We need from Example Shop
Confirm the contract end dates (4 end within 90 days)