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Demo data Your roadmap

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Portfolio by stage
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Needs attention{{ ck.needsCount }}
Nothing is waiting on anyone right now.
Recent activity
30-day lighthouse project

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Catalog case {{ lh.caseId }} ↗
Day {{ lh.day }} / 30{{ lh.range }}
UnderstandBuildPilotProve
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WEEK {{ w.n }} · {{ w.range }}{{ w.count }}
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This week
Day-30 measuresBaseline in week 1, after in week 4, same method both times.
MeasureBaselineAfter {{ m.name }}
IDOpportunityStageWaveCapacityNext action · ownerSource
No opportunities match.
{{ rc.id }} {{ rc.stage }} {{ rc.wave }} {{ rc.source }} {{ rc.reqLine }}

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{{ rc.dept }}Owner: {{ rc.owner }}Reported by {{ rc.reportedBy }}Catalog case {{ rc.caseId }} ↗
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Stage gate · {{ rc.stage }} → {{ rc.nextStage }}
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The problemReported

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Why it is on the roadmap: {{ rc.why }}

Next: {{ rc.next }}{{ rc.nextOwner }}
How it gets automated
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Systems: {{ rc.systems }}
Benefits
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{{ b.type }} · realized
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Decisions on this record

None yet. Accept an assistant proposal or record a decision packet outcome.

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Discussion
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Notify
Pilot issues{{ ex2.openCount }} open
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People and change readiness{{ chg.pct }}

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Activity
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Assistant

It proposes. You decide, and your name goes on the record.

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AI proposed · {{ p.kind }}{{ p.owner }}
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Choose a record
Pick a record to draft its decision packet.
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The assistant drafts a one-page packet from this record and its catalog case: the decision requested, options, risks and measures. Benefit figures come straight from the record with their evidence stage.

Decision packet · {{ pk.id }}

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Decision requested
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The problem

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How it gets automated
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Benefits, with how each figure is known
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Unlike benefit types are never summed. Capacity stays in hours.

Options
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Risks and mitigations
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How we will know it worked
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Recommendation
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Record the decision

Drafted by the assistant from the record. The decision is recorded by a person, by name.

Forecasts start as estimates. A figure becomes measured when you record it with the same method as the baseline, and finance-confirmed only when finance signs it off. Hours stay hours; unlike benefit types are never added together.

{{ t.label }}{{ t.value }} hrs/month{{ t.evL }}
Opportunity · capacityForecastForecast vs realizedRecord realizedEvidence
{{ r.forecast }}{{ r.fL }} {{ r.realized }} · {{ r.rL }}by {{ r.confirmedBy }}
{{ k.label }}{{ k.value }} {{ k.unit }}{{ k.sub }}
Weekly status summary
Drafted by the assistant from this week's tasks, stages and decisions.
Generate this week's summary to share with your sponsor or board.
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What moved
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Risks
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Decisions for you
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Next week
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Email it
Decisions made

No decisions recorded yet.

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Roadmap
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{{ l.code }}{{ l.name }}

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Gates: {{ l.gates }}

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Raising a level needs its gates checked and a named person. Every change lands on the record.

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Quick wins
Big bets
Fill-ins
Reconsider
Effort → Value →

Value weighs the capacity forecast and how many people reported the problem. Effort comes from the catalog case. Both are estimates to guide the conversation.

Plain language · about a minute

What keeps going wrong?

No business case needed. Say who does the work, what they wait for and how often. The assistant drafts the record; you check it before it goes in.

AI proposed · draft recordCheck it, then create it.
Department
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Who does it
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How often
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Benefit type
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The problem

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Closest catalog case: {{ sb.caseTitle }}. {{ sb.d.why }}{{ sb.d.caseId }} ↗
First questions
  • {{ q }}
Reported at MAXX
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Your inbox{{ unreadCount }} unread
You are all caught up.
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New problems from staff, MAXX and the intake form. Match each one to a catalog case, merge duplicates, schedule it into a wave, or decline it with a reason. The person who reported it sees every outcome.

Nothing is waiting for triage.
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Closed
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Automations that are running in pilot or live. Anyone accountable can pause one; the reason goes on the record and everyone involved is told.

Sample data
Nothing is running yet.

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Last 7 days

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Recorded as {{ meName }} · {{ today }}
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View the Hub as
Each person sees their own work, inbox and permissions.
Inbox
For {{ meName }} · {{ roleLabel }}
You are all caught up.
ESC
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Nothing matches. Try a record ID, a department or a catalog case.