Company RAG
Amber
Trending up · 7 day
Top 10 — On Track
6 / 10
2 amber · 1 red · 1 blocked
Open Risks
14
4 high impact
Open Decisions
7
3 awaiting CEO
Series A Readiness
3.2
Target 4.5 by Q1 '27
Enterprise Health
Five pillars of the operating system
- Governance
All cadences on schedule
- Performance
2 of 14 KPIs below target
- Strategic Portfolio
3 initiatives amber
- Series A Readiness
Score 3.2 / 5.0
- Overall Company RAG
Stable, trending up
Top 10 Strategic Initiatives
Owner, RAG and target quarter
| Initiative | Owner | Target | Status |
|---|---|---|---|
| Series A Data Room Build-Out I-01 · Sponsor Tim Crowe | Jennifer Kelly | Q3 2026 | On Track |
| Enterprise Operating Model v2 I-02 · Sponsor Jennifer Kelly | COO | Q3 2026 | On Track |
| NRR > 115% Programme I-03 · Sponsor Ryan O'Reilly | Head of CS | Q4 2026 | At Risk |
| Platform Multi-Region Deployment I-04 · Sponsor Ken Sheehan | Head of Engineering | Q4 2026 | On Track |
| SOC 2 Type II Certification I-05 · Sponsor CFO | Head of Security | Q1 2027 | At Risk |
| Pricing & Packaging Redesign I-06 · Sponsor Ryan O'Reilly | Head of Product Marketing | Q3 2026 | On Track |
| India Delivery Centre Scale I-07 · Sponsor COO | Head of India Ops | Q4 2026 | On Track |
| Customer Value Realisation Framework I-08 · Sponsor Jennifer Kelly | Head of CS | Q3 2026 | Critical |
| Board Reporting Automation I-09 · Sponsor CFO | Head of Finance | Q3 2026 | On Track |
| Strategic Partner Programme I-10 · Sponsor Tim Crowe | Ryan O'Reilly | Q4 2026 | At Risk |
Open Risks
By severity
Key person dependency — Engineering
People · Ken Sheehan · High impact
Customer concentration — top 3 = 38% ARR
Customer · Ryan O'Reilly · High impact
FX exposure — GBP/EUR/INR
Financial · CFO · Medium impact
GDPR processor sub-chain in India
Security · Head of Security · High impact
My Open Actions
Assigned to Jennifer Kelly
- 12 Jun
Finalise Series A narrative deck v3
A-204 · Jennifer Kelly
- Overdue · 07 Jun
Close SOC 2 evidence gaps — access control
A-198 · Head of Security
- 20 Jun
Customer reference programme — 5 logos
A-201 · Head of CS
- Overdue · 03 Jun
Board pack — May trading update
A-189 · CFO
- 18 Jun
Pricing v3 — approve final tiers
A-205 · Ryan O'Reilly
- 25 Jun
India lease — sign Coimbatore facility
A-206 · Head of India Ops
- 11 Jun
Refresh Acme Group proposal
A-207 · VP Sales EMEA
- 30 Jun
Sage Intacct implementation kickoff
A-208 · CFO
- 21 Jun
Bridge facility — finalise term sheet
A-209 · CFO
- 14 Jun
Quarterly engagement survey — close window
A-210 · Head of People
Upcoming Governance
Next 30 days
10
Mon
Management & Performance
09:00 · Weekly
10
Mon
Sales Pipeline Review
11:00 · Weekly
14
Fri
Project Governance
10:00 · Weekly
25
Tue
Extended Leadership
14:00 · Monthly
27
Thu
Business Performance Review
09:30 · Monthly
03
Wed
Strategy & Scale Review
All day · Quarterly
Recent Decisions
Adopt Sage Intacct for group consolidation
D-112 · 04 Jun 2026 · CFO · Finance
Standardise on ClickUp for delivery governance
D-111 · 02 Jun 2026 · COO · Project Delivery
Approve India Tier-2 city expansion plan
D-110 · 28 May 2026 · Tim Crowe · Operations
Defer EU AI Act readiness work to Q4
D-109 · 22 May 2026 · Jennifer Kelly · Legal
Approve Q2 mid-market hiring plan
D-108 · 12 May 2026 · Ryan O'Reilly · Sales
Latest Communications
Town Hall
Q2 Town Hall — recording & summary
30 May 2026
Leadership Update
CEO update — partnership signed with Acme
27 May 2026
Announcement
Strategy Day pre-read circulated
24 May 2026