WrxFlo EOSStrategic PortfolioDecisions

Strategic Portfolio

Decision Log

A permanent record of leadership decisions — context, approver, linked risks and initiatives, supporting documents and outcome.

D-112Approved· Technology

Adopt Sage Intacct for group consolidation

Outcome: Implementation kicks off Q3; legacy GL deprecated Q1 2027.

Supporting documents

  • · Sage Intacct evaluation memo
  • · Vendor MSA v3
Date
04 Jun 2026
Owner
CFO
Approver
Tim Crowe
Function
Finance
Linked Risk
R-027
Linked Initiative
I-09
D-111Approved· Operations

Standardise on ClickUp for delivery governance

Outcome: Roll-out complete by end Q3 across IE/UK/IN.

Supporting documents

  • · Delivery Tooling RFP
  • · Migration plan v2
Date
02 Jun 2026
Owner
COO
Approver
Tim Crowe
Function
Project Delivery
Linked Risk
R-033
Linked Initiative
I-02
D-110Approved· Strategy

Approve India Tier-2 city expansion plan

Outcome: Lease signed in Coimbatore; hiring starts Q3.

Supporting documents

  • · India expansion business case
  • · Board paper Q2-04
Date
28 May 2026
Owner
Tim Crowe
Approver
Board
Function
Operations
Linked Risk
—
Linked Initiative
I-07
D-109Approved· Governance

Defer EU AI Act readiness work to Q4

Outcome: Workstream resumed Q4 with dedicated legal budget.

Supporting documents

  • · EU AI Act gap analysis
Date
22 May 2026
Owner
Jennifer Kelly
Approver
Tim Crowe
Function
Legal
Linked Risk
—
Linked Initiative
—
D-108Approved· People

Approve Q2 mid-market hiring plan

Outcome: 8 AE hires, 3 SDR hires sequenced through Q3.

Supporting documents

  • · Hiring plan FY27
Date
12 May 2026
Owner
Ryan O'Reilly
Approver
Tim Crowe
Function
Sales
Linked Risk
R-021
Linked Initiative
I-06