Find anything in the operating system — KPIs, decisions, risks, actions, meetings, initiatives, functions, leadership.
78 results
- KPI
ARR
Finance · Sage · €10.8m vs €12.0m
- KPI
Net Revenue Retention
Customer Success · Sage · 108% vs 115%
- KPI
Gross Revenue Retention
Customer Success · Sage · 94% vs 92%
- KPI
Gross Margin
Finance · Sage · 75% vs 78%
- KPI
CAC Payback
Sales · Sage · 16 mo vs < 18 mo
- KPI
Rule of 40
Finance · Sage · 37 vs ≥ 40
- KPI
Pipeline Coverage
Sales · Monday CRM · 3.4× vs 3.0×
- KPI
Win Rate (Stage 4→Won)
Sales · Monday CRM · 31% vs 35%
- KPI
Average Deal Size
Sales · Monday CRM · €52k vs €48k
- KPI
Project Utilisation
Project Delivery · ClickUp · 78% vs 75%
- KPI
On-Time Delivery
Project Delivery · ClickUp · 87% vs 90%
- KPI
NPS
Customer Success · CSV Upload · 47 vs 50
- KPI
Customer Health Score
Customer Success · CSV Upload · 76 vs ≥ 80
- KPI
Time To First Value
Customer Success · CSV Upload · 26d vs < 30d
- KPI
Employee NPS
People · CSV Upload · 44 vs ≥ 40
- KPI
Audit Findings — Open
Security · CSV Upload · 1 high vs 0 high
- Decision
Adopt Sage Intacct for group consolidation
D-112 · 04 Jun 2026 · CFO
- Decision
Standardise on ClickUp for delivery governance
D-111 · 02 Jun 2026 · COO
- Decision
Approve India Tier-2 city expansion plan
D-110 · 28 May 2026 · Tim Crowe
- Decision
Defer EU AI Act readiness work to Q4
D-109 · 22 May 2026 · Jennifer Kelly
- Decision
Approve Q2 mid-market hiring plan
D-108 · 12 May 2026 · Ryan O'Reilly
- Risk
Key person dependency — Engineering
R-014 · People · Ken Sheehan
- Risk
Customer concentration — top 3 = 38% ARR
R-021 · Customer · Ryan O'Reilly
- Risk
FX exposure — GBP/EUR/INR
R-027 · Financial · CFO
- Risk
GDPR processor sub-chain in India
R-031 · Security · Head of Security
- Risk
Roadmap commitments vs delivery capacity
R-033 · Product · Ken Sheehan
- Risk
Series A timing vs runway
R-038 · Strategic · Tim Crowe
- Risk
AWS regional outage exposure
R-042 · Operational · Head of Engineering
- Action
Finalise Series A narrative deck v3
A-204 · Jennifer Kelly · 12 Jun
- Action
Close SOC 2 evidence gaps — access control
A-198 · Head of Security · 07 Jun
- Action
Customer reference programme — 5 logos
A-201 · Head of CS · 20 Jun
- Action
Board pack — May trading update
A-189 · CFO · 03 Jun
- Action
Pricing v3 — approve final tiers
A-205 · Ryan O'Reilly · 18 Jun
- Action
India lease — sign Coimbatore facility
A-206 · Head of India Ops · 25 Jun
- Action
Refresh Acme Group proposal
A-207 · VP Sales EMEA · 11 Jun
- Action
Sage Intacct implementation kickoff
A-208 · CFO · 30 Jun
- Action
Bridge facility — finalise term sheet
A-209 · CFO · 21 Jun
- Action
Quarterly engagement survey — close window
A-210 · Head of People · 14 Jun
- Meeting
Management & Performance
Weekly · Mon 10 Jun · 09:00 · Chair COO
- Meeting
Sales Pipeline Review
Weekly · Mon 10 Jun · 11:00 · Chair Ryan O'Reilly
- Meeting
Project Governance
Weekly · Fri 14 Jun · 10:00 · Chair Head of Delivery
- Meeting
Extended Leadership
Monthly · Tue 25 Jun · 14:00 · Chair Jennifer Kelly
- Meeting
Business Performance Review
Monthly · Thu 27 Jun · 09:30 · Chair CFO
- Meeting
Strategy & Scale Review
Quarterly · Wed 03 Jul · All day · Chair Tim Crowe
- Meeting
Company Town Hall
Quarterly · Thu 18 Jul · 15:00 · Chair Tim Crowe
- Meeting
November Strategy Day
Annual · Wed 12 Nov 2026 · Chair Jennifer Kelly
- Meeting
January Strategy & Commitment Day
Annual · Thu 22 Jan 2027 · Chair Jennifer Kelly
- Initiative
Series A Data Room Build-Out
I-01 · Jennifer Kelly · On Track
- Initiative
Enterprise Operating Model v2
I-02 · COO · On Track
- Initiative
NRR > 115% Programme
I-03 · Head of CS · At Risk
- Initiative
Platform Multi-Region Deployment
I-04 · Head of Engineering · On Track
- Initiative
SOC 2 Type II Certification
I-05 · Head of Security · Behind Schedule
- Initiative
Pricing & Packaging Redesign
I-06 · Head of Product Marketing · On Track
- Initiative
India Delivery Centre Scale
I-07 · Head of India Ops · On Track
- Initiative
Customer Value Realisation Framework
I-08 · Head of CS · Blocked
- Initiative
Board Reporting Automation
I-09 · Head of Finance · On Track
- Initiative
Strategic Partner Programme
I-10 · Ryan O'Reilly · At Risk
- Function
Sales
Lead Ryan O'Reilly
- Function
Customer Success & Value Realisation
Lead Head of Customer Success
- Function
Product & Technical
Lead Ken Sheehan
- Function
Project Delivery
Lead Head of Delivery — IE/UK/IN
- Function
Finance
Lead Chief Financial Officer
- Function
Legal & Contract Management
Lead Head of Legal
- Function
Security & Compliance
Lead Head of Security & Compliance
- Function
Human Resources
Lead Head of People
- Leader
Tim Crowe
Founder & CEO
- Leader
Jennifer Kelly
Founder & Chief Transformation Officer
- Leader
Ken Sheehan
Founder & Chief Technology Officer
- Leader
Chief Operating Officer
Execution & Delivery
- Leader
Ryan O'Reilly
Chief Commercial Officer
- Leader
Chief Financial Officer
Finance & Investor Reporting
- Leader
Head of Customer Success
Customer Success & Value
- Leader
Head of India Operations
India Delivery Centre
- Leader
Head of Project Delivery — Ireland
IE Delivery
- Leader
Head of Project Delivery — UK
UK Delivery
- Leader
Head of Security & Compliance
Security & Compliance
- Leader
Head of Finance
Finance Operations
- Leader
Head of Data Analytics
Data & Analytics