Demo environment — all data is fictional
TechBearing
AR

Commitments

Track promises made and build trust through follow-through

Total

9

Active

3

Overdue

2

Completed

4

Schedule Vantage Point Team 5 training

overdue

Coordinate with Quinn to get the Process Engineering team scheduled for next week.

Vantage Point LabsExpand from 3 teams to full R&D organization
Witnessed by: Pat Sullivan

Due Jan 21

Create SilverOak competitive differentiation deck

overdue

Address the DataPath threat with a clear comparison showing our advantages.

SilverOak PartnersSecure multi-year renewal with expansion
Witnessed by: Morgan Taylor

Due Jan 22

Send Copperline expansion proposal

active

Finalize and send the formal expansion proposal to Sam and Marcus by end of week.

Copperline SystemsEstablish executive sponsorship for platform expansion
Witnessed by: Chris Donovan

Due Jan 27

Complete KestrelWorks board presentation materials

active

Help Morgan prepare compelling slides for their Q2 board meeting showcasing the predictive maintenance ROI.

KestrelWorksAchieve 95% adoption of predictive maintenance module
Witnessed by: Jamie Foster

Due Jan 28

Weekly check-in with Taylor on security review status

active

Maintain relationship during the stall period without being pushy.

Meridian DynamicsResolve data integration blockers

Due Jan 30

Ironclad gap remediation kickoff

completed

Schedule and lead the kickoff meeting for the 90-day SOC2 remediation plan.

Ironclad DataAchieve SOC2 compliance readiness

Completed Jan 15

Complete Harborview POC scope document

completed

Document the port logistics POC scope based on working session outcomes.

Harborview TechValidate port logistics use case

Completed Jan 17

NimbusForge onboarding playbook presentation

completed

Present the playbook methodology at the monthly CSM team meeting.

NimbusForgeReduce time-to-value for new team members
Witnessed by: Sam Chen

Completed Jan 18

Deliver NimbusForge acquisition expansion plan

completed

Propose extending our platform to the 50 new employees from CloudStack Labs acquisition.

NimbusForge

Completed Jan 20

Orin
Your thinking partner

Hey Alex. Ready when you are.

3:26 AM

Demo mode: Orin responses are scripted