Good morning, Jason - Sunday, Aug 16 - 5 things need you, cash is healthy, the carve-out clock is the thing to watch.
Notes - what you are looking at
The five tabs are the RFP's Core Dashboard Tabs, verbatim - every bullet Jason listed appears on its named view.
Light blue tags mark the captured system behind each component - Vantaca, NetSuite, StrongRoom, TechCollect and the rest. Click a tag for that system's live sync record.
Every number drills to the underlying items, and every item opens a record with a timestamped history. Sample data only.
Captured by
The money at a glance · click any number
EBITDA bridge
$10.9M FY25 → $11.8M FY26F · 19.3% margin
AR aging
Service · money out · vendors
Resident service volume
AP aging
Critical vendor status
NewCo Executive Command Center
Operations View
Steady. 82% of everything open is on time - the one bottleneck is ARC reviews in Phoenix, recovery forecast Sep 5.
Captured by
Workload · click any number
Manager capacity
Automation throughput
Board packets
The bottleneck
ARC reviews · Phoenix metro
Recovery plan set
NewCo Executive Command Center
Financial View
Two flags: the $42,180 AAB item is 6 days old, and $312k of invoices sit with one approver. Everything else is on schedule.
Captured by
Invoice-to-pay · collections · tax
StrongRoom AP
TechCollect AR
Bank rec · tax · treasury
The books
NetSuite / Business Central financials
Cash by bank
NewCo Executive Command Center
Data / AI View
The agents earned $46k this month. 23 actions wait on a human signature - one of them clears the AP bottleneck.
Captured by
Agent activity · human checkpoints
Agent activity
All healthy
Waiting on a human
1 executive item
Knowledge · return
SharePoint document intelligence
Microsoft Graph activity
Automation ROI
NewCo Executive Command Center
Carve-Out Readiness View
62 of 100, 94 days to go. HR & Payroll is Red on the Dayforce slip; run #2 on Aug 25 keeps Nov 18 alive. ERP decision Sep 1 is the next gate.
Captured by
monday.com workstreams · eight weeks of status
The heat wall
What-if
scenario checks the agents run
The road to standing alone
Azure / O365 migration
Dayforce · data migration
TSA exit evidence
Every required integration from the RFP, captured and tagged in light blue · click any system for its sync record
Concept mockup with sample data only · built by DataRipple for Inframark / NewCo concept review · no client data