Next actions

Tick things off as they are done. Nothing depends on someone remembering to update a spreadsheet.

Outstanding (8)

  • Issue fixed-price quote for planning module

    Sable Foods Ltd · Q1 seasonal planning module · Alex Webb

    17 Sept 2026

  • Send phased delivery plan to Diane

    Harlow Precision Engineering · Site 2 production reporting rollout · Peter Webb

    18 Sept 2026

  • Revise pricing for nine sites

    Brightwell Care Homes · Compliance reporting dashboard · Steve Feeney

    19 Sept 2026

  • Book discovery workshop with the partners

    Calder & Whitton LLP · Phase 1 CRM foundation · Nadia Rahman

    22 Sept 2026

  • Run proposal walkthrough with Raj and Helen

    Northgate Logistics Group · Fleet scheduling module · Alex Webb

    24 Sept 2026

  • Prepare diagnose session agenda

    Meridian Facilities Management · System consolidation discovery · Peter Webb

    29 Sept 2026

  • Document the four regional processes

    Orbit Renewables · Multi-region pipeline visibility · Nadia Rahman

    6 Oct 2026

  • Diarise April re-approach to Dev Sharma

    Pennine Building Supplies · Steve Feeney

    6 Apr 2027

Completed (2)

  • Schedule quarterly review

    Harlow Precision Engineering · Peter Webb

    Done

  • Collect delivery feedback from Ian

    Sable Foods Ltd · Alex Webb

    Done