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Today

Sun, Nov 15

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Act on discovery gaps, NFR gates, and proofs — then scan every cycle you support.

Coordination gap · GlobalBank

Roles are misaligned on who owns the work — Align roles assigns tasks to AE, SC, and FDE for this account.

Align roles

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Needs your action

Bird’s eye

Cycles overview

Cycles
3
you support
NFR gates
1
blocked
Evaluations
5
proofs / RFP
Discovery
1
need focus
AccountJourneyDiscoveryGatesFDE onboard
GlobalBankGlobalBank Data Platform · $450Kevaluationcleared1 blockedin progress · drive pending
Meridian HealthMeridian Health Integration · $280Kdiscoveryneeds discovery1 trackednot started · drive pending
Northwind LogisticsNorthwind Logistics Edge Deploy · $320Kproposalcleared1 trackedready · drive scheduled

Detail

Cycle workspace

GlobalBank · GlobalBank Data Platform

Evaluation gate: POC sign-off + Security/Architecture NFR clearance before proposal. FDE onboarding mid-flight; first drive still pending.

$450K · evaluation · 6/6 MEDDIC · champion Priya Nair · EB Marcus Cole engaged

Open opp
Discovery · clearedproduct demo · completepoc · in progressworkshop · completearchitecture review · plannedFDE · in progress · 2/4 · drive pending

Focus this week

Signals

  • risk1 blocked NFR · Security
  • watchArchitecture gate in review
  • watchFDE first drive pending

Evaluations / proofs

Recent activity

  • Today · SC

    Updated NFR gate notes after infosec office hours.

  • 2d ago · POC

    CDC latency still >5s — waiting on VPC peering.

NFR gates

blocked

security: Okta SSO + SCIM review

Security questionnaire stalled — blocks production CDC cutover.

in_review

architecture: VPC peering / private link design

Architecture review scheduled with platform team.

Meridian Health · Meridian Health Integration

Discovery-heavy cycle. Qualification incomplete; RFP questions parked until MEDDIC clears. Compliance gate open for HIPAA BAA.

$280K · discovery · 3/6 MEDDIC · economic buyer + decision process open

Open opp
Discovery · needs discoveryrfp · heldFDE · not started · 0/3 · drive pending

Focus this week

Signals

  • watchNeeds discovery before evaluation
  • watchCompliance gate open
  • goodFDE sandbox scoping started quietly

Evaluations / proofs

Recent activity

  • Yesterday · SC

    Logged partner unknown for Epic integration path.

NFR gates

open

compliance: HIPAA BAA + PHI boundary

Legal pack not yet returned.

Northwind Logistics · Northwind Logistics Edge Deploy

Proposal pack: NFR questionnaire + commercial close. Evaluation proofs complete; FDE edge rollout ahead of paper.

$320K · proposal · 6/6 MEDDIC · qualified via edge POC

Open opp
Discovery · clearedFDE · ready · 3/4 · drive scheduled

Focus this week

Signals

  • goodJourney step: proposal
  • watch4 NFR questions · 2 still open
  • goodFDE onboard ready · first drive scheduled path

Evaluations / proofs

No proofs linked yet.

Recent activity

  • Today · SC

    Drafted DR RPO/RTO response for legal review.

NFR gates

in_review

scalability: Edge collector concurrency per region

NFR answer drafted — awaiting customer capacity numbers.

Proposal NFR questions

openMaximum concurrent edge collectors per region?Scalability · due Jun 5
draftedDisaster recovery RPO/RTO for warehouse telemetry pathAvailability · due Jun 5
openData residency for EU warehouse sitesCompliance · due Jun 7
answeredSSO integration with customer Okta tenantSecurity · due Jun 8