PHASE 0
Discovery
Closed · SG1 ✓
PHASE 1
Foundation
Closed · SG2 ✓
PHASE 2
Activate
Closed · SG3 ✓
PHASE 3
Optimize
In flight · 67% complete
PHASE 4
Sustain
Starts Jul 2026
CPI
0.96
+0.02 wk
Target ≥ 0.95
SPI
0.93
-0.01 wk
Target ≥ 0.95
EAC
$3.74M
+$40K vs BAC
BAC $3.60M (capped)
VAC
-$140K
3.9% over
Within 5% tolerance
Sprint Velocity
38pts
-6 vs trailing avg
Target 44 pts
OTIF MTD
93.4%
+0.6 pts
Target 95.0%
Workstream Health
Phase 3 status by workstream SMARTSHEET
| WS | Workstream | Phase | % Done | CPI | SPI | RAG |
|---|---|---|---|---|---|---|
| WS0 | Program Foundation | Closed | 100% | 1.02 | 1.00 | G |
| WS1 | Inventory Sync Agent | Phase 3 | 88% | 0.97 | 0.96 | G |
| WS2 | Master Data & Production Logic | Phase 3 | 81% | 0.94 | 0.92 | A |
| WS3 | Reporting Library | Phase 3 | 76% | 0.99 | 0.95 | G |
| WS4 | Demand & Supply Planning | Phase 3 | 62% | 0.91 | 0.86 | R |
| WS5 | Financial Close Automation | Phase 3 | 70% | 0.96 | 0.93 | A |
| WS6 | Spyglass Production Dashboards | Phase 3 | 55% | 0.97 | 0.94 | A |
| WS7 | Redwood Migration | Stabilize | 94% | 1.01 | 0.98 | G |
| WS8 | AI Governance & Training CURRENT | Phase 3 | 48% | 0.95 | 0.92 | A |
Cost Curve
PV vs EV vs AC cumulative SMARTSHEET
Top Risks Now
RAID excerpt · sorted by exposure SMARTSHEET
R-014 WS4 hypertuning blocked by demand history depth
3 item families fall below the 18 month minimum. Mitigation: temporary classical baseline. Owner: Pedro AG. Due: 2026-05-08.
R-021 WS6 dashboard activation contingent on WS7 stabilization
Redwood stabilization not yet at 90 day mark. Conditional go-live targeted for 2026-06-15. Owner: Chris Clark.
R-017 WS8 adoption metric coverage incomplete
Persona based adoption baseline missing for Plant Floor and Finance Close. Champion network expansion in progress. Owner: Brianna.
R-019 Vendor SOW V3 amendment not yet signed
SI T&M to fixed fee conversion for Phase 3 awaiting CFO signature. Owner: Tom Chartrand.
R-022 Agent token spend trending +18% vs forecast
WS1 production agents exceeding modeled token budget. Triage: prompt compression and caching review. Owner: Sasi.
Inventory Accuracy
98.2%
+1.8 pts vs baseline
Target 99.0%
Forecast MAPE
14.6%
-2.4 pts vs baseline
Target ≤ 13.5%
Expedite Spend YTD
$614K
-$210K vs prior YTD
Run rate $0.95M ann.
Close Cycle Days
5.2
-1.4 days vs baseline
Target 4.0 days
BAC
$3.60M
Capped (BAFO capped baseline)
EAC
$3.74M
+$140K vs BAC
AC to date
$2.51M
70% of BAC
ETC
$1.23M
Remaining work
Contingency
$220K
61% remaining
KPI Incentive Pool
$210K
$135K earned to date
Spend by Workstream
Actual vs plan, in flight workstreams SMARTSHEET
Spend by Phase
Cumulative spend vs phase budget SMARTSHEET
Vendor Spend & Burn
Active vendors by SOW SMARTSHEET
| Vendor | Type | SOW | Invoiced | Open PO | Burn % | Status |
|---|---|---|---|---|---|---|
| Lead SI Partner | SI · T&M cap | $3,600,000 | $2,184,000 | $418,000 | 61% | G |
| Planning Platform Vendor | SaaS · 3-yr | $2,200,000 | $734,000 | $0 | 33% | G |
| Planning Implementation (WS4) | Fixed fee | $1,800,000 | $1,134,000 | $222,000 | 63% | A |
| Niche AI Specialist (Phase A) | Fixed | $237,000 | $237,000 | $0 | 100% | G |
| Governance Advisory (WS8) | T&M | $370,000 | $182,000 | $0 | 49% | G |
| Oracle (Agent Studio uplift) | SaaS | $140,000 | $98,000 | $0 | 70% | G |
Cost Type Mix
YTD AC composition SMARTSHEET
AI infrastructure (Oracle Agent Studio, OCI compute, model tokens) growing as Spyglass agents move to production. Token budget under active review (RAID R-022).
Story points planned
412
Phase 3 plan total
Story points done
274
66% complete
Velocity (3-spr avg)
38pts
-6 vs trailing
Target 44
Burn projection
+11d
vs Phase 3 baseline
Defect escape rate
2.1%
-0.4 pts
Target ≤ 3%
DoD compliance
96%
Target 95%
Phase 3 Burn-Down
Story points remaining by sprint JIRA
Cumulative Flow
Backlog · In progress · Done JIRA
Velocity by Workstream Squad
Last 6 sprints, story points completed JIRA
PV (BCWS)
$2.71M
Planned to date
EV (BCWP)
$2.52M
Earned to date
AC (ACWP)
$2.51M
Actual to date
SV
-$190K
Behind schedule
CV
+$10K
On budget
TCPI
1.04
to recover BAC
EVM by Workstream
PV / EV / AC and earned value indices SMARTSHEET
| WS | Workstream | PV | EV | AC | CV | SV | CPI | SPI | EAC | VAC |
|---|---|---|---|---|---|---|---|---|---|---|
| WS0 | Program Foundation | $120K | $120K | $118K | +$2K | $0 | 1.02 | 1.00 | $118K | +$2K |
| WS1 | Inventory Sync Agent | $420K | $402K | $415K | -$13K | -$18K | 0.97 | 0.96 | $478K | -$8K |
| WS2 | Master Data & Prod. Logic | $310K | $285K | $303K | -$18K | -$25K | 0.94 | 0.92 | $425K | -$23K |
| WS3 | Reporting Library | $240K | $228K | $230K | -$2K | -$12K | 0.99 | 0.95 | $298K | -$3K |
| WS4 | Demand & Supply Planning | $610K | $524K | $576K | -$52K | -$86K | 0.91 | 0.86 | $890K | -$80K |
| WS5 | Financial Close Automation | $215K | $200K | $208K | -$8K | -$15K | 0.96 | 0.93 | $240K | -$5K |
| WS6 | Spyglass Production Dashboards | $240K | $232K | $239K | -$7K | -$8K | 0.97 | 0.94 | $444K | -$12K |
| WS7 | Redwood Migration | $390K | $394K | $390K | +$4K | +$4K | 1.01 | 0.98 | $415K | +$3K |
| WS8 | AI Governance & Training | $165K | $157K | $165K | -$8K | -$8K | 0.95 | 0.92 | $346K | -$14K |
| TOT | Program Total | $2.71M | $2.52M | $2.51M | +$10K | -$190K | 0.96 | 0.93 | $3.74M | -$140K |
CPI Trend by Workstream
Last 8 weeks SMARTSHEET
SPI Trend by Workstream
Last 8 weeks SMARTSHEET
Sprints completed
22 / 36
Across program
Active sprints
6
All Phase 3
Carryover items
17
From sprint 21
PR cycle time (avg)
1.8d
Target ≤ 2.0d
UAT pass rate
91%
Target 90%
Spillover %
12%
Target ≤ 10%
PHASE 3 · OPTIMIZE
JIRA
SPR 22
WS1 · INV SYNC
34 / 44 pts
3 carry
SPR 22 of 28
SPR 22
WS2 · MDM
22 / 38 pts
5 carry
SPR 22 of 28
SPR 22
WS4 · D&S PLAN
18 / 44 pts
9 carry
SPR 22 of 28
SPR 22
WS5 · FIN CLOSE
28 / 40 pts
2 carry
SPR 22 of 28
SPR 12
WS6 · SPYGLASS
26 / 40 pts
2 carry
SPR 12 of 18
SPR 14
WS8 · GOV & TRAIN
22 / 42 pts
4 carry
SPR 14 of 22
PHASE 2 · ACTIVATE
SPR 14-21
WS1 · INV SYNC
312 pts doneDoD met
SPR 14-21
WS2 · MDM
284 pts doneDoD met
SPR 14-21
WS3 · REPORTING
198 pts doneDoD met
SPR 14-21
WS7 · REDWOOD
356 pts doneDoD met
PHASE 1 · FOUNDATION
SPR 6-13
WS1 · INV SYNC
248 pts doneDoD met
SPR 6-13
WS3 · REPORTING
176 pts doneDoD met
SPR 6-13
WS4 · D&S PLAN
222 pts doneDoD met
SPR 6-13
WS7 · REDWOOD
164 pts doneDoD met
OTIF MTD
93.4%
+0.6 pts wk
Target 95.0%
Inventory Sync acc.
98.2%
+1.8 pts
Target 99.0%
Forecast MAPE
14.6%
-2.4 pts
Target ≤ 13.5%
Close Cycle
5.2d
-1.4 d
Target 4.0 d
Exception SLA
96.1%
+0.4 pts
Target 95.0%
Planner Touch
-42%
vs baseline
Target -50%
OTIF Trend
Daily, last 90 days ORACLE
KPI Progress vs Stage Gate Targets
Phase 3 incentive triggers ORACLE
Outcome Achievement
11 outcomes from Byrne AI readiness assessment ORACLE
| # | Outcome | Owning WS | Baseline | Current | Target | Status | Incentive |
|---|---|---|---|---|---|---|---|
| O1 | Inventory accuracy lift | WS1, WS2 | 96.4% | 98.2% | 99.0% | On track | $30K earned |
| O2 | Forecast MAPE reduction | WS4 | 17.0% | 14.6% | 13.5% | Risk | Pending SG4 |
| O3 | OTIF lift | WS1, WS4, WS5 | 90.6% | 93.4% | 95.0% | On track | $45K earned |
| O4 | Expedite spend reduction | WS1, WS4 | $1.05M | $0.61M YTD | -15% ann. | On track | $25K earned |
| O5 | Close cycle compression | WS5 | 6.6 d | 5.2 d | 4.0 d | Risk | Pending SG4 |
| O6 | Exception MTTR reduction | WS6 | 42 hr | 28 hr | 25 hr | On track | $15K earned |
| O7 | Planner touch reduction | WS4 | 100% | 58% (-42%) | 50% (-50%) | On track | $10K earned |
| O8 | Working capital release | WS1, WS4 | $22.4M | $21.0M | -5% ($21.3M) | Met | $10K earned |
| O9 | Adoption (active users) | WS8 | 38% | 71% | 85% | Risk | Pending SG4 |
| O10 | Agent governance compliance | WS8 | n/a | 100% | 100% | Met | $0K (gate) |
| O11 | Data platform readiness | WS2 | 62% | 88% | 95% | On track | $0K (gate) |
Earned to date $135K of $210K incentive pool. Two outcomes (MAPE, Close Cycle) on amber pending Phase 3 closeout. Adoption (O9) is the WS8 priority for the next two sprints.
Program Health
Reported to SteerCo bi-weekly
| Lens | Status | Headline |
|---|---|---|
| Scope | G | 9 workstreams in flight, no scope additions |
| Schedule | A | SPI 0.93, Phase 3 forecast +11 days |
| Cost | G | CPI 0.96, EAC $3.74M vs BAC $3.60M |
| Quality | G | Defect escape 2.1%, UAT pass 91% |
| Risk | R | R-014 WS4 hypertuning blocked, R-021 WS6 dependency |
| Resource | G | Fully staffed, SI T&M cap not yet breached |
| Adoption | A | 71% active, target 85% by SG4 |
| Governance | G | AI Operating Model in compliance, agent registry current |
Stage Gate Posture
Phase 3 close out criteria
SG4-1 · OTIF lift > 93%
MET
SG4-2 · MAPE ≤ 13.5%
RISK
SG4-3 · Inventory acc > 98%
MET
SG4-4 · Close cycle ≤ 4.5 d
RISK
SG4-5 · Adoption > 80%
RISK
SG4-6 · Agent governance compliant
MET
Decisions Required
For next SteerCo · May 8
D-007 Approve WS4 mitigation: classical baseline for 3 item families
Recommendation: approve. Allows WS4 to keep momentum while demand history depth catches up. Owner: Pedro AG. Resource: 2 sprints.
D-008 Endorse WS8 adoption playbook V2
Champion network expansion to Plant Floor and Finance Close. Adds $25K of WS8 effort, fully within contingency.
D-009 Sign SI SOW V3 amendment
Convert remaining T&M to fixed fee for Phase 3 closeout. Caps remaining exposure at $480K. Awaiting CFO signature.
RAID Log
Risks, Assumptions, Issues, Dependencies SMARTSHEET
Type
ID
Description
Owner
Severity
Likelihood
Status
RISK
R-014
WS4 hypertuning blocked by demand history depth (3 item families < 18 mo)
Mitigation: classical baseline for 3 families, hypertune at SG5
Pedro AG
High
High
Mitigating
RISK
R-021
WS6 dashboard activation contingent on WS7 stabilization 90 day mark
Conditional go-live targeted for 2026-06-15
Chris Clark
Med
High
Tracked
RISK
R-017
WS8 persona based adoption baseline incomplete for Plant Floor and Finance Close
Brianna
Med
Med
In flight
RISK
R-019
Vendor SOW V3 amendment unsigned. Remaining Phase 3 T&M exposure $480K
CFO signature requested 2026-04-25
Tom Chartrand
Med
Low
Pending
RISK
R-022
WS1 agent token spend +18% vs forecast
Triage: prompt compression, response caching
Sasi
Med
Med
In flight
ISSUE
I-008
UAT environment data refresh failed twice in past two weeks
Root cause: OIC orchestration timeout. Permanent fix in PR-244
Sasi
Med
n/a
In progress
ISSUE
I-011
WS2 master data discrepancy between WMS and Fusion for 142 SKUs
Reconciliation script run, manual review by SCM team underway
Pedro AG
Med
n/a
In progress
ASSUMP
A-005
Oracle 26B Agentic Apps GA targeted for May 2026
WS6 design assumes GA by go-live. Backup: custom build path
Chris Clark
Med
Low
Holding
ASSUMP
A-009
Champion network capacity sufficient for Phase 4 sustain mode
Brianna
Low
Low
Holding
DEP
D-003
WS6 Spyglass go-live depends on WS7 Redwood stabilization (90 day quiet period)
Chris Clark
Med
n/a
In flight
DEP
D-006
WS5 Financial Close depends on WS2 master data cleanup completion
Brianna
Low
n/a
On track
DEP
D-007
WS8 training content depends on Redwood feature catalog finalization (WS7)
Brianna
Low
n/a
On track
Weekly SteerCo Summaries
Bi-weekly cadence · chaired by Chris Clark
2026-04-24 · SteerCo #25
Chartrand · Wood · Amador-Gates · Brianna · Sasi · CClark
Headline
- Phase 3 at 67% complete. CPI 0.96, SPI 0.93. Two amber stage gate criteria.
Decisions Made
- Approved WS4 classical baseline mitigation for three item families (D-006).
- Endorsed token budget review path for WS1 agents (R-022).
- Deferred WS6 conditional go-live decision to next session pending WS7 stabilization read out.
New Risks Logged
- R-022 WS1 agent token spend overrun (Med/Med).
Action Items Closed
- 3 of 8 actions closed since SteerCo #24. See Actions tab for current backlog.
Full minutes (45 min session)
Chartrand opened with confirmation that the Spyglass program continues to track within the BAFO capped budget. CFO underwriting of the WS4 classical baseline mitigation was secured before the session. Wood reiterated the Phase 4 sustain mode commitment from Operations. Amador-Gates raised the master data discrepancy on 142 SKUs (I-011), with reconciliation script complete and manual review owned by SCM. Brianna walked through the persona based adoption gap for Plant Floor and Finance Close, with champion network expansion proposed as the path. Sasi presented the agent token spend trend with a triage path (prompt compression, response caching) targeted for closure within two sprints. Decisions D-007 (WS4 mitigation), D-008 (WS8 playbook V2) and D-009 (SI SOW V3) routed for next session.
2026-04-10 · SteerCo #24
Chartrand · Wood · Amador-Gates · Brianna · CClark · SI Lead
Headline
- WS7 Redwood entered stabilization. Embedded AI feature activation tracking on plan.
Decisions Made
- Approved WS6 design freeze and dependency tracking against WS7 stabilization.
- Approved Phase 3 incentive payout schedule for outcomes O1, O3, O4, O6, O7, O8.
Full minutes (52 min session)
SI Lead briefed on capacity for the remainder of Phase 3. WS7 stabilization owners confirmed two consecutive clean weeks of incident free operation. Brianna reported persona based adoption baseline at 71% with a path to 85% by SG4. Chartrand asked for a hard cap on agent infrastructure spend separate from the SI budget. Action recorded for CClark to bring back a token cost forecast at the next session.
2026-03-27 · SteerCo #23
Chartrand · Wood · Amador-Gates · Brianna · Sasi · CClark
Headline
- WS7 Redwood Phase 2 exit on plan. WS4 demand signal audit surfaced 3 deficient item families.
Decisions Made
- Phase 2 closed at SG3 on time. SG3 retrospective scheduled.
- WS4 mitigation triage routed to Pedro AG for proposal at SteerCo #24.
Full minutes (48 min session)
Chartrand commended the team on a clean SG3 close out. Wood stressed that WS4 deficiencies must not create a cascade into WS6 timing. Sasi briefed on OIC orchestration stability post Phase 2 cutover. The session ended with a unanimous SG3 sign off.
Actions Log
Cross-meeting tracker · current backlog 17 open / 9 closed past 30d SMARTSHEET
ID
Action
Owner
Source
Due
Status
A-101
Bring back agent token cost forecast and proposed cap to SteerCo #26
Chris Clark
SteerCo #24
2026-05-08
In progress
A-102
Run WS4 demand signal audit refresh against latest 6 weeks of data
Pedro AG
SteerCo #25
2026-05-15
In progress
A-103
Champion network expansion playbook for Plant Floor and Finance Close
Brianna
SteerCo #25
2026-05-22
In progress
A-104
SI SOW V3 amendment review and CFO signature
Tom Chartrand
SteerCo #25
2026-05-08
At risk
A-105
WS6 conditional go-live decision package for SteerCo #26
Chris Clark
SteerCo #25
2026-05-08
In progress
A-106
UAT environment refresh permanent fix (PR-244 merge and validate)
Sasi
SteerCo #25
2026-05-12
In progress
A-107
Master data reconciliation: 142 SKU manual review with SCM
Pedro AG
SteerCo #25
2026-05-09
In progress
A-108
Phase 4 sustain mode org design draft
Dan Wood
SteerCo #24
2026-05-22
In progress
A-109
Vendor handoff documentation for Phase 4 (SI exit plan)
SI Lead
SteerCo #24
2026-06-05
In progress
A-110
Refresh ROI model with realized outcomes O1, O3, O4, O6, O7, O8
Chris Clark
SteerCo #25
2026-05-15
In progress
A-097
WS7 stabilization 60 day report
Sasi
SteerCo #23
2026-04-22
Closed
A-095
Phase 3 incentive payout schedule for outcomes met
Brianna
SteerCo #23
2026-04-19
Closed
Modeled 3-yr value
$3.0-5.0M
Business case range
Realized YTD
$1.18M
vs $0.95M plan
Forecast 3-yr
$4.42M
Mid-band of model
Program cost
$3.74M
EAC
Net 3-yr value
$0.68M
Forecast - EAC
Payback
28mo
vs 36 mo plan
Realized vs Forecast Value
Cumulative quarterly · modeled bands shown
Value by Driver
Realized YTD plus forecast to year three
| Driver | Realized YTD | Year 1 fcst | Year 2 fcst | Year 3 fcst | Total |
|---|---|---|---|---|---|
| Inventory reduction (working capital) | $340K | $520K | $640K | $680K | $1.84M |
| Expedite avoidance | $210K | $340K | $420K | $450K | $1.21M |
| Labor productivity (planning & finance) | $280K | $390K | $470K | $490K | $1.35M |
| Exception cycle reduction | $140K | $220K | $280K | $300K | $0.80M |
| Margin protection (service reliability) | $210K | $320K | $410K | $440K | $1.17M |
| Total | $1.18M | $1.79M | $2.22M | $2.36M | $6.37M |
Cumulative 3-year forecast of $6.37M is above the modeled mid-band of $4.42M, driven by stronger than expected inventory reduction and expedite avoidance lift.
Outcome to Value Bridge
Each outcome mapped to a dollar lever and current realization
| Outcome | $ Lever | Realized YTD | YTD Plan | Variance | Confidence |
|---|---|---|---|---|---|
| Inventory accuracy lift (O1) | Working capital release | $340K | $280K | +$60K | High |
| OTIF lift (O3) | Margin protection | $210K | $180K | +$30K | High |
| Expedite spend reduction (O4) | Expedite avoidance | $210K | $160K | +$50K | High |
| Close cycle compression (O5) | Labor productivity (Finance) | $95K | $110K | -$15K | Med |
| Exception MTTR (O6) | Exception cycle reduction | $140K | $120K | +$20K | High |
| Planner touch reduction (O7) | Labor productivity (Planning) | $185K | $200K | -$15K | Med |