FT
FULCRUM TACTICS AI.COCKPIT
Implementation, Third-Party Integration & ADKAR Enablement Cockpit
Engagement Plan:
Implementation Progress ◔
Phase 2 of 3
Week 4 of 6 · On Schedule
Data Hygiene Gate ✔
99.4% Pass
Zero Unvalidated Writes · Strict Types
ADKAR Readiness Score ★
85% Ready
Champions Trained · SOPs Recorded
Projected Value Lock $
$148,000/yr
Verified Labor Reclaimed + Leakage Cut
Engagement State Simulator
Test real-time client review highlights & exception alerts
ENGAGEMENT HEALTH: OPTIMAL. All 4 technical gates aligned with client SOW. Data contracts locked, least-privilege API tokens validated, and ADKAR coaching sessions on track.

Technical & Third-Party Integration Milestones

Deterministic architecture gates: from discovery contracts through historical cleansing to production cutover.

GATE 1 ✓ ACCEPTED

Definitional Conflict Ledger & SoR Matrix

Definitional Conflict Ledger (_meta/conflicts.yaml) & SoR Entity Ownership Matrix (_meta/source_map.yaml) signed off by CFO/Controller.

  • ✓ Definitional Conflict Ledger (_meta/conflicts.yaml) signed off by CFO/Controller
  • ✓ SoR Entity Ownership Matrix (_meta/source_map.yaml) locked for GL, CRM & ERP
  • ✓ Scoped OAuth2 tokens & token rotation alert schedule verified
Sign-off: CFO & Controller ✔ COMPLETE
GATE 2 ✓ ACCEPTED

Canonical Glossary & Certified DuckDB SQL Suite

Canonical Glossary & Certified DuckDB SQL Suite verified against historical board close packet (100% Schema & Math Pass).

  • ✓ Canonical Glossary & Certified DuckDB SQL Suite active
  • ✓ Verified against historical board close packet (100% Schema & Math Pass)
  • ✓ Zero unhandled nulls, grain divergence, or reconciliation drift
Sign-off: Finance Controller ✔ COMPLETE
GATE 3 ⚙ IN GATE

FastMCP Streamable HTTP Gateway & Precedence Rules

FastMCP Streamable HTTP Gateway + Precedence & Escalation Rules tested with emergency kill-switch.

  • ✓ FastMCP Streamable HTTP Gateway (execute_metric_query) operational
  • ✓ Precedence & escalation rules tested with bounded AI extraction
  • ✓ Emergency kill-switch tested under simulated upstream failure
Current Gate · Testing 85% PASSED
GATE 4 ◯ PLANNED

Nightly Schema Drift CI & Handover Pack

Nightly Schema Drift CI (validator.py) wired to Slack/Teams + Post-Day-90 Handover Pack exportable as Markdown/PDF.

  • ◯ Nightly Schema Drift CI (validator.py) wired to Slack/Teams alerts
  • ◯ Post-Day-90 Handover Pack exportable as Markdown/PDF
  • ◯ Production cutover sign-off & unencumbered code handover
Scheduled: Week 6 ◯ QUEUED

Integration Evidence & Governance Log

Verified contractual deliverables, schema definitions, and authorization records.

Gate Deliverable / Verification Record Category Target System Verification Status
GATE 1 Definitional Conflict Ledger (_meta/conflicts.yaml) & SoR Entity Ownership Matrix (_meta/source_map.yaml) signed off by CFO/Controller Context Core & Governance QuickBooks Online, CRM & ERP ✓ VERIFIED & SIGNED
GATE 2 Canonical Glossary & Certified DuckDB SQL Suite (100% Schema & Math Pass) Analytical Baseline Historical Board Close Packet ✓ 100% SCHEMA & MATH PASS
GATE 3 FastMCP Streamable HTTP Gateway + Precedence & Escalation Rules MCP Serving Layer execute_metric_query & Kill-Switch ⚙ TESTED WITH KILL-SWITCH
GATE 4 Nightly Schema Drift CI (validator.py) & Post-Day-90 Handover Pack Operations & CI/CD Slack/Teams Alerts & IT Runbook ✓ EXPORTABLE MD/PDF

ADKAR Organizational Adoption Tracker

Ensuring staff fluency, champion ownership, and zero resistance across the 5 human enablement checkpoints.

Overall Enablement: 85%
A
Awareness
Checkpoint 1
Executive Briefing & "Why We Eliminate Drudgery" Memo
Staff memo distributed from CFO explaining that automation eliminates tedious voucher re-typing without cutting headcount.
Artifact: All-Hands Project Charter & CFO Memo
✓ 100% COMPLETE
All 14 Affected Staff Briefed
D
Desire
Checkpoint 2
Frontline Champions & Real-Task Friction Relief
Identified 2 lead AP specialists to co-design exception handling; demonstrated immediate relief on monthly tooling invoices.
Artifact: Champion Charter & Pain-Point Friction Matrix
✓ 100% ALIGNED
Champions Active & Participating
K
Knowledge
Checkpoint 3
5-Minute Loom Videos & 1-Page Laminated SOPs
Recorded 3 concise micro-walkthroughs for discrepancy override, price variance tolerance, and new vendor onboarding.
Artifact: 3x Loom Videos + 1-Page Exception Decision Tree (PDF)
✓ 90% DELIVERED
3 of 3 SOPs Recorded & Distributed
A
Ability
Checkpoint 4
Paired Live Operating Sessions with Fulcrum Coach
Staff run real weekly invoice batches side-by-side with Fulcrum lead; 12 edge cases resolved in hands-on clinic.
Artifact: Live Coaching Log & Discrepancy Edge-Case Catalog
⚙ 75% IN PROGRESS
2 of 3 Cohorts Completed
R
Reinforcement
Checkpoint 5
30-Day Post-Launch Telemetry & ROI Validation
Automated telemetry broadcasting weekly hours reclaimed, match rate velocity, and zero unhandled vendor exceptions.
Artifact: Telemetry Dashboard & 30-Day Value Lock Audit
◯ 40% STAGED
Ready for Day 45 Cutover

Post-Day-90 Ownership & Maintenance Plan

Long-term operational durability: choose the client's preferred ongoing governance model and export the handover pack.

Turnkey Internal SaaS Ops

Select Model

Best for client teams with tech-savvy operations leads who want total self-sufficiency and zero recurring retainer fees.

  • ✓ Complete ownership of workflow logic & schema repos
  • ✓ Self-contained webhook & automated alert configuration
  • ✓ 1-Page exception SOPs & admin triage guide
  • ✓ 30-Day post-launch warranty included
Client Maintained $0 / month

Internal IT / MSP Handover Pack

✓ SELECTED

Tailored for organizations with an existing Managed Service Provider (MSP) or IT infrastructure director.

  • ✓ Formal architecture & disaster recovery handover
  • ✓ API credential rotation protocol & least-privilege review
  • ✓ 2-Hour technical briefing with client IT / MSP staff
  • ✓ Automated Datadog / Slack webhook alert wiring
IT / MSP Runbook Handover Certified

Fulcrum Fractional Stewardship

Select Model

Ongoing fractional architecture stewardship for high-growth operations that want proactive optimization & zero maintenance burden.

  • ✓ Continuous schema drift & third-party API monitoring
  • ✓ Guaranteed 4-hour SLA response on pipeline blockers
  • ✓ Monthly automation velocity & cost-reclamation report
  • ✓ Quarterly workflow enhancements & model upgrades
Fulcrum Managed Monthly Retainer

Client Handover Verification Checklist — Internal IT / MSP Handover Pack

Complete these 10 contractual criteria before final Delivery Council project closure.

Checklist copied to clipboard as Markdown!