Partially built, needs Santosh pilot closure
Finish Santosh POC: work distribution, production reports, Zoom calling, QC, manager dashboard, client reporting, and screen capture decision.
Keep Santosh focused as the only pilot owner and approve the client-facing success metrics.
By 12 May 2026
Raghu + Santosh
Explicit April 22 requirement, not yet finished
Build client-facing reports that show received, completed, pending, missed, accuracy, efficiency, and turnaround time by process.
Approve the exact client-facing metrics and naming before the first demo to DA firms.
With Santosh pilot
Raghu + Arvind + Santosh
Research required before build decision
Research cheaper alternatives to Time Champ-style monitoring and decide whether to build or integrate.
Confirm acceptable monitoring depth, retention, and budget once options are presented.
Decision needed
Raghu
Shift tracking exists, reporting model needs refinement
Separate login-to-logout, production, non-production support time, idle time, breaks, and role-based production targets.
Approve the label and role benchmarks, such as manager/team-lead production percentage expectations.
With TrackIt reporting
Raghu + Arvind + Santosh
Product direction set, data-labeling workflow needed
Set tool/channel/spreadsheet format so Turnaround can label legal codes/categories and build the comparison base.
Confirm the labeling team, enforce daily sample review, and start the 500k document push without waiting for the full platform.
1 May 2026 target
Raghu + Arvind
Waiting on complete process assets
Collect SOPs, videos, checklists, cheat sheets, and use them to identify automation opportunities.
Make Santosh produce the asset pack in one place before asking wider managers.
After Santosh asset pack
Raghu + Santosh
Module list defined, many boxes not built
Prioritize policies, resources, communications, calendar, QC reports, announcements, Always For You, chat, and work tracking.
Approve which boxes are must-have for the Santosh pilot versus later employee OS rollout.
Phased after TrackIt core
Raghu + Arvind
Simple module, waiting on source assets
Load policies, HIPAA, SOPs, contracts, cheat sheets, workflows, scripts, templates, and Loom/Drive resources into the dashboard.
Send the spreadsheet listing each resource, current location, purpose, and whether it must be created.
Once Arvind shares assets
Arvind + Raghu
Direction set, integration approach not decided
Decide how client emails, WhatsApp Business, Slack, Teams, calls, and calendar notifications appear inside the dashboard.
Approve the first-channel strategy, likely Outlook plus a controlled WhatsApp Business path.
Design decision needed
Raghu + Arvind
Small modules identified, not built
Implement internal chat, Always For You ticketing for IT/HR/facilities, announcements, notifications, and historical QC report access.
Confirm whether these are demo-visible now or phase-two after TrackIt core.
After dashboard priority decision
Raghu
Prototype exists, next scope needs review
Close sourcing database, candidate profile, assessment/testing, HR/manager feedback, offer letters/contracts, Zoho Sign, onboarding, and Matchmaker direction.
Decide whether Recruited/Matchmaker is parallel priority or follows TrackIt/Document AI, while preserving it as a sales proof point.
Date needed
Raghu + Anurag
Known project, lower immediate priority
Decide whether to keep Zoho LMS for now or rebuild training, onboarding checklists, videos, quizzes, certificates, and resource learning paths.
Confirm this remains phase-two unless needed for the Recruited/onboarding demo.
After higher-priority demos
Raghu + Turnaround training team
Required for sales credibility, not started
Include website redesign, SEO, sales video, yearly/event calendar, and social visibility in the proposal rather than dropping it.
Approve whether this sits in the same transformation proposal and budget.
Date needed
Raghu
Critical operating constraint
Define the program owner, dedicated teams, weekly demos, daily/ad-hoc checks, and which decisions Raghu can make without sponsor approval.
Approve the delivery model and hiring plan so execution does not depend on two people.
Before scale-up
Raghu + Arvind
Future product story, not immediate priority
Use finished TrackIt, Document AI, recruitment, training, and process automation proofs to support the broader Turnaround AI sales story.
Keep it visible as the direction of travel, but do not let it distract from TrackIt and Document AI execution.
After proof points
Arvind + Raghu
Fireflies route live, historical meetings loaded
Use Fireflies/Fathom ingestion consistently and review extracted candidates before they become command memory.
Use the system as the single place to review meeting-derived actions.
Live now
Raghu