The triage view

See what needs attention.

We bring project, finance and capacity information together so leaders can spot risk early and act with context, from a view they trust.

Operating view Example
Signal 01 Owner to review

Fee drift on phase two

Fee, labor and billing for this phase sit in different records. The signal links them so the project owner can look before the next review.

Source: Fee record Source: Labor record Source: Billing record

Example. Every signal links back to the records it came from.

Every signal links back to the records it came from.

What you receive

Measures, signals and a review routine.

Owner named on every measure
Panel 01

Agreed operating measures

A short list of measures with clear definitions and named owners.

Panel 02

Source linked signals

Every signal links back to the records it came from.

Panel 03

A leadership review process

A simple routine for looking at the view and deciding what to do.

How it runs

Define, connect, review.

A weekly habit
  1. Monday Define

    Agree what leaders need to see and how it is calculated.

  2. Tuesday
  3. Wednesday Connect

    Link the sources and show where each number comes from.

  4. Thursday
  5. Friday Review

    Build the habit: look, decide, follow up.

A good fit when

Questions this answers.

  • Leaders each keep their own version of the numbers.
  • Problems are discovered at the review, not before.
  • Reporting takes days every month.
Next step

Bring your measures together and we will set up the first view.

Book a discovery call