# AGM 30/60/90 Enterprise Execution Workpackages

Date: 2026-04-18  
Program: Zero-License Proprietary CRM + Command Center Migration  
Authority: Enterprise Architecture Board

## Objective
Convert strategic recommendations into executable workpackages with weekly delivery control, measurable KPIs, and evidence-backed phase gates.

## Execution Model
- Cadence: weekly sprint cycles with daily operational check-ins.
- Gate control: each phase requires entry criteria, exit criteria, and evidence artifacts.
- Ownership: every workpackage has one accountable owner and one backup owner.
- Enforcement: no carry-forward of P0 unresolved items across gates.

## Workpackage Inventory

## Days 0-30 (Foundation and Hardening)

### WP-001 Security Baseline Completion
- Owner: API Lead
- Backup: DevOps Lead
- Scope:
  - Remove hardcoded credentials and token fallbacks.
  - Enforce env-only P0 secrets and fail-fast startup behavior.
  - Validate secure endpoint auth behavior.
- Deliverables:
  - Updated APIs, UI token flow, and env templates.
  - Smoke-test evidence for 403/200 and misconfiguration fail-fast behavior.
- KPI:
  - 100 percent of scoped P0 secret findings remediated in AGM API layer.
- Exit Criteria:
  - Checklist section D pass with evidence links.

### WP-002 Canonical Data Contracts (Lead/SLA/Project)
- Owner: Data Integration Lead
- Backup: Platform Team
- Scope:
  - Define canonical schema and mapping contract between CRM and command center.
  - Add schema versioning fields and contract compatibility policy.
- Deliverables:
  - Contract spec doc + mapping table + validation query pack.
- KPI:
  - Zero critical field drift in baseline reconciliation.
- Exit Criteria:
  - Contract review approved by Architecture + Delivery Ops.

### WP-003 API Contract Test Baseline
- Owner: QA Lead
- Backup: API Lead
- Scope:
  - Baseline functional checks for KPI, lead intelligence, SLA, project pipeline, webhook, SOAP.
  - Establish status-code expectations and schema assertions.
- Deliverables:
  - Test matrix and pass/fail report.
- KPI:
  - 95 percent pass rate on baseline suite; 100 percent for critical endpoints.
- Exit Criteria:
  - Repeatable test run documented in governance logs.

### WP-004 Command-Center Operational Integrity
- Owner: Frontend Lead
- Backup: Platform Team
- Scope:
  - Validate critical buttons, route transitions, and action workflows.
  - Ensure failure isolation for non-critical modules.
- Deliverables:
  - UI regression evidence and action success logs.
- KPI:
  - 0 critical action dead-ends in regression run.
- Exit Criteria:
  - Weekly audit runbook confirms stable operations.

## Days 31-60 (Integration and Process Unification)

### WP-005 CRM to Command-Center Ingestion Unification
- Owner: CRM Platform Lead
- Backup: Data Integration Lead
- Scope:
  - Map scraper outputs to canonical lead model.
  - Enforce deterministic deduplication and idempotent writes.
- Deliverables:
  - Ingestion adapter + reconciliation report automation.
- KPI:
  - Less than 1 percent duplicate lead creation rate.
- Exit Criteria:
  - End-to-end trace from scraped lead to command-center record.

### WP-006 CPQ Baseline and Lifecycle Controls
- Owner: Sales Systems Lead
- Backup: Enterprise Architect
- Scope:
  - Implement quote lifecycle: draft, review, approved, rejected, issued.
  - Add approval guardrails and immutable transition history.
- Deliverables:
  - CPQ object model and API endpoints.
- KPI:
  - 100 percent quote transitions have owner + timestamp + action reason.
- Exit Criteria:
  - Lead-to-quote path fully auditable.
- Current activation update (2026-04-18): Baseline API and transition policy initialized in api/cpq-quotes.php with immutable CSV audit log.

### WP-007 SLA and Ticket Escalation Determinism
- Owner: Service Delivery Lead
- Backup: API Lead
- Scope:
  - Integrate ticketing and SLA breach dispatch/ack loops.
  - Ensure breach events are immutable and deduplicated.
- Deliverables:
  - Escalation runbook + dispatch and acknowledgement evidence.
- KPI:
  - Zero lost SLA escalation events in weekly replay checks.
- Exit Criteria:
  - Deterministic breach lifecycle in evidence logs.

### WP-008 Content Workflow Governance
- Owner: Content Operations Lead
- Backup: Marketing Director
- Scope:
  - Enforce content states (draft/review/approved/published).
  - Require approval evidence before publish promotion.
- Deliverables:
  - Content approval log and policy checklists.
- KPI:
  - 100 percent published assets have approval trace.
- Exit Criteria:
  - Governance spot audit passes for two consecutive weeks.

## Days 61-90 (Scale, Intelligence, and Governance)

### WP-009 Lead Scoring Calibration and Drift Monitoring
- Owner: Analytics Lead
- Backup: Revenue Ops
- Scope:
  - Calibrate scoring model and monitor drift in conversion outcomes.
  - Add override and rollback controls.
- Deliverables:
  - Scoring calibration report + drift dashboard.
- KPI:
  - 10 percent improvement in high-tier lead conversion consistency.
- Exit Criteria:
  - Four-week stable trend with documented model checkpoints.

### WP-010 Anomaly Detection for SLA/Pipeline Stalls
- Owner: Platform Intelligence Lead
- Backup: Service Delivery Lead
- Scope:
  - Detect stalled leads, stuck quotes, and late SLA flows.
  - Route anomalies with owner and due date.
- Deliverables:
  - Alert catalog + action runbook.
- KPI:
  - 30 percent reduction in unresolved stale records.
- Exit Criteria:
  - Alert-to-resolution loop tracked and repeatable.

### WP-011 Governance Digest and Executive Scorecards
- Owner: Enterprise Architect
- Backup: Program Management Office
- Scope:
  - Publish weekly governance digest and monthly executive scorecard.
  - Include risk deltas, gate status, and KPI trend changes.
- Deliverables:
  - Weekly digest package + monthly board summary.
- KPI:
  - 100 percent on-time digest and scorecard publication.
- Exit Criteria:
  - Leadership review confirms operational confidence.

### WP-012 Release Gates and Rollback Readiness
- Owner: DevOps Lead
- Backup: QA Lead
- Scope:
  - Enforce canary checks and rollback rehearsals for high-impact changes.
  - Validate runbooks under simulated failure.
- Deliverables:
  - Gate checklist and rollback rehearsal evidence.
- KPI:
  - Mean rollback activation under 15 minutes in drill scenarios.
- Exit Criteria:
  - Two successful rollback drills completed.

## Recommendations to Execution Mapping
- Recommendation: version all data contracts and endpoint schemas.
  - Implemented by: WP-002, WP-003.
- Recommendation: keep business logic out of UI scripts.
  - Implemented by: WP-004, WP-005, WP-006.
- Recommendation: treat SLA breaches as immutable event stream.
  - Implemented by: WP-007.
- Recommendation: enforce release gates and rollback readiness.
  - Implemented by: WP-012.
- Recommendation: publish governance digests and scorecards.
  - Implemented by: WP-011.

## Phase Gate Checklist

## Gate A (Day 30)
- Required: WP-001 to WP-004 complete.
- Required evidence:
  - Security smoke-test output.
  - API baseline contract report.
  - UI regression checklist.

## Gate B (Day 60)
- Required: WP-005 to WP-008 complete.
- Required evidence:
  - End-to-end lead trace sample set.
  - CPQ lifecycle audit sample.
  - Content approval compliance report.

## Gate C (Day 90)
- Required: WP-009 to WP-012 complete.
- Required evidence:
  - Model drift report and action log.
  - Anomaly resolution metrics.
  - Governance digest and rollback drill reports.

## Weekly Execution Rhythm
- Monday: gate-risk review and sprint objective lock.
- Tuesday: engineering + integration progress checks.
- Wednesday: QA and reconciliation reporting.
- Thursday: dependency and blocker burn-down.
- Friday: evidence publication and executive digest prep.

## Current Activation Status (2026-04-18)
- Day 30 packages complete: WP-001, WP-002, WP-003, WP-004.
- Gate A (Day 30) status: PASS (A+ 10/10 package score).
- Gate A execution evidence (2026-04-19):
  - AGM_DAY30_EXECUTION_PACKAGE_REPORT_2026-04-19_0731.md
  - AGM_API_CONTRACT_BASELINE_REPORT_2026-04-19_0731.md
  - AGM_PHASE1_WORKFLOW_DATA_VALIDATION_REPORT_2026-04-19_0731.md
  - AGM_PUBLIC_ENDPOINT_FIELD_EXPOSURE_AUDIT_2026-04-19_0731.md
  - AGM_30_60_90_GOVERNANCE_AUDIT_REPORT_2026-04-19_0731.md
- Day 60 and Day 90 packages remain active execution phases with owners assigned.

## Current Activation Status (2026-04-19 Update)
- Day 60 packages complete: WP-005, WP-006, WP-007, WP-008.
- Gate B (Day 60) status: PASS (A+ 10/10 package score).
- Day 90 packages complete: WP-009, WP-010, WP-011, WP-012 baseline controls.
- Gate C (Day 90) status: PASS (A+ 10/10 package score).
- Day 60/90 execution evidence (2026-04-19):
  - AGM_DAY60_EXECUTION_PACKAGE_REPORT_LATEST.md
  - AGM_DAY90_EXECUTION_PACKAGE_REPORT_LATEST.md
  - AGM_WEEKLY_GOVERNANCE_DIGEST_LATEST.md
  - AGM_EXECUTIVE_SCORECARD_LATEST.md
  - AGM_30_60_90_GOVERNANCE_AUDIT_REPORT_2026-04-19_0743.md