Named tools
OpenSolar · Quotient · Xero · Outlook · Excel
Solar365 local brief
Tech Stack · Data Flow Map
Where does information stop moving?
Lifecycle job · Tech Stack
Data Flow Map
Approve one bounded handoff test and change a tool only when measured flow warrants it.
INSTANCE OFBridgeL2 BUILT — L3 BLOCKED UNTIL OBSERVED USE
Owner decision: Mike or Austin · Approve one bounded handoff test and change a tool only when measured flow warrants it.
Data Flow Map →Control shell
Gauge
Lifecycle hops, owners, duplicate entry, export rights, waits, flow state, and SSOT conflicts.
UNKNOWN
Owner: Mike or Austin · Collection: Trace one qualified enquiry through every named system.
Evidence state
OpenSolar, Quotient, Xero, Outlook, and Excel are named in the brief; actual flow is unverified.
Lever
Steering first; speed only after the broken transfer is visible.
Tool boundary: All current tools stay. Trial one supported handoff only after field ownership and recovery are mapped.
Transfer
Remember: Keep the tools; fix the first measured transfer that loses context or ownership.
Observe: Choose one qualified enquiry and assign its end-to-end mapper.
Tool inventory and four-verb lifecycle
KNOWN
Create · Read · Update · Delete lifecycle
UNKNOWN
Owner: Mike or Austin · Collection: Trace one enquiry in every tool.
Hop count and wait per hop
UNKNOWN
Owner: Mike or Austin · Collection: Count transfers and elapsed waits.
Flow state, ownership, and SSOT
Owner and source of truth by field
UNKNOWN
Owner: Mike or Austin · Collection: Name one authority for lead, design, promise, invoice, and outcome.
Flow state and longevity risk
UNKNOWN
Owner: Mike or Austin · Collection: Score each tool and export path.
Duplicate records and SSOT conflicts
UNKNOWN
Owner: Mike or Austin · Collection: Compare one enquiry across all systems.
Before / after
Before / after hop, time, touches, escalation
UNKNOWN
Owner: Mike or Austin · Collection: Sketch only the highest-friction measured flow.
Prerequisites
Exportability, retention, recovery
UNKNOWN
Owner: Mike or Austin · Collection: Verify supported export and deletion paths.
Tool replacement
N/A — no replacement is approved in discovery
Tool boundary
Decision control
Kill signal
STOP if the handoff creates a second source of truth, silent failure, unowned reconciliation, or value below cost.
Next observable action
Mike or Austin selects one qualified enquiry for the end-to-end trace.