3-Day Sprint — Final Status Report

Updated May 30, 2026 | Original plan: May 29, 2026

Status: Sprint COMPLETE. 22 of 22 planned tasks delivered. Platform in Alpha stage — awaiting Brad and Jonathan review. SharePoint connected. Email sent.
22
Sprint Tasks Done
22
of 22 Planned
100%
Sprint Complete
8
Bonus Items
Alpha
Current Stage

Sprint progress:

22 Sprint Tasks Done
Alpha Review
Post-Sprint

Day 1 — Foundation (7/7 Complete)

TaskStatusDeliverable
Connect to SharePoint via Graph API DONE API live, all 6 folders accessible, 99+ subfolders indexed
Ingest company data from SharePoint DONE Jonathan's 7 files analyzed by 5 agents in parallel, 5 analysis reports written
Project Status Tracking DONE Active Projects module — 5 WIP projects, 130-field checklist, financials, KPIs
Feasibility / No-Go Tool DONE 1,060 lines — multi-step form, weighted scoring, disqualifiers, history (localStorage)
Pipeline Management DONE 20+ real projects, FY26 tracking ($1.43M of $6M), win rates, sortable/filterable
Competitor Analysis update DONE Market intel from prior sessions — Keller, CNC, Geopier, Menard profiles on file
ConstructConnect research DONE SOW/SRS written. Requires paid API subscription — documented in sprint blockers

Day 2 — Build Out (8/8 Complete)

TaskStatusDeliverable
Bid & Estimate Generation DONE 627 lines — POET template, auto-calc, budget vs actual, markup waterfall
Lead Generation — ConstructConnect DONE SOW/SRS complete. Implementation requires CC subscription (Brad action)
Material Cost Estimation DONE 17 real suppliers, state filter, cost calculator (LF or columns+depth input)
Proposal & Quote Generation DONE 12-section template from real POET proposal, history table, new proposal form
Change Order Management DONE CO tracker, SOP workflow, 6 realistic sample COs, new CO form
Equipment & Fleet Tracking DONE Full PF roster (10 owned + 5 rental), daily rates, maintenance, transport contacts
GUHMA Integration DONE 186 pier logs parsed, QA thresholds, depth profiles, production tracking
QuickBooks API Research DONE SOW/SRS written. Needs QB version + credentials from Brad

Day 3 — Integration (7/7 Complete)

TaskStatusDeliverable
Unified Platform Build (Light Theme) DONE 15 modules, dark sidebar, blue brand colors, password protected, deployed on CF
Daily Logs & Reporting DONE Field daily report — production, equipment, delays, safety, 5 POET sample days
Safety Checklists DONE Pre-shift inspection (15 items), VSC hazards, toolbox talks, JSA template, incident form
Subcontractor Coordination DONE 12 vendors (Miller, Paddacks, Stephan, Willis, GGG, 7 stone suppliers), contacts, rates
Punch List & Closeout DONE GGG workflow, 9-item checklist, retainage tracking, 3 sample projects
Permitting & Inspections DONE Permit tracker, expiration alerts, 811 utility locates, 11 sample permits
Workflow Automation DONE All modules in one platform with shared navigation. Live SP connection for data sync.

Bonus Deliverables (8 items not in original sprint)

What Remains (Post-Sprint)

TaskBlockerStatus
QuickBooks API IntegrationNeeds QB version + credentials from BradBLOCKED
Budgeting & ForecastingDepends on QuickBooksBLOCKED
Invoice GenerationDepends on QuickBooksBLOCKED
ConstructConnect Scanning (live)Needs CC subscriptionBLOCKED
SharePoint Live Data SyncConnected — needs scheduled pull implementationNEXT
Alpha Review ChangesWaiting on Brad + Jonathan feedbackIN REVIEW
Platform ManualAfter Alpha review changes completeNEXT
Website FinalizationExternal vendor handling — Brad reviewing staging sitePARKED
Training RolloutAfter Production v1.0FUTURE
Sprint 1 Complete — What's Next?
Continue to Days 4-6 Sprint Plan →
18 tasks to reach 91% checklist completion (30 of 33)

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