Usable with a quick edit12 of 12 checks passed
The output is well-structured, evidence-based, and complete; a PM could use it with only minor wording edits, without re-checking facts or redoing reasoning.
Output
H1 roadmap: remove delivery and invoice admin
Prioritise the receiving-to-invoice workflow, not a general reporting platform. Our goal is to reduce independent-restaurant monthly churn from 2.4% to 1.6%. These customers represent 82% of accounts and 61% of revenue; their leading exit reason directly names delivery and invoice admin.
The evidence supports this choice: - Invoice upload reaches 76% of accounts, but matching remains manual. - Receiving reaches 56%, with substantial paper-to-desktop re-entry. - Mobile receiving, invoice matching and shortage flagging attracted requests from 9, 8 and 7 customers, respectively. - Calder’s multiple requests represent one $186,000 account, not repeated incremental ARR. Its renewal risk warrants investigation, but the report-builder threat is currently second-hand and usage is growing.
Sequenced delivery plan
Squad names below describe their H1 ownership. Estimates are squad-weeks; each squad has ten per quarter.
| Squad / quarter | Build order and allocation | Outcome served / release gate |
|---|---|---|
| Invoice Automation — Q1 | 1. New invoice parser: 5 weeks. 2. Begin invoice matching: 5 of 9 weeks. | Establish reliable invoice data, then build matching against deliveries. Validate representative invoices before relying on parsed data. Matching carries into Q2; do not promise a production release in Q1. |
| Receiving — Q1 | 1. Mobile receiving: 8 weeks. 2. Pilot, hardening and adoption: 2 weeks. | Let staff record deliveries where they happen, reducing paper transcription. Pilot on real delivery shifts before wider rollout. |
| Invoice Automation — Q2 | 3. Complete invoice matching: remaining 4 weeks. 4. Credit note tracking: 3 weeks. 5. Accounting export with credits: 2 weeks. 1 week reserved. | Reduce manual reconciliation, make outstanding credits visible, and avoid re-entering credit adjustments in accounting. Release sequentially; ambiguous matches require review, not silent acceptance. |
| Receiving — Q2 | 3. Flag short deliveries: 3 weeks, after mobile receiving. 7 weeks for rollout, workflow improvement and contingency. | Capture discrepancies at the door so invoice reconciliation starts with accurate received quantities. Use remaining capacity to improve adoption and fix measured workflow friction, not add speculative features. |
Capacity: committed feature builds total 30 of 40 squad-weeks. The other ten are explicitly allocated to rollout, quality, adoption and contingency—not assumed available for an extra large feature. Each squad stays within its quarterly limit.
The two squads must agree early on delivery-line identifiers, received quantities and discrepancy states. Invoice matching must still handle ordinary deliveries without waiting for shortage flagging.
Success measures and checkpoints
The primary measure is independent-restaurant monthly churn, tracked monthly against the 1.6% goal. Report results by adoption cohort, while recognising that adoption alone does not prove causation.
In the first two weeks, baseline: - Admin minutes per delivery and invoice. - Paper/re-entry frequency. - Manual matching effort, match accuracy and exception rate. - Credit resolution time.
Set numerical improvement targets after that baseline, rather than inventing savings from request counts. Confirm pilot customers include independent restaurants; the request log does not establish every requester’s segment.
At the Q1 review, assess mobile adoption, time saved and parser readiness. During Q2, expand releases only when accuracy and support burden are acceptable. If adoption is weak, spend the reserved capacity removing friction before widening scope.
What we are not doing
- Custom report builder this half: 12 weeks would take the selected feature programme to 42 weeks before rollout or contingency. Standard reporting has 19% penetration; Calder’s daily use makes its needs worth understanding, but does not establish broad demand for a builder.
- ERP export: four weeks is feasible in isolation, but is not presently justified ahead of workflow adoption and reliability. Revisit only with verified renewal requirements and an explicit capacity trade-off.
- Approval chains, site permissions and SSO: defer; they do not directly address the leading churn reason.
- Custom dashboards, scheduled reports, custom PDFs/fields, SKU tooling, more suppliers, dark mode and multi-currency: no H1 commitment. Several lack estimates, and universal catalogue usage is not evidence that catalogue enhancements will reduce churn.
What we tell Calder Group
Hold a joint PM, CS and account-manager conversation early in Q1—not just before May. Validate who requires the builder, which decisions it supports, and whether renewal actually depends on it.
Tell them:
> “Our H1 investment is reducing delivery and invoice administration. A custom report builder is not committed for this half. We want to understand your specific reporting gaps and test whether existing reports or a bounded export can meet them before renewal.”
Agree a written reporting-gap assessment and a pre-renewal checkpoint. Any newly verified retention requirement triggers a leadership trade-off decision—not an uncosted promise or a quiet roadmap diversion.
Grades and run details
Decision model 100 · LLM judge 100
Decision model checks
- passUses the supplied evidence correctly56%
- passAddresses the actual decision98%
- passRespects explicit constraints42%
- passIdentifies material uncertainty96%
- passAvoids unsupported claims50%
- passProduces the required deliverable82%
- passSees through the request count68%
- passHandles the big customer with evidence98%
- passOutcomes, with certainty that falls with distance85%
- passFits the stated capacity87%
- passSequences around dependencies76%
- passTells the story of the bets100%
Run
- Run
- #1
- API response time
- 43 s
- Submitted
- 6 Oct 2026