<aside> ℹ️

Source: Steelman ERP CRM Project Plan v1, 23 Sep 2026 (draft for baselining). Dates, owners and thresholds are proposals, not commitments. People get named at G1.

</aside>

<aside> ✅

Verified locally

DB + model · workflow UI · 31 tests · demo migration · Bicep compiles

</aside>

<aside> ⏳

Not yet verified

Azure · Linux image · Entra sign-in · MYOB/Excel · real data

</aside>

📋 Task Register

Switch views for Timeline, Status board, By workstream, Gates and Progress. Update statuses here as work moves.

Task Register

🚩 Gates

<aside> 🏁

G1 · 2 Oct

Scope baseline

Owners, costs, scope, source inventory

</aside>

<aside> 🧪

G4 · 13 Nov

User acceptance

Mandatory scenarios pass; critical defects closed

</aside>

<aside> ☁️

G2 · 16 Oct

Staging ready

Entra, Blob and PostgreSQL verified; MYOB/Excel decision

</aside>

<aside> 🟢

G5 · 20 Nov

Go-live decision

Rehearsal, recovery proof, training

</aside>

<aside> 📦

G3 · 30 Oct

Release candidate

Priority fixes; migration rehearsal reconciled

</aside>

<aside> 🤝

G6 · 4 Dec

Operational handover

Support accepts ownership

</aside>

Critical path: decisions → source mapping + fixes → deployed RC → UAT + rehearsal → recovery + cutover approval → launch.

🎯 Launch criteria

Workflows

Every mandatory scenario passes with SME evidence, including variations, revised drawings, partial receipts, failed QA, mixed-project nesting and partial delivery/invoicing.

Data

100% of in-scope records imported or on an approved exception list. No orphan links. Quantity and financial totals reconcile to source. Every attachment opens and matches its hash.

Security

All 7 roles tested with real Entra accounts. Unauthorised users can't reach restricted values, files or audit. No open critical/high issues.

Quality

No open Sev 1/2 defects. p95 common screen load ≤3 s at agreed volume and concurrency.

Recovery

DB + Blob restore demonstrated to a coherent point. Alerting, support ownership, incident contacts and user guides verified.

⚠️ Key risks

🗳️ Decisions due