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James Okafor · Software Architecture & CRM Integration

What needs my action now

Active work and requests

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Priority go lives
Apex Industries
Redwood Logistics

Work ready for me

5 active

Assigned and available work · sorted by due date

StatusCustomerStageBlocking partyWork itemTime under pressureCSMDeadlineCSM pressureValueDo the work

Apex Industries

Sarah Chen

Delivery
Customer

CRM Integration & Automation

Customer has not approved API access credentials, which prevents integration starting

Overdue 1 day

1d overdueRachel Moore2 days2×£22,400

Meridian Legal

Tom Briggs

BRD
CSM

Analytics Dashboard Build

CSM has not confirmed scope sign-off, which prevents BRD completion and handover to delivery

Overdue 2 days

Due todayDavid Park3 days3×£9,600

Redwood Logistics

Amy Walsh

CSAT
Expert

Inventory Management System

Expert has not submitted final CSAT review request, which prevents customer sign-off and revenue release

Due todayRachel Moore1 day£14,800

Northgate Finance

Lisa Patel

Delivery
Partner

Data Pipeline Automation

Partner has not delivered data schema documentation, which prevents pipeline configuration from starting

2dSophie Adams2 days£16,200

Crestview Health

Marcus Webb

BRD
Customer

Customer Portal Redesign

Customer has not provided stakeholder sign-off list, which prevents kickoff scheduling

Approaching deadline

5dSophie Adams3 days£8,400

Available work

5 available

Bid requests and matching work

CustomerUrgencyStageEstimated value rangeTime to respondFit

Solaris Retail

E-commerce Platform Migration – full re-platform to Shopify Plus with ERP sync

High
BRD ready
£18–25k

Estimated

Respond within 24h

Strong

BlueWave Energy

ERP Data Migration & Cleanse ahead of new system rollout

Medium
BRD pending
£12–16k

Estimated

Respond within 48h

Good

Pinnacle Property

CRM Onboarding Automation for new agent intake flow

Medium
BRD ready
£9–14k

Estimated

Respond within 48h

Strong

Harwick Insurance

Claims Portal Integration with legacy policy management system

Medium
BRD pending
£20–28k

Estimated

Respond within 3 days

Good

Vantage Logistics

Real-time Fleet Tracking Dashboard with API feeds from 3 telematics providers

High
BRD ready
£15–20k

Estimated

Respond within 24h

Strong

Active delivery

4 active

Work that is already underway

CustomerStageTimeDeadlineCSMStatusRevenue at riskDo the work

Apex Industries

CRM Integration & Automation

Sarah Chen

DeliveryOverdue 1 day2 daysRachel Moore
At risk
£22,400 at risk

Meridian Legal

Analytics Dashboard Build

Tom Briggs

BRDOverdue 2 days3 daysDavid Park
At risk
£9,600 at risk

Northgate Finance

Data Pipeline Automation

Lisa Patel

Delivery5 days5 daysSophie Adams
On track

Crestview Health

Customer Portal Redesign

Marcus Webb

Design8 days8 daysSophie Adams
On track

Close out work

3 pending

Delivery progression

CustomerWork itemStageAction requiredDeadlineCSMStatusDo the work

Redwood Logistics

Amy Walsh

Inventory Management System

CSAT

Submit CSAT review request to customer

1 dayRachel Moore
On track

BlueWave Energy

Priya Nair

ERP Integration & Reporting Suite

Sign-off

Chase customer sign-off on final deliverables

2 daysDavid Park
On track

Pinnacle Property

James Hart

CRM Onboarding Automation

Review

Address outstanding feedback from customer review

OverdueRachel Moore
At risk

Performance & earnings

Feedback loop · read only · supports self-improvement

Earnings

Earned

£11,900

In delivery

£22,400

Revenue at risk from delays

£8,200

Quality

CSAT

4.8

/ 5

Platform rating

4.6

Repeat work rate

72%

Rework rate

4%