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THE DELIVERY ENGINE

Four phases. Gated by design.

Every closed-won deal becomes an engagement that flows through Definition, Build, Delivery, and Closure — each with its own gating sign-off, its own spawned tasks, and its own RACI-routed accountability. When Closure signs off, the engagement graduates to BAU.

Definition→
Build→
Delivery→
Closure
→BAU

Anatomy of an engagement

Every engagement shows you the same thing: current phase, gate readiness, what was signed, and what's next.

Meridian Group — Delivery

Currently in Build · G1 signed Jan 22

Build
Definition
→
Build
→
Delivery
→
Closure
→
BAU
G1 Gate SnapshotSigned off
BID v3 frozen
PID v2 frozen
Full SoW signed
Build · in progress

14 of 22 phase tasks complete. Data migration module is enabled — dry-run scheduled for Feb 8. Lead Engineer Sarah Chen is Accountable on the integration workstream. BID has 2 pending revisions from client feedback.

The Lifecycle

One phase, one job. Every time.

Each phase has typed inputs, spawned tasks, and a gating sign-off. No ambiguity about whether you're ready to move forward.

Definition

Scope it before you ship it.

Inputs

Closed-won deal + Definition SoW

Tasks

Kickoff, requirements workshops, RAID log setup, BID/PID drafts, team staffing

Gate

G1 — Signed PID + signed BID + full SoW

Build

Configure, integrate, develop.

Inputs

Signed G1 artifacts

Tasks

OS config, GL mapping, data migration, integrations, user-story dev, UAT prep

Gate

G2 — Build-complete sign-off, UAT-ready system

Delivery

Test it, train them, take it live.

Inputs

Build-complete system

Tasks

UAT execution, defect triage, training, cutover prep, go-live readiness

Gate

G3 — UAT sign-off + go-live approval

Closure

Stabilize. Hand over. Close out.

Inputs

Live system

Tasks

Hyper-care, post-go-live stabilization, lessons learned, BAU handoff

Gate

G4 — Closure sign-off → graduation to BAU

Gates & Snapshots

Sign once. Snapshot forever.

Every gate captures an immutable snapshot of what was signed — the BID, the PID, the SoW, the UAT report, the closure pack. The source document keeps evolving; the snapshot freezes what was agreed at that gate.

Living BID/PID

Documents update continuously as the project unfolds — the gate snapshot freezes what was actually signed.

Immutable per-gate record

Rewinding a gate never retracts a snapshot. Every audit, every dispute, every renewal references the same source of truth.

Re-snapshot on change

When a change request approves in BAU, a fresh BID snapshot tags `phase: bau` so the post-go-live trail stays complete.

Two-stage SoW

Definition SoW signed before Definition opens. Full SoW signed at G1, once true scope is known. No more four-month deals that turn into twelve.

RAID Log — Meridian

4 items · 1 open
RiskDana Lee · Open

Client legal not engaged for DPA

AssumptionSarah Chen · Confirmed

Okta SSO is production-ready by G2

IssueLead Eng · In progress

Sandbox creds intermittently expire

DecisionDM + Client · Logged

Pin EDI rollout to phase 2 (post go-live)

Team AssignmentRACI · 6 roles staffed
Delivery ManagerAll phases — gate sign-off authorityAuto-routed
Business AnalystDefinition — requirements, BID/PIDAuto-routed
Account ManagerDefinition + Closure — client interfaceAuto-routed
Lead EngineerBuild + Delivery — dev + UATAuto-routed
Data LeadBuild — migrations + mapping (if toggled)Auto-routed
QA LeadDelivery — UAT execution + defect triageAuto-routed

Phase tasks land on the Accountable role automatically when the phase opens. No manual triage.

RACI Auto-Assignment

Every task knows who owns it.

The delivery team has typed role slots — Delivery Manager, Business Analyst, Account Manager, Lead Engineer, Data Lead, QA Lead — that map to the RACI matrix on every phase task. When a phase opens, tasks auto-route to the Accountable person. No triage meeting. No spreadsheet.

  • One Accountable per task; many Responsible
  • Re-staff a role mid-engagement, tasks re-route
  • Unstaffed phase = clear banner, not silent failure
  • Resource allocation hours sit alongside the role slots

À-la-carte modules

Toggle a module on at the start of the engagement — Tempo spawns the right tasks in the right phase. Toggle one off, and the related tasks never appear.

Data Migration

Spawns mapping, validation, and dry-run tasks in Build

GL Mapping

Finance-side configuration in Build phase

Integration

Third-party connector workstream in Build

EDI Feeds

EDI partner setup and message-flow validation

Post-Gate Scope Control

Budget locked. Scope changes audited.

The full SoW signed at G1 sets the budget. Any post-G1 scope shift runs through the 11-stage change request workflow — with cost estimates, billable classification, client signature, and payment confirmation before any work begins. The BID re-snapshots when the CR approves.

Budget Tab

Hours, rates, spend per engagement with burn-rate forecasting against the G1 budget

Change Request Workflow

11-stage CR pipeline with cost estimates, signatures, invoice tracking, and BID re-snapshot on approval

Hour Usage Tracker

Log time per task with consumption visualization against the active phase

Resource Allocation

Weekly capacity hours and utilization % per team member, per phase

Meridian Group — Budget

G1 Budget

$0

Locked at G1

Spent

$0

58% utilized

CRs approved

$0

2 billable CRs

Burn Rate

$0/wk

~9 weeks runway

Budget Utilization58%
BAU Graduation

Closure is a terminal gate. BAU is steady state.

When the Closure gate signs off, the engagement graduates to BAU in one atomic transaction — the engagement leaves the delivery board, the account flips to live_customer, and Customer Success picks up the relationship. No more "is this still in delivery or are we live?"

BAU spawns zero tasks. Ongoing servicing flows through change requests, client submissions, and ad-hoc CS work — modeled, tracked, and never confused with delivery work.

Closure signed off

Atomic transition

currentPhase → bau
accountType → live_customer
RevenueEvent → bau_graduated

→ Customer Success

Every engagement, governed

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