RoadmapsCohesive Roadmap
LL

Pubco Implementation Roadmap

Four products, one phased rollout. Each phase de-risks the next; each product carries independent value.

Phase 0Discovery POC · Churn PredictorValidation Completed
Validation

What shipped

  • Sample data analysis on a representative customer slice
  • Working churn predictor running on test data
  • Validation report + scoped Phase 1 statement of work

How it worked

Data sources
Pubco transaction sample (pile-up data)
Ingestion
One-time CSV importManual import
Timeline
Complete
Solved:"Don't bet on AI working before we've proven it on your data"
OutcomeWe validated the AI approach on your data before any production commitment.
Validates approach · green-light production
Phase 1Production LaunchTwo products · shipping in parallel
Flagship Modules

Modules shipping in parallel

  • See at-risk customers ranked daily, with AI explaining why
  • Real-time Slack alerts when accounts cross risk thresholds
  • Recommended actions per account, ready for the rep to send
Data sources
5-yr transaction history + customer master + product master
Ingestion
CSV / SFTP, weekly refreshManual import
Timeline
6-8 weeks from green-light
Feedback loopReps mark accounts "contacted / not at risk" or "confirmed churn." Model retrains weekly so the system learns on your team's actual judgement.
Solves:"We don't notice churn until it's too late, no warning signs"
  • Replace paper handoffs to George with a real digital queue
  • AI sorts and routes tickets to the right resolution team
  • AI drafts the resolution plan; team approves and routes
Data sources
Internal team submissions (web form / Slack)
Ingestion
Real-time form and Slack submission
Timeline
6-8 weeks from green-light
Feedback loopResolution outcomes - "resolved", "needed re-route", "escalated" - train the routing model. The more tickets it sees, the better the auto-routing.
Solves:"Reps walking announcements to George all day, no visibility"

Plus: Foundation infrastructure shared by both - data warehouse, ETL pipelines, dashboard, auth.

OutcomeTwo flagship modules live. Sales reps see AI-ranked at-risk accounts daily. The support team replaces paper handoffs with a real digital queue. Both products carry value standalone.
Both products running · unified data compounds value
Phase 2Customer Data Platform · Unified View
Compounding Foundation

What ships

  • Walmart shows up once, not four times - across all 4 Salesforce orgs
  • One unified customer record drawn from AS400 + Avalara + Salesforce
  • Reps stop stepping on each other across orgs

How it works

Data sources
All 4 Salesforce orgs + AS400 + Avalara
Ingestion
API integrations (live sync)
Timeline
10-14 weeks from green-light
Feedback loopDuplicate-merge confirmations from RevOps train the entity-matching model. The more dupes you flag, the smarter cross-org matching gets.
Solves:"Four Salesforce orgs, no shared brain"

What this unlocks for the Phase 1 products

OutcomeOne unified view across Salesforce, AS400, and Avalara. Existing products compound in value; the foundation for intelligent agents is now in place.
Unified data unlocks the agent layer
Phase 3Intelligent Agents · The Layer On Top
AI Layer
RequiresCustomer Data Platform (Phase 2) live. Agent quality depends on the unified customer record as its source of truth.

Sub-modules

Module DSales Rep Agent
  • •Reps can ask any question about any account, any time
  • •Auto-generated account briefs before sales calls
  • •The "company brain" your reps wish they had
Module EABM Scoring
  • •Top 100 target accounts ranked by potential
  • •Tier 1 / 2 / 3 buckets so reps know who to focus on
  • •Updates continuously as customer signals change

How it works

Data sources
Unified customer record from CDP (Phase 2)
Ingestion
Live sync via CDP
Timeline
8-10 weeks after CDP P1 ships
Feedback loopReps thumbs-up / thumbs-down agent answers and briefs. Negative feedback flags trigger context-injection improvements and answer-pattern retraining.
Solves:"Tribal knowledge, manual research before every call, no clear prioritization"
OutcomeReps have AI assistance for every account, plus prioritized target lists driving outbound motion. The complete vision realized - but every prior phase still ships value standalone.
Phase 0 · Validation (done)Phase 1 · Production (parallel)Phase 2 · Compounding foundationPhase 3 · Intelligent agents