# 05 — 30-60-90 Roadmap

**Role:** Manager, Partner Operations Systems and Analytics · **Mapped to:** the 7 JD pillars

## Week 1 quick-win

**Ship the validation rule that blocks `Opportunity.Stage = Qualify` when `Partner_Role__c = sourced` and no Approved `Deal_Registration__c` exists.**

Why this: it closes $1.58B of exposed pipeline (Finding 2) with one declarative change. No code, no migration, no training. It is a rule *downstream of the gate the JD is hiring me to build*, and it ships Day 5.

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## Days 0–30 — Audit, gate, quick-wins

**Pillar 1 (Systems ownership):**
- Audit current SF org against the target model in `01-data-model.md`. Produce gap list.
- Ship Week-1 quick-win validation rule (above).
- Stand up `Cutover_Exception__c` object + dual-write validator scheduled job skeleton.

**Pillar 5 (Data governance):**
- Publish the 7 data-quality findings to Candace/Laurelle as baseline scorecard.
- Run duplicate-partner merge script (7 merges) — every dashboard becomes trustworthy.

**Pillar 6 (Dashboards):**
- Ship the v0 leadership dashboard (HTML mockup in `03-dashboard.html` becomes a Tableau/Datalens board).
- Same KPIs, refreshed nightly.

**Success metric by Day 30:** zero sourced opps past Stage=Qualify without deal-reg. Duplicate partners = 0.

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## Days 31–60 — AI workflows, portal, tier automation

**Pillar 2 (AI-driven workflows):**
- Agent 1: **Deal-reg triage bot** — reads inbound deal-reg submissions, flags conflicts against existing Approved regs, drafts response email. Cuts Partner Ops response SLA from 48hr → 4hr.
- Agent 2: **Tier-movement advisor** — weekly job that identifies partners eligible for tier-up/tier-down, drafts the comms, routes for human approval.

**Pillar 1 (Systems):**
- Deploy tier-progression automation against the 48 mismatched partners.
- Close the Partner_Touchpoint__c save-trigger so `partner_role=influenced` without touchpoints is blocked (closes ghost-attribution finding permanently).

**Pillar 4 (Portal):**
- Audit Experience Cloud partner portal: access controls, deal-reg submission UX, self-serve reporting.
- Ship one portal quick-win (likely: partner can see their own pipeline roll-up).

**Success metric by Day 60:** Partner Ops deal-reg SLA < 4hr. Tier automation live. Ghost-attribution trigger deployed.

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## Days 61–90 — Integration, governance scale-up, cutover exit

**Pillar 3 (Cross-functional integrations):**
- Clari: lock `Source_System__c` filter in forecast feed. Reconcile Clari actuals vs SF actuals to $0.
- Finance: deliver attribution-split-to-commission feed (Attribution_Split__c → payroll).
- Marketing: MDF-spend-to-touchpoint join so partner influence is ROI-measurable.

**Pillar 5 (Data governance):**
- Publish the Partner Data Quality SLA (accuracy / completeness / timeliness thresholds).
- Monthly data-quality scorecard goes to Candace + Laurelle + CRO.

**Pillar 6 (Dashboards):**
- Ship full exec dashboard: partner influence %, tier movement velocity, pipeline contribution, cutover exception trend.
- Wire to Laurelle's QBR deck — same numbers in every room.

**Pillar 1 (Systems):**
- Exit parallel-run. Retire HubSpot read-access for Partner Ops users.
- Dual-write validator exception count = 0 for 14 consecutive days before pulling the plug.

**Success metric by Day 90:** HubSpot retired for Partner Ops. Clari ↔ SF actuals reconcile to $0. Quarterly QBR runs on live dashboards.

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## What this roadmap matches about the org's actual velocity

Nebius moved 547% YoY. The team is new. The stack is mid-cutover. The roadmap above is deliberately:
- **Gate-first:** the Week-1 quick-win is downstream of the SF gate I'm hiring in to own, not a side-quest.
- **One visible win per pillar per 30-day window:** every standup has a ship.
- **Cutover exit by Day 90:** the migration is not the job. Exiting the migration is.