Engagement Hub

Novara × Cirrius Solutions, Salesforce Managed Services
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Everything for the Novara engagement, in one place.

This is the operating hub for the Novara × Cirrius Solutions Salesforce program — the single place for governance, key contacts, foundational documents, live reporting, and every deliverable produced along the way. Reference materials live under Reference, engagement reporting under Reporting, and produced work under Deliverables. Lists update automatically as new materials are published.

Current Phase Managed Services
Next Milestone CPQ Pricing Calculator Go-Live, Oct 1, 2026
Action Needed Decisions & RFIs Open decisions awaiting Novara input and active requests for information. Review them and submit your responses here. ↗
Reference
Program PlanThe full delivery plan — every wave, phase, milestone and unit of work, straight from ClickUp. Timeline, work breakdown, and board views, all searchable. Comment on any item. ↗
Governance & Cadence
The Novara governance model — the forums that run the programme, the rhythm they run on, and how an item escalates. Chairs are shown by role; the individuals holding them are in Key People. Meeting days and times are confirmed as each forum is scheduled.
Governance Bodies
Tier 1 · Strategic Executive Steering Committee (SteerCo)Chair: Executive Sponsor Direction, funding, scope, and executive escalations. Output: SteerCo minutes and decision log.
Tier 1 · Strategic Sponsor Check-in / RAID ReviewChair: Program Director + Sponsor Programme health, top RAID items, decisions needed, and the week’s asks. Output: decision log and talking points.
Tier 2 · Program Novara Program Leadership (PMO)Chair: Program Director Cross-workstream integration, risks, and dependencies. Output: programme dashboard update.
Tier 3 · Workstream Workstream Leads ForumChair: Workstream Leads Delivery status, resource needs, and workstream-level risks.
Tier 4 · Delivery Pod / Squad StandupsChair: Pod Leads (Novara + partners) Daily execution and task-level coordination. Output: updated task board.
Cross-Cutting Boards
Technical Review Board (TRB)
Approves major technical changes, integration designs, security posture, data models, and non-functional requirements.

Chair: Enterprise Architect / CTO delegate
Output: TRB decision log + ADRs
Architecture Review Board (ARB)
Owns solution design integrity and design decisions across pods, plus integration patterns.

Chair: Enterprise Architect
Output: Design decisions, integration patterns
Change Management & Adoption (CMA) Council
Drives change readiness, training, stakeholder engagement, and franchisee communications. Led by Beacon Consulting.

Chair: CMA Lead
Output: Change heatmap, comms plan
RRAIDD Log
Open RFIs, risks, issues, assumptions, decisions, and dependencies, tracked centrally — live, with commenting.

Open RRAIDD Log →
Operating Cadence
Daily
Execution
  • Workstream standups15 min · progress, blockers, next 24 hours
  • PMO daily sync20 min · first 8 weeks and go-live
  • Async written check-inWorkstream channels
Weekly
Coordination
  • Program Leadership (PMO)Monday · 45 min
  • Sponsor Check-in / RAID ReviewTuesday AM · 60 min
  • Technical & Architectural Review BoardWednesday AM · 60 min
  • Executive weekly snapshotMonday PM · emailed 1-pager
Monthly
Alignment
  • Executive Steering CommitteeStrategic status, escalations, financials
  • Brand Advisory ForumBrand impacts, rollout sequencing, readiness
  • Financial & Vendor ReviewBudget vs. actuals, forecast, partner burn
  • Portfolio roll-up to IT PMOProgramme health in the wider portfolio
Quarterly
Strategy
  • Quarterly Business ReviewRoadmap re-baseline, value realisation
  • Governance health checkRight forums at the right cadence?
  • Change readiness pulseAdoption metrics, training effectiveness
  • Technical roadmap reviewTech roadmap vs. business roadmap
Governing rule: no meeting without a decision or an output. Standups feed the boards rather than report on them, weekly reporting rolls into one integrated view, and governance itself is retrospected each quarter.

Escalation Path

Items escalate upward through each forum; decisions flow back down. Each row shows where a decision is owned and where it goes if it cannot be resolved there.

1 Task-level execution Owned by Pod Lead → escalates to Workstream Lead
2 Workstream scope, schedule, resource & budget within tolerance Owned by Workstream Lead → escalates to Program Director
3 Cross-workstream dependencies, major risks, change requests Owned by Program Director → escalates to Steering Committee
4 Technical standards, security, integration design Owned by Technical & Architectural Review Board → Program Director → SteerCo
5 Solution & design decisions across pods Owned by Architecture Review Board → TRB → Program Director
6 Budget variance under 5% Owned by Program Director → Sponsor at the weekly check-in
7 Budget variance 5%+, scope change, timeline shift over 2 weeks Owned by Steering Committee → escalates to Executive Leadership
8 Brand-specific rollout adjustments Owned by Brand Advisory Forum → escalates to Steering Committee
Escalation SLA: a blocker raised in a daily standup reaches the PMO within 24 hours and the sponsor check-in within 5 business days; if still unresolved it goes to SteerCo / RAID Review.
Foundational Documents
Core reference documents for the engagement. Where a document is linked, the link opens the current authoritative copy.
Master Services Agreement (MSA)
The governing master agreement for the engagement. Executed by both parties.
Executed · Aug 21, 2026

Held outside the hub
Statement of Work (SOW) — Phase 1
Defines Phase 1 engagement scope, timeline, and resource commitments.
Executed · Aug 21, 2026

Held outside the hub
Governance Map
Engagement governance structure, roles, responsibilities, and operating norms.
By kickoff
Program Plan
Phased delivery plan for the engagement — waves, milestones, and the rollout sequence. Opens the Gantt in ClickUp; the interactive view is under Program Plan above.
Live · ClickUp Gantt

Linked once the plan is baselined
Business Value Assessment (BVA)
Quantified business case for the Salesforce implementation.
By kickoff
Client-Provided Documentation
Reference materials provided by Novara. Documents are listed here as they are shared with the delivery team.
No documents have been filed yet. To add one, send it to blake.laurino@cirriussolutions.com.
Key People
Engagement directory — core contacts on both sides. Select any Novara contact to see their project role, responsibilities, and a link to email them.
Novara Core Team
NameTitleProgram Role
Loading the directory from Salesforce…
Cirrius Team
NameTitleProgram Role
Brandon Wiedemeier Director of Managed Services Executive escalation and overall account ownership.
Blake Laurino Engagement Manager Primary point of contact. Program management, weekly status reporting, and capacity planning.
Ian Riddell Salesforce Developer Support and maintenance build work and defect resolution.
Mike Patchen Senior Consultant, AI Solutions Agentforce workstream lead.
Zachary Pals Salesforce Developer Agentforce build and testing.
Justin Dunn CPQ Consultant CPQ workstream delivery.
Joanah Gacuya CPQ Consultant CPQ to Revenue Cloud Advanced discovery.
Dean Finkelstein Analytics Consultant CRM Analytics and Tableau reporting.
Taylor Stewart Integration Consultant NetSuite and MuleSoft integration.
Allie Nelson Program Estimator Estimation and capacity planning.
Systems & Workspaces
Where the work lives — primary tools and platforms for this engagement.
ClickUp
Where the Cirrius delivery team tracks engagement work — RRAIDD items, contracted deliverables, and the program plan. It is the source behind the live pages on this hub: the RRAIDD Log and Deliverables Tracker read from it on every page load, and comments posted there land directly on the source record.
Live
Open RRAIDD Log → Open Deliverables Tracker →
Salesforce
Implementation environment for development, configuration, and POC sandbox work. Environments are provisioned by kickoff, and access is granted to named Novara users at that point.
By kickoff
Project Folder
Document library and file collaboration. Contract, charter, architecture documents, and shared working files.
Provisioned at kickoff
Recordings & Transcripts
Meeting recordings and transcripts from project and discovery sessions.
Meeting Recordings
Recordings of project and discovery sessions.
Populated as sessions are recorded
Meeting Transcripts
Transcripts of project and discovery sessions.
Populated as sessions are recorded
Glossary & Reference
Common acronyms and terms used throughout this engagement.
⤢Click any term for the full definition
Reporting
RRAIDD LogThe engagement’s live register — RFIs, risks, issues, assumptions, decisions, and dependencies, straight from ClickUp. Comment on any item. ↗ Submit an ArtifactPartners and vendors: send status reports, meeting summaries, pre-reads, deliverables, documentation, or raw notes and transcripts. Takes about a minute — no need to write anything up first. ↗
Dashboards
Live engagement dashboards. Each opens in a new tab.
Weekly Status Reports
The weekly engagement status — budget, milestones, risks, and progress. Each opens in a new tab.
Meeting Summaries
Post-meeting summaries: decisions, action items, and key takeaways. Each opens in a new tab.
Deliverables
Deliverables TrackerEvery contracted deliverable in SOW Exhibit A — status, owner, and per-wave target dates, straight from ClickUp. Comment on any item. ↗
Architecture & Design
Solution architecture and design artifacts for the engagement. These are living documents. Each is linked here once it exists; until then this panel states where it sits.
Salesforce ↔ PaySwift Integration Architecture
Working diagram of the future-state payments integration — franchisee onboarding and pricing-change governance flows. Maintained by the Cirrius integration team and updated continuously; the link always reflects the current version.
Live — updates continuously

Produced during Design
Pre-Reads
Agendas and context shared ahead of each meeting. Each opens in a new tab.
Discovery
Discovery planning materials and summaries from the discovery sessions. Each opens in a new tab.
Executive Readouts
Executive readouts and consolidated summaries. Each opens in a new tab.
Additional Deliverables
Other deliverables shared as the engagement progresses. Each opens in a new tab.