Operational Intelligence Readiness Checklist

1. Live operational visibility

Can leadership see critical business metrics in real time or near-real time, with dashboards updated daily, and the ability to identify current blockers before they cause delivery delays?

2. Exception and blocker tracking

Are exceptions and blockers explicitly logged, flagged, and visible with age tracking and clear distinction between critical and routine issues?

3. Accountable owner and next action

Is clear ownership assigned for each blocker with visible next actions (what, by whom, by when), and a single point of escalation for leadership?

4. Aging and escalation

Does the system track exception age, have auto-escalation thresholds, and alert leadership when blockers exceed their age limit?

5. Customer impact

Can you see how many customers are affected by blockers, flag handover date risk in advance, and prioritize by customer impact or deal value?

6. Cross-department visibility

Do delivery, PDI, detail, and finance teams share a single source of truth with exception data flowing seamlessly across departments?

7. Same-day delivery risk

Can leadership see how many vehicles are at risk of missing scheduled delivery today, with a daily exception list before morning meetings?

8. Lead follow-up risk

Can you see which leads are aging without contact, with visibility to sales leaders and alerts for leads at risk of being lost?

9. Win/loss visibility

Can leadership see real-time pipeline status and close rate, with lost deals tracked for pattern analysis and visibility into where deals are lost in the sales cycle?

10. Management operating rhythm

Does the organization have a regular data review cadence, with decisions based on live data and the ability to course-correct during the business day?