Records
Specifications, selections and revisions
Each item carries its specification, supplier, lead time, confirmation state, cost, margin and the room it belongs to.
Why it matters here The specification is where lead time and margin both originate.
In practice Forty-six specifications unconfirmed with lead times already running against the programme.
Orders
Items on order and deliveries
Orders record supplier, expected date, deposit, delivery state and site readiness requirement.
Why it matters here The order is the project’s critical path and is usually tracked in a spreadsheet.
In practice Thirty-one items past expected delivery, blocking two projects.
Work
Projects, rooms and installation
Work is organised by project and room with installation sequence, trades and dependencies.
Why it matters here Items install in an order that trades and access dictate.
In practice Installation sequence recorded so deliveries are scheduled to match it.
Suppliers
Suppliers, makers and importers
Suppliers carry lead times, reliability against them, deposits, damage rates and balances.
Why it matters here A supplier’s actual lead time is the only useful basis for a programme date.
In practice Actual against quoted lead time by supplier, informing the programme.
Relationships
Clients, contractors and trades
Clients carry their projects, decisions, budgets and payment schedule; contractors and trades carry their scope and coordination.
Why it matters here Client decision speed is the practice’s biggest programme variable.
In practice Decision turnaround by client, informing realistic dates.
Workflows
Approvals, variations and snags
Specification approvals, variations, budget changes and snags move through defined steps with recorded decisions.
Why it matters here A variation agreed on site without cost and lead-time impact is unrecoverable.
In practice A variation carrying its cost and lead-time consequence at agreement.
Locations
Sites, rooms and storage
Sites and storage are locations with readiness state, deliveries received and items held.
Why it matters here A delivery to an unready site costs storage, damage or a return visit.
In practice Site readiness recorded and deliveries scheduled against it.
Reports and analytics
Lead time, margin and snag reporting
Confirmation against required dates, supplier lead time performance, procurement margin, client-supplied share and snag closure come from the records.
Why it matters here The project’s outcome is decided by dates and margin, both of which are recordable.
In practice Procurement margin by project and the share lost to client-supplied items.
Verity AI
Ask the project a question
Verity AI answers from your own specification, order, site and snag records, respects permissions, and can create assigned follow-ups.
Why it matters here The valuable questions are about confirmations outstanding and orders slipping.
In practice "Which specifications are unconfirmed against their required date?" returns forty-six.
Communication
Client decisions on the record
Selections, approvals and site agreements attach to the item or project they concern.
Why it matters here A selection agreed verbally on site is the basis for an order and a cost.
In practice A client selection recorded at the moment it is agreed.
Control
Budget, margin and approvals
One permission model and one audit trail, with budget changes and margin decisions recorded.
Why it matters here Procurement margin is the practice’s income and is negotiated per item.
In practice Margin recorded per item and per project.
People
Designers and project coordinators
Staff are modelled once, and every specification, order and site visit carries who owns it.
Why it matters here Coordination failures are ownership failures.
In practice Orders and snags by owner with escalation.