Work
Projects, phases, sprints and milestones
Each is work with a client, an estimate, allocated people, acceptance criteria, actual effort and a state.
Why it matters here The estimate and the actual have to sit on the same record or the comparison never happens.
In practice Five projects past estimate by six hundred and forty hours with no change request raised.
Workflows
Estimates, change requests and acceptance
Estimation, scope change, milestone delivery, acceptance and warranty claims move through defined steps with recorded decisions.
Why it matters here These are the commercial gates, and the two that matter most — change and acceptance — are usually conversations.
In practice A change request raised with effort attached rather than absorbed into the fixed price.
People
Developers, designers, QA and leads
The team is modelled once with skills and availability, and every allocation, task and warranty fix shows who owns it.
Why it matters here Allocation is the constraint, and warranty work silently consumes it.
In practice A developer effectively full time on warranty across eleven delivered projects.
Relationships
Clients, product owners and stakeholders
Clients are records with their projects, contracts, acceptance behaviour, change history and balances.
Why it matters here Client acceptance speed and change behaviour are the two facts that most affect agency cash and margin.
In practice A client whose acceptance averages thirty-one days, visible before the next fixed-price quote.
Records
Specifications, contracts and acceptance criteria
Specifications, contracts and acceptance criteria attach to the project and milestone with versions retained.
Why it matters here Scope disputes and acceptance disputes both resolve to what was written down.
In practice The acceptance criteria for a milestone, referenced when the client raises a new expectation.
Control
Warranty, support and post-delivery obligation
Warranty periods, obligations and the work delivered under them are recorded against the project, with one audit trail.
Why it matters here Warranty is a contractual obligation that behaves like an unbudgeted support contract.
In practice Warranty effort recorded against the delivered project rather than absorbed into general capacity.
Reports and analytics
Estimation, margin and capacity reporting
Estimate against actual by work type, change request recovery, acceptance lead times, warranty cost, allocation conflicts and project margin come from the operational records.
Why it matters here An agency that cannot grade its estimates cannot improve the single number its business depends on.
In practice Estimate accuracy by work type, which is the most valuable report a fixed-price agency can have.
Verity AI
Ask the delivery book a question
Verity AI answers from your own project, effort, change and acceptance records, respects permissions, and can create assigned follow-ups.
Why it matters here The questions worth asking are about overruns without change requests and cash blocked on acceptance.
In practice "Which projects are past estimate with no change request?" returns five with reviews assigned.
Communication
Client decisions on the project
Requests, approvals and clarifications attach to the project or milestone they concern.
Why it matters here A scope decision taken in a call is the one disputed at acceptance.
In practice A client’s agreement to defer a feature, recorded on the milestone.
Locations
Teams, practices and offices
Organisational units roll into the agency, with allocation and reporting following the same structure.
Why it matters here Estimation accuracy and margin vary by team, and only identical recording makes them comparable.
In practice Estimate accuracy and margin by team and practice.