Engagement Hub

Authority Brands × Cirrius Solutions — Multi-Brand Salesforce Program
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Everything for the Authority Brands engagement, in one place.

This is the operating hub for the Authority Brands × 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 Pre-Kickoff
Next Milestone Engagement Kickoff — Aug 10, 2026
Action Needed Decisions & RFIs Open decisions awaiting Authority Brands input and active requests for information. Review them and submit your responses here. ↗
Reference
Governance & Cadence
Recurring meeting rhythms, decision-making structure, and where to escalate. Finalized at engagement kickoff.
Steering Committee
Executive review cadence. Key decisions, milestone approvals, and stakeholder alignment.

Available at kickoff
Project Team Meeting
Project leadership team sync. Progress updates, risks, blockers, and upcoming work.

Available at kickoff
Working Sessions
Technical architecture, integration design, and solution alignment sessions.

Available at kickoff
Decision Log & RAIDD
Open risks, assumptions, issues, dependencies, and decisions, tracked centrally.

Available at kickoff

Escalation Path

Issues escalate upward through each forum; decisions flow back down. Finalized in the engagement governance map at kickoff.

1 Delivery Teams · daily (as needed) Delivery-level updates, forecasting, and surfacing escalations
2 Project Team · weekly Status, RAIDD review, decisions & approvals
3 Steering Committee · monthly Executive alignment, high-impact RAIDD, and formal change control
Foundational Documents
Core reference documents for the engagement. Each link opens the current, authoritative copy.
Master Services Agreement (MSA)
The governing master agreement for the engagement.
Available at kickoff
Statement of Work (SOW)
Defines engagement scope, timeline, and resource commitments.
Available at kickoff
Governance Map
Engagement governance structure, roles, responsibilities, and operating norms.
Available at kickoff
Roadmap
Phased delivery roadmap for the engagement.
Available at kickoff
Business Value Assessment (BVA)
Quantified business case for the Salesforce implementation.
Available at kickoff
Key People
Engagement directory — core contacts on both sides.
Authority Brands Core Team
Available at kickoff
Cirrius Team
Available at kickoff
Systems & Workspaces
Where the work lives — primary tools and platforms for this engagement.
ClickUp
Project and task management. All engagement tasks, RAIDD items, and workstream tracking.
Available at kickoff
Salesforce
Implementation environment. Development, configuration, and POC sandbox work.
Available at kickoff
Project Folder
Document library and file collaboration. Contract, charter, architecture documents, and shared working files.
Available at kickoff
Recordings & Transcripts
Meeting recordings and transcripts from project and discovery sessions.
Meeting Recordings
Recordings of project and discovery sessions.
Available at kickoff
Meeting Transcripts
Transcripts of project and discovery sessions.
Available at kickoff
Glossary & Reference
Common acronyms and terms used throughout this engagement.
BVA — Business Value Assessment
Analysis quantifying the expected business impact of the Salesforce implementation before build begins.
FSM — Field Service Management
Salesforce’s field service product, used to manage scheduling, service resources, work orders, and the technician mobile experience.
MSA — Master Services Agreement
The governing master contract between the client and Cirrius Solutions.
OCM — Organizational Change Management
Structured program preparing teams and stakeholders for the transition to Salesforce.
POC — Proof of Concept
Working demonstration built to validate key design decisions with stakeholders before full implementation begins.
RAIDD — Risks, Assumptions, Issues, Dependencies, Decisions
Structured engagement log for tracking open items throughout the project.
RCA / RCB — Revenue Cloud Advanced / Billing
Salesforce’s quoting/pricing (RCA) and invoicing/payments (RCB) products.
SOW — Statement of Work
The document defining engagement scope, timeline, and resource commitments.
SteerCo — Steering Committee
Executive governance body that reviews progress, resolves escalations, and makes key engagement decisions.
Reporting
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 TrackerLive status of every engagement deliverable — opens the full tracker. ↗
Pre-Reads
Agendas and context shared ahead of each meeting. Each opens in a new tab.
Discovery
Summaries from the discovery sessions. Each opens in a new tab.
Executive Readouts
Executive readouts and consolidated summaries. Each opens in a new tab.