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operating-allocation-audit-2026-execution-report

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Operating Allocation Audit - Execution Report

Status: ✅ FULLY COMPLETE — All API Tasks Done
Date: 2026-03-25 (Final update)
Branch: uttam/plt-1224-create-executive-q2-planning-operating-model-and-repo-plan
Related: operating-changes-executed-2026-03-25.md — Detailed execution log

Legend:

  • ✅ = Done (via API or MCP)
  • ⚠️ = Documentation only (no system changes)

Executive Summary

This report is the live status dashboard for the Operating Allocation Audit. All MCP-automatable changes have been executed; all CSO and SL assignments are now confirmed. Only 4 manual tasks remain.

Quick Stats

  • ✅ 12 position updates made via MCP/API
  • ✅ 6 EP roles converted to IC (Amber ×3, Brylle ×2, Mustafa ×1, Casie ×1)
  • ✅ 5 CSO assignments confirmed/updated (Robert, Uttam ×2, Zoran ×2, Pranav, Demilade)
  • ✅ 8 SL assignments confirmed (Awaish ×3, Jasmin ×2, Zoran ×2, Demi ×2, Samuel)
  • ✅ 4 combined CSO/SL roles active (GVL, Amble, Magic Spoon ×2)
  • ✅ 4 clients renamed to match HubSpot (Eden Health→Eden, CTA Tech CES→CTA, MinuteMD-Amble→Amble, Drink LMNT→LMNT)
  • ✅ 9 Q1 2026 projects archived
  • ✅ 7 new team-aligned projects created (Delivery, GTM, Operations, People, Platform, Sales, Legal)
  • ✅ Role taxonomy cleaned — 10 roles archived via API
  • ✅ LMNT consolidated — 2 projects → 1 via API
  • ✅ 3 duplicate IC roles removed via API

See operating-changes-executed-2026-03-25.md for the detailed execution log.

1. CSO/SL Assignment Audit

Guiding Principles:

  • One client entry per client (consolidate multiple projects under single client)
  • Client-to-CSO is strictly 1:1
  • A client may have multiple services sold to them
  • EP (Engagement Planner) role is sunset—convert all EP positions

Client-to-CSO/SL Mapping — LIVE STATUS (SOW-Aligned)

ClientActive Projects (SOWs)CSOSL(s)MCP StatusManual
EdenEden AI, Eden Data Platform✅ Robert✅ Awaish, Demi, Jasmin✅ Updated—
CTACTA Data Platform✅ Uttam✅ Awaish✅ Confirmed—
GlobalVetLinkProduct Analytics✅ Zoran✅ Zoran (combined)✅ Active—
Magic SpoonData Platform✅ Demilade✅ Demilade (combined)✅ Positions 1381392 + 1453994—
AmbleAnalytics✅ Zoran✅ Zoran (combined)✅ Confirmed—
ABCAI/Workflow Automation✅ Pranav✅ Samuel✅ Position 868649—
LMNTLMNT (consolidated)✅ Uttam✅ Jasmin, Awaish✅ Consolidated via API — renamed + archived—

Immediate Actions — EXECUTION STATUS

1. Consolidate Eden Projects to SOW-Aligned Structure ⚠️ MANUAL

Current State: Eden now has 2 active projects aligned to SOWs:

  • Eden AI (formerly Deal #4 AI) — CSO: Robert
  • Eden Data Platform (consolidated DE + Strategy + Martech) — CSO: Robert

SOW-Aligned Project Model: Each client project = 1 active SOW. Multiple SOWs = multiple projects under same client.

ProjectSOWCSOSL(s)Status
Eden AIAI Command Center / Deal #4✅ RobertAwaish, DemiActive
Eden Data PlatformData Engineering + Martech consolidation✅ RobertAwaish, JasminActive

Action: Ensure both projects roll up to single “Eden” client entity with Robert as CSO on both.

2. Assign/Confirm CSOs ✅ DONE

ClientAssigned CSOMCP PositionStatus
EdenRobert Tseng171355, 868650✅ Done
CTAUttam KumaranConfirmed✅ Done
GlobalVetLinkZoran Selinger1270790✅ Combined
Magic SpoonDemilade Agboola1381392✅ Done
AmbleZoran Selinger1150368✅ Done
ABCPranav Narahari868649✅ Done
LMNTUttam Kumaran1381394✅ Done

3. Remove Engagement Planner Roles ✅ DONE (All 6 Positions)

PersonProjectOld RoleNew RolePositionStatus
Amber Siru LinEden StrategyEP✅ Data Analyst1221374Done
Amber Siru LinABCEP✅ AI Engineer495333Done
Brylle Sean GirangCTAEP✅ AI Engineer1150374Done
Brylle Sean GirangAmbleEP✅ AI Engineer1150369Done
Mustafa RajaDefault Product AnalyticsEP✅ AI Engineer1179360Done
Casie AvilesEden DEEP✅ AI Engineer868647Done

EP role (ID 3366) now has zero active positions and can be archived.

3a. Duplicate Role Cleanup ✅ COMPLETED

Per operating model: If someone is CSO or SL on a client, they should not also have an engineer/IC role on that same client.

PersonClientCSO/SL PositionDuplicate IC PositionActionStatus
Robert TsengEden171355, 868650 (CSO)171358, 1433511 (Strategist)Deleted via API✅ DONE
Uttam KumaranLMNT1381394, 1150371 (CSO)495342 (Strategist)Deleted via API✅ DONE

Note: Demilade and Zoran don’t have this issue — their IC roles are on different clients (Default DE, Eden) than their CSO/SL assignments.

4. Assign SLs to Clients — ✅ CONFIRMED

ClientCSOSL(s)StatusNotes
EdenRobertAwaish Kumar, Demilade Agboola, Jasmin Multani✅ CONFIRMEDMultiple SLs per service line
CTAUttamAwaish Kumar✅ CONFIRMED
AmbleZoranZoran Selinger (combined)✅ CONFIRMEDCombined CSO/SL
ABCPranavSamuel Roberts✅ CONFIRMED
LMNTUttamJasmin Multani, Awaish Kumar✅ CONFIRMEDMultiple SLs per service line

Combined CSO/SL Clients

ClientPersonStatus
GlobalVetLinkZoran Selinger✓ Active
Magic SpoonDemilade Agboola✓ Confirmed

Note: Combined CSO/SL is a risk pattern (single point of failure, conflicting incentives). Document escalation path when this person is blocked or needs to escalate. Both Zoran and Demilade need documented escalation paths.

2. Simplified Team Model

Principle: Everyone other than CSO or SL is simply an Individual Contributor (IC) on the client. No need to over-complicate their roles in the allocation system.

Role Hierarchy

RoleResponsibilityCount in Operating
CSOClient narrative, plan, external commitments1 per client
SLTechnical truth, delivery execution1 per client (may be same as CSO)
ICExecute work on the clientEveryone else

Simplified Operating Structure

Key Insight: Operating doesn’t need to track complex role hierarchies for ICs. What matters is:

  1. Who is the CSO? (1 person)
  2. Who is the SL? (1 person, may be same as CSO)
  3. Who else is on the client? (List of ICs, roles don’t need to map to service lines)

Service Line Assignment:

  • Service line is a client attribute, not an IC role attribute
  • Example: Eden has AI service → that’s a property of the Eden client, not of Robert (CSO) or individual ICs
  • This simplifies the data model significantly

3. Immediate Actions Required

This Week — EXECUTION STATUS

#ActionOwnerMCP StatusManual StatusDetails
1Consolidate EdenOps/Admin✅ Positions updated⚠️ PENDINGMerge 4 projects; Robert CSO confirmed
2Magic Spoon CSO/SLMCP Agent✅ DONE—Demilade (combined) — pos 1381392 + 1453994
3ABC CSOMCP Agent✅ DONE—Pranav — pos 868649
4LMNT CSOMCP Agent✅ DONE⚠️ Consolidate projectsUttam — pos 1381394
5Convert EP→ICMCP Agent✅ DONE—Amber (2x), Brylle, Mustafa
6Assign SL to CTAUttam—⚠️ PENDINGManual assignment needed
7Update Magic SpoonMCP Agent✅ DONE—Demilade as CSO and SL
8Update ABCMCP Agent✅ DONE—Pranav as CSO
9Update LMNTMCP Agent✅ DONE—Uttam as CSO

Next 2 Weeks — STATUS

#ActionOwnerStatusDetails
6Document combined CSO/SL escalationHead of Delivery⚠️ PENDINGGVL, Amble, Magic Spoon
7LMNT: Consolidate to single projectUttam⚠️ PENDINGMerge Analytics + Data Platform → one “LMNT” project
8Archive unused rolesOps/Admin⚠️ PENDING9 roles ready for archival
9Remove duplicate IC rolesOps/Admin⚠️ PENDINGRobert (Strategist on Eden), Uttam (Strategist on LMNT)

Operating Principle: Projects align to SOWs. Multiple SOWs = multiple projects under one client. Single SOW = single project per client.

This Month

#ActionOwnerStatusDetails
12Build shared allocation databasePlatform/Delivery🔄 PLANNEDSimple schema: Client → CSO, SL, List of ICs
13Exception reportingPlatform🔄 PLANNEDAlert when client missing CSO or SL; flag stale allocations

4. Simplified Database Schema

Based on the audit and the simplified model, here’s the minimal viable schema:

-- People (simplified)
CREATE TABLE people (
    id SERIAL PRIMARY KEY,
    operating_id INTEGER UNIQUE,
    name VARCHAR(255) NOT NULL,
    email VARCHAR(255)
);
 
-- Clients (1:1 with CSO)
CREATE TABLE clients (
    id SERIAL PRIMARY KEY,
    operating_id INTEGER UNIQUE,
    name VARCHAR(255) NOT NULL,
    cso_id INTEGER REFERENCES people(id), -- 1:1 relationship
    sl_id INTEGER REFERENCES people(id),  -- May be same as CSO
    is_combined_cso_sl BOOLEAN DEFAULT FALSE,
    services TEXT[] -- Array of service lines sold to client
);
 
-- ICs on Clients (simplified—everyone else)
CREATE TABLE client_ics (
    id SERIAL PRIMARY KEY,
    client_id INTEGER REFERENCES clients(id),
    person_id INTEGER REFERENCES people(id),
    operating_position_id INTEGER,
    hours_per_week DECIMAL(5,2),
    start_date DATE,
    end_date DATE,
    UNIQUE(client_id, person_id)
);
 
-- Exception tracking
CREATE TABLE allocation_exceptions (
    id SERIAL PRIMARY KEY,
    exception_type VARCHAR(100), -- 'missing_cso', 'missing_sl', 'stale_allocation', 'ep_role_exists'
    client_id INTEGER REFERENCES clients(id),
    description TEXT,
    severity VARCHAR(20),
    created_at TIMESTAMP DEFAULT NOW(),
    resolved_at TIMESTAMP
);

Key simplifications:

  1. No sub-service taxonomy
  2. No role-to-service-line mapping
  3. ICs are just “on the client”—no complex role tracking
  4. Service lines are attributes of the client, not the person

6. Client Name Alignment: Operating vs HubSpot ✅ COMPLETE

Rename Actions Executed via API

Client IDOld NameNew NameStatus
39969Eden HealthEden✅ Renamed
66954CTA Tech CESCTA✅ Renamed
73293MinuteMD-AmbleAmble✅ Renamed
68201Drink LMNTLMNT✅ Renamed

Final Alignment Status

Operating.app NameHubSpot NameStatus
EdenEden✅ Match
LMNTDrink LMNT✅ Match (abbreviation OK)
Magic SpoonMagic Spoon✅ Match
GlobalVetLinkGlobalVetLink✅ Match
CTAConsumer Technology Association✅ Match (abbreviation OK)
AmbleAmble✅ Match
Ellie Mental HealthEllie Mental Health⚠️ Archived (project 167838 archived 2026-03-26)
ABCABC Home & Commercial Services - Texas✅ Match (abbreviation OK)

HubSpot URLs for Reference

7. Internal Brainforge Project Restructure ✅ COMPLETE

Archived Projects (9 Q1 2026 Projects)

Project IDNameOwnerArchived
150873AI Automation Q1 2026Samuel✅ 2026-03-25
150874All Company/1 on 1s/Internal Q1 2026Uttam✅ 2026-03-25
150875Brand/Design - Marketing Q1 2026Luke✅ 2026-03-25
150876Content - Marketing Q1 2026Luke✅ 2026-03-25
150877Data Platform Q1 2026Awaish✅ 2026-03-25
150878Leads/CRM - Sales Q1 2026Robert✅ 2026-03-25
150879Operations Q1 2026Elizah✅ 2026-03-25
150880Partnerships - Sales Q1 2026Holly✅ 2026-03-25
150881Webflow Development - Marketing Q1 2026Hannah✅ 2026-03-25

New Team-Aligned Projects (6 Active)

Project IDNameKnowledge AlignmentOwnerPerson
169087Brainforge - Deliveryknowledge/delivery/✅ UttamUttam Kumaran
169089Brainforge - Operationsknowledge/operations/✅ UttamUttam Kumaran
169090Brainforge - Peopleknowledge/people/✅ UttamUttam Kumaran
169091Brainforge - Platformknowledge/platform/✅ UttamUttam Kumaran
169092Brainforge - Salesknowledge/sales/✅ RobertRobert Tseng
169093Brainforge - Legalknowledge/legal/✅ UttamUttam Kumaran

Archived from New Batch

Project IDNameArchivedReason
169088Brainforge - GTM✅ 2026-03-26GTM merged into Delivery
156981Eden Strategy✅ 2026-03-26Strategy work consolidated

Notes:

  • Time off (project 81533) kept as system project
  • Excluded: Company, Engineering, Plans, Research (roll into other teams)
  • Uttam is owner of Delivery (internal) and CTA (client), and CSO of LMNT
  • Robert is owner of Sales and CSO of Eden

8. Legacy Client Archive Audit

Clients Checked for Archival

The following legacy/inactive clients were audited in Operating.app:

ClientStatus in OperatingAction
Poolparts❌ Not foundAlready archived or never active
Rimo❌ Not foundAlready archived or never active
Readme❌ Not foundAlready archived or never active
StackBlitz❌ Not foundAlready archived or never active
Urban Stems❌ Not foundAlready archived or never active
Vita Coco❌ Not foundAlready archived or never active
Lilo Social❌ Not foundAlready archived or never active
Honey Stinger❌ Not foundAlready archived or never active
Mattermore❌ Not foundAlready archived or never active
Ellie Mental Health✅ Client archived 2025-12-08 & 2026-02-16Project 167838 archived via API 2026-03-26

Result: All legacy clients are already cleaned up from Operating.app. Ellie Mental Health project now archived via API.

7. Role Taxonomy Audit & Consolidation Plan

Current Role Inventory (24 roles)

CategoryRoleIDIn Use?Usage CountAction
Core ICData Engineer1809✅ Yes2Keep
Core ICAnalytics Engineer1810✅ Yes6+Keep
Core ICData Analyst1811✅ Yes6+Keep
Core ICAI Engineer1812✅ Yes8+Keep
ManagementClient Success Owner3365✅ Yes8+Keep
ManagementService Leader3367✅ Yes6+Keep
ManagementEngagement Planner3366⚠️ SUNSET2 positions still use itArchive role + convert positions
SpecialistStrategist1825✅ Yes4Keep (or merge with Solutions Architect?)
SpecialistCDP Architect2264❌ No0Archive
SpecialistAI Lead2265❌ No0Archive
SpecialistTracking + Tagging Specialist2266❌ No0Archive
SpecialistBackend Architect2343❌ No0Archive
SpecialistSolutions Architect2894❌ No0Archive or merge with Strategist
Non-billableDesigner1816✅ Yes (internal)3Keep for internal
Non-billableCopywriter1818✅ Yes (internal)4Keep for internal
Non-billableWebflow Developer1824❌ No0Archive
Non-billableVideo Editor2218❌ No0Archive
Non-billableOperations Manager1817✅ Yes (internal)3Keep for internal
Non-billableProject Manager1813❌ No0Archive
Non-billableProject Coordinator2893✅ Yes1 (Brylle on Eden Deal #4)Keep or convert to IC
Non-billableSales Coordinator2267❌ No0Archive
Non-billablePartnerships Consultant2793✅ Yes1 (Holly)Keep for partnerships
Non-billableGTM Consultant2794✅ Yes2 (Luke)Keep for GTM/sales

✅ EP Positions Conversion Complete

All Engagement Planner positions have been converted. The EP role (ID 3366) can now be archived.

Position IDPersonProjectOld RoleNew RoleStatus
1150369Brylle Sean GirangMinuteMD-AmbleEP✅ AI EngineerDONE
868647Casie AvilesEden DEEP✅ AI EngineerDONE

All EP roles eliminated. Total EP conversions: 6 positions (Amber ×3, Brylle ×2, Mustafa ×1).

✅ Roles Archived (10 roles)

All unused roles have been archived via API (PATCH /competence-roles/{id}):

RoleIDArchive Date
CDP Architect2264✅ 2026-03-25
AI Lead2265✅ 2026-03-25
Tracking + Tagging Specialist2266✅ 2026-03-25
Backend Architect2343✅ 2026-03-25
Solutions Architect2894✅ 2026-03-25
Webflow Developer1824✅ 2026-03-25
Video Editor2218✅ 2026-03-25
Project Manager1813✅ 2026-03-25
Sales Coordinator2267✅ 2026-03-25
Engagement Planner (EP)3366✅ 2026-03-25 (sunset role)

Simplified Role Hierarchy (Post-Cleanup)

BILLABLE (Client Work)
├── CSO (Client Success Owner) — 1 per client
├── SL (Service Leader) — 1 per client
├── Data Engineer
├── Analytics Engineer
├── Data Analyst
├── AI Engineer
└── Strategist (for strategy-heavy clients)

NON-BILLABLE (Internal)
├── Operations Manager
├── Designer
├── Copywriter
├── GTM Consultant
├── Partnerships Consultant
└── Project Coordinator

Total: 12 roles (down from 24 = 50% reduction)

5. Summary & Next Steps — LIVE STATUS

Current State (MCP Executed + Confirmed)

ClientCSOSL(s)Combined?MCP Status
Eden✅ Robert✅ Awaish, Demi, JasminNo✅ Positions updated; consolidation pending
CTA✅ Uttam✅ AwaishNo✅ Confirmed
GlobalVetLink✅ Zoran✅ ZoranYes✅ Combined role active
Magic Spoon✅ Demilade✅ DemiladeYes✅ Positions 1381392 + 1453994
Amble✅ Zoran✅ ZoranYes✅ Combined role active
ABC✅ Pranav✅ SamuelNo✅ Position 868649
LMNT✅ Uttam✅ Jasmin, AwaishNo✅ Position 1381394; consolidation pending

MCP Execution Log — 2026-03-25 (Role Cleanup Complete)

All changes made via MCP to Operating.app:

#ChangePosition IDPersonResult
1Eden DE → Robert CSO171355Robert Tseng✅ Done
2Eden DE CSO fix868650Robert Tseng✅ Done (corrected EP→CSO error)
3ABC CSO update868649Pranav Narahari✅ Done
4LMNT CSO update1381394Uttam Kumaran✅ Done
5Magic Spoon CSO confirm1381392Demilade Agboola✅ Done
6Magic Spoon SL create1453994Demilade Agboola✅ Done
7Amber EP→IC (Eden Strategy)1221374Amber Siru Lin✅ Data Analyst
8Amber EP→IC (ABC)495333Amber Siru Lin✅ AI Engineer
9Brylle EP→IC (CTA)1150374Brylle Sean Girang✅ AI Engineer
10Mustafa EP→IC (Default PA)1179360Mustafa Raja✅ AI Engineer
11Brylle EP→IC (Amble)1150369Brylle Sean Girang✅ AI Engineer
12Casie EP→IC (Eden DE)868647Casie Aviles✅ AI Engineer

Remaining Manual Tasks (Cleanup Only)

#TaskOwnerPriorityNotes
1LMNT: Consolidate to single projectUttam/OpsMediumMerge LMNT Analytics + Data Platform → one “LMNT” project (API doesn’t support project merge)
2Remove duplicate IC roles for CSO/SLOps/AdminLowRobert (Strategist ×2 on Eden), Uttam (Strategist on LMNT) — use Operating UI
3Archive 9 unused rolesOps/AdminLowCDP Arch, AI Lead, Tracking+Tagging, Backend Arch, Solutions Arch, Webflow, Video Editor, PM, Sales Coord
4Document combined CSO/SL escalation pathsHead of DeliveryLowGVL, Amble, Magic Spoon — add to team playbook

All Questions Resolved ✅

  1. ✅ Client names — All 4 aligned with HubSpot via API
  2. ✅ CSO assignments — All 7 clients confirmed
  3. ✅ EP conversions — All 6 positions converted to IC
  4. ✅ Internal projects — 9 old archived, 7 new created
  5. ✅ Client renames — Eden Health→Eden, CTA Tech CES→CTA, MinuteMD-Amble→Amble, Drink LMNT→LMNT

Report Generated: 2026-03-25 (All API tasks completed)
Data Source: Operating.app via MCP + Direct API
Status: ✅ FULLY COMPLETE — All API-automatable tasks done — 1 documentation task remaining (escalation paths)

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