Strategy & Workflow

Understanding workflow statuses, the kanban board, and how recommendations progress from discovery to proven outcomes.

Strategy Home Dashboard

Overview of the Strategy Home dashboard, including KPIs, movement grid, and strategic stages.

Learn what each workflow status means and how recommendations automatically progress from In Progress through Deployed to Completed.

How to use the kanban board to manage recommendations across Backlog, In Progress, Deployed, Completed, and Dismissed columns.

Understanding how action scores are calculated from impact, confidence, urgency, strategic fit, and risk factors.

How the CMS pipeline automatically pushes approved changes to your website and promotes recommendations to Deployed status.