Cochrane+  Ecosystem Review
V2 · REBUILD + RECOMMENDATIONS · 10 MODULES
Module 01 · Gatekeeper

Access Control

Hikvision boom events, attendance reconciliation and site security. Rebuilt from the Gatekeeper mockup — recommendations follow at the foot of the page.
On site now
147
Safe limit 180
On-time today
91%
Rolling 30d: 90.4%
Exceptions
5
Requires review
Avg first entry
08:22
Shift start 08:30
Boom Events — Live
Automated boom access, all gates
EmployeeDirTimeLocation
Alice Smith
Engineering
IN08:15Main Boom A
Bob Jones
Operations
IN09:05Main Boom B
Charlie Davis
Logistics
IN08:55Main Boom A
Diana Prince
Management
IN08:30Executive Boom
Alice Smith
Engineering
OUT17:05Main Boom B
Bob Jones
Operations
OUT16:45Main Boom A
Attendance Log
2026-07-20 · reconciled in / out
EmployeeInOutStatus
Alice Smith
Engineering
08:1517:05On time
Bob Jones
Operations
09:0516:45Late
Charlie Davis
Logistics
08:55No clock-out
Diana Prince
Management
08:30No clock-out
Evan Wright
Facilities
No-show
RECOMMENDATIONS

Access Control — proposed additions

Managers act on exceptions, not raw logs. Items 5 and 6 implement the Top 9 KPI set and the nine alert rules from the access control brief.

REC 01Number tiles

Exception summary

One-glance count of what needs action today. Each tile filters the log below on tap.

2
Late
2
No clock-out
1
No-show
REC 02Bar chart

Lateness by department · 30 days

Turns individual events into a pattern that can be raised in one-on-ones and department reviews.

REC 03Number + watch list

Overtime watch

Boom data already carries this. Flag anyone trending past safe weekly hours — fatigue and labour compliance.

3
Staff over 52h
B. Jones 56.5hC. Davis 53.0hE. Wright 52.4h
REC 04Line chart

On-time trend

Single site-health number tracked weekly. Feeds the manager digest and the Wages reconciliation.

REC 05 · from access control briefKPI grid — 9 tiles, each filters the log

Management KPI set — top 9

The full management KPI set from the brief, rendered as a single scannable band above the event table.

01 · On-time attendance
91%
On time vs late
02 · Early arrivals
6
Before scheduled start
03 · Early depart / OT
2 / 5
Left early / overtime
04 · Building occupancy
147
Live · safe limit 180
05 · Lunch & breaks
3
Outside > permitted
06 · Excessive entry/exit
1
>5 cycles in one day
07 · After-hours / weekend
4
Accesses this week
08 · Failed access attempts
7
Invalid / restricted areas
09 · Attendance exceptions
5
Missing swipes · no-shows · duplicates
REC 06 · from access control briefRule list with live trigger counts, routed by severity

Automatic alerts — nine rules

Every rule from the brief, each configurable and each showing today's trigger count. Routing matters as much as the rule: three are security-critical and should bypass the digest entirely.

Manager digestToday
Arrives more than 1 hour early2
Employee arrives late2
Employee leaves early1
Outside more than 60 min at lunch3
More than 5 exit / re-entries in a day1
Missing entry or exit record2
Immediate — security & HSEToday
Unauthorised after-hours or weekend access0
Multiple failed access attempts1
Occupancy exceeds safe limit0
Dependency: KPI 04 and the occupancy alert only work if exits are reliably read. Two of five staff on the sample day have no clock-out — if the booms don't enforce an exit read, occupancy drifts upward all day and the safe-limit alert becomes unusable.
Module 02 · Wage Portal South Africa

Sick Leave

Absence capture, sick note compliance and pattern detection. Period 1 Jan – 31 Dec 2026.
DEVELOPMENT
⟋ COCHRANE
  • Dashboard
  • Events
  • Shifts
  • Staff
  • Sick Leave
  • Maintenance
  • Managers
  • Company
  • Factory
  • Reports
  • Settings
Records in period
20
Total days lost
58
Avg spell length
2.9d
Missing sick notes
4
Top 10 staff by sick leave
1 Jan – 31 Dec 2026
Staff memberStartEndDays
Pieter van Wyk6 Jul10 Jul5
Andre Botha3 Jul3 Jul1
Jerome Adams1 Jul2 Jul2
Naledi Khumalo29 Jun1 Jul3
Sipho Ndlovu22 Jun23 Jun2
Jerome Adams15 Jun19 Jun5
Grace Nkosi11 Jun12 Jun2
Log sick leave — capture form
Modal opened from the log sick leave action
Log sick leave
Staff member
Fatima Patel
Start date
01 Jul 2026
End date
03 Jul 2026
Number of days
3
Sick note
Browse… or drop file here
CancelSave
RECOMMENDATIONS

Sick Leave — proposed additions

Total days hide the real signal. Frequency, clustering and note compliance are what turn this log into something a manager can act on.

REC 01Scored table

Bradford Factor · S² × D

Frequency-weighted score. Five separate Mondays scores far higher than one five-day flu. Thresholds trigger HR review automatically.

StaffSpellsDaysScore
Jerome Adams312108
Lisbon Dlamini3763
Pieter van Wyk21040
REC 02Number + list

Sick note compliance

Flags any spell over two days logged without an attached note, so records close cleanly for audit.

4
Records missing notes
T. Zulu · 7dB. Sithole · 5dN. Khumalo · 3dL. Dlamini · 3d
REC 03Bar chart

Absence by day of week

Exposes Monday and Friday clustering instantly — a pattern worth a conversation, filterable per department.

REC 04Status badges

Return-to-work confirmation

Each spell closes with a confirmed return date and optional RTW check, feeding the wages report automatically.

StaffExpectedStatus
Pieter van Wyk13 JulReturned
Thandi Zulu8 AprUnconfirmed
REC 05 · capture formAdditional fields

Capture form completeness

Four fields the modal is missing. Number of days should also count working days, excluding weekends and public holidays — 01–03 Jul gives 3 either way, but a Friday-to-Monday spell would not.

Absence typeSick / injury / family responsibility
Paid or unpaidDrives the wages run
Reported by & whenWas it called in on time?
Working days onlyAuto-exclude weekends
REC 06 · capture formInline warnings on save

Validation & entitlement check

The form saves blind. On save it should flag anything crossing a policy line — before the record reaches the wages run rather than after.

Spell over 2 days with no note attached 1.5 days entitlement remaining Overlaps an existing leave record
Each warning is a soft block: the capturer can proceed with a reason, which is stored on the record for audit.
Module 03 · Cochrane+ Campaign

Opportunity Dashboard

Portfolio progress and win probability · Salesperson: Jonathan Coetser
Total portfolio
520
Opps assigned
Avg probability
68.5%
Across active opps
Worked this quarter
500
96% coverage
Stale > 45 days
5
No stage movement
Quarterly portfolio progress
Opps worked vs not worked
Probability trend
Average win probability over time
Active opportunities
Detailed list of current pipeline
Account & contactStatusPlan of actionFollow-upEst. closeProb.Rating
Acme Corp
Jane Doe
In progressSchedule demo01/07/2615/08/2670%Amber
Globex
Homer S.
OpenSend initial proposal28/06/2630/09/2630%Red
Growthpoint
Kobus Blom
In progressTechnical submission04/07/2622/08/2665%Amber
RECOMMENDATIONS

Opportunities — proposed additions

Win probability alone hides stuck deals and never explains losses. These four make the pipeline diagnostic rather than descriptive.

REC 01Horizontal bar

Pipeline aging

Days each opp has sat in its current stage. Past 45 days it flags stale and enters the manager digest.

REC 02Donut chart

Reason lost

Mandatory dropdown on close-lost. After one quarter this becomes the most useful slide in the sales review.

REC 03Number tiles

Weighted pipeline value

Value × probability gives a realistic forecast alongside the raw total, per rep and per region.

41.2M
Raw pipeline AED
27.4M
Weighted forecast
REC 04Number + trend

Visit → progression conversion

Links route map visit actuals to stage movement — proves whether meetings actually advance deals.

38%
▲ +6 pts vs last month
Share of logged meetings followed by a stage advance within 14 days.
Module 04 · Campaign Tracker

Campaign & Route Map

Account coverage, interaction mix and weekly meeting targets · GM view · campaign active
Accounts worked
236/250
94% coverage
Avg relationship
3.0/5
Rising from 2.4
Target W1+W2
718
Meetings
Actual W1+W2
759
105% of target
Quarterly interaction distribution
Meetings · tokens · factory tours · entertainment · not worked
Week 1 hit rate
Reps meeting or exceeding target
Meeting targets by salesperson
Current and next week
SalespersonW1 actualW1 target%W2 actualW2 target%
Jonathan Coetser76117%5683%
Brett Jooste1512125%1412117%
Gerhard Janse Van Vuuren2915193%1815120%
Karl Stadler1615107%1515100%
Bradley Saffy1815120%121580%
RECOMMENDATIONS

Campaign & Route Map — proposed additions

Coverage and meeting counts are inputs. These link them to outcomes, cost and forward risk.

REC 01Ranked table

Not-worked priority list

The 14 unworked accounts ranked by value and days since last touch, rather than hidden behind a filter.

AccountValueLast touch
Aperture Science2.1M190d
Hooli1.4M92d
REC 02Number tiles

Travel ROI — cost per meeting

Pulls tour cost from the travel portal and divides by meetings held and opps advanced.

412
AED / meeting
3.9k
AED / opp advanced
REC 03Line chart

Relationship score trend

A static 3.0 says little. The trend shows whether the campaign is actually deepening relationships.

REC 04Forward-risk badges

Two-week forward risk

Reps whose next-week target is at risk based on meetings booked today — coach before the week, not after it.

J. Coetser · 2 of 6 bookedB. Saffy · 9 of 15B. Jooste · 12 of 12
Module 05 · Production Planning

Project Status

PRJ-24-001 · Gulf Terminal Expansion · Region Gulf · Salesman John Smith
Project status
DELAYED
Gate fabrication
Overall progress
65%
Against baseline
Slip to delivery
+6d
Forecast
Processes complete
4/9
COCHRANE
Dashboards
  • Project Status
  • Resource Planning
  • Vitals Check
  • Master Calendar
  • Process Load
  • Delays & Issues
Setup
  • Projects
  • Processes
Process / step
W26
W27
W28
W29
W30
W31
1500× High-tensile fencing tubes
Procurement Done
Slitting Done
Tube mill Running
Post fabrication Pending
Gate fabrication Pending
Quality control Pending
24× Security gates type A
Procurement Done
Gate fabrication Delayed
Quality control Pending
RECOMMENDATIONS

Production — proposed additions

The Gantt shows that things slip. These show why, and what each slip costs downstream.

REC 01Pareto bar

Delay root-cause capture

When a process turns red the planner picks a cause. One quarter later you know what actually causes delays.

REC 02Number + load bars

Capacity vs committed load

Answers "if we accept this project, what breaks?" — per process, next 30 days.

112%
Tube mill committed
Gate fab 84%Slitting 61%QC 47%
REC 03Number tiles

Scrap & rework rate

Target vs actual quantity hides quality loss. Shown beside output so "on target" cannot mask rework.

4.2%
Tube mill scrap
1.1%
Slitting scrap
REC 04Alert list

Downstream impact alerts

When a step slips, auto-list which projects and delivery dates move — so sales hears it from the system, not the client.

Gate fab slip → PRJ-24-001 delivery +6dTube mill load → PRJ-24-007 start at risk
Module 06 · Wage Portal

Maintenance Breakdowns

Breakdown capture, response times and resolution tracking · day 09 Jun 2026
Total breakdowns
8
This day
Resolved
6/8
2 still open
Avg resolve time
2h 37m
Target 2h
Avg arrival time
12m
From report to on-site
Resolution status
9 Jun 2026
Downtime by machine
Minutes lost, this day
Breakdown log
8 records
PrimarySecondaryTertiaryResponsibleStartArrivedResolvedDurationStatus
Maintenance4kw laserLimit switch problemLisbon, Tshepo08:0708:0809:161h 09mResolved
MaintenanceSlitting lineBrake not workingJerome09:0009:0110:101h 10mResolved
ConsumablesCompressorCompressor — no oilTshepo, Lisbon09:1609:1710:311h 15mResolved
MaintenanceTube millBroken cylinderJerome12:2712:2812:4518mResolved
ElectricalSlitting lineMotor overload tripAndre14:3014:5216:051h 35mResolved
MechanicalTube millBearing failurePieter18:4019:10Open
ConsumablesWelding stationOut of wireSipho20:1520:2006:30+110h 15mResolved
MaintenancePress brakeHydraulic leakJerome22:1022:45Open
RECOMMENDATIONS

Maintenance — proposed additions

Today's log is reactive. These make it predictive, and link downtime to money and production.

REC 01Pareto bar

Repeat-offender machines · MTBF

Breakdown count and mean time between failures per machine over 90 days. The machine that fails weekly justifies its own plan — or replacement capex.

REC 02Number tiles

Downtime cost & production impact

Downtime hours × line rate gives lost output and cost, linked to the production planner's process load.

17.4h
Downtime this week
2,900
Units lost
REC 03Line chart vs target

Response & resolve trend

Weekly averages against a target line. The 22-minute arrival on the overload trip becomes a visible trend rather than an anecdote.

REC 04Badge list

Preventive maintenance due

PM scheduled per machine by hours-run or calendar. Overdue items surface here and in the technician's mobile app.

Slitting line · overdue 6d4kw laser · due in 3dPress brake · done 02 Jun
REC 05Stacked bar

Consumables vs true breakdowns

"Out of wire" and "no oil" are stock failures, not machine failures. Splitting them shows how much downtime procurement could remove — and feeds the Bryan consumables dashboard.

REC 06Leaderboard table

Technician workload & first-fix rate

Jobs, average resolve time and share fixed without a repeat within 7 days. For load-balancing and coaching, not blame.

TechnicianJobsAvg fixFirst-fix
Jerome344m100%
Lisbon21h 12m100%
Andre11h 35m50%
Module 07 · Cochrane+ Fleet

Fleet

Proposed layout — no mockup exists yet. Built from the brief: existing fuel tracking, existing live tracking, plus a user-to-vehicle link giving vehicle history. Quoted at 80 hours.
Vehicles
18
14 assigned · 3 pool · 1 workshop
On the road now
11
Live tracking
Fuel spend MTD
21.4k
AED
Avg consumption
11.8
L / 100km
Vehicle register — user to vehicle link
Tapping a vehicle opens its history: trips, drivers, fuel fills, incidents
VehiclePlateLinked userStatusOdometerLast tripFuel MTD
Toyota HiluxH 44821Jonathan CoetserOn road · Gauteng84,210Today 10:421,840
Ford RangerR 30917Brett JoosteOn road · GP HQ61,077Today 09:151,565
Isuzu D-MaxD 88342Pool vehicleParked · Bryan yard112,940Yesterday990
Toyota HiaceH 20455Karl StadlerIdling 40+ min97,301Today 11:022,120
Nissan NavaraN 61208Bradley SaffyIn workshop129,8843 Jul610
RECOMMENDATIONS

Fleet — proposed additions

Worth agreeing scope now, while it sits inside the 80-hour estimate. Adding these later costs materially more.

REC 01Scatter / outlier chart

Fuel anomaly detection

Fills plotted against distance since last fill. Points off the line indicate leaks, theft or card misuse. The fuel data already exists — this is the highest-value 5% of the build.

REC 02Badge list

Service & compliance due

Odometer-based service intervals plus registration, insurance and permit expiry — same pattern as maintenance PM.

N 61208 · service overdue 1,900kmH 44821 · insurance 12 AugD 88342 · registration 30 Aug
REC 03Number tiles

Cost per kilometre

Fuel plus maintenance plus insurance divided by distance. The number that decides replace-versus-keep, and it feeds travel cost-per-meeting.

1.84
AED/km fleet avg
3.10
N 61208 worst
REC 04Bar chart

Utilisation per vehicle

Share of working days each vehicle actually moved. Idle vehicles are capital to reallocate; overworked ones explain breakdowns.

REC 05Trip log table

Automatic trip log

Since user and vehicle are linked, generate trip logs with a one-tap business/private toggle. Feeds expense claims and tax logbooks with no admin.

TripKmType
GP HQ → HB Realty34Business
HB Realty → Home19Private
REC 06Score + trend

Driver safety score

Harsh braking, speeding and idling per 100km, shown to the driver in their own app first. Frame as insurance-premium reduction, not surveillance.

82/100
▲ +4 this quarter
J. Coetser 91K. Stadler 68
Module 08 · Cochrane+ Corporate Ecosystem

Titan Overview

The front door to every module. Currently a navigation menu — the recommendations turn it into a control room.
01
TITAN 1
Community
Mood Measure
Evaluation
User Photo Analysis · Internal Rating
Executive
On The Move · Location Compliance · Geofences · Attendance · Messages · App Users · Reports · Settings
02
TITAN 2
Sales
Live Presentations · TPM · Deal Tracking · Geofences · Sales Report / Report Card · Journeys · Settings
Thunderbolt
Thunderbolt · Meetings · Debrief
Campaign
Contacts · Opportunities · Geofences
03
TITAN 3
Project Management
Geofences
Titan 3 is near-empty. Either it absorbs the production planning modules or it should be hidden until it carries content.
RECOMMENDATIONS

Titan Overview — proposed additions

This screen is the front door to everything. Right now it navigates; it should triage.

REC 01Status strip per Titan card

Live health badges

Each Titan card shows its exceptions before you click in, so the overview becomes triage rather than navigation.

Titan 1 · 2 attendance exceptionsTitan 2 · 5 stale opps · 1 rep below targetTitan 3 · all clear
REC 02KPI ribbon

Company pulse

One row of cross-Titan numbers at the top of the overview — the executive's ten-second morning check.

94%
Attendance
63
Meetings wk
2
Open breakdowns
65%
PRJ-24-001
REC 03Per-person panel

Manager one-pager

One line from every module per direct report — the one-on-one prep sheet. The highest-value cross-Titan build in this document.

Jonathan Coetser
AttendanceOn time · 96%
Pipeline2 stale opps
Tasks1 overdue
W2 meetings2 of 6 booked
REC 04Bar chart

Module adoption tracker

Weekly active users per module. Shows which modules being paid for are actually used, and where training is needed.

REC 05Search bar + results

Universal search across Titans

Type a name or project code once and get results from every module. Removes the "which Titan is that in?" problem for new staff.

⌕ "coetser" — 4 results: Opportunity · Route Map · Fleet vehicle · Travel plan
REC 06Digest card / email

Weekly exception digest

Auto-email each manager their top five exceptions across all modules every Monday at 07:00. This will do more for adoption than any screen people must remember to open.

Your week — 5 items: 2 lates (Ops) · 1 open breakdown (press brake) · 2 stale opps · gate fab slip +6d · N 61208 service overdue
Module 09 · Cochrane+ Sales

Sales Report Card

Jonathan Coetser · Q3 2026 · built to the eight-section specification
Section scores
Against team median
Summary — eight sections, scored out of five
Weighted total 3.6 · unweighted 3.3
Sales
4.0
Presentation
3.5
Campaign
2.8
Route Map
4.2
Portfolio
3.6
Intelligence
2.5
Evaluation
3.8
Development
2.0
01 · Sales 4.0 / 5
Actuals 3 / 6 · projections 3 / 6 / 9 / 12
Projection vs actual accuracy
78%
Actual vs opening
3 / 41
MCX+ opening → sale
7.3%
Projection selection accuracy
67%
Lost deals
4
Price ×2 · timeline ×1 · competitor ×1
02 · Presentation 3.5 / 5
Capability
Level 3
Certified · full deck
Average per day
2.4
Successful outcomes
61%
Contact 38% · opp 23%
Content refresh
14 May
Refreshed quarterly
Content trend · ClearVu + drone barrier combo decks GM audit 12 JunDM audit 30 JunCommand audit 03 Apr · due
03 · Campaign 2.8 / 5
Contact summaryNo.RelationshipRatingUpdate
Active contacts483.1B82%
TBOLTM target vs actual
14 / 18
78%
TPM target vs actual
31 / 30
103%
04 · Route Map 4.2 / 5
Rating
4.2/5
Targets hit · coverage complete
Optimization
86%
Actual km vs optimal route
05 · Portfolio 3.6 / 5
Opp summaryNo.Prob.RatingUpdateVitals
Active opps52068.5%Amber91%OK
Priority portfolio
Acme Corp · 70%Growthpoint · 65%Globex · 30% stale
06 · Intelligence 2.5 / 5
New builds captured — by level and workthrough
07 · General
Time efficiency
Client 60%
Traffic 18% · office 22%
Appearance
Pass
5-star rating
4.1
08 · Evaluation 3.8 / 5
KPI
7/9 met
5 star
4.0
09 · Development 2.0 / 5
Development module register
Advanced negotiationDone
Drone barrier tech specIn progress
Presentation level 4Not started
RECOMMENDATIONS

Sales Report Card — proposed additions

The structure is strong. These make the scores trusted, comparable and consequential.

REC 01Line chart

Score history per section

A 4.0 means little without direction. Trending each section quarter-on-quarter makes the review about movement, not a snapshot.

REC 02Percentile badges

Peer benchmark

Score against team median and rank per section — anonymised for the rep, named in the GM view.

3.3/5
Overall
Route Map · top 10%Development · bottom 20%
REC 03Auto / judged tags on every metric

Auto-fed versus judged split

Tag each metric as system-calculated or human-judged, and auto-feed everything possible. Scores people cannot argue with drive behaviour; scores that feel arbitrary get ignored.

AUTO · 14 metricsJUDGED · 5 metricsJudged require a comment
REC 04Weighted score card

Section weighting

Eight equal sections means appearance moves the total as much as sales. Let the GM set weights per role and show both totals.

3.3
Unweighted
3.6
Weighted · sales ×3
REC 05Action list + status

Linked action plan

Any section below 3.0 generates an action with an owner and date, carried into next quarter's card. The card stops being a grade and becomes a coaching loop.

Development 2.0 → complete level 4 by 30 SepCampaign 2.8 → TBOLTM plan with DM, review 15 Aug
REC 06Sign-off trail

Review & acknowledgement workflow

DM scores, GM approves, rep acknowledges in their own app with an optional comment. Creates the audit trail the GM/DM/Command audit line already implies.

DM scored02 Jul
GM approved04 Jul
Rep acknowledgedPending
Specification query: the summary lists eight sections but the detail includes a ninth (General). Decide whether General scores into the total or sits outside as pass/fail — it changes the weighting maths.
Module 10 · Vibrancy

Workplace Health Insights & Analytics

On-site active program · 6 registered workers · filters: all departments, all genders, 30 days
Medical rating
64/100
High risk
Average daily steps
8,941
Target 10k/day
Resting heart rate
66bpm
Rec avg 68 bpm
Total sick days
6d
Average across 6 members
Avg sleep
7h
Target ≥ 7h
Nutrition self-score
3.6/5
Healthy diet
Avg VO₂ max
42.5
ml/kg · cardio capacity
Avg BMI
24.6
Adiposity index
Active workforce trend analysis
Moving averages of input habits and clinical measurements
Targets vs outcomes
Behaviour goals against biological values · 100% optimal
Sick leave profile
By company department
Health grade breakdown
Share of workforce per medical rating class
6-month compliance alerts
Required check-ups overdue
Marcus Vance
Sales
Medical + bloods
Elena Rostova
HR
Ophthalmologist
James Carter
Finance
Medical + bloods + ophth.
RECOMMENDATIONS

Health & Fitness — proposed additions

This module lives or dies on trust: aggregate for management, personal for the employee. Items 7 and 8 implement the iPhone and Apple Watch metric sets from the health brief.

REC 01Role-based masked views

Aggregate-only management view

Managers see department averages with a minimum group size of five — no individual medical ratings, BMI or named compliance status. This single choice decides whether staff opt in at all, and answers POPIA and UAE health-data obligations.

Manager · dept avg, n≥5Employee · own data, privateClinic · named, consented
REC 02Dual-axis line chart

Health to attendance correlation

Overlays program participation with access control data: sick days and lateness per department, before and after program start. This is the chart that proves return to the board.

REC 03Number tiles

Program return card

Sick days avoided × average day cost against program spend — the health module priced in the same language as maintenance and fleet.

−22%
Sick days vs prior 6 mo
3.1×
Est. return on spend
REC 04Funnel bar

Participation & consent tracker

Eligible, registered, active this week, consented to share. With six registered workers, growth of the program is itself the KPI to manage.

REC 05Employee app badges

Challenges & streaks

Department step challenges, personal streaks and milestones in the employee's own app — voluntary, and team-level leaderboards only. This is what sustains engagement past month one.

Ops vs Sales step challenge · week 314-day sleep streak10k × 20 days
REC 06Booking flow

Compliance alert to appointment

The overdue list is good; close the loop. One tap books the clinic slot, syncs to the person's calendar and marks the access control window as medical — no HR chasing.

Marcus VanceSlot offered · 28 Jul 09:00
James CarterBooked · 25 Jul
REC 07 · from health metrics briefHealthKit auto-sync · per-metric consent toggles

iPhone metrics — top seven

Auto-synced rather than manually entered. Removing the "log daily metrics" burden visible in the current mockup is the single biggest driver of sustained participation.

Steps per day
8,941
Activity vs goal
Walk / run distance
6.2km
Total travelled
Walking speed
4.9km/h
Fitness & mobility
Walking steadiness
OK
Balance / fall risk
Flights climbed
11
Stair & cardio effort
Active energy burn
640kcal
Movement calories
Sleep / time in bed
7h 10m
Habit consistency
REC 08 · from health metrics briefWatch sync · feeds medical rating and radar automatically

Apple Watch metrics — top seven

Clinical-grade trends that populate the medical rating and the targets-vs-outcomes radar without manual entry. HRV and resting heart rate can flag illness early — surfaced to the employee only, never to management.

Heart rate
66bpm
Intensity & cardio health
Resting heart rate
58bpm
Fitness / illness trend
HRV
48ms
Recovery & stress
Sleep duration & stages
7h
22% deep · quality
Respiratory rate
14/min
Sleep & illness changes
Cardio fitness VO₂ max
42.5
Aerobic fitness
Workout tracking
4/wk
Type · duration · pace · kcal
Coverage gap: an Apple-only integration excludes most factory staff. Android equivalents via Health Connect should be scoped in the same phase, not deferred.
Module 11 · Task Management

Tasks Dashboard

Tasks pulled from CRM, with a per-person version mirrored in the Cochrane+ app.
Total open
7
Active in current view
Due today
3
Needing immediate action
Overdue
2
Requires escalation in CRM
Follow-ups
2
Scheduled for today
Task dashboard
All tasks · due today · overdue
StatusTask & linkAssigneeDue
Due todayReview Q3 proposal for Acme Corp
Acme Corp Q3 Expansion · Opportunity
Sarah JenkinsJul 14
OverdueFollow up on MSA negotiation
GlobalTech Industries · Account
Michael ChangJul 10
Due todayPrep for discovery call
TechFlow Solutions · Meeting
Emma WatsonJul 14
UpcomingSend onboarding welcome kit
Alice Robertson · Contact
David SmithJul 15
UpcomingQuarterly account review
Stark Industries · Account
Sarah JenkinsJul 16
OverdueUpdate CRM contact detailsMichael ChangJul 08
Due todayFinalize statement of work
Wayne Ent. Implementation · Opportunity
Emma WatsonJul 14
Task details & notes
Subject
Review Q3 proposal for Acme Corp
Description
Review the final draft of the Q3 proposal and send feedback to the sales team.
CRM linking
Acme Corp Q3 Expansion
Assigned to
Sarah Jenkins
Outstanding
13 days
Due date
Jul 14 2026
Follow-up
Jul 14 2026
Internal notes · CRM sync
Waiting on financial figures from Dave.
Sarah Jenkins · 10/07/2026
Team performance
Completion rate
Sarah Jenkins
92%
Michael Chang
78%
Emma Watson
85%
David Smith
64%
Follow-up required. Two tasks carry overdue follow-up dates across the team. Check CRM to prevent ticket aging.
RECOMMENDATIONS

Tasks — proposed additions

The list shows what is open. These show what is at risk, what is stuck, and where the work originates.

REC 01Bar chart

Task aging distribution

"Outstanding 13 days" only appears once a task is opened. Charting the whole queue by age makes genuinely stuck work visible without clicking through.

REC 02Stacked bar

Workload balance by assignee

Completion rate alone does not show who is buried. Open tasks per person by status distinguishes poor performance from an unfair queue — David Smith's 64% reads differently either way.

REC 03Donut chart

Tasks by CRM source

Every task links to an opportunity, account, contact or meeting. Grouping by source shows where workload originates and which accounts consume the most effort.

REC 04Number tiles + trend

Completion velocity

Tasks closed against tasks created each week. If creation outruns completion the backlog grows regardless of how good the daily figures look.

18
Closed this week
23
Created this week
Net backlog +5 — third consecutive week of growth.
REC 05Escalation ladder

Automatic escalation

The panel already states that overdue tasks require escalation in CRM — but a human has to notice first. Make the ladder automatic and time-based.

3 days → assignee reminder7 days → manager notified14 days → executive digest
REC 06Mobile task card

Employee view — my tasks

The per-person app version should show today plus overdue only, with one-tap complete and snooze. A full CRM table on a phone will not be used in the field.

Today · 3 tasks
Overdue Update CRM contact details
Due today Review Q3 proposal — Acme
CompleteSnooze