Updated 8 Sept 19:21
Q4 2025
Q1 2026
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Q4 2026
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TODAY
Milestones6 of 15 reached
Create table entity under operation tools page for the data to be added
Create Run Job
Create Schedule Job
Implementation of Scheduling Matrix Uploads
Created a plan for Queueing matrix pricing upload
Pricing Files Reader
Opportunity marked as signed by renewal campaign
Embed Docusign
Test Matching Code
Bespoke Pricing - In Full Use
M5 — Live
M4 — Portal experience
M3 — tem quoting on staging
M2 — Deferred-quote plumbing
M1 — Discovery & design
New features8 of 15 done
Automate Contract Submission
Automating the voiding of contracts
Bespoke Pricing Process
Small/Micro Renewal Campaign & Quoting
Fidelity ETRM
Service Desk67%1/2 tickets
UX Analytics & Behavioural Insights
Sales KPI Dashboards
Task creation and management on Ambolt
Custom Report Feature for Partners/BDMs46%5/12 tickets
Reminders & Insights
Ambolt Co-Pilot
Renewal Area
Account & Opportunity Quality Score
Missed Follow-Up Alerting
Integration & AI5 of 8 done
Objection monitoring automation
Automate Supplier Registration
Call Data Extraction & API
AI Data Extraction Solution
Salesforce - Implementation for Direct
ERP Implementation
TEM Pricing API53%4/19 tickets
AI Bill Reader
Improvement4 of 8 done
Matrix Pricing Overhaul
Commission System Upgrade and Development
Customer Lifecycle Automation
Purchase Direct - Software Rental
Bespoke Automation Revisions64%7/11 tickets
Matrix Pricing Automation13/19 tickets
SwitchYourEnergy - Full Re-Work
Refresh HH Data Reporting for Carbon & ESG SECR
Testing & QA1 of 2 done
Bespoke Pricing QA
Penetration Testing & Revisions
Infrastructure1 of 2 done
Ambolt (Blazor) Launch
Salesforce Rationalization (Technical Debt Reduction)0%0/1 tickets
Done
In progress — fill shows % complete
Planned (dates in Linear)
In Linear, no dates yet
Milestone
Today
Live from Linear. Timing is by month, not a commitment to a date.