Conduit

Acme Corporation

Also known as: ACME Corp · Acme Corp. · ACME Corporation LLC

Owner: Sarah Chen · Team A

Overall Status

At Risk
2 data quality issues for this client. View in Data Quality

Canonical Engagements (2)

Each engagement groups related Salesforce, Certinia, Monday.com, and Kipsi records via explicit IDs — never combined by client name alone.

FY27 Transformation

eng-acme-fy27

at risk
Salesforce006XYZ456Monday.com94829939CertiniaPRJ-10234
Imported about 21 hours ago· Aging(source about 22 hours ago)
R&D Tax Credit Extension

eng-acme-rd-tax

at risk
Salesforce006XYZ457Monday.com94829938CertiniaPRJ-10233KipsiENG-8823
Imported about 21 hours ago· Aging(source about 22 hours ago)

2026 R&D Delivery

At Risk

22 task buckets · 97 individual tasks in Monday.com

Open in Monday.com

4

Overdue

5

Due Soon

10

In Progress

1

Blocked

1

Complete

22

Total Buckets

Task BucketStatusDueUrgencyAssigneeSub-tasks
Data Collection & PBC ReviewAt RiskAug 15, 20265d overdueMarcus Webb2/6Open
Contractor vs Employee ReviewBlockedAug 17, 20263d overdueDana Park1/4Open
Technical Interviews — Phase 1In ProgressAug 18, 20262d overdueDana Park3/5Open
Supply Chain AnalysisIn ProgressAug 19, 20261d overdueMarcus Webb4/5Open
Client Review Meeting PrepIn ProgressAug 21, 2026Due in 1dSarah Chen1/3Open
Technical Interviews — Phase 2In ProgressAug 22, 2026Due in 2dDana Park1/5Open
Documentation & Audit TrailIn ProgressAug 23, 2026Due in 3dDana Park2/4Open
Qualifying Activity AnalysisIn ProgressAug 25, 2026Due in 5dSarah Chen2/4Open
IP & Patent ReviewIn ProgressAug 26, 2026Due in 6dDana Park2/5Open
Wage Allocation ModelingNot StartedAug 28, 2026On TrackMarcus Webb0/3Open
Software Development CreditIn ProgressSep 1, 2026On TrackSarah Chen2/6Open
Process of ExperimentationIn ProgressSep 5, 2026On TrackDana Park1/5Open
Form 6765 PreparationNot StartedSep 15, 2026On TrackSarah Chen0/4Open
State Credit AnalysisNot StartedSep 20, 2026On TrackMarcus Webb0/5Open
Nexus & ApportionmentNot StartedSep 30, 2026On TrackMarcus Webb0/4Open
Substantiation PackageNot StartedOct 1, 2026On TrackMarcus Webb0/6Open
ASC 730 CoordinationNot StartedOct 15, 2026On TrackSarah Chen0/3Open
Internal QA ReviewNot StartedOct 20, 2026On TrackSarah Chen0/4Open
Partner ReviewNot StartedNov 1, 2026On TrackSarah Chen0/3Open
Filing & SubmissionNot StartedNov 15, 2026On TrackMarcus Webb0/5Open
Post-Filing SupportNot StartedDec 1, 2026On TrackDana Park0/4Open
Discovery & RequirementsCompleteJul 15, 2026CompleteSarah Chen4/4Open
Imported about 21 hours ago· Unknown freshness

FY27 Transformation Delivery

In Progress

0 task buckets · 0 individual tasks in Monday.com

Open in Monday.com

0

Overdue

0

Due Soon

0

In Progress

0

Blocked

0

Complete

0

Total Buckets

Task BucketStatusDueUrgencyAssigneeSub-tasks
Imported about 21 hours ago· Unknown freshness

Source Systems

CRM / Pipeline

Salesforce

Acme Corporation

Open Pipeline: $570,000

Σ amount for open stages (USD, Salesforce authoritative)

Largest Opportunity: FY27 Transformation

Stage: Negotiation

Imported about 21 hours ago· Aging(source about 22 hours ago)Open in Salesforce

Delivery

Monday.com

FY27 Transformation Delivery

Status: On Track

5 open task buckets

640 estimated hours remaining (not task count)

Imported about 21 hours ago· StaleOpen in Monday.com

Professional Services / Financials

Certinia

FY27 Transformation PSA

Project Budget: $450,000

Actual: $0

Utilization: 0%

Imported about 22 hours ago· AgingOpen in Certinia

Client Engagement

Kipsi

2026 R&D Tax Engagement

PBC Completion: 87%

Questionnaire: In Progress

Imported 2 days ago· AgingOpen in Kipsi

Related Records

Salesforce

Account 001ABC123Open

Certinia

PSA Project PRJ-10233Open

Monday.com

Project 94829938Open

Kipsi

Engagement ENG-8823Open

Source of Truth

Sales Relationship
Pipeline
Delivery Execution
Project Financials
Time / Utilization
Client Engagement
PBC / Questionnaire