Conduit

Northwind Logistics

Also known as: Northwind · Northwind Logistics Inc

Owner: Marcus Webb · Team B

Overall Status

At Risk

Canonical Engagements (1)

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

Supply Chain Optimization

eng-northwind-1

healthy
Salesforce006NWL001Monday.com94830100CertiniaPRJ-10401KipsiENG-9100
Imported about 22 hours ago· Aging

Logistics Platform Rollout

In Progress

2 task buckets · 9 individual tasks in Monday.com

Open in Monday.com

0

Overdue

0

Due Soon

2

In Progress

0

Blocked

0

Complete

2

Total Buckets

Task BucketStatusDueUrgencyAssigneeSub-tasks
Platform ArchitectureIn ProgressSep 10, 2026On TrackMarcus Webb3/5Open
Integration TestingIn ProgressSep 20, 2026On TrackMarcus Webb1/4Open
Imported about 22 hours ago· Unknown freshness

Source Systems

CRM / Pipeline

Salesforce

Northwind Logistics

Open Pipeline: $280,000

Σ amount for open stages (USD, Salesforce authoritative)

Largest Opportunity: Supply Chain Optimization

Stage: Discovery

Imported about 22 hours ago· Aging(source about 23 hours ago)Open in Salesforce

Delivery

Monday.com

Logistics Platform Rollout

Status: On Track

15 open task buckets

120 estimated hours remaining (not task count)

Imported about 22 hours ago· StaleOpen in Monday.com

Professional Services / Financials

Certinia

Logistics Platform

Project Budget: $280,000

Actual: $120,000

Utilization: 72%

Imported about 23 hours ago· AgingOpen in Certinia

Client Engagement

Kipsi

Logistics Tax Review

PBC Completion: 65%

Questionnaire: Complete

Imported 2 days ago· AgingOpen in Kipsi

Related Records

Salesforce

Account 001NWL001Open

Certinia

PSA Project PRJ-10401Open

Monday.com

Project 94830100Open

Kipsi

Engagement ENG-9100Open

Source of Truth

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