Mode: Assess

V
Assess - anonymous pulse Smarttasking - capture DEMO-20260804
Assess Investigate Decide Sequence Playbook
Live app Demo survey link
VectorIQ Full Pulse

Turn anonymous team feedback into an executive view of value, friction and readiness.

This demo shows how the Smarttasking survey can feed a structured VectorIQ engagement: first collecting anonymous Full Pulse responses, then mapping the signals into optimisation, systems, cost-saving hypotheses and a practical action sequence.

Survey briefing

What Niall asks the SLT to do

Complete the VectorIQ survey seriously and candidly. The survey is anonymous and the output is used to understand the business, not to attribute comments to individuals.

Survey typeFull Pulse
Respondents6 / 10
System questions8 areas
OutputPlaybook
What the survey captures
People signalsLeadership, clarity, decision speed, handoffs and blockers.
Operating signalsWhere process friction creates delay, rework or hidden effort.
Systems mapCRM, finance, billing, provisioning, support, HR, BI and workflow tools.
Cost baselineLicences, spend, duplication, manual effort and scalability constraints.
Action pathwayPrioritised workstreams, evidence needed and owners.
Launch link placeholder

Replace this placeholder before sending the demo or copying the invite.

INSERT_VECTORIQ_SURVEY_LINK

Demo note: this page is static. It shows the intended engagement experience and sample outputs. Live scores and reports come from the VectorIQ platform once the survey is completed.

Mode: Investigate

V
Investigate - signal cockpit Smarttasking - Full Pulse feed
AssessInvestigateDecideSequencePlaybook
Confidence: medium
Pulse to optimisation

The Full Pulse does not prove savings. It tells us where to look first.

The value comes when survey signals are connected to operational evidence: licence records, system usage, ownership maps, time lost, duplicated tooling and scalability constraints.

Indicative opportunity

GBP 185k - GBP 420k

Demo annual opportunity range before validation. This is a hypothesis, not a claim, until finance, system and workflow baselines are confirmed.

Decision dragHigh
ReworkMedium
Systems fitMixed
Evidence needStrong
Signal 01

Decision drag

Respondents report unclear ownership, slow decisions and blocked handoffs. The saving hypothesis is reduced management time loss and faster project throughput.

Signal 02

System fragmentation

CRM, workflow, billing and reporting records may not give one operational view. The hypothesis is consolidation, integration or better use of existing platforms.

Signal 03

Licence and tool waste

Optimisation questions collect named systems, annual cost, active users, renewal dates and fit-for-plan scores to identify duplicate or underused spend.

Systems inventory questions
AreaRecorded answerScoring logicCost evidence
CRMHubSpot / Salesforce / otherFit for plan, integration, adoption, reporting confidenceAnnual cost, licences bought, active users, renewal
Finance and billingXero / Sage / NetSuite / bespokeScalability, controls, invoice accuracy, manual workaroundsLicence cost, payment friction, month-end effort
Provisioning / OSS / BSSNamed operational platformsWhether the system supports growth, service quality and automationRun cost, failed orders, manual rekeying, support burden
Workflow and deliveryAsana / Jira / Monday / spreadsheetsOwnership clarity, project visibility, handoff qualityTool overlap, time leakage, duplicate status reporting

Mode: Decide

V
Decide - value bridge Smarttasking - opportunity ranking
AssessInvestigateDecideSequencePlaybook
Board-ready view
Cost-saving logic

Every opportunity is separated into signal, evidence, value lever and decision.

This keeps the report credible. The Pulse highlights likely leakage, but the decision view shows what must be validated before any saving is claimed.

Decision rule

Do not call it saving until it is baselined.

Use the survey to prioritise investigation, then use system and finance data to quantify the opportunity.

Opportunity Signal from Pulse Evidence to request Likely decision
Licence and platform spend Teams report overlap, manual workarounds and low confidence in system fit. Licence export, renewal dates, active-user report, department owner and cost centre. Consolidate, renegotiate, remove inactive seats or standardise usage.
Workflow and decision drag Respondents identify slow ownership, blockers and repeated escalation. Decision register, project delay log, blocked work samples and meeting cadence. Clarify authority, simplify governance and reduce low-value status cycles.
OSS / BSS and provisioning fit Operational systems may not support growth, visibility or automation. Order-to-cash map, provisioning defects, manual rekeying, support ticket reasons. Fix integration, change workflow, upgrade platform or defer until growth threshold.
Reporting and BI confidence Conflicting views of performance slow action and create debate. KPI definitions, BI tool inventory, source-of-truth map and report owner list. Reduce duplicate reports and create one executive performance pack.
Priority 1

Licence baseline sprint

Fastest path to hard evidence. Create a list of systems, cost, users, owners and renewal dates.

Priority 2

System fit review

Score each core system against current needs and growth plans, especially CRM, billing, OSS/BSS and BI.

Priority 3

Operating friction map

Connect decision drag and rework to real examples so leadership can remove the right blockers.

Mode: Sequence

V
Sequence - action plan Smarttasking - 30 / 60 / 90 days
AssessInvestigateDecideSequencePlaybook
Execution path
Recommended sequence

Start with evidence, then move into savings, system choices and scale readiness.

The first month should be about proving the baseline. That protects credibility and makes the eventual recommendations stronger for exit prep, board conversations and investment decisions.

Exit prep value

Cleaner story, cleaner evidence.

A buyer or investor can see where the business is scalable, where risk remains and which systems need action.

Days 1-30

Baseline and evidence

  • Complete Full Pulse responses across SLT and selected team members.
  • Collect system inventory, licences, renewal dates and active users.
  • Map top process frictions raised in survey comments.
  • Create first cost-saving hypothesis register.
Days 31-60

Decide and design

  • Confirm which savings are real, probable or unsupported.
  • Rank system consolidation, renegotiation and integration options.
  • Define owner, value lever, risk and evidence for each workstream.
  • Prepare executive readout and decision pack.
Days 61-90

Execute and prove

  • Remove quick-win licence waste and unused seats.
  • Start one workflow simplification sprint.
  • Launch system fit decisions for CRM, billing, OSS/BSS and BI.
  • Track savings, risk reduction and scalability improvement.
Workstream sequencing
WorkstreamOwner roleFirst outputMeasure
Licence baselineFinance / OpsSystem spend registerGBP value validated
Systems fitCOO / CTOCore-platform scorecardFit for plan score
Decision dragSLT sponsorDecision and blocker mapTime-to-resolution
Executive reportingFinance / BI ownerOne version of truth packReport duplication removed

Mode: Playbook

V
Playbook - board pack Smarttasking - downloadable executive report
AssessInvestigateDecideSequencePlaybook
Executive summary

VectorIQ gives Smarttasking a clearer, evidence-led view of what to fix before scale or exit.

The strongest value is not an AI label. It is a joined-up optimisation view: people signals, process friction, systems inventory, licence spend, platform fit and the evidence needed to turn improvement ideas into credible savings.

Built by

Ad, with scoring support from Rob Bullen

VectorIQ converts anonymous feedback into structured evidence, weighted scoring and executive action pathways.

What the final report includes
  • Anonymous Full Pulse summary and response confidence.
  • Enterprise Value Score and 4I pathway view.
  • Optimisation readiness and cost-saving bridge.
  • Systems, licences and scalability scorecard.
  • Prioritised roadmap with owners, evidence and measures.
What still needs live data
  • Final respondent count and answer distribution.
  • Named system answers from CRM, finance, billing, support, HR, BI and workflow.
  • Licence cost, active-user and renewal evidence.
  • Decision examples, blocker evidence and workflow maps.
  • Validated saving numbers signed off by finance or system owners.
CEO briefing copy
Next move 01

Send survey link

Use the CEO briefing copy and issue invites only to new or pending respondents.

Next move 02

Protect completed reports

Keep Gary and Niall's completed reports visible while extending the launch to others.

Next move 03

Export executive PDF

Once live responses and system details are in, export the merged report for SLT and exit-prep use.