Aging & stalled-project detection
Every project past threshold surfaces itself — before the customer calls asking.
We implement a project-control system for residential solar operations teams: it continuously identifies stalled projects, standardizes hold reasons, assigns next actions, and shows leadership exactly where intervention is required — on the data you already have, in Salesforce/TaskRay, Monday, Airtable, or spreadsheets.
INHERITED A FLEET? Grading thousands of orphaned systems for interconnection truth needs a different method — and a cheaper one. See the portfolio triage funnel → CapabilitiesEvery project past threshold surfaces itself — before the customer calls asking.
One taxonomy across coordinators, utilities, and reports. No more free-text archaeology.
No project without an owner. No owner without a next action. Missing either gets flagged.
Approval, rejection, and field-correction tracking plus utility-specific risk rules feed a queue leadership can actually work.
Who's overloaded, who's blocked, what moves today.
A backlog view management can finally trust — generated, not hand-built.
The system surfaced a transformer-overload screening hold with a 15-business-day respond-or-withdrawn deadline — caught 11 days before expiry. The CRM's hold fields were blank; the truth lived in the utility portal and one customer phone-call log. Same week: official letter retrieved, options priced, decision packet delivered to the account owner. (Anonymized.)
DeliveryYou don't get software access and a manual. You get a working system with your real backlog already imported and classified:
| Offer | What's included | Price |
|---|---|---|
| Founding Implementation | Up to 500 project records, one primary workflow, up to 5 roles, hold/blocker taxonomy, aging + escalation rules, 3 management dashboards, 1 weekly report, 2 training sessions, 30 days launch support | $2,000 |
| Platform access | Ongoing system use after implementation | $300 / mo |
| Managed operations layer | Weekly data-quality review, exception + aging reports, rule refinements, monthly management call | $750 / mo |
| Fleet diligence scrub | Inherited/acquired portfolios: true PTO + exposure status per system, evidence-cited | $25 / system |
Founding pricing is limited to a small number of teams. Boundaries that protect both sides: one primary workflow, one major integration, no unlimited custom development — scope is written down before work starts.
GuardrailsSend 10 stuck projects (a CSV export is enough) with your utilities and current tools. Within 48 hours you get their true state, actual blockers, and any deadline silently burning — free, no install, no sales call required. If we find nothing, you've lost nothing.