The operational architecture for finance -- from winning work to running the business
Every operation maps to Attract, Deliver, or Operate
Win the work
Execute projects
Run the business
Last Planner + Critical Chain for reliable delivery
The key metric: PPC = Tasks Completed (Did) / Tasks Committed (Will). World-class teams sustain 85%+ PPC. Below 70% triggers agent intervention.
Before a task moves from "Should" to "Can", it must pass all 7 constraints:
On track. No intervention needed.
Watch closely. Plan recovery actions.
Immediate action required. Escalate.
Buffer percentage = consumed buffer / total buffer. Fever chart tracks buffer consumption over project duration.
From field crews to management dashboards to agent intelligence
Daily logs, manpower reports, equipment hours, safety observations
PPC calculation, constraint analysis, buffer consumption, throughput metrics
Earned value, cost variance, schedule performance, quality indices
Pattern detection, predictive alerts, recommendation engine, auto-actions
Collect field data, sensor readings, and system events
Contextualize against historical patterns and current constraints
Agent suggests or auto-selects best course of action
Execute decision, record outcome, feed back into Observe
Continuous cycle -- each Act feeds back into Observe
From estimates through billing to period close
Cost estimates from ARE engine. CSI division breakdown.
SOV (Schedule of Values) tied to estimate line items.
AIA G702/G703 billing. Earned value against SOV.
AR/AP matching. Retainage tracking. Lien waivers.
Period close. Trial balance. Financial statements.
Application and Certificate for Payment. Summary of work completed and retainage.
Continuation Sheet. Line-by-line SOV with earned value per period.
BCWP vs ACWP vs BCWS. CPI and SPI indices for project health.
How Henry, George, and Franklin augment your operations
Agent executes autonomously. No human review.
Agent recommends action. Human approves or rejects.
Agent presents data. Human makes all decisions.
Auto-flags procurement constraints when material delivery slips past make-ready date
Suggests resequencing tasks when PPC drops below 75% for two consecutive weeks
Presents COI expiration alerts with renewal options for partner review
Auto-posts journal entries for completed pay applications with matching SOV
Data flows upward from the field. Decisions flow downward through agents. The production system (Should/Can/Will/Did) is the heartbeat. Every KPI, every alert, every agent action traces back to a commitment made and measured against reality.