Sales handoff
Scope, promises, commercial terms, ownership, and required customer information.
Customer onboarding
Customer inputs, sales handoff, technical review, configuration, approvals, training, and shared specialists can all delay the same customer date.
Delay map
Review the customer result beside internal work instead of treating each department update as a separate explanation.
Scope, promises, commercial terms, ownership, and required customer information.
Data, access, approvals, availability, and completeness before internal work can start.
Shared specialist demand, ready queue, returned work, dependencies, and average wait.
Configuration, training, acceptance, open blockers, and customer decision dates.
Decision
The same late date can require an intake change, ownership change, priority change, project release limit, or capacity decision.
| Pattern | Evidence | Action to test |
|---|---|---|
| Incomplete work reaches review | Returned items, missing fields, repeated clarification | Set a readiness rule before release. |
| Several onboardings share one specialist | Deep ready queue, long wait, affected customer dates | Protect, resequence, or add qualified review capacity. |
| Ownership changes at the handoff | Unassigned tasks, delayed acceptance, repeated escalation | Name one owner and acceptance condition. |
| Too many onboardings start together | Growing active work, aging tasks, switching, slow completion | Limit starts and protect the highest-exposure customers. |
We will map the work behind it, compare plausible causes, identify missing evidence, and define one management action worth testing.