StatusPilot
Before: raw project activity
  • PR #60 merged: base API connection layer
  • PR #63 in review: customer import mapping logic
  • Task CRM-122: webhook reconciliation still blocked by payload format change
  • Task CRM-125: role-based access validation delayed by dependency review
  • Ops: third-party webhook schema changed without notice; retry logic needs redirection
  • Client decision required on fallback sync path for delayed webhooks
  • Engineering effort is trending above plan. Additional validation work has been requested.
  • Milestone sign-off is at risk unless the decision is made by Friday.
After: client-ready weekly status report

Project: Helio CRM Integration

Scenario: Delayed

Project Health: AMBER

Executive Summary

The project is progressing but contains delayed work and client decisions that will affect the current plan.

What happened

  • Base API connection layer was completed.
  • Customer import mapping is still under review.

What matters

  • Webhook reconciliation is still blocked by a schema change.
  • Client decision is required on fallback sync path.

What is at risk

  • Milestone sign-off is at risk unless the decision is made by Friday.

What does the client need to decide

  • Approve the fallback sync path to unblock the integration.

Project Health

AMBER

Critical Risk

Milestone sign-off is at risk.

Client Decision Needed

Fallback sync path approval required.

Next Action

Confirm the fallback approach before Friday and keep the integration plan on track.

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