DashboardEngine 3: Day-1 Synergy Capture
H pipeline
PMI Milestone Conversion from Diligence
Turns adopted diligence findings into Day-1 and Day-100 milestones with a named owner, due date, and source.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Meridian Cloud Logistics | Converted findings is 31; 8 new Day-1 owners assigned. | Nina Alvarez, Integration Lead | Nina Alvarez | $2.4M | Adopted findings / PMI Milestone Conversion / control 1 | Board pack | |
| Verity Payments | Integration tracker refresh changed the pmi milestone conversion review queue for Verity Payments. | Jonah Patel, PMO | Nina Alvarez, Integration Lead | $750,000 | Integration tracker / PMI Milestone Conversion / control 2 | Monitor | |
| Hartwell Packaging | Pre-close planning stays inside legal boundaries; reviewer adoption is required before it becomes an operating action. | Tara Evans, Revenue Integration | Jonah Patel | $1.6M | Deal close checklist / PMI Milestone Conversion / control 3 | Review | |
| Kestrel Cyber Services | Information barrier setup depends on the current pmi milestone conversion control passing owner review. | Nina Alvarez, Integration Lead | Jonah Patel, PMO | $750,000 | Adopted findings / PMI Milestone Conversion / control 4 | Adopt | |
| Atlas Components | Converted findings is 31; 8 new Day-1 owners assigned. | Jonah Patel, PMO | Marcus Lee | $2.2M | Integration tracker / PMI Milestone Conversion / control 5 | Remediate |
Controls and Guardrails
Pipeline type
Hybrid extraction with deterministic core
Human control
Named reviewer and downstream owner required before action
Access scope
Deal and role scoped
Output rule
No auto-send, no price commitment, no board text without adoption
Owner-Assigned Milestones
Send DeltaCloud termination noticeBlocked
Atlas Components - Jonah Patel - due 2026-06-20
TSA extension term sheetAt risk
Atlas Components - Lena Ortiz - due 2026-06-14
Procurement vendor consolidationAt risk
Meridian Cloud Logistics - Nina Alvarez - due 2026-06-28
Sales comp alignmentOn track
Meridian Cloud Logistics - Tara Evans - due 2026-06-12
Portfolio reporting cleanupAt risk
Hartwell Packaging - Evan Brooks - due 2026-06-17
Board pre-read packageOn track
Verity Payments - Alicia Morgan - due 2026-06-06