Primary Surfaces
- Executive Dashboard: Top metrics, red-yellow-green health bars, open decisions, and commitment alerts.
- Decisions Log: Filterable list of decisions with status, owner, date, and linked meeting.
- Commitments Tracker: Kanban-style view of in-progress, at-risk, and done commitments.
- Meeting Prep Panel: Auto-assembled agendas, pre-reads, and context for upcoming meetings.
Daily Loop
1
Review the Dashboard
Start the day with the Executive Dashboard. Identify decisions needing input, commitments at risk, and metric alerts.
2
Act on SwiftSolve
Review Twin proposals: draft an update, confirm a decision, or update a commitment status directly in context.
3
Prepare for Meetings
Open Meeting Prep. Confirm the agenda, review attached context, and add notes for discussion topics.
4
Log and Continue
Decisions and outcomes are recorded automatically. Context persists across sessions, so nothing is lost between meetings.
Tabs and Tools
- Stakeholder Map: Active stakeholders, their last update, and open items requiring their input.
- Board Prep Workspace: Gathered board materials, metric charts, and decision summaries for review.
- Draft History: Past Twin proposals and edits for updates, meeting notes, and emails.
- Metric Snapshot: KeyMetric cards with current values, trends, and sources.