1
Portfolio Scan
Start in the Implementation Portfolio view. Review active implementations, milestone status, and blocked items across your technical accounts. Overdue milestones and flagged risks surface automatically.
2
Health Review
Switch to the Technical Health tab. Review computed health scores with component breakdowns: integration uptime, API error rates, latency trends, and known debt items. Investigate any account with declining scores.
3
Integration Monitoring
Check the Integration Status view for real-time health of connected systems. Review error logs, latency spikes, and configuration drift. Triage alerts by severity and customer impact.
4
Architecture Preparation
Use the Architecture Reviews tab to prepare upcoming assessments. Review current system documentation, prior recommendations, and recent changes that may affect architecture scoring.
5
Issue Coordination
Update technical issues, coordinate with engineering on escalations, and document resolution steps. Log all activities in the account context for team visibility and continuity.
Primary Surfaces
- Portfolio Dashboard: Overview of all technical accounts with implementation status, health scores, and open issues
- Account Technical Page: Deep context on a single account including architecture, integrations, API usage, and issue history
- Health Explainer: Component breakdown of technical health scores with signal sources and trend charts
- Integration Monitor: Real-time status of connected systems with error rates, latency, and configuration data
- Action Center: Prioritized technical tasks based on health changes, milestone dates, and active escalations
- Collaboration Panel: Threaded discussions with engineering, product, and customer technical contacts