|
|
|
|
|
|
|
|
| Section |
Section Detail |
Responsible |
1st Status |
C-Level Review |
Knowledge Base |
Video recording |
Comments |
| 01. Strategic Layer (The Vision) |
Company Overview |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
|
|
Strategic Vision |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
|
| 02. Ecosystem System Design |
Ecosystem Org Chart |
Ger |
Done |
Not Started |
Not Started |
Not Started |
“Editable |
| https://www.canva.com/design/DAGkFVQS8y0/04M5sVDl9AVABFd0QXHymA/edit |
|
|
|
|
|
|
|
| File: Job Desc. 2025 “ |
|
|
|
|
|
|
|
|
Job Description |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
Revisar con Lau |
|
Ecosystem Structure |
Pixo / Tincho |
Done |
Not Started |
Not Started |
Not Started |
Falta incluir lo de Master Branch |
|
Economic & Transaction Model + Working Capital & Risks |
Lau |
Done |
Not Started |
Not Started |
Not Started |
Faltan validar los semaforos e incluir modelo Master Branch y FIT? |
|
Royalties |
Agus |
Done |
Not Started |
Not Started |
Not Started |
https://docs.google.com/document/d/1Gc8b_HUlfKHhiP6spt2c2N2MTDszj6ib7_hFuMsSAz8/edit?tab=t.0 |
|
Client Opportunity → Owner/Branch → Solution Assembly → Operator Delivery → Revenue Split |
Lau |
Delete |
Not Started |
Not Started |
Not Started |
|
|
Delivery → Revenue Split |
Lau / Feli |
Delete |
Not Started |
Not Started |
Not Started |
|
|
Governance (Feedback loops entre entidades) + Cursos |
Marian |
Version 2 |
Not Started |
Not Started |
Not Started |
|
| 03. Business Engines |
Sales Engine |
Tano |
Done |
Not Started |
Not Started |
Not Started |
Primer versión lista |
|
Marketing Engine |
Cande / Ger |
Done |
Not Started |
Not Started |
Not Started |
|
|
Solutions Engine |
Agus |
Done |
Not Started |
Not Started |
Not Started |
Calogo de soluciones relacionado con procesos de venta y estrategia |
| 04. Execution Engine |
Execution Processes |
Lau / Ops Team |
Done |
Not Started |
Not Started |
Not Started |
https://app.mural.co/t/willdom0298/m/willdom0298/1757533720073/bc16641d4cc7910aad9760a7c6c43f15de0615f9 |
|
Staff Augmentation |
Lau / Vero |
Done |
Not Started |
Not Started |
Not Started |
Ejecucion de Staffing |
|
Solutions |
Agus |
Done |
Not Started |
Not Started |
Not Started |
Ejecucion de Soluciones |
|
Programs: Customer success frameworks and feedback loops to drive expansion. |
Vale / Pablo |
Done |
Not Started |
Not Started |
Not Started |
|
|
Scoring |
Lau |
Done |
Not Started |
Not Started |
Not Started |
|
|
Information Security |
Agus |
Done |
Not Started |
Not Started |
Not Started |
|
| 05. WAVE Platform |
Modules |
Juli |
Done |
Not Started |
Not Started |
Not Started |
Draft doc |
|
Use Cases |
Juli |
Done |
Not Started |
Not Started |
Not Started |
Draft doc |
|
Engagement (KPIs) |
Juli |
Done |
Not Started |
Not Started |
Not Started |
|
| 06. Ecosystem Playbooks |
“Branch Playbook: Opening and operating a branch (ICP selection |
team building |
financial modeling).“ |
Agus |
Done |
Not Started |
Not Started |
|
“Partner Playbook: How to contribute opportunities |
collaborate on solutions |
and generate revenue.“ |
Franes |
Done |
Not Started |
Not Started |
|
Branch Start-up Playbook |
Franes |
Done |
Not Started |
Not Started |
Not Started |
|
|
“Owner Playbook: Leadership |
network building |
and ecosystem orchestration.“ |
Agus / Tincho |
Done |
Not Started |
Not Started |
| 07. Client Lifecycle |
Stages: Lead → Opportunity → Client → Expansion → Strategic Account. |
Tano / Lau |
Done |
Not Started |
Not Started |
Not Started |
“Listo de mi parte |
| Tano aqui tendriamos que ver si linkeamos la sección ““Post-Sale Extended Cycle”“ la seccion 4. Execution Engine“ |
|
|
|
|
|
|
|
| 08. Financial & Legal Framework |
Framework |
Feli |
Done |
Not Started |
Not Started |
Not Started |
Creo que es redundante el framework aca ya que fue explicado en seccion 2 |
|
Financial Services |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Legal Information |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Software and Tools |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Accounts Payables |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Collections |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Insurance |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Accounting |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Reporting |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Financial Planning |
Feli |
Done |
Not Started |
Not Started |
Not Started |
|
|
“Legal: Master Service Agreements (MSA) |
Statements of Work (SOW) |
and specific Ecosystem/Vertical agreements.“ |
Lau |
Done |
Not Started |
Not Started |
| 09. Metrics & Dashboards |
“Company Level: Revenue |
EBITDA |
and Pipeline health.“ |
Juli / Mau |
Work in Progress |
Not Started |
Not Started |
|
“Ecosystem Level: Transaction volume |
branch performance |
and collaboration rates.“ |
Juli / Mau |
Work in Progress |
Not Started |
Not Started |
|
“Platform Level: Active users |
successful matches |
and conversion speed.“ |
Juli / Mau |
Work in Progress |
Not Started |
Not Started |
| 10. Strategic Roadmap (2025–2027) |
Ecosystem Expansion: Scaling into new global territories. |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
|
|
AI Transformation: Deep integration of AI into the WAVE platform. |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
|
|
Global Expansion: Solidifying WillDom as a premier global platform company. |
Pixo |
Done |
Not Started |
Not Started |
Not Started |
|
| Technical Implementation (Tool Stack) |
Knowledge Base: Notion or Confluence. |
Juli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Process Mapping: Miro. |
Juli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Documentation: Google Docs / Workspace. |
Juli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Data Visualization: WAVE Dashboards. |
Juli |
Done |
Not Started |
Not Started |
Not Started |
|
|
Branding |
Ger |
Done |
Not Started |
Not Started |
Not Started |
https://drive.google.com/drive/u/0/folders/1N1TVQWWJFZ8L_v3iESqUqaRPC1jxSlcl |
|
Videos |
Ger |
Work in Progress |
Not Started |
Not Started |
Not Started |
Esta definida la plataforma |
| Toolkits |
Landing Resources |
Ger |
Done |
Not Started |
Not Started |
Not Started |
“Esta en el toolkit del Drive |