Delivery Review

Delivery Snapshot

Shipped & Completed

6 items delivered

Custom Sales Fields Export

HIGH

Reduce Friction

Sales Import Phase 2

HIGH

Platform

PPV Improvements

HIGH

Reduce Friction

Override Position-Status Gate

HIGH

Reduce Friction

Backdating Validation Fix

MEDIUM

Platform

Everee Iframe Fix

MEDIUM

Adoption

In Progress

Active development

Office Override

50%

Manager Override

30%

Milestone Override

20%

New UI Rollout

60%

Decimal Updates

30%

New Integrations

30%

Next in Line

Upcoming priorities

Worklio PLAID
LMS Feature Flag
Remove GAV Password Protection

Shipped & Completed

8 items delivered

Office Override

HIGH

Reduce Friction

Manager Override

VERY HIGH

Reduce Friction

Milestone Override

HIGH

Reduce Friction

New UI Rollout

VERY HIGH

Adoption

Worklio PLAID

HIGH

Adoption

New Integrations (Encompass & PipeSolar)

HIGH

Acquisition

Remove GAV Password Protection

MEDIUM

Reduce Friction

LMS Feature Flag + UI Integration

MEDIUM

Adoption

In Progress

Active development

Decimal Updates

80%

Jobber Integration

50%

Deductions and Accruals

50%

SequiDocs 3.0

40%

New Integrations

40%

Open API Development

50%

Additional Offices Effective Dates

5%

Next in Line

Upcoming priorities

Franchise Model
Pending Pay Verification
Position & Employment Update Audit History
Roofing Commission Logic Standardization

Shipped & Completed

5 items delivered

SClearance Post-Hiring BGC

HIGH

Adoption

Roofing Commission Logic v1

HIGH

Reduce Friction

Job Status Centralization

MEDIUM

Platform

Vantage D2D Integration

HIGH

Acquisition

Graviton Server Migration

MEDIUM

DevOps

In Progress

Active development

Deductions and Accruals

95%

Additional Offices Effective Dates

90%

Everee Config

90%

Decimal Update

90%

Position & Employment Audit History

90%

SequiDocs 3.0

No update

Override Pool

No update

Marketplace API Development

No update

Prismatic Integration

No update

Jobber <> SequiPay

No update

Next in Line

Upcoming priorities

All caught up!

No pending items for the remainder of Q1

Shipped & Completed

11 items delivered

Deductions & Accruals

VERY HIGH

Reduce Friction

Position Change History & Audit Trail

HIGH

Platform

Additional Offices Effective Dates

HIGH

Reduce Friction

Decimal Updates

HIGH

Reduce Friction

LMS Feature Flag

MEDIUM

Adoption

Leaderboard Visibility Permission

MEDIUM

Platform

Last Month Timeframe Filter

MEDIUM

Reduce Friction

Everee Config UI

MEDIUM

Adoption

Roofing Commission Logic v2

HIGH

Reduce Friction

Worklio Payroll Processing Updates

HIGH

Acquisition

Marketplace API Development

HIGH

Platform

In Progress

Active development

Override Pool

95%

Jobber <> SequiPay

95%

Worklio Onboarding Flow & Edge Cases

80%

Stack Split Feature

80%

SequiDocs 3.0

75%

Self Serve, Worklio KYC, Auto-Deploy

70%

Recalculate on Missing Functions

50%

Pending Pay Verification

40%

Worklio Transfers (1099 to W2)

10%

Prismatic Integration

No update

Next in Line

Upcoming priorities

Reporting UX Overhaul
Template Based Server Deployment
Worklio Benefits (Full Integration)
Worklio Time Clock/Attendance

Shipped & Completed

3 items delivered · 89 GitHub tickets resolved

Stack Split Feature

HIGH

Reduce Friction · Apr 9-17

Override Pool Evaluation — LIVE

HIGH

Carryover · Pre-Launch checklist sent to Mike

Marketplace API Development

HIGH

Carryover · 22 APIs in production

Support tickets resolved

Payroll21
Sale & Calc10
Onboarding8
User Profile6
Import5
Other39

79% of 112 filed tickets · via SEQ Bug Tracker

In Progress

Active development across teams

Jobber <> SequiPay

95%

Self Serve, Worklio KYC, Auto-Deploy

85%

Worklio Onboarding Flow & Edge Cases

80%

Worklio Payroll Processing Updates

80%

Pending Pay Verification

80%

Recalculate on Missing Functions

80%

SequiDocs 3.0

80%

Time/Hours Imports

70%

Ad-hoc Improvements & Enhancements

40%

Cost Optimization (Sequipay/Jobber)

25%

Overnight Support (continuous)

10%

Worklio Transfers (1099 to W2)

10%

Worklio Benefits (Full Integration)

10%

Next in Line

Upcoming priorities

Importing company tax info CRITICAL · May 6-18
Reporting UX Overhaul HIGH · May 6-18
Do Not Pay May 8-19
Plaid Verification — User Onboarding
Remove IS Manager dependency
Template Based Server Deployment
Worklio Time Clock/Attendance LOW
Infrastructure Cost Savings — SMB

Shipped & Completed

Period closed · 6 deliveries shipped

Time/Hours Imports

HIGH

GO LIVE May 5 · 90%

Self Serve, Worklio KYC, Auto-Deploy

MEDIUM

Target May 5 · 90%

Cost Optimization (Sequipay/Jobber)

HIGH

Target Apr 30 · 90%

Recalculate on Missing Functions

HIGH

Target May 5 · 80%

SequiDocs 3.0

MEDIUM

Carryover · Target May 6 · 80%

In Progress

Active development across teams

Jobber Partnership Integration

95%

Ad-hoc Improvements & Enhancements (GGN)

75%

Worklio Onboarding Flow & Edge Cases

80%

Worklio Payroll Processing Updates

80%

Ad-hoc Improvements & Enhancements (NOIDA)

75%

Integrations

73%

Overnight Support (continuous)

30%

Worklio Benefits (Full Integration)

25%

Worklio Transfers (1099 to W2) Hold · Decision Pending

10%

Prismatic Integrations

Just Started

Ad-hoc Improvements & Enhancements (BLORE)

0 / 3 picked

Next in Line

Upcoming priorities · May 6 onward

Importing company tax info CRITICAL · May 6–18
Reporting UX Overhaul HIGH · May 6–18
Do Not Pay May 8–19
Plaid Verification — User Onboarding
Termination: Sequifi <> Worklio PRD Pending
Remove IS Manager dependency
Template Based Server Deployment
Worklio Time Clock/Attendance LOW

Shipped & Completed

Period active · 6 deliveries from P5

Jobber Partnership Integration

HIGH

LIVE

Time/Hours Imports

HIGH

LIVE

Cost Optimization (Sequipay)

HIGH

LIVE

Self Serve, Worklio KYC, Auto-Deploy

MEDIUM

LIVE

Recalculate on Missing Functions

HIGH

LIVE

SequiDocs 3.0

MEDIUM

LIVE

In Progress

Active development across teams

Ad-hoc Improvements & Enhancements (GGN)

88%

Worklio Onboarding Flow & Edge Cases

85%

Worklio Payroll Processing Updates

85%

Integrations

81%

Ad-hoc Improvements & Enhancements (NOIDA)

75%

Importing Company Tax Info CRITICAL · May 6–18

30%

Reporting UX Overhaul HIGH · May 6–18

20%

Overnight Support (continuous)

40%

Do Not Pay May 8–19

15%

Worklio Benefits (Full Integration)

25%

Prismatic Integrations

Just Started

Ad-hoc Improvements & Enhancements (BLORE)

0 / 3 picked

Next in Line

Upcoming priorities · May 22 onward

Plaid Verification — User Onboarding
Termination: Sequifi <> Worklio PRD Pending
Remove IS Manager Dependency
Template Based Server Deployment
Quick Hire Noida
Email Capability on Payroll Page Blore
Logic Based Wages/Commission Blore
Worklio Time Clock/Attendance LOW