Go-live readiness review

Harbor Lane Go-live target: Oct 6, 2026 1 blocker: Critical risk Sponsor review Oct 1

Whether Harbor Lane is ready to move from staging to production on Oct 6, and what must close first. Prepared by the Clinicflow Implementation team for Harbor Lane's sponsor, Marco Silva, and the support lead review. Customer names, dates and figures in this template are synthetic sample data.

Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.

Readiness

One of three launch-critical milestones has passed validation. The other two are blocked or waiting on the customer, so today's recommendation is no-go for Oct 6 unless the CRM sync is fixed by Sep 30.

The live readiness view

This view is filtered to Launch, Integration and Data milestones only, the ones that gate a go-live decision, sorted by target date.

Criteria

Live example from the Dashboards app, shown with Harborline Logistics's demo data.

Why CRM sync is the gate

flowchart TD
    A[CRM sync test in staging] -->|Failed: missing write scope| B[Owen Brooks requests API key]
    B --> C{Key issued by Harbor Lane IT}
    C -->|No, waiting since Sep 18| D[Sync stays Failed]
    C -->|Yes| E[Retest sync]
    E -->|Passes| F[Sponsor sign-off unblocked]
    D --> G[No-go for Oct 6]
    F --> H[Go for Oct 6]

The CRM sync has been failing since Sep 18 because the API key issued by Harbor Lane's CRM does not have write scope. Everything else, including sponsor sign-off, waits behind this one dependency.

Go or no-go

Hypercare, if we go live Oct 6

If we need to roll back

Rollback plan

• Trigger: CRM sync error rate above 5% in the first 48 hours, or a data-loss incident.
• Action: pause the sync connector, revert Harbor Lane to the legacy export process for deal data, and notify Marco Silva within one hour.
• Owner: Owen Brooks, with Sara Ortiz as backup.
• Recovery: once the write-scope key is confirmed working in a retest, re-enable sync and reconcile any deals created during the rollback window.

What we told Harbor Lane last week

We can hold Oct 6 if we see a passing sync test by the end of this week. If not, tell us now so we can plan the launch communication around a later date instead of scrambling.

Owen owns the CRM sync fix and reports status daily until it passes. Sara owns the launch checklist and will not open sponsor sign-off until sync shows Passed in this readiness view.

How to use this template

Duplicate this page for each customer's go-live decision. Replace the values below; if a required value is missing, show Unavailable instead of guessing a status.

Variable	Meaning	Required
{{customer.name}}	Customer under readiness review	Required
{{golive.target_date}}	Proposed go-live date	Required
{{criterion.validation_status}}	Pass, fail or not tested status per launch criterion	Required
{{blocker.owner}}	Who owns clearing the top blocker	Required when any criterion is not met
{{decision.recommendation}}	Go, no-go or conditional go recommendation	Required
{{rollback.trigger}}	Condition that triggers a rollback	Optional

Before sharing: filter the embed to this customer, and never present a go recommendation while a Critical-risk criterion shows Failed.