At a glance
Playbook-seeded work plansOIC, PPIA, CNC, and CDP playbooks become dated steps in one click.
Attested stepsActor, timestamp, and evidence reference — not checkbox task management.
IRS-sourced deadlinesCSEDs, CDP windows, and notice dates on the firm calendar.
Manager escalationStalled programs surface before the client feels silence.
After strategy is sold
Implementation is where resolution firms lose continuity — the strategy lived in a PDF and the tracker lived in someone's head. RESO seeds the work plan from the Strategy deliverable on the same case.
What runs on the record
- Program work plans with attested steps and assignees
- Deadlines projected from parsed transcripts onto the firm calendar
- Stage gates tied to deliverables on the case — not arbitrary status fields
- Activity and exports preserved for Work Verification later
Not generic task management
Tasks exist to feed the engagement record. Implementation is governed program execution — congruent with Discovery and Strategy on tier IRS and 433 inputs.
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