Big Leap

Big Leap | Executive Overview

Monday Morning Executive Briefing · Monday, October 26, 2026

CE
Conceptual ERP Experience | Simulated Business Data — not Big Leap's actual systems or resultsPowered by Decidian Intelligence · Open Decision Lab

Annual Revenue

$12,800,000

Revenue Growth

+18.4%

Operating Margin

14.2%

Active Clients

125

Sales Pipeline

$3,400,000

Projects On Track

92%

Decidian Intelligence Briefing

Illustrative findings calculated across simulated business systems.

4 Important Findings for Leadership

Decidian has identified financial exposure, operational contradictions, and opportunities that may require executive attention.

Financial leakageFinding

$420K / Yearannualized exposure

What the ERP shows

  • 11 active client accounts
  • Invoices current
  • Projects completed

What Decidian identified

Contract records, project management data, and employee time tracking reveal that these clients consistently require more delivery hours than their contracts anticipate. The additional work has not consistently resulted in pricing or invoice adjustments.

Source evidence

Agency ERP: Client contractsProject Management: Scope changesTime Tracking: Employee hoursAccounting: Labor expenses and invoices

Financial implication: Potential annualized exposure of $420K, subject to validation of recoverability and contract terms.

Recommended decision: "Prioritize contract and scope reviews for the 11 affected accounts before increasing delivery commitments."

SHOW ME HOW DECIDIAN FOUND THIS

Eleven accounts require delivery work beyond contracted hours without consistent pricing or invoicing adjustments.

DEC-FIN-004 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Contracted scope → Actual work → Extra hours → Labor cost → Retainer invoices → Margin

5250 extra hours × $80 = $420000 delivery-cost exposure. List-rate unbilled services: hours × $150 = $787500. Eligible change-order hours × bill rate × 50% acceptance = $290250 potential recoverable benefit, not all labor expense.

Validation: Some additional hours may be internal inefficiency rather than customer scope

Operational contradictionFinding

What the ERP shows

  • Sales pipeline: $3.4M
  • Projected revenue growth: Positive

What Decidian identified

Sales forecasts assume continued customer growth, while time tracking and project delivery records indicate that several teams are approaching their available capacity.

Revenue Opportunity

Positive

Margin Risk

Elevated

Capacity Constraint

Detected

Source evidence

ERP: Sales pipeline forecastProject Management: Delivery commitmentsTime Tracking: Employee utilizationPayroll: Labor costs

Financial implication: Additional sales may require hiring or overtime, reducing the expected profit contribution.

Recommended decision: "Validate delivery capacity and incremental labor costs before committing to the full growth plan."

SHOW ME HOW DECIDIAN FOUND THIS

Growth consumes more hours than spare staffing can provide. Hiring and overtime reduce contribution.

DEC-FIN-006 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Pipeline → Delivery commitments → Staff utilization → Hiring / overtime → Incremental profit

Added revenue × delivery ratio / cost per hour = required hours. Use spare capacity, limited premium overtime, then hires; deduct other delivery costs to estimate profit.

Validation: Planned hiring is not included in current capacity

Financial opportunityFinding

$175K–$701Killustrative added revenue

What the ERP shows

  • Lead volume increasing
  • Sales pipeline healthy

What Decidian identified

Marketing analytics show strong engagement from 210 high-intent leads a year, while CRM activity records show delayed sales follow-up.

Source evidence

Marketing Analytics: Lead engagementERP / CRM: Sales activitySales Pipeline: Conversion recordsFinancials: Customer value and acquisition costs

Financial implication: Illustrative estimate from the simulated dataset; conversion gains are not guaranteed.

Recommended decision: "Test faster follow-up for high-intent leads and measure whether conversion improves."

SHOW ME HOW DECIDIAN FOUND THIS

Slower response coincides with lower observed conversion; cohort quality may differ.

DEC-FIN-011 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Lead engagement → Response time → Conversions → Contract value

Leads × observed conversion gap × achievable response improvement × assumed capture × contract value. Profit separately deducts delivery and follow-up costs; range is illustrative.

Validation: Cohorts may have different intent or account size

Financial riskFinding

$840Kannual contract revenue at risk

What the ERP shows

  • 9 active clients
  • Contracts current
  • Invoices paid

What Decidian identified

Project delays, customer complaints, and declining campaign performance appear together across these accounts.

Source evidence

ERP: Customer accountsProject Management: Missed milestonesCustomer Support: ComplaintsMarketing Analytics: Campaign performance

Financial implication: This is contract revenue exposure, not a prediction that these customers will leave.

Recommended decision: "Schedule proactive executive account reviews for the highest-risk clients."

SHOW ME HOW DECIDIAN FOUND THIS

Nine accounts combine delays, complaints and declining engagement. Either system can be correct independently.

DEC-FIN-005 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Active contracts → Missed milestones → Complaints → Engagement → Retention attention

Σ annual contract revenue of RA-01–RA-09 = 840000; not a prediction of loss. Intervention comparisons use explicitly assumed loss shares, not probabilities.

Validation: Some complaints may be resolved already

Money You Could Save

$286K

Gross annualized avoidable expenses before timing, costs and uncertainty.

Money You May Be Losing

$420K

Unbilled scope cost, within $780K total modeled leakage.

Potential Financial Opportunities

$1.24M

Gross annual opportunity before overlaps; not guaranteed profit.

Revenue at Risk

$840K

Annual contract revenue exposure across nine accounts.

These are different categories that may overlap. They are not added together.

Active Clients

Client NameAnnual RevenueAccount StatusMarginDecidian Insight
Client A — Harborline Dental$180,000Active8%Scope leakage detected
Client B — Summit Ridge Realty$240,000Active12%Pricing review recommended
Client C — Northgate Outdoor$165,000Active24%Expansion opportunity
Client D — Ridgeview Orthodontics$310,000Active11%Retention warning
Client E — Cedar & Pine Legal$195,000Active21%Healthy

Fictional sample clients for illustration.

Sales Pipeline

Qualified$1.16M
Proposal$986K
Negotiation$748K
Verbal commit$510K
DecidianPotential Opportunity

High-intent leads from two campaigns have slower follow-up and lower observed conversion.

Revenue & Operating Profit

Q1 LY
Q2 LY
Q3 LY
Q4 LY
Q1 TY
Q2 TY
Q3 TY
Q4 TY
RevenueOperating profit (scaled ×4)Illustrative quarterly trend
DecidianMargin Warning

Revenue is growing faster than operating profit.

Project Delivery

214

Open projects

197

On track

17

Needs attention

DecidianCapacity Risk

Current delivery commitments may exceed available team capacity under the sales growth forecast.

Executive Decision Recommended

Decidian

Should Big Leap prioritize profitability improvements before increasing customer acquisition spending?

The simulated records indicate that revenue is growing while operating margins are under pressure. Financial leakage and delivery capacity constraints may reduce the profitability of additional customer acquisition.

Recommended strategy: Address the highest-priority margin leakage while selectively continuing profitable growth.

Option A — Accelerate Growth

Potential: Higher revenue

Risk: Additional delivery costs and margin compression

First-year operating profit
−$130K
Implementation cost
$140K
Downside exposure (severe case)
$7,292
Time to benefit
~10 months
Principal risk
Needs about 4 new hires to deliver the added work

Option B — Profitability First

Potential: Improved margins

Risk: Slower near-term growth

First-year operating profit
$280K
Implementation cost
$250K
Downside exposure (severe case)
−$42K
Time to benefit
~6 months
Principal risk
Slower near-term revenue growth; customer resistance to contract changes

Illustrative recommendation

Option C — Balanced Strategy

Potential: Growth with targeted margin improvements

Risk: Greater implementation complexity

First-year operating profit
$60K
Implementation cost
$145K
Downside exposure (severe case)
−$51K
Time to benefit
~7 months
Principal risk
Execution complexity: two programs run at once

Figures from the Lab's simulated financial model (base case). On its risk-adjusted score, Option B currently ranks first; Option C is shown as the illustrative balanced path. Not live Decidian output.

Why Decidian Recommends This

ERP / CRM

Revenue growth and sales forecast.

Project Management

Delivery hours and scope changes.

Accounting

Margin trends and labor expenses.

Time Tracking

Capacity and utilization.

Decidian conclusion

"Revenue growth is positive, but operational cost increases and unbilled work are reducing the financial benefit."

Sales Pipeline — Open Opportunities

47 opportunities reconcile to $3.4M unweighted pipeline. Weighted forecasts are planning assumptions, not commitments.

Record / ProspectDeal ValueStageExpected CloseWeighted ForecastDecidian Insight

Vantage Pet Care

PL-1

$18,000Discovery2026-11-10$3,600

Growth may exceed delivery capacity

CRM + Projects + Payroll

Validate hiring and overtime costs before commitment.

Willowbrook Law

PL-2

$17,000Proposal2026-11-13$6,800

Growth may exceed delivery capacity

CRM + Projects + Payroll

Validate hiring and overtime costs before commitment.

Yarrow Skincare

PL-3

$78,000Negotiation2026-12-16$46,800

Growth may exceed delivery capacity

CRM + Projects + Payroll

Validate hiring and overtime costs before commitment.

Zephyr Freight

PL-4

$35,000Verbal2026-12-19$28,000

Growth may exceed delivery capacity

CRM + Projects + Payroll

Validate hiring and overtime costs before commitment.

Northgate Academy

PL-5

$37,000Discovery2026-12-22$7,400

Growth may exceed delivery capacity

CRM + Projects + Payroll

Validate hiring and overtime costs before commitment.

SHOW ME HOW DECIDIAN FOUND THIS

Growth consumes more hours than spare staffing can provide. Hiring and overtime reduce contribution.

DEC-FIN-006 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Pipeline → Delivery commitments → Staff utilization → Hiring / overtime → Incremental profit

Added revenue × delivery ratio / cost per hour = required hours. Use spare capacity, limited premium overtime, then hires; deduct other delivery costs to estimate profit.

Validation: Planned hiring is not included in current capacity

Client Accounts & Contract Management

Fictional sample records · part of the shared simulated business dataset

Client / ContractAnnual ContractAccount ManagerContribution MarginProject StatusRenewalDecidian Insight

Cobalt Dental Group

CL-0003 · CT-CL-0003

$44,400AM-02 J. Patel-99.5%Active · delivery review2027-03-01

Service costs exceed expectations

Contracts + Projects + Time Tracking

Review scope, pricing and recurring margin differences.

Ironleaf Dental Group

CL-0009 · CT-CL-0009

$344,400AM-03 S. Kim7.0%Active · delivery review2027-09-01

Service costs exceed expectations

Contracts + Projects + Time Tracking

Review scope, pricing and recurring margin differences.

Cobalt Home Services

CL-0016 · CT-CL-0016

$361,200AM-04 L. Brooks23.5%Active · delivery review2027-04-01

Service costs exceed expectations

Contracts + Projects + Time Tracking

Review scope, pricing and recurring margin differences.

Driftwood Legal Partners

CL-0030 · CT-CL-0030

$55,200AM-04 L. Brooks-15.9%Active · delivery review2027-06-01

Service costs exceed expectations

Contracts + Projects + Time Tracking

Review scope, pricing and recurring margin differences.

Ironleaf Legal Partners

CL-0035 · CT-CL-0035

$74,400AM-03 S. Kim19.7%Active · delivery review2027-11-01

Service costs exceed expectations

Contracts + Projects + Time Tracking

Review scope, pricing and recurring margin differences.

SHOW ME HOW DECIDIAN FOUND THIS

Eleven accounts require delivery work beyond contracted hours without consistent pricing or invoicing adjustments.

DEC-FIN-004 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Contracted scope → Actual work → Extra hours → Labor cost → Retainer invoices → Margin

5250 extra hours × $80 = $420000 delivery-cost exposure. List-rate unbilled services: hours × $150 = $787500. Eligible change-order hours × bill rate × 50% acceptance = $290250 potential recoverable benefit, not all labor expense.

Validation: Some additional hours may be internal inefficiency rather than customer scope

Project Delivery — Active Work

68 active client delivery engagements within 214 open project/task records. Annual scope evidence uses separate full-year client time records.

Project / ClientDeadlineBudgeted HoursActual HoursTeam AssignmentCompletionDecidian Insight

Alder Dental Group

PR-001 · CL-0001

2026-11-02120110Client Services · EM-00135%

Review growth commitments against capacity

Projects + Time Tracking + Contracts

Additional work may require a change order.

Bramble Dental Group

PR-002 · CL-0002

2026-11-03140132SEO · EM-00245%

Review growth commitments against capacity

Projects + Time Tracking + Contracts

Additional work may require a change order.

Cobalt Dental Group

PR-003 · CL-0003

2026-11-04160154Paid Media · EM-00355%

Review growth commitments against capacity

Projects + Time Tracking + Contracts

Additional work may require a change order.

Driftwood Dental Group

PR-004 · CL-0004

2026-11-05180176Content · EM-00465%

Review growth commitments against capacity

Projects + Time Tracking + Contracts

Additional work may require a change order.

Ember Dental Group

PR-005 · CL-0005

2026-11-06200198Web · EM-00575%

Review growth commitments against capacity

Projects + Time Tracking + Contracts

Additional work may require a change order.

Financial Operations — Vendor & Software Expenses

Expense drilldown is included in $10,982,400 operating expenses; not additional expense. Software consolidation records are distinct from legacy SW-* waste and infrastructure resources.

Vendor / ContractDepartmentAnnual SpendPurchased / UsedRenewalFunctionSavings PotentialPenalty

Meridian Analytics Cloud

CON-VC-01 · INV-VC-01

Marketing$96,00080 / 422026-12-15

30-day notice

Reporting & analytics

Possible overlapping software spend

Accounting + Procurement + Usage Records

$38,000 potential annual savings; verify replacement features.

$12,000

Prism Reporting Suite

CON-VC-02 · INV-VC-02

Client Services$84,00070 / 312027-02-01

30-day notice

Reporting & analytics

Possible overlapping software spend

Accounting + Procurement + Usage Records

$36,000 potential annual savings; verify replacement features.

$18,000

Orchard Insight Platform

CON-VC-03 · INV-VC-03

Technology$72,00060 / 242027-04-01

60-day notice

Reporting & analytics

Possible overlapping software spend

Accounting + Procurement + Usage Records

$30,000 potential annual savings; verify replacement features.

$14,000

Relay Workflow Cloud

CON-VC-04 · INV-VC-04

Client Services$66,00055 / 282027-01-01

30-day notice

Workflow & approvals

Possible overlapping software spend

Accounting + Procurement + Usage Records

$24,000 potential annual savings; verify replacement features.

$10,000

Atlas Coordination Suite

CON-VC-05 · INV-VC-05

Technology$48,00040 / 192027-06-01

60-day notice

Workflow & approvals

Possible overlapping software spend

Accounting + Procurement + Usage Records

$20,000 potential annual savings; verify replacement features.

$6,000

SHOW ME HOW DECIDIAN FOUND THIS

Reporting and workflow capabilities overlap across Marketing, Client Services and Technology. Some seats are unused. A renewal may commit another year of avoidable expense.

DEC-FIN-001 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Vendor contracts → Department budgets → Invoices → License usage → Renewal terms → Savings opportunity

Proposed annual reductions across VC-01–VC-05: 38000 + 36000 + 30000 + 24000 + 20000 = 148000. Full-year illustration: 148000 − 24000 = 124000 before penalties/transition. Actual timing: each vendor saving × eligible months / 12, less costs. Model currently favors Option C.

Validation: An essential feature may not appear in usage records

Accounts Payable — Invoice Review

Fictional sample records · part of the shared simulated business dataset

Invoice / VendorContractBilling PeriodContracted MonthlyInvoiced MonthlyDecidian Insight

Northstar Media Systems

INV-2048

VCT-NS-012026-09$4,500$5,250

Invoice may differ from contract terms

Invoices + Contracts + Payment History

An approved additional-service order could explain the difference

Peregrine Support Services

INV-2053

VCT-PS-022026-09$6,000$8,000

Invoice may differ from contract terms

Invoices + Contracts + Payment History

Verify whether a tier upgrade was authorized

Cedar Payment Network

INV-2061

VCT-CP-032026-09$4,000$5,500

Invoice may differ from contract terms

Invoices + Contracts + Payment History

Volume-related fees and taxes need separate verification

Elm Service Agreements

INV-2070

VCT-ES-042026-09$2,000$2,917

Invoice may differ from contract terms

Invoices + Contracts + Payment History

Check the effective date of the service termination

Potential future annual expense avoidance $62,000 · historical credits requiring validation $18,833. Separate amounts; not added together.

Technology Resource Review

Fictional sample records · part of the shared simulated business dataset

Resource / RecordMonthly CostProposed TierUtilizationDecidian Insight

Cumulus compute cluster

TC-01 · USE-TC-01

$6,000$3,50028%

Idle compute instances

Cloud Invoices + Usage + Department Budgets

Pilot a smaller tier; protect reliability and future capacity.

Boreal archive storage

TC-02 · USE-TC-02

$3,500$2,00036%

Unused storage tier

Cloud Invoices + Usage + Department Budgets

Pilot a smaller tier; protect reliability and future capacity.

Juniper test environments

TC-03 · USE-TC-03

$4,000$2,50022%

Redundant environments

Cloud Invoices + Usage + Department Budgets

Pilot a smaller tier; protect reliability and future capacity.

Aspen data transfer

TC-04 · USE-TC-04

$2,000$1,16741%

Oversized service tier

Cloud Invoices + Usage + Department Budgets

Pilot a smaller tier; protect reliability and future capacity.

SHOW ME HOW DECIDIAN FOUND THIS

Idle compute, redundant test environments and oversized storage tiers can potentially be reduced without cancelling software capabilities.

DEC-FIN-003 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Cloud invoices → Usage records → Budget → Project demand → Right-sized tier

Σ (current monthly tier − proposed monthly tier) × 12 = 76000. VC-* software seats are excluded to avoid double-counting.

Validation: Usage averages may conceal seasonal peaks

Accounts Receivable & Cash Collections

Fictional sample records · part of the shared simulated business dataset

Closing AR

$705,000

Overdue

$680,000

Approximate DSO

20.1 days

Outstanding invoices

19

Aging BucketBalanceFinancial Meaning
Current$25,000Cash collection exposure, not confirmed profit loss
30–60$400,000Cash collection exposure, not confirmed profit loss
60–90$160,000Cash collection exposure, not confirmed profit loss
90+$120,000Cash collection exposure, not confirmed profit loss

SHOW ME HOW DECIDIAN FOUND THIS

Outstanding receivables are growing while collections lag recognized revenue. Late payments are not automatically lost revenue or profit.

DEC-FIN-008 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Revenue → Invoice aging → Payment terms → Cash collections → Working capital

Closing AR = 705000; overdue = 680000. DSO = AR / annual revenue × 365 = 20.1 days (approximation). Trailing-quarter revenue 3405439 − cash collected 3167058 = 238381 working-capital gap; less illustrative 100000 cash buffer = 138381 possible financing need.

Validation: Cash buffer is an assumption, not a real bank balance

Marketing Performance & Customer Profitability

42 campaign executions aggregate to six attribution channels; 1,000 qualified modeled leads plus 840 other leads = 1,840 total. Customer attribution below is a fictional subset, not every acquired client.

Campaign / CohortSpendLeads / WinsConversionCACAttributed RevenueDelivery CostMargin / PaybackDecidian Insight

Search — Agency services

MK-1 · Google Ads

$190,000300 / 279.0%$7,037$1,168,000$662,24543.3%

3.0 months

Measure contribution and retention, not just leads

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

LinkedIn — Marketing leaders

MK-2 · LinkedIn

$140,000190 / 168.4%$8,750$2,005,200$1,177,89641.3%

2.3 months

Measure contribution and retention, not just leads

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

SEO audit offer

MK-3 · Organic / Content

$80,000220 / 2210.0%$3,636$1,610,400$965,52340.0%

1.2 months

Measure contribution and retention, not just leads

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

Industry events

MK-4 · Events

$120,00090 / 44.4%$30,000$456,000$446,5682.1%

114.5 months

Weak downstream customer profitability

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

Retargeting — Case studies

MK-5 · Display

$151,000120 / 43.3%$37,750$444,000$415,4326.4%

47.6 months

Weak downstream customer profitability

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

Partner referrals

MK-6 · Referral

$19,00080 / 78.8%$2,714$1,466,400$848,06842.2%

0.9 months

Measure contribution and retention, not just leads

Marketing + CRM + Projects + Accounting

Evaluate service effort before reallocating spend.

SHOW ME HOW DECIDIAN FOUND THIS

Display and Events are linked to a fictional low-margin acquired-client subset. Attribution is illustrative, not proof the campaign caused low profitability.

DEC-FIN-007 · BL-DEMO-2026-10-V1 · SIMULATED DEMONSTRATION

Campaign spend → Customer acquisition → Contract revenue → Delivery cost → Contribution margin

CAC = campaign spend / wins. Contribution = linked contract revenue − delivery costs. Payback = CAC / average monthly contribution (no payback if contribution ≤ 0). Reallocation opportunity follows existing OP-5 model: low-yield spend × 0.8, not guaranteed savings.

Validation: High-cost customers may produce valuable referrals

Enterprise lead generation: 210 high-intent leads show slower follow-up and lower observed conversion in the existing lead experiment; association is not proof of causation.

Hidden Financial Savings — Executive Decision

Fictional sample records · part of the shared simulated business dataset

Vendor consolidation

$148,000

Potential gross annual savings

Billing corrections

$62,000

Potential gross annual savings

Technology optimization

$76,000

Potential gross annual savings

Gross potential $286,000 · ongoing annualized $286,000

First-year timing-adjusted gross $211,439 − implementation $52,000 − penalties $0 − transition $6,000 = net $153,439. No overlap across these resource sets; not added to legacy leakage or growth opportunities.

StrategyGross AnnualFirst-Year NetOngoing AnnualizedImplementationPenaltyCash ImpactBreak-EvenPrincipal Risk

A · Keep existing vendors

$0$0$0$0$0$0Beyond 36 moContinued avoidable spend; renewals lock in costs

B · Consolidate immediately

$148,000$33,333$148,000$24,000$60,000$33,33310 moCancellation penalties, migration and lost functionality

C · Consolidate at renewal

Strongest modeled base/downside benefit

$148,000$72,773$148,000$24,000$0$72,7736 moDelayed savings; notice deadlines must be met

Reference date 2026-10-26. Two-month migration; renewal-dependent savings are delayed. Full-year $124K vendor net illustration excludes timing, penalties and $6K transition expense. Actual model shown above is not live Decidian output. Operating expenses reconcile: $12,800,000 − $1,817,600 = $10,982,400.

What doesn't add up?

Sales forecast

Healthy growth pipeline

Delivery capacity

Limited sustainable staff capacity

Growth may require labor costs missing from the original forecast.

Department budgets

Software spend within limits

Vendor utilization

Capabilities overlap across teams

Budget compliance may mask company-wide savings.

CRM

Customer remains active

Customer experience

Delays, complaints and falling engagement

An active account can still need retention attention.

Neither source must be wrong. The tension becomes visible when their information is considered together.

Big Leap · Powered by Decidian Intelligence — Conceptual ERP Experience | Simulated Business Data. Findings do not reflect Big Leap's real operations.