Preliminary sample — Finance review requiredNot for board distribution until reviewed and approved by Finance
Commercial roofing project
Board update workflow prototype

Board Update Control Center

Upload this month's source files once. The Control Center checks what is ready, flags what is still missing, and produces a controlled draft PowerPoint for Finance review — it never overwrites the approved deck.

18-slide map3 panels automated today84 Bid Conversion checksFinance approval required
Demo path

Upload the July board deck and the Production Metrics workbook, then generate. Everything else on this page is optional context for the walkthrough.

1

Prior approved deck

Start with last month's board-approved PowerPoint. The Control Center copies it — it is never edited in place.

2

Current month source files

Add this month's workbooks, exports, and screenshots. Shared files are reused everywhere else they are needed.

3

Generate controlled draft

The Control Center builds a new file for Finance to review, checking numbers as it goes.

Controlled monthly workflow

Build the next board update

Start with last month's approved deck. Each step below tells you exactly what to upload and what the system will update.

The prototype never overwrites the uploaded deck.