Engagement Overview
Q2 2026 · architect office · all modules
Active Engagements
14
+22.4%QoQ
Cash Flow Improvement
38.2%
Portfolio average
+4.1%vs prior quarter
Certified Professionals (Quarter)
47
+15.6%QoQ
Portfolio MRR
$84,600
+28.3%QoQ
Engagement Pipeline Throughput
Trailing 12 months · DiagnosticPro, ControlSuite, ExcelAcademy
ControlSuiteDiagnosticProExcelAcademy
Engagement Health
Current implementation completion
68%
Portfolio
At-risk engagements
Beltway Industrial Partners
Phase 2
Tidewater Processing Group
Phase 3
Federal Hill Supply Co
Phase 1
Activity Feed
Last 10 events- Chesapeake Manufacturing completed Phase 3: Implementation — 32% cost reduction achievedControlSuite· 2h ago
- DiagnosticPro engagement with Harbor Logistics initiated — 3-week assessment beginsDiagnosticPro· 4h ago
- ExcelAcademy cohort BAL-0326 certified 24 finance professionalsExcelAcademy· Yesterday
- KPIForge dashboard deployed for Potomac Distribution — 12 custom KPIs activeKPIForge· Yesterday
- ControlSuite milestone: Mid-Atlantic Foods advanced to Phase 4: StabilizationControlSuite· 2d ago
- DX-NOV-003 diagnostic report delivered to Potomac Distribution — Tier 1 recommendedDiagnosticPro· 3d ago
- KPI threshold breach: Mid-Atlantic Foods — Operating Expense Ratio above targetKPIForge· 3d ago
- Cohort COH-NOV-0412 enrolled 30 learners — Unit 1: Foundations scheduled 2026-04-12ExcelAcademy· 4d ago
- Capital Region Services Phase 5: Monitoring activated — 90-day support window openedControlSuite· 5d ago
- Instructor INST-004 Marcus Chen certified for delivery to 1 organizationExcelAcademy· 1w ago
Revenue Breakdown
MRR composition · $84,600
- Controllership implementations$48,20057%
- Enterprise retainers$15,40018.2%
- Diagnostic engagements$12,40014.7%
- Corporate training cohorts$8,60010.2%
Geographic Distribution
Engagement density · Mid-Atlantic
- Baltimore Metro8 active
- Northern Virginia3 active
- Greater Maryland2 active
- NYC / NJ pipeline4 prospects