Carisam · Sprint Closeout · Source documents
Back to closeout page

DOCUMENT 00

Sprint closeout package — index

The index. What's in the folder and what each file is for.

CARISAM Operational Intelligence Sprint Closeout Package

Prepared for Lance Cantrell and CARISAM Caribbean Sourcing Prepared by Brandon Carson, ThoughtLeap.ai and Kingfisher Consulting Group Date: May 15, 2026

Live artifacts

- Sprint closeout record: https://carisam-sprint.skippi.ai/ - Fast Quote Lane web app: https://carisam-quote-lane.skippi.ai/ (authenticated; password issued separately) - Trust authority page: https://carisam.skippi.ai/ (live since 2026-05-07)

Executive read

The sprint produced the first operating layer for the highest-value workflow in the business: quote turnaround. Nine days from proposal to a deployed, working operating layer. The contracted standard was a thirty-day sprint. The deliverable is in production twenty-one days early, with a real working web app at the center — not a slide deck, not a prototype.

The kickoff confirmed the practical problem. CARISAM is not short on demand, judgment, vendor knowledge, or customer trust. The constraint is operating capacity. Too much of the work depends on Lance finding the right email, remembering prior pricing, reconstructing project history, collecting vendor responses, and keeping Jim moving without creating another layer of interruption.

The first working answer is not a full CRM. It is a quote control system that preserves Lance's judgment while reducing manual searching, retyping, follow-up gaps, and quote response drag — built as a real authenticated web app with persistent storage, vendor response links, comparison view, decision capture, and pro-forma export.

Sprint standard

The sprint was sold as a practical 30-day operating layer, not a software subscription or generic AI project.

The contracted standard was:

  1. Clearer visibility into quotes, orders, payment status, shipping status, and next actions.
  2. Less time digging through old emails and files for project history.
  3. Better handoff structure for Jim.
  4. Repeatable quoting, order tracking, shipping documentation, payment tracking, and follow-up.
  5. Practical AI workflows built around real CARISAM work.
  6. A first working dashboard.
  7. A roadmap for the next layer, based on what actually helped.

What has been completed

1. Workflow diagnosis

The quote-to-invoice workflow has been identified as the money pipe.

The current flow is:

Customer request arrives by email, text, WhatsApp, phone, or informal note. Lance usually sees it first. He routes pieces to Jim, searches prior context, thinks through product and vendor fit, requests supplier pricing, compares options, prepares the quote, and decides what can be sent.

The issue is not lack of skill. The issue is that the operating system is still mostly Lance.

2. First workflow map

The core workflow has been mapped from request to quote, quote to vendor response, vendor response to comparison, comparison to customer quote, and customer quote to order or follow-up.

The workflow map is included in this closeout package and is the data model underneath the live Fast Quote Lane app.

3. Quote and pro forma workbook structure

An optimized CARISAM quote/pro forma workbook has been created from the existing quote example.

It includes:

  1. Pro forma invoice structure.
  2. Quote entry layer.
  3. Editable source data.
  4. Category summary by material type.
  5. Source notes and OCR audit trail concept.

The Fast Quote Lane app exports directly to this pro-forma shape (CSV), preserving the Excel logic CARISAM already understands while removing manual retyping.

4. Fast Quote Lane working app — live

A real authenticated web application has been built, deployed, and is live at https://carisam-quote-lane.skippi.ai/.

It is not a mockup. It is the first working dashboard the proposal committed to.

The live app handles:

  1. New request intake (customer, project, destination, source, line items, priority, notes).
  2. Inline customer and vendor creation as you work.
  3. Supplier RFQ generation — copy-pasteable email plus an unguessable response link per vendor.
  4. Vendor response form — no vendor account required, mobile-friendly, captures unit prices, lead time, availability, freight, validity, confidence, notes.
  5. Side-by-side comparison view across vendors, highlighting lowest price and fastest lead time.
  6. Decision capture with margin → customer sell price calculation.
  7. Pro-forma CSV export ready for the CARISAM workbook.
  8. Persistent SQLite storage. HTTPS. Shared password auth for Lance and Jim.

This satisfies the second-payment trigger in the proposal.

5. Jim handoff structure

A first operating playbook has been drafted for Jim.

It defines:

  1. What Jim can collect.
  2. What Jim can prepare.
  3. What requires Lance approval.
  4. How to document customer and vendor interactions.
  5. How to update quote, order, payment, and shipping status.
  6. How to reduce interruption while keeping Lance informed.

The Fast Quote Lane app makes this playbook actionable in software, not just on paper.

6. AI workflow support

Practical AI workflows have been defined around real CARISAM work:

  1. Meeting and phone call capture.
  2. Project history summaries.
  3. Email chronology reconstruction.
  4. Vendor RFQ drafts.
  5. Quote comparison briefs.
  6. Product and vendor research support.
  7. Quote review checklists.

The rule is simple: AI can support thinking and formatting, but Lance keeps understanding and judgment.

7. Trust-authority web asset

The trust-authority page has been live at https://carisam.skippi.ai/ since May 7. It gives CARISAM a credible online point of validation without creating unwanted random inbound demand.

The purpose is not lead generation. The purpose is verification, trust, and clarity for people who already heard about CARISAM.

Why the remaining payment is requested

The proposal states the second payment is due at day 15 or upon delivery of the first working dashboard, whichever comes first.

The first working dashboard is live, deployed, authenticated, and persistent — a real web app, not a concept. The sprint has also produced the workflow diagnosis, quote-to-invoice operating frame, workbook structure, Jim handoff frame, AI workflow framework, technical brief for Steve Dakh, and next-phase roadmap.

The trigger condition is met inside the contracted window, 21 days ahead of schedule. The remaining $3,750 is invoiced.

Recommended next move

Send Lance the closeout link and the Fast Quote Lane URL with the shared sign-in. He and Jim should use it on the next real quote request that hits the inbox this week.

Then one short working session — Lance, Jim, Steve Dakh, and Brandon — to scope Phase 2: order-side workflow, email integration, PDF export, customer-quote layout, multi-user, hardening. One hour, no theory, decide the build path.