👋 This is the Project Hub for the fictitious HotStacks → Duetti integration. PDDs can often be quite... well, boring to sift through, so I figured why not make it a little more fun for you. I built this alongside the PDD to show how I'd actually actionize the PDD by standing up a Project Hub. -Rob :)

HotStacks → Duetti · Phase 2 Project Hub

The Project Hub for the Phase 2 HotStacks into Duetti integration. Charter, governance, workstreams, decisions, cadence, and the full artifact set — all linked from here. If you're working on the integration, this is your starting page.

Phase
Phase 2 · 2A Foundation
Health
On Track
Workstreams
9 active
Open decisions
6 (3 due wk 2)
Last updated
Hub owner
R. Partee, IMO Lead

This week

Week of May 4 · live
Tue · 09:00 IMO Weekly Status, dependencies, decisions Notion Room
Tue · 14:00 WS-05 People & Org pod Critical talent retention plan London / Zoom
Wed · 11:00 Steering Committee D1 brand decision · D4 synergy targets Boardroom
Thu · 10:00 WS-07 Legal & Compliance UK data residency working session Zoom
Fri · 09:00 All-hands (Combined) CEO + IMO Lead · Phase 2A milestone update Zoom + London office
Fri · 16:00 Weekly IMO read-out published 1-page status, risk delta, decisions Notion

Decisions in flight

6 open · §17 of PDD
D1 · BrandWk 2

Sunset 'HotStacks' or preserve through Phase 2?

Recommendation: preserve brand bridge; sunset call in Phase 3 on customer signal.

D4 · SynergyWk 2

Confirm GrowthArc deal-model targets & phasing

Recommendation: baseline against deal model; honest re-baseline if needed.

D5 · P1 Carry-overWk 2

Inventory open Phase 1 items (customer, vendor, compliance)

Recommendation: inventoried wk 2; closed within 60 days.

D2 · PackagingWk 4

Unified suite SKU vs. independent + bundle

Recommendation: unified Suite SKU as default; bundle pricing for legacy buyers.

D3 · London opsWk 4

Matrix into US functions vs. federated

Recommendation: matrix with named London-based people lead per workstream.

D6 · Eng allocationWk 4

% Engineering throughput to integration vs. roadmap

Recommendation: 30–40% in 2A–2B; reducing in 2C; full release in Phase 3.

Project Artifacts

Notion

Project Definition Document (Detailed)

Charter, governance, workstreams, RACI, risk register, communications plan. The baseline contract.

v1.0·May 6, 2026·R. Partee
Smartsheet

Synergy Realization Tracker

Revenue, cost, and capability synergies tagged to workstream owners. Monthly attribution review with Finance.

Live·Monthly cadence·CFO
Smartsheet

RACI Matrix

The 12 most consequential decisions, mapped to CEO / CFO / CRO / CPO / CHRO / CIO / GC / IMO Lead.

Maintained·by IMO
Asana

Risk Register (Working)

Live in Notion. New risks added by any workstream lead; reviewed in IMO weekly. Top-5 to Steering monthly.

10 risks·Weekly review
PPT

Steering Pack (Monthly)

5–7 slides: synergy progress, risk top-5, decisions required, milestone status, customer NPS.

Monthly·Steering Cmte
Notion

Decision Log

Every decision made by IMO and Steering, with date, owner, rationale, and reversibility.

Live·IMO Lead
Outlook

Cutover Event Calendar

Every customer-facing cutover (billing, support, contract migration, login) with timed comms.

Owner·VP CS
Notion

Communications Plan

Audience cadence (employees, top-50 customers, long tail, partners, analysts, PE) plus crisis runbook.

Owner·CMO
SharePoint

Critical Talent Roster

~10-person named roster with retention agreements. Restricted access. Monthly check-ins through month 12.

Confidential·CHRO
Confluence

Data Residency Ruling

Where HotStacks EU data resides post-integration. Binding for all workstreams once issued.

Pending·2A milestone
Salesforce

Customer Migration Tracker

Customer-by-customer migration status in CRM. Single source for unified-terms progress.

Live in CRM·CRO
Jira

Phase 1 Carry-over Log

Inventory of items handed over from Phase 1 — customer commitments, vendor TSAs, compliance items.

Closing wk 2·IMO Lead

Roadmap

Phase 1

Day 1 readiness

Day 0 – 180
  • Brand bridge live
  • RP-OS data load
  • Payroll continuity
  • Carry-over log baselined
Phase 2

Operating model unification

Months 6 – 18
  • 2A Foundation (mo. 6–9)
  • 2B Execution (mo. 9–15)
  • 2C Stabilization (mo. 15–18)
  • Synergy capture in-flight
Phase 3

Steady-state & brand

Months 18 – 24
  • BAU handover begins
  • Brand sunset decision
  • Office decisions
  • PMO sunsets program
Phase 4 (BAU)

Operating cadence

Month 24+
  • Integration program closed
  • Synergies in normal FP&A
  • Lessons-learned published

Functions

Tap a function to open its charter, KPI sheet, and pod calendar in Notion.

ID Function Functional Lead Primary KPIs
WS-01
Commercial & GTM Single contract, single CSM, single billing. Cross-sell ARR motion.
LeadCRO / Head of Sales
% on unified terms · cross-sell ARR · NRR
Open →
WS-02
Product HotStacks benchmarking as a module within RP-OS. USALI 11th preserved.
LeadCPO / Head of Product
Feature parity · Legacy UI drop-off · NPS
Open →
WS-03
Data Platform & Engineering Single SoT for customer, product, benchmarking data. AI/ML foundation.
LeadVP Data / Head of Eng.
% domains with single SoR · freshness SLA
Open →
WS-04
Customer Success & Support Customer experience through every cutover. Migration at renewal.
LeadVP Customer Success
NPS · Sev-1 incidents · Top-50 retention
Open →
WS-05
People & Organization Critical talent roster. Comp / policy harmonization. Long-term org.
LeadCHRO / Head of People
Critical retention ≥ 85% · eNPS · time-to-fill
Open →
WS-06
Finance & Accounting HotStacks GL onto Duetti ERP. Synergy tracker. Combined FY27 plan.
LeadCFO / VP Finance
Time-to-close · synergy variance ±10%
Open →
WS-07
Legal & Compliance UK Limited treatment. SOC 2 / ISO 27001. Data residency. DPAs.
LeadGeneral Counsel
Audit findings · cert continuity · DSR response
Open →
WS-08
IT & InfoSec SSO. Endpoint and SaaS rationalization. Unified SIEM. DR/BCP.
LeadCIO / CISO
Identity unification · SaaS savings · MTTD/MTTR
Open →
WS-09
Brand & Communications Brand bridge. Unified RP-OS narrative. Customer / analyst cadence.
LeadCMO / Head of Marketing
NPS · earned coverage tone · eNPS
Open →

Success Criteria

By end of Q2 2027, customers experience a single Duetti commercial relationship, employees operate from a unified stack, and synergy realization tracks within ±10% of the deal model.

01

Customers on unified Duetti commercial terms

100% by end Phase 2
Owner: CRO
02

Voluntary retention of critical HotStacks talent

≥ 85% at month 12
Owner: CHRO
03

Single source of truth for customer / financial / product data

By month 12
Owner: CIO + CPO
04

Synergy realization vs. deal model

Within ±10% quarterly
Owner: CFO + IMO
05

Customer-impacting incidents during cutover

Zero severity-1
Owner: CIO + CS Lead

Governance

Workstream leads make calls and document them. The IMO unblocks. The Steering Committee adjudicates only escalations.

TIER 1

Steering Committee

CEO, CFO, CRO, CPO, CHRO, CIO + GrowthArc representative
Monthly
TIER 2

Integration Management Office

Sr. Project Manager (Lead) + 9 workstream leads
Weekly · 60 min
TIER 3

Workstream Pods

Functional Lead + 2–4 contributors
Set by lead

Customer first, internal complexity last

If a decision benefits internal architecture but visibly degrades customer experience, default to preserving customer experience.

Decisions, not consensus

Phase 2 has too many decisions for consensus to work. Each has a named accountable owner per the RACI.

Time-box, then re-baseline honestly

When deadlines slip, re-baseline transparently. PE sponsors lose confidence in silent slippage faster than in honest re-baselines.

Escalation path

1
Workstream pod → IMO For cross-workstream issues, scope ambiguity, or blocked dependencies. Within 48 hours
2
IMO → Steering Committee For scope, budget, or risk-acceptance issues that can't resolve at IMO. Within one week
3
Severity-1 → CEO + IMO Lead Customer-impacting issues bypass cadence and go direct. Immediate

Top Risks

R1 Critical talent attrition during integration uncertainty Med-High
R2 Customer churn during commercial transition Medium
R3 UK data residency / GDPR friction blocks platform unification Medium
R4 Synergy targets not landing on schedule Medium
R5 Cultural friction (US SaaS vs. UK data/research culture) Med-High
R6 Engineering capacity insufficient for both integration and roadmap Medium
R9 Cross-sell motion underperforms deal model assumption Medium
R10 IMO Lead bandwidth saturation given workstream count Medium
Open the full 10-row register in Notion →

Strategic Context

A 25-year monthly P&L benchmarking dataset (500+ KPIs across 600+ markets) acquired to extend Duetti from revenue management to total profit management. Phase 1 protected the asset. Phase 2 has to land the synergies — three sources of value below.

01 · PRODUCT

Category-defining platform

RP-OS becomes the only platform connecting dynamic pricing decisions to the cost and margin context that determines whether they actually drive profit.

02 · GTM

Cross-sell motion

Duetti's 6,800 properties become a distribution channel for HotStacks benchmarking; HotStacks' owner / operator / investor relationships open a new channel for Duetti's products.

03 · DATA

Defensible data moat

Real-time pricing and booking data combined with monthly P&L benchmarking creates a hard-to-replicate dataset for the AI and analytics products GrowthArc underwrote.

Support

Stuck? Here's where to go.

This hub is the SSOT, but it's not a substitute for talking to people. If you can't find what you need below, the IMO Lead is the catch-all.

IMO LeadCadence, dependencies, anything cross-workstream
imo@duetti.internal
Workstream leadAnything inside a single workstream's scope
See WS table ↑
Severity-1 (customer-impacting)Bypass cadence. Goes to CEO + IMO Lead.
sev1@duetti.internal
Hub feedback / broken linkTell the hub owner what's wrong
r.partee@duetti.internal