👋 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