SAS Founder Alignment Workspace v1.0

Founder decisions before product and engineering commitments.

This workspace helps the two SAS founders see the full relationship between Hands, WorkPulse, operations, vendors, enterprise clients, finance and future platform capabilities before committing scarce engineering capacity.

01

Executive Summary

Decision this chapter supports

Do both founders understand the overall situation and the decisions requiring alignment?

Purpose

Improve founder alignment and decision quality. This is not a final strategy, PRD, architecture specification or product handbook.

Current statusUnder Review
Current recommendation

Progressive Evolution: launch Hands without waiting for a full WorkPulse rebuild, while selectively reusing, wrapping, evolving and replacing capabilities based on business value.

Where SAS is today

  • Existing enterprise service business and revenue.
  • Existing WorkPulse platform with useful but under-evolved workflows.
  • Hands has not launched.
  • Legacy backend, admin panel and vendor mobile application risk.
  • Limited engineering resources competing across initiatives.

Where SAS is trying to go

  • Consumer business through Hands.
  • Continued enterprise operations.
  • Stronger marketplace vendor capabilities.
  • Shared operational foundation.
  • Scalable commerce, settlement and payout capabilities.
Founder Review Checklist

Download the review workbook

Use this workbook to capture agreement, alternative views, open questions, capability comments and final decisions.

Download Excel Workbook
Decision Supported

Current recommendation: Progressive Evolution

Launch Hands without waiting for a full WorkPulse rebuild, while selectively reusing, wrapping, evolving and replacing capabilities based on business value. This is a proposal requiring founder review, not a locked decision.

Strategic directionProposed
WorkPulse rebuild approachUnder Review
Vendor experienceUnder Review
Third-party bridge toolsProposed
Hands launch scopeUnder Review
Capability investment priorityUnder Review
Commerce and settlement ownershipProposed
Roadmap orderProposed
Questions for founder review
  • Does this five-minute summary describe the real decision space?
  • Which outstanding decision creates the most risk if left unresolved?
  • Is Progressive Evolution acceptable as a proposal for deeper review?
Decision required

Agree whether the workspace frames the right founder decisions.

Related decision IDs: D-001, D-003, D-012

02

Shared Reality

Decision this chapter supports

Is this an accurate description of where SAS is today?

Purpose

Separate facts, assumptions, unknowns and blind spots before discussing recommendations.

Current statusUnder Review

Objective facts

  • SAS operates nationwide delivery, installation, maintenance and field services for enterprise clients.
  • WorkPulse is actively used and supports requests, quotes, jobs, visits, scheduling, clients, properties, service reports, invoices, payments, notifications, GPS, timesheets, permissions and company-scoped access.
  • Hands is still a proposed consumer-facing business and product.
  • Marketplace operations and vendor execution are incomplete for the future model.
  • The backend, admin panel and vendor mobile application are legacy parts of the ecosystem.
  • Enterprise operations and existing client revenue need to continue without disruption.
  • Engineering capacity is limited and multiple initiatives compete for the same team.

Assumptions

  • Existing WorkPulse capabilities can support part of the Hands launch.
  • A complete WorkPulse rebuild is not required before the first Hands launch.
  • Manual vendor coordination may be acceptable during a controlled pilot.
  • Membership is not required for initial validation.
  • Some legacy capabilities can be wrapped while future-fit replacements are designed.

Unknowns

  • Which WorkPulse capabilities should survive long term?
  • Which modules are realistically reusable without creating hidden rework?
  • How much manual operation is acceptable during launch?
  • What is the smallest viable vendor experience?
  • How difficult is it to expose clean integration boundaries around the legacy platform?
  • What marketplace volume is needed before automation becomes valuable?

Blind spots

  • Operations workload
  • Finance reconciliation
  • Vendor disputes
  • Data migration
  • Compliance
  • Customer identity
  • Vendor lifecycle
  • Support and exception management
  • Multi-country considerations
  • Operational reporting
Questions for founder review
  • Which statements are facts versus assumptions?
  • Where has SAS adapted around product limitations?
  • Which blind spot could hurt the launch fastest?
Decision required

Confirm the shared reality, or mark what needs correction before strategy is debated.

Related decision IDs: D-001, D-003, D-011

03

Future SAS Ecosystem

Decision this chapter supports

Do the founders agree on the future shape of SAS and the role of each product or experience?

Purpose

Present the ecosystem as a business model rather than a technical architecture.

Current statusUnder Review
Current recommendation

Use the neutral term SAS Operational Platform. It is currently implemented largely through WorkPulse, but may evolve, be progressively modernised, or partially rebuilt over time.

Enterprise Clients
Hands Customers
Vendors
SAS Operational Platform
SAS Operations
Finance

Customer Experience - Hands

  • Customer acquisition
  • Customer account
  • Service discovery
  • Booking
  • Communication
  • Status visibility
  • Checkout
  • Support
  • Repeat usage
  • Future membership and loyalty

Operations Experience

  • Review requests
  • Convert requests into fulfilment work
  • Schedule and assign
  • Manage exceptions
  • Monitor job progress
  • Quality assurance
  • Support customers and vendors

Vendor Experience

  • Onboarding
  • Compliance
  • Receive or claim jobs
  • Accept work
  • Update status
  • Submit onsite additions
  • Upload proof of completion
  • View earnings
  • View payout status
  • Handle disputes

Enterprise Experience

  • Existing enterprise requests
  • Service visibility
  • Reporting
  • Account-level controls
  • Contract pricing
  • Invoices
  • Service reports

Finance Experience

  • Customer payments
  • Revenue allocation
  • Vendor entitlement
  • Settlement
  • Payout
  • Refunds
  • Clawbacks
  • Partner commissions
  • Financial ledger

Shared Operational Foundation

  • Currently implemented largely through WorkPulse
  • May evolve, be progressively modernised, or partially rebuilt
  • Should remain the fulfilment truth rather than becoming several competing systems

Core principles

  • Hands owns the customer-facing experience.
  • The operational platform owns fulfilment truth.
  • Vendor execution requires a dedicated experience.
  • Financial allocation and payouts require a reliable shared capability.
  • Avoid multiple operational systems of record.
  • Build strategic capabilities once where practical.
  • Manual workflows are acceptable when they accelerate learning.
Questions for founder review
  • Does each experience have a clear business role?
  • Where should Hands stop and the operational platform begin?
  • Which finance responsibilities must be shared rather than product-specific?
Decision required

Agree on the future ecosystem roles before assigning build ownership.

Related decision IDs: D-006, D-007, D-008, D-009

04

Business Capability Assessment

Decision this chapter supports

Which capabilities does SAS already possess, how well do they serve the business, and how should they evolve?

Purpose

Assess operational stability, business fit and future fit rather than calling capabilities mature just because they currently work.

Current statusUnder Review
Current recommendation

Stable does not always mean future-fit. Some capabilities should be kept, some wrapped, some transformed, some replaced, and some built new.

Customer

Customer identity

Build New

Hands has no launched consumer identity layer yet.

Operational StabilityNot Available
Business FitUnknown
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Create a lightweight customer identity for launch, with clean boundaries from enterprise client identity.
Decision required
Decide whether customer identity belongs fully in Hands or a future shared identity layer.

Customer profile

Build New

Profiles and saved customer preferences are not yet a consumer workflow.

Operational StabilityNot Available
Business FitUnknown
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Keep profile scope narrow for launch.
Decision required
Agree what is required before first transaction.

Saved properties

Wrap

WorkPulse already knows properties for operations, but not as a consumer self-service experience.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Let Hands capture addresses while the operational platform stores fulfilment records.
Decision required
Define what data is customer-facing versus operational.

Booking

Build New

Hands needs a public booking flow; WorkPulse can receive resulting requests.

Operational StabilityNot Available
Business FitHigh
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Build the customer booking surface and integrate it to the operational platform.
Decision required
Agree controlled pilot scope and service categories.

Status tracking

Enhance

Internal job statuses exist but need translation for customers.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Expose a smaller customer-safe status model.
Decision required
Confirm which states customers should see.

Reviews

Delay

Review capture is not a core WorkPulse capability today.

Operational StabilityNot Available
Business FitLow
Future FitMedium
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Defer until the completion loop is working.
Decision required
Decide whether reviews are needed for pilot learning.

Membership

Delay

Membership is a future retention idea, not required to complete first jobs.

Operational StabilityNot Available
Business FitNot required today
Future FitMedium
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Design later after repeat value is clearer.
Decision required
Confirm membership is not a launch blocker.

Loyalty and referrals

Delay

No current consumer loyalty loop exists.

Operational StabilityNot Available
Business FitLow
Future FitMedium
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Keep future-facing, after service quality and repeat demand are proven.
Decision required
Decide when retention features become worth engineering capacity.

Operations

Request management

Transform

The current lifecycle is proven, but SAS has adapted around its limitations.

Operational StabilityHigh
Business FitMedium
Future FitMedium
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Evolve the request flow for consumer and marketplace needs.
Decision required
Decide which request rules change for Hands.

Quotes

Enhance

Quotes exist for enterprise workflows and approvals.

Operational StabilityHigh
Business FitMedium
Future FitMedium
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Support fixed-price and quote-led journeys where appropriate.
Decision required
Choose what pricing model launch uses.

Job lifecycle

Enhance or Wrap

Jobs and visits are stable operating records for field work.

Operational StabilityHigh
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Keep the job record as fulfilment truth while improving integration boundaries.
Decision required
Confirm job source of truth.

Visits

Keep

Visits support scheduling and field execution.

Operational StabilityHigh
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Reuse for launch while simplifying what is exposed externally.
Decision required
Decide whether visit detail stays internal.

Scheduling

Enhance

Scheduling works for current operations but may need marketplace logic later.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Use current scheduling in launch and refine later.
Decision required
Confirm manual scheduling tolerance.

Assignment

Transform

Assignment exists for staff or teams, but marketplace assignment may differ.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Keep assignment operationally controlled for pilot.
Decision required
Decide when vendor self-claiming becomes valuable.

Proof of delivery

Enhance

Completion evidence exists in current workflows.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Standardise proof for customer, vendor and finance needs.
Decision required
Define minimum proof required at launch.

Exceptions and disputes

Enhance

Handled operationally, but not as a future-fit marketplace workflow.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Keep manual for launch with structured capture.
Decision required
Agree escalation ownership.

Vendor

Vendor mobile application

Replace

Legacy mobile application is not actively maintained and may no longer be buildable.

Operational StabilityLow
Business FitLow
Future FitLow
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Do not make Hands depend on the legacy app as the future vendor experience.
Decision required
Decide whether to replace with a lightweight vendor PWA.

Vendor experience

Build New

A future-fit vendor experience is not available today.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Build a modern lightweight vendor web app or PWA after launch scope is confirmed.
Decision required
Decide controlled pilot versus operational MVP standard.

Vendor identity

Transform

Vendor records exist operationally, but marketplace identity needs clearer ownership.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Define vendor identity as a shared operational capability.
Decision required
Confirm owner of vendor identity.

Compliance

Enhance

Compliance may exist operationally but is not a scalable marketplace workflow.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Structure compliance before open marketplace growth.
Decision required
Decide required checks for pilot.

Job acceptance

Build New

Future vendor acceptance flow is incomplete.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Manual acceptance can work in pilot; platform flow is needed for MVP scale.
Decision required
Decide acceptance standard for launch.

Status updates

Build New

Vendor status capture is at risk if dependent on legacy mobile paths.

Operational StabilityLow
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Use an agreed temporary channel, then build PWA updates.
Decision required
Confirm which status updates are mandatory.

Earnings visibility

Build New

Not available in a future-fit vendor experience.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Defer until entitlement and payout rules are clearer.
Decision required
Decide what vendors need before automated payout.

Vendor support

Enhance

Support likely exists through operations, not a dedicated vendor workflow.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Keep manual at launch and capture issue categories.
Decision required
Agree vendor escalation workflow.

Commerce and Finance

Service catalogue

Enhance

Products and services exist, but consumer packaging needs definition.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Create a launch catalogue that maps to fulfilment capability.
Decision required
Decide first launch services.

Pricing

Transform

Current quote/pricing behavior may not support consumer fixed-price expectations.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Use simple launch pricing and keep complex rules manual.
Decision required
Agree fixed pricing versus RFQ scope.

Checkout

Build New

Consumer checkout does not exist as a Hands flow.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Build basic checkout or payment collection for launch.
Decision required
Confirm payment timing and method.

Payments

Enhance

Payment records exist, but consumer payment experience needs work.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Connect customer payment to the operational job record.
Decision required
Decide ownership of payment record.

Promotions

Delay

Promotions are not essential for first transaction validation.

Operational StabilityNot Available
Business FitLow
Future FitMedium
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Defer advanced promotions until growth stage.
Decision required
Decide whether launch needs vouchers at all.

Vendor entitlement

Build New

Not available as a reliable marketplace capability.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Build after job completion and vendor execution are reliable.
Decision required
Define entitlement rules.

Settlement and payouts

Build New

Not available as a scalable shared capability.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Keep reconciliation manual at launch; build shared settlement before scale.
Decision required
Confirm owner and timing.

Ledger

Build New

A marketplace-grade financial ledger is not available.

Operational StabilityNot Available
Business FitLow
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Design once as a shared capability.
Decision required
Decide how much finance detail is required before scale.

Platform and Support

Notifications

Enhance

Notifications exist, but customer-safe messaging needs refinement.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Use for launch with curated customer messages.
Decision required
Agree message ownership.

Media

Enhance

Photos and evidence are part of service flows, but future use needs consistency.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Standardise proof and support media capture.
Decision required
Define minimum media requirements.

Authentication

Transform

Authentication exists for current users, not necessarily for consumers and vendors.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Separate consumer, vendor and internal access concerns.
Decision required
Confirm identity boundaries.

Permissions

Keep

Company-scoped access exists for current operations.

Operational StabilityHigh
Business FitMedium
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Reuse where it fits enterprise and internal workflows.
Decision required
Decide whether consumer/vendor permissions are separate.

Reporting

Enhance

Operational reporting exists, but launch learning metrics need definition.

Operational StabilityMedium
Business FitMedium
Future FitHigh
Strategic ImportanceMedium
Reasoning and decision
Current recommendation
Track completed jobs, exceptions, manual workload and finance gaps.
Decision required
Agree launch success metrics.

Enterprise portal

Keep

Enterprise capabilities exist and need protection during Hands launch.

Operational StabilityMedium
Business FitHigh
Future FitMedium
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Avoid disrupting enterprise workflows while Hands is introduced.
Decision required
Confirm enterprise maintenance capacity.

Integrations

Requires Validation

Clean integration boundaries around legacy capabilities need validation.

Operational StabilityUnknown
Business FitUnknown
Future FitHigh
Strategic ImportanceHigh
Reasoning and decision
Current recommendation
Validate what can be wrapped before committing scope.
Decision required
Decide discovery work before build.
Questions for founder review
  • Which stable capabilities are still poor business fits?
  • Which low-stability areas are strategically important?
  • Which recommendations need technical validation before founders decide?
Decision required

Review the proposed evolution strategy for each capability group.

Related decision IDs: D-003, D-004, D-006, D-009

05

Strategic Options

Decision this chapter supports

Which overall direction should SAS take?

Purpose

Present four genuine options fairly, including the risks and conditions attached to each.

Current statusProposed
Current recommendation

Progressive Evolution is the current recommendation, not an agreed decision.

Option A

Hands First

Advantages

  • Fastest path to customer learning
  • Keeps attention on the consumer business
  • Can use manual operations to validate demand

Trade-offs

  • May increase operational work
  • Can create pressure for quick integration shortcuts
  • May defer important platform decisions

Risks

  • Duplicate systems emerge
  • Vendor and finance gaps become painful
  • Enterprise operations may absorb hidden workload

Makes sense when launch speed is more important than platform cleanliness and pilot volume is controlled.

Option B

Platform First

Advantages

  • Reduces future rework
  • Creates stronger operational foundations
  • Can address legacy constraints deliberately

Trade-offs

  • Delays customer validation
  • Consumes scarce engineering capacity
  • May overbuild before the business model is proven

Risks

  • Hands loses momentum
  • Rebuild scope expands
  • Enterprise needs still compete for attention

Makes sense if current WorkPulse cannot safely support any consumer launch.

Option C

Progressive Evolution

Current recommendation

Advantages

  • Launches Hands without waiting for a full rebuild
  • Protects operational truth
  • Allows selective reuse, wrapping, enhancement and replacement

Trade-offs

  • Requires disciplined scope control
  • Needs clear integration boundaries
  • Manual workflows must be intentional

Risks

  • Half-modernised areas can become confusing
  • Founders may disagree on what to delay
  • Discovery may reveal deeper legacy constraints

Works when founders agree to prioritise the minimum viable business and invest in strategic capabilities in sequence.

Option D

Third-Party Bridge Platform

Advantages

  • Could fill vendor execution gaps quickly
  • May reduce initial mobile/PWA build effort
  • Can test operational patterns before building

Trade-offs

  • Adds another tool to manage
  • Requires careful data and process boundaries
  • May create migration work later

Risks

  • Duplicate vendor onboarding
  • Multiple job records
  • Status synchronisation
  • Split proof-of-delivery records
  • Payout dependencies
  • Support complexity
  • Vendor confusion
  • Difficult migration
  • Another system of record

Only reasonable if the tool is a replaceable execution interface, WorkPulse remains authoritative, evidence and statuses sync, payouts stay under SAS control, and an exit plan exists.

Fastest launchHands First
Cleanest rebuild posturePlatform First
Balanced proposalProgressive Evolution
Most external dependencyThird-Party Bridge
Questions for founder review
  • Which option best reflects founder risk appetite?
  • What conditions must be true for Progressive Evolution to work?
  • Would a bridge tool solve a real constraint or create another system of record?
Decision required

Select the preferred strategic option for the next iteration.

Related decision IDs: D-001, D-003, D-005

06

Strategic Prioritisation

Decision this chapter supports

Where should SAS invest its limited engineering resources first?

Purpose

Organise investment around business outcomes rather than product names.

Current statusUnder Review
Current recommendation

Highest priority: Hands customer launch experience, minimum integration with existing WorkPulse, and reliable end-to-end job completion. High priority next: modern vendor execution experience, integration boundary, and request workflow evolution.

Highest priority

Launch the consumer business

Hands customer experience, Service discovery, Booking, Customer account or lightweight identity, Customer communication, Status tracking, Basic checkout

Evaluation
  • Helps launch Hands directly.
  • Generates demand and learning.
  • Can stay narrow for controlled launch.
  • Opportunity cost is delaying deeper platform work.
Highest priority

Enable fulfilment

Request evolution, Operations workflows, Scheduling and assignment, Vendor coordination, Proof of completion, Exception management

Evaluation
  • Increases completed jobs.
  • Protects enterprise operations.
  • Can remain partially manual temporarily.
  • Reduces fragmentation when connected to the operational platform.
High priority

Build the future vendor experience

Vendor onboarding, Job acceptance, Status updates, Onsite additions, Proof of delivery, Completed job history, Vendor support

Evaluation
  • Improves operational efficiency.
  • Strengthens the future marketplace.
  • Reduces reliance on the legacy mobile application.
  • Competes with customer launch work for engineering capacity.
Next

Enable marketplace finance

Vendor entitlement, Settlement, Payout, Ledger, Refunds, Deductions, Partner commissions

Evaluation
  • Protects revenue and trust.
  • Supports scale after fulfilment is working.
  • Manual reconciliation can bridge launch.
  • Requires clear finance ownership before automation.
Later

Improve retention

Promotions, Referrals, Guarantee, Membership, Loyalty, Reviews

Evaluation
  • Improves lifetime value after the core service loop works.
  • Does not need to block launch.
  • Depends on reliable fulfilment.
  • Could distract from vendor and finance foundations.
Ongoing

Maintain enterprise stability

Production support, Critical fixes, Existing client workflows, Security, Infrastructure maintenance

Evaluation
  • Protects existing revenue.
  • Maintains trust with enterprise clients.
  • Limits available Hands capacity.
  • Needs explicit allocation, not leftover attention.

Current prioritisation recommendation

Highest priority is the customer launch experience, minimum WorkPulse integration and reliable job completion. High priority is vendor execution and workflow evolution. Marketplace finance follows. Membership, loyalty, AI, advanced bidding and regional expansion come later.

Questions for founder review
  • Which theme protects or creates the most value?
  • Which opportunity cost is acceptable?
  • Which workflows can stay manual without hiding too much risk?
Decision required

Confirm investment order before engineering begins.

Related decision IDs: D-004, D-010, D-011, D-012

07

Launch Strategy

Decision this chapter supports

What is the Minimum Viable Business required to launch Hands?

Purpose

Customers do not buy software. They buy a completed service. The launch must cover customer acquisition, booking, operations, vendor fulfilment, completion, payment, vendor compensation, learning and feedback.

Current statusUnder Review
Current recommendation

Decide whether the target is a controlled pilot or an operational MVP before finalising engineering scope.

Customer lane

  • Discover service
  • Submit request or book
  • Provide address and contact details
  • Receive confirmation
  • Receive status updates
  • Approve onsite additions where required
  • Pay
  • Receive completion report
  • Contact support

Operations lane

  • Review request
  • Confirm service requirements
  • Price or quote
  • Create or update WorkPulse request/job
  • Assign vendor
  • Monitor status
  • Handle exceptions
  • Validate completion
  • Manage customer support

Vendor lane - controlled pilot

  • Receive assignment manually or through a lightweight interface
  • Confirm acceptance
  • Receive job details
  • Update SAS through an agreed mechanism
  • Submit proof of completion
  • Communicate onsite additions
  • Complete job

Vendor lane - operational MVP

  • Lightweight vendor web app or PWA
  • Job list
  • Job acceptance
  • Status updates
  • Notes and photos
  • Proof of delivery
  • Completion

Required at launch

  • Hands customer-facing service flow
  • Request creation
  • Basic pricing or quotation
  • Operations handling
  • Vendor assignment
  • Job execution
  • Status communication
  • Proof of completion
  • Payment collection
  • Basic financial reconciliation

Manual for launch

  • Vendor vetting
  • Vendor assignment
  • Complex pricing
  • Refund approval
  • Dispute handling
  • Settlement reconciliation
  • Vendor payouts
  • Quality review
  • Support escalation

Later

  • Open job marketplace
  • Automated matching
  • Vendor wallet
  • Automated settlement
  • Membership
  • Loyalty
  • Advanced vouchers
  • AI
  • Dynamic bidding
Controlled pilotTrusted vendors, WhatsApp and manual operations.
Operational MVPLightweight vendor PWA and more reliable platform integration.
Questions for founder review
  • Which launch standard are founders targeting?
  • What can be manual during pilot?
  • What would make the launch feel unreliable to customers or vendors?
Decision required

Choose controlled pilot versus operational MVP and confirm launch requirements.

Related decision IDs: D-002, D-004, D-011

08

Evolution Roadmap

Decision this chapter supports

How should SAS sequence the identified investments?

Purpose

Keep the roadmap simple and business-led. No fixed dates are invented.

Current statusProposed
Current recommendation

Sequence vendor enablement and marketplace finance before membership and broad growth features.

Stage 0

Founder Alignment and Technical Validation

Business objective
Agree on direction and validate feasibility of using existing WorkPulse capabilities.
Capabilities
Shared reality, Strategic option, Reusable workflows, Wrap/enhance/replace/build decisions, Launch scope
What remains manual
Discovery notes, founder review and technical validation can stay lightweight.
Key dependency
Founder agreement on the decision model.
Success criteria
Founders agree what is being launched and what is being protected.
Decisions still open
D-001, D-003, D-012
Stage 1

Launch Hands

Business objective
Complete real consumer transactions.
Capabilities
Hands customer experience, Booking, Request integration, Operations handling, Vendor coordination, Basic payment, Completion and reporting
What remains manual
Vendor matching, complex pricing, reconciliation and support escalation.
Key dependency
Minimum integration with the operational platform.
Success criteria
A customer can buy a completed service and SAS can learn from the transaction.
Decisions still open
D-002, D-006, D-011
Stage 2

Vendor Enablement

Business objective
Improve fulfilment capacity and reduce manual coordination.
Capabilities
Modern vendor PWA, Vendor onboarding, Job acceptance, Status updates, Proof of delivery, Onsite additions, Vendor history, Performance visibility
What remains manual
Compliance checks and escalations may remain operations-led.
Key dependency
Agreement on vendor identity and job source of truth.
Success criteria
Vendors can execute work without relying on fragile legacy mobile paths.
Decisions still open
D-004, D-008
Stage 3

Marketplace Finance

Business objective
Support scalable vendor economics.
Capabilities
Vendor entitlement, Settlement, Payout, Ledger, Refunds, Clawbacks, Partner commissions, Finance reporting
What remains manual
Exceptional disputes and adjustments.
Key dependency
Reliable completion records and finance ownership.
Success criteria
SAS can calculate money movement consistently across jobs and vendors.
Decisions still open
D-009, D-011
Stage 4

Customer Growth

Business objective
Improve repeat usage and customer lifetime value.
Capabilities
Promotions, Referral, Guarantee, Membership, Loyalty, Reviews
What remains manual
Campaign planning and exception handling.
Key dependency
Stable service quality and completion loop.
Success criteria
Growth features increase repeat behavior without weakening operations.
Decisions still open
D-010
Stage 5

Scale

Business objective
Expand services, channels, automation and geography.
Capabilities
Condo programme, Retail partners, Enterprise integrations, Additional service categories, Automated assignment, Advanced pricing, Bidding where justified, AI, Regional expansion
What remains manual
New market validation and high-risk exception reviews.
Key dependency
Vendor enablement and finance capabilities working reliably.
Success criteria
SAS expands without fragmenting operational truth.
Decisions still open
D-001, D-005, D-012
Questions for founder review
  • Is the stage order right?
  • Which stage has the riskiest dependency?
  • What must be validated before Stage 1 starts?
Decision required

Approve the proposed sequence or reorder stages before committing capacity.

Related decision IDs: D-001, D-010, D-012

09

Decision Register

Decision this chapter supports

What have the founders agreed, and what still requires discussion?

Purpose

Record decision topics, options, current recommendations, reasoning, risks and next actions.

Current statusUnder Discussion
D-001 · Business

Preferred strategic option

Proposed
Context
SAS needs a direction that balances Hands launch speed with platform discipline.
Options considered
Hands First; Platform First; Progressive Evolution; Third-Party Bridge
Current recommendation
Progressive Evolution.
Reasoning
It launches Hands without waiting for a full rebuild while avoiding another independent operational system.
Risks and trade-offs
Requires discipline around scope, wrapping and manual workflows.
Next action
Founders review the four options and agree on the operating posture.
D-002 · Launch

Controlled pilot versus operational MVP

Proposed
Context
Hands can launch with trusted vendors and manual coordination, or wait for a stronger vendor interface.
Options considered
Controlled pilot; Operational MVP
Current recommendation
Choose the launch standard before engineering locks scope.
Reasoning
The two standards imply different engineering and operations commitments.
Risks and trade-offs
Pilot may create manual workload; MVP may delay launch.
Next action
Decide which launch standard the current quarter is targeting.
D-003 · Implementation

WorkPulse rebuild approach

Proposed
Context
WorkPulse is useful but legacy, and a full rebuild could delay Hands.
Options considered
Full rebuild first; Progressive modernisation; Leave as-is
Current recommendation
Progressive modernisation.
Reasoning
It keeps existing operations stable while allowing strategic capabilities to outlive legacy implementation.
Risks and trade-offs
Legacy constraints may still surface during integration.
Next action
Validate reusable APIs and workflows.
D-004 · Capability

Modern vendor PWA

Proposed
Context
The legacy vendor mobile application is not actively maintained and may not be future-fit.
Options considered
Use legacy mobile; Build lightweight vendor PWA; Use bridge tool
Current recommendation
Build a lightweight vendor PWA after pilot scope is clear.
Reasoning
Vendor execution is strategically important and should not depend on fragile legacy paths.
Risks and trade-offs
Consumes engineering capacity before finance automation.
Next action
Confirm minimum vendor workflows.
D-005 · Implementation

Third-party bridge tool

Requires Discovery
Context
A bridge tool may help execute vendor workflows but could become another system of record.
Options considered
No bridge; Temporary execution-only bridge; Full external platform
Current recommendation
Only consider a bridge as a replaceable execution interface.
Reasoning
WorkPulse or the SAS Operational Platform should remain authoritative for jobs and history.
Risks and trade-offs
Duplicate onboarding, split evidence, sync failures and migration friction.
Next action
Define non-negotiable bridge-tool boundaries.
D-006 · Operating Model

Source of truth for jobs and fulfilment

Proposed
Context
Hands should not create a second operational job record.
Options considered
Hands owns jobs; Operational platform owns jobs; Third party owns jobs
Current recommendation
The SAS Operational Platform owns fulfilment truth.
Reasoning
It protects enterprise operations, reporting, finance and future scalability.
Risks and trade-offs
Requires integration discipline and customer-safe status translation.
Next action
Confirm what Hands can store versus reference.
D-007 · Capability

Customer identity ownership

Proposed
Context
Hands needs consumer identity; enterprise clients already exist in WorkPulse.
Options considered
Hands-owned; Shared identity; WorkPulse-owned
Current recommendation
Start with Hands-owned consumer identity and define integration boundaries.
Reasoning
The customer relationship starts before a WorkPulse job exists.
Risks and trade-offs
Future shared identity may require migration.
Next action
Define customer-profile fields for launch.
D-008 · Capability

Vendor identity ownership

Proposed
Context
Vendor identity affects onboarding, compliance, job execution and payouts.
Options considered
Operations-owned; Vendor app-owned; Shared operational capability
Current recommendation
Treat vendor identity as a shared operational capability.
Reasoning
Vendor identity should support execution, compliance and finance over time.
Risks and trade-offs
Ownership confusion could delay vendor PWA work.
Next action
Agree minimum vendor record and owner.
D-009 · Capability

Settlement and payout ownership

Proposed
Context
Marketplace finance will affect SAS, vendors, partners and customers.
Options considered
Hands-owned; WorkPulse-owned; Shared finance capability
Current recommendation
Build as a shared finance capability tied to completed operational jobs.
Reasoning
Money movement needs reliable records and auditability.
Risks and trade-offs
Manual reconciliation may be required until volume justifies automation.
Next action
Define entitlement and payout rules.
D-010 · Prioritisation

Membership timing

Deferred
Context
Membership supports retention but does not complete the first service transaction.
Options considered
Launch with membership; Design but defer; Ignore
Current recommendation
Design but defer membership.
Reasoning
Vendor enablement and marketplace finance are higher priority before membership.
Risks and trade-offs
Delaying membership may reduce launch marketing options.
Next action
Confirm membership is not a launch blocker.
D-011 · Launch

Manual launch capabilities

Proposed
Context
Some workflows can be manual if they are deliberate and captured.
Options considered
Manual allowed; Automate before launch; Remove from scope
Current recommendation
Allow manual workflows for low-volume validation.
Reasoning
Customers buy a completed service, not full automation.
Risks and trade-offs
Manual work may hide future operational cost.
Next action
List which launch workflows can remain manual.
D-012 · Prioritisation

First engineering investment

Under Discussion
Context
Hands launch, vendor experience, WorkPulse evolution and finance all compete for capacity.
Options considered
Customer launch first; Vendor first; Finance first; Platform rebuild first
Current recommendation
Start with customer launch plus minimum operational integration and reliable job completion.
Reasoning
This creates learning while keeping fulfilment connected to the operating platform.
Risks and trade-offs
Vendor and finance gaps need scheduled follow-up, not indefinite delay.
Next action
Approve Stage 0 and Stage 1 scope.
Founder Review Checklist

Download the review workbook

Use this workbook to capture agreement, alternative views, open questions, capability comments and final decisions.

Download Excel Workbook
Questions for founder review
  • Which decision should be made first?
  • Which decision requires discovery before founder alignment?
  • Which proposed status should change after founder review?
Decision required

Use the register and workbook to capture founder agreement or alternative views.

Related decision IDs: D-001, D-002, D-003, D-012

10

Context Library

Decision this chapter supports

What supporting material should founders reference without treating it as an agreed strategy?

Purpose

Move supporting material here so main chapters stay decision-focused.

Current statusProposed
Reference material, not an agreed strategy

Original Hands business vision

Includes the marketplace vision, RFQ and direct-booking models, aircon-first launch, condo programme, retail partner model, membership, Hands Guarantee, leakage control, vendor model, fixed pricing and future bidding, vendor wallet, settlement and payout concepts.

Open reference
Business-friendly summary

Current WorkPulse overview

WorkPulse already supports many operating capabilities: requests, quotes, jobs, visits, clients, properties, scheduling, staff, service reports, invoices, payments, notifications, GPS and permissions.

Operational modules and limitations

Current admin panel overview

The admin panel supports operational coordination but reflects legacy React-era workflows. Several current processes work because SAS adapted around the software, not necessarily because the product perfectly fits the future model.

Modernisation discussion

Legacy platform context

The ecosystem includes a legacy Node.js and FeathersJS backend, PostgreSQL and Sequelize, Redis and Bull queues, React 16 admin panel, enterprise portal capabilities and a vendor mobile application risk.

Supporting information

Competitor and market context

Hands is similar in category to ServisHero, but SAS has an existing operational base, field-service experience and enterprise relationships. The discussion should focus on what SAS can do credibly with its current resources.

Questions for founder review
  • Which reference should be reviewed before decisions?
  • What context is missing?
  • Which old material should remain reference-only?
Decision required

Confirm the context library is accurate and not overstating agreement.

Related decision IDs: D-001, D-003, D-005

11

Glossary

Decision this chapter supports

Do both founders share the same meaning for important terms?

Purpose

Keep language business-friendly and reduce avoidable misunderstanding.

Current statusProposed

Hands

The proposed consumer-facing SAS brand and product for customer acquisition, booking, support and future retention.

WorkPulse

The current proprietary field-service platform that powers much of SAS operations.

SAS Operational Platform

The neutral name for the shared operational foundation, currently implemented largely through WorkPulse but able to evolve over time.

Business Capability

A business function SAS needs, independent of the specific software that implements it.

Operational Stability

How reliably a capability works in current operations.

Business Fit

How well a capability supports today’s business needs.

Future Fit

How well a capability supports the future Hands, marketplace and platform direction.

Progressive Evolution

Launching Hands while selectively reusing, wrapping, enhancing, replacing and building capabilities.

Marketplace Operations

The operating model that coordinates customer demand, vendor supply, service execution and exceptions.

Fulfilment

The work required to assign, perform, complete and verify a service.

Vendor Experience

The onboarding, job execution, status, proof, support and earnings flow for vendors.

Commerce

The pricing, checkout, promotions, margin and payment behavior around a service transaction.

Vendor Entitlement

The calculation of what a vendor should earn for a completed job.

Settlement

The process of allocating revenue and obligations after a job is completed.

Vendor Payout

The movement or recording of money owed to vendors.

Ledger

An auditable record of financial events, adjustments and balances.

Guarantee

The service promise that gives customers confidence in the outcome.

Membership

A future retention model with benefits, savings, priority or bundled value.

System of Record

The authoritative place where a business fact is stored and trusted.

Manual for Launch

A workflow intentionally handled by people during early validation instead of automated immediately.

Controlled Pilot

A limited launch using trusted vendors and manual operations to validate the business loop.

Operational MVP

A launch standard with enough platform support to run more reliably beyond a small pilot.

Bridge Tool

A temporary third-party tool used only as a replaceable execution interface.

Wrap Legacy

Expose a cleaner boundary around legacy behavior without directly rebuilding it first.

Transform

Change a capability’s business rules or workflow because the business has outgrown the current shape.

Replace

Retire a capability and build or adopt a future-fit alternative.

Questions for founder review
  • Which terms are still unclear?
  • Which terms carry different meanings for each founder?
  • What should be added before the next review?
Decision required

Agree on the language used in founder discussions.

Related decision IDs: D-001