Illustrative scenario. Hollister Reed LLP is a fictional firm. Ground shows its record as found; every figure after it is simulated, and none is a client's result.

Hollister Reed LLPTrusted Living Twin · Executive dashboard · A fictional firm in an illustrative scenario: simulated, not results.

What the chief executive of Hollister Reed LLP can see in one view after all five capabilities, on 14 October 2027: what AI is doing for the business, who is accountable, where the evidence is, and what is still to be decided. Choose a capability to see the same view at that point.

Begin with Ground, the AI Value & Trust Baseline · See the Twin across the five capabilities

Capability 1 of 5: Ground, 14 October 2026

Who are we, what is running, and what should we decide?

The firm's score

18 OF 100

Absentfrom the record as found

Most of what the dashboard reads is not yet on record.

4 of 10 dimensions have a state on record; 6 are unknown.

Four questions, answered from the record

What is AI doing for our business?
11 agents and 12 AI tools in use; 4 of 23 serve a goal the firm wrote down. Value against the baseline is documented (39 of 100).from the record as found
The leadership view
Who is accountable?
3 of 11 agents have a named owner; 43 of 60 open gaps have an owner. 8 agents have no owner.from the record as found
The leadership view
Where is the evidence?
0 of 300 entries checked against a second source (0 percent); the rest rest on what was observed, written down or said.from the record as found
The leadership view
What do we still need to decide?
0 decisions owed by leadership; 60 open gaps; 3 of 4 questions asked of the firm still unanswered.from the record as found
The leadership view

Critical exceptions, named

  • 8from the record as foundNo owner
    Show the 8 by name
    1. Email and memo drafting (HRL-ADV-EML-0007)
    2. Client-call transcription (HRL-ADV-TRN-0003)
    3. Management letter drafting (HRL-AUD-MLT-0002)
    4. Routine client message answering (HRL-FIN-MSG-0011)
    5. Copilot pilot license, departed user (HRL-IT-CPL-0008)
    6. Copilot pilot license, departed user (HRL-IT-CPL-0009)
    7. Prior-year return summarization (HRL-TAX-RET-0001)
    8. Rule explanation and research (HRL-TAX-RSH-0006)
  • 19from the record as foundNo business purpose on record
    Show the 19 by name
    1. Email and memo drafting (HRL-ADV-EML-0007)
    2. Client-call transcription (HRL-ADV-TRN-0003)
    3. Management letter drafting (HRL-AUD-MLT-0002)
    4. Routine client message answering (HRL-FIN-MSG-0011)
    5. Copilot pilot (HRL-IT-CPL-0005)
    6. Copilot pilot license, departed user (HRL-IT-CPL-0008)
    7. Copilot pilot license, departed user (HRL-IT-CPL-0009)
    8. Prior-year return summarization (HRL-TAX-RET-0001)
    9. Rule explanation and research (HRL-TAX-RSH-0006)
    10. Client message assistant
    11. Copilot
    12. Corvid Assistant
    13. Document summarization
    14. Meeting assistant
    15. Meeting transcription
    16. Orrin Notes (EMP-0142)
    17. Orrin Notes (EMP-0267)
    18. Tessellate Slides (EMP-0012)
    19. Tessellate Slides (EMP-0350)

Not yet on record: a consequential action with no deterministic stop, and data used beyond its permissions. A critical exception is named here whatever the score is; no average hides it.

The ten dimensions

  1. 1 Organizational context and business alignment 16

    unknownfrom the record as found 34 items on record: 1 operating, 14 documented, 19 with nothing found. The firm's written goals and drivers, and whether each AI in use serves one of them.

  2. 2 Business value and financial baseline 39

    documentedfrom the record as found 12 items on record: 2 operating, 10 documented. The frozen baselines, the latest value of each measure, and the gains the sponsor has signed for.

  3. 3 AI-system inventory and coverage 39

    documentedfrom the record as found 31 items on record: 5 operating, 26 documented. The agents and AI tools on the register and the vendors that supply them, counted from what a person pointed to.

  4. 4 Data fitness and contextual integrity 28

    documentedfrom the record as found 13 items on record: 11 documented, 2 with nothing found. The data assets on record and the judgments on the Data pillar.

  5. 5 Agent identity, authority and accountability 6

    unknownfrom the record as found 16 items on record: 3 documented, 13 with nothing found. Whether each agent has a named owner, and the judgments on the Identity pillar.

  6. 6 Human oversight and intervention 0

    unknownfrom the record as found 16 items on record: 16 with nothing found. Whether each agent's human checkpoints are on record, and the judgments on the Action pillar.

  7. 7 Reliability and deterministic controls 0

    unknownfrom the record as found 5 items on record: 5 with nothing found. The judgments on the Orchestration pillar.

  8. 8 Security, technology and resilience 7

    unknownfrom the record as found 5 items on record: 1 documented, 4 with nothing found. The judgments on the Infrastructure pillar.

  9. 9 Evidence confidence, transparency and explainability 41

    documentedfrom the record as found 300 items on record: 67 operating, 233 documented. Every entry of the record and every measured value, by how well it is supported.

  10. 10 Business sovereignty, portability and durability 0

    unknownfrom the record as found Nothing on record yet. No test of independent exit or portability is on record yet.

The five pillars and three signatures, from the instrument

  • 1.0Identity5 of 5 judged
  • 1.6Data5 of 5 judged
  • 1.2Infrastructure5 of 5 judged
  • 1.0Action5 of 5 judged
  • 1.0Orchestration5 of 5 judged

Trust posture: 1.2, Absent.from the record as found Each pillar is judged on the instrument's scale of 1 to 5.

  • Self-describing: 1.1 of 5, from 9 of 9 judged
  • Self-reporting: 1.2 of 5, from 10 of 10 judged
  • Self-governing: 1.2 of 5, from 6 of 6 judged

Value against the baseline

Baseline frozen
8 October 2026 and 9 October 2026from the record as found
Change since baseline
not yet measured againfrom the record as found
Drivers the sponsor signed
0 of 5from the record as found

Every result is change since baseline. The twin makes no claim about what caused it.

Every value figure is change since a dated baseline, and the twin makes no claim about what caused it. A figure the firm has not observed is expected, never achieved.

Decisions leadership owes

No decision is recorded as owed by leadership at this point.

The season: the score at each capability

100500 18 Ground 19 Align 23 Plan 46 Build 53 Keep

A filled point is the record as found; a hollow point is simulated.

How the record is supported

0 percent of 300 entries checked against a second source.from the record as found

Capability 2 of 5: Align, 11 November 2026

Which of our AI serves a goal we wrote down, and which serves none?

The firm's score

19 OF 100

Absentsimulated

Most of what the dashboard reads is not yet on record.

5 of 10 dimensions have a state on record; 5 are unknown.

Four questions, answered from the record

What is AI doing for our business?
11 agents and 12 AI tools in use; 13 of 23 serve a goal the firm wrote down. Value against the baseline is documented (39 of 100).simulated
The leadership view
Who is accountable?
3 of 11 agents have a named owner; 39 of 56 open gaps have an owner. 8 agents have no owner.simulated
The leadership view
Where is the evidence?
15 of 296 entries checked against a second source (5 percent); the rest rest on what was observed, written down or said.simulated
The leadership view
What do we still need to decide?
1 decision owed by leadership; 56 open gaps; 3 of 4 questions asked of the firm still unanswered.simulated
The leadership view

Critical exceptions, named

  • 8simulatedNo owner
    Show the 8 by name
    1. Email and memo drafting (HRL-ADV-EML-0007)
    2. Client-call transcription (HRL-ADV-TRN-0003)
    3. Management letter drafting (HRL-AUD-MLT-0002)
    4. Routine client message answering (HRL-FIN-MSG-0011)
    5. Copilot pilot license, departed user (HRL-IT-CPL-0008)
    6. Copilot pilot license, departed user (HRL-IT-CPL-0009)
    7. Prior-year return summarization (HRL-TAX-RET-0001)
    8. Rule explanation and research (HRL-TAX-RSH-0006)
  • 10simulatedNo business purpose on record
    Show the 10 by name
    1. Routine client message answering (HRL-FIN-MSG-0011)
    2. Copilot pilot license, departed user (HRL-IT-CPL-0008)
    3. Copilot pilot license, departed user (HRL-IT-CPL-0009)
    4. Rule explanation and research (HRL-TAX-RSH-0006)
    5. Client message assistant
    6. Document summarization
    7. Orrin Notes (EMP-0142)
    8. Orrin Notes (EMP-0267)
    9. Tessellate Slides (EMP-0012)
    10. Tessellate Slides (EMP-0350)

Not yet on record: a consequential action with no deterministic stop, and data used beyond its permissions. A critical exception is named here whatever the score is; no average hides it.

The ten dimensions

  1. 1 Organizational context and business alignment 25

    documentedsimulated 34 items on record: 1 operating, 23 documented, 10 with nothing found. The firm's written goals and drivers, and whether each AI in use serves one of them.

  2. 2 Business value and financial baseline 39

    documentedsimulated 12 items on record: 2 operating, 10 documented. The frozen baselines, the latest value of each measure, and the gains the sponsor has signed for.

  3. 3 AI-system inventory and coverage 41

    documentedsimulated 31 items on record: 1 demonstrated, 5 operating, 25 documented. The agents and AI tools on the register and the vendors that supply them, counted from what a person pointed to.

  4. 4 Data fitness and contextual integrity 28

    documentedsimulated 13 items on record: 11 documented, 2 with nothing found. The data assets on record and the judgments on the Data pillar.

  5. 5 Agent identity, authority and accountability 6

    unknownsimulated 16 items on record: 3 documented, 13 with nothing found. Whether each agent has a named owner, and the judgments on the Identity pillar.

  6. 6 Human oversight and intervention 0

    unknownsimulated 16 items on record: 16 with nothing found. Whether each agent's human checkpoints are on record, and the judgments on the Action pillar.

  7. 7 Reliability and deterministic controls 0

    unknownsimulated 5 items on record: 5 with nothing found. The judgments on the Orchestration pillar.

  8. 8 Security, technology and resilience 7

    unknownsimulated 5 items on record: 1 documented, 4 with nothing found. The judgments on the Infrastructure pillar.

  9. 9 Evidence confidence, transparency and explainability 44

    documentedsimulated 296 items on record: 15 demonstrated, 63 operating, 218 documented. Every entry of the record and every measured value, by how well it is supported.

  10. 10 Business sovereignty, portability and durability 0

    unknownsimulated Nothing on record yet. No test of independent exit or portability is on record yet.

The five pillars and three signatures, from the instrument

  • 1.0Identity5 of 5 judged
  • 1.6Data5 of 5 judged
  • 1.2Infrastructure5 of 5 judged
  • 1.0Action5 of 5 judged
  • 1.0Orchestration5 of 5 judged

Trust posture: 1.2, Absent.simulated Each pillar is judged on the instrument's scale of 1 to 5.

  • Self-describing: 1.1 of 5, from 9 of 9 judged
  • Self-reporting: 1.2 of 5, from 10 of 10 judged
  • Self-governing: 1.2 of 5, from 6 of 6 judged

Value against the baseline

Baseline frozen
8 October 2026 and 9 October 2026simulated
Change since baseline
not yet measured againsimulated
Drivers the sponsor signed
0 of 5simulated

Every result is change since baseline. The twin makes no claim about what caused it.

Every value figure is change since a dated baseline, and the twin makes no claim about what caused it. A figure the firm has not observed is expected, never achieved.

Decisions leadership owes

  1. Approve or retire the four AI subscriptions paid on company cards that serve no written goal. Owner: Elaine Marsh.

The season: the score at each capability

100500 18 Ground 19 Align 23 Plan 46 Build 53 Keep

A filled point is the record as found; a hollow point is simulated.

How the record is supported

5 percent of 296 entries checked against a second source.simulated

Capability 3 of 5: Plan, 9 December 2026

Who closes each gap, by when, and under which controls?

The firm's score

23 OF 100

Declaredsimulated

The record is mostly written down or said; little of it is seen in systems or checked.

6 of 10 dimensions have a state on record; 4 are unknown.

Four questions, answered from the record

What is AI doing for our business?
9 agents and 12 AI tools in use; 13 of 21 serve a goal the firm wrote down. Value against the baseline is documented (39 of 100).simulated
The leadership view
Who is accountable?
9 of 9 agents have a named owner; 50 of 50 open gaps have an owner.simulated
The leadership view
Where is the evidence?
72 of 292 entries checked against a second source (25 percent); the rest rest on what was observed, written down or said.simulated
The leadership view
What do we still need to decide?
2 decisions owed by leadership; 50 open gaps; 1 of 4 questions asked of the firm still unanswered.simulated
The leadership view

Critical exceptions, named

  • 0simulatedNo owner No critical exception of this kind is on record.
  • 8simulatedNo business purpose on record
    Show the 8 by name
    1. Routine client message answering (HRL-FIN-MSG-0011)
    2. Rule explanation and research (HRL-TAX-RSH-0006)
    3. Client message assistant
    4. Document summarization
    5. Orrin Notes (EMP-0142)
    6. Orrin Notes (EMP-0267)
    7. Tessellate Slides (EMP-0012)
    8. Tessellate Slides (EMP-0350)

Not yet on record: a consequential action with no deterministic stop, and data used beyond its permissions. A critical exception is named here whatever the score is; no average hides it.

The ten dimensions

  1. 1 Organizational context and business alignment 26

    documentedsimulated 32 items on record: 1 operating, 23 documented, 8 with nothing found. The firm's written goals and drivers, and whether each AI in use serves one of them.

  2. 2 Business value and financial baseline 39

    documentedsimulated 12 items on record: 2 operating, 10 documented. The frozen baselines, the latest value of each measure, and the gains the sponsor has signed for.

  3. 3 AI-system inventory and coverage 57

    documentedsimulated 29 items on record: 8 demonstrated, 5 operating, 16 documented. The agents and AI tools on the register and the vendors that supply them, counted from what a person pointed to.

  4. 4 Data fitness and contextual integrity 28

    documentedsimulated 13 items on record: 11 documented, 2 with nothing found. The data assets on record and the judgments on the Data pillar.

  5. 5 Agent identity, authority and accountability 21

    documentedsimulated 14 items on record: 9 documented, 5 with nothing found. Whether each agent has a named owner, and the judgments on the Identity pillar.

  6. 6 Human oversight and intervention 0

    unknownsimulated 14 items on record: 14 with nothing found. Whether each agent's human checkpoints are on record, and the judgments on the Action pillar.

  7. 7 Reliability and deterministic controls 0

    unknownsimulated 5 items on record: 5 with nothing found. The judgments on the Orchestration pillar.

  8. 8 Security, technology and resilience 7

    unknownsimulated 5 items on record: 1 documented, 4 with nothing found. The judgments on the Infrastructure pillar.

  9. 9 Evidence confidence, transparency and explainability 56

    documentedsimulated 292 items on record: 72 demonstrated, 57 operating, 163 documented. Every entry of the record and every measured value, by how well it is supported.

  10. 10 Business sovereignty, portability and durability 0

    unknownsimulated Nothing on record yet. No test of independent exit or portability is on record yet.

The five pillars and three signatures, from the instrument

  • 1.0Identity5 of 5 judged
  • 1.6Data5 of 5 judged
  • 1.2Infrastructure5 of 5 judged
  • 1.0Action5 of 5 judged
  • 1.0Orchestration5 of 5 judged

Trust posture: 1.2, Absent.simulated Each pillar is judged on the instrument's scale of 1 to 5.

  • Self-describing: 1.1 of 5, from 9 of 9 judged
  • Self-reporting: 1.2 of 5, from 10 of 10 judged
  • Self-governing: 1.2 of 5, from 6 of 6 judged

Value against the baseline

Baseline frozen
8 October 2026 and 9 October 2026simulated
Change since baseline
not yet measured againsimulated
Drivers the sponsor signed
0 of 5simulated

Every result is change since baseline. The twin makes no claim about what caused it.

Every value figure is change since a dated baseline, and the twin makes no claim about what caused it. A figure the firm has not observed is expected, never achieved.

Decisions leadership owes

  1. Approve or retire the four AI subscriptions paid on company cards that serve no written goal. Owner: Elaine Marsh.
  2. Fund firm-approved AI accounts for the tax practice before the busy season. Owner: Elaine Marsh.

The season: the score at each capability

100500 18 Ground 19 Align 23 Plan 46 Build 53 Keep

A filled point is the record as found; a hollow point is simulated.

How the record is supported

25 percent of 292 entries checked against a second source.simulated

Capability 4 of 5: Build, 10 March 2027

Is the plan being carried out?

The firm's score

46 OF 100

Reportedsimulated

Much of the record is seen in logs, ledgers or systems, and some of it is checked against a second source.

8 of 10 dimensions have a state on record; 2 are unknown.

Four questions, answered from the record

What is AI doing for our business?
9 agents and 8 AI tools in use; 13 of 17 serve a goal the firm wrote down. Value against the baseline is demonstrated (95 of 100).simulated
The leadership view
Who is accountable?
9 of 9 agents have a named owner; 32 of 32 open gaps have an owner.simulated
The leadership view
Where is the evidence?
144 of 278 entries checked against a second source (52 percent); the rest rest on what was observed, written down or said.simulated
The leadership view
What do we still need to decide?
1 decision owed by leadership; 32 open gaps; 0 of 4 questions asked of the firm still unanswered.simulated
The leadership view

Critical exceptions, named

  • 0simulatedNo owner No critical exception of this kind is on record.
  • 4simulatedNo business purpose on record
    Show the 4 by name
    1. Routine client message answering (HRL-FIN-MSG-0011)
    2. Rule explanation and research (HRL-TAX-RSH-0006)
    3. Client message assistant
    4. Document summarization

Not yet on record: a consequential action with no deterministic stop, and data used beyond its permissions. A critical exception is named here whatever the score is; no average hides it.

The ten dimensions

  1. 1 Organizational context and business alignment 30

    documentedsimulated 28 items on record: 1 operating, 23 documented, 4 with nothing found. The firm's written goals and drivers, and whether each AI in use serves one of them.

  2. 2 Business value and financial baseline 95

    demonstratedsimulated 13 items on record: 12 demonstrated, 1 documented. The frozen baselines, the latest value of each measure, and the gains the sponsor has signed for.

  3. 3 AI-system inventory and coverage 52

    documentedsimulated 23 items on record: 6 demonstrated, 1 operating, 16 documented. The agents and AI tools on the register and the vendors that supply them, counted from what a person pointed to.

  4. 4 Data fitness and contextual integrity 44

    documentedsimulated 13 items on record: 4 operating, 9 documented. The data assets on record and the judgments on the Data pillar.

  5. 5 Agent identity, authority and accountability 40

    documentedsimulated 14 items on record: 3 operating, 11 documented. Whether each agent has a named owner, and the judgments on the Identity pillar.

  6. 6 Human oversight and intervention 17

    unknownsimulated 14 items on record: 2 operating, 3 documented, 9 with nothing found. Whether each agent's human checkpoints are on record, and the judgments on the Action pillar.

  7. 7 Reliability and deterministic controls 53

    operatingsimulated 5 items on record: 3 operating, 2 documented. The judgments on the Orchestration pillar.

  8. 8 Security, technology and resilience 53

    operatingsimulated 5 items on record: 3 operating, 2 documented. The judgments on the Infrastructure pillar.

  9. 9 Evidence confidence, transparency and explainability 72

    demonstratedsimulated 278 items on record: 144 demonstrated, 33 operating, 101 documented. Every entry of the record and every measured value, by how well it is supported.

  10. 10 Business sovereignty, portability and durability 0

    unknownsimulated Nothing on record yet. No test of independent exit or portability is on record yet.

The five pillars and three signatures, from the instrument

  • 2.6Identity5 of 5 judged
  • 2.8Data5 of 5 judged
  • 2.6Infrastructure5 of 5 judged
  • 2.4Action5 of 5 judged
  • 2.6Orchestration5 of 5 judged

Trust posture: 2.6, Declared.simulated Each pillar is judged on the instrument's scale of 1 to 5.

  • Self-describing: 3.0 of 5, from 9 of 9 judged
  • Self-reporting: 2.4 of 5, from 10 of 10 judged
  • Self-governing: 2.3 of 5, from 6 of 6 judged

Value against the baseline

Baseline frozen
8 October 2026 and 9 October 2026simulated
Change since baseline
6 of 10 measures changed since baselinesimulated
Drivers the sponsor signed
1 of 5simulated

Gross margin: +0.8 percentage points since baseline.

Revenue per employee: +$8,021 since baseline.

Audit report cycle time: -1.1 days since baseline.

Client onboarding cycle time: -0.8 days since baseline.

Return preparation cycle time: -0.8 days since baseline.

Client churn: -0.5 percentage points since baseline.

Every result is change since baseline. The twin makes no claim about what caused it.

Every value figure is change since a dated baseline, and the twin makes no claim about what caused it. A figure the firm has not observed is expected, never achieved.

Decisions leadership owes

  1. Accept the residual risk from client documents uploaded before the matrix, or commission a review of them. Owner: Elaine Marsh.

The season: the score at each capability

100500 18 Ground 19 Align 23 Plan 46 Build 53 Keep

A filled point is the record as found; a hollow point is simulated.

How the record is supported

52 percent of 278 entries checked against a second source.simulated

Capability 5 of 5: Keep, 14 October 2027

Does the record stay true as AI changes?

The firm's score

53 OF 100

Reportedsimulated

Much of the record is seen in logs, ledgers or systems, and some of it is checked against a second source.

8 of 10 dimensions have a state on record; 2 are unknown.

Four questions, answered from the record

What is AI doing for our business?
9 agents and 9 AI tools in use; 13 of 18 serve a goal the firm wrote down. Value against the baseline is demonstrated (75 of 100).simulated
The leadership view
Who is accountable?
9 of 9 agents have a named owner; 34 of 35 open gaps have an owner.simulated
The leadership view
Where is the evidence?
206 of 288 entries checked against a second source (72 percent); the rest rest on what was observed, written down or said.simulated
The leadership view
What do we still need to decide?
3 decisions owed by leadership; 35 open gaps; 0 of 4 questions asked of the firm still unanswered.simulated
The leadership view

Critical exceptions, named

  • 0simulatedNo owner No critical exception of this kind is on record.
  • 5simulatedNo business purpose on record
    Show the 5 by name
    1. Routine client message answering (HRL-FIN-MSG-0011)
    2. Rule explanation and research (HRL-TAX-RSH-0006)
    3. Client message assistant
    4. Document summarization
    5. Halden Notes (EMP-0419)

Not yet on record: a consequential action with no deterministic stop, and data used beyond its permissions. A critical exception is named here whatever the score is; no average hides it.

The ten dimensions

  1. 1 Organizational context and business alignment 55

    documentedsimulated 29 items on record: 12 demonstrated, 12 documented, 5 with nothing found. The firm's written goals and drivers, and whether each AI in use serves one of them.

  2. 2 Business value and financial baseline 75

    demonstratedsimulated 16 items on record: 10 demonstrated, 6 documented. The frozen baselines, the latest value of each measure, and the gains the sponsor has signed for.

  3. 3 AI-system inventory and coverage 73

    demonstratedsimulated 25 items on record: 14 demonstrated, 2 operating, 9 documented. The agents and AI tools on the register and the vendors that supply them, counted from what a person pointed to.

  4. 4 Data fitness and contextual integrity 46

    documentedsimulated 13 items on record: 5 operating, 8 documented. The data assets on record and the judgments on the Data pillar.

  5. 5 Agent identity, authority and accountability 45

    documentedsimulated 14 items on record: 5 operating, 9 documented. Whether each agent has a named owner, and the judgments on the Identity pillar.

  6. 6 Human oversight and intervention 21

    unknownsimulated 14 items on record: 4 operating, 1 documented, 9 with nothing found. Whether each agent's human checkpoints are on record, and the judgments on the Action pillar.

  7. 7 Reliability and deterministic controls 67

    operatingsimulated 5 items on record: 5 operating. The judgments on the Orchestration pillar.

  8. 8 Security, technology and resilience 60

    operatingsimulated 5 items on record: 4 operating, 1 documented. The judgments on the Infrastructure pillar.

  9. 9 Evidence confidence, transparency and explainability 84

    demonstratedsimulated 288 items on record: 206 demonstrated, 25 operating, 57 documented. Every entry of the record and every measured value, by how well it is supported.

  10. 10 Business sovereignty, portability and durability 0

    unknownsimulated Nothing on record yet. No test of independent exit or portability is on record yet.

The five pillars and three signatures, from the instrument

  • 3.2Identity5 of 5 judged
  • 3.4Data5 of 5 judged
  • 2.8Infrastructure5 of 5 judged
  • 3.0Action5 of 5 judged
  • 3.2Orchestration5 of 5 judged

Trust posture: 3.1, Reported.simulated Each pillar is judged on the instrument's scale of 1 to 5.

  • Self-describing: 3.4 of 5, from 9 of 9 judged
  • Self-reporting: 3.0 of 5, from 10 of 10 judged
  • Self-governing: 2.8 of 5, from 6 of 6 judged

Value against the baseline

Baseline frozen
8 October 2026 and 9 October 2026simulated
Change since baseline
6 of 10 measures changed since baselinesimulated
Drivers the sponsor signed
2 of 5simulated

Gross margin: +0.8 percentage points since baseline.

Revenue per employee: +$8,021 since baseline.

Audit report cycle time: -1.1 days since baseline.

Client onboarding cycle time: -0.8 days since baseline.

Return preparation cycle time: -0.5 days since baseline.

Client churn: -0.5 percentage points since baseline.

Every result is change since baseline. The twin makes no claim about what caused it.

Every value figure is change since a dated baseline, and the twin makes no claim about what caused it. A figure the firm has not observed is expected, never achieved.

Decisions leadership owes

  1. Fund an independent test of the Copilot controls before the next insurance renewal. Owner: Elaine Marsh.
  2. Accept the residual risk from client documents uploaded before the matrix, or commission a review of them. Owner: Elaine Marsh.
  3. Approve or retire the note-taking service found in the September 2027 ledger, and name its owner. Owner: Elaine Marsh.

The season: the score at each capability

100500 18 Ground 19 Align 23 Plan 46 Build 53 Keep

A filled point is the record as found; a hollow point is simulated.

How the record is supported

72 percent of 288 entries checked against a second source.simulated