Spear AI·Monday morning analysis complete
I analyzed 24 accounts, 22 delivery signals and 6 data sources since last week. I found 4 decisions that need your attention and prepared 4 actions.
$412K
At risk exposure
Nimbus $262K + Sable $149K
4
Actions drafted, waiting on you
+1.4 pts
Utilization uplift (~$16K in idle cost redeployed) if Mitchell → CSU is approved
Decisions requiring your attention
4 Sorted by priority
1
High priority
Resolve Nimbus billing gap
$262K exposureMay delivery cost has been incurred on NC - S/4HANA Migration. No invoice has been issued.
My recommendation
Escalate this today. I found $262,377 in May delivery cost with no corresponding invoice, and I've drafted the escalation to the account PM and Finance Lead.
✓ I've drafted this — ready to send
Delivery cost incurred↓
No matching May invoice found↓
$262,377 exposure identified↓
Account PM + Finance Lead identified↓
Escalation drafted
2
High priority
Place Sofia Mitchell
Bench · 4 wks · ~$16K idleNo placement identified. Two open pipeline roles could use her: CSU - Phase 2 Rollout (9 open) or BFG - SuccessFactors Rollout (3 open).
My recommendation
Reserve Mitchell for CSU - Phase 2 Rollout. She's been on the bench 4 weeks with no placement, and CSU still needs 9 people before its July 1 kickoff — pending skill confirmation, I think this is the better fit.
✓ I've drafted the staffing memo — ready to send
3
Medium priority
Close CSU staffing gap
9 of 12 roles openCSU - Phase 2 Rollout starts July 1, five weeks out. Only 3 seats are currently named.
My recommendation
Launch internal matching and external recruiting now. CSU starts in 5 weeks and only 3 of 12 seats are staffed — waiting longer narrows your options.
✓ I've drafted the recruiting plan — ready to send
4
Medium priority
Collect overdue AR — Sable Advisory Partners
$149K · 90+ daysLargest 90+ day balance on the book. No payment plan currently on file.
My recommendation
Send the collection email today. Sable Advisory Partners is your largest 90+ day exposure and there's no payment plan on file.
✓ I've drafted the collection email — ready to send
6 more red items and 13 yellow items on the watch list — not urgent today.
Ask Spear Copilot anything
Why is utilization down this month?
Which accounts are most at risk?
Where do we stand on bench?
What's blocking the CSU rollout?
What changed since last week
Utilization
73.0%
▼ 10.0 pts
Bench
21.0%
▲ 11.7 pts
Gross Margin (YTD)
40.1%
▲ 5.1 pts
AR 45+ days
$798.8K
▲ $16.4K
Portfolio snapshot
Revenue (YTD)
$34.1M
Gross Margin (YTD)
40.1%
Utilization
73.0%
Bench
21.0%
AR 45+ Days
$798.8K
Run a what-if simulation
Example: assign Mitchell to CSU - Phase 2 Rollout
Utilization+1.4 pts
Bench-1.5 pts
Idle cost redeployed~$15,966
CSU staffing gap9 → 8 seats