SW
Sam WhitakerResponsible · Onboarding redesign
Onboarding pilot is live for two sites. Offboarding waits on one access decision from IT.
Read by Grace Liu, executive sponsor · 9:14 AM
The system business transformation runs in
One system.
Different points of view.
Elumri replaces the spreadsheets, trackers, status decks and email chains behind a transformation program with one living record. The person doing the work, the person running the program and the executive each see it shaped for them, and nothing is ever typed twice.
One record per projectRole-shaped viewsSource-linked AI
You owe · Thursday
Weekly status for Onboarding redesign
Most of it is already filled in from the plan. Add your status tweet and what gets it back to green.
#6Map the transfer approval stepsOct 30
1.2Day-one equipment requestOn track
Closes one open obligation
Needs attention
Two updates are late and one gate is waiting on you
You see where work is stuck, not a spreadsheet to rebuild.
Plan gate · HRIS integrationIn review
Offboarding and access removalAt risk
Benefits Enrollment RefreshUpdate 8 days old
Sorted by what blocks the most
Executive brief
People Operations is amber: offboarding slipped two weeks
Every line opens to the project and the team's own words. No deck needed.
People Operations FoundationsAmber
Service Desk ExcellenceRed
Store Operations ReadinessGreen
Opening it tells them it landed
Same record · role-shaped presentation
01 · Why Elumri
The same facts get typed three times. Nobody trusts any of them.
Teams update their trackers. Someone copies that into the portfolio spreadsheet. Someone else rebuilds it all into a deck for the executives, and it is out of date before it is presented. Elumri makes the project the only place work is entered. Everything else is a view.
From (today)
To (with Elumri)
Weekly updates written into a voidNobody confirms they were read
Updates with a read receiptThe writer sees who opened it
A portfolio spreadsheet full of broken formulasRetyped from every project
A portfolio that fills itselfComputed from the projects, always current
A status deck rebuilt by hand every weekHours of copying for one meeting
The live screen is the reportDecks generated from the record when you need one
Intake requests that disappear after you submit themA form disconnected from what happens next
A front door you can trackFrom request to decision to project
Decisions buried in meeting notes and inboxesWho decided, and when, is anyone's guess
Decisions are records with ownersWho, when, and the evidence at the time
02 · The idea
One motion closes both ends.
The person doing the work writes into a void. The executive can't read the raw tracker, so someone rebuilds it. Same missing link. In Elumri, when a leader opens a team's actual words, that act is the team's read receipt.
GL
Grace LiuExecutive sponsor · Monday review
- AmberPeople Operations Foundations
- GreenOnboarding redesignOpen update
- AmberOffboarding and access removal
Nothing is typed twice
The project is the only place work is entered. The portfolio, the report and the deck are views of it.
Health is computed, words are human
Status rolls up from the facts. The narrative is always the team's own, kept verbatim.
Everyone knows it landed
Updates, requests and decisions show who read them. Nothing disappears into a void.
03 · How it works
From an idea to results, with a record at every step.
Work moves through clear stages. A stage changes only through a gate review, so every step has a recorded decision: who made it, when, and what evidence they had.
1
Request
Anyone submits an idea with guided help.
Tracked like a parcel2
Triage
The program office checks it and sets the agenda.
G
Decision
Approve, decline or backlog, with a reason.
Gate3
Think
Frame the problem and the charter.
4
Research
Options and a first estimate.
G
Plan
Full plan, KPIs and budget.
Baseline locks5
Implement
Work the plan, weekly status, decisions.
G
Harvest
Benefits against the case, then close.
GateGates check the evidence, not a form. Each stage lists what it needs before it can close. If cost, scope or schedule drifts more than 10% from the baseline, Elumri flags it for review. The work keeps moving; the drift is never hidden.
04 · The plan is the backbone
One plan per project. Slippage shows up and is never overwritten.
Stages, milestones and tasks live on one plan. Once the plan is approved it is baselined, so the original and current dates sit side by side. Decisions, risks and updates all point at the plan.
Employee Lifecycle Modernization1.1 · Implement · Accountable: Priya Raman
At riskNext milestoneOct 9
Overdue0
Complete55%
Baseline setAug 3
Work
JulAugSepOctNovDec
Stage · Plan
Stage · Implement
Onboarding redesign
New-hire checklist
Day-one equipment
Offboarding and access
Internal transfers
Planned workDoneBaselineSlipped past baseline
Computed, not reported
Next milestone, overdue work and slippage come from the plan itself.
Four views of one plan
Gantt, list, board, and "this week". Change it in one and it changes everywhere.
Portfolio for free
Every project's stages roll up by initiative into a portfolio view that is always correct.
05 · Accountability
Everyone knows their part, and their home screen shows it.
Each project names who is accountable, who does the work, who is consulted and who is kept informed. That role decides what each person is asked for, so nobody configures a dashboard.
A
Accountable
Owns the outcome. Sees decisions and gates waiting on them.
R
Responsible
Does the work. Sees tasks due, the status to write, the next gate.
C
Consulted
Asked before action. Sees what is waiting for their input.
I
Informed
Kept in the loop. A quiet feed, read when they want.
#6Map the transfer approval stepsAction assigned to you · Due Oct 30Open
1.2Benefits Enrollment RefreshWeekly status due ThursdayWrite update
CRetire the paper offboarding checklist?Your input is requested · Due Oct 7Weigh in
Plan gate approved · HRIS integrationDecision recorded by Grace Liu · YesterdayView
Onboarding redesign moved to greenUpdate from Lena Brooks · MondayRead
New risk on payroll cutoverLogged by Priya Raman · Sep 24View
Owed, asked and informed are worked out from each person's role on each piece of work.
Doer · project lead
What do I owe?One next action, its due date, and a direct way to respond.
Lands on: My Work
Program office
Where is work stuck?Intake and gate queues, late updates and portfolio health, without retyping anything.
Lands on: the queue
Executive
What changed?Initiatives at a glance. Every line opens to the project and the team's own words.
Lands on: the portfolio
Requester
Where is my idea?Every request can be followed from submission to decision to project.
Lands on: my requests
Board and sponsors
What did we commit to?Published period reports, frozen so you can always see what was reported and when.
Lands on: period reports
Consultants
Which client today?Move between client engagements with the same tools, kept strictly separate.
Lands on: engagements
06 · Source-linked AI
AI speaks for you. Never over you.
AI in Elumri is a labeled lens over the record, never a replacement for it. Every claim links back to the exact words it came from, and the human record stays intact.
AI SUMMARYSource-linked
Onboarding is on track. The only open question is who owns account removal after an employee leaves.1
1
Weekly update · Offboarding and access removal
"The steps are clear. The ownership after handoff is not."
Human source kept verbatim · version 1AI-written content is always labeled. Every claim resolves to a source you are allowed to see.
- Every line links to its source
Summaries point to the exact version of the words they came from.
- Sees only what you can see
AI works through the same permissions as you. There is no back door.
- Drafts, never overwrites
AI can draft an update for you to accept. It cannot change what a person wrote.
- Bring your own assistant
Connect the AI assistant you already use to your Elumri workspace, signed in as you.
07 · Trust
Built so the wrong person never sees the wrong thing.
Access is enforced in the database itself, not just hidden in the interface. Every record is checked against your role before it leaves the system.
Passkey sign-in
Sign in with your device. No password to phish or reuse.
Engagements are isolated
Work in one client engagement is invisible to every other, down to the row.
Human words are permanent
The original text is kept. Edits keep their history, so nothing is quietly rewritten.
Confidential stays confidential
Restricted work shows as a locked row. People know it exists without seeing inside.
Every decision is recorded
Approvals and stage changes keep who, when, and the evidence at the time.
Works on its own
No required integrations. Elumri is complete by itself; connections are a bonus.
Now onboarding pilots
Run your next transformation program in Elumri.
We are starting with a small number of programs. Each pilot is set up on a realistic example first, then your real projects move in once your team is comfortable.
Pilots are by invitation.
Every pilot includes
- A complete workspace for one client engagement
- Plans, decisions, accountability and weekly status
- Intake, gate reviews and a live portfolio
- A built-in learning center for every feature
- Guided import of your existing trackers