Prepare customer or executive business reviews with outcome tracking, adoption health, ROI narrative, risks, commitments, and next-quarter plan using customer success and CX frameworks. Use when teams need QBRs, success plans, churn-risk conversations, or executive account reviews. Do not use for generic slide beautification or cold outreach prospecting.
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Build a review pack that turns account data into a value and renewal conversation.
| Check | Question |
|---|---|
| Correctness | Are formulas, aggregations, and statistical methods applied correctly? |
| Completeness | Does the analysis cover all requested metrics and time ranges? |
| Context-fit | Are the chosen metrics relevant to the business question being answered? |
| Consequence | If this data were used for a decision today, what blind spots remain? |
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Design rigorous A/B test plans with hypothesis, sample size calculation, Minimum Detectable Effect (MDE), randomization strategy, and decision rules. Includes guardrail metrics and rollout playbook. Use when planning product experiments, conversion optimization, or data-driven feature decisions.
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Review REST and GraphQL API designs for consistency, usability, and best practices. Covers naming conventions, versioning strategy, error format, pagination, authentication patterns, and breaking change detection. Use when reviewing API specs, designing new APIs, or auditing existing endpoints.
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Write Architecture Decision Records (ADRs) following the Michael Nygard format. Captures context, options considered, decision rationale, and consequences. Use when making technology choices, framework selections, or any architectural decision that future developers need to understand.
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Assess organizational readiness for financial audits (internal or external). Map assertions to account balances, check evidence completeness, score readiness using a Red/Amber/Green framework, and generate a remediation timeline. Aligned with SOX, IFRS, and GAAP audit standards. Use before scheduled audits or when preparing for first-time compliance.
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Design safe recurring Codex automations with clear prompts, outputs, schedules, and gating rules.
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Refine Product Backlog Items to meet INVEST criteria. Write User Stories with Acceptance Criteria in Given/When/Then format, estimate with Story Points, and flag dependencies. Use before sprint planning when backlog items need grooming. Do not use to prioritize the backlog — that is the Product Owner's decision.
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