Day-by-day timeline of how the rollout actually went — milestones, near-misses, what the hyper-care window caught. With the relevant log excerpts inline so the post-mortem doesn't have to be reconstructed later. Use this template for customer retros, deal post-mortems, incident reviews, and launch debriefs.
MSA + SOW closed in 11 days from first call — fastest enterprise close to date. Kickoff call set for Mar 14.
All five key stakeholders on the call. Identified Sarah (Head of Ops) as the on-the-ground decision-maker — funnel everything through her.
Schwab OAuth completed same day. SS&C connector requested.
[2026-03-18 14:22] custodian.schwab — connection OK (15 accounts) [2026-03-18 14:24] admin.ssc — request submitted (ticket #88421)
Admin shipped 2024-vintage schema instead of current. Caught during reconciliation. Recovered with overnight remapping; no critical-path impact, but eats into Week 3 buffer.
[2026-03-25 09:14] admin.parse — err: unknown field "investor_classification" [2026-03-25 11:02] admin.parse — schema v2024.q3 detected (expected v2026.q1) [2026-03-26 18:40] admin.parse — remap applied (all 124 records)
Aspen Wealth brand applied across investor portal, advisor app, statements. Aspen logo + Tamarind primary swatch + Hawkes secondary.
Aspen runs a secondary-PE allocation desk; we built three workflows for them. ~3 days of Solutions Eng work.
14 advisors trained. 100% quiz pass rate. Recordings saved to the Aspen wiki.
Sarah signed off Friday afternoon. Punch list cleared earlier in the week. Best UAT completion to date.
During mock-trade, the rec found one fund flagged as Class A in our system but Class I at the admin. Fixed in 90 minutes — would have caused a $42K fee error if it had gone live. This is what hyper-care is for.
[2026-05-04 11:15] recon.fund_class — mismatch: Class A vs Class I (fund_id 88421) [2026-05-04 11:42] ops.aspen — flagged for review (Sarah notified) [2026-05-04 12:38] admin.confirm — Class I confirmed; correction applied [2026-05-04 12:40] recon.fund_class — resolved
Clean execution. Trade rec'd at admin in 14 min. Aspen leadership joined the live war room for the hour. Hyper-care continues through May 13.
Static HTML. Each event is a <div class="tl-event"> with optional warn / success / milestone modifiers and an optional <pre class="tl-log"> for inline logs.
Customer retros, post-mortems, deal-cycle reviews, launch debriefs, advisor onboarding journeys, fund-launch lifecycle reviews.
Deal timeline (prospect → close), advisor onboarding journey, fund launch lifecycle, drop-development retro, marketing campaign retro.