Northstar EV Infrastructure
EV Infrastructure Workspace
Sarah Miller
Owner
Production Readiness
Review demo completion, integration readiness, approval controls, and production blockers before connecting a real client environment.
12
Demo Modules Ready
Fully built in demo mode
5
Production Blockers
Must resolve before go-live
7
Verification Items
Customer confirmation needed
0
Live Integrations
No external systems connected
0
External Writes Enabled
Writes disabled by default
Readiness Score
Visual assessment of completion across readiness dimensions.
Scores reflect demo-mode assessment only. Production and external integration scores will update after customer tenant, scopes, and templates are connected.
Module Readiness
Per-module status showing demo readiness, production readiness, blockers, and next steps.
| Module | Status | Demo Ready | Production Ready | Blocker | Next Step |
|---|---|---|---|---|---|
| Owner Preview | Demo Ready | Yes | No | None | Validate briefing data |
| Growth | Demo Ready | Yes | No | None | Verify growth assumptions |
| Opportunities | Demo Ready | Yes | No | None | Validate opportunity pipeline |
| Proposals | Demo Ready | Yes | No | Template not uploaded | Upload approved PPTX template |
| Deliverables | Demo Ready | Yes | No | External delivery disabled | Configure delivery workflow |
| Brand Kit | Demo Ready | Yes | No | None | Ingest customer brand assets |
| Brand Assets | Demo Ready | Yes | No | None | Ingest customer brand assets |
| Template Ingestion | Demo Ready | Yes | No | Template not uploaded | Upload approved PPTX template |
| Daily Report | Demo Ready | Yes | No | Source not authorized | Configure report source |
| Data Sources | Demo Ready | Yes | No | Source not authorized | Authorize Smartsheet provider |
| Export Center | Demo Ready | Yes | No | None | Validate export formats |
| Audit Trail | Demo Ready | Yes | No | None | Map approval roles |
| Admin Settings | Demo Ready | Yes | No | None | Review guardrails |
| Integration Config | Demo Ready | Yes | No | Tenant not connected | Connect M365 tenant |
| Microsoft 365 Readiness | Demo Ready | Yes | No | Tenant not connected | Verify M365 licensing |
| Permissions | Demo Ready | Yes | No | Roles not mapped | Map real user roles |
Production Blockers
Items that must be resolved before a real customer environment can be connected.
Microsoft 365 tenant not connected
No Graph scopes, tenant admin, or service principal configured
SharePoint folders not mapped
Proposal save, brand asset storage, and deliverable folders not created
Smartsheet source not authorized
No OAuth token, sheet ID, or daily report column mapping
Client-approved template not uploaded
No PPTX template ingested for proposal generation
Approval roles not mapped to real users
Demo users simulate approval; real identities needed
External delivery disabled
Email, Teams, and SharePoint delivery flows are off
Production writebacks disabled
Smartsheet and file writebacks are locked
Verification Checklist
Items to confirm before moving from demo to production for this workspace.
Confirm customer Microsoft 365 licensing
Confirm Microsoft 365 Copilot licensing path
Confirm tenant admin approval
Confirm delegated Graph scopes
Confirm SharePoint folder structure
Confirm Smartsheet plan/API access or daily report file path
Confirm approved PowerPoint templates
Confirm brand kit assets
Confirm approval authorities
Confirm external LLM policy
Confirm data retention/logging policy
Confirm final delivery workflow
Demo mode: All items are unchecked by design. Verification begins during customer discovery. No real customer data has been accessed.
Implementation Roadmap
Phased path from demo finalization to controlled production.
Demo Finalization
Customer Discovery
Safe Connection
Controlled Production
Production Mode Decision
Select the appropriate operating mode based on customer readiness and admin approval.
Recommended until customer access is approved.
Microsoft 365/Smartsheet reads only, no writes.
Drafts and package assembly with human approval.
Only after admin approval, scopes, folders, roles, audit policy, and write gates are configured.
Current mode: Demo Only. This workspace does not connect to any external systems. All data is fictional. The recommended path is to stay in demo mode until customer access is approved, then progress through read-only pilot and approval-gated pilot before reaching production.
Risks
Key risks to mitigate before production.
Controls
Safety controls in place to mitigate risks.
Supporting Agents
4Executive Assistant
Workspace command support and executive summary assistant
Compliance / NDA Guardrail
Sensitive data, approval, and external delivery guardrail
Data Source Coordinator
Data source and system-of-record readiness assistant
Export Coordinator
Proposal package export and delivery readiness assistant
Demo Mode Safety
This production readiness dashboard is a demo planning tool. No real Microsoft 365, Graph, SharePoint, Copilot, Smartsheet, Outlook, Teams, Calendar, email, billing, or external system is connected. All readiness scores, blockers, and verification items use fictional demo data only. No real secrets, tenant IDs, sheet IDs, folder IDs, user emails, or client data are present.