Value realization pack: validates that completed deliverables have measurable outcome definitions, tracking instrumentation, and documented results. Closes gaps where value was delivered but never quantified. Chains with adoption-excellence-review and expansion-signal-routing for full Stage 5 review. Triggers: ROI report, business impact, outcome measurement, value quantification, impact evidence, value tracking proof, is value being realized, value realization.
Validates that committed milestones have measurable outcome definitions, metric tracking, execution cadence, and CSU coordination — ensuring value realization is observable and reportable.
Medium — Value assessment requires judgment; gap identification is rule-based.
msx-crm:crm_whoami to obtain the user's systemuserid, name, and alias. This identity is used in step 4b to verify personal attribution before any outcome is surfaced as Connect evidence.msx-crm:crm_get_record on opportunity for stage, success plan, and solution play.msx-crm:get_milestones with opportunityId — isolate value/adoption milestones from summary.msx-crm:get_milestone_activities for milestones lacking execution cadence evidence (targeted only)._ownerid_value), task assignee, activity participant, or named contributor in the evidence chain. Outcomes where ownership is ambiguous must be flagged attribution: unverified and excluded from automatic Connect hook capture.msx-crm:update_milestone for measurable comments/metric updatesmsx-crm:create_task for missing CSAM/CSU coordination actions| Element | Required | Evidence |
|---|---|---|
| Metric intent | Yes | msp_monthlyuse or equivalent populated |
| Baseline defined | Yes | Starting measurement documented |
| Target defined | Yes | Success threshold stated |
| Owner assigned | Yes | CSU-aligned owner on milestone |
| Tracking active | Yes | Recent activity showing measurement cadence |
adoption-excellence-reviewexpansion-signal-routingvalue_checklist: per-milestone completeness assessmentmeasurement_plan: metrics, baselines, targets, tracking approachcsam_ready_summary: what CSAM needs for customer governancedry_run_gap_fixes: milestone/task payloadsnext_action: "Value pack prepared. Would you like to run adoption-excellence-review for milestones with usage gaps?"