Bolo AI Agent· Promethean Energy
BK
Risk & decision queue

Exceptions

3 high · 2 medium · 6 reconciliation · consequence first, evidence on expand

HIGH·Cash & BillingTO-6

$579K approved (CO6) not yet invoiced — cash on the table

Decision: Assemble the billing pack and invoice; the close-out milestone evidence is still pending.

F-01·Owner: Project / Finance·
$579K
to bill
·
HIGH·MarginTO-7

TO-7 margin is unverified — two views differ by ~4 pts (~$1.5M revenue)

Decision: Declare the number of record before it goes to the board or BSEE.

F-02·Owner: CFO / Finance·
~$1.5M
rev gap
·
HIGH·Bid & CommercialTO-8

TO-8 bid pricing is built on a broken rate card

Decision: Validate the rate card before the next award — risk of mispricing ~$10M of work.

F-03·Owner: S. Louis / Commercial·
$10.2M
bid at risk
·
MEDIUM·Bid & CommercialTO-7

BSEE is adding a well to TO-7 (RFQ pending)

Decision: Confirm the pricing, schedule and budget impact of the added scope.

F-04·Owner: Commercial / PM·
+1 well
new scope
·
MEDIUM·Schedule → CashTO-7

Cash-flow forecast is keyed to an out-of-date schedule

Decision: Refresh the model's schedule — milestone-payment timing (the cash chart) is currently wrong.

F-05·Owner: Danny Turner / Ops·
cash timing
·
INFO·Data trustTO-7

5/31 daily report not yet synced into financial model

Decision: Auto-resolves at next model refresh — no action.

F-06.1·Owner: Bolo·
·
INFO·Data trustTO-7

10-day drift between model and DPR cumulative

Decision: Bolo flagged; reconciled on weekly close.

F-06.2·Owner: Bolo / Brian·
·
INFO·Data trustTO-7

4 inconsistent markup applications across vendor invoices

Decision: Normalize at month-end accruals.

F-06.3·Owner: Finance·
·
INFO·Data trustTO-7

Hard-coded %-complete in summary tab

Decision: Replace with formula-driven cell next revision.

F-06.4·Owner: Brian·
·
INFO·Data trustTO-8

Schedule timeline out of sync with model dates

Decision: Refresh on next bid update.

F-06.5·Owner: Bolo·
·
INFO·Data trustPortfolio

DPR Total Listed cell points to deprecated range

Decision: Repoint formula; low priority.

F-06.6·Owner: Brian·
·
Daily exception post · Teams preview

Push-based adoption surface — leadership sees this in chat each morning.

Bolo Control Tower
Posted to · #leadership-daily · 7:02 AM

Morning team — 3 high-impact decisions need an owner today:

  • F-01 · $579K approved (CO6) not yet invoiced — cash on the table
    @Project · TO-6 · $579K + closeout milestone
  • F-02 · TO-7 margin is unverified — two views differ by ~4 pts (~$1.5M revenue)
    @CFO · TO-7 · 22.5% vs 18.4% · ~$1.5M rev
  • F-03 · TO-8 bid pricing is built on a broken rate card
    @S. · TO-8 · 103 #REF! · $10.2M bid
Reply in thread to assign or dismiss. Bolo will follow up tomorrow with status changes.