Source: 10-ROLE-BRIEF-CFO.md

What this source is

A very compact (285-char) talking-points sheet aimed at the CFO of Squire who must approve the pilot. It is part of a three-source set (10-CFO, 11-CTO, 12-COO) inside the Squire Executive Package v2 — the user-curated decision-maker briefs in the notebook manifest.

The structure is two-bucket: Decision Frame (the numbers the CFO needs to anchor on) and Validate (the evidence the CFO should ask for before approving). It is not a narrative brief — it’s a pre-meeting cheat sheet.

Key claims

1. Pilot ask is $50K–$75K. → confirms claim 12 of 01-executive-summary from a second source. Lands on pilot-30-60-90 and cfo.
2. 3-year ROI range is 25–157%. → confirms claim 13 of 01-executive-summary from a second source. Lands on pilot-30-60-90 and cfo.
3. Payback signal is ~6 months in model assumptions. → NEW claim, not in 01-executive-summary. Lands on pilot-30-60-90 and cfo.
4. Pilot cost is capped before the scale decision. → reinforces the “evidence-based and reversible” posture of pilot-30-60-90. Lands on cfo.
5. Scenario inputs are adjustable and transparent. → NEW claim — implies the ROI calculator (likely 04-ROI-CALCULATOR.md) is parameterized so the CFO can stress-test assumptions. Lands on cfo with a note that ROI calculator hasn’t been ingested yet.
6. Day-90 gate includes economics and adoption proof. → NEW: extends the existing pilot gate description with two explicit gate criteria (economics + adoption). The 01-executive-summary said only “go/no-go decision at end of pilot” without naming the criteria. Lands on pilot-30-60-90 and cfo.

Pages updated by this ingest

Created (1 new page):

• cfo

Updated (1 existing page):

• pilot-30-60-90 — added payback signal, gate criteria, second-source confirmation of the $50-75K and 25-157% numbers

Notable quotes

The source is too compact to have “quotes” in the literary sense. The full text fits below:

CFO Brief — Decision Frame: Pilot ask: $50-75K. 3-year ROI range: 25-157%. Payback signal: around 6 months in model assumptions. Validate: Pilot cost is capped before scale decision. Scenario inputs are adjustable and transparent. Day-90 gate includes economics and adoption proof.

Cross-references / contradictions found

• Two-source confirmation of pilot economics: the $50-75K pilot ask and 25-157% 3-year ROI both appear in 01-executive-summary (slide 9) and again here. No contradiction; they reinforce each other and bump confidence on those numbers from “single-source” to “consistent across two sources.”
• Open question partially resolved: 01-executive-summary flagged “what are the defined success gates?” as an open question. This source partially answers it for the day-90 gate (“economics and adoption proof”) but the day-30 and day-60 gates remain unspecified — the COO brief and 13-PILOT-30-60-90.md will likely fill the rest.
• Hint at unread source: “Scenario inputs are adjustable and transparent” implies 04-ROI-CALCULATOR.md is an interactive scenario tool, not a fixed projection — flag for next ingest pass.

Notes

• The source is intentionally minimal — it is a talking-points artifact, not a finance memo. A real CFO finance memo would have model assumptions, sensitivity tables, and a recommendation. This is what the CFO is supposed to carry into a meeting, not what they get from finance.
• The 3-year ROI range of 25–157% is still unusually wide. The “payback signal: around 6 months” claim implicitly anchors the lower bound of that range — even at 25% three-year ROI, payback within 6 months is plausible if the bulk of the value is front-loaded operational savings.