Success Criteria by Phase

Phase 1 Success (Core Engine Ready)

Technical:

• ✓ Journal entry posting system stable with 1000+ test entries
• ✓ Period lock prevents any post-close entries (enforcement tested)
• ✓ Trial Balance and Balance Sheet reports match manual verification
• ✓ Multitenancy isolation verified (tenant data is 100% separated)
• ✓ Audit log captures all changes with user attribution
• ✓ Zero data corruption incidents
• ✓ Test coverage ≥80% for accounting logic

Operational:

• ✓ System ready for pilot customer onboarding
• ✓ Documentation complete (API, deployment, admin guide)
• ✓ Performance meets targets (<1s reports, <100ms API response)
• ✓ Security audit passed

Team:

• ✓ All 9 workstreams complete
• ✓ Code quality standards met
• ✓ Team confident in handoff to Phase 2

Phase 2 Success (Integration Ready)

Technical:

• ✓ Multi-user operation stable (3+ concurrent users per tenant)
• ✓ All API endpoints tested end-to-end
• ✓ Webhook delivery reliable (99% delivery rate)
• ✓ Admin console fully functional
• ✓ Permission model tested across all workflows
• ✓ Load testing passed (10k+ concurrent requests)

RavnPro:

• ✓ RavnPro adapter contract finalized
• ✓ API spec reviewed and approved by RavnPro
• ✓ Integration points identified and documented

Business:

• ✓ Pilot customer selected and notified
• ✓ Customer success process defined
• ✓ SLA monitoring in place

Phase 3 Success (Launch & Revenue)

RavnPro:

• ✓ RavnPro adapter fully implemented
• ✓ RavnPro passes UAT with partner
• ✓ Real-time sync verified

Customer:

• ✓ Pilot customer onboarded successfully
• ✓ Pilot customer running first month-end close
• ✓ Pilot customer operational for 2+ weeks
• ✓ Pilot customer satisfaction (NPS ≥40)

Revenue:

• ✓ First revenue recognized (cash received)
• ✓ Second paying customer acquired
• ✓ $5K MRR achieved

Operations:

• ✓ System stable under production load (99.5% uptime)
• ✓ Customer support process operational
• ✓ Monitoring and alerting in place

Year 1 Success Targets

• Customers: 50+ active (paid + pilot)
• Revenue: $50K MRR
• Uptime: 95%+ (better than industry standard)
• Performance: <1s report generation, <100ms API response
• Quality: Zero audit/compliance incidents
• User Satisfaction: NPS >40

Failure Criteria (Red Flags)

If any of these occur, project requires immediate review:

• Data corruption or audit trail issues
• Multitenancy isolation breach
• Schedule slip >4 weeks
• Third-party audit failure
• Customer churn >10%
• Critical security vulnerability
• RavnPro partnership termination