GovernanceUpdated Jul 2, 2026

Decision Log

What's been decided and what's awaiting sign-off, so nothing slips between sessions.

Pending
Change Order 001, refocus the engagement
With discovery complete, we propose refocusing the rest of the engagement on the highest-impact work for LMS. Pause the new lead-gen website and social-media posting (the business needs to handle existing enquiries faster, not generate more). Focus instead on: (1) connecting LMS to the Asian Tigers head office system as now required; (2) selecting the right modern moving-software system and a clear plan to move onto it; (3) a tool that turns a two-day price quote into a same-day one; and (4) protecting the financial records before the year-end retirement. The fee is unchanged at ₱500,000 base + ₱200,000 performance bonus (₱700,000 total); the success measures are updated to match this new focus so they stay fair to both parties. Full plain-language summary on the Change Order page.
VGL / GML
June 2026
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Decided
Office system hardware, on-prem mini PC selected
Sourced and selected the dedicated on-premise mini PC that will run the LMS office automation system (document scanning/OCR and the AI assistant layer) 24/7 in-house. Four vendor quotes were canvassed through Asian Tigers purchasing; the Beelink SER5 Max (₱38,700, 8-core AMD Ryzen 7) was chosen as the best value, comfortably meeting the workload for roughly a third the cost of the higher-end options quoted. The order is gated on a final supplier confirmation of the exact memory and storage configuration plus warranty before the purchase order is issued. A more powerful ₱110,000-class machine was evaluated for running large AI models fully in-house and deliberately deferred, as the current workload does not require it.
fCAIO → VGL
July 10, 2026
Decided
Discovery deliverable format
Findings delivered as an interactive "Your Company, Mapped" portal rather than a static report.
fCAIO
May 2026
Superseded
Accounting system: QNE Professional approved
QNE Professional plan approved (₱96,932.80 Year 1, incl. ₱55,000 one-time setup and training; ~₱42,000/year ongoing). Skipped the pricier plan upgrade with the built-in vendor data link, planned instead to build a custom intelligence bridge in-house that merges accounting figures with moving-job data, something the vendor link could not do on its own.
Replaced by a later decision, see below in this log.
VGL
June 22, 2026
Decided
Accounting system: Juan Accounting confirmed
Juan Accounting selected, replacing the June 22 QNE Professional decision above. First month paid, go-live week of July 6, 2026, migrating from MYOB. Implementation begins now: setup, invoice automation, staff SOPs, and a 30-day health check in Month 3.
Supersedes an earlier decision, see above in this log.
VGL
July 3, 2026
Decided
Intelligence platform stack
Custom build on Supabase + Claude, LMS owns the system and its data.
fCAIO
May 2026
Decided
External brand presentation
Market-facing work presented under Asian Tigers Philippines.
LMS
May 2026
Pending
KPI framework sign-off
Performance-bonus KPIs to be agreed and signed. Gates the ₱200K bonus. Held pending Change Order 001 sign-off, KPI weights will be updated as part of that approval.
GML / VGL
Pending Change Order 001
Decided
Lane Movers website, brand, audience, and pass-through costs
The website launches under the Lane Movers name at lanemovers.com and is built for the domestic Philippine market: Filipino nationals and local businesses moving within the Philippines. This follows established group precedent: K C Dat (Singapore, kcdat.com) and Transpo (Thailand) both run local-brand websites alongside their Asian Tigers membership. The Asian Tigers Group name and logo will appear on the site only after written confirmation from Group HQ, which LMS will request. At launch, trust credentials are carried by the FIDI-FAIM certification, registered to Lane Moving & Storage, Inc., and the company's history since 1977. This approval covers the website pass-through stack itemised in Pass-Through Costs below: launch essentials ≈ $55-105/mo, with optional channels (self-survey, Viber, WhatsApp, phone AI) listed separately and switched on only as approved. Promotion of any kind is a separate decision not covered here. Signed off June 22, 2026 (SO-20260622-115955).
VGL
June 22, 2026
Pending
ATG head-office connection, compliance approach
LMS is currently out of compliance with the Asian Tigers Group requirement that all member companies connect to the ATG central platform via API, this is a live network incident, not a future project. Recommendation: stand up an interim compliance bridge between LMS's current system and ATG's central platform using an automation layer, targeting live compliance within approximately one week of receiving the technical specification from ATG HQ. The bridge approach reaches compliance immediately without forcing a full platform migration. One action is required from LMS before the build can begin: request the API specification from Gordon Bell at ATG HQ. Awaiting VGL approval.
VGL → fCAIO
June 2026
Approve this decision

Enter your initials and confirm. That counts as your formal approval of this decision as written above, a timestamped copy is emailed to both you and fCAIO Consulting and stored permanently.

Pending
Moving software selection, approach
Recommendation: evaluate Moveware + Voxme as the lead candidate for LMS's core moving-management system. Moveware is the platform used by Asian Tigers Group's own operations; Voxme is the inventory layer used across the ATG network. The selection is gated on one external input, the API specification from Gordon Bell at ATG HQ, which will confirm whether the ATG compliance requirement mandates Moveware or allows an open alternative. Once that specification arrives, the vendor decision can be signed off within days. This pilot delivers the selection decision and a data-migration roadmap; the full migration execution is Phase 2. Awaiting VGL approval.
fCAIO → VGL
June 2026
Approve this decision

Enter your initials and confirm. That counts as your formal approval of this decision as written above, a timestamped copy is emailed to both you and fCAIO Consulting and stored permanently.

Decided
Quote Machine MVP, same-day quoting
Build a Quote Machine that turns a standard relocation enquiry into a draft quote in under 2 hours, down from the current 48-hour cycle. Today, only two people hold the rate access needed to produce a quote; if either is unavailable, revenue stalls. The MVP removes that single point of failure by encoding the standard rate logic into an automated layer accessible to the wider team. Volume assessments use the photo-based survey tool (see Survey Software decision). Estimated build time: approximately 20 hours. Signed off June 22, 2026 (SO-20260622-120045).
fCAIO → VGL
June 22, 2026
Decided
Pre-move survey software, photo-based volume estimates
Adopt a phone-based AI photo survey tool as the standard pre-move volume assessment method for LMS. Clients photograph their rooms on any smartphone; the system produces a volume estimate without requiring a video call or physical visit. Pay-per-use at $20 per completed survey, no monthly subscription, no hardware required. At 20-30 surveys per month the cost is $400-600/mo. Replaces ad-hoc video calls and feeds directly into the Quote Machine. Signed off June 22, 2026 (SO-20260622-120300).
VGL
June 22, 2026
Pending
Software pass-through approvals
Tool subscriptions billed at cost with prior notice, awaiting go-ahead.
VGL
Ongoing

Software Costs, Full Picture

Every tool that could be needed across this engagement, explained in plain English. You do not need all of these. Required items are needed to deliver the scope. Optional items are upgrades we will recommend selectively, nothing is purchased until you approve it.

AI & Automation

Claude AI Workspace

RequiredD03 · D04 · D06

The AI engine that powers the chatbot on your website, the intelligence dashboards, and all the automated systems we build for you. Priced per staff member who uses it.

Why it matters: Every system in this engagement runs on Claude. Without it, the automation and intelligence layers don’t exist.

≈ $25 / seat · est. $125/mo (5 seats)
Awaiting sign-off
Approve this cost:

Automation Connector (Make or n8n)

RequiredD03 · D06

The invisible plumbing that moves information between your tools automatically, so your team stops re-typing the same job details into three different places.

Why it matters: The discovery found hand-off gaps between departments. This closes them without anyone having to do it manually.

≈ $9-20/mo
Awaiting sign-off
Approve this cost:

Website & Lead Capture

Website Hosting

RequiredD03

Keeps your new website switched on and accessible 24/7. Like renting the storefront where your business lives online. We build on infrastructure with a genuinely free professional tier.

Why it matters: The website can’t capture after-hours enquiries without it. Good news: the platform we use costs nothing at LMS’s traffic levels.

$0 (free tier)
Awaiting sign-off
Approve this cost:

Domain Name, lanemovers.com

RequiredD03

Your web address: lanemovers.com, the name the local market already calls you. Registered once, renewed yearly.

Why it matters: Every professional website needs its own address. Without it the site runs on a generic link.

≈ $20 / year
Awaiting sign-off
Approve this cost:

AI Self-Survey Tool (Photo-Based Estimates)

OptionalD03 · D06

Clients photograph their rooms with their phone and the system estimates the volume of the move, no waiting for a video call or a physical survey. Pay-per-use: a fixed fee per completed survey, no monthly subscription.

Why it matters: Today’s video-call surveys regularly under-estimate volume, which causes costly crew and pricing errors. Photo-based AI estimates are faster for the client and more defensible for LMS. Conservative estimate assumes 20-30 surveys/month.

$20 per survey (≈ $400-600/mo at 20-30 surveys)
Approved
Approved

Lead Notifications & Email Follow-Up

RequiredD03

The plumbing that instantly confirms receipt to every enquiry and alerts your sales team within minutes, plus a short automated email follow-up sequence for leads that go quiet.

Why it matters: Moving leads lose value by the hour. Instant acknowledgment plus fast human follow-up is the single biggest conversion lever on the site.

$0-20/mo (free tier covers launch volumes)
Awaiting sign-off
Approve this cost:

Analytics, Heatmaps & Spam Protection

RequiredD03

Google Analytics, session heatmaps, and form spam protection, the instruments that show where every lead came from and what visitors actually do on the site.

Why it matters: "Every lead tracked to source" is a core D03 promise. These are the industry-standard tools and they cost nothing.

$0 (all free)
Awaiting sign-off
Approve this cost:

AI Chat & Voice Assistant on the Website ("Lisa")

RequiredD03

One AI assistant on the website that visitors can either type to or talk to out loud, 24/7. She answers questions about services and areas, and captures the caller’s name, number, and move details straight into the lead tracker. Clearly labelled as an AI assistant, as Philippine data-privacy guidance requires.

Why it matters: Most website visitors won’t fill in a form at 10pm, but they will ask a question. Every conversation becomes a captured lead instead of a lost one. No Manila competitor offers this.

≈ $30-60/mo all-in at launch volumes
Awaiting sign-off
Approve this cost:

Messaging & Communication

WhatsApp Business Platform

OptionalD03

The business version of WhatsApp that lets your website automatically follow up with leads, send booking confirmations, and answer common questions, even at midnight.

Why it matters: WhatsApp is how most Manila clients prefer to be contacted. The standard WhatsApp app can’t be automated; this is the version that can.

≈ $49-79/mo + ≈ $0.06 per conversation
Awaiting sign-off
Approve this cost:

Viber Business Messaging

OptionalD03

Same idea as WhatsApp, automated follow-ups, confirmations, and replies, but over Viber, which is actually more widely used in the Philippines than WhatsApp. Requires a verified business account through an accredited local provider.

Why it matters: A large portion of your corporate relocation clients (expats, HR managers) use Viber as their primary messaging app. Missing this channel means missing leads.

≈ $130-160/mo + ≈ $0.003 per message
Awaiting sign-off
Approve this cost:

AI Voice Agent, Phone Line (After-Hours Call Answering)

OptionalD03

Extends the same AI assistant to your actual phone line: when the team is unavailable, she answers, takes the caller’s details and moving requirements, and passes a summary to the team. A later phase, needs a dedicated number and call forwarding set up with IT.

Why it matters: Movers lose a significant number of jobs to competitors simply because the phone went unanswered after 6pm or on weekends.

≈ $25-60/mo + ≈ $0.08/min
Awaiting sign-off
Approve this cost:

Unified Inbox (WhatsApp + Viber + Web Chat)

OptionalD03

A single screen where your team sees every message from every channel, WhatsApp, Viber, and the website chat, in one place. No switching between apps to find who said what.

Why it matters: Without this, leads fall through the cracks as messages pile up across different apps that different staff members check at different times.

≈ $79/mo (covers both messaging channels)
Awaiting sign-off
Approve this cost:

CRM & Sales

CRM, Lead & Client Tracker

OptionalD03 · D06

A digital filing system that stores every enquiry, quote, and client conversation in one place. Every lead that comes through the website, WhatsApp, or phone is logged automatically, nothing gets lost.

Why it matters: Right now leads live in individual staff phones and email inboxes. When someone leaves, that history leaves with them. A CRM fixes this permanently.

≈ $0-30/mo (free tiers available)
Awaiting sign-off
Approve this cost:

LinkedIn & Marketing

LinkedIn Content Scheduler

OptionalD05

A tool that lets you write and schedule LinkedIn posts in advance, so content goes out consistently even when the team is on a job.

Why it matters: Posting manually every day is unrealistic for a hands-on operation. Scheduling a week’s worth of content in one sitting is how active company pages are actually maintained.

≈ $15-25/mo
Awaiting sign-off
Approve this cost:

Design Tool (Canva Pro)

OptionalD05

Creates professional graphics for LinkedIn posts, quote documents, and marketing materials, no designer required.

Why it matters: Visual posts on LinkedIn get significantly more engagement than text-only. Having a simple design tool means any staff member can produce professional-looking content.

≈ $13/mo
Awaiting sign-off
Approve this cost:

Accounting

Accounting Platform (Juan Accounting)

RequiredD04

Your new accounting system that replaces MYOB. Handles invoicing, expense tracking, payroll, and BIR tax filings, and generates the government forms automatically.

Why it matters: MYOB cannot produce BIR-compliant filings natively. Juan Accounting was built specifically for Philippine businesses and handles BIR requirements out of the box.

₱2,000/mo (first month paid)
Approved
Approved

LMS Intelligence

Database & Backend (Supabase)

RequiredD06

The secure database that stores all the data behind your LMS Intelligence dashboards, jobs in progress, quotes outstanding, revenue figures. Think of it as the vault that everything is pulled from.

Why it matters: The intelligence dashboards need somewhere to store and retrieve your live business data. Supabase is the platform selected for this.

≈ $0-25/mo (free tier likely sufficient to start)
Awaiting sign-off
Approve this cost:

Dashboard & Reporting Tool

RequiredD06

The screen your management team uses to see jobs, revenue, and outstanding quotes at a glance, updated live. Can be built on free tools (Google Looker Studio) or a premium platform for more polish.

Why it matters: The intelligence system needs a front-end for the data to be useful day-to-day.

≈ $0 (Google Looker Studio is free)
Awaiting sign-off
Approve this cost:

These are all the tools that could power your new systems, presented so there are no surprises. You do not need all of them. Items marked Required are needed to deliver what’s in the scope. Items marked Optional are upgrades worth considering, we’ll recommend which ones make sense for LMS before anything is purchased. Nothing is bought until you approve it. All billed at cost, no markups.