Office of CTO · Executive Briefing
CTO Activity Report — Sep 2 to Sep 29, 2026
Prepared for: President & CEO | Naresh Babu, CTO | mobileLIVE
The four weeks to Sep 29 closed one pursuit and opened a stronger set of others. 407 ETR selected another supplier on price on Sep 17 — 407's own procurement note called out our team by name as a strength, and a back-channel debrief from Preeti confirmed the loss was priced, not technical: the winning bid came in lowest, and Naresh and Kashif were singled out as people 407 wants to keep working with. Shiv is already working that into an MSA conversation for 2027 staff augmentation, driven by 407's move to 5-days-in-office and the turnover that will follow. The bigger story of the window was the GDS CIO NA Summit in Atlanta (45th CIO Insight Summit): Naresh and Hussain co-facilitated the "Cut the Cord on Legacy" Mission Track alongside Jay Bell of Zurich North America, Uzi ran 9 confirmed 1:1s off a Claude-assisted prioritization pass on the full attendee list, and the week closed with six personal follow-ups fired to Trane Technologies, Community Health Choice, Philips, Sodexo, Chico's and ST Bank — the last a live check-processing-modernization conversation with a new banking prospect. Naresh's own tally of the summit runs deeper: direct connections with the government of Georgia's ABO, an author who has written a book on AI adoption, a VP of Technology with multiple agentic-solution deployments, and a director at Cardinal Health earmarked as a target account, plus four to five more qualified leads still being worked; Philips in particular produced a strong meeting with their Director of Product, now handed to Hamza to drive forward. Two strategic signals landed alongside the pipeline activity: Rajli at Rogers confirmed Rogers is buying Amdocs' new "Context Core" tool — an ontology-driven product covering the same ground as mobileLIVE's own Context Gen thinking, built for agent consumption — a direct competitive read on our Context Engine positioning; and because Rogers IT is now buying only products, not services, Naresh is repositioning mobileLIVE around resource augmentation in IT while reconnecting with Amy's and Sreeraj's teams on the digital side. Internally, a small dedicated team is building an Agent Trust Platform accelerator — QA automation applied to the ADLC — to validate the approach and pitch it to both CIBC and Rogers; Rogers will run it through the same team already deployed on SDD, and CIBC saw a Kinan/Manoj lunch pitch alongside resource placement that has already begun. Microsoft sourced a fresh lead of its own: Ravi Narayan surfaced a SQL migration assessment at Populus, accepted with no objections and doubling as a third customer reference for the Advanced Specialization audit now being resourced across Rogers, CIBC and Populus. Against that, Enstream's RFI is still not closed — budgetary pricing went out Sep 14, but Sep 29 brought both a fresh escalation from Imran and a device-testing cost memo (Perfecto vs. an in-house rack, $10K–$30K) that still needs a decision. CIBC is also carrying a live AI/answer-engine-optimization conversation: Jeffrey, on Cam's team and a sponsor of the FX bot, got curious about AI-optimizing it, and Naresh sees no internal capability built for this yet — the plan is to go back with a cost, alongside Keenan, before the conversation cools. TELUS stayed dark for a second straight window. Internally, a messy multi-week Azure account cleanup produced a concrete outcome — Kunal proposed a formal Azure IAM & Governance framework — and the Rogers BSA search advanced to two finalists awaiting a decision.
407 ETR RFP
Not Selected
Lost on price Sep 17 · praised on team & delivery · MSA/staff-aug 2027 path opened
GDS CIO NA Summit
9 1:1s + Mission Track
Atlanta · 15+ connections incl. Cardinal Health, Georgia govt · new ST Bank lead
Enstream RFI
Still Stalled
Pricing submitted Sep 14 · Sep 29 escalation · device budget ($10–30K) undecided
Rogers / Amdocs
"Context Core" Signal
Rajli: Rogers buying Amdocs ontology tool for agents — competes with our Context Engine
⚡ Window Highlights — Sep 2 – Sep 29, 2026
🏦 GDS CIO NA Summit, Atlanta — Mission Track Co-Facilitated, 9 1:1s, 6 Warm Follow-Ups
Naresh and Hussain co-facilitated the "Cut the Cord on Legacy" Mission Track at the 45th CIO Insight Summit (GDS Group, Atlanta) alongside Jay Bell (Zurich North America), briefed by GDS's Will Robinson on Sep 11; Uzi built the session outline and handouts, and 18 CIOs attended the track. On the 1:1 side, Uzi ran the full attendee list through a manual-plus-Claude prioritization pass on Sep 10, chased GDS when three scheduled meetings were dropped without explanation, and closed the event with 9 confirmed 1:1s. The week after, six personal "great meeting you" follow-ups went out — to Trane Technologies, Community Health Choice, Philips, Sodexo, Chico's, and ST Bank — with the ST Bank contact (Vorachat Tamarree) already discussing a check-processing modernization opportunity.
🔴 407 ETR — Not Selected, Lost on Price, MSA Conversation Opened
407 ETR's procurement team notified Shiv on Sep 17 that another supplier was selected; the decision reached the team Sep 22. A back-channel debrief with Preeti on Sep 24 confirmed the loss was priced, not technical — the winning bid was the lowest of the field, and Preeti specifically praised Naresh and Kashif and noted internal client-side support from Karl and Gautam. Preeti has offered to help mobileLIVE become a 407 partner for 2027 staff augmentation, driven by 407 moving to five days in office and the attrition that follows. Shiv has reached out to Naveen to start that MSA conversation.
🟠 Enstream RFI — Pricing Out, Still Not Closed, Now a Budget Decision
Imran sent ML arteka's budgetary pricing response to Kai on Sep 14; a review sync followed, but the RFI still hasn't closed three weeks later. Sep 29 brought two developments: Imran escalated again — "we need to get back to Enstream this week" — and Gauranga delivered a device-testing cost memo: Perfecto (cloud device lab, doesn't cover eSIM/sim-swap scenarios) versus an in-house device rack (full coverage ~$30K, a sampled set under $10K, or $10–30/device/month rental). The lab's existing devices are off-limits — OEM-owned, NDA-restricted, and no recent iPhones. This is now a spend decision, not a technical one.
🟣 Rogers Is Buying Amdocs "Context Core" — A Direct Read on Our Context Engine Bet
In a meeting with Rajli, Naresh learned Rogers is buying another Amdocs tool called "Context Core" — built around ontology and the same ground mobileLIVE has been covering under Context Gen — designed to be made available to agents for Rogers and other consumers. Because Rogers IT is now buying only products, not services, the read for oCTO is to reposition around resource augmentation in IT and pull focus back to digital via Amy's and Sreeraj's teams. Naresh flagged this as one of the most important signals of the window.
🟡
PIPELINE & NEW CLIENTS — GDS Atlanta, 407 ETR, Enstream, Populus
5 items
Activity & DetailsKey ContactsStatusAction Items
GDS CIO NA Summit, Atlanta — Mission Track, 9 1:1s, 15+ New Connections (EVENT)
Uzi shared the full CIO NA Summit attendee list on Sep 10 with a dual prioritization pass — his own ranking plus a Claude-assisted pass — and flagged specific names for Naresh's sign-off. Separately, GDS's Will Robinson briefed Naresh, Hussain and Jay Bell (Zurich North America) on Sep 11 ahead of co-facilitating the "Cut the Cord on Legacy" Mission Track at the 45th CIO Insight Summit; Uzi built the outline and handouts (with Claude) on Sep 16–17, and the session drew 18 attendees on Sep 18.
On the 1:1 side, the proposed agenda went back and forth with GDS's Shqipe Bunjaku and Thomas Wigan through mid-September; on Sep 21 Uzi escalated when three confirmed meetings (Tanita Siripanich, Adel Bekhiet, Axel Ramm) were cancelled without explanation — GDS restored them, and the event closed with 9 confirmed 1:1s. Post-event, six personal follow-ups went out Sep 24–25: Axel Ramm (Trane Technologies) — SDD for embedded code; Nathaniel Rollins (Community Health Choice) — context engineering & medallion architecture, slot booked for Oct 9; Fred Calil (Philips) — SDD and Code2Doc; Chiranjeevi "Jeevi" Kancherla (Sodexo) — agent validation & context engineering, slot booked for Oct 7; Catherine "Cassie" Janis (Chico's) — ProductArt overview and demo, with Hamza; and Vorachat Tamarree (ST Bank) — a live discussion on modernizing check processing, the strongest of the six.
Naresh's own account adds more depth than the email trail alone shows. Beyond the 9 scheduled 1:1s, he made direct connections with: the government of Georgia's ABO; an author who has written a book on AI adoption; a VP of Technology who has worked on multiple agentic solutions; and a director at Cardinal Health, now a named target account — plus four to five more leads he judges qualified and good. Separately, the Philips meeting went well: the connection was with their Director of Product, and Naresh has already handed it to Hamza to follow up and take forward, on top of the SDD/Code2Doc thread Uzi opened by email.
On the 1:1 side, the proposed agenda went back and forth with GDS's Shqipe Bunjaku and Thomas Wigan through mid-September; on Sep 21 Uzi escalated when three confirmed meetings (Tanita Siripanich, Adel Bekhiet, Axel Ramm) were cancelled without explanation — GDS restored them, and the event closed with 9 confirmed 1:1s. Post-event, six personal follow-ups went out Sep 24–25: Axel Ramm (Trane Technologies) — SDD for embedded code; Nathaniel Rollins (Community Health Choice) — context engineering & medallion architecture, slot booked for Oct 9; Fred Calil (Philips) — SDD and Code2Doc; Chiranjeevi "Jeevi" Kancherla (Sodexo) — agent validation & context engineering, slot booked for Oct 7; Catherine "Cassie" Janis (Chico's) — ProductArt overview and demo, with Hamza; and Vorachat Tamarree (ST Bank) — a live discussion on modernizing check processing, the strongest of the six.
Naresh's own account adds more depth than the email trail alone shows. Beyond the 9 scheduled 1:1s, he made direct connections with: the government of Georgia's ABO; an author who has written a book on AI adoption; a VP of Technology who has worked on multiple agentic solutions; and a director at Cardinal Health, now a named target account — plus four to five more leads he judges qualified and good. Separately, the Philips meeting went well: the connection was with their Director of Product, and Naresh has already handed it to Hamza to follow up and take forward, on top of the SDD/Code2Doc thread Uzi opened by email.
Key Contacts
Uzi Murad · Hussain Qureshi · Naresh Babu · Hamza Qamar · Jay Bell (Zurich NA) · Will Robinson (GDS) · Shqipe Bunjaku (GDS) · Thomas Wigan (GDS) · Axel Ramm (Trane) · Nathaniel Rollins (Community Health Choice) · Fred Calil / Director of Product (Philips) · Chiranjeevi Kancherla (Sodexo) · Catherine Janis (Chico's) · Vorachat Tamarree (ST Bank) · Cardinal Health (director, name TBD) · Government of Georgia ABO (contact TBD)
Event Complete — Follow-Ups Live
ACTION
Prioritize ST Bank (check-processing) and Cardinal Health — the two with the clearest commercial shape. Get Hamza moving on Philips, staff the Oct 7/Oct 9 follow-ups (Sodexo, Community Health Choice), and get the 4–5 other qualified leads named and assigned before they go cold.
407 ETR — Not Selected, Lost on Price; MSA / Staff-Aug Path Opened for 2027 (CLOSED — PIVOT)
407 ETR's procurement notified Shiv on Sep 17 that the RFP was awarded to another supplier; the note explicitly credited mobileLIVE's proposal strengths and left the door open for future sourcing. Hussain asked Shiv to get a debrief focused on what could have gone better. That debrief, held with Preeti on Sep 24, confirmed the evaluation came down to Mobile Experience, App Demo, Price, AI, and Team — and that the winning bid was simply the lowest priced. Preeti praised Naresh and Kashif directly and confirmed continued internal support from Karl and Gautam. She flagged that 407 is moving to five days in office next year and expects staff turnover, and offered to help mobileLIVE pursue an MSA for 2027 staff augmentation. Shiv has reached out to Naveen (407 procurement) to open that conversation.
Key Contacts
Preeti (407 ETR) · Naveen Venigalla (407 ETR) · Shiv Verma · Hussain Qureshi · Jahan Ali · Naresh Babu · Mohammad Siddiqui · Hamza Qamar
Lost — Pivoting to MSA
ACTION
Keep the MSA/staff-aug thread with Naveen moving before the Expo-evidence gap identified last window becomes irrelevant to the conversation — it's still the credibility gap for any future 407 work.
Enstream — RFI Pricing Submitted, Still Not Closed; Now a Device-Budget Decision (AT RISK)
Imran sent ML arteka's formal RFI response with budgetary pricing (v4.2) to Kai on Sep 14, offering a review slot Sep 18 or the following Monday; Kai confirmed a wider-team review for the following Thursday. Reviews continued through the month (Sep 24 "Review and closure" sync) without a customer-facing close. Sep 29 brought it to a head: Imran escalated again — "we need to get back to Enstream this week" — and on the same day Gauranga and Adnan Aly delivered a device-testing options memo. Perfecto (cloud device lab) covers most scenarios but not eSIM or physical sim-swap; an in-house rack needs about two weeks of updates to existing remote-access tooling and cannot use the lab's current devices (OEM-owned, NDA-restricted, no recent iPhones). Full new-device coverage runs ~$30K, a sampled set under $10K, or rental at $10–30/device/month over 24 months.
Key Contacts
Kai Shehzad (Enstream) · Imran Mian · Gauranga Bhattacharyya · Adnan Aly · Kashif Rizwan · Kashif Ullah · Naresh Babu
Stalled — Budget Decision Needed
ACTION
Decide the device-testing spend this week — Perfecto for SDK 2/3, a small rented rack for SDK 1's sim-swap scenarios — so Imran can close the loop with Kai before another review cycle passes with no answer.
Populus — Microsoft Sources a New SQL Migration Lead (NEW OPPORTUNITY)
Ravi Narayan (Microsoft) revived a dormant thread from the previous account owner to ask about the Populus loan-platform project's status; Shalin picked it up, resolved an Azure subscription/permissions gap on mobileLIVE's side, and confirmed the project remains on track for production. Ravi then proposed something new: Microsoft will run a SQL assessment and help build a migration strategy and roadmap for a SQL migration initiative at Populus. Shalin checked with the team for objections; Uzi and Praveen both signed off — "this is a great opportunity for us, we have team members who now have good knowledge of the Populus stack." This also strengthens the case for Populus as the third customer reference on the Advanced Specialization audit.
Key Contacts
Ravi Narayan (Microsoft) · Laurie Paul (Microsoft) · Shalin Dave · Uzi Murad · Praveen Kumar · Hussain Qureshi · Naresh Babu
Kickoff Call Pending
ACTION
Get the Microsoft scoping call on the calendar and name the Populus-stack team member joining it — the SQL assessment is free discovery work Microsoft is willing to fund; don't let it stall behind the RFP debrief and GDS follow-ups.
Agent Trust Platform — QA Automation / ADLC Accelerator Built for CIBC + Rogers Pitch (NEW INITIATIVE)
Naresh has pulled together a small dedicated team to build toward an agent trust platform, with the near-term focus on QA automation and automating the ADLC (Agentic Development Life Cycle) using mobileLIVE's own tools. The goal is to use this team to validate the underlying assumptions and turn them into a proper accelerator — not a one-off demo — that can be pitched as a repeatable offering. The plan is to present it to both CIBC and Rogers: at Rogers, the team already deployed on SDD will double as the delivery vehicle for the QA tooling; at CIBC, resource placement has already started, with Naresh wanting one more conversation with Kinan directly.
Key Contacts
Naresh Babu · Kinan (CIBC) · Manoj (CIBC)
Accelerator In Build
ACTION
Lock the Kinan conversation and set a date for the CIBC and Rogers pitches — the accelerator needs a forcing deadline or the small team's output stays a proof-of-concept instead of a sellable asset.
🔵
ROGERS — Amdocs Signal, Positioning Shift, QBR Prep & BSA Search
4 items
Activity & DetailsKey ContactsStatusAction Items
Rogers Is Buying Amdocs "Context Core" — Ontology Tool Built for Agent Consumption (INTEL)
In a meeting with Rajli, Naresh learned Rogers is buying another Amdocs tool called "Context Core" — built with ontology and the other elements previously discussed under mobileLIVE's own Context Gen thinking — and intended to be made available to agents for Rogers and other consumers. This is a direct signal on the ground mobileLIVE has been staking out with its Context Engine positioning inside Rogers, and Naresh flagged it as one of the most important things to come out of the window.
Key Contacts
Rajli (Rogers) · Naresh Babu
Competitive Signal — Needs Response
ACTION
Get a fuller read on Context Core's scope and timeline before Rogers builds it out — decide whether mobileLIVE's Context Engine story needs to integrate with it, differentiate from it, or move to a different account motion entirely.
Rogers Positioning Shift — Resource Augmentation in IT, Refocus on Digital (Amy & Sreeraj)
Because Rogers IT has moved to buying only products, not services, Naresh is repositioning mobileLIVE's Rogers IT motion around resource augmentation rather than solution selling, and pulling focus back to the digital side — reconnecting with Amy's team and Sreeraj's team to find where mobileLIVE can actually help. This is a direct consequence of the Context Core signal above: if IT is buying finished products, the room to sell custom context/agent tooling into IT itself is narrowing.
Key Contacts
Amy Yun (Rogers) · Sreeraj (Rogers) · Naresh Babu
Repositioning Underway
ACTION
Set up the Amy and Sreeraj conversations this cycle — the positioning call is made, now it needs a concrete resource-augmentation offer in front of both teams.
Rogers — Performance Monitoring Kickoff Scheduled, October QBR Deck in Review
Andrea Gagliardi (Rogers) scheduled a "Mobile Live x Rogers | Performance Monitoring" session for Oct 20, bringing in Amy Yun, Amandeep Plaha, Ryan Chong and Diego Lu alongside the standing mobileLIVE team. Separately, Shiv shared the "Rogers Performance - Oct - Working Copy" QBR deck on Sep 28 and asked the team to add commentary ahead of a Thursday review — the live-JIRA-board reporting requirement set in the Aug 12 bi-weekly carries forward into this cycle.
Key Contacts
Andrea Gagliardi (Rogers) · Amy Yun (Rogers) · Amandeep Plaha (Rogers) · Shiv Verma · Hamza Qamar · Laura McCutchan · Mohammad Siddiqui · Naresh Babu · Praveen Kumar
Oct 20 Kickoff — QBR in Prep
ACTION
Get commentary into the Oct working copy before Thursday's review — Shiv is compiling it as the single source, not a supplementary slide.
Rogers BSA — Two Finalists Through Second Round, Andre Updated
Shiv updated Rogers' Andre Yogasara directly on Sep 16 on progress replacing Abdul: Jasdeep Kaur Wadhwa (onsite, preferred) and Kashif Jamshaid (offshore) both advanced through internal second-round interviews, with assessment notes due to Andre by end of week. Sahil ran Jasdeep's introductory call on Sep 11 via a referral from Sahibmeet Singh.
Key Contacts
Shiv Verma · Andre Yogasara (Rogers) · Amandeep Plaha (Rogers) · Sahil Kohli · Sahibmeet Singh · Naresh Babu
Second Round Complete
ACTION
Close on Jasdeep vs. Kashif Jamshaid this week and get the assessment notes to Andre — Rogers is waiting on mobileLIVE's recommendation, not the other way around.
🟢
CIBC & TELUS — Regulatory Assurance, QA Accelerator, AI Optimization, Dark TELUS
5 items
Activity & DetailsKey ContactsStatusAction Items
CIBC — Regulatory APIs Assurance: Discovery Still Not Locked Down
Ayaz Essajee pushed the discovery conversation back by two weeks from the original Sep 11/18 offer, then confirmed "11th pls" for the rescheduled date. No confirmation that the session actually happened, or of an outcome, has surfaced since — this carries forward as the highest-value, least-progressed opportunity in the CIBC book.
Key Contacts
Ayaz Essajee (CIBC) · Jigar Solanki (CIBC) · Athar Aslam · Hamza Qamar · Hasan Jafri · Mohammad Siddiqui · Naresh Babu
Discovery Date Unconfirmed
ACTION
Get positive confirmation the Sep 11 discovery happened and what came out of it — if it slipped again, re-anchor a hard date before this cools further.
CIBC — Brownfield SDD Rebuilt Around GitHub Actions & Adversarial Testing
Following a problem-solving session between Naresh, Hamza and Hasan, the team agreed to lean on GitHub's own native capabilities rather than building parallel tooling: Hasan drafted an end-to-end flow with ProductArt managing inflow into development and DevOps, plus custom GitHub Actions and adversarial-testing modules to close the gaps in Ali Karimi's questions. Naresh needs to test the draft before it goes to Ali's team. The Sep 25 readout call was pushed a week after Hasan lost his voice to laryngitis.
Key Contacts
Hasan Jafri · Naresh Babu · Hamza Qamar · Mohammad Siddiqui · Kashif Rizwan · Hussain Qureshi · Ali Karimi (CIBC) · Senam Khan · Jigar Solanki (CIBC)
Draft Ready — Needs Testing
ACTION
Test Hasan's draft flow before the rescheduled session with Ali — this is the deliverable, not a supporting slide, and it's the second CIBC thread waiting on Naresh's bandwidth.
CIBC — QA Automation Resource Placement Begins; Kinan/Manoj Lunch Pitches the ADLC Accelerator
Resource placement for the QA automation work has started at CIBC. Ahead of that, Naresh had a lunch meeting with Kinan and Manoj to present mobileLIVE's ideas on QA automation and take the conversation forward — this is the CIBC arm of the cross-account Agent Trust Platform / ADLC accelerator the small dedicated team is building. Naresh still wants a direct follow-up conversation with Kinan before this goes further.
Key Contacts
Kinan (CIBC) · Manoj (CIBC) · Naresh Babu
Placement Started — Kinan Follow-Up Pending
ACTION
Book the direct conversation with Kinan — the lunch pitch opened the door, resource placement is already moving, but the accelerator pitch itself still needs his explicit buy-in.
CIBC — FX Bot Sponsor Opens an AI / Answer-Engine Optimization Conversation (Jeffrey, Cam's Team)
A discussion with Jeffrey (Cam's team), one of the sponsors for the FX bot, turned into a conversation about how to make it AI-optimized — Jeffrey was genuinely curious and responded well to it. Naresh sees this as a real gap: nobody internally has built anything in this space, even from an SEO-optimization angle, and it's significant enough that mobileLIVE either needs to acquire the skill in-house or bring in an external vendor and learn from that engagement. The plan is to go back to Jeffrey with a cost, working with Keenan, to push the conversation to the next level.
Key Contacts
Jeffrey (CIBC, Cam's team) · Keenan · Naresh Babu
Costing In Progress
ACTION
Decide build-vs-buy on AI/answer-engine optimization before pricing it to Jeffrey — the cost Naresh takes back should reflect whichever path (in-house skill vs. vendor-led) actually gets chosen.
TELUS — Dark for a Second Straight Window
No TELUS commercial traffic, bi-weekly session, or movement on the Online Tools Modernization proposal or SOF UAT automation opportunity surfaced anywhere in the Sep 2–29 window — the account has now been silent since the Aug 5 cancellation carried forward from last period. The end-September SOF architecture-revamp driver flagged last window has now passed without a status update.
Key Contacts
Hussain Qureshi · Uzi Murad · Praveen Kumar · Laura McCutchan · Nav Dhaliwal (TELUS) · Naresh Babu
Dormant — Two Windows Dark
ACTION
Force a status call on TELUS — the SOF UAT opportunity's stated trigger date has now passed with no visibility into whether it's still live.
🟣
MICROSOFT & PARTNERS — Specialization Build-Out, Events, Dormant Staples
3 items
Activity & DetailsKey ContactsStatusAction Items
Microsoft Advanced Specialization — Evidence-Gathering Team Assembled Across Rogers, CIBC, Populus
Shalin circulated the full Module A (Azure Essentials Cloud Foundation) and Module B (Migrate Enterprise Applications) audit checklists on Sep 8, each requiring evidence — FinOps reviews, Well-Architected Reviews, Azure Landing Zone deployments, customer sign-offs — across 2–3 unique customers per control. On Sep 22, Shalin and Jigar agreed to assemble the team gathering that evidence for Rogers and CIBC, with Populus positioned as the third reference once it closes. Shalin flagged the option of a scoping call with ISSI, the third-party auditor, since this is mobileLIVE's first Advanced Specialization attempt.
Key Contacts
Shalin Dave · Jigar Solanki · Hussain Qureshi · Mohammad Siddiqui · Naresh Babu
Evidence-Gathering Underway
ACTION
Book the ISSI scoping call before committing an audit date — this is a first attempt and the evidence bar (2–3 customers per control) is unforgiving of gaps discovered late.
Microsoft AI Tour Toronto (Jan 13, 2027) & Databricks Partner Tech Summit — Sponsorship Decisions Pending
Shalin has now raised the Microsoft AI Tour Toronto sponsorship opportunity three times (Sep 8, 11, 15) without a decision recorded. Separately, Shalin flagged the Databricks Partner Tech Summit FY27 on Sep 18 as action-required registration for Kunal, Abdullah and Freeman. Both are enablement/visibility spend decisions sitting with oCTO while the GDS and Millennium Alliance follow-ups from the prior two windows continue to run.
Key Contacts
Shalin Dave · Praveen Kumar · Hussain Qureshi · Kunal Jangra · Naresh Babu
Decision Pending
ACTION
Decide the AI Tour sponsorship — three asks without an answer risks the relationship, not just the event. Confirm Databricks registration separately since it's a hard deadline, not a discussion.
Staples — Data & AI Capabilities Session Cancelled, No Reschedule
The "ML Arteka (mobileLIVE) Data and AI Capabilities – Staples" session with Peter Barrera (Microsoft) was cancelled Sep 9 with no reschedule visible anywhere in the window — the thread that opened this Microsoft-sourced lead has gone quiet.
Key Contacts
Peter Barrera (Microsoft) · Shalin Dave · Praveen Kumar · Naresh Babu
Dormant — No Reschedule
ACTION
Ask Shalin to get this back on Peter's calendar or confirm it's dead — a cancelled-with-no-follow-up meeting is how leads quietly disappear.
🟠
TEAM, HIRING & INTERNAL CAPABILITY
3 items
Activity & DetailsKey ContactsStatusAction Items
Azure Governance Framework Proposed After a Month of Ad-Hoc Account Cleanup
A running Sep 13–29 thread to sort out two overlapping Azure accounts — deleting orphaned resource groups (
cibc_demo, rab-demand-forecast, ml-assistant-donna, and others) with mixed sign-off and one unilateral deletion by Mehedi when nobody responded — surfaced the underlying problem: excessive Owner/Contributor access and no clear resource ownership. On Sep 29, Kunal proposed a formal Azure IAM & Governance Documentation Suite covering the full access lifecycle — request, approval, RBAC assignment, periodic review, and offboarding — plus a least-privilege re-baseline of existing access.Key Contacts
Kunal Jangra · Mehedi Hasan · Hammad Gulraiz · Jigar Solanki · Praveen Kumar · Naresh Babu
Framework Proposed — Awaiting Review
ACTION
Review Kunal's governance suite and set an implementation date — the ad-hoc cleanup pattern (delete-if-nobody-objects) is itself a governance gap this framework is meant to close.
AI Engineer & BSA Interviews Continue; Offshore Cutoff Date Still Open
Mohammed Baluch scheduled an AI Engineer interview with Mohammed Hashemi for Sep 17. Separately, Shakeel Hassan (HR/Admin Offshore) is still waiting on a cutoff date decision for Abdul Sammad Talha, flagged as needing final sign-off "today" on Sep 16 — the same one-month-notice mechanic from last window, where the decision date (not the exit date) starts the clock.
Key Contacts
Mohammed Baluch · Shakeel Hassan · Kashif Rizwan · Mohammad Siddiqui · Naresh Babu
Cutoff Decision Open
ACTION
Give Shakeel the cutoff date — it's been open since Sep 16 and the notice-period clock still isn't running.
⚡ Window Highlights — Aug 5 – Sep 1, 2026
🟢 407 ETR — Full RFP Cycle Run in 18 Days: Submitted, Demoed, Re-Priced
A cold-start RFP arrived Aug 6 with a very short deadline and became the window's dominant workstream. Proposal submitted, on-site supplier presentation delivered Aug 19–21, then six post-demo clarification questions landed Aug 20 with a two-stage deadline — written answers Aug 21 5pm, revised proposal, timeline and pricing Aug 24 5pm. Both were met. 407 ETR has since committed to the Expo framework and asked for GTA/Ontario-resident resources and QA Automation in scope. Decision now sits with 407 ETR.
🟦 Manulife MSA Signed — and CIBC Opens an Agentic Opportunity
The Manulife quote that had been silent for four weeks at the end of the last window is now closed: Shiv confirmed Aug 28 that the MSA is signed and filed — Manulife is an official partner. In parallel, Ayaz Essajee (CIBC) surfaced a new requirement for an AI/agentic capability that reads regulatory terms & conditions for APIs, tests against them, and issues gap-closure advisories ranked by criticality. Athar is holding a Friday 9am slot — Sep 11 or Sep 18 — and has asked for the AI team.
🔴 EnStream RFI — Stalled Past Two Weeks, Blocked on Test Devices
The EnStream Mobile Development RFI arrived Aug 7 and has cycled through five review sessions without closing. On Sep 1 Imran escalated directly — "can we review and discuss next steps? I need to get back to the customer. It's been more than 2 weeks." Same day the team hit a hard blocker: validating the proposed SDK approach needs one physical Android and one iOS device, and there are none in house — the lab team's answer was that a device "will not be available tomorrow." This is the one item in the window at real risk of damaging a new-client relationship.
🟡
PIPELINE & NEW CLIENTS — 407 ETR, EnStream, Manulife, Populus
4 items
Activity & DetailsKey ContactsStatusAction Items
407 ETR — Mobile App Modernization RFP: Submitted, Demoed, Re-Priced (NEW PURSUIT)
Shiv brought the RFP in with "this is a very real opportunity for us, deadline to respond is very short" and put Naresh and Hamza on the response document. Gauranga stood up a dedicated Teams channel and drove drafting; Kashif Rizwan owned the security questionnaire evidence pack; Jennifer Kung and Finance owned the financial disclosure. An extension to Monday 5pm was requested and granted, a final working session ran Aug 17, and the on-site supplier presentation was delivered in the Aug 19–21 slot (90 minutes requested).
Post-demo, procurement issued six final clarification questions with a split deadline — written answers Aug 21 5pm EST, revised proposal/timeline/pricing Aug 24 5pm EST. Both were delivered. The substantive asks and our positions:
• Resource location — strong client preference for GTA, or at least Ontario. Impacts staffing mix, timeline and price; answered by Siddiqui/Naresh.
• Expo framework — 407 ETR has decided to proceed with Expo. We recommended it in the original proposal, so no architecture, methodology, resourcing, schedule or cost impact. Known gap: no prior Expo delivery evidence — Bell, Freedom, Indigo and Fido apps predate the framework. References offered: Bell, FIDO, Freedom Mobile.
• QA Automation — added to scope as a dedicated automation team separate from developers, gating every build: Jest + React Native Testing Library at a 75% enforced / 85% target coverage, Maestro E2E against the full feature-parity backlog, performance-regression benchmarking against 407 ETR's own targets (99%+ crash-free, 60fps, 2–3s startup, 10% regression gate), automated WCAG 2.2 AA validation, and SAST + SBOM on every build. Tooling is open source; the automation build/maintain effort is already in the bid sheet at CAD 74,000; ongoing support is explicitly excluded and negotiable.
• Financial overview — Jennifer drafted the privately-held FY2025 position; Hussain pushed to add company size, revenue range, years in operation and business-performance indicators to build credibility.
Post-demo, procurement issued six final clarification questions with a split deadline — written answers Aug 21 5pm EST, revised proposal/timeline/pricing Aug 24 5pm EST. Both were delivered. The substantive asks and our positions:
• Resource location — strong client preference for GTA, or at least Ontario. Impacts staffing mix, timeline and price; answered by Siddiqui/Naresh.
• Expo framework — 407 ETR has decided to proceed with Expo. We recommended it in the original proposal, so no architecture, methodology, resourcing, schedule or cost impact. Known gap: no prior Expo delivery evidence — Bell, Freedom, Indigo and Fido apps predate the framework. References offered: Bell, FIDO, Freedom Mobile.
• QA Automation — added to scope as a dedicated automation team separate from developers, gating every build: Jest + React Native Testing Library at a 75% enforced / 85% target coverage, Maestro E2E against the full feature-parity backlog, performance-regression benchmarking against 407 ETR's own targets (99%+ crash-free, 60fps, 2–3s startup, 10% regression gate), automated WCAG 2.2 AA validation, and SAST + SBOM on every build. Tooling is open source; the automation build/maintain effort is already in the bid sheet at CAD 74,000; ongoing support is explicitly excluded and negotiable.
• Financial overview — Jennifer drafted the privately-held FY2025 position; Hussain pushed to add company size, revenue range, years in operation and business-performance indicators to build credibility.
Key Contacts
Naveen Venigalla (407 ETR) · Pritam Ambekar (407 ETR) · Shiv Verma · Gauranga Bhattacharyya · Mohammad Siddiqui · Kashif Rizwan · Kashif Ullah · Hamza Qamar · Hussain Qureshi · Jennifer Kung · Naresh Babu
Submitted — Awaiting Decision
ACTION
Close the Expo evidence gap before reference checks — build a defensible Expo capability story (team certifications, internal builds, migration playbook). Confirm the GTA/Ontario staffing commitment is actually deliverable at the priced mix, and chase 407 ETR for the evaluation timeline.
EnStream — Mobile Development RFI Stalled Two Weeks, Blocked on Devices (AT RISK)
Kai Shehzad sent the confidential Mobile Development RFI to Imran on Aug 7. Imran produced a first-pass response and pulled Naresh in to review; Gauranga then brought in Kashif Rizwan and Kashif Ullah, and the RFI ran through five separate review sessions (Aug 18, 19, 20/21, 27, 30) — including one push-back from Kashif to "move this sync to tomorrow, I need some more time to complete my homework" — without producing a customer-ready response.
Sep 1 brought two escalations on the same day. Imran, on the SDK next-steps thread: "can we review and discuss next steps? I need to get back to the customer. It's been more than 2 weeks." He is now trying to book a slot with Kai to deliver an RFI update. Separately, Kashif Ullah raised a hard dependency: validating mobileLIVE's proposed solution requires one physical Android and one iOS device. Siddiqui's response — "I don't think we have any inhouse", then after checking the lab team, "most likely the device will not be available tomorrow."
Sep 1 brought two escalations on the same day. Imran, on the SDK next-steps thread: "can we review and discuss next steps? I need to get back to the customer. It's been more than 2 weeks." He is now trying to book a slot with Kai to deliver an RFI update. Separately, Kashif Ullah raised a hard dependency: validating mobileLIVE's proposed solution requires one physical Android and one iOS device. Siddiqui's response — "I don't think we have any inhouse", then after checking the lab team, "most likely the device will not be available tomorrow."
Key Contacts
Kai Shehzad (EnStream) · Murphy To (EnStream) · Simon Wong (EnStream) · Imran Mian · Gauranga Bhattacharyya · Kashif Rizwan · Kashif Ullah · Mohammad Siddiqui · Naresh Babu
At Risk — 2+ Weeks Overdue
ACTION
Unblock the device dependency this week — buy or rent one Android and one iOS handset rather than waiting on the lab queue; a new-client RFI should not stall on hardware. Then set a hard internal date for the response and let Imran commit it to Kai.
Manulife — MSA Signed, Official Partner (CLOSED)
Shiv confirmed on Aug 28 that the Master Services Agreement has been signed and uploaded to the shared folder, under the subject line "Manulife - Official Partner." This resolves the risk carried out of the last window, where the ~$1.08MM quote had gone four weeks without a response. Contracting is now in place; the next step is converting the MSA into a first statement of work.
Key Contacts
Shiv Verma · Jahan Ali · Hussain Qureshi · Mohammad Siddiqui · Hamza Qamar · Vas Aditya · Jennifer Kung · Naresh Babu · Arnold Katebi (Manulife)
MSA Signed
ACTION
Convert the signed MSA into a priced first SOW — the agreement on its own generates no revenue. Confirm who owns the first engagement and the target start.
Populus / PFG — First Executive MBR Delivered with SDD Case Study
The Aug 17 MBR secured in the previous window was prepared and delivered. Uzi drove the deck through several rounds with Junaid: the generic SDD overview was replaced with mobileLIVE's standard SDD slides — the same set presented at the TELUS online-tool proposal meeting — verbiage was moved to speaker notes for voice-over, and Uzi asked for a dedicated spec.md slide alongside the SDD narrative. The OfferVine build supplied the case study, and the master deck was assembled using the internal mlarteka-pptx skill. Muzamal (Populus Financial / Ace Cash Express) was engaged in the review directly.
Key Contacts
Uzi Murad · Junaid Hussain Muzamal · Mohammad Siddiqui · Hussain Qureshi · Naresh Babu · Muzamal L. (Ace Cash Express) · G. Bhattacharya (Populus Financial)
MBR Delivered
ACTION
Capture what the SDD case study actually landed with PFG's architecture group — they are hunting cost reduction, and this is the opening for an expansion conversation at the next MBR.
🔵
ROGERS — Account Coverage, Staffing Pipeline & Governance
3 items
Activity & DetailsKey ContactsStatusAction Items
Rogers — Account Coverage Through Shiv's Vacation (Aug 14–26)
Shiv handed over the Rogers account on Aug 13 before a two-week absence (Aug 14–26), distributing a named staffing matrix across Naresh, Siddiqui, Hamza, Laura, Vas and Praveen. The handover covered nine hiring-manager tracks — Amandeep (Sudhee: Komal interview Monday, new profiles needed for Eshwar and Jaydip; Sen: offshore front-end profiles needed), Ryan Ku (profiles shared, interviews to be scheduled), Tasneem (interview set), Angela (two new PO onboardings), Jill (new PRF opened for a lead, offshore profiles needed), Sreeraj (backend interview to reschedule, TSA feedback pending, second backend profile needed), Kris (new profiles) — plus Andrea's onshore/offshore mix still pending with Jennifer, an undefined offshore support model for UX/Analytics/PO, and a Procurement/HachiAI follow-up with Mark and Brendan parked until his return. Naresh was asked directly to support the BSA track. Shiv returned Aug 26 and asked the group for a summary of notables from the period.
Key Contacts
Shiv Verma · Mohammad Siddiqui · Hamza Qamar · Laura McCutchan · Vas Aditya · Praveen Kumar · Naresh Babu · Jennifer Kung
Coverage Completed
ACTION
Send Shiv the consolidated notables summary he asked for on Aug 26 — it is still outstanding, and it is the input to the next bi-weekly review.
Rogers — Bi-Weekly Review Now Requires a Live JIRA Board Per Function
Coming out of the Aug 12 Rogers account bi-weekly review, Shiv set a standing reporting requirement: every function lead must "have your JIRA board ready for sharing" at the meeting and prepare updates against fixed categories — Account and People. This formalizes the direction he gave in June (create JIRA tickets to track action items, share the board so it can be added to the tracker). Shalin Dave was added to the review distribution, bringing the Microsoft co-sell view into the Rogers account forum.
Key Contacts
Shiv Verma · Hussain Qureshi · Jennifer Kung · Vas Aditya · Hamza Qamar · Laura McCutchan · Mohammad Siddiqui · Praveen Kumar · Shalin Dave · Naresh Babu
Cadence Active
ACTION
Confirm the oCTO JIRA board is current against the ML 360 tickets and shareable at the next bi-weekly — the board itself is now the deliverable, not the slide.
Rogers — AI/Architecture Profiles Submitted; One Pipeline Candidate Lost to Rogers Attrition
Vas submitted profiles into the Rogers demand at the start of the window, including Rakshit for the Senior AI Transformation Consultant / Lead AI Engineer role. Alongside that, two Telecom Solution Architect candidates and two CIBC Senior Solution Architect candidates went out. One consequence worth noting for pipeline hygiene: Keyur reported on Aug 11 that a Telecom Solution Architect candidate is no longer at Rogers — his position ended last month, which changes both his placement value and what it signals about role stability on the client side.
Key Contacts
Vas Aditya · Keyur Patel · Naresh Babu · Jigar Solanki
Profiles In Review
ACTION
Clear the review backlog on submitted profiles — several tracks in Shiv's handover are waiting on interview slots and feedback from oCTO, not on sourcing.
🟢
CIBC & TELUS — Agentic Assurance Opportunity, BFSI Cadence
3 items
Activity & DetailsKey ContactsStatusAction Items
CIBC — Regulatory API Assurance: Client-Originated Agentic AI Requirement (NEW OPPORTUNITY)
Hamza picked this up in conversation with Ayaz Essajee (CIBC) after a Friday session, and Athar took it to Ayaz formally on Aug 24. The requirement, in Ayaz's framing: deploy AI/agentic capability to read the regulatory terms and conditions applying to APIs, test the APIs against those terms, and generate an advisory on how to close each gap while ranking criticality. This is a client-originated agentic use case in a regulated function — the highest-value shape of opportunity available to us at CIBC, and it maps directly onto oCTO's AI assurance capability rather than onto staffing.
Ayaz's reply: "lets chat in a couple of weeks. Fridays are typically good for me at 9am." Athar has offered Sep 11 or Sep 18 and has committed to bringing the AI team into the discussion. A separate internal CIBC working session ran with Jigar on Aug 24, and Jigar came from the CIBC site to the ML office on Sep 1 to connect.
Ayaz's reply: "lets chat in a couple of weeks. Fridays are typically good for me at 9am." Athar has offered Sep 11 or Sep 18 and has committed to bringing the AI team into the discussion. A separate internal CIBC working session ran with Jigar on Aug 24, and Jigar came from the CIBC site to the ML office on Sep 1 to connect.
Key Contacts
Ayaz Essajee (CIBC) · Jigar Solanki (CIBC) · Athar Aslam · Hamza Qamar · Hasan Jafri · Mohammad Siddiqui · Naresh Babu
Discovery — Sep 11 or 18
ACTION
Lock the Friday 9am slot and go in with a concrete artefact, not a capability deck — a worked example of regulatory-terms extraction plus API conformance testing and a criticality-ranked advisory. Nominate the AI team members before the date.
BFSI Account Review Cadence & Agentic Banking Material
The Biweekly BFSI Account Review continued through the window (Aug 13 cycle), with Athar chasing outstanding slide contributions across the CIBC, TELUS and pipeline decks. Separately, Jahan circulated a substantial reference pack on Agentic AI in Banking / Agentic Banking to Naresh, Praveen, Hussain and Jigar on Aug 18 — directly relevant to the CIBC regulatory-assurance pursuit that opened six days later.
Key Contacts
Athar Aslam · Jahan Ali · Praveen Kumar · Hussain Qureshi · Jigar Solanki · Hamza Qamar · Laura McCutchan · Naresh Babu
Cadence Active
ACTION
Mine the agentic-banking pack for the CIBC discovery session — there is a ready-made point of view in it that should not be rebuilt from scratch.
TELUS — Account Went Quiet for the Full Window
The Bi-Weekly Sales Review for TELUS was cancelled on Aug 5 (Hussain moved it because Uzi was OOO) and no replacement session and no TELUS commercial traffic appeared for the rest of the window. The two fronts opened in the previous window — the Online Tools Modernization proposal at v0.12, previewed to Jovan to positive feedback, and the new SOF UAT regression-automation opportunity tied to an end-September architecture revamp — have had no visible movement. The end-September driver on the SOF opportunity makes this the more time-sensitive of the two.
Key Contacts
Hussain Qureshi · Uzi Murad · Praveen Kumar · Laura McCutchan · Adnan Aly · Vas Aditya · Nav Dhaliwal (TELUS) · Naresh Babu
Dormant — Follow Up
ACTION
Re-instate the TELUS bi-weekly and get a status on the Online Tools proposal and the SOF UAT automation opportunity — the SOF window closes with the end-September architecture revamp.
🟣
MICROSOFT & PARTNERS — Specialization, FY27 Planning, Ecosystem
5 items
Activity & DetailsKey ContactsStatusAction Items
Microsoft — Second Run at an Advanced Specialization: Migrate Enterprise Applications with Azure
Shalin opened this on Aug 11 with the plain admission that "we were unable to meet the requirements for the AI Apps Advanced Specialization last month due to a few outstanding criteria" — and that Partner Center now confirms eligibility for a different one: Migrate Enterprise Applications with Microsoft Azure (Modernizing Applications on Azure). Achieving it would strengthen market differentiation, co-sell alignment and positioning in Microsoft-led opportunities.
The audit bar is evidence-heavy and lands on oCTO: three enterprise application migration/modernization projects delivered to production in the last 12 months, plus customer evidence across assessment, solution design, modernization deployment, monitoring, testing and post-deployment operations; Azure Landing Zone implementations with repeatable deployment methodology; Azure Well-Architected Reviews and governance/security assessments; DevOps, automation and monitoring tooling evidence; customer skilling and adoption plans; and customer sign-off artefacts presentable at audit. Shalin asked Naresh, Jigar and Siddiqui for candidate projects, available documentation, sign-offs, and any known gaps needing remediation before an audit is scheduled. Sync sessions were scheduled Aug 12 and Aug 14.
The audit bar is evidence-heavy and lands on oCTO: three enterprise application migration/modernization projects delivered to production in the last 12 months, plus customer evidence across assessment, solution design, modernization deployment, monitoring, testing and post-deployment operations; Azure Landing Zone implementations with repeatable deployment methodology; Azure Well-Architected Reviews and governance/security assessments; DevOps, automation and monitoring tooling evidence; customer skilling and adoption plans; and customer sign-off artefacts presentable at audit. Shalin asked Naresh, Jigar and Siddiqui for candidate projects, available documentation, sign-offs, and any known gaps needing remediation before an audit is scheduled. Sync sessions were scheduled Aug 12 and Aug 14.
Key Contacts
Shalin Dave · Naresh Babu · Jigar Solanki · Mohammad Siddiqui · Hussain Qureshi
Readiness Assessment
ACTION
Do the honest gap call before committing to an audit date — we already failed one specialization on outstanding criteria. Name the three production migrations and confirm customer sign-off artefacts actually exist; if ALZ or Well-Architected Review evidence is missing, say so now rather than at audit.
Microsoft — FY27 GTM Partner Readiness Assessment & Tech Plan Review (Sep 2)
Bruno Mendes de Moraes (Microsoft) ran a partner technical assessment for FY27 planning, framed explicitly as "not an audit or scorecard" but a joint-planning exercise. Shalin asked Naresh and Praveen to complete it (Aug 13, followed up Aug 17). The FY27 GTM motion is organized into two blocks that determine where co-sell and enablement investment will flow:
• Frontier — AI in the Flow of Human Ambition (Copilot, Copilot Studio, agents); Amplify Your Intelligence (Fabric, Azure AI Foundry, grounding); Ubiquitous Innovation (GitHub Copilot, AI-assisted development, AI-native apps); Trusted AI (security, identity, governance, compliance).
• Core — AI-ready Productivity & Security; Agentify Business Processes (Dynamics 365, Power Platform); Unified Data & AI Estate (Fabric, Azure Data); Modernize with Confidence (Azure infrastructure and application modernization) — which is the same territory as the Advanced Specialization above.
The assessment also asks for FY27 industry and segment focus, and the output may include technical enablement, architecture workshops, offer development, marketplace/co-sell readiness, specialization alignment, or customer-reference development. The follow-on Tech Plan Review with Microsoft is Sep 2, 3:00–3:50 PM, with Naresh, Praveen and Hussain invited.
• Frontier — AI in the Flow of Human Ambition (Copilot, Copilot Studio, agents); Amplify Your Intelligence (Fabric, Azure AI Foundry, grounding); Ubiquitous Innovation (GitHub Copilot, AI-assisted development, AI-native apps); Trusted AI (security, identity, governance, compliance).
• Core — AI-ready Productivity & Security; Agentify Business Processes (Dynamics 365, Power Platform); Unified Data & AI Estate (Fabric, Azure Data); Modernize with Confidence (Azure infrastructure and application modernization) — which is the same territory as the Advanced Specialization above.
The assessment also asks for FY27 industry and segment focus, and the output may include technical enablement, architecture workshops, offer development, marketplace/co-sell readiness, specialization alignment, or customer-reference development. The follow-on Tech Plan Review with Microsoft is Sep 2, 3:00–3:50 PM, with Naresh, Praveen and Hussain invited.
Key Contacts
Bruno Mendes de Moraes (Microsoft) · Shalin Dave · Praveen Kumar · Hussain Qureshi · Naresh Babu
Tech Plan Review — Sep 2
ACTION
Pick two Frontier conversations and one Core conversation to actually commit to — spreading across all eight produces no enablement. Align the answer with the Azure modernization specialization so one evidence base serves both.
Vector Institute FastLane — Winter 2027 MLA Cohort (Generative & Agentic AI)
Jennifer forwarded the FastLane programme update on Aug 13 covering Anthropic credits, the MLA cohort and an IPON session. Applications for the FastLane MLA Program Winter 2027 Cohort — Generative & Agentic AI opened Aug 25 and the deadline was extended on Aug 31, which keeps the option live. This is the cheapest available route to third-party validated agentic-AI capability and to compute credits, and it lines up with both the CIBC agentic pursuit and the Microsoft Frontier conversations.
Key Contacts
Jennifer Kung · Jahan Ali · Hussain Qureshi · Naresh Babu · Vector Institute FastLane team
Application Window Open
ACTION
Decide on the Winter 2027 cohort application while the extension holds — and confirm whether the Anthropic credits are claimable independently of the cohort.
Millennium Alliance — Executive Event Attended, Debrief and Reconnect
Naresh attended the Millennium Alliance executive event Aug 24–26 in Texas (HALL Park Hotel), with Hussain and Uzi. An internal debrief was held Aug 27 with Uzi, Hussain and Donna, and the organizer scheduled a Millennium Alliance Reconnect for Sep 2, 3:30–4:00 PM — the follow-up slot where event conversations convert into pipeline or don't. A billing reconciliation on the room charge ran alongside (the booking was filed against the full legal name), now resolved with Lauren Orr.
Key Contacts
Naresh Babu · Hussain Qureshi · Uzi Murad · Donna Galloway · Kyle Van Wagner (Millennium Alliance) · Lauren Orr (Millennium Alliance)
Reconnect — Sep 2
ACTION
Bring named follow-ups to the Sep 2 Reconnect. An executive event with no attributable opportunities out of it is a cost line, and the debrief already happened — the list should exist.
Ecosystem & Brand Visibility — Day of Data, ALL IN, HackerX
Three visibility items came in during the window. Day of Data Toronto 2026 at Microsoft HQ on Sep 26, organized by Toronto Data Professionals — Shalin flagged it as a community engagement and brand visibility opportunity. ALL IN Conference 2026 — Yasmine chased registration by end of week Aug 26 and is building the company profile, so unregistered attendees drop off it. HackerX AI Toronto x emergiTEL on Aug 27, sponsored by emergiTEL and hosted on the second floor of our own office — Jahan flagged it as short notice but worth attending for Dev, data and AI talent, which is the same talent pool the open AI and architecture roles are competing for.
Key Contacts
Shalin Dave · Yasmine Lee · Donna Galloway · Jahan Ali · Praveen Kumar · Vas Aditya · Naresh Babu
Informational
ACTION
Confirm ALL IN registration is in before the company profile closes, and decide whether Day of Data on Sep 26 gets a speaker or just attendance.
🟠
TEAM, HIRING & INTERNAL CAPABILITY
5 items
Activity & DetailsKey ContactsStatusAction Items
Hiring Decisions Waiting on oCTO — AI Transformation Consultant & Banking SA
Two hiring tracks are held up at the decision, not at sourcing. On the AI Transformation Consultant / Lead AI Engineer role, Vas escalated on Aug 25: "The second interview with Ahsan happened over 2 weeks ago and the candidate has been following up with us since then. Please provide us with the update on your decision so that we can close." Naresh's reservation is commercial rather than technical; Vas's counter-question — whether we would hire at the departing incumbent's rate — is the open decision. On Banking Solution Architect, Vas asked the same day for interview slots and is waiting. The pattern from the previous window is repeating: we lost the Telecom Architect candidate to our own offer delay, and this candidate has been following up for over two weeks.
Key Contacts
Vas Aditya · Naresh Babu · Keyur Patel · Mohammad Siddiqui
Decision Overdue
ACTION
Answer Vas on the AI Transformation Consultant this week — yes at the benchmark rate, or no and reopen the search. Release Banking SA interview slots at the same time.
Business Systems Analyst — Candidate Advanced to Case-Study Round at Rogers Site
The BSA track Shiv specifically asked Naresh to support progressed during the window. Siddiqui circulated the candidate's resume Aug 24; Sahil ran the first conversation and moved him forward on Aug 26 to two short case studies focused on solutioning and problem-solving, with an in-person session at the Brampton (Rogers) location — Sahil coordinating arrival through the security desk, Shubham Gupta and Siddiqui on the panel. This is the most advanced of the open roles.
Key Contacts
Sahil Kohli · Mohammad Siddiqui · Shubham Gupta · Shiv Verma · Naresh Babu
Case Study Round
ACTION
Get the case-study outcome and a decision inside a week — this role is backfilling a support gap Shiv escalated before his vacation.
Attrition & Offshore Performance Management
Two departures completed in the window: an AI-side consultant left Aug 26 after four months — which is what created the AI Transformation Consultant vacancy now waiting on a decision — and an offshore team member's last day was Aug 7, with company asset return still unresolved as of Aug 31 despite IT follow-ups. Separately, HR opened a performance-management track on an offshore resource, asking oCTO directly for the plan and a timeframe, and noting that a one-month notice period applies from whatever cut-off date is set — so the decision date, not the exit date, is what drives coverage. HR has already met the individual. Naresh owns the call. A separate HR thread on solutioning timeline and onboarding support came in Aug 28.
Key Contacts
Shakeel Hassan (HR/Admin Offshore) · Mohammad Siddiqui · Kashif Rizwan · Ubaid Ullah · IT Support · Naresh Babu
Decision Pending
ACTION
Give HR a dated answer on the performance track — the one-month notice clock only starts once oCTO sets the cut-off, and coverage planning depends on it. Close out the outstanding asset return.
ML arteka Domain Migration — Sign-In Cutover and Tooling Fallout
The Microsoft 365 email domain migration executed Aug 20: primary accounts moved from @mobilelive.ca to @mlarteka.com. ML arteka is now the market-facing brand while mobileLIVE remains the operating company, and legacy addresses stay active. Two knock-on effects hit oCTO directly. First, email signatures broke company-wide — the new website changed the domain and signature images stopped resolving, requiring everyone to re-apply the updated signature (Aug 26). Second, the identity change broke third-party AI tooling logins: Naresh's Anthropic and Miro access failed, raised as INC-4561 on Aug 24, with IT's resolution being to keep using the legacy @mobilelive.ca address for those logins — closed Aug 29 along with a related mail-delivery failure. Worth noting as a live pattern: SaaS identities tied to the old domain will keep surfacing until they are deliberately migrated.
Key Contacts
Mehedi Hasan (Systems Admin) · Adnan Arif (IT Support) · Donna Galloway · Naresh Babu
Cutover Complete
ACTION
Get IT to inventory every SaaS and AI tool still authenticating on @mobilelive.ca and plan a deliberate migration — the current workaround leaves oCTO's AI tooling on a legacy identity.
oCTO Bi-Weekly Business/Tech Review — Expanded Metrics Agenda (Sep 2)
Hussain issued the agenda for the oCTO Bi-Weekly Business/Tech Review on Sep 2, and it is materially broader than a status meeting — it is a metrics obligation on oCTO. Requested: functional org chart; three-month project forecast; resource billability for the last month and forecast for three; upsell status on project CRs initiated by oCTO; requirement gap measured as the number of zero-dollar PCRs; solution gap; Quality Index reporting across Solution, Development and QA KPIs; estimation accuracy (projects delivered within forecast budget to date); top ten projects by value with status and contribution; key challenges; project split by client-supported hours; innovation demonstrated in engagements; thought leadership / industry contributions; technology updates and initiatives; and a COP people pulse check. Separately, Hifza booked a session with Naresh on Aug 31 covering the offering creation process, offerings in progress and completed, and the offerings portal.
Key Contacts
Hussain Qureshi · Jigar Solanki · Praveen Kumar · Jahan Ali · Hammad Gulraiz · Jennifer Kung · Farhana Mostafa · Sahil Kohli · Hasan Jafri · Hifza Dinar · Senam Khan · Naresh Babu
Review — Sep 2
ACTION
Two of these — zero-dollar PCR count and estimation accuracy — need a data source that does not exist yet. Establish how they will be measured before committing numbers to the review.
⚡ Window Highlights — Jul 23 – Aug 4, 2026
🟢 Microsoft — First Tier 1 QBR & FY27 Joint Plan Land in August
Gui Tsuchida issued the FY27 Joint Planning brief with seven prep areas — growth ambition, AI & Frontier Transformation strategy, GTM (incl. top 20 strategic accounts, co-sell, marketplace), solutions & IP, capability development (Advanced Specialization targets), executive alignment, and success metrics. Shalin drafted the agenda Jul 28 and asked Naresh and Jahan for input. First QBR: first or second week of August.
🟦 Rogers — Resource Mix Reset to 60/40 Offshore
Kaman Ramnaraine (Jul 28) declared the current onshore/offshore split wrong and set a 60/40 target. Andriy Leshchynskyy (Tech Lead) and Pankaj Singh (Dev-FE) move to offshore; four new offshore seats open (Dev-AI onboarding, 2× Java Backend, Technical Analyst). Shiv is sourcing replacements; the first Technical Analyst profile went to Rogers Aug 4.
🟡 Populus / PFG — Executive MBR with the CIO Secured
Melissa Bruner (CIO & SVP, Populus Financial) approved a recurring Monthly Business Review; first session Aug 17, Henry Luna added. Uzi intends to use the forum for an SDD case study and the relevant slice of AQI — PFG's head of Architecture is explicitly hunting cost-reduction plays.
🟡
BANKING / GDS PIPELINE
5 items
Activity & DetailsKey ContactsStatusAction Items
Populus / PFG — Executive MBR Secured with CIO (NEW GOVERNANCE)
Uzi proposed a recurring executive governance forum to Melissa Bruner (CIO & SVP, Populus Financial) on Jul 23 at Hussain's request; Melissa approved Jul 28 — "I think this is a great idea — let's get it set up" — and added Henry Luna. First MBR: Aug 17. James (head of PMO) shared PFG's existing vendor-MBR agenda as a template (exec summary, KPI dashboard, program status, risks & issues, executive decisions required, 30-day look-ahead). Uzi wants two innovation slots on it: an SDD case study from the Offervine build (to tee up expansion) and the relevant parts of AQI. PFG's head of Architecture is focused on discovery of cost-reducing solutions. Uzi is OOO the first two weeks of August — prep session held Jul 29.
Key Contacts
Uzi Murad · Naresh Babu · Hussain Qureshi · Mohammad Siddiqui · Junaid Hussain · Melissa Bruner (PFG) · Paul Sarver (PFG) · Henry Luna (PFG)
Scheduled — Aug 17
ACTION
Build the SDD case study + AQI slice for the Aug 17 deck; assign MBR ownership to cover Uzi's OOO through Aug 15
Staples — Luke Promoted to VP; 2026 App Build Opens a Bid
Shiv worked from the Staples office Jul 27. Luke has been promoted to VP of Product and Data Analytics, with Application Analytics now inside his scope (core analytics pipelines/ELT stay with IT/Chris). Staples is looking to build an app in 2026 — Browse, eCommerce and Self-Service; Shiv is working Brian to get mobileLIVE into the bidding. This sits on top of Brian's earlier ask (Jul 13) for what a POC/trial of our SDD agents on an existing app would cost.
Key Contacts
Shiv Verma · Naresh Babu · Hamza Qamar · Praveen Kumar · Mohammad Siddiqui · Vas Aditya · Luke (Staples) · Brian (Staples)
Hot — Bid Forming
ACTION
Produce SDD-agent POC pricing bands and position mobileLIVE for the 2026 app RFP before the bid window opens
Manulife Bank — ~$1.08MM Quote Still Awaiting Decision
The API Modernization & Marketplace quote submitted Jul 7 ($100K scoping + $980K delivery, hybrid team of 8) has produced no client response in this window. The second opportunity — PO COE / Forward-Deployed Product Engineers — also remains unworked. This is now roughly four weeks with no signal on the largest open number in the pipeline.
Key Contacts
Naresh Babu · Hamza Qamar · Shiv Verma · Hussain Qureshi · Arnold Katebi (Manulife)
Silent — Needs Chase
ACTION
Direct follow-up to Arnold Katebi this week; get a decision date or a reason on the record
Forbright Bank — AQI Follow-Up Outstanding
After the Jul 15 working session with Soni Parchuri and N. Guduri, Uzi sent the follow-up Jul 16 offering AI-in-testing guidance plus AQI offerings mapped to their stated objectives. No reply logged in this window. Carried forward from the Jul 9–22 cycle.
Key Contacts
Uzi Murad · Naresh Babu · Gauranga Bhattacharyya · Jigar Solanki · Soni Parchuri (Forbright) · Derek Stepan (Forbright)
Awaiting Response
ACTION
Re-engage Soni with a concrete AQI pilot scope against their Selenium/C# + GitLab stack
ML Arteka Banking Sales Deck — Delivered
Against Jahan's standing ask for industry decks, Hamza delivered the ML Arteka Banking Sales Deck Jul 29 — "good to be shared, though we will keep evolving it" — with the Telco deck following. Built on the refreshed ML Arteka common slides.
Key Contacts
Hamza Qamar · Jahan Ali · Donna Galloway · Hussain Qureshi · Naresh Babu · Shalin Dave
✅ Delivered
ACTION
Review for technical accuracy; land the Telco deck and align both to the Microsoft FY27 offer portfolio
🔵
ROGERS — Resource Mix, Staffing & Account Operations
4 items
Activity & DetailsKey ContactsStatusAction Items
Rogers Resource Mix — Forced Correction to 60/40 Offshore
Kaman Ramnaraine (Sr Manager, Mobile App Delivery) wrote Jul 28: "we currently do not have the right split of offshore vs onshore resource mix in the team, so we need to correct this." The plan to reach 60/40: Andriy Leshchynskyy (Technical Lead) → move to offshore, Pankaj Singh (Dev-FE) → move to offshore, plus four new offshore seats — Dev-AI (onboarding in progress), 2× Backend Java Developer, and Technical Analyst. Shiv responded he would "work with my team to find the optimal replacements" and chased Chetna/Sreeraj for BE and Tech Analyst JDs. First profile (Kashif Jamshaid, Technical Analyst) submitted to Rogers Aug 4 with an interview request.
Key Contacts
Shiv Verma · Naresh Babu · Mohammad Siddiqui · Vas Aditya · Kaman Ramnaraine (Rogers) · Chetna Mahajan (Rogers) · Sreeraj Rajan (Rogers)
Onshore Displacement
ACTION
Land the redeployment plan for Andriy and Pankaj before their seats close; secure JDs and fill the four offshore roles ahead of Shiv's Aug 14–26 vacation
Rogers PRF Pipeline — Approvals Pending, Two Closures
Shiv opened two PRFs on Jul 28 awaiting Praveen's and Naresh's approval — one for Kaman's Mobile team, one for Ryan Ku's Analytics team — and chased them Jul 31. A separate PRF for Technical Solution Analyst (Rogers, offshore) was initiated Jul 29. Two Senior BSA PRFs were closed Jul 31: one lost ("changed to an FTE"), one filled ("Sahib added").
Key Contacts
Shiv Verma · Naresh Babu · Praveen Kumar · Vas Aditya
Approval Pending
ACTION
Naresh + Praveen to clear the two open PRFs — each offshore hire carries a 1.5–2 month onboarding lag
mobileLIVE Product Community of Practice — Rogers Engagement
Shiv extended the mobileLIVE Product CoP to Rogers product contacts (Fatima Khan, Sami Rehman) on Jul 30 — a structured way to keep mobileLIVE product thinking visible inside the Rogers organization beyond delivery teams.
Key Contacts
Shiv Verma · Naresh Babu · Hamza Qamar · Fatima Khan (Rogers) · Sami Rehman (Rogers)
Engagement
ACTION
Set the CoP agenda and cadence; use it to seed the spec-driven delivery narrative at Rogers
Rogers Account Operations — CR Review & Cadence Changes
CR review session held Jul 28 with Rajali Petkar (Rogers). The ADLC & Marketplace Monthly Review Sync was canceled Jul 23 by Samar Mahjoub — the standing marketplace governance forum is currently dark. Monthly BSA Status Update Meeting continues under Shiv.
Key Contacts
Shiv Verma · Naresh Babu · Rajali Petkar (Rogers) · Samar Mahjoub (Rogers) · Zia UrRehman (Rogers)
Monitor
ACTION
Confirm whether the ADLC / Marketplace sync is being rescheduled or retired — it is our marketplace visibility channel
🟢
CIBC & TELUS — Modernization, Estimates & Delivery
3 items
Activity & DetailsKey ContactsStatusAction Items
TELUS Online Tools Modernization — Proposal Goes to Client
The proposal matured fast through this window: estimation sheet v0.4 (Jul 24) → v0.5 (Jul 27) with a rebuilt WBS from Gauranga, reviewed by Jigar; proposal v0.12 and the final client deck circulated Jul 31. Uzi previewed it to Jovan on Jul 30 — "very positive feedback, including the e2e support plan" — with a notable unprompted comment on Iris. Client meeting is this week; Uzi presents the first and last slides, Gauranga the body. Hussain and the account team are attending.
Key Contacts
Uzi Murad · Gauranga Bhattacharyya · Naresh Babu · Jigar Solanki · Hussain Qureshi · Adnan Aly · Rose Fregoso · Mohammad Siddiqui · Jovan (TELUS)
Client Meeting This Week
ACTION
Final technical review of the v0.12 proposal and v0.5 estimate before it lands; be ready on the e2e support model
TELUS SOF — UAT Regression Automation Opportunity (NEW)
Uzi (Jul 27): the client wants a regression suite for SOF UAT. The compelling event is a architecture revamp delivering end of September that requires full regression. Gohar confirmed no test automation exists on the project today, so a tool has to be introduced. Uzi asked Naresh and Siddiqui directly whether AQI applies here — and noted a suite built for the client could also be leveraged by our own QA. Working session held Jul 28.
Key Contacts
Uzi Murad · Naresh Babu · Mohammad Siddiqui · Gohar Aziz · Annas Salman · Kashif Rizwan · Gauranga Bhattacharyya
New Opportunity
ACTION
Give Uzi the AQI applicability call and a tool recommendation; scope against the end-September revamp deadline
CIBC — Biweekly Account Review & Delivery Continuity
Biweekly BFSI Account Review held Jul 30 (Athar driving slide completion across CIBC and the other BFSI accounts). Ola Subair ran a dedicated CIBC project update Jul 23. On staffing, a Sr Solution Architect candidate (Jian — 20+ years IT/solution architecture) was submitted Jul 30 for the CIBC role.
Key Contacts
Athar Aslam · Naresh Babu · Jigar Solanki · Olalekan Subair · Vas Aditya · Hamza Qamar · Hussain Qureshi
In Progress
ACTION
Move Jian through to client submission; keep Callisto / Move Money estimates current in the biweekly pack
🟣
MICROSOFT & PARTNERS — FY27 Planning, Skilling, Anthropic
3 items
Activity & DetailsKey ContactsStatusAction Items
Microsoft FY27 Joint Planning — Seven Prep Areas, QBR in August
Gui Tsuchida's FY27 brief (Jul 20, forwarded by Shalin Jul 28) sets the bar for our Tier 1 status: "As a Tier 1 partner, you are part of a select group receiving increased engagement, visibility, and investment from Microsoft. With that comes a higher expectation for planning, execution, and business impact." Seven areas to prepare — (1) FY27 growth ambition (objectives, investments, revenue/pipeline targets, expansion); (2) AI & Frontier Transformation strategy (agentic AI, Copilot, Fabric, differentiation); (3) sales & GTM (target segments, top 20 strategic accounts, co-sell priorities, marketplace strategy, campaigns); (4) solutions & offer portfolio (repeatable IP, industry offerings, customer references); (5) capability development (hiring, technical readiness, Advanced Specialization targets); (6) executive alignment (sponsors); (7) success metrics. Shalin has drafted the agenda and asked Naresh and Jahan for input on the sections matching our current and planned capability. First Tier 1 QBR: first or second week of August.
Key Contacts
Shalin Dave · Naresh Babu · Jahan Ali · Hussain Qureshi · Praveen Kumar · Gui Tsuchida (Microsoft) · Bruno Mendes de Moraes (Microsoft)
Due This Week
ACTION
Naresh owns areas 2, 4 and 5 — AI/Frontier strategy, repeatable IP (SDD, AQI, agent validation) and the Advanced Specialization roadmap. Input back to Shalin before the QBR date lands.
Microsoft Skilling — Frontier Transformation Engineer Badge & Certifications
Shalin attended the Microsoft Kick-off Jul 22 and brought back the new Microsoft Frontier Transformation Engineer badge (Jul 23) — an advanced AI skilling path for the technical team, and directly relevant to prep area 5 of the FY27 plan. A free DP-700 exam voucher was also secured and assigned to Gauranga Jul 22 (time-limited).
Key Contacts
Shalin Dave · Naresh Babu · Praveen Kumar · Mohammad Siddiqui · Gauranga Bhattacharyya
Nominations Open
ACTION
Nominate the Frontier badge cohort and tie it to the FY27 capability-development commitment; confirm Gauranga books DP-700 inside the voucher window
Anthropic / Claude — API Access Provisioned, Branded-Slides Skill Shipped
Two concrete steps on the Claude partnership. Claude Code API access is now provisioned under the mobileLIVE subscription — Ruchika Jangid raised the request Jul 31 (INC-4471) and Mehedi granted Developer-role access on the ML Claude console Aug 4. Separately, Hamza shipped an updated Claude Skill for ML Arteka branded slides Jul 30 (with improvements from Donna and Laura) to the full leadership and delivery distribution — users must remove the prior version before installing.
Key Contacts
Hamza Qamar · Naresh Babu · Mehedi Hasan · Ruchika Jangid · Donna Galloway · Laura McCutchan
✅ Provisioned
ACTION
Track Claude console seat allocation and spend; fix the shared-file access issue blocking Ruchika on the slides skill
🟠
TEAM, HIRING & INTERNAL CAPABILITY
5 items
Activity & DetailsKey ContactsStatusAction Items
Telecom Architect Candidate Lost to Offer Delay
Vas confirmed Jul 29: the Telecom Architect candidate accepted another offer "due to the delay from our end." This is the second time in two cycles that our decision speed — not candidate quality or rate — has cost a senior technical hire. It lands against a Rogers ramp that needs roughly twenty offshore seats and a 1.5–2 month onboarding lag per role.
Key Contacts
Vas Aditya · Naresh Babu · Hussain Qureshi
Lost — Process Issue
ACTION
Set a hard SLA on senior-hire decisions (interview → offer) and delegate approval authority when Naresh or Shiv are unavailable
Active Hiring Pipeline — AI, Architecture & Analysis
Four live tracks moved this window. Senior AI Transformation Consultant / Lead AI Engineer: Charles (Lead AI Engineer, BTNX) and Shivansh (Staff AI Engineer, Lookout) submitted Jul 30 — now five candidates deep. CIBC Sr Solution Architect: Jian (20+ years) submitted Jul 30. Rogers Technical Solution Analyst: Kashif Jamshaid submitted to Rogers Aug 4. Sr BSA #2: Astha Sharma (8 years, public sector / financial services / insurance) submitted Jul 27.
Key Contacts
Vas Aditya · Naresh Babu · Shiv Verma · Mohammad Siddiqui · Keyur Patel
In Progress
ACTION
Clear the AI Engineer shortlist to interview this week; do not repeat the Telecom Architect delay
Internal AI Capability — Deck Generation Agent & ML Spec Kit
Ghobad built the backend (initial version) of the Deck Generation Agent — a multi-agent system that orchestrates PowerPoint deck creation for different meeting types — and walked Naresh through it in review sessions Jul 31. A Gemini API key has been requested for the image-generation path. Separately, a ML Spec Kit discussion was convened Aug 4 (Kashif Ullah) to formalize the spec-driven delivery toolkit, and Donna published Hussain's insights on Spec-Driven Delivery externally Jul 29.
Key Contacts
Ghobad Narimani · Naresh Babu · Kashif Ullah · Hussain Qureshi · Donna Galloway
Build In Progress
ACTION
Point the Deck Generation Agent at the CTO briefing and MBR formats first — highest-frequency internal deck load
Compensation & Performance — Offshore Increments
Shakeel (Head of HR/Admin, Offshore) confirmed Jul 31 that increment decisions need Siddiqui's approval on the increased percentage before proceeding. Abdul Sammad escalated his own increment and new contract to Shakeel Jul 31 and again Aug 4, with Naresh copied for visibility, and held syncs with Naresh Jul 29 and Jul 31.
Key Contacts
Naresh Babu · Shakeel Hassan · Mohammad Siddiqui · Abdul Sammad
Approval Pending
ACTION
Close the Abdul Sammad increment with Siddiqui and Shakeel — an open comp question on a key offshore resource is a retention risk
Open Ask from the CEO — Compute Usage Review
Jahan asked directly Aug 4: "Have you figured out and checked compute usage for Reem. Did you take care of it?" Outstanding as of this briefing.
Key Contacts
Jahan Ali · Naresh Babu
CEO Awaiting
ACTION
Close out the Reem compute-usage review and respond to Jahan before the review meeting
⚡ Window Highlights — Jul 9 – Jul 22, 2026
🟢 Microsoft Designates mobileLIVE a Tier 1 Partner
Gui Tsuchida confirmed the Tier 1 designation Jul 13 — increased executive engagement, bi-weekly business reviews, and a quarterly Executive QBR. An FY27 Strategic Planning Session was set for the last week of July. Explicitly conditional: "it also comes with higher expectations, and we will be raising the bar together."
🟦 Chatr POC Pivots to Native Android and Absorbs Sreeraj's Architecture Bar
The team changed the stack from React Native to native Android (Kotlin) (Jul 16) and folded in engineering-quality improvements. Sreeraj's architecture priorities landed Jul 14 — layered architecture with clear separation of concerns and well-defined boundaries — driving repeated demo-readiness syncs through the window.
🟠 Rogers Opens a ~20+ Role Offshore Ramp — With Layoffs Attached
Shiv's Jul 21 build-out spans the Martin and Andrea teams: data engineers, FE devs, application data analysts, UXDs, POs, 2 AI Engineers, 8+ developers. Conceptually approved with Rogers, PRFs pending. The caveat is explicit: "Same layoffs are expected as well to make capacity for these offshore roles."
🟡
BANKING / GDS PIPELINE
3 items
Activity & DetailsKey ContactsStatusAction Items
Forbright Bank — AQI Working Session Held
The Forbright / mobileLIVE AQI session ran Jul 15 at 5pm ET with Soni Parchuri and N. Guduri, after internal prep checkpoints Jul 10, 13 and 14 (Uzi, Naresh, Gauranga, Jigar) to walk the plan and slides. Uzi's follow-up went out Jul 16 — "thank you for sharing more details about your challenges and pain points" — proposing AI-in-testing guidance plus AQI offerings mapped to their objectives. Derek Stepan copied.
Key Contacts
Uzi Murad · Naresh Babu · Gauranga Bhattacharyya · Jigar Solanki · Soni Parchuri (Forbright) · Derek Stepan (Forbright)
Follow-Up Sent
ACTION
Convert the follow-up into a scoped AQI pilot proposal
Staples — Brian Asks for SDD-Agent POC Pricing
Relayed by Shiv Jul 13, Brian's question: "On that SDD stuff, I'm hoping we can talk more about it in our 1:1 on Thursday. I'm wondering what a POC/trial would cost to use your agents on an existing app." The first explicit monetization signal on the agent offering, and it feeds Staples' 2027 planning cycle.
Key Contacts
Shiv Verma · Naresh Babu · Hussain Qureshi · Mohammad Siddiqui · Hamza Qamar · Brian (Staples)
Pricing Owed
ACTION
Produce low / high water-mark pricing for SDD-agent adoption
Manulife Bank — ~$1.08MM Quote in Await-Decision
No movement on the API Modernization & Marketplace quote submitted Jul 7 ($100K scoping + $980K delivery). The PO COE / Forward-Deployed Product Engineer second opportunity remains on the backlog.
Key Contacts
Naresh Babu · Hamza Qamar · Shiv Verma · Arnold Katebi (Manulife)
Await Decision
ACTION
Chase Arnold Katebi for a decision timeline
🔵
ROGERS — Chatr POC, Offshore Ramp & Account Ops
4 items
Activity & DetailsKey ContactsStatusAction Items
Chatr POC — Stack Pivot to Native Android (Kotlin)
Kashif Rizwan (Jul 16): "I have moved the discussion to tomorrow, as we are now changing the stack from React Native to native Android using Kotlin. In this iteration, we will also address the engineering quality…" The POC ran through a dense demo-readiness cadence — Chatr App POC call Jul 9, Regroup sessions Jul 13–14, and internal demo-readiness syncs Jul 15, 16 and 17 with Kashif Ullah and Waseem Tahir. A Chatr Demo placeholder with Rogers (Sreeraj Rajan, Angela Joseph, Ryan Chong) was held open Jul 9 and re-issued Jul 20.
Key Contacts
Kashif Rizwan · Naresh Babu · Shiv Verma · Mohammad Siddiqui · Kashif Ullah · Waseem Tahir · Sreeraj Rajan (Rogers) · Angela Joseph (Rogers) · Ryan Chong (Rogers)
Demo Prep
ACTION
Lock the Rogers demo date and confirm the Kotlin build clears the architecture bar before showing it
Sreeraj's Architecture Priorities — The Bar for the Chatr Build
Shiv relayed Sreeraj's notes Jul 14 on what the build must satisfy beyond a native-only rewrite, leading with layered architecture with clear separation of concerns — enforcing well-defined boundaries between layers. These priorities now define the acceptance bar for the POC, not just the demo.
Key Contacts
Shiv Verma · Naresh Babu · Hamza Qamar · Mohammad Siddiqui · Sreeraj Rajan (Rogers)
Absorbed Into Build
ACTION
Map each architecture priority to a demonstrable artifact in the POC
Rogers Offshore Ramp — ~20+ Roles, PRFs Pending, Layoffs Expected
Shiv's Jul 21 build-out. Martin team: Urooj (Saad joining the 27th, 1 more Data Engineer — PRF pending); Ryan Ku (FE CSS/HTML Dev, Data Engineer — PRFs pending); Tasneem (Application Data Analyst — PRF opened, needs 2); Jill (2–3 UXD, role TBC); Angela (PO — PRF pending). Andrea team: Ryan Chong (2 AI Engineers, 2 Devs — PRFs pending, some roles to be converted); Amandeep (6 Devs — PRF pending, Moe Java Dev — PRF open, Sudhee as Komal replacement — PRF open); Diego (PO — PRF pending). Each offshore role takes up to 1.5–2 months to onboard due to notice periods. Conceptually approved with Rogers, but: "Same layoffs are expected as well to make capacity for these offshore roles, lets to manage who that may be."
Key Contacts
Shiv Verma · Naresh Babu · Vas Aditya · Mohammad Siddiqui · Hamza Qamar · Laura McCutchan · Praveen Kumar
Ramp + Layoff Risk
ACTION
Support JDs, onboarding and KT; plan the offsetting layoff list with HR before it is forced
Rogers Account Operations — Jira Board & BSA Cadence
Mehedi stood up a team-managed Jira Kanban project for the Rogers Account Team (private access) Jul 14–15, then flagged that access had spread beyond the intended admin group (Naresh, Siddiqui, Praveen, Hamza, Laura, Jahan) and asked for a permissions decision. The Monthly BSA Status Update Meeting with Rogers continued Jul 22.
Key Contacts
Mehedi Hasan · Naresh Babu · Shiv Verma · Mohammad Siddiqui · Laura McCutchan · Hamza Qamar · Praveen Kumar
Operational
ACTION
Confirm the Jira access list and lock the board down to the account team
🟢
CIBC & TELUS — Account Governance
3 items
Activity & DetailsKey ContactsStatusAction Items
TELUS — Bi-Weekly Sales Review Established
Hussain stood up a formal bi-weekly sales review for the TELUS account Jul 17, confirming TELUS as a live, governed account rather than an opportunistic one. Agenda: financial performance, orders booked, revenue to date, profitability to date, order forecast, major projects delivered with lessons learned, and high-level status on major projects in flight. Full account leadership attending.
Key Contacts
Hussain Qureshi · Naresh Babu · Jahan Ali · Vas Aditya · Uzi Murad · Mohammad Siddiqui · Praveen Kumar · Dawson Seto
✅ Cadence Live
ACTION
Bring delivery metrics and the AI/AQI upsell view into the standing pack
TELUS Online Tools Redesign — Client Input Incorporated
Uzi forwarded Juan's input on the testing-tools redesign Jul 16 and moved the internal call to give Gauranga time to absorb the feedback — "Naresh, your guidance here is highly [valued]." This feedback loop produced the estimation and proposal versions that went to the client at the end of the month.
Key Contacts
Uzi Murad · Naresh Babu · Gauranga Bhattacharyya · Viktor Bilyk · Adnan Aly · Rose Fregoso · Hussain Qureshi
In Progress
ACTION
Give Gauranga the architecture guidance requested on the redesign
CIBC — Next Steps & Biweekly BFSI Review
Jigar convened a CIBC next-steps discussion Jul 9. The Biweekly BFSI Account Review ran Jul 16 with Athar chasing slide completion across CIBC and the other BFSI accounts. Move Money / Callisto Phase 2 estimates and the reusable estimation matrix continue from the prior window.
Key Contacts
Jigar Solanki · Naresh Babu · Athar Aslam · Hamza Qamar · Vas Aditya · Shalin Dave · Hussain Qureshi
In Progress
ACTION
Keep Callisto Phase 2 estimates moving toward a CR
🟣
MICROSOFT & PARTNERS — Tier 1 Designation & Specialization
3 items
Activity & DetailsKey ContactsStatusAction Items
Microsoft Tier 1 Partner Designation (MILESTONE)
Gui Tsuchida to Shalin, Jul 13: "your organization has been designated as a Tier 1 partner in our portfolio." What it carries — increased executive and business engagement from Microsoft leadership, bi-weekly business reviews on pipeline, execution and growth, quarterly Executive QBRs, and enhanced collaboration on market opportunities and joint planning. An FY27 Strategic Planning Session was scheduled for the last week of July. Shalin's note to the leadership team was explicit about the trade: "Tier 1 partners are expected to demonstrate exceptional execution, drive measurable business outcomes, and accelerate growth through deeper collaboration." Jahan acknowledged Jul 13.
Key Contacts
Shalin Dave · Jahan Ali · Naresh Babu · Hussain Qureshi · Praveen Kumar · Mohammad Siddiqui · Vas Aditya · Gui Tsuchida (Microsoft) · AK Jiwani (Microsoft)
✅ Tier 1 Confirmed
ACTION
Staff the bi-weekly review and QBR cadence properly — the designation is revocable on execution
Azure AI Apps Advanced Specialization — Pursuit Restarted
Shalin restarted the specialization pursuit Jul 9 now that Jigar is back from vacation, to run the qualification criteria with the team. The deliverables sheet is built and three customer references remain the gating requirement. This maps directly onto prep area 5 of the Microsoft FY27 plan.
Key Contacts
Shalin Dave · Naresh Babu · Jigar Solanki · Mohammad Siddiqui · Hussain Qureshi
Pursuit Active
ACTION
Nominate and secure the three customer references — the last hard gate
Microsoft Certification Vouchers
Shalin secured a free Microsoft exam voucher and assigned it to Gauranga for the DP-700 exam Jul 22, with a hard expiry — "please make sure to follow the timelines otherwise it will [lapse]."
Key Contacts
Shalin Dave · Gauranga Bhattacharyya · Naresh Babu
Assigned
ACTION
Track the exam booking against the voucher deadline
🟠
TEAM & HIRING
3 items
Activity & DetailsKey ContactsStatusAction Items
Senior BSA #2 (Rameez Haslani) — Rate Impasse, Interview Canceled
Vas submitted Rameez Haslani Jul 14 — 15+ years across Capital Markets, Wealth Management and Commercial Banking. The economics broke down the same day: Shiv asked to get the rate to "$70ish" because "With $80, margin is too low to proceed. Bill rate is $99"; Vas came back "We tried and it isn't possible." Shiv closed it — "lets keep looking… Less than 20% margin" — and Vas surfaced the structural problem: "The requirement is of a SA — finding them in a BSA is hard and within that budget would be impossible." A Rogers interview with Andre Yogasara was booked Jul 16, rebooked Jul 22, and canceled Jul 23.
Key Contacts
Vas Aditya · Shiv Verma · Naresh Babu · Andre Yogasara (Rogers)
Rate / Role Mismatch
ACTION
Re-baseline the role with Rogers — either fund an SA rate or rewrite the JD to a true BSA scope
AI Engineer Interview — Ghobad with Rogers
Shiv set up the AI Engineer interview for Ghobad Narimani with Zia UrRehman (Rogers) on Jul 13 — placing an internal AI engineer directly into the Rogers AI delivery track.
Key Contacts
Shiv Verma · Ghobad Narimani · Naresh Babu · Zia UrRehman (Rogers)
Interviewing
ACTION
Confirm Rogers outcome and lock Ghobad's allocation split against internal AI builds
Senior Technical Hiring Pipeline
Three senior tracks ran in parallel through the window: AI Transformation Consultant / Lead AI Engineer (interview Jul 10), Telecom Solution Architect (interview Jul 9), and Sr. Solutions Architect / Designer (Jul 9), all coordinated by Keyur and Vas. The AI Platform Engineer interview (Bhaven) was canceled Jul 9.
Key Contacts
Vas Aditya · Keyur Patel · Naresh Babu · Alexandra Kostenko
In Progress
ACTION
Compress the interview-to-offer cycle — delay is the recurring loss driver
⚡ Window Highlights — Jun 24 – Jul 8, 2026
🏦 Manulife Bank — ~$1.08MM API Marketplace Quote Submitted
The Jun 12 intro converted to a formal quote request (Arnold Katebi, Jun 29) for a ~12-month API Modernization & Marketplace engagement. Offering brief + proposal built by Naresh & Hamza; quote submitted Jul 7 — $100K scoping + $980K delivery, hybrid on/offshore team of 8. A 2nd PO-COE / Forward-Deployed Product Engineer opportunity opened alongside.
🟦 Rogers — Two New AI-Delivery Plays
Digital Automation / Chatr: Naresh pitched a spec→Figma→code-generation POC (Jun 25) benchmarked vs Infosys/TCS; Shiv aligned, kickoff scheduled. Rogers IVA test-case generation (started Jun 30): auto-generating branch-complete test cases from voice-agent (GECX) design flows for the Rogers testing team.
🟢 Microsoft Audit Active + Claude CCA-F Opens
Azure AI Apps Advanced Specialization audit in prep — deliverables sheet built, 3 customer references confirmed as the gating requirement. Claude Certified Architect (CCA-F) exam opened to all CPN partners (Jul 6) — nominations open. Microsoft SCoC attestation pending (Naresh).
🟡
BANKING / GDS PIPELINE
7 items
Activity & DetailsKey ContactsStatusAction Items
Manulife Bank — API Modernization & Marketplace Quote (NEW CLIENT)
Arnold Katebi (Manulife Bank) sent a formal quote request Jun 29 for a ~12-month engagement across four workstreams: API standards & governance, a developer-facing API catalog, API usage/adoption analytics, and modernizing the existing API inventory. mobileLIVE proposed a hybrid on/offshore team (1 Delivery Lead · 1 PO/BSA · 2 AI Eng · 1 Data Eng · 2 Backend · 1 QA). Quote submitted Jul 7 — $100K scoping + $980K delivery (~$1.08MM). Hard deadline, no extension. A 2nd opportunity (PO COE / Forward-Deployed Product Engineers) opened via Shiv.
Key Contacts
Naresh Babu · Hamza Qamar · Shiv Verma · Hussain Qureshi · Mohammad Siddiqui · Arnold Katebi (Manulife)
✅ Quote Submitted
ACTION
Await Manulife feedback; prep scoping SOW; qualify the PO-COE 2nd opportunity
Truist — SDD / AQI / Agent Validation (Continuing)
Uzi shared the SDD + AQI + Agent Validation slides with Jonathan Semtner (Truist) Jun 17; alignment call held Jun 23 (2pm) with Naresh + Farhan Baluch. Discussion continuing into this window — carried from the GDS Memphis pipeline.
Key Contacts
Naresh Babu · Uzi Murad · Jonathan Semtner (Truist) · Mohammed Baluch
In Progress
ACTION
Confirm discovery scope with Truist; convert to paid SDD sprint
Forbright Bank — AQI Capability Exploration (Soni Parchuri) — NEW LEAD
Introduced by Derek Stepan, Soni Parchuri (Consumer Digital Banking, Forbright Bank) shared a detailed environment brief Jun 29 and is actively exploring AQI's three pillars — Scenario Mining, Regression Automation, Script Generation. Current stack: Selenium/C# (POM), GitLab CI/CD, BrowserStack, 60% manual / 40% automation. Four stated pain points: slow execution, high maintenance, CI/CD flakiness (pass local / fail pipeline), resource constraints. Leaning toward an "Integrate" (vs "Hybrid") AI-in-testing strategy. Uzi proposed a focused follow-up (end of next week): AI-in-testing guidance + AQI offerings mapped to their objectives.
Key Contacts
Uzi Murad · Naresh Babu · Soni Parchuri (Forbright) · Derek Stepan (Forbright)
Hot Lead
ACTION
Send agenda + book follow-up; prep AQI demo tailored to Selenium/C# + GitLab stack
NHC Care — ERP Review / Code2Doc (GDS Lead)
GDS Memphis lead. ERP review meeting held Jun 29 (Naresh + Uzi + Viktor Bilyk) with Andy Flatt's team — legacy COBOL System Z ERP (AP/AR, maintenance mode). mobileLIVE pitched Document Generation (Code2Doc) from the System Z code plus broader AI plays (private AI platform, code-Q&A knowledge management, task-automation agents) and offered to sign an NDA. Andy declined the documentation scope Jul 1 (little/no code change — investment not warranted); mobileLIVE pivoted the offer to AI/KM/automation use cases and left the door open.
Key Contacts
Naresh Babu · Uzi Murad · Viktor Bilyk · Andy Flatt (NHC Care)
Declined — Door Open
ACTION
Keep NHC warm; re-approach with private-AI-platform / KM use case when timing improves
Enstream — Data & AI RFP Response
RFP response in build. Imran Mian chasing team completion of the resume/project-input template (Praveen, Jigar, Freeman, Vishnu, Kunal) — reminders Jun 22–23. Naresh contributing on solution + resume input; client references still needed.
Key Contacts
Imran Mian · Praveen Kumar · Jigar Solanki · Freeman Goja · Naresh Babu
In Progress
ACTION
Finalize RFP response; secure two client references
Offervine / PFG — Governance Cadence
Weekly PFG governance call cadence continues; Jul 3 instance canceled, internal governance call held Jul 7 (Junaid Hussain, Uzi, Siddiqui, Naresh, Viktor Bilyk). Risks/issues register discipline under review.
Key Contacts
Naresh Babu · Uzi Murad · Mohammad Siddiqui · Viktor Bilyk · Junaid Hussain
In Progress
ACTION
Stand up risks/issues register ahead of governance calls
Staples — In-Person Engagement (Jun 29)
Shiv-organized engagement Jun 29 at Staples' office; Brian confirmed in-person, others virtual optional. Continuation of the QA Agents / SDD demo track.
Key Contacts
Shiv Verma · Naresh Babu · Hamza Qamar · Brian (Staples)
Engagement
ACTION
Capture Staples next steps; convert demos to scoped work
🔵
ROGERS — AI Delivery, Account & Staffing
4 items
Activity & DetailsKey ContactsStatusAction Items
Rogers Digital Automation / Chatr — Spec→Code POC (NEW)
Following a Rogers (Sreeraj) discussion, Naresh proposed (Jun 25) bringing a spec → Figma → auto-generated code methodology to mobile app development, starting with the Chatr app and extending to web across RESI. Benchmarked vs Infosys/TCS (claiming 70–80% dev efficiency; Rogers targeting a conservative 50–60%). Shiv "150% aligned"; kickoff scheduled. Positioned as a must-win to hold RESI partner status.
Key Contacts
Naresh Babu · Shiv Verma · Mohammad Siddiqui · Sreeraj (Rogers)
Kickoff Scheduled
ACTION
Define architecture/tooling; build Chatr POC to demonstrate 50–60% efficiency
Rogers IVA — Test-Case Generation Automation (NEW)
Priority workstream started Jun 30 (Baluch directing Ghobad Narimani + Ruchika Jangid) supporting the Rogers testing team. Goal: auto-generate branch-complete test cases (happy/alternate/error/retry/fallback/handoff paths) from IVA voice-agent (GECX) design-flow diagrams, then have testers review. Coordinating with Farhan (Rogers); confidential design flows walkthrough held.
Key Contacts
Mohammed Baluch · Ghobad Narimani · Ruchika Jangid · Naresh Babu · Farhan (Rogers)
In Progress
ACTION
Deliver first automated test-case draft; validate branch coverage w/ Rogers testers
Rogers Account — Bi-Weekly Review
Rogers bi-weekly account review held Jun 25 (Hussain-led): financial performance (orders booked, revenue & profitability to date, order forecast), major projects delivered + in-flight. Standing governance for the account.
Key Contacts
Hussain Qureshi · Naresh Babu · Jennifer Kung · Shiv Verma · Mohammad Siddiqui
Recurring
ACTION
Track order forecast against the new Chatr / IVA plays
Rogers Resi — BSA Staffing
BSA placements for Rogers Resi in motion: Ishan Pal (BSA, 7+ yrs — wealth/retail banking, AML/KYC, data governance) interview coordinated Jul 3 with Andre Yogasara (Resi); Dhaval Bhatt also submitted. Shiv driving via a common Rogers BSA PRF.
Key Contacts
Shiv Verma · Vas Aditya · Andre Yogasara (Rogers Resi) · Naresh Babu
In Progress
ACTION
Open accurate Resi BSA PRF; advance Ishan Pal / Dhaval placements
🟢
CIBC — Callisto & Payments
2 items
Activity & DetailsKey ContactsStatusAction Items
CIBC — Move Money / Callisto Phase 2 Estimates
Ada (CIBC) requested (Jul 2, via Hammad) P1 high-level tentative estimates for the Move Money project (EOD target) and P2 a reusable estimation matrix for future CRs — bracketed pricing (Very-Low $25K/7d · Low $50K/14d · Medium $120K/29d · High/Very-High TBD). Jigar & Athar owning; enables fast preliminary quotes on future change requests.
Key Contacts
Hammad Gulraiz · Jigar Solanki · Athar Aslam · Ada (CIBC) · Saima Naz (CIBC) · Naresh Babu
In Progress
ACTION
Deliver Move Money estimates + finalize estimation matrix mid-week
CIBC — Payments BSA Pipeline (Monika's Team)
Candidate submissions for the Payments BSA role continue with Monika Kumar (CIBC): profiles including Kelvin Onukagha and Punit reviewed; feedback loop active with Athar + Vas providing context on BA-vs-BSA experience.
Key Contacts
Athar Aslam · Vas Aditya · Monika Kumar (CIBC) · Naresh Babu
Awaiting Feedback
ACTION
Submit next matching Payments BSA profile per Monika's feedback
🟣
MICROSOFT & PARTNERS — Specialization, Compliance, Claude
3 items
Activity & DetailsKey ContactsStatusAction Items
Microsoft — Azure AI Apps Advanced Specialization Audit
Audit preparation active. Shalin built a base deliverables spreadsheet; Jigar assessed gaps; team asked to flag items with no direct role (follow-up Jul 6). 3 customer references confirmed as the key gating requirement. Passing unlocks Microsoft-funded AI Assessments & PoCs.
Key Contacts
Shalin Dave · Jigar Solanki · Mohammad Siddiqui · Hussain Qureshi · Naresh Babu
In Progress
ACTION
Secure 3 customer references; complete deliverables sheet; submit audit package
Microsoft — Supplier Code of Conduct (SCoC) Attestation
Finance forwarded the Microsoft SCoC update Jul 8 to Naresh + Shalin (FYI / action). Portal attestation can only be completed under Naresh's Microsoft login.
Key Contacts
Naresh Babu · Shalin Dave · Finance (Jeffrey Yu) · Mehedi Hasan
Pending
ACTION
Complete SCoC attestation in the Microsoft partner portal
Anthropic — Claude Certified Architect (CCA-F) Opens
The Claude Certified Architect (CCA-F) exam is now open to all CPN partners (Shalin, Jul 6). New certification path to strengthen mobileLIVE's Claude/agentic credentials — nominations open to the team.
Key Contacts
Shalin Dave · Naresh Babu · Praveen Kumar
Nominations Open
ACTION
Nominate engineers for CCA-F; align with Agent 365 / eval enablement cohort
🟠
TEAM & HIRING
1 item
Activity & DetailsKey ContactsStatusAction Items
BSA Pipeline — Rogers Resi & CIBC Payments
Active BSA sourcing across two accounts: Rogers Resi — Ishan Pal interview Jul 3 (Andre Yogasara), Dhaval Bhatt submitted; CIBC Payments (Monika's team) — Kelvin Onukagha and Punit reviewed with feedback loop. Vas + Athar driving profile fit and submissions.
Key Contacts
Vas Aditya · Athar Aslam · Shiv Verma · Naresh Babu
In Progress
ACTION
Advance Ishan Pal (Rogers Resi); submit next CIBC Payments BSA per Monika's feedback
⚡ Window Highlights — Jun 11 – Jun 23, 2026
🏦 GDS Banking Summit — 5 Active Follow-Ups
Naresh presented SDD + AQI + Agent Validation to Truist (Jonathan Semtner, Jun 17; second call Jun 23). Uzi closed follow-ups with Forbright Bank (Derek Stepan, slides Jun 19), JG Wentworth (Lending recap Jun 15), HealthEquity (booked). Naresh + Shiv held Manulife Bank intro (Jun 12).
🟦 Enstream Data/ML Platform — Dual-Track RFP Push
Final Presentation + Open Discussion (Jun 18), demo review + dry run (Jun 19–22), RFP response template distributed to team (Jun 22–23). Client references needed urgently. Imran Mian leading; Naresh contributing on solution + resume input.
🟠 Rogers Stabilization + Team Transition
Sahibmeet Singh fully onboarded to Rogers Self-Service (Jun 15). QA Agents Demo (in-person) scheduled for Rogers. Daniel Partington announced departure effective end of June — account and relationship transition required.
🟡
BANKING FOLLOW-UPS — GDS Memphis Post-Summit Engagement
5 contacts
Activity & DetailsKey ContactsStatusAction Items
Truist — SDD, AQI & Agent Validation (Jonathan Semtner)
Naresh presented SDD, AQI, and Agent Validation slides to Jonathan Semtner (Truist) Jun 17 — first 30-min session. Uzi booked a full-hour follow-up for Jun 23 at 2pm (Naresh + Uzi + Farhan Baluch). Slides shared post-call. Hot banking lead from Memphis summit.
Key Contacts
Naresh Babu · Uzi Murad · Jonathan Semtner (Truist) · Mohammed Baluch
In Progress
ACTION
Second call Jun 23 — deepen SDD + AQI + Agent Validation engagement; propose discovery sprint
Forbright Bank — Derek Stepan Follow-Up (SDD Slides Sent)
Uzi met Derek Stepan (Forbright Bank, Memphis Day 1 scheduled 1:1) Jun 19. SDD, AQI, and Agent Validation slides shared per Derek's request. Next steps captured: SDD deep-dive session pending; Forbright evaluating modernization partner.
Key Contacts
Uzi Murad · Derek Stepan (Forbright Bank) · Naresh Babu
In Progress
ACTION
Schedule SDD deep-dive with Derek; advance to formal discovery
JG Wentworth — Kin Chung Recap Sent (Lending Modernization)
Follow-up call with Kin Chung (JG Wentworth) Jun 12-13; Uzi sent detailed recap Jun 15 — mobileLIVE positioned to support Lending application modernization use case. Kin shared future plans during call.
Key Contacts
Uzi Murad · Kin Chung (JG Wentworth) · Naresh Babu
✅ Follow-up Sent
ACTION
Confirm next steps on Lending modernization scoping with JG Wentworth
HealthEquity — Sameera Rao Follow-Up Booked
GDS (Nora Rashiti) facilitated a post-summit follow-up with Sameera Rao (HealthEquity) — who explicitly sought an agentic-AI modernization partner at Memphis. Uzi accepted the meeting (Jun 15). Opportunity: agentic modernization partner search actively in progress.
Key Contacts
Uzi Murad · Sameera Rao (HealthEquity) · Nora Rashiti (GDS) · Naresh Babu
Meeting Booked
ACTION
Run HealthEquity discovery call; lead with ADLC framework and AgentProof
Manulife Bank Tech — Intro Meeting (Naresh + Shiv, Jun 12)
Naresh Babu and Shiv Verma met Natasha Akter and Arnold Katebi (Manulife Bank Tech) Jun 12 for an intro meeting. Shiv sent a formal thank-you with next steps Jun 12. Opportunity in early qualification stage.
Key Contacts
Naresh Babu · Shiv Verma · Natasha Akter (Manulife) · Arnold Katebi (Manulife)
✅ Met
ACTION
Follow up with Manulife on specific use case; schedule deeper discovery call
🔵
ROGERS — QA Demo, BSA Re-Routing & Onboarding
5 items
Activity & DetailsKey ContactsStatusAction Items
Rogers QA Agents Demo — In-Person Scheduled
mobileLIVE QA Agents Demo (in-person) for Rogers actively coordinated across Jun 15 and Jun 18. Multiple internal updates from Shiv Verma confirming team readiness with Hamza Qamar, Mohammad Siddiqui, and Hussain Qureshi. Key demonstration of agentic testing capability to Rogers stakeholders.
Key Contacts
Shiv Verma · Naresh Babu · Hamza Qamar · Mohammad Siddiqui · Hussain Qureshi
Scheduled
ACTION
Deliver Rogers QA Agents demo; capture feedback and agree next steps toward SOW
Rogers Bi-Weekly Account Review — Jun 17
Rogers account bi-weekly review held Jun 17 with full account team. Shiv requested all team members create Jira tickets to track action items and share board links with his tracker. Standard cadence for pipeline, resource, and delivery visibility.
Key Contacts
Shiv Verma · Naresh Babu · Jennifer Kung · Jeffrey Yu · Rogers Account Team
✅ Held
ACTION
All teams to create Jira tickets per Shiv's direction; share board links
Sahibmeet Singh — Fully Onboarded to Rogers Self-Service (Jun 15)
Microsoft email created Jun 12 (sahibmeet.singh@mobilelive.ca). Shiv Verma sent full onboarding package Jun 15: Rogers credentials, Brampton office support center visit required. Despite the earlier $2M budget-cut risk to Sahib's role, placement confirmed and billing underway.
Key Contacts
Shiv Verma · Sahibmeet Singh · IT Support · Naresh Babu
✅ Onboarded
ACTION
Assign Sahibmeet to Rogers self-service deliverables; confirm billing start date
BSA Re-Routing — Resi Team (Dhaval Bhatt + Moosa)
Post $2M cut, Shiv resubmitted Dhaval Bhatt profile to Rogers Resi (Andre). Andre asking BA vs BSA clarification — Vas flagging PRF creation needed (Jun 23). Moosa resume also shared via Shiv Jun 22. Ongoing Shiv/Vas coordination to route displaced BSA candidates to open Resi roles.
Key Contacts
Shiv Verma · Vas Aditya · Naresh Babu · Rogers Resi (Andre)
Pending PRF
ACTION
Shiv to create PRF for Resi BSA; resubmit qualified candidates with accurate JD
Bell & Business Development Biweekly Review — Jun 23
Bell & BD Biweekly Review held Jun 23 covering financial performance, orders booked, revenue to date, profitability, order forecast, major projects delivered (lessons learned), and high-level details of major in-flight projects. Full account + BD leadership team attended.
Key Contacts
Hussain Qureshi · Naresh Babu · Vas Aditya · Jennifer Kung · Mohammad Siddiqui
Recurring
ACTION
Follow through on Bell BD pipeline action items; update revenue forecast
🟢
CIBC — Azure Enrollment & Payments BSA Pipeline
3 items
Activity & DetailsKey ContactsStatusAction Items
CIBC Solution Team — Azure Subscription Enrollment
Jigar confirmed Jun 19 that CIBC solution team members (Kanwal, Sandeep + others) all have Azure portal access. Shalin Dave proposing a 15-minute onboarding session to complete registration. Amir also confirmed access. Athar + Jigar coordinating final completion.
Key Contacts
Jigar Solanki · Shalin Dave · Athar Aslam · Naresh Babu · Mohammad Siddiqui
In Progress
ACTION
Shalin to run 15-min Azure onboarding session; complete all CIBC team registrations
CIBC Payments BSA — Kelvin Onukagha (Active Dialogue)
Kelvin Onukagha profile (9+ yrs, previous CIBC experience under Andrea Torres) submitted by Athar. Monika Kumar (CIBC) responded Jun 18; Athar confirmed a name clarification (candidate also went by Emeka) Jun 22. Active dialogue ongoing with Monika and Gautam Kumra.
Key Contacts
Athar Aslam · Monika Kumar (CIBC) · Gautam Kumra (CIBC) · Vas Aditya · Naresh Babu
Active Dialogue
ACTION
Confirm Emeka/Kelvin clarification with CIBC; advance to interview stage
CIBC Payments BSA — Punit Rusawa (New Profile Jun 23)
Vas Aditya submitted Punit Rusawa (BA – Payments, 5+ yrs across Financial Services, FinTech, Wealth Management, and Payments) Jun 23. Athar confirmed he will share with Monika Kumar immediately. Second profile in active BSA pipeline for CIBC Payments.
Key Contacts
Vas Aditya · Athar Aslam · Monika Kumar (CIBC) · Naresh Babu
Submitted
ACTION
Monika to review Punit Rusawa; schedule interview if fit confirmed
🟣
NEW CLIENTS & PIPELINE — Enstream, Offervine, NHC Care
4 items
Activity & DetailsKey ContactsStatusAction Items
Enstream — Data/ML Platform RFP (Active — Deadline This Week)
Final Presentation + Open Discussion forwarded Jun 18 (Imran). Demo review meeting (MLOps + DevOps needed) Jun 19. Dry run planned Jun 22 — first final draft due EOD Jun 23. RFP resume/project input template distributed to team Jun 22-23 (Praveen, Jigar, Freeman, Vishnu, Kunal, Naresh). Two client references needed (Data/MLOps/AWS/DevOps preferred).
Key Contacts
Imran Mian · Naresh Babu · Praveen Kumar · Freeman Goja · Mohammad Siddiqui
⚠️ Deadline Active
ACTION
All teams: complete resume/project inputs by EOD; confirm two client references (Hussain/Naresh to identify); run final dry run
Offervine PFG — Weekly Governance Continuing (Jun 22)
Weekly PFG governance call continued Jun 22. Junaid Hussain organizing with full delivery team: Gauranga, Viktor Bilyk, Danial Amjad, Zikriya Mushtaq, Hassan Taj, Mubashar Hussain. Naresh + Siddiqui + Uzi on distribution. Ongoing SOW delivery cadence.
Key Contacts
Junaid Hussain · Gauranga Bhattacharyya · Viktor Bilyk · Naresh Babu · Uzi Murad
Ongoing
ACTION
Maintain weekly governance; escalate any Offervine access or delivery blockers
Online Tools Modernization — Estimate Submitted (Offervine)
Gauranga + Viktor worked estimation for Online Tools Modernization Jun 19-20. Viktor created Feature Mapping folder in OneDrive with detailed feature summaries. Gauranga uploaded estimation file. Ready for review with Uzi before client submission.
Key Contacts
Gauranga Bhattacharyya · Viktor Bilyk · Uzi Murad · Naresh Babu
✅ Estimate Ready
ACTION
Uzi to review estimate; submit to client for approval
NHC Care ERP Review — Ongoing Assessment
Uzi Murad forwarded NHC Care ERP Review to Naresh + Viktor Bilyk (Jun 8 + Jun 22 follow-up forward). ERP modernization opportunity in early assessment. Viktor Bilyk likely fit for technical lead. Opportunity qualification underway.
Key Contacts
Uzi Murad · Naresh Babu · Viktor Bilyk
Under Assessment
ACTION
Uzi + Viktor to scope NHC Care ERP opportunity; confirm fit and size
🟠
TEAM — Hiring, Transition & Internal Initiatives
5 items
Activity & DetailsKey ContactsStatusAction Items
Telecom Solution Architect — 3 Candidates in Interview (Jun 11-12)
Three Telecom SA candidates forwarded by Vas + Keyur for Naresh's review Jun 11–12: Vishal Arora (Sr. AI Engineer profile — GenAI/multi-agent), Shazad Ahmad, Sumit Vedpathak. Keyur coordinating interviews. Naresh reviewing for Rogers and upcoming AI engagements.
Key Contacts
Vas Aditya · Keyur Patel · Naresh Babu
Interviewing
ACTION
Complete Telecom SA interview cycle; select top candidate and move to offer
Daniel Partington — Departure Announced (End of June)
Daniel Partington sent transition and thank-you message Jun 22 — wrapping up duties at mobileLIVE end of June. Daniel was central to Rogers Microsoft co-sell, Agent 365, and GitHub Copilot relationships. Transition planning required for client relationships and Microsoft partner-facing work.
Key Contacts
Daniel Partington · Naresh Babu · Shalin Dave · Mohammad Siddiqui
⚠️ Transitioning
ACTION
Identify successor for Rogers Microsoft co-sell + Agent 365 relationship; reassign Daniel's key accounts before Jun 30
AI Titles Initiative — Reskilling for AI Era
Hussain Qureshi requested Jun 22: compile list of all people with current titles and proposed AI-era titles, plus certification plan (candidates do X and Y certification → receive updated title). Data & AI review held Jun 23 covering offerings dashboard, project pipeline, tasks vs resourcing, and opportunity pipeline.
Key Contacts
Hussain Qureshi · Naresh Babu · Vas Aditya · Mohammad Siddiqui
In Progress
ACTION
Naresh + Vas to compile current titles + AI-era titles + certification path; submit to Hussain
Claude / AI Skill for Branded Slides — Updated (Jun 11, Jun 17)
Hamza Qamar released updated mobileLIVE Branded Slides Claude skill (Jun 11 v3 — smaller file, layout patterns). Uzi suggested layout pattern improvement Jun 12; Hamza incorporated and released layout_patterns.md v4 Jun 17. Now used across the BD and CTO teams.
Key Contacts
Hamza Qamar · Uzi Murad · Naresh Babu · BD Team
✅ Deployed
ACTION
Confirm all BD + CTO team members updated to latest skill version; monitor quality
UofT MScAC Talent Pipeline + Brand & Customer Surveys
University of Toronto MScAC contact established Jun 22 (Siphelele Danisa + Rashida Brown via Aroosha Batool + Naresh) — potential intern and new-grad AI talent pipeline. mobileLIVE Brand Pulse Survey and Customer Contact Survey (MBR follow-up) both launched Jun 23, asking contacts to respond by Jun 30.
Key Contacts
Naresh Babu · Aroosha Batool · UofT MScAC · Donna Galloway
Active
ACTION
Advance UofT MScAC partnership; ensure surveys completed by Jun 30
⚡ Window Highlights — May 28 – Jun 10, 2026
🏦 GDS Memphis Banking Summit — 20 Banking Leaders Engaged
mobileLIVE worked 12 scheduled 1:1s + 8 high-fit walk-ups across Tue–Wed (Jun 2–3) at the GDS Banking summit in Memphis. A per-meeting "Wingman" brief anchored every conversation to the ADLC framework — AQI, AgentProof, Knowledge Engine, Blueprint Engine, BuildAgent.
🟦 Microsoft Build 2026 + AI Skills Fest + ECIF Restored
Microsoft Build 2026 announcements mapped to our practice (Shalin, Jun 3); the AI Skills Fest (Jun 8–12) pushed org-wide for free certification vouchers; ECIF funding eligibility restored after Shalin re-engaged Microsoft stakeholders.
🔴 Rogers $2M Budget Cut — BSA Roles Cancelled
Rogers confirmed a $2M budget cut (Jun 9). Sahib's role — due to start Jun 15 — and the mobile/VA Senior BSA req were both cancelled. Shiv is working to re-home Sahib within Rogers.
🟡
GDS MEMPHIS — Banking Summit 1:1s & Walk-Ups (Jun 2–3)
20 contacts
Activity & DetailsKey ContactsStatusAction Items
Tuesday 1:1s (Jun 2) — 7 Scheduled Meetings
Seven scheduled 1:1s worked at the summit: Derek Stepan (Forbright Bank) · Moataz Mahmoud (First Citizens Bank) · Shyam Nair (Provident Bank) · Aanand Kapadia (PenFed Credit Union) · Emeline Simeze (M&T Bank) · Matt Speare (Carter Bank & Trust) · Claudia Oancea (ING).
Key Contacts
Forbright · First Citizens · Provident · PenFed · M&T · Carter · ING
✅ Met
ACTION
Send tailored ADLC follow-ups; book discovery calls with budget holders (Stepan, Mahmoud)
Wednesday 1:1s (Jun 3) — 5 Scheduled Meetings
Five scheduled 1:1s: Jasmine Cherian (Northern Trust — top-scored, active vendor selection <3mo) · Jennifer Dier (b1BANK) · Kin Chung (JG Wentworth) · Joseph Engels (Fifth Third Bank) · Venky Annadurai (Patelco Credit Union).
Key Contacts
Northern Trust · b1BANK · JG Wentworth · Fifth Third · Patelco
✅ Met
ACTION
Prioritize Northern Trust (Cherian) — vendor selection in <3mo; get on calendar this week
High-Fit Walk-Ups — 8 Additional Targets
Eight high-fit walk-up contacts: Dinesh Pillai (American Express) · Alejandro Zarate (Santander) · John Arroyo (Citi) · Chris Chaduka (First Citizens Bank) · Subramanyan Ramesh (TD Securities) · Philip Marachilian (Wells Fargo) · Ramin Mobasseri (Wells Fargo) · Sameera Rao (HealthEquity — explicitly seeking an agentic-AI modernization partner).
Key Contacts
Amex · Santander · Citi · First Citizens · TD · Wells Fargo (×2) · HealthEquity
Follow-Up
ACTION
Sameera Rao (HealthEquity) is the warmest lead — reach out first; verify LinkedIn before outreach
🔵
ROGERS + MICROSOFT — Build 2026, ECIF, Copilot & BSA Staffing
11 items
Activity & DetailsKey ContactsStatusAction Items
🔴 Rogers $2M Budget Cut — Sahib + Mobile BSA Roles Cancelled
Sayali transitioned to Resi from Self-Service; Sahib (interviewed by Sayali & Chetna) was selected to start Rogers Jun 15. On Jun 9, Shiv confirmed a $2M budget cut cancelled Sahib's role and the dedicated mobile/VA Senior BSA req (candidates Dhaval Bhatt, Karl Ong). Shiv is trying to find Sahib a new home within Rogers.
Key Contacts
Shiv Verma · Chetna Mahajan (Rogers) · Sayali Deshmukh · Vas Aditya
⚠ Cancelled
ACTION
Support Shiv re-homing Sahib within Rogers; reassess mobile BSA pipeline impact
Microsoft Build 2026 — Day 1 Announcements Mapped to Practice
Shalin Dave shared a summary of Microsoft Build 2026 Day 1 announcements (Jun 3) relevant to the Microsoft practice and client conversations — feeding the Agent 365 / Cloud Agent narrative.
Key Contacts
Shalin Dave · Shiv Verma · Daniel Partington · Praveen Kumar
Informational
ACTION
Distill Build 2026 highlights into Rogers + co-sell talking points
Microsoft ECIF Funding — Eligibility Restored
After a period of inactivity suspended ECIF eligibility, Shalin worked with Microsoft stakeholders to restore status (May 27). Unlocks Microsoft-funded assessments and PoCs we can nominate customers into.
Key Contacts
Shalin Dave · Hussain Qureshi · Daniel Partington · Praveen Kumar
✅ Restored
ACTION
Identify first 2 customer PoC candidates to nominate (Rogers, CIBC)
AI Apps on Azure Advanced Specialization — Audit Checkpoint
Following the May 25 audit-readiness review, Shalin set up a checkpoint call (May 29) to review findings with Siddiqui, Jigar and Daniel. Passing unlocks MSFT-funded AI Assessments and PoCs.
Key Contacts
Shalin Dave · Mohammad Siddiqui · Jigar Solanki · Daniel Partington
In Progress
ACTION
Close audit findings; submit specialization audit package
Microsoft AI Skills Fest (Jun 8–12) — Org-Wide Cert Push
Free, virtual learning festival offering certification-exam vouchers to anyone completing a featured training playlist. Shalin and HR pushed this org-wide as a time-sensitive opportunity to boost certified headcount.
Key Contacts
Shalin Dave · HR · Hussain Qureshi · Jahan Ali
Jun 8–12
ACTION
Track voucher completions across the team; tie to Agent 365 cert path
GitHub Copilot → AI-Credit Billing (Jun 1) + Cost Optimization
From Jun 1, Copilot usage is measured in AI Credits (AICs) instead of Premium Requests — moving to usage-based billing. Mehedi Hasan issued cost-optimization guidance, including discontinuing Claude Opus 4.7 in Copilot to control spend.
Key Contacts
Mehedi Hasan · Mohammad Siddiqui · Kashif Rizwan · Praveen Kumar
Cost Action
ACTION
Monitor AIC consumption; confirm model-usage policy with Rogers Copilot pilot
Evaluation Pipeline for GH Copilot-Generated Agents — Deck Shared
Ghobad shared a presentation outlining the end-to-end evaluation pipeline for GitHub Copilot–generated agents — how agents are generated, tested, and scored (May 27). Strengthens the Evals framework as a sellable, differentiating artifact.
Key Contacts
Ghobad Narimani · Mohammed Baluch · Kunal Jangra · Naresh Babu
✅ Artifact
ACTION
Fold pipeline into Managed Assurance Service; publish v1 on mlhub.ca
Rogers Performance Monitoring — QBR Deck Hosting & Security
Shiv shared the Rogers Performance Monitoring QBR deck via an external link (password-protected). Jahan flagged a broken link and raised whether it is securely / internally hosted — to be resolved before the QBR.
Key Contacts
Shiv Verma · Jahan Ali · Mohammad Siddiqui · Hamza Qamar
Clarify
ACTION
Move QBR deck to secure internal hosting; confirm working link
Rogers Account — Bi-Weekly Review Cadence
Hussain convened the Rogers account bi-weekly review (Jun 3): financial performance (orders booked, revenue to date, profitability, order forecast), major projects delivered with lessons learned, and high-level status of major in-flight projects.
Key Contacts
Hussain Qureshi · Shiv Verma · Daniel Partington · Naresh Babu
Recurring
ACTION
Provide CTO inputs (AI initiatives status) for the next bi-weekly review
Rogers Marketplace — Daily Internal Connect Stood Down
The daily internal connect on Rogers Marketplace was cancelled (Jun 8), signalling a cadence change as the Agent Marketplace / ADLC workstream moves past its initial daily-standup phase.
Key Contacts
Mohammed Baluch · Ghobad Narimani · Naresh Babu
Cadence Change
ACTION
Confirm new check-in rhythm for Marketplace / ADLC workstream
Agent 365 Partner Technical Training — Cohort Continuing
The 14-engineer Agent 365 Partner Technical Training cohort (registered May 21) continues, building toward the Agent 365 / Cloud Agent service line and reinforced by the AI Skills Fest cert push.
Key Contacts
Shalin Dave · Imran Mian · Praveen Kumar · Bruno & Tiffany (Microsoft)
Ongoing
ACTION
Track training completion; draft A365 reference architecture
🟢
CIBC — Payments BSA Sourcing & Onboarding
3 items
Activity & DetailsKey ContactsStatusAction Items
CIBC Onboarding — Hasan Jafri Background Check Initiated
Hussain asked Athar to onboard Hasan Jafri to CIBC. Athar initiated background checks via HR and Hasan submitted the completed BGC form (Jun 2–4). Aroosha and Jessica copied for HR coordination.
Key Contacts
Athar Aslam · Hasan Jafri · Hussain Qureshi · mobileLIVE HR
In Progress
ACTION
Complete BGC; finalize CIBC access provisioning for Hasan
Payments Sr BSA — Abhishek Jee Interviewed; Monika Feedback In
Abhishek Jee (Sr Business System Analyst) interviewed with CIBC; Monika Kumar provided prompt feedback (Jun 4). Athar will use the feedback to screen and share the next round of profiles ASAP.
Key Contacts
Athar Aslam · Monika Kumar (CIBC) · Vas Aditya · Jigar Solanki
Active Sourcing
ACTION
Apply Monika's feedback to next BSA submissions
Payments Sr BSA #2 — Kelvin Onukagha (Prior CIBC Experience)
Second profile submitted to Monika: Kelvin Onukagha — Senior BSA, 9+ years, prior CIBC experience (manager Andrea Torres). Rate negotiation in progress: Kelvin at $70 vs Ola's $65; bill rate must stay in the mid-$80s per CIBC's cap — team re-negotiating.
Key Contacts
Athar Aslam · Vas Aditya · Monika Kumar (CIBC) · Naresh Babu
Rate Negotiation
ACTION
Re-negotiate Kelvin's rate to hold bill rate ≤ mid-$80s; submit to CIBC
🟣
NEW / PIPELINE — Carry-Forward Opportunities
5 items
Activity & DetailsKey ContactsStatusAction Items
Citizens Bank (US) + GDS Network — Convert to Discovery
Citizens Bank (Stephen Stanback, SVP IT) from the earlier GDS AI Innovation Summit remains an active lead, now joined by 20 fresh GDS Memphis banking contacts. Praveen (Head of Data & AI) engaged on follow-up.
Key Contacts
Uzi Murad · Stephen Stanback (Citizens) · Praveen Kumar · Hussain Qureshi
Active Lead
ACTION
Schedule Citizens AI capability deep-dive; sequence GDS follow-ups
Enstream — Data & AI Infrastructure RFI In Flight
Enstream Data & AI infrastructure RFI remains in flight from the prior window — a net-new account opportunity for the Data & AI practice.
Key Contacts
Praveen Kumar · Hussain Qureshi · Naresh Babu
In Progress
ACTION
Advance Enstream RFI response; confirm scope & timeline
JWRR / Brookfield — CTO Discovery Continuing
Discovery conversation with the JWRR (Brookfield) CTO (TQ, ex-Rogers) opened May 26 carries forward — a warm, relationship-led pipeline opportunity.
Key Contacts
Naresh Babu · Hussain Qureshi · TQ (JWRR / Brookfield)
Discovery
ACTION
Schedule follow-up; scope a first ADLC use case for JWRR
Telus — Production Ticket Automation & BMC→ServiceNow
Telus TBS Production Ticket Automation (intelligent intake/triage + agent) and the BMC→ServiceNow migration discovery (Nav Dhaliwal) continue, with the full discovery session agenda finalized May 25.
Key Contacts
Uzi Murad · Nav Dhaliwal (Telus) · Hasan Jafri · Gauranga
Discovery
ACTION
Run Telus discovery session; position TBS as first external Custom-Agent pilot
Offervine/PFG & Staples — Delivery & Demos Continuing
Offervine/PFG (Populus) solution document delivered with weekly governance (Gauranga representing mobileLIVE); Staples QA Agents + SDD demos remain planned. Claude Partner Network membership (approved) underpins the co-sell story.
Key Contacts
Jigar Solanki · Gauranga · Uzi Murad · Shiv Verma
Ongoing
ACTION
Keep PFG governance cadence; lock Staples demo dates
🟠
TEAM — Hiring, Onboarding & Enablement
3 items
Activity & DetailsKey ContactsStatusAction Items
Rogers Brampton Office — In-Person Interview
An in-person interview at the Rogers Brampton office was coordinated for Jun 8 (candidate confirmed the day prior). Part of ongoing staffing for Rogers engagements.
Key Contacts
Naresh Babu · Vas Aditya · Shiv Verma
Scheduled
ACTION
Capture interview outcome; align with Rogers post budget-cut needs
Certification Enablement — AI Skills Fest Participation
Team encouraged to complete Microsoft AI Skills Fest playlists (Jun 8–12) for free certification vouchers, reinforcing the Agent 365 training cohort and the broader Microsoft co-sell capability.
Key Contacts
Shalin Dave · HR · Imran Mian · Praveen Kumar
Jun 8–12
ACTION
Confirm voucher completions; log certifications against A365 path
Onboarding Continuity — Hasan (CIBC) & Active Contributors
Hasan Jafri's CIBC onboarding (BGC + access) is in progress; recent hires Ghobad Narimani, Mohammed Baluch and Olalekan Subair remain active on Rogers evals, ADLC and CIBC work respectively.
Key Contacts
mobileLIVE HR · Athar Aslam · Ghobad Narimani · Mohammed Baluch
In Progress
ACTION
Close Hasan onboarding; assign new members to specific deliverables
⚡ Week Highlights — May 9–12, 2026
🏆 Rogers RFI — Selected for Next Round
mobileLIVE confirmed for next round of Rogers Agentic AI Testing RFI. Presentation due this Friday, May 16. Full team mobilized (Hussain, Praveen, Hamza, Ghobad, Farhan, Shiv).
🤝 Microsoft ACR — 10× Growth Milestone
By adding PAL to Rogers' Azure accounts, mobileLIVE grew ACR from $101K → ~$1M+ in a single month. Recognized by Daniel Partington as a "major achievement."
🌐 Anthropic Claude Partner Network Approved
mobileLIVE formally approved to join the Claude Partner Network — a strategic step for AI product positioning and co-selling with Anthropic.
🔵
ROGERS — RFI, Microsoft Partnership & GitHub Copilot Centre of Excellence
14 items
Activity & DetailsKey ContactsStatusAction Items
Rogers Agentic AI Testing RFI — Selected for Next Round
mobileLIVE confirmed selected for the next round. Shiv Verma: "Good News… we were selected for the next round. Thank you Naresh for all your efforts with the proposal." This is a direct result of Naresh's leadership on the proposal.
Key Contacts
Shiv Verma · Hussain Qureshi · Rogers Procurement (Ivalua)
✅ Selected
ACTION
Deliver RFI presentation by May 16 (Friday)
MobileLIVE Agentic RFI — Internal Review & Finalization
RFI document circulated internally to core team (Hussain, Praveen, Hamza, Siddiqui) for final review and alignment before submission window closes.
Key Contacts
Shiv Verma · Hussain Qureshi · Mohammad Siddiqui · Praveen Kumar
In Progress
ACTION
Finalize and deliver RFI response document
Rogers Presentation on Agent Evals — Positioning Strengthened
Naresh sent context and strategic guidance to Ghobad Narimani and Mohammed Baluch to strengthen mobileLIVE's positioning around agent evaluations in the RFI. Team committed to reviewing materials in detail.
Key Contacts
Ghobad Narimani · Mohammed Baluch · Shiv Verma
In Progress
ACTION
Ghobad & Farhan to finalize evals section for May 16
Rogers RFI Presentation Planning — Internal Session
Planning meeting held and then rescheduled to Wednesday to allow team to finalize details. Evals session accepted by Ghobad and Farhan. Full team alignment in progress ahead of Friday deadline.
Key Contacts
Shiv Verma · Hussain Qureshi · Praveen Kumar · Hamza Qamar · Siddiqui
Wed Session
ACTION
Complete deck; rehearse before Fri May 16 presentation to Rogers
MobileLive & Microsoft Agents 365 Review — Rogers Co-Sell Alignment
Daniel Partington forwarded Microsoft communication regarding Agent 365 positioning for Rogers. Quick Connect meeting organized by Shalin Dave to align mobileLIVE's Agent 365 narrative with Rogers RFI response and Microsoft co-sell.
Key Contacts
Daniel Partington · Shalin Dave · Microsoft (Ricardo Covo, Julien Baudet)
In Progress
ACTION
Integrate Agent 365 narrative into Rogers RFI presentation
🏆 Microsoft ACR — 10× Growth Milestone on Rogers Azure
By adding PAL (Partner Admin Link) to Rogers' Azure accounts, mobileLIVE grew ACR (Azure Consumed Revenue) from $101K in April 2025 to ~$1M+ by May 2026 — a 10× jump in a single month. Daniel Partington: "major achievement in one month."
Key Contacts
Daniel Partington · Shalin Dave · Jahan Ali · Praveen Kumar · Hamza Qamar
✅ Achieved
ACTION
Leverage milestone in Microsoft partnership discussions & Rogers RFI
ADLC Strategy & Marketplace Prototype — Rogers IT Core Team Session
Core team session with Rogers IT to define the Agentic SDLC strategy and Agent Marketplace prototype. mobileLIVE (Naresh, Farhan) participating alongside Rogers stakeholders (Samar Mahjoub, Zia UrRehman, Arthur Gawronski). Working toward setting up the Centre of Excellence.
Key Contacts
Samar Mahjoub (Rogers) · Zia UrRehman (Rogers) · Farhan Baluch · Naresh Babu
Ongoing
ACTION
Continue ADLC + Agent Marketplace architecture sessions with Rogers IT
AQI Agent Testing v3 Deck — Internal Review Comments
Mohammed Baluch reviewed AQI Agent Testing v3 presentation and left comments on slides (flagged duplicate content). Deck being refined ahead of Rogers RFI presentation.
Key Contacts
Mohammed Baluch · Naresh Babu
Under Review
ACTION
Resolve slide comments; finalize deck for Rogers
BSA Replacement (Sayali → Sahib) — Interview CONFIRMED with Rogers
Sahib pre-screened and recommended by Sayali and Sahil. Interview with Rogers (Chetna Mahajan) confirmed for May 13. Second BSA candidate Ken Dinshaw also introduced for evaluation as a parallel option.
Key Contacts
Shiv Verma · Chetna Mahajan (Rogers) · Sreeraj Rajan (Rogers) · Vas Aditya
✅ Confirmed
ACTION
Sahib interview May 13; evaluate Ken; collect Rogers feedback
TELUS — SDD & BMC→ServiceNow Migration Discussion
SDD overview session and BMC→ServiceNow discussion with Nav Dhaliwal (TELUS) rescheduled to Tuesday (May 12). Prep call organized by Uzi Murad. Gauranga and Hasan Jafri also involved.
Key Contacts
Uzi Murad · Hasan Jafri · Nav Dhaliwal (TELUS) · Gauranga
Rescheduled
ACTION
Attend SDD/BMC-ServiceNow meeting; advance TELUS opportunity
🟢
CIBC — Staffing, Billing & Onboarding
3 items
Activity & DetailsKey ContactsStatusAction Items
Ola's Billing Rate — Urgent Clarification Resolved
Athar Aslam confirmed Ola's billing rate ($88/hr, 8 hrs/day) to Monika Kumar at CIBC, with Naresh and Jigar copied. Billing clarification prompted by CIBC's urgent request.
Key Contacts
Athar Aslam · Monika Kumar (CIBC) · Jigar Solanki · Vas Aditya
✅ Resolved
ACTION
Reflect confirmed rate in May invoice to CIBC
Gauranga Bhattacharyya — CIBC Onboarding Continuing
Background check (Mintz) submitted and CIBC consent form provided. Gauranga assigned to ISP GMP ASG Chatbot work under Naresh's team. Athar following up on BGC report and consent documentation.
Key Contacts
Athar Aslam · Aroosha Batool · Jigar Solanki · Gauranga
In Progress
ACTION
Complete BGC + CIBC consent; finalize access provisioning
Monthly Recon — April Actuals & May Forecast
Athar Aslam requested April actuals from finance for invoicing. Finance team confirmed they would provide actuals same day. Naresh and Siddiqui copied.
Key Contacts
Athar Aslam · Jeffrey Yu · Finance Team
In Progress
ACTION
Confirm April actuals received; issue CIBC invoice for May
🟣
NEW CLIENTS — Citizens Bank (US), Populus, Staples, Claude Partner Network
8 items
Activity & DetailsKey ContactsStatusAction Items
Citizens Bank (US) — SVP IT Meeting Established
Connected with Stephen Stanback (SVP IT, Citizens Bank) at the GDS AI Innovation Summit. Uzi Murad set up follow-up meeting and added Praveen Kumar (Head of Data & AI Practice). Citizens expressed interest in mobileLIVE's AI capabilities.
Key Contacts
Uzi Murad · Stephen Stanback (Citizens Bank) · Praveen Kumar · Hussain Qureshi
Active Lead
ACTION
Attend Citizens Bank meeting; prepare AI capabilities overview
✅ Anthropic Claude Partner Network — mobileLIVE APPROVED
mobileLIVE formally approved to join the Claude Partner Network. Shalin Dave communicated to leadership: "This represents an important strategic step in our AI positioning." Significant milestone for enterprise AI co-selling.
Key Contacts
Shalin Dave · Jennifer Kung · Hussain Qureshi · Praveen Kumar
✅ Approved
ACTION
Define Claude Partner Network next steps; align with sales team
Populus (PFG) — Lending App Modernization SOW Approved & Signed
Client redlines on SOW reviewed internally by Uzi, Siddiqui, Hussain. AI tool usage clause reviewed and approved. Uzi authorized signatures. Project kick-off underway — though client-side access provisioning (Azure, app code, VPN) is delayed.
Key Contacts
Uzi Murad · Hussain Qureshi · Mohammad Siddiqui · Viktor Bilyk
✅ SOW Signed
ACTION
Escalate client access delays; advance PFG project kick-off
Offervine PFG — Weekly Governance Call Established
Weekly PFG governance cadence established with Offervine. Jigar had a conflict and asked Gauranga to represent mobileLIVE going forward.
Key Contacts
Jigar Solanki · Gauranga Bhattacharyya · Uzi Murad
Ongoing
ACTION
Gauranga to represent mobileLIVE in all PFG governance calls
Staples — Agentic Testing Dry Runs Scheduled
Two dry-run presentations scheduled: SDD (Dry Run 1) and Agentic Testing (Dry Run 2) — reviewed internally with full team before client delivery to Staples.
Key Contacts
Shiv Verma · Hussain Qureshi · Siddiqui · Hamza · Praveen Kumar
Scheduled
ACTION
Deliver finalized Staples presentation post dry-runs
Agent Testing Lead — Deck Strategy for Outbound
Uzi Murad and Hussain Qureshi discussing how to present agent testing capabilities to a new prospect. 31-slide deck flagged as too long; Uzi suggested trimming to a teaser version to trigger interest without over-revealing methodology.
Key Contacts
Uzi Murad · Hussain Qureshi · Naresh Babu
In Progress
ACTION
Create trimmed 8–10 slide teaser deck; send to lead contact
AI Access Fund — Budget Clarification with Anthropic/Funder
Mohammed Baluch clarified four flagged budget activities (agent onboarding, audit documentation, 3rd-party API integrations, GTM advisory) with Jennifer Kung for compliance with the AI Access Fund requirements.
Key Contacts
Mohammed Baluch · Jennifer Kung · Naresh Babu
In Progress
ACTION
Confirm budget activities are validated; submit updated plan
Web Development Opportunity — Inbound Lead via Corentt Tech
Imran Mian forwarded a web development lead from Corentt Tech to Naresh and Siddiqui. Siddiqui confirmed he can review by Thursday.
Key Contacts
Imran Mian · Mohammad Siddiqui · Naresh Babu
Pending Review
ACTION
Siddiqui to review and respond by Thursday May 14
🟠
TEAM — Hiring, Onboarding & Internal Updates
5 items
Activity & DetailsKey ContactsStatusAction Items
In-Person Interviews — Multiple Cancellations & Reschedules
Three roles impacted: AI Transformation Consultant, Telecom Solution Architect (Rohit Kendurkar), Lead AI Engineer (Mehrshad Kafi) — all canceled by Keyur Patel. Needs rescheduling. Yeshwanth Subbarao (Telecom SA) interview proceeded on May 6.
Key Contacts
Vas Aditya · Keyur Patel · Mehrshad Kafi · Rohit Kendurkar
Rescheduled
ACTION
Reschedule canceled interviews; update candidates on new dates
Telecom Solution Architect — Yeshwanth Interview Completed
Yeshwanth Subbarao (30 years telecom experience) interviewed in-person with Naresh at 1:00 PM. Assessment pending. Keyur Patel coordinated the invite and confirmation.
Key Contacts
Keyur Patel · Vas Aditya · Yeshwanth Subbarao · Naresh Babu
Assessed
ACTION
Evaluate Yeshwanth and communicate go/no-go decision
OpenAI API Key Provisioned for Ghobad Narimani
Ghobad requested OpenAI API key for GitHub Copilot SDK-based agent work on Rogers project. IT support provisioned access via the mobileLIVE OpenAI organization platform. Naresh copied.
Key Contacts
Ghobad Narimani · IT Support · Naresh Babu
✅ Provisioned
ACTION
Ghobad to confirm API key works in development environment
Sr AI BSA — Subbu Venkataraman Cleared for Client Interview
Jigar Solanki called candidate Subbu Venkataraman (15+ years AI BSA experience) and confirmed basic AI fit for the role. Approved Athar and Vas to proceed with scheduling a client interview.
Key Contacts
Jigar Solanki · Vas Aditya · Athar Aslam · Naresh Babu
Advancing
ACTION
Schedule client interview for Sr AI BSA Subbu
New Team Members Fully Onboarded
Ghobad Narimani: Laptop set up, GitHub Copilot Enterprise and OpenAI API key provisioned. Actively contributing to Rogers RFI and ADLC work.
Mohammed Farhan Baluch: Device inventory, MDM and mobileLIVE setup completed. Active contributor on Rogers agent evaluations.
Olalekan Subair: mobileLIVE Microsoft email created; onboarding for CIBC project.
Mohammed Farhan Baluch: Device inventory, MDM and mobileLIVE setup completed. Active contributor on Rogers agent evaluations.
Olalekan Subair: mobileLIVE Microsoft email created; onboarding for CIBC project.
Key Contacts
Ghobad Narimani · Mohammed Baluch · Olalekan Subair · IT Support
✅ Onboarded
ACTION
Assign each new member to specific client deliverables
⚡ Period Highlights — Apr 16 – May 8, 2026
🤝 Microsoft Co-Sell — Formally Activated for Rogers
Daniel Partington and Naresh reached out to Microsoft (Ricardo Covo, Julien Baudet, Andy Huang, Bruno Mendes) to co-sell and champion GitHub Copilot + AI Agents at Rogers. Co-sell framework now in place.
✅ Populus Project — Verbal Approval & SOW
Populus (PFG) Lending App Modernization project received verbal approval on April 28. SOW reviewed and approved. Kick-off initiated — first new logo win in this period.
🌐 GDS AI Summit — Citizens Bank Lead Generated
Naresh attended and contributed to the GDS AI Innovation Summit (Apr 27–30). Connected with Stephen Stanback (SVP IT, Citizens Bank) — leading to an active US enterprise lead.
🔵
ROGERS — RFI Submission, GitHub Copilot CoE, Microsoft Co-Sell & ADLC Strategy
17 items
Activity & DetailsKey ContactsStatusAction Items
RFI & Co-Sell Formally Initiated with Microsoft
Daniel Partington reached out to Microsoft (Ricardo Covo, Julien Baudet) to collaborate and co-sell on Rogers RFIs — covering agent building and AI-assisted code development. Subject line: "RFI and Co-Sell Opportunities on Agents & AI Assisted Development at Rogers."
Key Contacts
Daniel Partington · Ricardo Covo (MSFT) · Julien Baudet (MSFT) · Shalin Dave · Shiv Verma · Naresh Babu
✅ Initiated
ACTION
Follow up with Microsoft on co-sell strategy and next steps
Developer Productivity & Agents RFI/Co-Sell Discussion — Rogers
Formal agenda set with Microsoft to discuss Rogers RFI opportunities and co-sell framework. Key stakeholders aligned — Microsoft representatives (Ricardo Covo, Julien Baudet) and mobileLIVE (Naresh, Daniel, Shalin, Shiv, Siddiqui).
Key Contacts
Daniel Partington · Ricardo Covo · Julien Baudet · Naresh Babu · Shalin Dave
Meeting Held
ACTION
Continue Microsoft alignment on Rogers co-sell and RFI
GitHub Copilot Training & Championing at Rogers — Microsoft Engaged
Daniel Partington (on Naresh's behalf) contacted Microsoft (Andy Huang, Ricardo Covo, Bruno Mendes) seeking guidance to champion GitHub Copilot and Agent Mode adoption at Rogers — targeting training resources and advanced feature enablement for Rogers dev teams.
Key Contacts
Daniel Partington · Andy Huang (MSFT) · Ricardo Covo (MSFT) · Bruno Mendes (MSFT) · Naresh Babu
Active
ACTION
Get Microsoft training materials; begin Rogers Copilot enablement program
Rogers Copilot Agents GitHub v4 — Architecture Document Shared
Mohammed Baluch shared "Rogers_Copilot_Agents_GitHub_v4" — the working architecture document for Rogers GitHub Copilot Agent Marketplace — with Ghobad and Naresh for review and iteration.
Key Contacts
Mohammed Baluch · Ghobad Narimani · Naresh Babu
In Review
ACTION
Finalize Copilot Agents architecture; incorporate into Rogers CoE plan
GitHub Copilot Enterprise Access Provisioned
Ghobad Narimani requested GitHub Copilot Enterprise access for Rogers project work. IT provisioned access. Farhan Baluch also added to the same license. Project and IT linked.
Key Contacts
Ghobad Narimani · IT Support · Mohammed Baluch
✅ Provisioned
ACTION
Team to begin using GitHub Copilot Enterprise for all Rogers AI work
Evaluation Framework for GitHub Copilot Agents at Rogers
Ghobad Narimani proposed a model evaluation pipeline for Rogers GitHub Copilot Agents — covering safety, quality, scalability, and trust. Shared with Naresh and Farhan as the technical foundation for the evaluation methodology in the RFI.
Key Contacts
Ghobad Narimani · Mohammed Baluch · Naresh Babu
Draft Ready
ACTION
Review eval framework; integrate into Rogers RFI evals section
Agent 365 Research — Capability & GitHub Copilot Integration
Ghobad Narimani delivered a research document on Microsoft Agent 365 capabilities and integration with GitHub Copilot. Shalin Dave separately shared official Agent 365 documentation received from Microsoft (Julien/Ricardo). Both used to build Rogers CoE strategy.
Key Contacts
Ghobad Narimani · Mohammed Baluch · Shalin Dave · Daniel Partington
Delivered
ACTION
Incorporate Agent 365 findings into Rogers CoE and RFI materials
Rogers — CoPilot Demo (Confluence → Acceptance Criteria)
Rogers IT shared a GitHub Copilot demo (using Confluence to create Acceptance Criteria) with the full Rogers dev team and mobileLIVE (Naresh, Shiv). Used to inform the Rogers Copilot Centre of Excellence content and enablement approach.
Key Contacts
Rogers IT (Abhishek, Azin, Bilal, Shubham, Jaishal) · Naresh Babu · Shiv Verma
Received
ACTION
Leverage demo learnings for Rogers CoE content and training plan
Agentic SDLC Strategy — Rogers IT Core Team Session Initiated
First core team session with Rogers IT to define the Agentic SDLC strategy. Naresh and Farhan Baluch participating alongside Rogers leadership (Samar Mahjoub, Zia UrRehman, Arthur Gawronski, Rajali Petkar). Foundation for the Agent Marketplace Centre of Excellence.
Key Contacts
Samar Mahjoub (Rogers) · Zia UrRehman (Rogers) · Arthur Gawronski (Rogers) · Farhan Baluch · Naresh Babu
Ongoing
ACTION
Continue ADLC strategy definition; establish CoE governance
Rogers AI Strategy Outreach — Direct from Rogers IT Leadership
Rajali Petkar (Rogers IT) directly contacted Farhan Baluch and Naresh Babu for a "Connect for AI strategy" discussion — a strong signal of Rogers IT's interest in deepening the AI partnership with mobileLIVE.
Key Contacts
Rajali Petkar (Rogers) · Farhan Baluch · Naresh Babu · Samar Mahjoub
Initiated
ACTION
Schedule and hold AI strategy alignment session with Rogers IT
ADLC Strategy — Follow-Up Core Team Sessions (Rogers IT)
Two follow-up sessions held (May 6 & 7) to advance ADLC strategy decisions. Farhan, Ghobad, and Naresh representing mobileLIVE. Rogers IT team (Samar, Rajali, Zia, Arthur) driving the sessions.
Key Contacts
Samar Mahjoub · Rajali Petkar · Zia UrRehman · Farhan Baluch · Ghobad Narimani
Ongoing
ACTION
Drive ADLC and Agent Marketplace decisions at Rogers IT
Rogers RFI Submitted — AI Agents Testing Services
mobileLIVE submitted the Agentic AI Testing RFI response to Rogers. Shiv Verma acknowledged Naresh's central role: "Thank you Naresh for all your efforts with the proposal." Result: Selected for next round (confirmed same day).
Key Contacts
Shiv Verma · Full RFI Team · Rogers Procurement
✅ Submitted & Selected
ACTION
Prepare presentation for Rogers — due May 16
BSA Staffing Pipeline — Senior BSA #1 (Ken) Screening Initiated
Ken Dinshaw profile reviewed. Shiv requested peer screening by Sayali and Sahil before presenting to Rogers (replacing Sayali). Naresh confirmed alignment and authorized process. Sahib introduced as second candidate (pre-screened and recommended).
Key Contacts
Shiv Verma · Vas Aditya · Naresh Babu · Sayali Deshmukh (Rogers) · Sahil Kohli (Rogers)
Screening
ACTION
Advance Ken and Sahib through Rogers interview process
BSA Interview — Sahib Scheduled with Rogers
Shiv Verma arranged Sahib's interview with Rogers team (Sayali Deshmukh, Sahil Kohli). Sahib pre-approved by internal assessment. Interview took place; Rogers feedback pending.
Key Contacts
Shiv Verma · Sahib · Sayali Deshmukh (Rogers) · Sahil Kohli (Rogers) · Naresh Babu
Interview Done
ACTION
Collect Rogers feedback; advance Sahib or proceed with Ken
Monthly BSA Status Update Meeting — Rogers
Recurring monthly status review with Rogers BSA team. Shiv Verma organized. Covers all mobileLIVE BSA resources currently engaged at Rogers (Abhishek, Azin, Bilal, Shubham, Jaishal, Hemavathy, SreeRam).
Key Contacts
Shiv Verma · Rogers BSA Team (all members)
Recurring
ACTION
Continue monthly status cadence; review resource utilization
Staples Presentation Dry Runs — SDD & Agentic Testing
Dry Run 1 (SDD) and Dry Run 2 (Agentic Testing) scheduled with internal team before delivering to Staples client. Part of Rogers account expansion and agentic services go-to-market effort.
Key Contacts
Shiv Verma · Hussain Qureshi · Siddiqui · Hamza · Praveen Kumar
Scheduled
ACTION
Deliver Staples presentations after dry-runs
Rogers Agentic Testing/Governance & SDLC Agents — Content Received
Rogers shared external research and materials on Agentic Testing, Governance, and SDLC Agents with the mobileLIVE core team. Used to align mobileLIVE's offering with Rogers' internal AI strategy.
Key Contacts
Shiv Verma · Hussain Qureshi · Siddiqui · Hamza · Praveen Kumar · Naresh Babu
Received
ACTION
Incorporate into Rogers RFI and CoE strategy
🟢
CIBC — Staffing, Onboarding & Account Expansion
6 items
Activity & DetailsKey ContactsStatusAction Items
Gauranga Bhattacharyya — Joined Naresh's Team as Architect
Jigar Solanki formalized Gauranga's role: Architect assigned to Naresh's team for CIBC work, specifically ISP GMP ASG Chatbot. Athar coordinated background check (Mintz) and CIBC consent form. Gauranga submitted BGC and consent promptly.
Key Contacts
Jigar Solanki · Athar Aslam · Aroosha Batool · Gauranga Bhattacharyya · Naresh Babu
In Progress
ACTION
Complete BGC + CIBC consent; assign Gauranga to CIBC deliverables
Role Clarification — Gauranga's Responsibilities & Next Steps
Jigar Solanki scheduled a Teams meeting with Naresh and Gauranga to clarify scope, responsibilities, and next steps for CIBC engagement. Role and deliverables aligned.
Key Contacts
Jigar Solanki · Gauranga Bhattacharyya · Naresh Babu
Clarified
ACTION
Align Gauranga's deliverables with active CIBC workstreams
Sr AI BSA — Subbu Venkataraman Profile Submitted
Vas Aditya shared Subbu Venkataraman's profile (15+ years AI BSA experience in regulated industries). Jigar reviewed and confirmed basic AI fit. Approved Athar and Vas to schedule client interview. Advancing to CIBC client interview stage.
Key Contacts
Vas Aditya · Athar Aslam · Jigar Solanki · Naresh Babu
Advancing
ACTION
Schedule Subbu's interview with CIBC client
HubSpot Update — CIBC Account Details Required
Athar Aslam requested help from Siddiqui, Naresh, Laura, and Hamza to update HubSpot with details of mobileLIVE resources currently deployed at CIBC — as directed by Jahan from the last account review.
Key Contacts
Athar Aslam · Mohammad Siddiqui · Naresh Babu · Laura McCutchan
Pending
ACTION
Update HubSpot CIBC account with all current resource details
Olalekan Subair — Onboarded for CIBC Project
mobileLIVE Microsoft email created for Olalekan Subair (olalekan.subair@mobilelive.ca). New resource brought on for CIBC engagement. Security policy and device setup initiated.
Key Contacts
IT Support · Olalekan Subair · Naresh Babu
✅ Onboarded
ACTION
Complete Olalekan's full onboarding; assign to CIBC project
Sr BSA/Payments — Ola Placed at CIBC
Following in-person interviews coordinated with Monika Kumar (CIBC), Ola was selected and placed. Start date targeted for Apr 27 or May 4. Billing rate subsequently confirmed at $88/hr (8 hrs/day).
Key Contacts
Athar Aslam · Vas Aditya · Monika Kumar (CIBC) · Jigar Solanki
✅ Placed
ACTION
Monitor Ola's onboarding; ensure billing is correctly processed
🟣
NEW CLIENTS — Populus, Citizens Bank (US), TELUS, AI Access Fund, Claude Network
14 items
Activity & DetailsKey ContactsStatusAction Items
✅ Populus (PFG) — Verbal Approval Received!
Uzi Murad confirmed verbal approval for Populus Lending App Modernization project. Legal still completing SOW review. Uzi: "Great job everybody for getting us to this win!" Kick-off requested with Naresh. First new logo closed in this period.
Key Contacts
Uzi Murad · Hussain Qureshi · Naresh Babu · Jigar Solanki · Viktor Bilyk
✅ Verbal Win
ACTION
Schedule kick-off; finalize SOW signatures
Populus — Solution Planning Sessions
Multiple planning meetings and acceptance confirmations for Populus project. Jigar accepted Populus Solution invite. Team alignment on project structure and resource assignments.
Key Contacts
Uzi Murad · Jigar Solanki · Gauranga · Naresh Babu
Planning
ACTION
Finalize team structure and project plan for Populus
Populus — Client Access Provisioning BLOCKED
Viktor Bilyk flagged that despite project approval, there has been zero progress from Populus on Azure access, application code, VPN, or other required access. Only Amazon Workspaces and Ace Cash email setup completed. Escalation needed.
Key Contacts
Viktor Bilyk · Uzi Murad · Jigar Solanki · Naresh Babu
⚠️ Blocked
ACTION
Escalate access provisioning delays directly to Populus leadership
GDS AI Innovation Summit — Naresh Attended & Contributed
Naresh Babu attended and contributed to the GDS AI Innovation Summit (confirmed by GDS: "Thank you for your contributions"). Key networking event that generated the Citizens Bank US lead and other industry connections.
Key Contacts
GDS Team · Industry CXOs · Various AI Leaders
✅ Attended
ACTION
Follow up on all contacts made at Summit; track pipeline from event
Citizens Bank (US) — SVP IT Lead Generated from GDS Summit
Uzi Murad connected with Stephen Stanback (SVP IT, Citizens Bank) at the GDS Summit. Follow-up meeting set and Praveen Kumar (Data & AI Practice Head) added. Citizens expressed active interest in mobileLIVE's AI capabilities. A strong US enterprise lead.
Key Contacts
Uzi Murad · Stephen Stanback (Citizens Bank SVP IT) · Praveen Kumar · Hussain Qureshi
Active Lead
ACTION
Attend Citizens Bank follow-up; prepare tailored AI capability deck
TELUS — Bi-Weekly Sales Review
Internal bi-weekly TELUS account review covering financial performance, orders booked, revenue to date, profitability, order forecast, and major project deliveries. Full account team attended (Hussain, Uzi, Jahan, Jigar, Praveen, Dawson, Laura, Jeffrey, Naresh).
Key Contacts
Hussain Qureshi · Uzi Murad · Jahan Ali · Mohammad Siddiqui · Jigar Solanki
Recurring
ACTION
Continue bi-weekly cadence; update TELUS revenue forecasts
TELUS Opportunity — Architecture Response Drafted
Gauranga Bhattacharyya working on high-level architecture and drafted a response to TELUS customer questions. Meeting set with Uzi Murad to review and align before submission to TELUS.
Key Contacts
Gauranga Bhattacharyya · Uzi Murad · Naresh Babu
Draft Ready
ACTION
Review TELUS architecture response with Uzi; submit to TELUS
⚠️ AI Access Fund — Budget Update Required (IMPORTANT)
AI Access Fund agent flagged that the submitted budget needs more detail. Required: updated budget detailing eligible/ineligible costs and requested funding. Jennifer Kung escalated to leadership (Daniel, Naresh, Siddiqui). Mohammed Baluch responded on May 7 with clarifications on four flagged activities.
Key Contacts
Jennifer Kung · Daniel Partington · Naresh Babu · Mohammed Baluch · Siddiqui
⚠️ Action Required
ACTION
Submit updated AI Access Fund budget with full eligible cost detail
AI Intelligent Intake & Triage — HLRD Drafted
Ghobad Narimani drafted a High-Level Requirements Document for an AI Intelligent Intake & Triage project use case. Shared with Naresh, Uzi Murad, and Gauranga for review and potential client alignment.
Key Contacts
Ghobad Narimani · Uzi Murad · Gauranga · Naresh Babu
Draft Ready
ACTION
Review HLRD; identify the right client fit and opportunity
Reporting Agent CR — Release Plan & Approval Status
Jigar Solanki raised question on whether Reporting CR is officially approved and timelines for release. Athar confirmed revised estimates not yet submitted and no approvals in hand. Jigar committed to work with Saima on HLD and user story status before providing estimates.
Key Contacts
Jigar Solanki · Athar Aslam · Saima Naz · Siddiqui · Hammad Gulraiz
Pending Approval
ACTION
Confirm Reporting CR approval status; submit revised estimates
✅ Claude / Anthropic Partner Network — Approved
mobileLIVE approved by Anthropic to join the Claude Partner Network. Shalin Dave communicated to full leadership team: "This represents an important strategic step." Significant for AI product positioning and co-selling alongside Anthropic.
Key Contacts
Shalin Dave · Jennifer Kung · Hussain Qureshi · Praveen Kumar · Naresh Babu
✅ Approved
ACTION
Begin Claude Partner Network next steps; align with sales team
Populus — Lending Modernization Architecture Overview (Gauranga)
Internal meeting organized by Jigar to brief Gauranga Bhattacharyya on the Populus Lending App Modernization project scope. Gauranga designated as the architecture lead for Populus.
Key Contacts
Jigar Solanki · Gauranga Bhattacharyya
Briefed
ACTION
Gauranga to take architecture ownership on Populus project
SOW Review — Populus Lending App (AI Clause Approved)
Client redlines reviewed internally. Hussain Qureshi flagged AI tool usage clause (allowing LLMs as internal development aids) — reviewed and approved by Uzi and Siddiqui. Uzi authorized signatures to proceed.
Key Contacts
Uzi Murad · Mohammad Siddiqui · Hussain Qureshi · Naresh Babu
✅ Approved
ACTION
Process signatures; deliver SOW to Populus
AWS Partner Day — Toronto (May 7)
Shalin Dave flagged Amazon Quick Enterprise Partner Day event (May 7, Toronto) as an opportunity for mobileLIVE. Team discussed attendance to strengthen AWS partnership.
Key Contacts
Shalin Dave · Praveen Kumar · Naresh Babu
FYI
ACTION
Confirm attendance outcomes; add AWS to partner pipeline
🟠
TEAM — Hiring, Salary Revisions & Internal Updates
11 items
Activity & DetailsKey ContactsStatusAction Items
Lead AI Engineer — Interview Cycle (Mehrshad Kafi)
Interview for Lead AI Engineer role scheduled (Mehrshad Kafi, forwarded by Vas Aditya). Subsequently canceled by Keyur Patel on May 6. Needs rescheduling.
Key Contacts
Vas Aditya · Keyur Patel · Mehrshad Kafi · Naresh Babu
Canceled
ACTION
Reschedule Lead AI Engineer interview
Telecom Solution Architect — Multiple Candidates in Pipeline
Two candidates reviewed: Yeshwanth Subbarao (30 yrs experience) and Rohit Kendurkar (20+ yrs telecom). Both interviews initially scheduled and then Rohit's canceled on May 6. Yeshwanth interview completed May 6 with Naresh.
Key Contacts
Vas Aditya · Keyur Patel · Yeshwanth Subbarao · Rohit Kendurkar
Yeshwanth Assessed
ACTION
Evaluate Yeshwanth; reschedule Rohit; confirm best candidate
AI Transformation Consultant — Interview Canceled
In-person interview for AI Transformation Consultant role canceled by Keyur Patel on May 6. Candidate to be rescheduled.
Key Contacts
Keyur Patel · Vas Aditya · Naresh Babu
Canceled
ACTION
Reschedule or close AI Transformation Consultant role
AI Engineer PRF — Closed (Not Approved)
Vas Aditya closed the PRF for AI Engineer position (2 openings targeted for mobileLIVE internal) — reason: "not approved." Decision to be reviewed for future hiring cycle.
Key Contacts
Vas Aditya · PRF Portal · Naresh Babu
Closed
ACTION
Determine if AI Engineer role will be re-opened next cycle
Ghobad Narimani — Fully Onboarded
Ghobad received mobileLIVE laptop and completed setup. Confirmed to Naresh and ready to engage on Rogers GitHub Copilot and RFI work. Subsequently provisioned with GitHub Copilot Enterprise and OpenAI API access.
Key Contacts
Ghobad Narimani · Naresh Babu · IT Support
✅ Onboarded
ACTION
Assign Ghobad to Rogers CoE, evals, and GitHub Copilot workstreams
Mohammed Farhan Baluch — Device & MDM Setup
Device inventory and MDM setup guide issued for Farhan Baluch. Laptop and security policies configured. Farhan now fully equipped with mobileLIVE tools and already contributing to Rogers agent evaluations work.
Key Contacts
IT Support · Mohammed Baluch · Naresh Babu
✅ Onboarded
ACTION
Confirm Farhan's access to all required tools and platforms
Aamir — Salary Revision Request ($5,000 Increase)
Jigar Solanki formally requested a $5,000 salary increase for Aamir, effective February 2026. Flagged as critical due to Aamir's level of project involvement and impact on team retention.
Key Contacts
Jigar Solanki · Naresh Babu · Jahan Ali (HR)
Pending
ACTION
Confirm Aamir's salary revision with HR; execute retroactive to February
Jigar — Salary Revision Pending
Jigar Solanki requested salary review via Jahan. Jigar noted he has been trying to connect with Jahan since last week. Awaiting Jahan's availability to confirm or deny revision.
Key Contacts
Jigar Solanki · Naresh Babu · Jahan Ali
Pending
ACTION
Follow up with Jahan on Jigar's salary review; provide timeline
Athar — Salary Discussion Requested
Jigar Solanki relayed that Athar Aslam wants a direct meeting with Naresh about his compensation — noting that the prior understanding was no change this year. Athar wants to discuss expectations directly.
Key Contacts
Jigar Solanki · Athar Aslam · Naresh Babu
Meeting Needed
ACTION
Schedule 1:1 with Athar to address comp expectations
Q1 Performance Review — Naresh (Rescheduled)
Q1 Review for Naresh Babu was scheduled with Hussain Qureshi for April 30. Hussain had to reschedule due to travel conflict. New date to be set.
Key Contacts
Hussain Qureshi · Jessica Okhonmina · Naresh Babu
Rescheduled
ACTION
Reschedule Q1 performance review with Hussain
Monthly Business Review (MBR) — Completed
Jahan Ali and Shiv Verma coordinated the MBR. Naresh kept in loop. Jahan thanked Shiv post-MBR. Regular cadence maintained.
Key Contacts
Jahan Ali · Shiv Verma · Naresh Babu
✅ Done
ACTION
Ensure MBR action items are actioned across teams
Strategy · For Discussion
Rogers SOW Options — Engineered for Microsoft Co-Funding
Two candidate deliverables, both structured to draw Microsoft investment by growing Azure Consumed Revenue
Microsoft does not fund good ideas — it funds Azure Consumed Revenue (ACR). Any Rogers deliverable we want co-funded has to do three things at once: solve a real Rogers problem, run on Azure in a way that scales consumption with usage rather than with headcount, and give Microsoft a referenceable win. Both options below are built to that test. They also double as our submission for prep areas 2, 4 and 5 of the Microsoft FY27 joint plan — AI & Frontier strategy, repeatable IP, and Advanced Specialization targets — which is due to Shalin ahead of the August QBR.
Lever 1 · Consumption Growth
The solution must generate recurring, usage-linked Azure spend — inference, capacity, storage, observability — not a one-time migration. Microsoft funds the ramp, then earns on the run rate.
Lever 2 · MACC Retirement
If mobileLIVE transacts the IP through Azure Marketplace, Rogers' spend draws down their Microsoft Azure Consumption Commitment. Rogers spends budget they have already committed — and it still counts for Microsoft.
Lever 3 · Referenceable Win
A named enterprise AI win with governance evidence is worth more to Microsoft than the revenue itself. It also closes the 3-customer-reference gate blocking our Azure AI Apps Advanced Specialization.
Option 1 · Faster to Signature
Agent Marketplace + Evals
"A trusted supply chain for agents — nothing ships unmeasured."
What We Deliver
- Agent Marketplace on Azure — catalog, publishing pipeline, versioning, ownership, and lifecycle management for every agent built across Rogers.
- Evals harness — automated quality, safety, cost and latency gates that every agent must clear before publish, plus continuous post-publish scoring and drift detection.
- Public scorecards in the catalog so an internal consumer sees an agent's measured quality before adopting it.
- Golden datasets per domain, owned by Rogers, that become the regression suite for the agent estate.
- Agent registry with identity, entitlement and observability wired in from day one.
Azure Surface
AI FoundryAzure OpenAIAI SearchEntra Agent IDAPI ManagementContainer AppsCosmos DBMonitor / App InsightsDefender for Cloud
Why It Drives ARR
- The marketplace is a multiplier: one platform build, then every new agent onboarded adds its own inference load.
- Evals create a second, independent consumption stream — each release and each scheduled re-score is itself inference, and it recurs whether or not agent traffic grows.
- Consumption scales with agent count × release cadence, not with our headcount.
Timeline
12–16 weeks
Funding Fit
Strong
ARR Scale
Moderate
Delivery Risk
Low
For
- Builds on a forum Rogers already has (ADLC & Marketplace).
- Little net-new data access needed — fast to scope and sign.
- Responsible-AI evidence is exactly the story Microsoft wants.
- Clean path to co-sell IP and a Marketplace listing.
Against
- Smaller ARR than a data-platform play.
- The ADLC & Marketplace sync has been dark since Jul 23 — needs reviving first.
- Risks being seen as tooling rather than transformation.
Option 2 · Larger Prize
The Context Engine
"Can our AI safely act on our data — not just answer questions about it?"
What We Deliver
- Semantic layer — canonical definitions. What "customer" means, how "revenue" is calculated, which field is source of truth.
- Ontology — the relationship model: customer → account → product → contract → obligation → risk and compliance rule.
- Context layer — the differentiator, wrapping both with authority (who or what may act), lineage (where the data came from), policy (what rule applies here), decision memory (what was already decided and why), change awareness (what moved since the last action), and human-review triggers.
- Agent runtime that must consult the context layer before it acts, escalate when confidence or authority is insufficient, and write every decision back to memory.
Azure Surface
Microsoft FabricOneLakePurviewAI FoundryCosmos DBEntra Agent IDAI SearchMonitorDefender
Why It Drives ARR
- Fabric capacity is committed monthly spend, not variable — the single largest and most durable ARR line of the two options.
- Purview scales with the size of the data estate, and Rogers' estate is large.
- It is a platform commitment rather than a project: once agents depend on the context layer, the spend is structural.
Timeline
20–28 weeks
Funding Fit
Very Strong
ARR Scale
High
Delivery Risk
Elevated
For
- Materially larger ARR — Fabric capacity dwarfs inference spend.
- Highly differentiated; few partners can actually deliver it.
- Positions mobileLIVE as architecture authority, not staff augmentation.
- Reusable IP across CIBC, TELUS and Manulife.
Against
- Long sales cycle; needs data-estate access and many stakeholders.
- Rogers may not be ready — most enterprises are still stretching the semantic layer.
- Real risk of degenerating into a data project with no agent outcome.
Recommendation
Sign Option 1 now — but architect it as Phase 1 of Option 2
These are not competing bets. Presented as a choice they split the room; sequenced, they compound. Option 1 is fast, low-risk and immediately fundable, and it produces exactly the raw material Option 2 needs.
The connective insight: eval telemetry is the seed of decision memory. Every eval result, agent action trace and human override captured in Option 1 is precisely the decision-memory substrate the context layer requires in Option 2. Build the marketplace and the evals first, and the context engine stops being a speculative architecture pitch — it becomes the obvious next step, justified by Rogers' own accumulated data.
Sequencing also gives Microsoft two funding events instead of one — a contained pilot they can approve quickly, then a platform commitment backed by evidence from the pilot. That is a materially easier path than asking for the full context-engine envelope cold. And it lets us name Option 2 in the FY27 plan as committed future IP without having to deliver it before the August QBR.
1 · Semantic Layer
Meaning. What "customer" means, how "revenue" is calculated, which system is source of truth. Enough for a chatbot.
2 · Ontology Layer
Relationships. Customer → account → product → contract → obligation → risk and compliance rule, end to end.
3 · Context Layer (the differentiator)
Operating intelligence. Authority, lineage, policy, decision memory, change awareness, human-review triggers.
4 · Agent Runtime
Safe to act. Consult context before acting, escalate when confidence or authority falls short, write every decision back to memory.
Decisions Needed
- Which option goes into the Rogers SOW — or do we adopt the sequenced recommendation and write one SOW with a Phase 2 option clause?
- Who owns the Microsoft funding conversation — Shalin leads the ask, but we need the ACR model and the eligible funding vehicle confirmed with the Microsoft PDM before the August QBR.
- Do we list on Azure Marketplace? This is the MACC-retirement lever and it changes the commercial construct for Rogers. It needs a decision, not a discussion.
- Which Rogers sponsor carries this — Sreeraj on architecture, or higher? The ADLC & Marketplace forum has been dark since Jul 23 and needs reviving either way.
- Do we commit Option 2 as named FY27 IP in the Microsoft joint plan even if we only sign Option 1 this year?
To verify before this goes to Microsoft: exact funding-programme names, eligibility and rates change by fiscal year and geography. The three levers above are structurally sound, but the specific vehicle — customer investment funds, an Azure Innovate-style engagement, or a solution assessment — must be confirmed with Shalin and the Microsoft PDM. ARR figures are deliberately left unmodelled; they need Rogers' agent-count roadmap and data-estate sizing as inputs.