Easiest, highest-confidence first
Recommended sequencing
Form completeness check
Back office. Pattern-setter: no PII, no writes, attacks the 13 percent rework rate.
Glia-to-Salesforce consolidation
Service. Highest-leverage quick win on capability already paid for.
Pending-funding auto-close
Back office. Trivial logic, both checks in Orion, immediate queue relief.
FIX form pre-population
Back office. Clean scope, visible 56-case backlog.
Status page, surge, stale-case SLA
Service. Tier 1/2 risk, prevents the 26-engagement outage days.
Trading ops
After data-lineage mapping; start with the Excel market-data connector.
Billing
Once Tara's recipes and the secure PII environment exist.
Parallel scoped track
Proceeds regardless of the broader prioritization, per Kent.
Sales commissions
A data-lineage and canonical-layer effort. Gated on the lineage map and access.
Performance agent (HR)
Gated on April's golden-standard checklist and the build-versus-buy call.