BTO · Quarterly Business Review (QBR) · Worked example Greystone FM Group · 3 packs · 14 contracts · 42 sites · Q2 2026 (Months 1-3) · £184,200 variation value recovered
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Quarterly Business Review
BTO-GFM-QBR-Q2 · 2026
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Q2 2026 Business Review

Greystone FM Group · April – June 2026 (Months 1–3)
Prepared for D. Farrow (COO) and Greystone Leadership · 30 June 2026
Total Delivered
0
Outputs across Q2
Avg SLA Compliance
0%
Target: ≥ 95%
Variation Recovery
£0k
Attributed to CCK outputs
WIP Reduction
0%
Aged WIP > 60 days
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Section 01

Executive Summary

Q2 2026 marks the first full quarter of Built to Order™ operations for Greystone FM Group. Three packs are live, delivering measurable commercial and operational impact.

Q2 Value Recovered
£184,200 recovered
£184,200 in recovered variation value and avoided margin leakage across the Greystone FM portfolio. The Commercial Control Kit alone recovered £147,600 in previously unsubmitted or under-evidenced variations across 14 contracts.
Quarter assessment: Strong start. All three packs are operating within SLA. Delivery volume grew 28% from Month 1 to Month 3 as templates matured and client-side data flows stabilised. Quality improved from 88% to 91%. Zero governance breaches, zero data incidents. One expansion opportunity identified (RAMS Factory). Service is delivering measurable, auditable value.

Quarter at a glance

MetricMonth 1Month 2Month 3Q2 Total/AvgTrend
Items delivered687887233↑ +28%
SLA compliance94%96%97%96%↑ Improving
Quality score88%90%91%90%↑ Improving
Items returned1411833↓ -43%
Avg turnaround2.4 days2.1 days1.9 days2.1 days↓ Faster
Governance breaches0000Clear
Section 02

Value Recovery Evidence

Quantified commercial impact attributed to Built to Order™ outputs during Q2. All figures validated against Greystone's internal commercial tracking.

Variation Recovery
£184.2k
Submitted & approved variations supported by CCK outputs
WIP Reduction
£312k
Aged WIP > 60 days reduced from £1.01m to £698k
Invoice Blockers Cleared
17
Previously stalled invoices released (£89k value)

Variation recovery — by contract

ContractVariations SubmittedApproved ValuePreviously UnsubmittedCCK Contribution
Meridian NHS Trust6£62,4004 of 6Evidence narrative, entitlement framework
Westbridge Retail Park4£38,1002 of 4Change event log, notice tracking
Langton Civic Centre3£24,8003 of 3Full variation pack (narrative + evidence)
Riverside FM5£31,2003 of 5Cause-and-effect narrative, notice tracker
Other contracts (6)9£27,7005 of 9Various CCK outputs
Total27£184,20017 of 27

17 of 27 variations submitted in Q2 were previously unsubmitted or lacked sufficient evidence to support the claim. CCK outputs provided the structured narrative and evidence framework that enabled submission.

Value recovered — summary

LineQ2 ValueNotes
Variation recovery (CCK)£184,200Approved variation value attributed to CCK
Invoice blockers cleared£89,000Previously stalled invoices released
Direct cash value recovered£273,200£184.2k + £89k
WIP reduction (Cockpit)£312,000Aged balance reduction — memo only, not direct cash

Figures are the value recovered by Greystone. The Built to Order™ service is priced bespoke to each engagement and is not stated here.

Section 03

Pack Performance — Quarter View

KPI trends across the full quarter for each active pack. Targets agreed during onboarding.

Commercial Control Kit™ — 89 items · £184.2k recovered

KPITargetM1M2M3Q2 AvgStatus
SLA compliance≥ 95%93%96%97%95%Met
Quality score≥ 90%86%89%89%88%Below (1pp)
Turnaround≤ 48 hrs52 hrs44 hrs41 hrs46 hrsMet
Variations logged before delivery+45pp baseline+38pp+38ppProgressing

Assessment: Quality score at 88% is 2pp below the 90% target — driven by site diary upload delays, not output quality. Turnaround has improved from 52 hours to 41 hours as templates mature. Variation recovery is the standout result — £184k in one quarter with 63% of submissions previously unsubmitted.

Margin Cockpit™ — 34 items · £312k WIP reduction

KPITargetM1M2M3Q2 AvgStatus
SLA compliance≥ 95%100%100%100%100%Exceeding
Quality score≥ 90%92%94%96%94%Exceeding
Snapshot deliveryBy Day 3Day 3Day 2Day 2Day 2.3Exceeding
WIP > 60 days−40% baseline−31%−31%Progressing

Assessment: Strongest-performing pack. 100% SLA compliance across all 13 weeks. Quality improving each month as the finance team's familiarity with the output format grows. WIP reduction at −31% against a −40% target — on track but requires continued focus in Q3.

The Dispatch Desk™ — 110 items · 42 sites covered

KPITargetM1M2M3Q2 AvgStatus
SLA compliance≥ 95%91%94%95%93%Below (2pp)
Quality score≥ 90%87%88%90%88%Below (2pp)
Handover by 07:30100%82%89%91%87%Improving
Ticket processing≤ 15 min18 min14 min12 min15 minMet

Assessment: Most complex pack — 42-site FM portfolio with variable data quality. Clear improvement trajectory across all metrics. Morning handover SLA affected by external BMS data feeds (now resolved). Recommend adjusting the handover SLA to 07:45 or formalising the BMS feed as a tracked dependency. Ticket processing time improved from 18 to 12 minutes — now exceeding target.

Section 04

Expansion Recommendation

During Q2 delivery, Built AI identified a recurring operational bottleneck that maps to an existing workflow pack not yet active for Greystone.

Recommended · Q3 2026

Add RAMS Factory™ as a fourth active pack

Across 14 contracts in the Greystone FM portfolio, Built AI observed an average 4.2-day mobilisation delay per new work package attributable to RAMS production bottlenecks. Site-specific RAMS are being copied from previous jobs, supervisors raise late corrections, and the H&S review cycle adds 2–3 days before site start.

Avg Mobilisation Delay
4.2 days
Per new work package
Estimated Annual Cost
£96k
Preliminaries cost of delays
Target Reduction
−50%
RAMS cycle time

Next step: A formal new use-case assessment will be issued by 25 July (Action A-023 from Month 3 governance). This will include a detailed scope, pilot plan, cost indication and success criteria for COO approval.

Section 05

Recalibration Notes

Template refinements, process adjustments and prompt improvements made during Q2 to improve output quality and efficiency.

ChangePackImplementedImpact
Variation narrative template v2CCKWeek 10Reduced QS revision requests by 35%
Morning handover format updateDispatchWeek 9Added overnight callout summary — positive ops feedback
Variation pipeline summaryCockpitWeek 11New recurring output — accepted immediately
Evidence bundle index v2CCKWeek 12Standardised document index — fewer missing-doc returns
P2/P3 priority mapping updateDispatchWeek 13Aligned to Harland SLA v2.1 — resolved classification disputes
Data ingestion validationAllWeek 11Automated file-size check catches corrupt uploads at ingestion
Margin bridge commentaryCockpitWeek 8Added contract-level commentary — reduced finance queries by 40%
Section 06

Q3 2026 — Forward Plan

Priorities, targets and milestones for the next quarter. Subject to approval at this QBR.

Q3 Priorities

#PriorityTargetOwner
1Bring CCK quality score to ≥ 90%Implement data-readiness checklist for site teamsBuilt AI + T. Brennan
2Achieve WIP reduction target (−40%)Focus on 4 contracts with largest aged balancesBuilt AI + K. Rhodes
3RAMS Factory new use-case assessmentIssue by 25 July, pilot decision by end AugustBuilt AI + D. Farrow
4Dispatch Desk SLA recalibrationAgree adjusted handover SLA or formalise BMS dependencyBuilt AI + T. Brennan
5Maintain zero governance breachesContinue clean compliance recordAll

Q3 Revised Targets

KPIQ2 ActualQ3 TargetStretch
SLA compliance (all packs)96%≥ 97%≥ 98%
Quality score (all packs)90%≥ 92%≥ 95%
CCK variation recovery£184k£200k+£250k
WIP > 60 days reduction−31%−40%−50%
Dispatch handover on-time87%≥ 95%100%

Key Dates — Q3

DateMilestone
7 JulMonth 3 Governance Review
25 JulRAMS Factory new use-case assessment issued
4 AugMonth 4 Governance Review
Aug (TBC)RAMS Factory pilot decision
1 SepMonth 5 Governance Review
30 SepQ3 Quarterly Business Review
Recommendation to the board. Continue Built to Order™ into Q3 with the three active packs. Approve the RAMS Factory new use-case assessment as a priority action. The service is delivering measurable, auditable value — £184,200 of variation value recovered in the quarter. The next step is controlled expansion — one additional pack, piloted before commitment.
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