— FY27 Performance

1

Support Goal 1: Excellent Customer Service Quality

›

Contributors

KP

Kunjal Panchal

PA

Pratik Agarwal

DN

Denise Nahmias

ZW

Zeyad Wadi

FS

Fernando Sanchez

PS

Paul Sulyma

SS

Sandrine Stordiau

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
CSAT Scores 8.5/10 or Higher	8.5	8.09	8.5	—	8.5	—	8.5	—	8.5	8.09	→
First Reply SLA 85%+	85%	77%	85%	—	85%	—	85%	—	85%	77%	→
Close Time SLA 85%+	85%	71%	85%	—	85%	—	85%	—	85%	71%	→
Call QA Scores 85%+	85%	—	85%	—	85%	—	85%	—	85%	—	→
RMA Completion <7 days	7	2.95	7	—	7	—	7	—	7	2.95	→

2

Support Goal 2: Guides, Technical Training & Documentation

›

Contributors

NP

Nazar Platonov

ZW

Zeyad Wadi

FS

Fernando Sanchez

JF

Joanne Fajardo

EH

Elina Hodz

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Create Technical Guides	3	3	3	—	3	—	3	—	12	3	→
Technical Training Sessions	1	1	1	—	1	—	1	—	4	1	→
Technical Training Quality	80%	80%	85%	—	85%	—	90%	—	85%	80%	→

› 2 Projects

0

Completed

0

In Progress

2

Not Started

0

Late

2

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Troubleshooting Guides - Actuators	—	Not Started	On Track	FS Fernando Sanchez	ZW Zeyad Wadi	→
Troubleshooting Guides - Control Boxes	—	Not Started	On Track	FS Fernando Sanchez	ZW Zeyad Wadi	→

1

Marketing Goal 1: Paid Acquisition

›

Contributors

KP

Kunjal Panchal

PA

Pratik Agarwal

DN

Denise Nahmias

ZW

Zeyad Wadi

FS

Fernando Sanchez

PS

Paul Sulyma

SS

Sandrine Stordiau

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Paid Traffic	102,600	103,663	99,400	—	103,900	—	94,900	—	400,800	103,663	→
PA USA	66,300	67,136	62,200	—	70,800	—	62,100	—	261,400	67,136	→
PA Canada	12,900	10,776	11,900	—	11,000	—	12,200	—	48,000	10,776	→
PD USA	14,000	14,634	14,200	—	13,200	—	11,000	—	52,400	14,634	→
PD Canada	9,400	11,117	11,100	—	8,900	—	9,600	—	39,000	11,117	→
Paid Revenue	US$ 575,390	US$ 612,217	US$ 575,390	—	US$ 575,390	—	US$ 575,390	—	US$ 2,301,565	US$ 612,217	→
PA	US$ 482,191	US$ 519,261	US$ 482,191	—	US$ 482,191	—	US$ 482,191	—	US$ 1,928,767	US$ 519,261	→
PD	US$ 93,199	US$ 92,956	US$ 93,199	—	US$ 93,199	—	US$ 93,199	—	US$ 372,798	US$ 92,956	→
ROAS by Channel	—	483%	—	—	—	—	—	—	—	483%	→
Google	—	514%	—	—	—	—	—	—	—	514%	→
PA USA	650%	704%	650%	—	650%	—	650%	—	650%	704%	→
PA Canada	360%	239%	360%	—	360%	—	360%	—	360%	239%	→
PD USA	315%	253%	315%	—	315%	—	315%	—	315%	253%	→
PD Canada	340%	368%	340%	—	340%	—	340%	—	340%	368%	→
Bing	—	701%	—	—	—	—	—	—	—	701%	→
PA USA	650%	863%	650%	—	650%	—	650%	—	650%	863%	→
PA Canada	200%	209%	320%	—	380%	—	420%	—	330%	209%	→
PD USA	280%	—	280%	—	280%	—	280%	—	280%	—	→
PD Canada	280%	—	280%	—	280%	—	280%	—	280%	—	→
Amazon	416%	389%	416%	—	416%	—	416%	—	416%	389%	→
PA	440%	429%	440%	—	440%	—	440%	—	440%	429%	→
PD	300%	202%	300%	—	300%	—	300%	—	300%	202%	→
Socials	460%	328%	460%	—	460%	—	460%	—	460%	328%	→
PA	450%	451%	450%	—	450%	—	450%	—	450%	451%	→
PD	500%	70%	500%	—	500%	—	500%	—	500%	70%	→
Marketplace Revenue	US$ 513,838	US$ 516,341	US$ 513,838	—	US$ 513,838	—	US$ 513,838	—	US$ 2,055,356	US$ 516,341	→
PA	US$ 432,521	US$ 451,899	US$ 432,521	—	US$ 432,521	—	US$ 432,521	—	1,730,086	US$ 451,899	→
PD	US$ 81,317	US$ 64,443	US$ 81,317	—	US$ 81,317	—	US$ 81,317	—	325,270	US$ 64,443	→

› 17 Projects

0

Completed

0

In Progress

17

Not Started

0

Late

17

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Google PA — Scale	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
Bing PA USA	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
Bing PA Canada	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
PA Global Paid — Google	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
PA Global Paid — Bing EU	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
PD Canada Paid	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
PD Google USA — Recovery	—	Not Started	On Track	KP Kunjal Panchal	PA Pratik Agarwal	→
Amazon Sponsored Ads + DSP Launch	—	Not Started	On Track	KP Kunjal Panchal	KP Kunjal Panchal	→
PD Amazon — Conservative Hold	—	Not Started	On Track	KP Kunjal Panchal	KP Kunjal Panchal	→
eBay — Maintain	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
RobotShop Marketplace (PA)	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
Truemed Marketplace (PD)	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
Amazon Back-End SEO	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
OEM Replacement Descriptions	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
A+ Q&A — Rufus Optimisation	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
Amazon Image Refresh	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→
Listings + Variations Structure	—	Not Started	On Track	KP Kunjal Panchal	PS Paul Sulyma	→

2

Marketing Goal 2: Website Transformation

›

Contributors

NP

Nazar Platonov

ZW

Zeyad Wadi

FS

Fernando Sanchez

JF

Joanne Fajardo

EH

Elina Hodz

NB

Nathan Bong

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Conversion Rate	1.01%	0.89%	1.00%	—	1.00%	—	1.00%	—	1.00%	0.89%	→
PA CA	1.05%	1.29%	1.05%	—	1.05%	—	1.05%	—	1.05%	1.29%	→
PA USA	1.00%	0.85%	1.00%	—	1.00%	—	1.00%	—	1.00%	0.85%	→
AOV	US$ 559	US$ 572	US$ 566	—	US$ 572	—	US$ 580	—	US$ 572	US$ 572	→

› 18 Projects

0

Completed

0

In Progress

18

Not Started

0

Late

18

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Navigation, Collections & Filters Restructure	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
New Product Pages	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
B2B Industry Pages — Card Layout	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Visual Refresh — Modern Design System	—	Not Started	On Track	JF Joanne Fajardo	EH Elina Hodz	→
AI Bundle Builder — Integration & Page Logic	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Custom Orders Online	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Brand, Technology & Expertise Messaging	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Brand Integration — Natural Buyer Journey	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Product Photography — AI Image Gen, Style & Standards	—	Not Started	On Track	JF Joanne Fajardo	EH Elina Hodz	→
Blog Category Reorganization	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Further Reading Interlinking System	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Application Landing Pages	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Bundle Product Pages	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Checkout Optimization	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Business Solutions Section	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Made in Canada + About Us Refresh	—	Not Started	On Track	JF Joanne Fajardo	EH Elina Hodz	→
Dump Bed Kit — Category & Product Pages	—	Not Started	On Track	JF Joanne Fajardo	JF Joanne Fajardo	→
Core Web Vitals + Crawl Health	—	Not Started	On Track	NP Nazar Platonov	NP Nazar Platonov	→

3

Marketing Goal 3: Organic & Social

›

Contributors

PD

Pablo Diaz Varela

KP

Kunjal Panchal

JF

Joanne Fajardo

EH

Elina Hodz

MP

Marjulie Pita

FG

Florencia Gonzalez

RR

Ryan Rueda Vilchis

MA

Matilda Agustina Braun

BP

Bis Pradhan

NB

Nathan Bong

SE

Shareny Espinoza

MV

Monica Vasquez

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Non-Paid Traffic	459,500	413,352	471,500	—	496,000	—	514,000	—	1,941,000	413,352	→
PA USA	336,600	304,500	361,500	—	384,200	—	399,800	—	1,482,100	304,500	→
PA Canada	37,500	30,672	32,700	—	33,000	—	36,600	—	139,800	30,672	→
PD USA	51,300	46,274	47,500	—	48,600	—	46,900	—	194,300	46,274	→
PD Canada	34,100	31,906	29,800	—	30,200	—	30,700	—	124,800	31,906	→
Non-Paid Revenue	895,188	US$ 1,128,087	895,188	—	895,188	—	895,188	—	3,580,754	US$ 1,128,087	→
PA	608,626	US$ 726,735	608,626	—	608,626	—	608,626	—	2,434,506	US$ 726,735	→
PD	286,562	US$ 401,352	286,562	—	286,562	—	286,562	—	1,146,248	US$ 401,352	→
AI Visibility Percentage	—	12.04%	—	—	—	—	—	—	—	12.04%	→
PA	30%	22.93%	33%	—	36%	—	40%	—	35%	22.93%	→
PD	2%	1.14%	3%	—	4%	—	5%	—	3.50%	1.14%	→
Brand Search	2,100	2,030	2,100	—	2,100	—	2,100	—	2,100	2,030	→
PA USA	750	773	750	—	750	—	750	—	750	773	→
PA Canada	330	320	330	—	330	—	330	—	330	320	→
PD USA	270	260	270	—	270	—	270	—	270	260	→
PD Canada	750	677	750	—	750	—	750	—	750	677	→

› 16 Projects

0

Completed

0

In Progress

16

Not Started

0

Late

16

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
PA SEO Restructure	—	Not Started	On Track	KP Kunjal Panchal	KP Kunjal Panchal	→
Title Tags & Meta Descriptions Audit	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
Internal Linking Structure	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
Competitor SEO Gap Analysis	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
Backlink Profile Audit	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
Industrial Directory Submissions	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
Digital PR	—	Not Started	On Track	KP Kunjal Panchal	SE Shareny Espinoza	→
PD Organic Restructure	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Content Strategy — Buying Stage Map	—	Not Started	On Track	JF Joanne Fajardo	KP Kunjal Panchal	→
Blog Posts — SEO-led (weekly)	—	Not Started	On Track	KP Kunjal Panchal	NB Nathan Bong	→
Case Studies — B2B (2-4/yr)	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
YouTube Strategy + Application Videos	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→
Social Media — TikTok, Facebook, Instagram & LinkedIn	—	Not Started	On Track	JF Joanne Fajardo	MV Monica Vasquez	→
UGC + Influencer Partnerships	—	Not Started	On Track	JF Joanne Fajardo	PD Pablo Diaz Varela	→
Reddit + Forums Engagement	—	Not Started	On Track	JF Joanne Fajardo	PD Pablo Diaz Varela	→
Dump Bed Kit — Content Package	—	Not Started	On Track	JF Joanne Fajardo	NB Nathan Bong	→

4

Marketing Goal 4: B2B & Global

›

Contributors

DN

Denise Nahmias

PD

Pablo Diaz Varela

KP

Kunjal Panchal

TH

Timo Hengge

JF

Joanne Fajardo

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
B2B Inbound Leads	90	91	80	—	70	—	65	—	305	91	→
Global Revenue B2C	US$ 121,039	US$ 101,838	US$ 118,152	—	US$ 123,214	—	US$ 120,975	—	US$ 662,692	US$ 101,838	→

› 11 Projects

0

Completed

0

In Progress

11

Not Started

0

Late

11

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
IVT Chicago (Booth)	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
1 Global Tradeshow (Booth)	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
Brazil / Mexico Attendance	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
Customer Visits & Immersion	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
Top 20 VIP Merch Program	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
Strategic Partnership & Co-Marketing	—	Not Started	On Track	DN Denise Nahmias	PD Pablo Diaz Varela	→
AI-Powered Lead Pipeline	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
LATAM Dealership Prospecting	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
Directory Listings — ThomasNet + Global	—	Not Started	On Track	DN Denise Nahmias	KP Kunjal Panchal	→
Inbound Lead Volume & Quality	—	Not Started	On Track	DN Denise Nahmias	KP Kunjal Panchal	→
Dump Bed Kit — B2B Fleet Outreach	—	Not Started	On Track	TH Timo Hengge	JF Joanne Fajardo	→

1

OPS 1: Build a Scalable Operating System

›

Contributors

KP

Kunjal Panchal

PA

Pratik Agarwal

DN

Denise Nahmias

ZW

Zeyad Wadi

FS

Fernando Sanchez

PS

Paul Sulyma

SS

Sandrine Stordiau

SI

Sasha Ivanov

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Processes Redesigned (count)	0	—	3	—	2	—	2	—	7	—	→

› 5 Projects

0

Completed

0

In Progress

5

Not Started

0

Late

5

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Select 7 processes and document current state	Q1	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Redesign first 3 processes	Q2	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Redesign next 2 processes and train owners	Q3	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Complete remaining 2 processes and validate cycle-time reduction	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Reduce Cycle Time by 20%	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→

2

OPS 2: Improve Ops Quality

›

Contributors

NP

Nazar Platonov

ZW

Zeyad Wadi

FS

Fernando Sanchez

JF

Joanne Fajardo

EH

Elina Hodz

SI

Sasha Ivanov

AH

Andrew Haynes

TH

Timo Hengge

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
On-Time Fulfillment Rate	98%	94.26%	98%	—	98%	—	98%	—	98%	94.26%	→
Richmond	99%	92.87%	99%	—	99%	—	99%	—	99%	92.87%	→
Blue Ash	99%	94.57%	99%	—	99%	—	99%	—	99%	94.57%	→
Fulfillment Errors	0.50%	0.35%	0.50%	—	0.50%	—	0.50%	—	0.50%	0.35%	→
Receiving Time	72h	48h	72h	—	72h	—	72h	—	72h	48h	→
X-Floor Inventory	3%	3%	3%	—	3%	—	3%	—	3%	3%	→
RMA Processing Time	2d	2.78d	2d	—	2d	—	2d	—	2d	2.78d	→
RMAs to Refund EoM	0	0.00	0	—	0	—	0	—	0	0.00	→

› 4 Projects

0

Completed

0

In Progress

4

Not Started

0

Late

4

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Confirm baseline and data definitions	Q1	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Implement quality checks for receiving, picking, packing, shipping, and putaway	Q2	Not Started	On Track	SI Sasha Ivanov	AH Andrew Haynes	→
Automate/standardize RMA labels and tracking	Q3	Not Started	On Track	SI Sasha Ivanov	TH Timo Hengge	→
Validate OTIF and supporting targets	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→

3

OPS 3: Improve Inventory Planning and Control

›

Contributors

PD

Pablo Diaz Varela

KP

Kunjal Panchal

JF

Joanne Fajardo

EH

Elina Hodz

MP

Marjulie Pita

FG

Florencia Gonzalez

RR

Ryan Rueda Vilchis

MA

Matilda Agustina Braun

BP

Bis Pradhan

NB

Nathan Bong

SI

Sasha Ivanov

CL

Charles Long

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Inventory Accuracy	0.9%	0.9%	0.9%	—	0.9%	—	0.9%	—	0.9%	0.9%	→
Inventory Health %	20%	30.33%	20%	—	20%	—	20%	—	20%	30.33%	→

› 5 Projects

0

Completed

0

In Progress

5

Not Started

0

Late

5

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Define inventory health, dead stock, and baseline variance	Q1	Not Started	On Track	SI Sasha Ivanov	CL Charles Long	→
Configure reporting and AI recommendation workflow	Q2	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Launch dead-stock reduction and vendor critical-component analysis	Q3	Not Started	On Track	SI Sasha Ivanov	CL Charles Long	→
Validate inventory accuracy and reduction targets	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Reduce Dead Stock by 50%	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→

5

HR 1: Warehouse & Ops Capability

›

Contributors

SI

Sasha Ivanov

MT

Management Team

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
SOP Certification Completion %	88%	—	88%	—	100%	—	100%	—	100%	—	→

› 5 Projects

0

Completed

0

In Progress

5

Not Started

0

Late

5

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Finalize SOP certification requirements and baseline	Q1	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Launch training and manager follow-up	Q2	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Reach 100% certification	Q3	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Audit adherence and refresh gaps	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Make WMS decision	Q2	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→

6

HR 2: AI and Systems Adoption

›

Contributors

SI

Sasha Ivanov

TH

Timo Hengge

MT

Management Team

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
AI Tool Active Usage %	50%	—	50%	—	80%	—	80%	—	80%	—	→

› 7 Projects

0

Completed

0

In Progress

7

Not Started

0

Late

7

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Define active-use criteria and baseline	Q1	Not Started	On Track	SI Sasha Ivanov	TH Timo Hengge	→
Deliver structured training and team-specific use cases	Q2	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Reach ≥ 80% active usage	Q3	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Evaluate workflow impact and reinforce adoption	Q4	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Confirm FY26 cost baseline and manual-work pain points	Q1	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Implement prioritized AI/system workflows	Q3	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Validate cost improvement and adoption impact	Q4	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→

7

HR 3: HR Infrastructure for Scale

›

Contributors

SI

Sasha Ivanov

MT

Management Team

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
KPI-Linked Performance Reviews %	80%	—	100%	—	100%	—	100%	—	100%	—	→

› 4 Projects

0

Completed

0

In Progress

4

Not Started

0

Late

4

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Define role KPIs and review schedule	Q1	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Configure Rippling review workflow	Q2	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Manager calibration and mid-cycle check	Q3	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Complete 100% of KPI-linked reviews on schedule	Q4	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→

8

HR 4: Talent and Leadership

›

Contributors

SI

Sasha Ivanov

MT

Management Team

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Managers with Completed IDP %	0%	—	0%	—	100%	—	100%	—	100%	—	→

› 4 Projects

0

Completed

0

In Progress

4

Not Started

0

Late

4

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Define manager capability framework and IDP template	Q1	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Managers draft IDPs with leadership review	Q2	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Complete 100% IDPs	Q3	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Review progress and identify FY28 bench-strength priorities	Q4	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→

9

HR/OPS 5: Workforce Productivity

›

Contributors

SI

Sasha Ivanov

MT

Management Team

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Ops & Support Labour Cost % of Revenue	16%	10.26%	16%	—	16%	—	16%	—	16%	10.26%	→

› 4 Projects

0

Completed

0

In Progress

4

Not Started

0

Late

4

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Confirm baseline and metric definition	Q1	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Identify role clarity and productivity gaps	Q2	Not Started	On Track	SI Sasha Ivanov	MT Management Team	→
Implement workforce-design and output-expectation changes	Q3	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→
Validate labour cost and productivity outcomes	Q4	Not Started	On Track	SI Sasha Ivanov	SI Sasha Ivanov	→

15

Accounting

›

16

Admin

›

17

Ohio Warehouse

›

18

Purchasing

›

19

Richmond Warehouse

›

1

R&D 1: Product / Retrofit Kit Systems

›

Contributors

KP

Kunjal Panchal

PA

Pratik Agarwal

DN

Denise Nahmias

ZW

Zeyad Wadi

FS

Fernando Sanchez

PS

Paul Sulyma

SS

Sandrine Stordiau

ZG

Zuriel Gonzalez

GM

Guninder Malhi

NP

Nolan Pomeroy

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Dump Bed Models Available for Sale	3	—	3	—	4	—	5	—	5	—	→
New Systems — Development Complete & Ordered	—	—	—	—	2	—	4	—	4	—	→
Snow Plow	—	—	—	—	1	—	2	—	2	—	→
Hoist	—	—	—	—	1	—	2	—	2	—	→
New Product Revenue	—	—	—	—	—	—	—	—	$250K+	—	→

› 10 Projects

0

Completed

0

In Progress

10

Not Started

0

Late

10

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Dump Bed — Models 2 & 3 to Market	Q1	Not Started	On Track	ZG Zuriel Gonzalez	GM Guninder Malhi	→
Dump Bed — Models 4 & 5 Development	Q4	Not Started	On Track	ZG Zuriel Gonzalez	GM Guninder Malhi	→
Snow Plow — Development Complete & Order Placed	Q4	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Snow Plow — Model 1	Q3	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Snow Plow — Model 2	Q4	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Hoist — Development Complete & Order Placed	Q4	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Hoist — Model 1	Q3	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Hoist — Model 2	Q4	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Guided Selection Builder — R&D Input	Q2	Not Started	On Track	ZG Zuriel Gonzalez		→
Compatibility & Fitment Validation Programme	Q2	Not Started	On Track	ZG Zuriel Gonzalez		→

2

R&D 2: Market-Led Product Development

›

Contributors

NP

Nazar Platonov

ZW

Zeyad Wadi

FS

Fernando Sanchez

JF

Joanne Fajardo

EH

Elina Hodz

ZG

Zuriel Gonzalez

NP

Nolan Pomeroy

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Project Categories Completed	0	—	4	—	7	—	11	—	11	—	→
Resale Categories	0	—	2	—	4	—	6	—	6	—	→
In-House Development Projects	0	—	2	—	3	—	5	—	5	—	→

› 17 Projects

0

Completed

0

In Progress

17

Not Started

0

Late

17

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
In-House — PA-MC2 Potentiometer	Q2	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House — PA-MC4 Standard	Q2	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House — FLTCON Programmer Upgrades	Q3	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House — Smart Single Channel Control Box	—	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House — CANBUS PA-HD3	—	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House — RJ45 Smart Plug Accessories	—	Not Started	On Track	ZG Zuriel Gonzalez		→
Resale — New Linear Actuator Models	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — Linear Actuator Popular Custom Options	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — Bracket & Wiring Accessories	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — PA/PD Industrial Desk Legs & Frame	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — Lifting Column Models	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — Lifting Column Frames, Feet & Wheels	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — Super Heavy Duty Linear Actuators (5000lbs+)	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
Resale — PA-09 Metal Gear Model	—	Not Started	On Track	ZG Zuriel Gonzalez	NP Nolan Pomeroy	→
In-House (Higher Risk) — Stabilus Partner Products	—	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House (Higher Risk) — Software Feature Additions	—	Not Started	On Track	ZG Zuriel Gonzalez		→
In-House (Higher Risk) — Linear Actuator Additions	—	Not Started	On Track	ZG Zuriel Gonzalez		→

1

Sales Goal 1: Grow Existing Customer Revenue

›

Contributors

KP

Kunjal Panchal

PA

Pratik Agarwal

DN

Denise Nahmias

ZW

Zeyad Wadi

FS

Fernando Sanchez

PS

Paul Sulyma

SS

Sandrine Stordiau

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Existing Customer Revenue	US$ 1,385,003	US$ 1,809,563	US$ 1,849,114	—	US$ 1,571,810	—	US$ 1,806,037	—	US$ 6,611,964	US$ 1,809,563	→

2

Sales Goal 2: Generate New Customer Revenue

›

Contributors

NP

Nazar Platonov

ZW

Zeyad Wadi

FS

Fernando Sanchez

JF

Joanne Fajardo

EH

Elina Hodz

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
New Customer Revenue	US$ 377,045	US$ 309,238	US$ 503,391	—	US$ 427,900	—	US$ 491,664	—	US$ 1,800,000	US$ 309,238	→

3

Sales Goal 3: Build & Convert Lead Pipeline

›

Contributors

PD

Pablo Diaz Varela

KP

Kunjal Panchal

JF

Joanne Fajardo

EH

Elina Hodz

MP

Marjulie Pita

FG

Florencia Gonzalez

RR

Ryan Rueda Vilchis

MA

Matilda Agustina Braun

BP

Bis Pradhan

NB

Nathan Bong

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
Qualified Leads	36	25	36	—	36	—	36	—	144	25	→
Inbound	24	18	24	—	24	—	24	—	96	18	→
Outbound	12	7	12	—	12	—	12	—	48	7	→
Inbound Lead Qualification Rate	50%	41.86%	50%	—	50%	—	50%	—	50%	41.86%	→

4

Sales Goal 4: Expand Global Sales

›

Contributors

DN

Denise Nahmias

KPI Tracking

Metric	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Plan	Actual	Src
	Q1		Q2		Q3		Q4		FY27
B2B Global Sales	US$ 80,253	US$ 77,824	US$ 108,658	—	US$ 91,686	—	US$ 106,022	—	US$ 386,619	US$ 77,824	→

5

Marketing Goal 5: Ops & AI

›

Contributors

JF

Joanne Fajardo

NP

Nazar Platonov

TH

Timo Hengge

DN

Denise Nahmias

Project Delivery Tracking

0

Completed

0

In Progress

8

Not Started

0

Late

8

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Simplify Launch Process	—	Not Started	On Track	JF Joanne Fajardo	JF Joanne Fajardo	→
Jasper Workflow Integration	—	Not Started	On Track	JF Joanne Fajardo	NP Nazar Platonov	→
Launch Analytics Project	—	Not Started	On Track	TH Timo Hengge	TH Timo Hengge	→
Company-Wide AI Training	—	Not Started	On Track	TH Timo Hengge	DN Denise Nahmias	→
Prompt Library Creation	—	Not Started	On Track	DN Denise Nahmias	JF Joanne Fajardo	→
AI Courses — Marketing Team	—	Not Started	On Track	DN Denise Nahmias	DN Denise Nahmias	→
AI Tool Stack Standardization	—	Not Started	On Track	DN Denise Nahmias	JF Joanne Fajardo	→
New Product Launch Playbook	—	Not Started	On Track	JF Joanne Fajardo	JF Joanne Fajardo	→

3

R&D 3: Strategic R&D Direction

›

Contributors

PD

Pablo Diaz Varela

KP

Kunjal Panchal

JF

Joanne Fajardo

EH

Elina Hodz

MP

Marjulie Pita

FG

Florencia Gonzalez

RR

Ryan Rueda Vilchis

MA

Matilda Agustina Braun

BP

Bis Pradhan

NB

Nathan Bong

ZG

Zuriel Gonzalez

Project Delivery Tracking

0

Completed

0

In Progress

6

Not Started

0

Late

6

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Decide Long-Term Strategic R&D Direction	Q1	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→
Define Focus Areas & Capability Roadmap	Q1	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→
Engineer Hiring — 4 Roles	Q3	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→
Partnership Evaluation — Hongba / POE / Outsourced Assembly	Q2	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→
Stabilus Partnership Decision	Q2	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→
IRAP & SRED Funding Applications	Q2	Not Started	On Track	ZG Zuriel Gonzalez	ZG Zuriel Gonzalez	→

3

Support Goal 3: Automating Low Value Tasks

›

Contributors

PD

Pablo Diaz Varela

KP

Kunjal Panchal

JF

Joanne Fajardo

EH

Elina Hodz

MP

Marjulie Pita

FG

Florencia Gonzalez

RR

Ryan Rueda Vilchis

MA

Matilda Agustina Braun

BP

Bis Pradhan

NB

Nathan Bong

TH

Timo Hengge

AG

Alex Gilevich

Project Delivery Tracking

0

Completed

0

In Progress

4

Not Started

0

Late

4

Total

Project	Due	Status	Schedule	Accountable	Responsible	Asana Link
Quoting in NetSuite	—	Not Started	On Track	TH Timo Hengge	AG Alex Gilevich	→
Order, Invoice & Tracking Info	—	Not Started	On Track	TH Timo Hengge	AG Alex Gilevich	→
Item ETAs, Stock Levels	—	Not Started	On Track	TH Timo Hengge	AG Alex Gilevich	→
Asana Carrier Claim Tasks	—	Not Started	On Track	TH Timo Hengge	AG Alex Gilevich	→

FY27 Department — Goals & OKR Map