isA AEP

Solara Commerce

Canonical acquisition-to-support map

7 governed stages · 0 production-authoritative · 7 require connection, freshness, or approval work.

Human-approved actions Organization portfolio

SOR boundary

CRM, finance, helpdesk, and ad systems stay authoritative

AEP records development context, approvals, evidence, and requests. It does not mutate global Admin, agent definitions, or customer source records directly.

Organizationorg-solara-demo

Generated2026-07-13T08:30:00+08:00

Canonical stages7Acquisition through support

Authoritative production facts0Non-fixture, connected, valid sources

Sources needing attention1Stale, missing, degraded, or unauthorized

GTM initiatives1Project-bound development work

Canonical GTM taxonomy

Funnel, revenue, and customer-success stages

Each stage shows whether facts are production-authoritative, sample-only, stale, or not connected.

marketingnot connected

Acquisition

demo sample only, not production success

Canonical facts: channel attribution, campaign spend, CAC, ROI/ROAS
Provenance: commerce:fixture://solara/commerce-facts @ simulated; dataphin:fixture://solara/data-products @ never
Production fact: no

Open governed action

salesnot connected

Qualification

demo sample only, not production success

Canonical facts: lead source, qualified opportunity, account fit
Provenance: dataphin:fixture://solara/data-products @ never
Production fact: no

Open governed action

salesnot connected

Pipeline

not connected to an authoritative system of record

Canonical facts: pipeline stage, forecast, booking probability
Provenance: not connected
Production fact: no

Open governed action

financenot connected

Bookings

not connected to an authoritative system of record

Canonical facts: booking, contract state, procurement state, margin
Provenance: not connected
Production fact: no

Open governed action

customer successnot connected

Renewals

not connected to an authoritative system of record

Canonical facts: renewal date, contract health, expansion risk
Provenance: not connected
Production fact: no

Open governed action

customer successnot connected

Expansion

not connected to an authoritative system of record

Canonical facts: expansion motion, account whitespace, commercial owner
Provenance: not connected
Production fact: no

Open governed action

supportnot connected

Support

not connected to an authoritative system of record

Canonical facts: priority/SLA, sentiment, customer impact, incident linkage
Provenance: not connected
Production fact: no

Open governed action

Development initiatives

Governed changes to GTM systems

Recommended work must enter request, policy, approval, provisioning, and evidence paths before execution.

InitiativeDomainStateEvidenceNext

Promotion exception operating deskMerchandising Opsgrowthat riskblockedevb-promo-workbench-001Route missing data access through a governed AEP request.

Recommended changes

AEP lifecycle entry points

Links stay inside governed AEP routes and never jump to Admin, chat, or agent-definition surfaces.

medium confidencepolicy required

Request demand-forecast access before using lift claims

The demo has no live Dataphin source, so the recommendation must enter policy and approval instead of mutating provider state.

Evidence: evt-policy-review · freshness simulated

Enter lifecycle

Boundaries

Source records and product ownership

GTM stages use the canonical acquisition-to-support taxonomy and stay scoped to the signed-in organization.

Marketing, sales, finance, and support facts are production facts only when an authoritative non-fixture source is connected and fresh.

AEP stores governed development context, requests, approvals, and evidence; CRM, finance, helpdesk, and advertising systems remain systems of record.

Admin mutations, agent-definition edits, and chat/runtime use are excluded from this workspace.