Executive Overview
Target date: Week of April 6, 2026 (April 6, 7, or 8)
Previous target: Week of March 30 — shifted due to Kindo team attending RSAC
Format: ~3-hour virtual pilot session, 7:00–10:00 AM PT
Scope: Train 75 India-based engineers. Pilot group: 10–15 super users first.
Dashboard operational with executive overview, workstream tracking, project views, risks, and delivery cadence. Continuously updated from Linear + call transcripts.
Canvas is the #1 request from Deloitte. Current architecture has a hard ceiling. Strategic path under discussion — tactical fixes vs. Kindo API vs. generative UI.
Marcos and Brandon are designing an Efficient SMK install process based on Deloitte learnings. New Linear project created. Moving from reactive triage to a structured install workflow.
Led by: Arun (CTO)
10 issues in backlog, 4 high-priority. Automated QA testing platform for Meta via Deloitte. Awaiting resource allocation and kickoff.
| Question | Status | Explanation |
|---|---|---|
| Is the team behind schedule? | ⚠️ Possible | Agent reliability at 15%. Cyber workstream at 33% — most complex track. |
| Problems preventing cycle goal? | 🟢 Mitigated | Jira DC auth and ThreatConnect validation issues are now resolved and operational. |
| Tasks added or deleted this cycle? | ⚠️ Yes | 4 new issues from Mar 17 Cyber Weekly. Jira DC and ThreatConnect escalations now resolved. Pareto analysis: AI-PMO reassessing all new and prior tasks against changing requirements — identifying which remain critical to sprint/release goals and which can be deprioritized or deleted without impact. |
| Foresee issues for next period? | ⚠️ Possible | RSA Conference (next week) will reduce engineering bandwidth. In-person review session Monday. |
| Unscheduled tasks this cycle? | ⚠️ Some | SMK 1.0.3.1 release prep unplanned. Jira DC + ThreatConnect debugging (now resolved) consumed cycles. |
| Have any estimates changed? | ⚠️ Yes | T&C baseline estimates produced for surviving Promise + Stretch items: 160h Promise (4 sprints), 59h Stretch. Assumes autonomous pipeline execution (Warren + Joana). |
| Technical problems encountered? | 🟢 Resolved | Jira DC auth flow and ThreatConnect MCP parameter validation — both fixed and deployed. |
| Resource problems? | ⚠️ Possible | Meta Global Ops fully unresourced (10 backlog items, 0 assigned). RSA week reduces available engineering. |
| Accomplishment | Owner | Status |
|---|---|---|
| SMK system upgrade to v1.0.3.0 — deployed to Deloitte hosted + self-managed instances | Engineering | ✅ Complete |
| Dashboard/Canvas agent cleanup — auto-created agents now hidden from main list, new "Dashboard Agents" filter tab live | Aashman | ✅ Complete |
| DLP data scrubbing fix — customer PII was being incorrectly scrubbed; resolved | Engineering | ✅ Complete |
| Feature flag management decoupled — SMK feature flags separated from deployment-specific configuration | Engineering | ✅ Complete |
| Command Center now live — visible in hosted instance and v1.0.3.0 SMK | Engineering | ✅ Complete |
| Jira Data Center auth fix — basic auth vs API token mismatch resolved for self-hosted Jira DC | Engineering | ✅ Complete |
| ThreatConnect MCP parameter fix — validation errors causing retry loops now resolved | Engineering | ✅ Complete |
| ID | Impact | Trend | Description | Mitigation |
|---|---|---|---|---|
| R1 | Low | 📉 | RSA readiness — Jira DC resolved. Jira DC integration is now operational. ThreatConnect also fixed. RSA in-person review Monday. | Jira DC and ThreatConnect fixes deployed. SMK v1.0.3.1 release in progress for pre-RSA. |
| R3 | Med | 📈 | Agent reliability below Deloitte expectations. Agents quit during long tasks. Timeout Band-Aids applied; root cause fix at 15%. | Phase 1 drops end of March. Context compaction + retries + better error reporting. |
| R4 | Med | ➡️ | Meta Global Ops fully unresourced. 10 backlog items, 4 high-priority, zero squad allocated. | Defer until post-RSA. Allocate squad in next Program Planning cycle. |
| ID | Description | Status | Owner | Due Date |
|---|---|---|---|---|
| I1 | ✅ RESOLVED | Engineering | Mar 20 | |
| I2 | ✅ RESOLVED | Engineering | Mar 20 | |
| I3 | ✅ RESOLVED | Agency | Mar 22 | |
| I4 | ServiceNow OAuth2 (ENG-8794) — OAuth2 connection fails while REST API works. | 🔴 OPEN | Unassigned | TBD |
| I5 | ✅ RESOLVED | Brandon | Mar 22 |
| Plan | Owner | Target |
|---|---|---|
| RSA in-person review session — Mo, Bryan/Nick, Kindo team meet Monday afternoon to walk through full update list | Tony / Mo Nezarati | Mon Mar 24 |
| Agent long-running reliability (Phase 1) — context compaction, automatic retries, better error messages. Currently 15% through. | Engineering | End of March |
| SMK v1.0.3.1 release package — includes dashboard agent cleanup, Jira DC fix, ThreatConnect fix + additional improvements | Brandon | Pre-RSA |
| Webhook retry context preservation — ensure workflow restarts retain original webhook trigger context (feedback from Deloitte) | Engineering | Apr |
| Streamlined one-click SMK installation — environment validation tooling + simplified deployment process | Engineering | In progress |
| Milestone | Target Date | Status |
|---|---|---|
| Jira DC + ThreatConnect integration fixes deployed | Mar 20 (Fri) | ✅ Done |
| RSA Conference — in-person review session with Deloitte | Mar 24 (Mon PM) | ⚠️ Scheduled |
| Agent reliability Phase 1 — first capability drops | End of March | ⚠️ 15% |
| SMK v1.0.3.1 release to Deloitte | Pre-RSA | ✅ Done |
| Program dashboard ready for Deloitte leadership | Pre-RSA | ⚠️ In Progress |
| Agent reliability Phase 2 — compaction + full retry | Mid-April | Planned |
| Meta Global Ops — squad allocation & kickoff | TBD | Not Started |
| ID | Decision | Decision Maker | Date |
|---|---|---|---|
| D2 | RSA in-person review scheduled Monday afternoon — full update walkthrough with Mo, Bryan/Nick | Tony / Mo | Mar 19 |
| D4 | Webhook retry must preserve original trigger context (Deloitte feedback → accepted as enhancement) | Tony / Bryan | Mar 19 |
| D5 | Agent reliability Phase 1 target: end of March; iterative drops after that | Engineering | Mar 19 |
| Issue | Title | Type | Source |
|---|---|---|---|
| ENG-8920 | Task worker loses Hatchet heartbeat and silently stops processing | 🚨 Urgent | Mar 23 Office Hours |
| ENG-8921 | SMK white-label logo not rendering from S3 bucket (suspected CORS) | 🟡 Bug | Mar 23 Office Hours |
| ENG-8922 | Document configurable disclaimer message below chat input | 🟢 Feature | Mar 23 Office Hours |
| ENG-8923 | Share Grafana dashboard JSON + document OTEL metrics for SMK | 🟡 Feature | Mar 23 Office Hours |
| ENG-8924 | Document container log forwarding to CloudWatch for non-turnkey SMK | 🟡 Feature | Mar 23 Office Hours |
| ENG-8925 | Support multi-organization creation and resource isolation in SMK | 🟢 Feature | Mar 23 Office Hours |
- ▸ Discussion focused on internal Deloitte infra friction — K8s environment differences not fully understood internally
- ▸ NGINX ingress deprecation referenced by Deloitte, but Kindo ships AWS ALB (not the same thing, per Marcos)
- ▸ Amazon Bedrock model catalog — some models require preliminary customer steps to enable access
Workstreams
Strategic Project View
Projects group related work across workstreams. This view helps stakeholders understand scope, strategic impact, and cross-cutting dependencies — not just individual tickets.
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8509 | Interactive web page UI functionality for canvases | 🔴 High | Backlog |
| ENG-8860 | URL parameters for drill-down navigation | 🔴 High | Backlog |
| ENG-8598 | Canvas editor: filters + multi-page navigation without JSON editing | 🟡 Med | Backlog |
| ENG-8057 | Implement observability for canvas | 🟡 Med | Backlog |
| ENG-8563 | Dashboard sharing for authorized recipients | — | Backlog |
| ENG-8514 | Mermaid graph/diagram support in canvas markdown | — | Backlog |
| ENG-7580 | Audit log everything in dashboards | — | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8859 | Workflow restart doesn't preserve webhook trigger context | — | Triage |
| ENG-8511 | Selective data flow between model context windows ("Plan Mode") | — | Todo |
| ENG-8502 | Conversation compaction (continuous conversation) | — | Todo |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8794 | ServiceNow OAuth2 connection fails | 🔴 High | Backlog |
| ENG-8863 | ThreatConnect MCP parameter validation errors | — | Triage |
| ENG-8463 | BYO Embeddings (Pinecone) | — | Backlog |
| ENG-8233 | Delete deprecated CrowdStrike standalone MCP | 🟢 Low | Backlog |
| ENG-7911 | Structured JSON Output (JSON Schema Enforcement) | — | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8596 | Configurable privacy notice flow for whitelabelled deployments | 🔴 High | Todo |
| ENG-7913 | Import Agents between Kindo installations | 🔴 High | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-7910 | "Agent Trigger" Type & Inter-Agent Orchestration Lifecycle | — | Backlog |
| ENG-6801 | Hatchet flow control & multi-agent tool research | — | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8861 | Agents API: streaming support for real-time results | — | Triage |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8512 | GitOps for agents and canvases — version control & collaboration | — | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-6440 | 48-hour session timeout | — | Backlog |
| Issue | Title | Priority | State |
|---|---|---|---|
| ENG-8472 | RACI & Phased Engagement Plan with Deloitte | 🔴 High | Backlog |
| ENG-8469 | 2FA & Identity Flow Workarounds | 🔴 High | Backlog |
| ENG-8466 | Screenshot / Visual Comparison Engine | 🔴 High | Backlog |
| ENG-8465 | Web Flow Hardening & Demo Polish | 🔴 High | Backlog |
| ENG-8471 | Performance, Scale, and Reliability at Meta Scale | 🟡 Med | Backlog |
| ENG-8467 | Mobile Browser Emulation | 🟡 Med | Backlog |
| ENG-8470 | Messaging & Ticketing Integrations (Google Chat, Salesforce) | 🟡 Med | Backlog |
| ENG-8468 | Full Mobile App Testing via Device Farm Partner | 🟢 Low | Backlog |
| ENG-8317 | Browser output visibility in product — live sidebar viewport | — | Backlog |
| ENG-8056 | Implement Chromium for Browser Use in Sandbox Pod | — | Backlog |
All Open Issues
| Issue | Title | State | Priority | Assignee |
|---|---|---|---|---|
| ENG-8920 | 🚨 Task worker loses Hatchet heartbeat and silently stops processing | Triage | 🚨 Urgent | — |
| ENG-8597 | Collaborative alert triage workflow | Backlog | 🟡 Med | — |
| ENG-8792 | API action step: Dynamic input fails to resolve variables | Todo | 🔴 High | Hannah Bernstein |
| TEK-58 | Expand SailPoint ISC tool coverage (moved to Teka team) | Todo | 🔴 High | Damien S. |
| ENG-8596 | Add configurable privacy notice flow for whitelabelled deployments | Todo | 🔴 High | — |
| ENG-8721 | ✅ Done | 🔴 High | Brandon C | |
| ENG-8425 | Get ServiceNow and SAP connectivity working with test systems | Todo | 🔴 High | — |
| ENG-8744 | Docs site gaps: workflow tutorial, cyber walkthroughs, memory patterns | Confirming | 🔴 High | Doink |
| ENG-8509 | Interactive web page UI functionality for canvases | Backlog | 🔴 High | — |
| ENG-7913 | Import Agents between Kindo installations | Backlog | 🔴 High | — |
| ENG-8732 | ✅ Done | 🔴 High | — | |
| ENG-8730 | Model management: delete/modify models without direct DB access | Backlog | 🔴 High | — |
| ENG-8729 | SMK system status verification endpoint | Backlog | 🔴 High | — |
| ENG-8921 | SMK white-label logo not rendering from S3 (CORS) | Triage | 🟡 Med | — |
| ENG-8923 | Share Grafana dashboard JSON + OTEL metrics docs for SMK | Triage | 🟡 Med | — |
| ENG-8924 | Document container log forwarding to CloudWatch for non-turnkey SMK | Triage | 🟡 Med | — |
| ENG-8793 | Workflow list: Add ability to filter workflows by creator | Backlog | 🟡 Med | — |
| ENG-8598 | Canvas editor: filters and multi-page navigation without JSON editing | Backlog | 🟡 Med | — |
| ENG-8423 | Canvas: Production-ready primary end-user UI mode with hierarchical nav | Backlog | 🟡 Med | — |
| ENG-8057 | Implement observability for canvas | Backlog | 🟡 Med | — |
| ENG-8563 | Add dashboard sharing for authorized recipients | Backlog | 🟡 Med | — |
| ENG-8922 | Document configurable disclaimer message below chat input | Triage | 🟢 Low | — |
| ENG-8925 | Support multi-organization creation and resource isolation in SMK | Triage | 🟢 Low | — |
| ENG-8424 | Native prompt saving and management | Backlog | 🟢 Low | — |
| ENG-8233 | Delete deprecated standalone CrowdStrike Falcon MCP server | Backlog | 🟢 Low | — |
| ENG-8463 | BYO Embeddings: Allow custom OpenAI-compatible embeddings endpoint | Triage | 🟢 Low | — |
| ENG-8511 | Selective data flow control between model context windows | Todo | — | — |
| ENG-8514 | Mermaid graph/diagram support in canvas markdown | Backlog | — | — |
| ENG-8513 | Canceled | — | — | |
| ENG-8512 | GitOps approach for agents & canvases — version control & collab | Backlog | — | — |
| ENG-8319 | Sub-agent execution support — first-class agent-triggers-agent | Backlog | — | — |
| ENG-7911 | Structured JSON Output (JSON Schema Enforcement) | Backlog | 🔴 High | — |
| ENG-7910 | "Agent Trigger" Type & Inter-Agent Orchestration Lifecycle | Backlog | — | — |
| Issue | Title | State | Priority | Assignee |
|---|---|---|---|---|
| ENG-7580 | Audit Log Everything in Dashboards | Backlog | — | — |
| ENG-6801 | Hatchet flow control & multi-agent tool research | Backlog | — | — |
| Issue | Title | State | Priority | Assignee |
|---|---|---|---|---|
| ENG-8794 | ServiceNow integration: OAuth2 connection fails while REST API works | Backlog | 🔴 High | Yash Kothari |
| Issue | Title | State | Priority | Assignee |
|---|---|---|---|---|
| ENG-8472 | RACI & Phased Engagement Plan with Deloitte | Backlog | 🔴 High | — |
| ENG-8469 | 2FA & Identity Flow Workarounds | Backlog | 🔴 High | — |
| ENG-8466 | Screenshot / Visual Comparison Engine | Backlog | 🔴 High | — |
| ENG-8465 | Web Flow Hardening & Demo Polish | Backlog | 🔴 High | — |
| ENG-8471 | Performance, Scale, and Reliability at Meta Scale | Backlog | 🟡 Med | — |
| ENG-8467 | Mobile Browser Emulation | Backlog | 🟡 Med | — |
| ENG-8470 | Messaging & Ticketing Integrations (Google Chat, Salesforce) | Backlog | 🟡 Med | — |
| ENG-8468 | Full Mobile App Testing via Device Farm Partner | Backlog | 🟢 Low | — |
| ENG-8317 | Browser output visibility in product — live sidebar viewport | Backlog | — | — |
| ENG-8056 | Implement Chromium for Browser Use in Sandbox Pod | Backlog | — | — |
Delivery Cadence — Two-Week Team Cycle
9:45 AM — Cyber (90 min)
11:30 AM — J&J (90 min)
1:30 PM — Meta (90 min)
Each: Deliver → Gather → Deep Dive → Scope Triage → Commit
12 sprints per release in ~6.5 hours
60-min sprint cycles: Req → Arch → Build → Test → Ship
Monthly Program Management Overlay
Scope Governance
Bug / Defect
Software doesn't function per docs.kindo.ai
Sev1: 4hr · Sev2: 1 business day
In-Scope Feature
Functionality documented or implied by docs.kindo.ai
→ Deliver next Tuesday
Out-of-Scope / Bespoke
Functionality NOT in docs.kindo.ai or product roadmap
→ Additional Services amendment
The reference contract defines the product by its Documentation. For the Deloitte engagement, docs.kindo.ai serves as the canonical baseline.
Every requirement is triaged against this baseline:
| Gate | Who Decides | When | Scope |
|---|---|---|---|
| 🧑 Scope Commitment | Deloitte team | Tuesday requirements session | Approves what they want built |
| 🧑 Sprint Approval | Kindo (Tony/Charlie) | Tuesday PM (internal) | Reviews sprint plan before agents execute |
| 🧑 Evidence Review | Kindo (Tony/Charlie) | Thursday–Friday | Verifies delivered work before staging |
| 🧑 Scope Triage | Tony | Gray zone requests | Build vs. flag for SOW |
| 🧑 Monthly Re-prioritization | Kindo leadership | Week 4 Thursday | Unified backlog adjustment |
Team & Stakeholders
⏱️ Time Commitments
Deloitte Teams (per team)
Deloitte Leadership
Tony's Time
Risks & Blockers
URGENT — Task Worker Heartbeat Loss (ENG-8920)
Task worker loses Hatchet heartbeat and silently stops processing. Second occurrence. Known bug, patch in progress. No application logs available to diagnose. Kindo acknowledged as highest priority. Critical for RSA demo and production readiness.
Urgent BlockerNo Application Logging in SMK (ENG-8924)
Audit logs ≠ application logs. Container logs have no permanent storage in Deloitte's deployment. When task worker dies, nothing to diagnose. CloudWatch Logs setup needed.
Operational GapSMK White-Label Logo Not Rendering (ENG-8921)
S3-hosted logo not displaying. Suspected CORS issue. Separate fix call scheduled for 1:30 PM PST with Marcos + Nate.
Bug — Fix ScheduledServiceNow OAuth2 Bug (ENG-8794)
OAuth2 connection fails while REST API works. Now assigned to Yash Kothari.
BlockerOkta Integration Bug (TEK-60) — RESOLVED
Partial/no data, disconnected state. Fixed — status Done in Linear. Okta write tools (ENG-8795) moved to Agency team as AGE-354.
ResolvedJira Data Center Auth Broken — RESOLVED
Fixed and deployed. Integration operational.
Resolved Mar 20ThreatConnect MCP Tool Call Failures — RESOLVED
Fixed. ENG-8721 marked Done in Linear.
ResolvedMeta Global Ops — Fully Unresourced
10 issues, all in backlog, zero assigned. 4 high-priority items. No squad allocated.
Capacity Risk~25 Unassigned Open Issues
Significant portion of open portfolio has no squad allocation. Particularly acute for Cyber and cross-workstream items.
Capacity Risk| Dependency | Blocks | Status |
|---|---|---|
| Okta connection bug fix (ENG-8639) | ENG-8795 (Okta write tools) | In Triage |
| SMK release package (ENG-8732) | 7 SMK deployments | In Progress |
| SailPoint write ops (email from Deloitte) | ENG-8640 (SailPoint expansion) | Waiting |
| Deloitte Bedrock access setup | Model catalog availability | TBD |
| Docs site gaps (ENG-8744) | Scope baseline (docs.kindo.ai as Exhibit D) | Confirming |
| Integration | Issue | Status | Notes |
|---|---|---|---|
| Workday | AGE-149 | Requested | Reconfirmed as requested capability |
| Oracle | ENG-6612 | Requested | Reconfirmed — on-prem + cloud support required |
Program Structure — The Two-Pod Engine
Pod 1: Kingdom Portfolio & Program Management
Fulfills the Deloitte contract
- 4 Deloitte teams (Adelina, Cyber, J&J, Meta)
- 7 SMK deployments
- Requirement triage & client delivery
- Scope governance against docs.kindo.ai
- 3 parallel squads, 60-min sprint cycles
- 12 sprints/release in ~6.5 hours
Pod 2: Akira Autonomous Product Development
Builds Akira into the Kindo product
- Build Akira into Kindo platform
- New product surfaces
- Platform capabilities
- The engine IS the product
- Continuous delivery
- Contract learnings feed into product
🚀 Implementation Phases
Phase 0: Pre-RSA (Now → RSA)
☑ Matthew warm-intro email · ☐ Prepare program dashboard · ☐ Lock docs.kindo.ai as scope baseline · ☐ Prepare RSA walkthrough materials
Phase 1: First Cycle (Post-RSA, ~1 week after)
First Tuesday requirements intake with all 4 teams · Run delivery manually — Burke builds, Tony reviews · Generate first Friday status reports · Validate cadence with real requirements
Phase 2: Cadence Established (Cycles 2-3)
Semi-automated Reality Check and status reports · Scope triage process validated · Monthly Program Review produces first Cycle Results · Pod 2 feeds contract learnings into product
Phase 3: Full Engine (Cycle 4+)
Fully automated status, tracking, sprint execution · Humans attend only decision gates · Portfolio governance on live data · The engine that delivers Deloitte becomes the product demo for 100 more
🎭 What Deloitte Sees vs. What Actually Happens
| What Deloitte Sees | What Actually Happens |
|---|---|
| "We have a structured delivery team" | 2 Mini-CEO Pods, 3 parallel squads, AI program management |
| "Requirements captured Tuesday, delivered next Tuesday" | 12 agentic sprints in 6.5 hours, held for human review |
| "Weekly status with staging links" | Auto-generated from pipeline state, not manually compiled |
| "Monthly portfolio view across all teams" | Akira synthesizes cross-team status in real-time |
| "Requests triaged against documented capabilities" | Automated diff against docs.kindo.ai, contract-aware scope governance |
| "Startup speed with enterprise rigor" | 70-80% lower operational burn, dual-pod engine |