# Northstar — Episode B evidence

Fictional learning edition v1.2. This is the single evidence file to attach alongside SCALE-AGENT-INSTRUCTIONS.md. It includes the earlier context needed for this episode, in chronological order. Prior sources remain dated; later material does not rewrite what was knowable earlier. No instructor answers or future-episode evidence are included.

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# Northstar: evidence available before the investment decision

**Learning edition:** 1.2 · **Decision date:** 2026-01-09 · **Classification:** public, entirely fictional.
**Boundary:** E-001–E-007 only. This packet contains no subsequent decision or result.

These are newly authored fictional source extracts for a teaching exercise. They extend Northstar v1.1 with additional uncertainty, alternatives, and financial assumptions; they are not recovered underlying records from v1.1 or observations from a real company. Quoted speakers and reviewers are fictional. Source authority establishes who supplied a claim, not that the claim is correct.

## The request

Northstar Equipment Services has $780 million in annual revenue, 48 branches in twelve states, and 3,200 employees. It maintains and rents commercial equipment. Customers need equipment available when their own work requires it.

Priya Shah, EVP Service Operations (ORG-09), asks:

> Build us a capability map and tell the Council whether the proposed scheduling platform fixes our service-promise problem.

Jordan Reed chairs the Investment Council (ORG-13), which controls funding. Avery Chen is the business architect (ORG-14); Avery can frame, analyze, recommend, and record, but cannot approve investment. Morgan Ellis, CFO (ORG-12), governs financial definitions.

Strategy records identify O-01: improve reliable service promises with appropriate branch discretion; O-02: protect margin; O-03: reduce customer disruption and repeat work. The executive target is 95% promise adherence by 2027. A possible first release would test feasibility, not establish the strategic target or enterprise repeatability.

## Existing architecture fragments

The following identifiers are established; their relevance and relationships still need review. Do not invent a complete enterprise map.

| ID | Accepted name and boundary |
|---|---|
| VS-01 | Restore Equipment Availability; value belongs to the customer whose equipment becomes usable |
| ST-02 | Define service promise; move from accepted need to a understood, feasible commitment |
| C-110 | Service Promise Management; govern the commitment, using resource signals without reserving parts or scheduling technicians itself |
| C-130 | Resource Scheduling; match authorized work to qualified people, time, geography, and capacity |
| C-140 | Parts Availability Management; determine, reserve, position, consume, release, and expire part availability |
| C-170 | Service Performance Management; define and explain measures and guardrails, without acquiring Finance's authority |
| C-180 | Business Information Governance; govern business meaning, ownership, quality, and semantic change |
| BO-02 | Customer Promise; a commitment, not every ETA estimate; preserve original and revised versions |
| BO-05 | Part Reservation; proposed owner ORG-08 VP Supply Operations; inventory record is a candidate source, not confirmed authority |
| BO-06 | Technician Assignment; skill qualification and assignment acceptance are separate checks |
| I-01 | Connected Service Promise; proposed change boundary, not an approved solution |

ORG-02 branch managers control local capacity and authorized exceptions; ORG-05 Regional Operations resolves cross-branch constraints; ORG-07 Field Service owns field performance; ORG-08 Supply Operations owns parts performance; ORG-10 Information Governance confirms information authority. Architecture stewardship does not transfer operating accountability.

## E-001

**Source:** Operations dashboard extract and definition notes, 2026-01-05; owner ORG-09; twelve-month reporting across all 48 branches. Directionally useful, not a reconciled pilot baseline.

| Source fragment | Recorded observation |
|---|---|
| E-001.1 enterprise dashboard | Reported M-01 promise adherence: approximately 82%. Local denominators were combined without a common cancellation rule. |
| E-001.2 metropolitan definition | Count completed work against the latest accepted appointment; remove customer cancellations. |
| E-001.3 rural definition | Count work against the original promised window unless an operational manager approves a revision; cancellations remain until reviewed. |
| E-001.4 customer desk note | Missed or changed promises generate complaints, but service-recovery cases are not consistently linked to the original commitment. |

Analyst warning: these definitions may produce different rates for identical service. Reconcile original versus latest promise, eligible population, revisions, cancellations, and reporting period before treating 82% as comparable to a pilot result. No customer-restoration-time baseline has been approved.

## E-002

**Source:** Regional quality sample, 2026-01-06; owner ORG-07; repeat-visit review.

E-002.1: The sample reports approximately 14% avoidable repeat visits (M-02), against an 8% strategic aspiration.
E-002.2: Two regions dispute whether customer-requested additional work, diagnostic return visits, and unavailable parts count as preventable.
E-002.3: The sampling frame and event-level coding require validation. The apparent gap cannot yet support an attributable savings calculation.

## E-003

**Source:** Five branch workshops and dispatcher observation notes, 2026-01-07; collected by Avery Chen; convergent observations, not a controlled causal study.

| Locator | Fictional source extract |
|---|---|
| E-003.1 dispatcher, metro | “I promise a date while the customer is on the line. The part screen says allocated; I call later to find out whether it is physically held.” |
| E-003.2 supply supervisor | “An allocation is a planning quantity. A reservation can expire. A screen refresh is not a guarantee that the part is still there.” |
| E-003.3 rural manager | “The dates are difficult because the qualified technician may be three hours away. Approval for an exception sometimes takes longer than making another plan.” |
| E-003.4 commercial manager | “If we wait for every confirmation before quoting a date, some customers will leave. Later promises may improve the dashboard while making our service worse.” |
| E-003.5 technology lead | “The existing system exposes a timestamp and reservation identifier. I have not established whether all branches update them consistently.” |

Competing explanations include premature commitment, unreliable reservation meaning, constrained travel/skills, unusable exception authority, and measurement artifacts. Neither these accounts nor a capability diagram establishes their relative causal contribution.

## E-004

**Source:** Vendor demonstration and internal integration note, 2026-01-08; technology owner ORG-11.

E-004.1: In a controlled demonstration the proposed scheduling product blocked commitments when required part and skill fields were absent.
E-004.2: No live Northstar reservation feed, representative rural work, adoption test, or service-value experiment was used.
E-004.3: The vendor proposes $4–7 million over 18–24 months, subject to scope and commercial agreement. This is not an accepted quote.
E-004.4: An internal team proposes a narrower reservation/skill-status feed and dispatcher exception queue using existing systems. Its $60–120k and one-to-two temporary FTE planning range assumes usable reservation identifiers and source-state semantics. It would not solve technician scarcity, travel, or disputed promise policy.

The narrow option is credible enough to assess. It is not proven feasible by the availability of an API.

## E-005

**Source:** Finance planning memorandum, 2026-01-08; Morgan Ellis, ORG-12.

E-005.1: Governed enterprise gross service margin (M-03) is 31%; branch and work-mix variation are material. A proposed guardrail is at least 31% cumulative at investment reviews.
E-005.2: The case has no approved causal estimate of avoidable loss. For planning only, Finance brackets recoverable service credits/overtime associated with the candidate problem at $9–18k per month across the intended test boundary. The assumption is unvalidated, gross, and excludes lost demand; do not count it as an achieved benefit or an ROI.
E-005.3: A 90-day delay therefore exposes a scenario of $27–54k in those costs if nothing else changes. Some delay may be necessary to prevent a larger wrong investment; the range does not settle the decision.
E-005.4: The $150–300k broad operating-test range must include internal labor, external work, training, branch participation, reconciliation, and measurement. Report recurring manual burden separately from one-time change cost. Peak FTE is a capacity constraint, not total labor effort.
E-005.5: Before material commitment, identify which uncertain fact would change the next decision, what cheaper work can resolve first, and the maximum amount worth spending to learn it. No $300k authorization should be treated as an instruction to spend $300k.

## E-006

**Source:** Two-week commitment review, 2026-01-08; provisional M-04 sample.

E-006.1: 68 of 180 reviewed commitments had recorded part and skill confirmation before commitment: 37.8%, conventionally reported as 38%.
E-006.2: The sample spans six candidate branches and broad work types. It is not the later three-branch eligible cohort and cannot be annualized into pilot volume.
E-006.3: This checks part and skill signals, not every policy obligation. A commitment can pass those checks and still lack required customer communication, geography validation, or a proper approval.
E-006.4: The review does not establish whether missing evidence means a missing action, a recording failure, or a genuinely infeasible commitment.

## E-007

**Source:** Branch capacity and options worksheet, 2026-01-09; Regional Operations with Finance and Delivery; planning evidence.

Candidate test conditions: one metropolitan branch, one mixed-fleet branch with part constraints, and one rural branch with long travel and scarce skill substitution. Select deliberately for variation, not statistical representation. Verify leadership stability, safe participation capacity, auditable records, and competing change before activation.

| Option | Scope | Planning cost / capacity | What it might establish | Material weakness |
|---|---|---|---|---|
| A0 | Reconcile measures and improve reporting only | $25–75k; 0.5–1 temporary FTE | Baseline comparability and problem extent | Does not directly change promise practices |
| A1 | Three-branch operating experiment using existing systems | $150–300k; 4–6 temporary FTE including measured branch participation | Policy/exception feasibility, manual burden, differentiated branch constraints | Requires scarce capacity; may not distinguish each cause |
| A2 | Immediate twelve-branch operating expansion | $800k–1.5m; 10–15 temporary FTE | Broader variation sooner | Commits before the core practice and measures are proven |
| A3 | Procure and deploy enterprise platform | $4–7m; 20–30 temporary FTE over 18–24 months | Technology fit and operating results after major commitment | High path dependence; present evidence proves functionality only |
| A4 | Targeted reservation/skill feed plus exception queue | $60–120k; 1–2 temporary FTE | Whether a narrow automation removes a material delay | Depends on unresolved source meaning; limited policy/capacity coverage |

A1 and A4 may be complements or alternatives. There is no requirement to recommend A1.

E-007.1: A five-business-day diagnostic is possible within $15k, charged within any eventual A1 cap: reconcile a sample of reservation events; time actual checking; inspect original/revised/cancelled commitments; test exception authority; verify available branch capacity.
E-007.2: A prospective staged A1 envelope would release up to $15k for that diagnostic, up to $75k cumulative for policy/source/readiness work, and at most $300k cumulative only after an operational-entry decision. These are proposed controls, not recorded approval.
E-007.3: Potential guards include M-06 no more than 3% unexplained productivity deterioration; M-08 at most $300k and six peak temporary FTE; customer-escalation tolerance agreed before release; original-promise fulfillment and time-to-restored-availability monitored alongside M-01.
E-007.4: Operational readiness, customer harm, and unclear source authority can stop a test even after analysis is sufficient for an investment decision.

## Your task

Recommend the smallest defensible next commitment, including a competing interpretation you take seriously. Identify what would make A0, A4, a different experiment, or stopping preferable. State whether your architecture relationships are observed, inferred, proposed, or accepted. Give the Council a usable decision brief and preserve unresolved definitions.

Do not manufacture a probability of success, monetary value of information, or causation. If the proposed learning cannot change a decision, redesign it before requesting the full experiment.


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# Northstar: evidence available before readiness

**Learning edition:** 1.2 · **Decision date:** 2026-01-30 · **Classification:** public, entirely fictional.
**Boundary:** previous Episode A decisions and E-008. No release-performance evidence is available.

These newly authored extracts extend the fictional v1.1 case. They are not actual meeting minutes or recovered enterprise records.

## Prior decisions now available

Jordan Reed (ORG-13), after review with Morgan Ellis and Priya Shah, recorded DEC-001 on January 9: conditionally authorize A1/R1 within a $150–300k planning range, with a $15k diagnostic stage, $75k cumulative preparation limit, and $300k total cap. Activation requires accepted policy, definitions, owners/source statuses, branch selection, and readiness. The cap includes branch participation. No authority to expand to twelve branches follows.

DEC-002 defers enterprise-platform procurement. A4 targeted integration remains a comparator if residual gaps justify it. Procurement needs separate evidence and business-case authorization; neither a successful prototype nor adoption alone selects a vendor.

## E-008

**Source:** signed preparation records and readiness review packet, 2026-01-30.
**Owners:** Priya Shah ORG-09; Morgan Ellis ORG-12; Casey Ortiz ORG-15 readiness chair; Supply and Information Governance for source conditions.
**Authority:** approved only for the stated R1 scope. Measures and source acceptances are versioned; operating performance remains unobserved.

### E-008.1: diagnostic report

Avery Chen and Supply staff inspected 24 reservation-event sequences. Seven had delayed status updates; four uses of “allocated” did not denote a confirmed reservation. This purposive diagnostic establishes a semantic/control defect, not an enterprise failure rate. Timing 18 dispatcher checks found median checking effort of six minutes and a range of two to seventeen minutes; sample selection and observer effects limit extrapolation.

A4's feed is technically plausible, but directly publishing the present status would carry the ambiguity into a faster interface. One branch already uses a reliable confirmation call; rural technician coverage and exception latency remain unresolved. These observations justify investigating an operating practice while preserving targeted integration as a rival. They do not establish that software is unnecessary.

The Council's January 19 stage-release addendum to DEC-001, following review of the diagnostic by Priya Shah and Morgan Ellis, authorized preparation spending up to $75k cumulatively. Neither the initial envelope nor completion of a checklist released those funds automatically.

Stage-0 diagnostic cost: $12k. Preparation expenditure after diagnostic: $58k. Cumulative $70k remains below the $75k preparation limit. The updated forecast is $286k total and no more than six peak temporary FTE. Finance records these as forecasts, not results.

### E-008.2: policy and rights

POL-01 v1.0 requires valid BO-02 promise data and part, skill, geography, and capacity confirmation for the normal path. Where confirmation is unavailable, a complete approved exception identifies reason, approver, expiry, and customer communication.

ORG-02 branch managers approve delegated local exceptions; ORG-05 Regional Operations handles cross-branch cases. Dispatchers apply rules but cannot waive guardrails. A changed promise retains the original and its version links; a broken promise opens customer recovery before closure.

ORG-15 may activate, stagger, adapt, pause, or stop R1 within its delegated scope. For the M-03 margin guardrail only, after CFO validation it may authorize one contained remediation interval to the next formal review. It cannot renew that exception, exceed the investment/capacity cap, activate R2, or reopen procurement.

### E-008.3: object-source decision

ORG-08 is confirmed as the BO-05 business-object owner. The inventory reservation record is accepted as a **provisional R1 status source**, subject to twice-daily reconciliation. It is not authoritative enterprise-wide.

BO-02's existing record is accepted for R1 with versioning, original/revised linkage, and audit rules. Acceptance does not declare the enterprise future-state technology.

OI-02 is closed for its R1 question. OI-06 opens under ORG-08 and ORG-10: determine enterprise/future-state BO-05 authority before R2 activation. The boundary is material; replacing “provisional R1” with “authoritative” changes the decision.

### E-008.4: branch and evidence design

Selected branches: metropolitan, mixed-fleet, and rural. Minimum 90-day volume: 100 eligible promises per branch and 450 overall. This is an operational sufficiency threshold, not a statistical power calculation or guarantee of representativeness.

The January 3–February 1 baseline window is prospective and not yet complete on January 30. Eligibility is fixed to specified test work types; retain cancelled, revised, declined, and removed-scope counts separately. A source may not delete unfavorable observations to meet a gate. Record both original and latest accepted promise performance and hours until equipment is restored. Before activation, Finance and Operations must confirm the finished baseline reconciliation.

M-04 checks recorded part/skill signals. M-07 checks complete compliant workflow, including approved exceptions. Neither is universally a subset of the other. The approved reporting plan uses day-30 and later-period operational snapshots for these measures; labels must identify their periods. Do not compare a current-practice percentage with a cumulative result as if denominators were identical.

### E-008.5: guards and measures

| Measure | R1 interpretation / action |
|---|---|
| M-01 | 92% cumulative latest-promise adherence is an interim feasibility gate; 95% remains the strategic target |
| M-02 | Repeat visits remain provisional; rebaseline cause coding before R2 |
| M-03 | At least 31% cumulative margin at investment review; CFO validates; no expansion on breach |
| M-04 | 90% required part/skill confirmation in the later operational review period |
| M-05 | Day-30 escalation rate at most 0.5 per 100 above the approved baseline; severe harm pauses affected work |
| M-06 | No more than 3% unexplained technician-productivity deterioration; Field Service and Finance validate; no scale while unresolved |
| M-07 | At least 85% compliant use by day 30 and 95% in the later operational period |
| M-08 | At most $300k total and six peak temporary FTE; forecast breach requires scope/funding action before excess occurs |
| POL-01 | At least 90% of exception requests resolved within one operating shift; repair authority/capacity before enforcing or scaling |
| Learning-edition balancing view | Report original-promise fulfillment, revisions, cancellations, declined work, and restoration hours; adverse movement triggers customer-value investigation even if M-01 passes |

### E-008.6: readiness observations

| Area | Evidence currently available | Unresolved condition |
|---|---|---|
| Ownership/policy | Rights signed; tabletop completed | None within R1 scope |
| Information | BO-02 linkage passed; one branch has delayed BO-05 updates | Twice-daily reconciliation with named Supply duty owner |
| Exception capacity | Peak-volume simulation exposes rural approval backlog | Assign and test regional backup approver |
| Training | 91% complete; one shift has not passed scenarios | No activation for an untrained shift |
| Measures | Definitions agreed; parallel-run tests reconcile | Finish the January baseline before activation; preserve unresolved M-02 coding |
| Recovery | Rollback and record-retention procedure tested | Maintain original promises and recovery ownership on rollback |

The forum has not yet made DEC-003. Write a decision with explicit conditions and expiry; do not infer a waiver from the investment authorization.