How a company goes live on the 8 Edges operating system in one month. Five data sources, in a fixed order, with exactly what to send for each one. Whatever you send comes to life within 24 hours.
Mapping your data into 8 Edges is our job, and we have done it enough times to know how long it takes. The part that decides whether a launch takes one month or four is simpler: how quickly the right files reach us.
So this plan removes every decision from your side. For each source you will find exactly what we need, how to get it to us, who on your team usually has it, when it is due, and what you get back for it. Nobody has to design anything. You tick boxes.
The order is not arbitrary. Each source only means something once the one before it is loaded: deals need customers, approvals need managers, and a scorecard needs the numbers underneath it.
| Source | Usually lives in | What it brings to life | Due |
|---|---|---|---|
| People | HR system, payroll, a spreadsheet | Logins, team directory, org chart, time off | Day 1 |
| Priorities | EOS tools (Ninety, EOS One), Bloom Growth, an OKR sheet, a strategy deck | Company goals page, scorecard, the weekly meeting view | Day 1 |
| Customers | HubSpot, Pipedrive, Salesforce, a spreadsheet | Companies, contacts, pipeline board, revenue dashboard | Day 5 |
| Money | Xero, QuickBooks | Invoiced and overdue by customer, matched to your CRM | Day 5 |
| Work delivered | Shopify or an order system; or Jira, Asana, timesheets | Orders or a workboard, and scorecard numbers that update themselves | Day 10 |
Calendars, meetings, email and chat are left out of the first month on purpose. They take the most effort and return the least in the first thirty days. They come later.
One card per source. Tick the boxes as you go; print the page if that is easier to hand around. The due dates are the latest each source can arrive and still keep the month on track. Send anything earlier and it goes live earlier.
A CSV or Excel export from payroll or HR. A shared sheet is fine. Do not send salary data; we do not need it.
HR or the office manager. About one hour.
What you get: within 24 hours of sending it, every employee can log in, see the directory and org chart, and request time off, with their manager approving it.
An export from Ninety, Bloom Growth or EOS One, or a link to the sheet or deck. If it lives in someone's head, book 45 minutes with us and we will write it down.
The CEO, integrator or COO. About 30 minutes.
What you get: within 24 hours, a company goals page with every priority, owner and status, and a scorecard your leadership team can open instead of the old tool.
A read-only CRM login is best, because then we pull it ourselves. Otherwise the three standard exports: companies, contacts, deals.
The head of sales or the CRM admin. About 30 minutes.
What you get: within 24 hours, a pipeline board and a revenue dashboard running on your real deals.
A user invite from inside the accounting system. It takes two minutes.
The finance lead or bookkeeper. About 10 minutes.
What you get: within 24 hours, invoiced and overdue by customer, matched to your CRM, plus a list of the mismatches between the two: deals won with no invoice, invoices with no deal.
Pick the one that matches how you make money.
A read-only login to the order or project system, or CSV exports.
The operations lead. About one hour.
What you get: within 24 hours, an operations view of orders or a workboard. Over the following week, two or three of your scorecard numbers calculating themselves from live data instead of being typed in.
| When | We do | You see |
|---|---|---|
| Before day 1 | Kickoff call. This data request goes to your source owners. Your own instance of 8 Edges is stood up. | The plan, the owners, the dates |
| Week 1 | People, departments and positions imported. Logins issued. Leave policy and balances loaded. Priorities and scorecard loaded. | Directory, org chart, time off, the company goals page |
| Week 2 | Companies, contacts, deals and pipeline stages imported. Accounting connected. CRM reconciled against invoices. | Pipeline board, revenue dashboard, the mismatch list |
| Week 3 | Orders or projects imported. Scorecard numbers wired to live data. A weekly digest starts going to the leadership team. Tables extended wherever your data does not fit the standard model. | Operations view, a self-updating scorecard, the first digest |
| Week 4 | Fixes from the Friday reviews. Administrator training. A decision on which sources get a live sync. Handover. | Your leadership meeting, run from the system |
The finish line: imagine knowing everything about your company. Every person, every priority, every customer, every invoice and every piece of work, connected in one place, from strategy down to execution. At day 30 you are well on your way. The proof is small and concrete: in week 4 your leadership team runs its weekly meeting from 8 Edges, on your own live data, instead of from the old tool. Read Imagine Knowing Everything About Your Company for where this leads.
All in, that is about four hours of gathering data spread across five people, plus two hours of Friday reviews.
We track every launch on the same grid, and you see it every Friday. The first version of each source is live within 24 hours of arriving; the rest of the month is spent making it right. A source is not finished when it is imported. It is finished when it powers something your team uses.
| Source | Data received | Owner named | Mapped | Imported | Counts confirmed | Powers a screen or an action |
|---|---|---|---|---|---|---|
| People | ||||||
| Priorities | ||||||
| Customers | ||||||
| Money | ||||||
| Work delivered |
The first month gets your company onto one spine: people, priorities, customers, money and work, all in one place and all connected, so a goal set in the boardroom can be traced to the deal, the invoice and the task that deliver it. That is the start of knowing everything about your company. From there the work changes from launching to improving.
Some teams take it from there on their own, since 8 Edges is open source. Others have us staff a dedicated person to keep building with them. Either way, the hard part is behind you. Read the operating manual for the full model.