J2R Solutions

Internal Briefing

Training & Compliance Dashboard

Project Brief · Apr 28, 2026

A single home base for training and partner compliance.

Three phased mockups + a project brief. Click into each to see what the team gets at every stage — from "what's overdue this week" to "which partner will fall out of CMMC compliance in 60 days."

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📋 Project Brief

The full plan — TL;DR, current state, three phases with org changes and build items, decisions needed, risks, and a 6-week timeline. Print-friendly.

Read time

~5 min

Phase mockups

Click into each for the full screen

Phase 1 3–5 days

Day-One View

Overdue items, expiring certs, training throughput, framework completion — using current data plus 2 new fields.

4 KPIs 2 charts Trend 2 tables
Phase 2 1–2 weeks

Training Catalog

New Training_Program__c object collapses 234 free-text variants to 47 unique programs.

Schema diagram Catalog Cleanup queue
Phase 3 2–3 weeks

Compliance & Risk

Per-partner compliance %, tier-aware rules (Palo Alto Premier needs 4+2), 90-day forecast of who'll drop out.

Red list Drilldown Forecast

How to use this when briefing the team

  1. Open the brief first — gives the room the why, the scope, and the 6-week shape.
  2. Click into Phase 1 to anchor on what's tangible this week. Easy approval.
  3. Click into Phase 3 to show the destination. The wow moment is the per-partner drilldown.
  4. Click into Phase 2 to explain why we can't skip from 1 to 3 — the catalog is the bridge.
  5. Land on "Decisions Needed" in the brief and pick an owner for partner compliance rules.