Summary

Small pilot proposal for compliance workflow in one business unit. Lost to internal prioritization — the compliance team decided to defer automation until after their Q1 audit cycle. Not a competitive loss; timing issue.

Current State

• Deal closed-lost on February 5. Elena Vasquez confirmed the team decided to defer, not reject.
• The larger platform evaluation (deal-atlas-platform-evaluation) remains active and is the real opportunity.
• Pilot loss was a timing issue, not a product or competitive problem.

Next Steps

• No further action on this deal. Lessons applied to the larger platform evaluation.

Activities

• 2026-02-05: Elena confirmed deferral decision. "We need to get through Q1 audit first."
• 2026-01-28: Pilot proposal submitted for single business unit compliance workflow.
• 2026-01-15: Pilot scoping call with Elena and compliance team lead.

Risks / Blockers

• None — deal is closed-lost. Context captured for the active platform evaluation.