Growth needs capacity. FY26 growth review · Q4 board decision Strategy team · September 2026 ILLUSTRATIVE EXAMPLE
Three questions for the Q4 decision 01 Growth What drove the $5M ARR increase? 02 Adoption Where does rollout need more support? 03 Capacity What must we fund before we scale? Illustrative data — sample deck outline. 2
SECTION 01 Growth, then capacity. The evidence behind the Q4 decision ILLUSTRATIVE EXAMPLE 01 Growth 02 Adoption 03 Capacity
Build capacity for the next growth phase FY26 operating review · Three signals for the board ILLUSTRATIVE EXAMPLE +50% ARR growth $10M to $15M. New enterprise customers contributed $3M. Protect the enterprise growth engine. 6 / 6 Segments growing Adoption rose across all six segments. Healthcare reached 28%. Investigate the rollout gap. 60% Capacity coverage Onboarding capacity covers 60% of signed commitments. Close the delivery gap before scaling. Source: illustrative operating data; not a real company. 4
Enterprise growth lifts ARR from $10M to $15M FY26 ARR bridge · $ millions 0 $10M Q1 ARRQ1 ARR +$3M New enterpriseNew enterprise +$2.5M ExpansionExpansion −$0.5M ChurnChurn $15M Q4 ARRQ4 ARR +$5M net ARR growth · New enterprise accounts contribute 60% of the net gain.+$5M net ARR growth · New enterprise accounts contribute 60% of the net gain. Source: illustrative ARR data; not a real company. 5
Adoption grows across every segment Workflow adoption · Q1–Q4 · % of accounts, shared scale Financial servicesFinancial services 68% 22% TechnologyTechnology 71% 30% ManufacturingManufacturing 55% 15% RetailRetail 57% 18% HealthcareHealthcare 28% 8% Public sectorPublic sector 44% 10% Healthcare reaches 28%; investigate the adoption gap before expanding rollout.Healthcare reaches 28%; investigate the adoption gap before expanding rollout. Source: illustrative segment data; not a real company. 6
Prioritize SSO and bulk export for enterprise Illustrative feature assessment · Relative effort and customer impact Prioritize Plan selectively Defer Reconsider Implementation effort Customer impact Low High High Low Options 01 01 SSO integration 02 02 Bulk export 03 03 Mobile app 04 04 Custom dashboards 05 05 Dark mode 06 06 Legacy migration Validate delivery estimates before allocating engineering capacity.Validate delivery estimates before allocating engineering capacity. Source: illustrative prioritization scores; not measured results. 7
Close the capacity gap before raising growth targets KEY TAKEAWAYS 1 ARR grew 50%, led by enterprise acquisition 2 Adoption increased in all six segments 3 Capacity covers 60% of signed commitments NEXT STEPS Cost the capacity gap Operations · Within 2 weeks Prioritize SSO and bulk export Product · Q4 planning Review funding and delivery milestones Board · Next meeting Decision today: commission a costed capacity plan for Q4.Decision today: commission a costed capacity plan for Q4. Source: illustrative board decision; funding amount not yet specified. 8
Make room for growth. Discussion · Capacity, priorities, next steps Strategy team · September 2026 ILLUSTRATIVE EXAMPLE