How the Windfield Intelligence Workflow Works
Four stages, eight year-folders, eight tools, ten validation checks. The end-to-end process that turns scattered transaction records into a single relationship-intelligence report.
Why this workflow exists
Most intelligence lives in fragments — a CRM here, a spreadsheet there, eight years of folders nobody reconciles. This workflow enumerates every source first, reconciles conflicts by documented rule, synthesizes the result into a relationship graph, and produces the report as a durable artifact. The discipline is in the order: enumerate, then reconcile — never the reverse.
Four stages
Enumerate
Gather every source — eight year-folders, eight tools — into one working set before any analysis begins.
Reconcile
When three sources disagree, a documented precedence rule decides which wins. No silent overwrites.
Synthesize
From transactions to relationships: the reconciled set becomes a connected intelligence graph.
Report
Three formats from one synthesis — the report as the durable artifact, with ten validation checks before it ships.
Eight year-folders, eight tools
Ten checks before it ships
The report passes ten validation checks before release — completeness, reconciliation integrity, source attribution, and freshness among them. Who owns each check is documented, so the report that ships is the report that was verified.