Skip to content

Start here / 10 minute reference

Sample businesses and projects

Explore the Northstar sample dataset, find projects across 25 fictional businesses, and try delivery, onboarding, and budget questions.

Last verified 2026-10-20

Meet Northstar Technology Consulting

The supplied sample dataset represents Northstar Technology Consulting, a fictional consulting firm delivering projects for clients across manufacturing, health services, logistics, retail, and other industries. It gives you related business records to explore in Beta Testing, with the database connection already configured.

Across these industries, the available data describes consulting projects, delivery work, documents, approvals, people, and communications. Shape your questions around those records: what is delayed, what is missing, who needs to act, and what the evidence supports.

Use the sample assessment date

The baseline is designed around October 14, 2026 at 12:00 UTC. Include 2026-10-14T12:00:00Z in time-sensitive requests so overdue work and budget risks are assessed consistently. The onboarding exercise also compares an earlier date.

The directory and expected findings below describe the supplied baseline. Your tenant can differ after data changes. Ask Elyxis for the current records when checking your own results.

Try four detailed scenarios

Start with Willowbrook. Its Onboarding Readiness Review App is prepared in Beta Testing, with the sample data and connections already configured. Sandbox starts empty.

Other questions may require Elyxis to discover or compose a capability. Review any proposed creation or configuration before approving it.

These requests ask for reads, analysis, and drafts. They do not ask Elyxis to change records, perform delivery tasks, approve changes, or send messages.

Willowbrook: what prevents kickoff?

Try the prepared Onboarding Readiness Review App first. Separate missing client documents from the team’s internal approval work.

Review Willowbrook Service Desk Onboarding (PRJ-002)
as of 2026-10-14T12:00:00Z.
Identify missing client items and internal actions separately.
Use the latest inbound client communication and cite the evidence.
Draft a concise client follow-up without sending it.
What to look for in the answer
  • Request the missing signed statement of work (DOC-005) and service desk access authorization (DOC-007).
  • Recognize that the requirements pack (DOC-006) arrived on October 12 and still needs internal approval. Do not ask the client to send it again.
  • Do not request the acceptance plan (DOC-008) again: it is already approved.
  • Keep the client’s next actions separate from internal approval work, and leave the follow-up as a draft for review.

The beta testing guide walks through this scenario in more detail.

Cedarbridge: what is holding up delivery?

Find the missing client input that is holding up approval and integration work, and identify who needs to act next.

Review Cedarbridge ERP Integration (PRJ-001)
as of 2026-10-14T12:00:00Z.
Explain what is holding up delivery, identify overdue work and missing
documents, and name the responsible people with supporting record IDs.
Draft a client follow-up asking for the next decision or delivery date.
Do not send it or change any records.
What to look for in the answer

Check that the answer identifies the missing data mapping workbook (DOC-002) and the affected approval and integration work. The next actions should distinguish obtaining the workbook from resuming the internal work after receipt. A proposed follow-up should ask for a delivery date without inventing a client commitment.

Harborlight: trace the dependency chain

Follow the dependency chain from a missing firewall approval to the delivery work that depends on it.

Investigate Harborlight Warehouse Integration (PRJ-003)
as of 2026-10-14T12:00:00Z.
Trace the dependency chain behind the delay and identify the first
actionable blocker, its owner, and the supporting record IDs.
Propose a recovery sequence and explain what is still needed before
confirming a revised target date.
Do not change records or send messages.
What to look for in the answer

Look for the missing firewall change approval (DOC-011) as the root document blocker. The recovery sequence should follow the dependencies from approval through connection setup, testing, sign-off, and handover. The answer should explain what information is needed to revise the forecast; estimated effort alone does not establish a new calendar date.

Summitfield: distinguish forecast risk from spending

Understand whether a forecast overrun means the project has already overspent, and which scope decision is still needed.

Review the budget position of Summitfield Analytics Rollout (PRJ-004)
as of 2026-10-14T12:00:00Z.
Compare approved budget, actual cost, and forecast cost in CAD.
Explain the exposure and the scope decision needed, citing evidence.
Do not assume a budget increase has been approved or change any records.
What to look for in the answer

The baseline has an approved budget of CAD 100,000, actual cost of CAD 76,000, and forecast cost of CAD 125,000. The forecast exposure is CAD 25,000 (25%). A useful answer explains the forecast risk while keeping actual spending and approved changes distinct.

Find a business or project

Start with a read-only inventory request:

List the clients and their projects in the sample business data.
Include each client's industry and each project's ID, name, and status.
Include the full portfolio, and group the projects by client.

Use a project ID when two projects have the same or a similar name. For example, Maplehaven has two identity-modernization projects, PRJ-005 and PRJ-030.

Compare businesses and try your own questions

For a portfolio view, try:

Assess all Northstar projects as of 2026-10-14T12:00:00Z.
Identify delivery, document, and forecast-budget risks.
Cover the full portfolio, cite the supporting records, and name
the responsible people and next action for each risk project.
Keep the assessment read-only.

The baseline’s four deliberate risk cases are PRJ-001 through PRJ-004. The other 36 projects provide comparison cases, including five completed projects. Check that the answer does not invent a problem simply because a project exists or a completed milestone’s date is in the past.

Choose any other project from the directory and adapt a question. For example:

Show the current status, project manager, next milestone, and unfinished
tasks for Silvermeadow Utilities — Cloud migration (PRJ-011).
Assess the records as of 2026-10-14T12:00:00Z and cite their IDs.
If there is no documented blocker, say so.
Do not modify anything.

For a completed project, try:

Summarize the completion of Silvermeadow Utilities — Cloud migration
(PRJ-036), including its milestones and remaining work, if any.
Compare it with the ongoing Silvermeadow project PRJ-011.
Use the supplied records as of 2026-10-14T12:00:00Z and cite the evidence.
Do not modify anything.

You can also ask for a shorter summary, request the evidence behind a finding, focus on one owner, or compare two clients’ projects. Include exact project IDs, the assessment date, and the outcome you want. The selected Environment supplies the working scope.

An answer is useful when it is backed by retrieved records. Matching the expected wording alone does not establish that a capability read the right data. Share missing evidence, incorrect links between businesses, omitted projects, and unexpected setup requirements using the feedback checklist.

Choose a business from the directory

Use this reference when you want to explore beyond the guided exercises. It lists all 25 clients and 40 projects in the baseline, with each project’s verified status. The four detailed projects link to their exercises. Completed projects provide comparisons with ongoing work.

Cedarbridge Manufacturing

Manufacturing

Willowbrook Health Services

Health services

Harborlight Logistics

Logistics

Summitfield Retail Group

Retail

Maplehaven Foods

Food distribution

  • PRJ-005 — Maplehaven Foods — Identity modernizationStatus: Active
  • PRJ-030 — Maplehaven Foods — Identity modernizationStatus: Active

Stonepath Engineering

Engineering

  • PRJ-006 — Stonepath Engineering — Cloud migrationStatus: Active
  • PRJ-031 — Stonepath Engineering — Cloud migrationStatus: Active

Clearwater Learning

Education

  • PRJ-007 — Clearwater Learning — ERP integrationStatus: Active
  • PRJ-032 — Clearwater Learning — ERP integrationStatus: Active

Birchwell Property Services

Property services

  • PRJ-008 — Birchwell Property Services — Analytics rolloutStatus: Active
  • PRJ-033 — Birchwell Property Services — Analytics rolloutStatus: Active

Juniper Bay Hospitality

Hospitality

  • PRJ-009 — Juniper Bay Hospitality — Service desk implementationStatus: Active
  • PRJ-034 — Juniper Bay Hospitality — Service desk implementationStatus: Active

Oakridge Fabrication

Manufacturing

  • PRJ-010 — Oakridge Fabrication — Identity modernizationStatus: Active
  • PRJ-035 — Oakridge Fabrication — Identity modernizationStatus: Active

Silvermeadow Utilities

Utilities

  • PRJ-011 — Silvermeadow Utilities — Cloud migrationStatus: Active
  • PRJ-036 — Silvermeadow Utilities — Cloud migrationStatus: Completed

Pinecrest Wholesale

Wholesale

  • PRJ-012 — Pinecrest Wholesale — ERP integrationStatus: Active
  • PRJ-037 — Pinecrest Wholesale — ERP integrationStatus: Completed

Brookstone Media

Media

  • PRJ-013 — Brookstone Media — Analytics rolloutStatus: Active
  • PRJ-038 — Brookstone Media — Analytics rolloutStatus: Completed

Elmshore Nonprofit Network

Nonprofit

  • PRJ-014 — Elmshore Nonprofit Network — Service desk implementationStatus: Active
  • PRJ-039 — Elmshore Nonprofit Network — Service desk implementationStatus: Completed

Meadowgate Construction

Construction

  • PRJ-015 — Meadowgate Construction — Identity modernizationStatus: Active
  • PRJ-040 — Meadowgate Construction — Identity modernizationStatus: Completed

Foxglove Research

Research

  • PRJ-016 — Foxglove Research — Cloud migrationStatus: Active

Copperleaf Packaging

Packaging

  • PRJ-017 — Copperleaf Packaging — ERP integrationStatus: Active

Riverbend Fitness

Fitness

  • PRJ-018 — Riverbend Fitness — Analytics rolloutStatus: Active

Ashwood Mobility

Transportation

  • PRJ-019 — Ashwood Mobility — Service desk implementationStatus: Active

Sprucehill Apparel

Apparel

  • PRJ-020 — Sprucehill Apparel — Identity modernizationStatus: Active

Bluefern Equipment

Equipment

  • PRJ-021 — Bluefern Equipment — Cloud migrationStatus: Active

Redwood Arts Collective

Arts

  • PRJ-022 — Redwood Arts Collective — ERP integrationStatus: Active

Lakeview Agriculture

Agriculture

  • PRJ-023 — Lakeview Agriculture — Analytics rolloutStatus: Active

Windmere Advisory

Advisory

  • PRJ-024 — Windmere Advisory — Service desk implementationStatus: Active

Brambleton Supply

Supply chain

  • PRJ-025 — Brambleton Supply — Identity modernizationStatus: Active
  • PRJ-027 — Brambleton Supply — ERP integrationStatus: Active

How the sample data fits together

The baseline contains 695 records across seven collections:

RecordsCountWhat you can explore
Clients25Business names, industries, account managers, and primary contacts.
Projects40Project status, budgets, forecasts, managers, teams, and target dates.
Milestones150Delivery checkpoints, due dates, and completion.
Tasks200Owners, status, blockers, dependencies, and next actions.
Documents150Required documents, requests, receipt, approval, and responsible people.
Communications100Client and team messages, dates, related records, and follow-ups.
Consultants30The people involved in managing and delivering the work.

The records form a connected dataset: a client has projects; projects have milestones, tasks, and documents; communications refer to that work; people own the next actions. Ask Elyxis to cite record IDs so you can see which facts support an answer.

Prepare Sandbox and create your first capability