MRI Engage Market - Social · Social Eazie · Pixel House · Product Governance

Social Eazie 2.0 — Product Governance Framework

A practical operating model for how MRI Software and Pixel House make decisions, deliver change, manage risk and measure product health — with executive summaries first and detailed controls available on demand.

Meta — Facebook & Instagram Vault CRM Box & Dice Eagle CRM PropertyTree (future) Palace (future)
Last updated: 14 Sep 2026, 10:48
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01

Executive Summary — Governance Framework

Social Eazie 2.0 — the next evolution of MRI Software's social media advertising platform.

Product modelPartner-led SaaS / PAYGMoves campaign fulfilment from manual execution to integrated self-service.
MRI ownershipProduct, customer and commercial directionMRI retains accountability for market outcomes and customer experience.
Partner ownershipPlatform and technical deliveryPixel House delivers the advertising platform under joint governance.
Governance outcomeClear decisions, controls and escalationCreates a scalable model across delivery, operations, risk and performance.
OverviewExecutiveOwner: MRI + Pixel House≈ 4 min detail

Social Eazie 2.0 represents the next evolution of MRI Software's social media advertising platform, delivering a scalable, automated, and partner-led solution for real estate agencies to create, manage, and measure property advertising campaigns across Meta (Facebook and Instagram).

The current Social Eazie platform relies on a predominantly manual fulfilment model, requiring dedicated operational resources to configure, launch, monitor, and report on campaigns. While this model has successfully supported our customers to date, it presents limitations in scalability, operational efficiency, and customer experience.

Social Eazie 2.0 has been developed in strategic partnership with Pixel House to transform the platform into a self-service, integrated advertising ecosystem. By embedding campaign creation directly within leading real estate CRMs - including Vault CRM, Eagle CRM, and Box+Dice CRM - users can seamlessly launch professional advertising campaigns without leaving their existing workflow.

The platform enables agents to create campaigns using pre-configured advertising templates such as Just Listed, Just Sold, Upcoming Auction, Open for Inspection, and other promotional campaign types. Users can define campaign budgets, durations, campaign objectives (Traffic, Leads, Awareness), audience targeting, geographic radius, and other campaign settings through a guided workflow. Once submitted, campaigns are automatically provisioned and published to Meta, eliminating manual intervention while ensuring consistency and speed.

In addition to campaign automation, Social Eazie 2.0 introduces automated vendor reporting, providing property owners with transparent insights into campaign performance. Agencies also gain access to a dedicated platform for monitoring campaigns, reviewing analytics, and managing advertising activity across their business.

The transition to Social Eazie 2.0 represents a significant strategic shift - from a service-based fulfilment model to a scalable Software-as-a-Service (SaaS) Pay-as-you-go (PAYG) platform. This governance framework establishes the structure, decision-making processes, roles, responsibilities, and controls required to ensure the successful delivery, operation, and continuous evolution of the product while maintaining high standards of quality, security, compliance, and customer satisfaction.

Purpose

The purpose of this Governance Framework is to establish the operating model for the development, delivery, governance, and ongoing evolution of Social Eazie 2.0. It provides a consistent framework for decision-making, accountability, product ownership, and operational oversight to ensure the platform is delivered securely, efficiently, and in alignment with MRI Software's strategic objectives.

Objectives

This framework is designed to:

ObjectiveDescription
Strategic AlignmentEnsure Social Eazie 2.0 aligns with MRI Software's product strategy, commercial goals, and customer needs.
Clear GovernanceDefine ownership, decision-making authority, and accountability across product, engineering, operations, and commercial teams.
Operational ExcellenceEstablish consistent governance processes that support reliable delivery, ongoing support, and continuous improvement.
Risk ManagementIdentify and manage operational, technical, commercial, and compliance risks throughout the product lifecycle.
Quality & ComplianceEnsure releases meet defined quality standards, security requirements, and regulatory obligations.
Scalable GrowthEnable the platform to grow sustainably while reducing manual effort through automation and standardised processes.
Vision

To become the leading integrated social media advertising platform for the real estate industry by empowering agencies to launch high-performing advertising campaigns effortlessly from within the systems they already use - their CRM. 

Mission

To simplify and automate digital advertising by delivering an intelligent, integrated, and scalable platform that enables agencies to create, publish, manage, and measure Meta advertising campaigns with speed, consistency, and confidence. Through strategic partnerships, seamless CRM integrations, and continuous innovation, Social Eazie 2.0 aims to reduce operational overhead, improve campaign performance, and create exceptional experiences for agents, vendors, and consumers.

Governance Principles

The governance of Social Eazie 2.0 is guided by the following principles.

Principle 01

Customer First

Every product decision should improve the customer experience, reduce complexity, and increase the value delivered to agencies and vendors.

Principle 02

Simplicity Through Automation

Manual processes should be eliminated wherever possible through automation, standardisation, and intelligent workflows.

Principle 03

Integration by Design

The platform should operate seamlessly within the real estate technology ecosystem, prioritising deep integrations with the CRMs and complementary partner solutions.

Principle 04

Security & Compliance

All customer, advertising, and vendor data must be managed in accordance with applicable privacy legislation, Meta advertising policies, and MRI Software security standards.

Principle 05

Accountability

Clear ownership must exist across product management, engineering, operations, customer success, sales, and strategic partners. Decisions should be transparent, documented, and measurable.

Principle 06

Scalability

Product architecture, operational processes, and support models should enable sustainable growth without proportional increases in operational effort.

Principle 07

Data-Driven Decisions

Product enhancements and governance decisions should be informed by customer feedback, platform analytics, campaign performance, adoption metrics, and measurable business outcomes.

Principle 08

Reliability & Quality

The platform should maintain high standards of availability, performance, accuracy, and operational excellence through structured release management, testing, and continuous improvement.

Principle 09

Continuous Innovation

The product roadmap should balance customer needs, strategic priorities, technological advancements, and market opportunities to ensure Social Eazie 2.0 remains the market-leading solution for property advertising.

Executive takeaway

Use this chapter when reviewing executive summary — governance framework and retain detailed operating records outside the executive summary layer.

02

Product Overview

Social Eazie 2.0 is a social media marketing platform purpose-built for real estate. Agencies and individual agents create branded campaigns, publish property ad campaigns straight to Meta (Facebook & Instagram), automate campaign creation from listing data, and generate vendor-ready marketing campaign reports - all from inside the CRM they already use.

OverviewProductOwner: Peter Karanicolas (Product)≈ 1 min detail

What it does

1Branded campaign creation. Agent and agency-branded templates, auto-populated from listing data.
2Meta publishing. Direct publish to Facebook & Instagram ad accounts, no manual Ads Manager work.
3Automated campaign generation. New listing in the CRM → campaign draft ready in seconds.
4Vendor marketing reports. Reach, engagement and spend reporting agents can hand straight to vendors.
5CRM-native. Lives inside Vault, Box & Dice and Eagle CRMs today; PropertyTree and Palace integrations planned.

Target Market, Personas & Outcomes

1Market. Primary Target Market: Residential and commercial real estate agencies across Australia and New Zealand that use an MRI CRM. Secondary Target Market: Real estate agencies that do not use an MRI CRM, as the product can also operate as a standalone solution.
2Personas. The listing agent (speed & simplicity), the principal/office manager (brand consistency & ROI), the marketing coordinator or office administrator (control at scale).
3Business outcomes. More listings marketed per agent, faster time-to-campaign, higher vendor-perceived value, recurring ad-spend revenue.
4Value proposition. Professional-grade social advertising without a marketing team or ad-platform expertise.
5Strategic goals. Grow adoption across MRI CRM customers, strengthen integrations, and increase revenue through higher advertising spend.
Executive takeaway

Use this chapter when reviewing product overview and retain detailed operating records outside the executive summary layer.

03

Governance Model

Social Eazie 2.0's Product Operating & Governance Model — MRI Software owns the product, the commercial direction and the customer; Pixel House owns the platform and much of the technical execution. Decisions flow down as delegated authority; issues, risk and performance data flow up through the same chain, with Joint Governance as the standing partner escalation and alignment layer.

OverviewOperating modelOwner: Joint governance≈ 3 min detail

MRI Strategic Ownership Joint Governance Delivery Outcomes

MRI SoftwareExecutive GovernanceDavid Bowie (Executive Sponsor) • Product Development & Strategy • Finance • Legal - Owns: Vision • Investment • Commercial Direction • Risk • Governance
MRI SoftwareCommercial & Product GovernanceProduct Ownership • Marketing • Sales • Sales Enablement - Owns: Roadmap • Prioritisation • Pricing • GTM • Releases • Standards
MRI + Pixel HouseJoint GovernancePartner Management • Product Planning • Release Planning • SLA Reviews • Incident Reviews • Roadmap Alignment • Quarterly Business Reviews • Monthly Ad Spend Reporting
MRI SoftwareMRI OperationsOperations • Support • Johanna Williams (Customer Success) • Onboarding & Training • Education Services - Owns Customer Experience
Pixel HousePixel House DeliveryProduct Team • Engineering • Platform Operations • Infrastructure • Meta Platform Integration - Owns Platform Delivery
Shared OutcomeCustomer OutcomesProduct Adoption • Campaign Delivery • Customer Satisfaction • Vendor Reporting • Revenue Growth • Product Performance

Governance Layers

Five layers of governance operate together — each with a distinct focus and a defined interface to the layers above and below it.

Layer 01

Strategic

David Bowie (Executive Sponsor) and Steering Committee - investment case, commercial outcomes, escalation authority.

Layer 02

Product

Peter Karanicolas (Product Manager) - roadmap, prioritisation, release sign-off.

Layer 03

Delivery

Engineering and Design - build quality, architecture, UX and accessibility standards.

Layer 04

Operational

Support, Johanna Williams (Customer Success) and Operations - day-to-day running, incidents, service requests.

Layer 05

Partner

Pixel House - build, technology and product ownership delivered under joint governance (see Partner Governance).

Decision Flow & Reporting Lines

1Downward. David Bowie (Executive Sponsor) delegates investment authority to the Steering Committee, which delegates roadmap and delivery authority directly to the Peter Karanicolas (Product Manager).
2Upward. Risks, blockers and escalations raised at any layer travel up the same chain — Peter Karanicolas (Product Manager) → Steering Committee → David Bowie (Executive Sponsor).
3Cross-functional. Engineering, Design, Johanna Williams (Customer Success) and Sales report delivery status and risks directly into the Peter Karanicolas (Product Manager) and the monthly Steering Committee.
4Partner. Pixel House reports build and delivery status through the Peter Karanicolas (Product Manager) (Partner Management activity); joint escalations route to the Steering Committee.

Escalation Paths

1Day-to-day blockers. Resolved within the Peter Karanicolas (Product Manager)'s delivery team; if unresolved within 2 business days, escalate to the Steering Committee.
2Cross-team trade-offs. Escalate to the fortnightly Steering Committee for arbitration.
3Commercial or investment decisions. Escalate to the David Bowie (Executive Sponsor).
4Security / severity P0/P1 incidents. Follow the incident escalation path defined in Operational Governance - for out-of-hours contact mrisupport@pixelhouse.com.au or nick@pixelhouse.com.au.

Governance Forums

The recurring forums that keep this model operating in practice — full detail in Governance Meetings.

ForumCadenceChairPurpose
Development StandupDailyPeter Karanicolas (Product Manager) + Pixel House (Partner Lead)Progress, blockers
Product ReviewWeeklyPeter Karanicolas (Product Manager)Triage feedback & bugs
Product Steering CommitteeMonthlyPeter Karanicolas (Product Manager)Arbitrate priority, risk, trade-offs
Business ReviewMonthlyDavid Bowie (Executive Sponsor)Commercial & KPI review
Partner Governance Forum (MRI ⇄ Pixel House)MonthlyPeter Karanicolas (Product Manager) + Pixel House (Partner Lead)Roadmap alignment, delivery status, risk
Roadmap & Risk ReviewQuarterlyPeter Karanicolas (Product Manager)Re-baseline roadmap, review risk register
Executive takeaway

MRI owns the product and customer outcomes; Pixel House owns platform delivery; joint governance aligns priorities, releases, risks and performance.

04

Roles & Responsibilities

RResponsible   AAccountable   CConsulted   IInformed   Not involved   — click Edit to drag people into R / A / C / I zones per activity

OverviewAccountabilityOwner: Cross-functional≈ 2 min detail

Executive & Product

1David Bowie (Executive Sponsor). Owns the overall business case, budget and expected commercial results. Also provides the final decision when an issue cannot be resolved by the wider team.
2Product Development & Strategy. Sets the direction for the product and decides which opportunities and improvements should be prioritised, working closely with Pixel House.
3Peter Karanicolas — Product Ownership. Manages the day-to-day product priorities, gathers feedback and works with the delivery team to turn agreed ideas into usable features.
4Technology & Engineering. Owns how the platform is designed, built and maintained. Pixel House delivers the technical work, with MRI providing oversight and making sure quality and risk are appropriately managed.
5Partner Management. Manages the day-to-day working relationship with Pixel House, including priorities, delivery, performance and any issues that need to be escalated.

Commercial & Go-to-Market

1Marketing. Owns how Social Eazie 2.0 is positioned in the market, including campaigns, messaging and customer-facing communications.
2Sales. Owns new business opportunities, provides feedback on pricing and works with customers to complete and close deals.
3Sales Enablement. Gives the Sales team the information and materials they need to confidently explain, position and sell the product.
4Johanna Williams (Customer Success). Helps customers get value from the product, encourages ongoing use and manages regular customer reviews and check-ins.
5Legal. Reviews contracts, privacy requirements and compliance obligations to make sure the product and commercial agreements meet the appropriate standards.
6Finance. Manages billing, revenue reporting, sales commissions and overall commercial performance reporting.

Operations & Support

1Operations. Manages the day-to-day running of the platform and coordinates work across Product, Support, Sales, Marketing and Pixel House.
2Support. Handles customer questions and issues, identifies how serious each issue is and ensures it is directed to the right person or team for resolution.
3Onboarding & Training. Guides customers through the setup process, from the sales handover through to launch, and makes sure they understand how to use the product.
4Education Services. Creates and maintains training guides, help content and internal learning materials. This work is shared between Pixel House and the Peter Karanicolas (Product Manager) so that the content remains accurate and useful.

Data & Partner

1Data & Analytics. Manages the information used to understand campaign results, customer adoption and overall platform performance.
2Pixel House. Acts as the product’s development and technology delivery partner. Pixel House is responsible for building and operating the platform, as well as supporting onboarding, training and customer support in line with the agreed responsibilities between MRI and Pixel House.

Executive Sponsor

8 people
R
Peter Karanicolas
A
David Bowie
C
Mark CohenTim PickardSarah BellSteve Grubmier
I
Andy BirchLauren Cameron

Product Development & Strategy

29 people
R
Peter Karanicolas
A
David Bowie
C
Steve GrubmierAndy BirchPixel House
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronRyan ShortShafiq JalaniMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Product Ownership

30 people
R
Peter Karanicolas
A
Peter Karanicolas
C
Steve GrubmierPixel House
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Technology & Engineering

29 people
R
Pixel House
A
Steve Grubmier
C
Peter KaranicolasDarcy TreloarAdam CampbellNick GibbsYash Herbha
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib Mansoorali

Partner Management (Pixel House)

29 people
R
Peter Karanicolas
A
Steve Grubmier
C
Pixel HouseLauren CameronSarah Bell
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Marketing

29 people
R
Ryan ShortShafiq Jalani
A
Andy Birch
C
Peter KaranicolasJames BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsPixel House
I
Alycia WorkmanLauren CameronDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliSteve GrubmierAdam CampbellNick GibbsDarcy TreloarYash Herbha

Sales

29 people
R
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly Jacobs
A
Steve Grubmier
C
Peter KaranicolasPixel House
I
Alycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Sales Enablement

29 people
R
Peter Karanicolas
A
Tim Pickard
C
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly Jacobs
I
Alycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliSteve GrubmierPixel HouseAdam CampbellNick GibbsDarcy TreloarYash Herbha

Customer Success

29 people
R
Pixel House
A
Peter Karanicolas
C
Steve GrubmierJohanna Williams
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Operations

29 people
R
Pixel House
A
Peter Karanicolas
C
Steve Grubmier
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Support

29 people
R
Pixel House
A
Johanna Williams
C
Peter KaranicolasSteve Grubmier
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Onboarding & Training

29 people
R
Pixel House
A
Peter Karanicolas
C
Darcy TreloarAdam CampbellNick GibbsYash HerbhaSteve Grubmier
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib Mansoorali

Education Services

29 people
R
Pixel House
A
Peter Karanicolas
C
Johanna Williams
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliSteve GrubmierAdam CampbellNick GibbsDarcy TreloarYash Herbha

Data & Analytics

29 people
R
Pixel House
A
Peter Karanicolas
C
Steve GrubmierSarah Bell
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardJohanna WilliamsMatt SavkoMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Legal

29 people
R
Lauren Cameron
A
Alycia Workman
C
Peter KaranicolasSteve GrubmierPixel HouseMatt Savko
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardSarah BellJohanna WilliamsMelanie MagriStacy SparksStephen BakhosSylwia NiwczykTalib MansooraliAdam CampbellNick GibbsDarcy TreloarYash Herbha

Finance

29 people
R
Melanie MagriStacy SparksSylwia NiwczykTalib Mansoorali
A
Matt SavkoStephen Bakhos
C
Peter KaranicolasSarah BellSteve Grubmier
I
James BellAlex RileyMike AndersonJordan ReynekeAmeerul ZulfikarAlly JacobsAlycia WorkmanLauren CameronAndy BirchRyan ShortShafiq JalaniDavid BowieMark CohenTim PickardJohanna WilliamsPixel HouseAdam CampbellNick GibbsDarcy TreloarYash Herbha
Executive takeaway

Every governed activity should have one clearly accountable owner, with responsibility shared only where delivery genuinely crosses organisations.

05

Decision Governance

Every recurring decision type has a named proposer, a named approver, a target turnaround, and a defined escalation path - so nothing stalls waiting for 'someone' to decide.

Governance & DeliveryDecision rightsOwner: Peter Karanicolas (Product)≈ 1 min detail
Decision TypeProposed ByApproved BySLAEscalation Path
New FeaturesSales Team / ClientsPeter Karanicolas (Product Manager)5 business daysSteering Committee
Major ReleasesPeter Karanicolas (Product Manager)Peter Karanicolas (Product Manager) and Steering Committee informed2 weeks noticeDavid Bowie (Executive Sponsor)
PricingSales + Steering CommitteeDavid Bowie (Executive Sponsor)10 business daysExecutive team
IntegrationsPeter Karanicolas (Product Manager)Peter Karanicolas (Product Manager) + Pixel House10 business daysSteering Committee
SecurityMRI Technology & EngineeringPeter Karanicolas (Product Manager) and Pixel House (Security Owner)48 hrs (critical), 5 days (standard)David Bowie (Executive Sponsor)
UI/UXPeter Karanicolas (Product Manager)Peter Karanicolas (Product Manager) and Pixel House (UI/UX Owner)3 business daysSteering Committee
InfrastructurePixel HousePeter Karanicolas (Product Manager)5 business daysSteering Committee
API ChangesPixel HousePeter Karanicolas (Product Manager) + Pixel House (Partner Lead)5 business days (breaking: 10)Peter Karanicolas (Product Manager)
Customer RequestsJohanna Williams (MRI Support / Customer Success)Peter Karanicolas (Product Manager) + Pixel House3 business days (triage)Peter Karanicolas (Product Manager)
Technical DebtPixel HousePeter Karanicolas (Product Manager) + Pixel HouseReviewed each sprintSteering Committee
BrandingMRI Design / MarketingPeter Karanicolas (Product Manager) + MRI Marketing5 business daysDavid Bowie (Executive Sponsor)
Partner-impacting change (Pixel House)Partner ManagementPeter Karanicolas (Product Manager) + Pixel House (Partner Lead)5 business daysPartner Governance Forum
Executive takeaway

Use this chapter when reviewing decision governance and retain detailed operating records outside the executive summary layer.

06

Product Lifecycle Governance

Ten stages, each with a defined owner, required outputs, approval gate and exit criteria - the checkpoint that must be cleared before work moves forward.

Governance & DeliveryLifecycleOwner: Peter Karanicolas (Product) + Pixel House≈ 1 min detail
01Discovery

Understand the problem, size the opportunity, talk to customers.

Owner: Peter Karanicolas (Product Manager)Outputs: Problem statement, opportunity briefExit: Problem validated as real
Gate: Peter Karanicolas (Product Manager) sign-off
02Validation

Test the proposed solution - prototypes, customer interviews, data.

Owner: Peter Karanicolas (Product Manager)Outputs: Validated solution concept, evidence packExit: Evidence solution works
Gate: Peter Karanicolas (Product Manager) review
03Business Case

Weigh cost, effort and value against roadmap and strategic priority.

Owner: Peter Karanicolas (Product Manager)Outputs: Business case, roadmap requestExit: Placed on roadmap
Gate: Steering Committee
04Design

UX flows, and UI visual designs

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Approved designs, specExit: Designs approved
Gate: Product  Manager
05Development

Build against approved design and technical spec (Development delivered via Pixel House).

Owner: Peter Karanicolas (Product Manager)Outputs: Feature build, unit testsExit: Feature complete
Gate: Peter Karanicolas (Product Manager)
06Testing

Functional, regression, security and performance testing.

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Test results, sign-off recordExit: Test plan passed
Gate: Pixel House QA and Peter Karanicolas (Product Manager) sign-off
07Release

Ship bugs and incidents, staged feature rollout with comms sent - per release.

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Release notes, rollout planExit: Live in production
Gate: Pixel House and Peter Karanicolas (Product Manager)
08Operate

Run in production - support, monitoring and incident handling per Operational Governance.

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Stable operation, incident log etc. Exit: Stable for 2 weeks
Gate: Pixel House and Peter Karanicolas (Product Manager) 
09Measure

Track adoption and performance against the Performance Framework.

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Performance summary, adoption dataExit: Outcome measured against expectation
Gate: Pixel House and Peter Karanicolas (Product Manager)
10Improve

Iterate based on real usage data and feedback; feeds the next Discovery cycle.

Owner: Peter Karanicolas (Product Manager) + Pixel HouseOutputs: Roadmap and development updatesExit: Phases of Roadmap delivered
Gate:  Pixel House and Peter Karanicolas (Product Manager)
Executive takeaway

Use this chapter when reviewing product lifecycle governance and retain detailed operating records outside the executive summary layer.

07

Release Governance

Predictable cadence, safe defaults, and a clear emergency path when something breaks in production. Covers readiness, testing, Go/No-Go, deployment, communications, monitoring, rollback, hotfixes and post-release review.

Governance & DeliveryReleaseOwner: Joint delivery≈ 1 min detail

Standard Process

1Release schedule. Work is completed in two-week cycles, with planned releases going live each Thursday. Every sixth cycle is set aside to focus on testing, fixing issues and improving overall stability.
2Release readiness. New features remain switched off until they are approved for release. Before anything goes live, the team reviews a checklist to confirm it is ready.
3Testing. Before each planned release, the team checks that existing features still work as expected and that the platform continues to perform well.
4Final approval. The Technology and Engineering Lead and the Peter Karanicolas (Product Manager) must both approve the release before it can go live.
5Deployment/Rollout. Changes are released gradually to selected customer groups rather than to everyone at once. This allows the team to monitor performance and manage any issues early.
6Communications. Support receives release notes at least 24 hours before the release. Customers are also notified when a change will directly affect how they use the product.
7Monitoring. For the first 48 hours after release, the team closely monitors system issues, performance and customer usage.
8Rollback plan. Every release must have a clear and tested plan for reversing the change if something goes wrong.
9Post-release review. The team completes an initial health check after 48 hours and holds a formal review within five business days to discuss what worked and what could be improved.

Hotfix & Emergency Releases

1When it applies. This process is used when there is a serious issue affecting the live product, such as a major system fault or security concern.
2Approval. For the most critical issues, the Technology and Engineering Lead can approve the emergency release immediately. The Peter Karanicolas (Product Manager) must be informed as soon as possible.
3Testing. Testing is focussed on the issue being fixed and the areas most likely to be affected. A full system test is not required before the urgent fix is released.
4Communications. Support and the service status page must be updated within an agreed timeframe after the issue is identified. Propose this be created for MRI to monitor support and visibility task/bug tracking. 
5Rollback. A clear rollback plan must still be confirmed before the emergency fix goes live.
6Follow-up review. A full review must be completed within three business days to identify the cause, confirm what was done to fix it and record any actions needed to prevent it happening again.
Executive takeaway

Use this chapter when reviewing release governance and retain detailed operating records outside the executive summary layer.

08

Product Standards

Baseline standards every feature must meet before it ships — the guardrails that keep quality consistent as the team scales.

Governance & DeliveryQualityOwner: Joint delivery≈ 1 min detail
Brand Standards

Makes sure MRI and agency branding is applied consistently across all templates, screens and customer-facing materials.

Design System

Uses a shared set of approved design elements so the product looks and works consistently. New one-off designs should only be introduced with Design approval.

Accessibility

Makes sure customer-facing parts of the platform are easy to use for people with different accessibility needs and meet recognised accessibility standards.

API Standards

Makes sure system connections are clearly documented, version-controlled and reviewed before they are released.

Naming Conventions

Uses consistent names for features, settings, releases and environments so teams can easily understand what each item refers to.

Coding Standards

Makes sure development work follows agreed quality standards and is reviewed before it is added to the product.

Documentation Standards

Requires each new feature to include clear customer guidance and internal documentation before it is released.

Testing Standards

Makes sure new changes are properly tested and vetted, and that existing parts of the product continue to work as expected.

Security Standards

Requires extra security review for any changes involving customer accounts, personal information, payments or other sensitive data.

Performance Standards

Makes sure page speed and system response times are checked before each release so changes do not negatively affect the customer experience.

Executive takeaway

Use this chapter when reviewing product standards and retain detailed operating records outside the executive summary layer.

09

Partner Governance

Social Eazie 2.0 is delivered in strategic partnership with Pixel House. This section defines the clear split of responsibility between MRI Software, Pixel House and areas of shared/joint ownership - consistent with the Partner Management (Pixel House) RACI activity in Roles & Responsibilities.

Operations & ServicePartnerOwner: MRI + Pixel House≈ 2 min detail

MRI MRI Software Responsibilities

  • Product strategy, roadmap ownership and prioritisation
  • Commercial ownership - pricing, bundling, discounting, and contracts
  • Customer-facing relationship - Sales, Johanna Williams (Customer Success), and Level 1 CRM Support
  • Final release approval (Go/No-Go) and release communications
  • Legal, security, privacy and compliance oversight
  • Governance forums - chairing the Steering Committee and Partner Governance Forum
  • Reporting - monthly Stripe / Xero reporting of ad expenditure  

PH Pixel House Responsibilities

  • Product development, engineering and technical architecture
  • Build quality, code review and technical risk management
  • Day-to-day delivery against the agreed roadmap and sprint plan
  • Technical documentation - API docs, architecture diagrams and workflows  
  • Level 1 and 2 support escalation for platform bugs and incidents 
  • Data & Analytics - platform, campaign and performance data pipelines
  • Reporting -  Client ad spend / account manager dashboard for reconciling ad expenditure and Account Management comms

SHARED Shared / Joint Responsibilities

  • Roadmap alignment - reviewed jointly at the monthly Partner Governance Forum
  • Release planning - Pixel House builds, MRI approves and communicates
  • Incident response - Pixel House investigates technical cause, Pixel House to own customer communication.  
  • Security - Pixel House implements controls, MRI owns policy and compliance sign-off
  • Performance reporting - Pixel House supplies data, MRI presents to Steering Committee
  • Monthly reviews and Quarterly Business Reviews (QBRs) co-attended and co-owned

Partner Commitments & Review Cadence

AreaService commitmentOwnerReview cadence
Roadmap alignmentMRI and Pixel House review priorities, upcoming work, dependencies and delivery risks together.Peter Karanicolas + Pixel House (Partner Lead)Monthly
Release delivery against planPixel House provides progress updates and raises any expected delays or risks as early as possible.Pixel HouseEach release cycle
Support escalation responseEscalated customer issues are reviewed, prioritised and assigned based on their impact and urgency.Pixel HouseOngoing
Technical incident responseProduction issues are investigated promptly, with regular updates provided until the service is restored.Pixel HouseAs required
Security reviewChanges involving customer data, payments, access or security controls are reviewed before release.Pixel House + Alycia Workman / Lauren Cameron (MRI Security)Per applicable change
Performance reporting dataPixel House provides the agreed campaign, customer adoption and platform performance information for governance reporting.Pixel HouseMonthly
Monthly Partner ReviewReviews delivery progress, roadmap priorities, support trends, risks, actions and upcoming decisions.Peter Karanicolas + Pixel House (Partner Lead)Monthly
Quarterly Business ReviewReviews commercial performance, customer adoption, service performance, strategic priorities and partnership health.Steve Grubmier + Peter Karanicolas + Pixel House (Partner Lead)Quarterly

These commitments describe how MRI and Pixel House work together day to day. Formal service-level targets will be added once they are agreed in the partner contract.

Executive takeaway

Use this chapter when reviewing partner governance and retain detailed operating records outside the executive summary layer.

10

Operational Governance

How Social Eazie 2.0 is run day-to-day - support ownership, incident management, escalations, platform monitoring, customer communications, service requests, and the handover between MRI and Pixel House.

Operations & ServiceOperationsOwner: Johanna Williams (Support) + Pixel House≈ 1 min detail

MRI MRI Operational Ownership

  • Level 1 CRM Support
    Customer-facing triage and initial response.
    Owner: Johanna Williams, Head of Support
  • Customer Communications During Incidents and Planned Maintenance
    Customer-facing updates during service incidents and planned maintenance.
    Owner: Shafiq Jalani, Marketing
  • Service Request Intake and Prioritisation
    Reviews incoming service requests, assesses their importance and decides what should be addressed first.
    Owner: Peter Karanicolas, Product
  • Operations
    Coordinates the teams involved in the day-to-day running of the product and ensures issues, actions and dependencies are followed through.
    Owner: Peter Karanicolas, Product

PH Pixel House Operational Ownership

  • Platform Monitoring
    Monitors the platform’s infrastructure, performance and error rates to identify and address issues early.
    Owner: Pixel House
  • Level 1 and Level 2 Product Support
    Handles product-related customer support, including technical investigation and issue resolution.
    Owner: Pixel House
  • Deployment and Environment Operations
    Manages product releases and the environments used to develop, test and operate the platform.
    Owner: Pixel House

SHARED Handover & Joint Ownership

  • Incident Management
    MRI manages communication with CRM customers. Pixel House manages communication with product customers and leads the technical investigation and resolution.
    Owners: Johanna Williams, Support; Peter Karanicolas, Product; Pixel House
  • Support Escalation Handover
    Level 1 CRM issues are initially managed by Johanna Williams (MRI Support) and escalated to Pixel House when product investigation or technical resolution is required.
    Owners: Johanna Williams, Support; Peter Karanicolas, Product; Pixel House
  • Post-Incident Review
    MRI and Pixel House jointly review major incidents, agree on findings and actions, and share the outcome with relevant stakeholders, including Account Managers and CRM Support teams.
    Owners: Peter Karanicolas, Product; Johanna Williams, Support; Pixel House 

Incident Management & Escalation

SeverityDefinitionResponse priorityEscalation
Sev-1 — CriticalThe platform is unavailable or a major issue is affecting many customers or a critical service.Immediate priority. Investigation begins as soon as the issue is identified.Pixel House, Peter Karanicolas and Johanna Williams are notified immediately. Customer communications are coordinated by Johanna Williams where required.
Sev-2 — HighA significant feature is unavailable or seriously affected, but customers may still have a temporary workaround.High priority. Reviewed and assigned ahead of standard support requests.Escalated to Pixel House and Peter Karanicolas. Johanna Williams is informed where CRM customers or Support are affected.
Sev-3 — MediumA feature is not working as expected, but the impact is limited and the main service remains available.Standard priority. Assessed through the normal support and product prioritisation process.Triaged by Pixel House and added to the product backlog where further development is required. Peter Karanicolas oversees prioritisation.
Sev-4 — LowA cosmetic issue, minor inconvenience or low-impact problem that does not prevent customers from using the product.Planned priority. Reviewed alongside other minor improvements and maintenance work.Managed through the standard support queue and considered during future product planning.

Service Requests & Handover

How a customer request moves between MRI and Pixel House — entry channel determines the path, with a clear decision point for CRM vs Social Eazie product issues.

Step 1 · Start Request Received

A customer request can enter through one of two channels.

CRM Support channel
Channel A CRM Support request

Customer contacts Johanna Williams (MRI Support) through the CRM support channel.

Step 2 · Initial Triage MRI Level 1 review

Johanna Williams (MRI Support) confirms the issue details and determines whether it relates to the CRM or the Social Eazie product.

MRI Johanna Williams, Support
Decision Is this a CRM-related issue?

Yes → MRI keeps ownership. No → hand over to Pixel House.

Yes · CRM issue
Step 3 · Stay with MRI Johanna Williams (MRI Support) manages to resolution

Johanna Williams (MRI Support) continues to own the request through to resolution. No Pixel House handover required.

MRI Johanna Williams
No · Social Eazie product
Step 3 · Handover Hand over to Pixel House

Johanna Williams (MRI Support) passes customer and issue details to Pixel House. The original Johanna Williams (MRI Support) ticket is closed once handover is confirmed.

MRI Johanna Williams PH Pixel House
Step 4 · Resolution & Comms Pixel House resolves

Pixel House investigates and resolves the product issue. Further customer communication follows the agreed handover process.

PH Pixel House
In-app channel
Channel B In-app product request

Customer submits the request directly through Social Eazie.

Step 2 · Initial Triage Pixel House assesses request

Pixel House receives the request directly and assesses severity, priority and required action.

PH Pixel House
Step 4 · Resolution & Comms Pixel House owns end-to-end

Pixel House owns the request from triage through to resolution and communicates directly with the customer where required.

PH Pixel House
MRI-owned path Pixel House-owned path Decision point Yes branch No branch
Executive takeaway

Use this chapter when reviewing operational governance and retain detailed operating records outside the executive summary layer.

11

Service Performance Management

This section tracks the key services supporting Social Eazie 2.0, including platform reliability, support, releases, onboarding and reporting. Results are reviewed regularly to identify issues, measure performance and agree improvements.

Current figures show recent observed performance and should not be treated as contractual service commitments unless formally agreed between MRI and Pixel House.

Operations & ServiceService performanceOwner: Peter Karanicolas (Product) + Pixel HouseReview: Monthly≈ 1 min detail
Service areaCurrent measure or expectationHow it is measuredOwnerReview frequency
Platform AvailabilityCurrent observed uptime: 99.96%Platform monitoringPixel HouseWeekly / Live Dashboard
Support First ResponseNew requests are reviewed and prioritised according to their customer impact and urgency.Support ticketing system via IntercomPixel HouseWeekly
Critical Support ResolutionCritical issues are treated as the highest priority and actively managed until service is restored or a suitable workaround is available.Support ticketing system and incident register via IntercomPixel HouseWeekly
Critical Bug ResolutionCurrent observed resolution time: 1 dayPixel House and Peter Karanicolas (Product Manager) informedPixel HouseWeekly
Campaign Publishing SuccessCurrent observed success rate: 99% Email notification to Peter Karanicolas (Product Manager)Pixel HouseDaily
Release FrequencyCritical Bugs and Incidents: Hotfixes Standard Bugs and Incidents that are less critical 1-2 days turnaround
Tracked Release Pixel HousePixel HouseFortnightly
New Agency OnboardingOnboarding progress is tracked from confirmed sales handover through to customer launch. Delays and blockers are reviewed during the monthly service review.Onboarding tracker / Live Dashboard and Email AlertsPixel HouseWeekly / Live Dashboard
Vendor Report Data DeliveryReporting data is monitored for completeness, accuracy and availability. Missing or delayed data is raised through the normal service review process.Reporting pipelinePixel HouseMonthly
Executive takeaway

Use this chapter when reviewing service performance. Observed figures are performance signals, not contractual SLAs, unless formally agreed between MRI and Pixel House.

12

Onboarding Governance

A clear onboarding process ensures each new client can move from initial setup to launching their first campaign with minimal confusion. Pixel House owns the onboarding process after the client completes the in-platform setup.

Operations & ServiceOnboardingOwner: Pixel HouseMRI oversight: Peter Karanicolas, Product≈ 2 min detail

Onboarding journey

01Enter Social Ads

The client selects Social Ads within their CRM. New clients are directed to the account setup wizard. Existing clients go straight to campaign ordering. 

Owner: CRM and Pixel House

02Office & Contact Details

The client confirms their office information and primary account contact details.

Owner: Client · Platform support: Pixel House
03Branding & Templates

The client uploads logos, brand colours, fonts and property icons if applicable, then selects template styles and colour direction.

Owner: Client · Platform support: Pixel House
04Awaiting Connection

Once setup is submitted, the client is advised that MRI representative will contact them to connect their Facebook Page. 

Owner: Client · Platform support: Pixel House

05Virtual Setup Meeting

Pixel House arranges a virtual meeting and guides the client through granting access to their Facebook Page.

Owner: Pixel House
06Account Connection

Pixel House adds the Facebook Page to Social Eazie and connects it to MRI’s Meta Ads Manager account, and verifies the connection works.

Owner: Pixel House
07Ready to Order

Once the connection is confirmed, client status changes to Active - ready to order campaigns. When the client returns to the social ads tab in their CRM, the option to order an ad is available.

Onboarding is then marked as complete.

Owner:  Pixel House

08First Campaign

The client creates and submits their first social advertising campaign. 

Owner: Client 

Process detail

1. Client enters Social Ads

The client selects the Social Ads tab within their CRM. The platform checks whether they already have an active Social Eazie account.

  • Existing clients are taken directly to the campaign ordering experience.
  • New clients are guided through the setup process before they can create an ad.

2. Three-step account setup

New clients complete a three-step setup wizard.

1Office and contact details. Office information and primary account contact.
2Branding. Logos, brand colours, fonts and property icons.
3Templates. Preferred layout and colour direction.

Owner: Client · Platform support: Pixel House

3. Setup submitted

Once all three steps are complete, the client submits their setup and sees a message that one final connection is required before they can order campaigns.

One last step before you can order campaigns Our team will contact you to connect the Facebook Page your ads will run from and complete the setup of your account.

Once your Facebook Page has been connected, return to Social Ads through your CRM to create your first campaign.

Account status: Awaiting Facebook Page connection

4–5. Virtual meeting & Facebook access

A Pixel House representative contacts the client, arranges a virtual meeting, explains the connection process and requests access to the client’s Facebook Page.

During the meeting, the client approves the required access. The client remains the owner of their Facebook Page. Pixel House is only granted the access required to connect and manage advertising activity through Social Eazie.

Access owner: Client · Facilitated by: Pixel House

Note:  If the client doesn't have admin access to the their page or required Meta Business suite setup, then we cannot progress the client account setup. This does happen, and would need to be logged against the client and Account Manager notified.  

6. Facebook Page & ads account connection

Once access is granted, Pixel House:

  1. Adds the client’s Facebook Page to their Social Eazie account.
  2. Connects the Facebook Page to MRI’s Meta Ads Manager account.
  3. Checks that the connection is working correctly.
  4. Confirms that the account is ready to create campaigns.

Owner: Pixel House
Account status: Active - ready to order campaigns

7–8. First campaign & completion

The client returns to the Social Ads tab within their CRM, accesses campaign ordering, and creates their first campaign (type, property, audience, budget and other options).

Onboarding is complete when office/contact details, branding and templates, Facebook access, Social Eazie page link, Meta Ads Manager connection, and campaign ordering access are all in place.

Completion owner: Pixel House · Governance oversight: Peter Karanicolas, Product

Governance controls

Control pointRequirementOwner
Setup information completeOffice, contact, branding and template information must be submitted before Facebook setup begins.Client
Facebook access approvalAccess must be granted by an authorised administrator of the client’s Facebook Page.Client
Connection completedThe Facebook Page must be linked to the correct Social Eazie account and MRI Meta Ads Manager account.Pixel House
Connection verifiedPixel House must confirm the connection is working before campaign ordering is enabled.Pixel House
Account activatedThe client’s status is changed from awaiting connection to active.Pixel House
Onboarding completionOnboarding is closed once the client can access the campaign ordering process.Pixel House
Executive takeaway

Pixel House owns onboarding after in-platform setup. MRI Product (Peter Karanicolas) provides governance oversight. Clients cannot order campaigns until Facebook Page connection is verified and the account is active.

13

Business Continuity & Disaster Recovery

This section explains how Social Eazie 2.0 continues operating during a major disruption and how the platform is restored if something goes wrong. Pixel House owns the technical recovery process, with MRI overseeing customer communication, support coordination and overall service governance.

Operations & ServiceResilienceOwner: Pixel HouseMRI oversight: Peter Karanicolas, Product≈ 1 min detail

Disaster Recovery

1Disaster Recovery Plan. Pixel House maintains a documented recovery plan that explains how the platform will be restored following a major outage, technical failure or data incident.
2Service Restoration Priority. Critical services are restored first based on the level of customer impact and the importance of the affected service.
3Data Recovery. Where data needs to be restored, Pixel House uses the latest available backup and follows the agreed recovery process.
4Backups. Platform data is backed up automatically, with restore processes tested regularly to make sure backups can be used when needed.
5Platform Resilience. The platform is designed to reduce disruption if an individual system or service becomes unavailable.

Business Continuity

1Critical Role Coverage. Key operational and technical responsibilities are documented so another authorised team member can step in if the usual owner is unavailable.
2Incident Lead. Pixel House appoints a lead to coordinate the technical response during a major incident, including investigation, recovery and progress updates.
3Partner Continuity. Pixel House maintains appropriate operational and technical coverage to continue supporting Social Eazie during staff absence, service disruption or other unexpected events.
4Communications Plan. Pixel House provides technical updates to Johanna Williams (MRI Support) team during major incidents. MRI coordinates customer-facing communications and CRM Support updates where required.
Owners: Johanna Williams, Support; Pixel House
5Recovery Testing & Review. Disaster recovery processes are tested regularly, with findings, risks and improvement actions reviewed through the ongoing MRI and Pixel House governance process.
Owners: Pixel House; Peter Karanicolas, Product
Executive takeaway

Pixel House owns technical recovery. MRI oversees customer communication, support coordination and service governance (Peter Karanicolas, Product). Recovery processes are tested regularly and reviewed through joint governance.

14

Feedback Governance

Every piece of feedback follows the same visible pipeline from raw input to shipped improvement and closed-loop customer communication.

Risk, Change & ComplianceFeedbackOwner: Peter Karanicolas (Product)≈ 1 min detail
STEP 1CustomerRaises feedback via CRM, support ticket or in-app support comms channel
STEP 2SupportTriages, tags and logs in the feedback tracker. Note Pixel House will own this piece. 
STEP 3Product ReviewPeter Karanicolas (Product Ownership) reviews weekly, groups by theme and impact. 
STEP 4PrioritisationScored against strategic value and effort
STEP 5RoadmapAccepted items placed in an upcoming cycle
STEP 6DevelopmentBuilt following the standard Product Lifecycle Governance process
STEP 7ReleaseShipped per Release Governance process
STEP 8Customer CommunicationOriginal requester customer, support or Account Manager notified - closes the loop
Executive takeaway

Use this chapter when reviewing feedback governance and retain detailed operating records outside the executive summary layer.

15

Change Management

A clear process for managing changes that may affect customers, internal teams or the way Social Eazie operates. Changes are assessed before they go live so the right people are informed, risks are understood and any customer impact is managed properly.

Risk, Change & ComplianceChangeOwner: Peter Karanicolas (Product)≈ 1 min detail
01Change Request

The proposed change is recorded with its reason, expected outcome and timing.

Owner: Peter Karanicolas, Product
02Impact Review

Product and Pixel House review the customer, operational and technical impact.

Owners: Peter Karanicolas, Product; Pixel House
03Approval

The appropriate owner approves the change before work or release proceeds.

Owner: Peter Karanicolas, Product · Technical approval where required: Pixel House
04Stakeholder Comms

Affected teams and customers are informed before the change goes live.

Owner: Shafiq Jalani, Marketing · Product input: Peter Karanicolas
05Training & Support

Pixel House updates training and support guidance, with Johanna Williams (MRI Support) briefed where required.

Owners: Pixel House; Johanna Williams, Support
06Documentation

Customer, internal and technical documentation is updated.

Owners: Pixel House; Peter Karanicolas, Product
07Change Record

The final change, owner and release date are recorded.

Owner: Peter Karanicolas, Product
08Review

Product and Pixel House confirm the change is working as expected and capture any follow-up actions.

Owners: Peter Karanicolas, Product; Pixel House
Key takeaway

Every material change has a clear owner, impact review, approval process and communication plan before it goes live.

16

Risk Management

This section records the main risks that could affect Social Eazie 2.0, its customers or day-to-day operations. Risks are reviewed regularly, with clear owners and actions in place to reduce the chance or impact of an issue occurring.

Risk, Change & ComplianceRiskOwner: Peter Karanicolas (Product)Reviewed with: Pixel House and relevant MRI stakeholders≈ 1 min detail
RiskLikelihoodImpactSeverityOwnerHow we manage itReview
Operational disruptionMediumMediumMediumPeter KaranicolasClear operating processes, documented responsibilities and escalation paths are maintained so issues can be managed quickly.Monthly
Security incidentLowHighHighPixel House + Alycia Workman / Lauren Cameron (MRI Security)Access controls, security reviews, monitoring and regular testing are used to reduce security risk.Quarterly
Privacy or data issueLowHighHighAlycia Workman + Lauren CameronCustomer data is handled in line with privacy requirements, with appropriate consent, access and data-handling controls in place.Quarterly
Platform downtimeMediumHighHighPixel HousePlatform monitoring, backups and recovery processes are maintained to reduce downtime and support restoration if an issue occurs.Monthly
CRM or Meta integration failureMediumMediumMediumPixel HouseIntegrations are monitored and tested, with issues investigated and escalated when a connection stops working as expected.Monthly
Low customer adoptionMediumMediumMediumPeter Karanicolas + Account Managers + Pixel HouseOnboarding, training, in-product guidance and customer usage are reviewed to identify where customers may need additional support.Monthly
Platform capacity or performanceLowHighHighPixel HousePlatform performance and usage are monitored so capacity or performance issues can be identified before they significantly affect customers.Quarterly
Meta advertising policy complianceMediumMediumMediumPeter Karanicolas + Pixel HouseRelevant Meta advertising requirements are monitored and changes are reviewed where they could affect the product or customer campaigns.Quarterly
Reputational damageLowHighHighJohanna Williams + Peter KaranicolasClear customer communications, escalation processes and agreed messaging are used when a significant customer issue occurs.Quarterly
Data lossLowHighHighPixel HouseAutomated backups and tested recovery processes are maintained to protect customer and platform data.Monthly
Pixel House dependencyMediumMediumMediumPeter Karanicolas + Steve GrubmierPartner performance, delivery risks, dependencies and continuity are reviewed through regular governance meetings.Quarterly
Key takeaway

Each major risk has a clear owner, an agreed way of managing it and a regular review point so issues can be identified and addressed early.

17

Security, Privacy & Compliance

Social Eazie 2.0 is managed with appropriate controls around access, customer data, privacy and security. Pixel House is responsible for the technical security of the platform, while MRI Legal and Product provide oversight for privacy, compliance and customer impact.

Risk, Change & ComplianceComplianceOwners: Legal + Pixel HouseAlycia Workman · Lauren Cameron · Pixel HouseProduct oversight: Peter Karanicolas≈ 1 min detail

Access & Security

1User Access. Access is managed through the CRM, and platform directly.
2Permissions. Users only receive access to the areas and information required for their role. I.e. Organisational Admin, Office Admin and Agent.
3Activity Records. Important administrative activity and customer data access are recorded for review where required.
4Data Retention. Customer information is retained and removed in line with applicable privacy and MRI data policies.

Privacy, Compliance & Incident Response

1Security Incidents. Pixel House leads technical investigation and recovery, with MRI involved in privacy, customer communication and escalation where required.
Owners: Pixel House; Peter Karanicolas; Lauren Cameron
2Privacy & Compliance. Social Eazie is managed in line with relevant privacy requirements, MRI policies and Meta advertising requirements.
Owners: Alycia Workman; Lauren Cameron
3Partner Data Responsibilities. Pixel House's responsibilities for handling and protecting customer information are documented through the partner agreement.
Owners: Alycia Workman; Lauren Cameron; Steve Grubmier; Pixel House
4Security Assurance. Pixel House provides evidence of appropriate security controls and testing through the ongoing governance process.
Owners: Pixel House; Alycia Workman / Lauren Cameron (MRI Security)
Key takeaway

Customer data, access and security are managed through clear controls, defined partner responsibilities and regular review, with MRI retaining oversight of privacy and compliance.

18

Performance Framework

This section provides a simple view of how Social Eazie 2.0 is performing across customer adoption, product reliability, service delivery, commercial results and the Pixel House partnership.

The purpose is to help MRI and Pixel House quickly understand what is working well, where attention may be needed and whether the product is delivering the expected customer and business outcomes.

Performance & ImprovementPerformanceOwner: Peter Karanicolas (Product)Reviewed with: Pixel House and relevant MRI stakeholders≈ 2 min detail
Customer Adoption Are customers successfully getting started and continuing to use Social Eazie?
  • Active organisations
  • Active offices
  • Active users
  • Campaign adoption
  • Onboarding completion
  • Ongoing product usage
  • Customer feedback
Peter Karanicolas, Product; Pixel House
Product Performance Is the platform reliable, easy to use and successfully delivering campaigns?
  • Platform availability
  • Campaign publishing success
  • Release quality
  • Product issues and defects
  • Feature adoption
  • Platform performance
Peter Karanicolas, Product; Pixel House
Service Performance Are customer requests and platform issues being handled effectively?
  • Support responsiveness
  • Incident resolution
  • Critical issue management
  • Service request volumes
  • Escalations
  • Overall service performance
Pixel House; Johanna Williams, Support
Commercial Performance Is Social Eazie delivering sustainable customer and commercial growth?
  • Revenue
  • Monthly advertising spend
  • Customer growth
  • Product utilisation
  • Customer retention
  • Average spend per customer
Sarah Bell, Sales; Steve Grubmier · Product input: Peter Karanicolas
Partner Performance Is the MRI and Pixel House partnership delivering the service and outcomes expected?
  • Delivery against agreed priorities
  • Platform reliability
  • Release delivery
  • Support performance
  • Onboarding delivery
  • Risks and outstanding actions
  • Overall partnership health
Peter Karanicolas, Product; Steve Grubmier (Partner Lead); Pixel House
Performance areaWhat we monitorPrimary owner
Customer AdoptionOnboarding, active customers, usage, campaign adoption and customer feedbackPeter Karanicolas + Pixel House
Product PerformancePlatform reliability, campaign success, releases, issues and feature usagePeter Karanicolas + Pixel House
Service PerformanceSupport, incidents, escalations and service deliveryPixel House + Johanna Williams
Commercial PerformanceRevenue, advertising spend, customer growth, utilisation and retentionSarah Bell + Steve Grubmier
Partner PerformanceDelivery, reliability, support, onboarding, risks and partnership effectivenessPeter Karanicolas + Steve Grubmier + Pixel House
i

Performance measures will be reviewed through the regular governance process. Detailed definitions, reporting frequency and calculation methods are maintained separately and may evolve as the product and available reporting mature.

Key Dashboard Highlights

A small set of key measures provides a quick view of overall product health. Results are updated from available platform, commercial and customer data as reporting becomes available.


Active Organisations
Available from first reporting period
Number of organisations currently using Social Eazie.
Customer Adoption
Active Users
Available from first reporting period
Number of users actively accessing and using the product.
Customer Adoption
Campaigns Published
Available from first reporting period
Number of campaigns successfully launched during the reporting period.
Product Performance
Monthly Ad Spend
Available from first reporting period
Total advertising spend processed through Social Eazie.
Commercial Performance
Monthly Revenue
Available from first reporting period
Revenue generated by Social Eazie during the reporting period.
Commercial Performance
Average Ad Spend
Available from first reporting period
Average advertising spend per customer during the reporting period.
Commercial Performance
Key takeaway

Product performance is reviewed through a small set of customer, platform, service, commercial and partner measures so issues and opportunities can be identified early.

19

Governance Meetings

A simple meeting rhythm keeps Social Eazie 2.0 moving, makes sure decisions are made by the right people and gives MRI and Pixel House regular opportunities to review delivery, risks, customer feedback and performance.

Performance & ImprovementForumsOwner: Peter Karanicolas (Product)≈ 1 min detail
CadenceMeetingAttendeesPurposeOutput
WeeklyProduct & Delivery ReviewPeter Karanicolas, Pixel HouseReview current work, priorities, blockers, bugs and upcoming releases.Updated priorities and agreed actions
Bi-WeeklySupport ReviewJohanna Williams, Peter Karanicolas, Pixel HouseReview CRM escalations, product support issues, recurring customer problems and any items requiring Product input.Support actions and escalations
MonthlyPartner Governance ReviewPeter Karanicolas, Steve Grubmier, Pixel HouseReview delivery, roadmap, onboarding, support performance, risks, dependencies and outstanding actions.Partner action log and agreed priorities
QuarterlyCommercial & Performance ReviewPeter Karanicolas, Sarah Bell, Steve Grubmier, Pixel HouseReview customer adoption, revenue, campaign activity, product health and overall performance.Performance summary and agreed actions
QuarterlyBusiness & Roadmap ReviewDavid Bowie, Peter Karanicolas, Steve Grubmier, Sarah Bell, Matt Savko, Pixel HouseReview overall product performance, roadmap direction, major risks, commercial outcomes and future priorities.Quarterly decisions, roadmap updates and actions
As RequiredRisk / Incident ReviewPeter Karanicolas, Pixel House, Johanna Williams, Shafiq Jalani, Lauren Cameron as relevantReview major incidents, security or privacy issues, significant customer impact or business risks.Incident findings, decisions and follow-up actions

1. Product & Delivery Review - Weekly

WhoPeter Karanicolas, Pixel House
WhyReview what is currently being worked on, what is coming next, any blockers or bugs and whether upcoming releases remain on track.
OutUpdated priorities, delivery actions and any items requiring escalation.

2. Support Review - Bi-Weekly

WhoJohanna Williams, Peter Karanicolas, Pixel House
WhyReview product issues raised through MRI CRM Support and Pixel House in-app support, identify recurring customer issues and agree any required product or technical action.
OutSupport actions, escalations and product feedback.

3. Partner Governance Review - Monthly

WhoPeter Karanicolas, Steve Grubmier, Pixel House
WhyReview how the MRI and Pixel House partnership is operating across roadmap delivery, releases, onboarding, support, risks and outstanding commitments.
OutAgreed priorities, actions, owners and escalation items.

4. Commercial & Performance Review - Quarterly

WhoPeter Karanicolas, Sarah Bell, Steve Grubmier, Pixel House
WhyReview customer growth, adoption, campaign activity, revenue, platform performance and any areas requiring attention.
OutMonthly product health summary and agreed actions.

5. Business & Roadmap Review - Quarterly

WhoDavid Bowie, Peter Karanicolas, Steve Grubmier, Sarah Bell, Matt Savko, Pixel House
WhyTake a broader view of Social Eazie performance and make decisions on roadmap direction, investment, major risks, commercial performance and partnership priorities.
OutQuarterly decisions, updated priorities and roadmap direction.

6. Risk / Incident Review - As Required

WhoPeter Karanicolas, Pixel House and relevant MRI owners depending on the issue e.g. Johanna Williams (Support), Shafiq Jalani (customer communications), Lauren Cameron / Alycia Workman (privacy or legal), Steve Grubmier (partner or technical escalation).
WhyReview major incidents or risks that cannot wait for the next scheduled governance meeting.
OutClear decisions, actions, owners and follow-up requirements.
Key takeaway

Governance meetings are kept purposeful and lightweight, with each forum focussed on clear decisions, actions and ownership rather than status updates alone.

20

Documentation & Records

This section sets out the key documents and records that support the ongoing management of Social Eazie 2.0. Each item has a clear owner and should be kept up to date as the product, service and partnership evolve.

Performance & ImprovementRecordsOwner: Peter Karanicolas (Product)≈ 1 min detail
Document / RecordPurposeOwner
Product VisionDefines the overall direction, customer value and strategic goals for Social Eazie.Peter Karanicolas
Product RoadmapShows planned product priorities and upcoming areas of focus, reviewed regularly with Pixel House.Peter Karanicolas
Release NotesRecords what has changed in each product release and any information customers or internal teams need to know.Peter Karanicolas + Pixel House
Support DocumentationProvides guidance for handling common customer questions, issues and product support requests.Pixel House
CRM Support GuidanceProvides Johanna Williams (MRI Support) with the information needed to triage CRM enquiries and hand product-related issues to Pixel House.Johanna Williams
Technical DocumentationRecords how key platform components, integrations and technical processes work.Pixel House
Platform & Integration DiagramsDocuments how Social Eazie connects with CRMs, Meta and other relevant systems.Pixel House
User GuidesProvides clear instructions for agents and administrators using Social Eazie.Pixel House
Sales EnablementProvides Sales with approved product positioning, pricing information and supporting sales material.Sarah Bell + Andy Birch
Training MaterialCovers customer onboarding, product training and ongoing learning content.Pixel House
Brand & Marketing MaterialMaintains approved product messaging, branding and customer-facing marketing content.Andy Birch + Shafiq Jalani
Governance FrameworkRecords roles, responsibilities, decision-making, service processes and governance expectations.Peter Karanicolas
Risk RegisterRecords key product, partner, operational and commercial risks along with agreed actions.Peter Karanicolas
Incident RegisterRecords significant incidents, their impact, resolution and follow-up actions.Pixel House + Peter Karanicolas
Change LogRecords important product or operational changes, including owner and release date.Peter Karanicolas
Performance ReportingMaintains agreed product, customer, commercial, service and partner performance reporting.Peter Karanicolas + Pixel House
Partner Action LogTracks actions, decisions, dependencies and commitments agreed between MRI and Pixel House.Peter Karanicolas + Steve Grubmier + Pixel House
Key takeaway

Important product, service and governance information has a clear owner and is kept up to date so MRI and Pixel House are working from the same information.

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