Arizona Truck Group — Living Roadmap¶
How to read this in 30 seconds
Strategy here isn't a pile of documents — it's a loop. The Enterprise north star sets direction; each entity roadmap carries it into targets; the books feed actuals back into the scoreboard; a monthly report diffs plan vs actual and writes decisions to the log. Watch the markers move and you're watching the business steer itself.
Markers, used on every claim: 🟢 Confirmed · 🟡 Assumption · 🔴 Gap · 🎯 Target.
The group thesis (north star)¶
Own "water truck" in Phoenix metro — one customer, one asset class, no vendor change at any stage:
rent → buy → maintain
| Leg | Entity | Roadmap |
|---|---|---|
| Rent — the front door | Superior Water Truck Rental (SWTR) | SWTR |
| Build | Superior Equipment (SEQ) | SEQ |
| Sell | Superior Truck & Equipment (STE) | STE |
| Maintain | Superior Water Truck Parts (SWTP) | SWTP |
Highest-leverage motion in the whole group: the rent-to-own credit — rental payments crediting toward a SEQ/STE purchase — which turns SWTR into the sales lead engine and needs no new infrastructure.
The four things this site is¶
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Direction
The Enterprise V2MOM north star + the five entity roadmaps — each one holds why we believe it (research), how we win (strategy), and what we expect (targets).
-
Return
The consolidated scoreboard — every entity's north-star metric, plan vs actual, red/amber/green. Fed monthly from QuickBooks → warehouse. Never hand-typed.
-
Report loop
How the loop works — the cadence that turns a variance into a dated decision. The MBR template is what closes the gap each month.
-
Memory
The decision log records every change of direction — what, when, why. Git history is the provenance; you can diff to any date to see what we believed then.
The one honest read today¶
The binding constraint across the group is demand capture, not production — ~36 leads all-time,
SWTR with no phone or email, SEQ+SWTP email bouncing, and no live financials (revenue/margin gated
on the GL-detail pipeline, #55). Nearly every metric on the scoreboard is 🔴 or —
for those two reasons. Fix capture and wire the books and the whole board lights up. That focus — one
roadmap pointing at the one thing that moves everything — is the reason this site exists.
Why docs-as-code, not Notion¶
This roadmap is markdown-in-git, rendered here. That's deliberate: git history is a free provenance chain — every change of belief is diff-able to who/when/why — and AI agents are first-class read/write citizens of the source, proposing edits with the same review and traceability as a human. A living roadmap whose whole value is traceable direction change needs that substrate. See the write-contract for how humans and agents edit it.
Consolidation in progress (2026-09)
The Living Roadmaps + The Loop are the new spine. The legacy Enterprise / Entities / Financials / Appendices tabs (the older lender/investment-thesis structure) are being folded into the roadmap layers and market/decision sections, and duplicates archived — per the write-contract. Until that pass completes, both structures are visible; the roadmap spine is canonical where they disagree.
Living document · every figure 🟢 / 🟡 / 🔴 / 🎯 with assumptions stated · never fabricated · scope: Arizona Truck Group.