{"id":833,"slug":"client-bjf-case-study-source-v1","title":"Boucher & Jones Fuels — case-study source material, v1 (parent index)","kind":"reference","scope":"client-case-studies","status":"current","audiences":["kevin","candid-team","client-prospect"],"topics":["client-boucher-jones","case-study-source","narrative-angles"],"reference_body":"**Status:** First client to land under the `client-case-studies` scope. Compiled May 24, 2026 from the project knowledge base, repo CLAUDE.md, and Kevin's working memory. A v2 ingest is expected with more material once Michael DeLeye is interviewed and operational baselines are gathered.\n\n## What this collection is for\n\nSource material — not finished copy — for a Candid Creative case study, portfolio entry, sales-call talking points, or any derivative writing about the B&J engagement. Every claim carries a confidence label so downstream writers can decide what is publishable, what needs verification, and what is still unknown.\n\n## How the entries are organized\n\n- **Customer profile** — [[client-bjf-profile]]\n- **Engagement scope** — [[client-bjf-engagement-workstreams]]\n- **Tech stack** — [[client-bjf-marketing-site-stack]], [[client-bjf-crm-stack-planned]], [[client-bjf-manifold-data-platform]]\n- **Data model & architecture** — [[client-bjf-data-model-tanks-first-class]], [[client-bjf-custom-vs-industry-erp]]\n- **Positioning** — [[client-bjf-positioning-quiet-confidence]]\n- **Live site facts** — [[client-bjf-live-site-inventory]], [[client-bjf-content-quality-audit]], [[client-bjf-technical-seo-posture]]\n- **KPIs** — [[client-bjf-kpi-candidates]]\n- **Architectural decisions worth surfacing** — [[client-bjf-arch-decisions-ranked]]\n- **What was hard** — [[client-bjf-project-hard-bits]]\n- **Roadmap** — [[client-bjf-roadmap-what-is-next]]\n- **Quotes** — [[client-bjf-quotes-and-needs]]\n- **Visuals / confidentiality / method** — [[client-bjf-visuals-confidentiality-method]]\n- **Critical overclaim guards** — [[client-bjf-critical-context-flags]]\n- **Narrative angles** — [[client-bjf-narrative-angles-ranked]]\n- **Source documents** — [[client-bjf-source-documents-inventory]]\n- **Data gaps** — [[client-bjf-data-gaps-needs-followup]]\n\n## Top-level caveats — do not overclaim\n\n1. The marketing site is on a **dev URL** (`bjweb.candidcreative.ca`), not the production domain. Production cutover from WordPress has not happened. Write \"in build with the agriculture vertical and ~50 pages live on the development surface\" — not \"launched.\"\n2. The CRM is **scoped and schema-designed but not built.** Describe the data model and architecture; do not claim the CRM is live, used by staff, or replacing spreadsheets.\n3. The customer portal (Phase 2 of CRM) is **not built**.\n4. **\"Walk with quiet confidence\"** is editorial discipline, not a public tagline. Never use it as a slogan.\n5. **Manifold** is its own Candid Creative product with its own URL — name it that way, not as part of the B&J build.\n6. **Davis & McCauley** is being absorbed via a transition page strategy, not retired.\n7. The repo `CLAUDE.md` is the **live source of truth** for the marketing site stack. The historical `BoucherJones_MarketingSite_TechStack.docx` is partially superseded (Next.js 15 → 16, no Tailwind → Tailwind v4 + shadcn, Express 5 → Route Handlers).\n8. **No production-traffic data exists yet** — no meaningful CrUX, GSC, or GA4. Do not invent KPIs from those sources.","rationale_body":"Parent index for the B&J case-study source material. Every section that follows is an atomic entry cross-linked back here via `relates-to`. The v2 ingest will reference this entry as its predecessor (not supersede — additional material, not replacement).","metadata":null,"links":{"outgoing":[{"slug":"client-bjf-profile","title":"B&J customer profile — legal entity, sub-brands, verticals, geography, sites, leadership","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-engagement-workstreams","title":"B&J engagement — active workstreams, status, and Candid services rendered","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-marketing-site-stack","title":"B&J marketing site stack (`bj-next`, dev URL `bjweb.candidcreative.ca`) — VERIFIED LIVE STACK","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-crm-stack-planned","title":"B&J CRM platform — PLANNED stack (not yet built)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-manifold-data-platform","title":"Manifold data platform — Candid Creative product powering embedded widgets on the B&J site","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-data-model-tanks-first-class","title":"B&J data model — first-class entities, including TANKS (the most quotable architecture decision)","kind":"decision-record","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-custom-vs-industry-erp","title":"B&J architectural decision: custom platform vs Manage Petro / PDI / Cargas — why custom won","kind":"decision-record","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-positioning-quiet-confidence","title":"B&J positioning — \"walk with quiet confidence\" (editorial discipline, NOT a public tagline)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-live-site-inventory","title":"B&J live site inventory — page count, IA, what is planned (headline KPI: ~50 pages live vs ~6 before)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-content-quality-audit","title":"B&J content quality — what the pre-launch audit explicitly called out as strong","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-technical-seo-posture","title":"B&J technical SEO posture — old vs new, with explicit gaps to close pre-launch","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-kpi-candidates","title":"B&J KPI candidates — every defensible metric, with source and confidence","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-arch-decisions-ranked","title":"B&J architectural decisions worth surfacing in case-study narrative — eight, ranked","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-project-hard-bits","title":"B&J — what was hard (for the \"what surprised us\" section)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-roadmap-what-is-next","title":"B&J roadmap — what is next (Phase 2 marketing site, CRM phases 1-3, Manifold Phase 3)","kind":"roadmap-item","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-quotes-and-needs","title":"B&J quotes — what is available verbatim, what still needs to be gathered","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-visuals-confidentiality-method","title":"B&J case study — visual assets needed, confidentiality unknowns, method appendix","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-critical-context-flags","title":"B&J case study — critical overclaim guards (READ BEFORE WRITING)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-narrative-angles-ranked","title":"B&J case study — suggested narrative angles, ranked, with a recommended hybrid lead","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-source-documents-inventory","title":"B&J — source documents in the project knowledge base (so the KB knows what is and is not ingested here)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-data-gaps-needs-followup","title":"B&J — known unknowns that need a human conversation or a tool query before publication","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"client-bjf-case-study-source-v2","title":"Boucher & Jones — case-study source material, v2 (technical facts, 2026-05-24)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"}],"incoming":[{"slug":"client-bjf-case-study-source-v2","title":"Boucher & Jones — case-study source material, v2 (technical facts, 2026-05-24)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"}]},"created_at":"2026-05-24T00:26:55.377Z","updated_at":"2026-05-24T00:26:55.377Z"}