PR-2423Sequoia State GovSteady state

Tax Modernization Wave 2

Execution · FixedFee · Jul 1, 2025 → Dec 15, 2026

Project at watch

2 concerns: Budget, Risks.

Health drivers

Signals contributing to overall project health.

  • High
    Budget
    Burn 21% above plan.
  • Medium
    Risks
    2 open High-severity risks.

Financial health

Burn vs. plan, margin now and at completion.

Total budget
$12,300,000
Actual cost
$8,640,000
Planned value (BCWS)
$7,120,000
Earned value (BCWP)
$6,900,000
Estimate to complete
$4,400,000
Remaining budget
$3,660,000
Burn vs plan
121%
Current margin
-25%
Forecast margin
-6%
Over budget

Team

Engagement leadership. Full allocations land with the resource service.

Client
Sequoia State Gov
Industry
Public Sector
Account owner
Anika Söderberg
Partner
Anika Söderberg
Project manager
Theo Marchetti

Per-resource allocations and over/underutilization land with the resource-planning slice.

Delivery milestones

In-flight delivery milestones with PM-reported confidence.

No milestones recorded.

Risks & change events

Open risks and recent changes affecting scope, schedule, or staffing.

Open risks

  • High
    Legacy mainframe extraction blocking 3 workstreams
    Dependency · 90% likely · 3-workstream cascade delay
  • High
    State agency leadership change
    Client · 100% likely · Decisions paused for relationship rebuild
  • Medium
    Procurement audit on critical path
    Dependency · 50% likely · Possible 2-week procurement freeze

Recent change events

  • Risk
    Agency leadership change announced
    Apr 28, 2026 · Stakeholder reset
  • Schedule
    Wave 2 release pushed 5 weeks
    Apr 22, 2026 · +5 weeks
  • Scope
    Mainframe shim added to scope
    Apr 15, 2026 · +$700k effort

Leadership actions

Recommended interventions surfaced by health signals.

No interventions recommended this week.