Wealth Platform Re-architecture
Mobilization · FixedFee · Jun 1, 2026 → Apr 30, 2027
Project on track
All signals nominal.
Health drivers
Signals contributing to overall project health.
All signals nominal.
Financial health
Burn vs. plan, margin now and at completion.
- Total budget
- $5,400,000
- Actual cost
- $0
- Planned value (BCWS)
- $0
- Earned value (BCWP)
- $0
- Estimate to complete
- $5,400,000
- Remaining budget
- $5,400,000
- Burn vs plan
- —
- Current margin
- —
- Forecast margin
- 0%
On plan
Team
Engagement leadership. Full allocations land with the resource service.
- Client
- Meridian Bank
- Industry
- Financial Services
- Account owner
- Marcus Whitfield
- Partner
- Priya Raghavan
- Project manager
- Cora Bellingham
Per-resource allocations and over/underutilization land with the resource-planning slice.
Readiness milestones
Kickoff, charter sign-off, and staffing readiness milestones.
No milestones recorded.
Risks & change events
Open risks and recent changes affecting scope, schedule, or staffing.
Open risks
No open risks.
Recent change events
No changes recorded in the last reporting period.
Leadership actions
Recommended interventions surfaced by health signals.
- MediumVerify staffing readiness before start date.Ramp-up phase: confirm role coverage and start-date readiness.