Consolidated View · This Year

Module 06

Strategic Initiatives

Where the company said it was going — and how far along it actually is.

Quarterly Rocks

Q3 company priorities

  • Launch Cosmos DX commercial platform

    On Track
    48%

    Owner: Alex M.

  • Managed Services to 30% of revenue

    On Track
    62%

    Owner: Prince R.

  • Gross margin to 45%

    At Risk
    34%

    Owner: Veronica R.

  • Reduce delivery cycle time by 20%

    On Track
    55%

    Owner: Cora T.

Objectives & Key Results

Company level

Become the reference partner in regulated industries

  • · 3 lighthouse logos (2/3)
  • · NPS ≥ 70 (67)
  • · 2 published case studies (1/2)

Build a durable recurring revenue base

  • · ARR $14M (11.4M)
  • · Renewal rate 95% (91%)
  • · Managed Svc margin 40% (36.1%)

Roadmap Milestones

Next 90 days

  1. Cosmos DX Phase 2 kickoff

    Aug 12

    On Track

  2. Board strategy offsite

    Sep 04

    On Track

  3. Managed Services pricing reset

    Sep 20

    At Risk

  4. Q4 operating plan lock

    Oct 15

    On Track

Strategic Risks

Owner assigned

  • Cash runway constrains hiring

    Veronica R.

    Critical

  • Key-person dependency in Data & AI

    Maria S.

    High

  • Northwind renewal concentration

    Devon P.

    High

Initiative Snapshot

Cross-company programs

On Track

Expand Managed Services to 30% of revenue

62%

Prince R.

On Track

Cosmos DX platform commercialization

48%

Alex M.

At Risk

Lift gross margin to 45%

34%

Veronica R.

On Track

Leadership succession depth 2x

71%

Maria S.