Northwell Financial · Implementation

Retail Bank Op-Model Redesign

Client
Northwell FinancialT1
Banking — Retail · Chicago · $680B assets
Practice & Delivery
Transformation
SDL
GMGarav Mehta
Team
GMRKLP
Contract value
$3.2M
Burned
$1.1M
Remaining
$2.1M
Days elapsed
283 / 375
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • ●
    Current-State Diagnosticcomplete
    due Mar 1, 2026
  • ◐
    Future-State Op Model Workshopin progress
    due May 11, 2026
  • ○
    Implementation Roadmapupcoming
    due Jun 29, 2026
  • ○
    Wave 1 Pilotupcoming
    due Sep 27, 2026
Recent Touchpoints
weekly statusApr 25, 2026
Workshop prep on track. Pre-reads circulated to client leadership.
GM
Compliance Checks
✓MSA in placepass
✓SOW signedpass
Asset Harvesting
  • Retail Op-Model Diagnostic ToolkitMar 11