Northwell Financial · Assessment

Branch Operations Diagnostic

← All engagements
Client
Northwell FinancialT1
Banking — Retail · Chicago · $680B assets
Practice & Delivery
Transformation
SDL
RKRachel Kim
Team
RKED
Contract value
$280K
Burned
$90K
Remaining
$190K
Days elapsed
18 / 56
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • ●
    Kickoffcomplete
    due Apr 14, 2026
  • ◐
    Branch Visits Completein progress
    due May 14, 2026
  • ○
    Diagnostic Readoutupcoming
    due Jun 7, 2026
Recent Touchpoints
No touchpoints logged yet.
Compliance Checks
✓MSA in placepass
✓SOW signedpass
Asset Harvesting
No assets harvested yet — initiate at next milestone.