Strategic Initiative Portfolio Dashboard

Meridian Financial Group • FY2025 Portfolio • $142M Total Investment

Portfolio Stress
74
↑ 16 pts (vendor bankruptcy)
Strategic ROI
1.42
↑ 0.08 vs. plan
Avg OKR Score
68
Target: 75+
Milestone Velocity
0.71
↓ 0.04 QoQ
Benefits Realized
64%
↑ 3% vs. Q3
Budget at Risk
$18M
3 critical initiatives

Portfolio Stress Heatmap

Horizon Investment Distribution

OKR Contribution by Tier

Initiative Master Table

Initiative Horizon Tier OKR Velocity Stress Sponsor Benefits Budget Status
Digital Onboarding Transformation H2 T1 71 0.51 91 44 38% $12.4M BLOCKED
Core Banking Modernization H2 T1 88 0.82 52 82 71% $24.1M ON TRACK
AI Fraud Detection Platform H2 T1 79 0.74 64 71 59% $9.8M AT RISK
Wealth Management Portal 2.0 H1 T1 92 0.88 34 91 83% $18.7M ON TRACK
Mobile App Redesign H1 T2 64 0.69 58 67 52% $6.2M AT RISK
Cloud Migration - Phase 3 H2 T2 57 0.63 61 55 48% $11.3M AT RISK
Regulatory Compliance Suite H1 T1 86 0.79 42 88 76% $14.9M ON TRACK
Customer Data Platform H2 T1 73 0.66 78 63 44% $10.5M BLOCKED

Dependency Health Index

Digital Onboarding → Customer Data Platform
15
Core Banking → Wealth Portal 2.0
88
AI Fraud → Compliance Suite
64
Mobile App → Digital Onboarding
22
Cloud Migration → All Infrastructure
61
Critical Alert
Vendor bankruptcy created 3 direct dependency blocks. Estimated recovery: 6-8 weeks.

Sponsor Engagement Trend

Benefits Realization by Phase

Budget Burn vs. Value Gap

Investment Tier Rebalancing Scenario