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Account Health Snapshot

Adoption Score
54/100
Below target threshold
Engagement Trend
+2pts
Last 30 days
Feature Depth Score
38/100
Limited feature utilization
Executive Sponsor
Active
David Chen engaged

Adoption by Team

Risk & Compliance
88%
Retail Banking Ops
81%
Treasury
74%
Wealth Management
43%
Commercial Lending
22%
HR Analytics
11%

High Adopter: Risk & Compliance

14
Monthly reports fully automated
3.2 hrs
Saved per analyst per week
100%
On-time board pack delivery

Partial Adopter: Wealth Management

Manual
Still generating reports manually
4-6 hrs
Weekly analyst time on reporting
Delayed
Inconsistent executive briefing timeline
22% Commercial Lending

Root Cause Analysis

No Department Champion
Original sponsor left organization in Month 4; no replacement named during onboarding handoff
Integration Gap
Salesforce CRM data source not mapped; team cannot track pipeline metrics in Pulse
Training Not Delivered
Commercial lending use-case training session was scheduled but never completed

Why HR Analytics Stalled

Team Reorganization
Department restructure in Month 3 disrupted rollout; original champion reassigned to different function
Fix: Re-establish sponsor with Sasha Morrow
New Director Not Briefed
Sasha Morrow, new HR director (in seat 6 weeks), has not yet received Pulse product overview or value brief
Fix: Executive intro call scheduled Week 1
Dashboards Not Configured
HR-specific turnover, headcount, and engagement dashboards were in queue but never built out
Fix: Custom HR dashboards delivered Week 6
3.2 hrs

Saved per analyst per week when Pulse is fully embedded — Risk team average.

Projected across all 120 licensed seats:
384 hrs/week returned to the business.

The 90-Day Activation Sprint

W1
Week 1
Executive kick-off email sent to Commercial Lending VP and Sasha Morrow by David Chen
W3
Week 3
Salesforce CRM integration live; Commercial Lending pipeline data flowing into Pulse dashboards
W6
Week 6
HR dashboards configured and custom training complete; Sasha Morrow team onboarding session delivered
W12
Week 12
Adoption target 75% across all teams; health score review and renewal prep meeting scheduled
$186K
Annual Recurring Revenue

At risk if adoption score stays below 55 at renewal in 90 days

If Sprint Fails

67%
Churn probability
Per cohort data: accounts below 55 adoption score at renewal
$186K
ARR loss projected

If Sprint Succeeds

8%
Churn probability
Per cohort data: accounts above 75 adoption score
41%
Expansion probability
+$92K
Average upsell value in Year 2

What We Are Committing

Dedicated Implementation Specialist
Priya Mehta assigned for 90 days — your single point of contact for Commercial Lending and HR activation
Weekly Adoption Office Hours
Live drop-in sessions every Tuesday 2-3pm ET for any team member with questions, technical blockers, or training needs
Custom Dashboards at No Charge
HR turnover, headcount analytics, and Commercial Lending pipeline dashboards built and delivered by Week 6 — no additional cost

One email from you to Commercial Lending VP and Sasha Morrow — today.

That's the unlock.
We own everything else.