Five Teams.
One Portal.
Zero Room for Drift.

Cerulean Systems Customer Portal Rebuild — Kickoff, June 9 2025

CP-24

63%

of cross-functional projects miss their original scope target
Cerulean internal PMO audit, 2024

What We Heard

  • • Support wants ticket deflection
  • • Sales wants client-facing analytics
  • • Engineering wants API-first architecture

What We Agreed To

Reduce portal support load 40% by Q4 and ship client analytics v1

Scope Boundary — In, Out, Deferred

IN
  • • SSO
  • • Ticket dashboard
  • • Analytics v1
  • • Mobile-responsive
OUT
  • • Billing module
  • • Onboarding wizard
DEFERRED
  • • AI chat
  • • Custom branding

90-Day Milestone Map

Week 1 Kickoff Freeze DO Week 3 Design Review PS Week 6 Dev Handoff MF Week 10 UAT Open LV Week 13 Go-Live KT

RACI — Who Decides, Who Delivers

Decision Dana
PM		 Marcus
Eng		 Priya
Design		 Leo
Support		 Keiko
Exec
Design System C I A I I
API Architecture C A I C I
UAT Sign-off R C C A I
Go/No-Go R C C C A
Comms to Clients A I C C C

Effort Allocation by Phase

Risk Register — Likelihood vs. Impact

Likelihood Impact Low / High High / High Low / Low High / Low API vendor delay Design bottleneck UAT participation Scope creep
"

"If we don't name owners today, every decision defaults to a meeting next month. That's how Q4 slips."

— Keiko Tanaka, VP Product, Cerulean

Your Week-One Actions

  • Dana sends RACI for e-sign by EOD Fri
  • Marcus schedules API spike by Wed
  • Priya shares component audit Thurs
  • Leo identifies 3 UAT users by Fri
  • Keiko approves milestone map now
5

days to freeze