LevelShift
Truist
AI & Data · Test Data Management — Engagement Governance
KT Phase · Week 3 of 8
Live
--:--:-- EDT
Engagement Health
Senior management view · Week 3 of 52 · Fixed-price operating model · $3M engagement
Delivery KPIs
App Onboarding
312 / 700
44.6% of total scope privatised
↑ +8 this week · on plan
TDM Maturity
2.4 / 5
Repeatable → Target: Managed (4.2)
L1L2L3L4L5
Service Delivery
96.4%
P1 target 99% · P2 target 95%
→ 1 P1 miss W2 · resolved
Governance Items
7
2 High · 4 Medium · 1 Low
↑ +1 this week (GenRocket)
Account Health
CSAT Score
4.2 / 5
Quarterly survey · Apr '26
↑ +0.3 from last quarter
Budget Variance
-2.1%
Favorable · $6K under month
↓ Under spend · ramp phase
Milestones
7 / 8
87.5% on-track
1 delayed · GenRocket scope
Team Deployed
24 / 35
68.6% · full deploy Q3 '26
11 resources onboarding
Engagement Roadmap
May 2026 – Apr 2027 · 12-month fixed-price
Program Health
RAG · as of today
ScheduleGREEN
BudgetGREEN
ScopeAMBER
ResourcingAMBER
KT ProgressGREEN
Masking ComplianceGREEN
DCT CoverageGREEN
Application Onboarding Pipeline
700 total in scope · May '26 – Dec '27 contract period
Privatised312(44.6%)
In Progress42(6.0%)
In Assessment68(9.7%)
Not Yet Started278(39.7%)
Budget Burn vs Plan
$3.0M fixed · monthly cumulative · FY2026–27
Delphix DCT — Control Tower
Source → non-prod governance · live
Source DBs
48
registered
Managed Envs
7
all non-prod
Self-Service
34%
no-ops prov.
Assignments
23
active in DCT
Knowledge Transition
Tool-backed structured handover · 8-week program · Target: Jun 27, 2026
KT Progress by Capability Area
% completed + validated
Sessions — Planned vs Completed
31 sessions across 8 weeks
Knowledge Readiness Score
Current vs Week-8 target · /100
KT Phase Tracker
4-phase · 8-week structured handover
Knowledge Transfer — Artefact Library
Tool-backed · all artefacts maintained in engagement toolchain · click to preview or download
Document / Template
Source Platform
Status
Capability Areas
Seven delivery capability areas · LevelShift operating model · KT readiness & delivery metrics
Application Onboarding Ramp
Actual vs Target · May 2026 – Apr 2027
Intake Requests by Type
Test data demand · W1–W3 actuals
Non-Production Environment Health
8 environments · Delphix-managed · last refresh 14 min ago