Initiative Status Dashboard – Transformation Portfolio Overview
The transformation portfolio consists of 18 initiatives across 6 segments. Execution progress is monitored through structured governance and milestone tracking.
18
Total Initiatives
Across 6 segments
12
On Track
67% of portfolio
5
At Risk
Require attention
1
Delayed
Immediate action
Segment-Level Execution Health
🏦
Retail
4 initiatives72%
avg completion
3 On Track1 At Risk
✓
Digital onboarding platform v2.0 launched
→
Customer journey mapping completion – Q2 2026
🏢
SME
3 initiatives65%
avg completion
2 On Track1 At Risk
✓
SME credit risk model v1 deployed
→
Cross-functional execution team formation – Q2 2026
🏛️
Corporate
2 initiatives80%
avg completion
2 On Track
✓
Governance structure established
→
Risk policy audit completion – Q2 2026
💰
Treasury
3 initiatives58%
avg completion
2 On Track1 Delayed
✓
Treasury management system integration
→
CASA growth strategy rollout – Q2 2026
📱
Digital
4 initiatives78%
avg completion
3 On Track1 At Risk
✓
Mobile app engagement features deployed
→
Digital product sales acceleration – Q2 2026
⭐
CX
2 initiatives60%
avg completion
1 On Track1 At Risk
✓
NPS baseline measurement established
→
Customer journey redesign – Q2 2026
Average Completion by Segment
Portfolio Health Radar
Avg Completion %
On Track %
All Initiatives – Status Summary
Q1 2026 · Quarterly Review| ID | Initiative | Segment | Status | Completion | Key Milestone Achieved | Next Milestone |
|---|---|---|---|---|---|---|
| R1 | Digital Onboarding Platform | Retail | On Track | 80% | Platform v2.0 launched; 45K new accounts onboarded digitally | Full STP integration by Q2 2026 |
| R2 | Retail Credit Risk Model Redesign | Retail | On Track | 75% | Credit risk policy audit completed; new model in UAT | Production deployment Q2 2026 |
| R3 | Customer Journey Mapping – Retail | Retail | At Risk | 55% | Current-state journey maps completed for 3 of 6 products | Future-state design workshops Q2 2026 |
| R4 | CASA Growth Initiative | Retail | On Track | 78% | CASA balance up 12% YTD; new savings products launched | Loyalty program integration Q2 2026 |
| S1 | SME Credit Portfolio Expansion | SME | On Track | 70% | Credit card portfolio size grew 22%; 3 new SME products launched | Expand to 5 new industry verticals Q2 2026 |
| S2 | SME Digital Banking Platform | SME | At Risk | 60% | Platform architecture finalized; pilot with 50 SME clients | Full platform launch Q2 2026 |
| S3 | SME Risk Governance Framework | SME | On Track | 65% | Governance structure established; risk committee formed | Policy documentation and training Q2 2026 |
| C1 | Corporate Banking Governance Redesign | Corporate | On Track | 85% | New governance structure approved by board; execution teams formed | Full implementation and monitoring Q2 2026 |
| C2 | Corporate Credit Risk Policy Redesign | Corporate | On Track | 75% | Risk policy audit completed; new policy framework drafted | Board approval and implementation Q2 2026 |
| T1 | Treasury Management System Upgrade | Treasury | At Risk | 45% | System selection completed; vendor contract signed | Phase 1 implementation Q2 2026 |
| T2 | CASA Balance Growth Strategy | Treasury | On Track | 68% | CASA strategy approved; product enhancements launched | Achieve SAR 2B incremental CASA Q2 2026 |
| T3 | Investment Portfolio Optimization | Treasury | Delayed | 35% | Portfolio analysis completed; optimization model developed | Regulatory approval for new instruments Q2 2026 |
| D1 | Mobile App Engagement Enhancement | Digital | On Track | 82% | App rating improved to 4.6/5; MAU up 35% YTD | AI-powered personalization features Q2 2026 |
| D2 | Digital Product Sales Acceleration | Digital | On Track | 78% | Digital product sales up 45% YTD; 6 new digital products launched | Cross-sell engine deployment Q2 2026 |
| D3 | Digital Transaction Penetration | Digital | At Risk | 65% | Digital transaction share at 68%; contactless payments launched | Achieve 75% digital transaction penetration Q2 2026 |
| D4 | Open Banking & API Platform | Digital | On Track | 70% | API gateway deployed; 3 fintech partnerships signed | SAMA Open Banking compliance Q2 2026 |
| CX1 | NPS Improvement Program | CX | At Risk | 58% | NPS baseline established at 42; root cause analysis completed | Implement top 5 NPS improvement actions Q2 2026 |
| CX2 | Branch Experience Transformation | CX | On Track | 62% | 15 branches renovated with new experience model; CSAT up 18% | Complete 30 additional branches Q2 2026 |