Back to InitiativesMEDIUM RISK
Client 360
Unified client profile and insights
Primary MoS
Client Coverage
Target: 95 %
Cost Range
$0.8M - $1.0M
Owner
Sarah Chen
Target Date
10/31/2025
Strategic Mapping
Strategic Objectives
Elevate Client Experience & RetentionBuild Data & AI Foundation
Business Streams
Data & Intelligence Engine
Products
prod-c360
Projects
1 active project(s)
Gate Status Timeline
PVR
2025-01-10
ready
Intake
2025-01-20
ready
Prioritization
2025-02-01
ready
Architecture
2025-02-15
ready
Plan
2025-03-01
ready
Risks & Actions
MEDIUMdata
Data Quality Issues in Client 360
Inconsistent data formats across source systems affecting profile accuracy
Owner: Sarah ChenDue: 1/30/2026
Actions:
- •Implement data validation rules
- •Set up data quality monitoring
- •Create data cleansing pipeline
CRITICALsecurity
PCI Compliance Gap in Payments
Current payment processing flow does not meet all PCI DSS requirements
Owner: Emily ZhangDue: 1/20/2026
Actions:
- •Engage PCI auditor
- •Implement required controls
- •Update security documentation
MEDIUMcompliance
GDPR Consent Management
Need to enhance consent tracking for NPS survey data collection
Owner: Daniel OrtizDue: 2/10/2026
Actions:
- •Update consent forms
- •Implement consent tracking
- •Train support team