Enterprise 360 - Actionable Insights & Packs
May 2026 - Data & AI Roadmap Delivery
M3: May 2026 Go-Live
Actionable Insights
Board Pack
CEO Dashboard
Market Intelligence
Deal Risk & Opportunities
DEAL AT RISK
Golden Pass LNG Phase 2 - Shell/QatarEnergy
Value: $185M | Issue: Competitor proposal being evaluated (Decision in 10 days)
ACTION: Schedule executive briefing with decision maker, provide competitive proof points
DEAL AT RISK
Amazon AWS Data Center - Amazon Web Services
Value: $198M | Issue: Delay in contract negotiations (Estimated 2-week slip)
ACTION: Escalate to VP level, provide template contracts for faster review
NEW OPPORTUNITY
IIR/Dodge Notification: New LNG Terminal Project - Gulf Region
Estimated Value: $120M+ | Project: LNG-2026-045
ACTION: Assign to Marathon account owner, brief team on project scope
CUSTOMER HEALTH ALERT
ExxonMobil - NPS Declining
NPS down 15 points over 6 months | Risk Score: HIGH
ACTION: Schedule executive business review, identify service improvement areas
Board Strategic Review Pack
Quarterly Executive Summary + Deep Dives
KEY KPIs:
12.5%
Market Share
Target: 15%
67%
Win Rate
Target: 70%
$2.8M
Customer LTV
Target: $3.2M
Strategic Recommendations:
  • 📊 Data Centers - Emerging High-Growth Segment
    Growth: +12.3% YoY vs. Industrial avg +8.5% | Opportunity: 35 projects, $560M
    Recommended Action: Shift strategic focus to Data Center vertical
  • 📍 Geographic Expansion
    Southeast showing +18% growth in pipeline | New office opportunity in Atlanta/Charlotte
    Recommended Action: Approve expansion into Southeast region
  • ⚠️ Risk Mitigation
    Customer concentration: Top 10 = 35% of revenue | Mitigation plan underway
    Recommended Action: Diversify revenue streams, increase commercial segment focus
CEO Operating Dashboard
Weekly + Monthly Deep Dive Real-Time Operating Metrics
CURRENT PERFORMANCE:
$850M
ARR
Target: $925M (92%)
$2.4B
Total Pipeline
Target: $2.6B (92%)
42d
Deal Velocity
Target: <35d
KEY INSIGHTS & ACTIONS:
  • ✅ YTD Performance Strong
    103% of quota through May - tracking for strong H1 close
  • 📈 Technology Investment ROI
    AI forecast accuracy +40% | Deal cycle -15% | Proposal time -37%
  • ⚠️ Talent Risk
    Top 3 reps being recruited by competitors | Retention bonuses approved
Market Intelligence Dashboard
Total Addressable Market
$6.7B+
Industrial: $4.2B (62%)
Commercial: $2.5B (38%)
Top 10 Customers
$1.7B
35% of market opportunity
Requires strategic focus
Growth Segments
Data Centers
$560M | +12.3% growth
35 projects active
Regional Breakdown:
Gulf Region
$1.07B | 72% Industrial
Key: LNG, Refineries, Chemicals
Northeast
$1.03B | 65% Commercial
Key: Buildings, Data Centers, Pharma
Southeast
$892M | Growth Region
Key: Data Centers, Healthcare