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Align roles · GlobalBank

Re-alignment assigns concrete tasks to AE, SC, and FDE for this account so combined delivery value returns.

What triggered this gap

5 signals
GitHub

5 of last 7 bridge commits authored by customer (tk@globalbank.com)

Vendor-scoped infra work is happening outside FDE ownership

Slack

Customer lead: "Going to draft the cutover sequence ourselves"

Cutover sequencing is an FDE deliverable without joint AE/SC/FDE plan

Decision log

ADR-014 · 0 reviewers · 11 days since last FDE-approved entry

Shared cadence broke — no role signed off on scope changes

Twin progress

Time elapsed 74% vs deliverables shipped 42% (32pp wedge)

Effort accruing faster than outcomes — classic misaligned ownership

Gong

Apr 28 call · sentiment −0.31 on production cutover

Commercial and delivery stories diverged in front of the buyer

Re-alignment · tasks by role

AE · SC · FDE · Manager
AEAlex Rivera2 tasks
  • Reconfirm commercial owner and cutover date with economic buyer

    Buyer hears one story from AE — not competing SC/FDE timelines

    Today
  • Schedule 30-min AE · SC · FDE sync on GlobalBank ownership matrix

    Shared cadence restored for this account

    Today
SCSam Chen2 tasks
  • Lock POC success criteria for CDC path (sandbox access + latency)

    Technical validation scope is unambiguous before cutover talk

    Today
  • Update discovery MEDDIC decision process with joint ownership notes

    Discovery record reflects who owns infra vs customer work

    Tomorrow
Forward Deployed EngineerJordan Park2 tasks
  • Publish cutover RACI and reclaim VPC peering as FDE-owned deliverable

    Customer stops authoring vendor-scoped infra without sign-off

    Today
  • Review ADR-014 and require AE/SC co-sign before next commit merge

    Decision log cadence resumes with multi-role review

    Tomorrow
ManagerDiego Park1 task
  • Confirm alignment plan and track handoff SLA until twin progress recovers

    Engine health reflects restored combined delivery value

    This week
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