Customer Lifecycle Dashboard
Governance across Study → Proposal → Pricing Matrix → Contract → Project Initiation → Implementation → Validation → Sign-Off → Closure
Good morning — 0 overdue items need your attention
Live counts across KYC, compliance, approvals, contracts and lifecycle stages
Lifecycle Stage Pipeline
0 active cases · Study → Proposal → Pricing Matrix → Contract → Project Initiation → Implementation → Validation → Sign-Off → Closure
01Study
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02Proposal
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03Pricing Matrix
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04Contract
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05Project Initiation
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06Implementation
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07Validation
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08Sign-Off
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09Closure
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Modules
Direct access to all governance modules
Customer & Compliance
Ultimate Clients
Customer master
End-clients onboarded under the Associate Partner — direct, reseller-led or referred
Parties & Stakeholders
Multi-party governance
Regulators, ASPs, resellers, consultants, approvers & signatories
KYC & Due Diligence
Document & UBO checks
Mandatory checklist, reviewer comments & decisions
12 pending
Compliance Readiness
Readiness scoring
Risk indicators, gates, owners & approval blocks
Study
Commercial
Delivery
Delivery Hub
Workspace overview
Connected sequence: initiation → validation
Project Initiation
Charter & kickoff
Transition from commercial closure to delivery
Prerequisites
Readiness checklist
Mandatory items, evidence & escalation
4 overdue
Implementation Tracker
Milestones & tasks
Delivery governance with owners & blockers
18 active · 2 blocked
Issues / Risks / Changes
RAID + CR register
Severity, mitigation, escalation & status
Testing & Validation
UAT & defects
Test cases, evidence, retest & pass/fail
6 pending
Governance
Sign-Offs
Stage & final
Customer & internal acceptance with evidence
3 pending
Handover & Closure
Stabilization & archive
Post go-live validation & lessons learned
Documents
Central repository
Versioned & categorized across all modules
12,041 docs
Approvals
Pending & history
All approval categories with ageing
27 pending
Reports & Dashboards
Operational reporting
Lifecycle, ageing, partner & deviation summaries
Audit Trail
Immutable log
Date, user, module, old → new value
Pending Approvals
Across pricing, contracts, KYC, sign-offs
APR-9821Pricing Deviation
OPP-2025-0152 — Emirates Steel Arkan (-12%)
Approver
CFO
Ageing
3d
APR-9818Contract Legal Review
CTR-2025-0067 — Bahri Logistics MSA
Approver
Legal Director
Ageing
2d
APR-9815KYC
Qatar Fuel (WOQOD) — UBO refresh
Approver
Compliance Lead
Ageing
5d
APR-9812Proposal
OPP-2025-0163 — Oman Cables proposal v2
Approver
VP Sales
Ageing
1d
APR-9809Sign-Off
OPP-2025-0171 — DP World final sign-off
Approver
Customer Sponsor
Ageing
4d
APR-9805Compliance
Etihad Rail — readiness gate 2
Approver
Compliance Lead
Ageing
2d
Recent Activity
Last 24 hours
R. Iyer uploaded UAT evidence pack v3
OPP-2025-0148·10 min ago
S. Mansour submitted pricing deviation for approval
OPP-2025-0152·1 h ago
Legal — N. Patel added redlines to MSA
CTR-2025-0067·2 h ago
Compliance — L. Rashid approved KYC refresh
Almarai Foods Co.·3 h ago
A. Khalid marked prerequisite #14 complete
OPP-2025-0177·4 h ago
M. Al-Thani closed GAP item GAP-018
OPP-2025-0161·5 h ago
Active Opportunities
Latest activity across the lifecycle
| ID | Customer | Stage | Owner | Est. Txns/yr | Status | Next Action |
|---|---|---|---|---|---|---|
| OPP-2025-0148 | Almarai Foods Co. Saudi Arabia · TPL Gulf | Implementation | R. Iyer | 4,800,000 | Active | Phase 2 UAT scheduling |
| OPP-2025-0152 | Emirates Steel Arkan UAE · GovTech MENA | Pricing Matrix | S. Mansour | 2,100,000 | Pending Approval | Pricing deviation approval (CFO) |
| OPP-2025-0157 | Bahri Logistics Saudi Arabia · TPL Gulf | Contract | A. Khalid | 980,000 | Pending Signature | Customer counter-signature |
| OPP-2025-0161 | Qatar Fuel (WOQOD) Qatar · Doha Digital | Study | M. Al-Thani | 6,400,000 | In Review | Workshop closure & GAP report |
| OPP-2025-0163 | Oman Cables Industry Oman · Muscat IT | Proposal | F. Al-Balushi | 540,000 | Draft | Internal proposal approval |
| OPP-2025-0168 | Saudi Electricity Co. Saudi Arabia · TPL Gulf | Validation | R. Iyer | 11,200,000 | Active | UAT defect retest cycle 3 |
| OPP-2025-0171 | DP World Jebel Ali UAE · GovTech MENA | Sign-Off | S. Mansour | 8,900,000 | Pending Approval | Final implementation sign-off |