MBS CX Transformation Roadmap

Executive visibility · Configured for Master Builders Solutions

Current Phase

Phase 1 · Foundation & Vision

CX Action Statement, executive alignment, and the rhythm that will carry MBS through the next nine months.

Open roadmap Trackeron momentum.
Overall roadmap progress
18%
24
of 132 tasks
3
active blockers
13%
ROI tracked
Tasks Completed
24 / 132
+6 in last 14 days
Active Blockers
3
2 waiting on MBS · 1 vendor
Next Milestone
Mar 22
CX Action Statement finalization
Value Tracked YTD
$18.5K
of $140.4K projected annual
12-month plan

Phase timeline

View roadmap
Phase 0Complete
MB Connect Launch Sprint
First 30 Days
100% complete
Phase 1Active
Foundation & Vision
Months 1–3
62% complete
Phase 2Upcoming
Systems, Standards & CX Cycle
Months 4–6
8% complete
Phase 3Upcoming
Ownership, SLAs & Workflow Redesign
Months 7–9
0% complete
Phase 4Upcoming
Adoption, Measurement & Continuous Improvement
Months 10–12
0% complete
Attention

Open blockers

  • Launch enhanced MB Connect positioning
    Owner: Diane Okafor · Due 2025-02-25
    Waiting on MBS
Upcoming

Milestones in motion

  • Prepare internal rally cry communication
    Phase 1 · Maya Chen
    In ProgressDue 2025-02-18
  • Analyze MBS Co SAT results
    Phase 1 · Alex Rivera
    In ProgressDue 2025-03-10
  • Facilitate Quarterly Session 1: Foundation & Vision
    Phase 1 · Maya Chen
    In ProgressDue 2025-03-18
Decisions Needed

From MBS leadership

  • Approve final CX Action Statement language
    Bruce Whitman · needed by Mar 18
  • Confirm Salesforce/SAP integration priority order
    Steering Committee · needed by Apr 04
  • Sign off on weekly CX rhythm cadence
    Diane Okafor · needed by Mar 25
Momentum

Recently completed

  • Confirm MBS CX Steering Committee
    Phase 1 · Diane Okafor
  • Finalize executive buy-in strategy for Bruce
    Phase 1 · Maya Chen
  • Confirm HAVEN vs. MBS responsibility matrix
    Phase 0 · Alex Rivera
  • Hold client kickoff call
    Phase 0 · Joint Team
MBS-owned

Tech dependencies at risk

View all
  • Salesforce / SAP integration priorities defined
    At RiskRavi Patel · target 2025-04-10
  • Order intake workflow configured
    BlockedDiane Okafor · target 2025-05-01
Value Stack

Projected annual value

Open tracker
$140.4K
Net created ≈ $66K · ROI 89%
Reclaimed Team Productivity$39.6K
Reduced Order Rework$19.8K
Reduced Claims/Credit Leakage$36.0K
Protected Customer Revenue$45.0K
Illustrative estimate based on conservative assumptions.