Study Data · Part 1 · Indicator Deep-Dive Analysis

How many months has the engagement been in its current stage?

Indicator C037 · By Phil Hatch · Akholi · October 9, 2026

Indicator Specification

Table 1. Indicator specificationTable
FieldValue
Indicator codeC037
Question as askedHow many months has the engagement been in its current stage?
Failure categoryNot one of the 100 rated indicators
Place in the surveyEngagement Details > 2.2 Timeline and Status > Timeline
Indicator classEngagement attribute
Indicator typeTyped number
Response scaleA number, as typed or recorded
Answering base794 of 850 respondents, across 150 of 150 engagements
Non-answersI do not know 0, I prefer to not answer 0, blank 56
Written responses coded to the indicator3 responses from 3 respondents on 3 engagements (0 primary, 3 secondary)

Summary of Findings

Table 2. Key results: association of the indicator with the four study measuresTable
MeasureFormnr95% CIp
Cancellation rateDescriptive contrast150 engagements−0.10−0.25 to 0.060.233
Customer satisfactionClean estimate94 engagements0.07−0.13 to 0.270.488
Engagement indicator meanFull150 engagements0.15−0.01 to 0.300.069
Intent to leaveRespondent level, clustered745 respondents−0.11−0.26 to 0.060.166

Respondents reported a mean time in the current stage in months (mean 3.1, median 2.0, n = 794 respondents). The association with cancellation was equivalent to zero (TOST p 0.005). The associations with customer satisfaction on active engagements (TOST p 0.012) and with the engagement indicator mean (TOST p 0.027) were also equivalent to zero. The association with intent to leave was equivalent to zero as well (TOST p 0.009). Time in stage differed after Holm control by class of work (Welch F 7.01, Holm p 0.046, omega squared 0.038), by engagement status and lifecycle stage (Welch F 22.61, Holm p < 0.001, omega squared 0.293), and by vendor type (Welch F 4.38, Holm p 0.005, omega squared 0.018).

The indicator had 3 written responses coded to it, from 3 of 850 respondents on 3 of 150 engagements. All 3 scored responses were negative. No response carried the strongest negative score, −10. Every response was a secondary response, written in answer to a question outside the indicator’s own survey section.

Distribution of Responses

Table 3. Distribution of responses, respondent levelTable
AnswerRespondentsShare of answered (base 794)Cumulative shareEngagements with at least oneShare of 150 engagementsDistressed
1.0 to 2.840751.26%51.26%7550.00%Not applicable
2.8 to 4.624330.60%81.86%4731.33%Not applicable
4.6 to 6.4779.70%91.56%1510.00%Not applicable
6.4 to 8.2405.04%96.60%74.67%Not applicable
8.2 to 10.040.50%97.10%10.67%Not applicable
10.0 to 11.8151.89%98.99%32.00%Not applicable
11.8 to 13.630.38%99.37%10.67%Not applicable
13.6 to 15.400.00%99.37%00.00%Not applicable
15.4 to 17.200.00%99.37%00.00%Not applicable
17.2 to 19.050.63%100.00%10.67%Not applicable
I do not know0Not in baseNot in base00.00%Not applicable
I prefer to not answer0Not in baseNot in base00.00%Not applicable
Answered, total794100.00%150100.00%
Table 4. Distribution of responses, engagement levelTable
Engagement level summaryEngagementsMean of engagement meansSDMinMedianMaxEngagements with a distressed meanShare of engagements distressed
Engagement means, as recorded1503.22.61.02.519.0Not applicableNot applicable

The study set mean was 3.1 on 794 answering respondents, with a median of 2.0.

Coverage and Origin of Written Responses

Figure 1. Written responses coded to the indicator, by the question answered and by written score (n = 3 responses)Exhibit
000111C114 (secondary)C055 (secondary)C030 (secondary)Written responses−10 Strongly negative−5 Negative0 Neutral+5 Positive+10 Strongly positive
Note: Primary responses were written in answer to a written-answer question in the indicator’s own survey section. Secondary responses were written in answer to a question outside that section and coded to the indicator because their content addressed it. Segments run from −10, strongly negative, in full amber at the left to +10, strongly positive, in the darkest gray at the right. Segments of 3 or more responses are labeled with their count where the drawn segment can hold the label. C030 asked: “What are the top 3 things that you love most about your job?” C055 asked: “How does the vendor manipulate performance reports and dashboards?” C114 asked: “Add any comments on the customer organization that the ratings in this section do not capture.”
Table 5. Written responses by originTable
OriginResponsesRespondentsEngagementsNegativeStrongest negative (−10)PositiveMean written score
Primary000a
Secondary3333 of 30 of 30 of 3‡
All responses3333 of 30 of 30 of 3‡
Note: ‡ Base under 10. No statistic is reported. a No scored responses.

All 3 responses were secondary responses. The secondary responses came from 3 respondents on 3 engagements, in answer to 3 questions outside the indicator’s own survey section (C030 with 1 response, C055 with 1 response and C114 with 1 response).

Distribution of Written Sentiment

Figure 2. Distribution of written sentiment (n = 3 scored responses)Exhibit
0 of 3−10 Stronglynegative3 of 3−5 Negative0 of 30 Neutral0 of 3+5 Positive0 of 3+10 Stronglypositive
Note: Column height is the count of scored responses. With fewer than 10 scored responses, labels give counts only.

The indicator has no good or bad end. Under the coding rulebook’s rule for such indicators, the written score records the effect each response states on the engagement or on the respondent. The survey question is “How many months has the engagement been in its current stage?” The frequency, scope and consequence a response states set the strength of its score. A score of +10 marks a response that describes “this attribute of the engagement as helping the engagement at its best.” A score of −10 marks a response that describes “this attribute as harming the engagement at its worst . . . .”

The distribution was reported as counts only, because fewer than 10 responses carried a score. Of the 3 scored responses, all were negative and none carried the strongest negative score.

Descriptive Statistics by Segment

Table 6a. Descriptive statistics by segment, part 1 of 2Table
SegmentBaseAnsweredAnswer rateEngagementsMean95% CISD
Study set85079493.41% of 8501503.12.9 to 3.32.5
Outsourcing model
CXM23221994.40% of 232422.92.6 to 3.32.6
ITO24422793.03% of 244403.12.8 to 3.42.2
BPO20919392.34% of 209373.02.8 to 3.21.6
KPO16515593.94% of 165313.63.1 to 4.13.4
Institution type
Asset management13212493.94% of 132243.73.2 to 4.22.9
Wealth management and private banking14013092.86% of 140232.52.3 to 2.81.4
Investment banking (advisory and capital-markets origination)10510297.14% of 105193.93.0 to 4.74.2
Insurance (life, property and casualty, health)787292.31% of 78142.82.4 to 3.11.6
Commercial and business banking827793.90% of 82133.12.7 to 3.51.8
Payments and merchant acquiring (networks, acquiring, processing)716185.92% of 71133.52.8 to 4.12.5
Credit card and payments issuing736791.78% of 73122.82.3 to 3.42.3
Retail and consumer banking737095.89% of 73122.62.3 to 2.91.4
Markets and trading (sales and trading, global markets)575392.98% of 57112.82.4 to 3.31.6
Private equity and private capital393897.44% of 3993.12.3 to 3.92.3
Process family
Corporate and back-office functions24823895.97% of 248472.82.5 to 3.01.6
Technology engineering and operations20419193.63% of 204352.62.4 to 2.91.8
Client servicing and communications948590.43% of 94163.93.3 to 4.63.0
Trade, settlement and reconciliation807391.25% of 80154.83.6 to 5.94.7
Payments, cards and disputes737095.89% of 73123.42.8 to 4.02.7
Credit, underwriting and suitability575392.98% of 5792.62.1 to 3.22.1
Regulatory, audit, tax and legal514690.20% of 5192.42.0 to 2.91.5
Financial crime and client onboarding433888.37% of 4373.73.2 to 4.21.5
Class of work
LOB Operational45141491.80% of 451763.73.4 to 3.93.0
Corporate Functional39938095.24% of 399742.52.4 to 2.71.6
Engagement status and lifecycle stage
Active, Build-Out17516795.43% of 175311.71.6 to 1.80.6
Active, Transition/Cut-Over25022891.20% of 250433.13.0 to 3.31.3
Active, Production1039895.15% of 103206.55.7 to 7.23.8
Canceled32230193.48% of 322562.82.5 to 3.12.3
Respondent role
Individual Contributor66761492.05% of 6671503.12.9 to 3.32.5
Engagement Manager150150100.00% of 1501503.22.8 to 3.62.6
Portfolio Director312890.32% of 31283.0†2.1
Customer Management Executive222 of 22‡
Vendor type
IT services major31629392.72% of 316593.23.0 to 3.52.0
BPO specialist19818593.43% of 198372.62.3 to 2.92.1
Consulting firm11710993.16% of 117233.72.9 to 4.54.1
Boutique or specialist provider878496.55% of 87173.52.8 to 4.13.0
Pure-play agentic AI firm757093.33% of 75142.62.3 to 2.91.3
Not reported, recovered by engagement575392.98% of 57432.92.4 to 3.51.9
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.
Table 6b. Descriptive statistics by segment, part 2 of 2Table
SegmentMinQ1MedianQ3MaxDistressed nDistressed %
Study set1.02.02.04.019.0Not applicableNot applicable
Outsourcing model
CXM1.01.02.03.012.0Not applicableNot applicable
ITO1.01.03.03.011.0Not applicableNot applicable
BPO1.02.03.04.07.0Not applicableNot applicable
KPO1.02.03.04.019.0Not applicableNot applicable
Institution type
Asset management1.01.03.05.011.0Not applicableNot applicable
Wealth management and private banking1.01.02.03.07.0Not applicableNot applicable
Investment banking (advisory and capital-markets origination)1.01.03.05.019.0Not applicableNot applicable
Insurance (life, property and casualty, health)1.01.82.04.06.0Not applicableNot applicable
Commercial and business banking1.02.02.05.06.0Not applicableNot applicable
Payments and merchant acquiring (networks, acquiring, processing)1.02.03.03.012.0Not applicableNot applicable
Credit card and payments issuing1.01.52.03.08.0Not applicableNot applicable
Retail and consumer banking1.01.32.03.06.0Not applicableNot applicable
Markets and trading (sales and trading, global markets)1.01.03.03.06.0Not applicableNot applicable
Private equity and private capital1.02.02.04.09.0Not applicableNot applicable
Process family
Corporate and back-office functions1.01.02.04.07.0Not applicableNot applicable
Technology engineering and operations1.01.02.03.09.0Not applicableNot applicable
Client servicing and communications1.02.03.06.011.0Not applicableNot applicable
Trade, settlement and reconciliation1.02.03.05.019.0Not applicableNot applicable
Payments, cards and disputes1.02.02.04.012.0Not applicableNot applicable
Credit, underwriting and suitability1.01.02.03.08.0Not applicableNot applicable
Regulatory, audit, tax and legal1.01.03.03.06.0Not applicableNot applicable
Financial crime and client onboarding1.03.03.04.06.0Not applicableNot applicable
Class of work
LOB Operational1.02.03.04.019.0Not applicableNot applicable
Corporate Functional1.01.02.03.09.0Not applicableNot applicable
Engagement status and lifecycle stage
Active, Build-Out1.01.02.02.03.0Not applicableNot applicable
Active, Transition/Cut-Over1.02.03.04.06.0Not applicableNot applicable
Active, Production2.04.06.07.019.0Not applicableNot applicable
Canceled1.01.02.03.011.0Not applicableNot applicable
Respondent role
Individual Contributor1.02.02.04.019.0Not applicableNot applicable
Engagement Manager1.02.02.54.019.0Not applicableNot applicable
Portfolio Director1.02.02.04.09.0Not applicableNot applicable
Customer Management Executive‡ n = 2
Vendor type
IT services major1.02.03.04.09.0Not applicableNot applicable
BPO specialist1.01.02.03.012.0Not applicableNot applicable
Consulting firm1.02.02.03.019.0Not applicableNot applicable
Boutique or specialist provider1.02.02.04.011.0Not applicableNot applicable
Pure-play agentic AI firm1.02.02.04.05.0Not applicableNot applicable
Not reported, recovered by engagement1.02.03.03.011.0Not applicableNot applicable
Note: ‡ Base under 10. No statistic is reported.

Figures are respondent level. Means are on the scale as recorded. A level under 30 prints no interval and a level under 10 prints counts only.

Tests of Difference Between Segments

Table 7a. Tests of difference between segments, part 1 of 2Table
Segment familyWelch FdfpHolm pOmega squared90% CI
Outsourcing model0.203, 76.00.8931.000−0.0140.000 to 0.021
Institution type0.628, 49.80.7601.000−0.0140.000 to 0.051
Process family1.284, 34.80.2981.0000.0420.000 to 0.131
Class of work7.011, 116.80.0090.0460.0380.006 to 0.109
Engagement status and lifecycle stage22.613, 59.5< 0.001< 0.0010.2930.199 to 0.389
Respondent role0.102, 70.00.9051.000−0.0020.000 to 0.002
Vendor type4.385, 238.1< 0.0010.0050.0180.006 to 0.040
Table 7b. Tests of difference between segments, part 2 of 2Table
Segment familyKruskal-Wallis HpDistressed chi-squaredfpCramer’s VLevels left out
Outsourcing model2.860.414Not applicableNot applicableNone
Institution type3.590.892Not applicableNot applicablea
Process family4.540.337Not applicableNot applicableb
Class of work5.010.025Not applicableNot applicableNone
Engagement status and lifecycle stage49.03< 0.001Not applicableNot applicableNone
Respondent role0.250.881Not applicableNot applicablec
Vendor type19.500.002Not applicableNot applicableNone
Note: a Private equity and private capital, n = 9. b Credit, underwriting and suitability, n = 9, Regulatory, audit, tax and legal, n = 9, Financial crime and client onboarding, n = 7. c Customer Management Executive, n = 2.

Engagement families were tested on engagement means, and respondent role and vendor type were tested on respondents. A distressed p marked exact is a Fisher exact test for a two by two table, and one marked simulated is a Monte Carlo test run until its p is stable to the third decimal, both used where an expected count is under 5. Class of work differed after Holm control (Welch F 7.01, Holm p 0.046, tested on engagement means). In Descriptive Statistics by Segment, LOB Operational had the highest mean, 3.7 (n = 414 respondents), and Corporate Functional the lowest, 2.5 (n = 380 respondents). Engagement status and lifecycle stage differed after Holm control (Welch F 22.61, Holm p < 0.001, tested on engagement means). In Descriptive Statistics by Segment, Active, Production had the highest mean, 6.5 (n = 98 respondents), and Active, Build-Out the lowest, 1.7 (n = 167 respondents). Vendor type differed after Holm control (Welch F 4.38, Holm p 0.005, tested on respondents). In Descriptive Statistics by Segment, Consulting firm had the highest mean, 3.7 (n = 109 respondents), and BPO specialist the lowest, 2.6 (n = 185 respondents). No difference held after Holm control for outsourcing model, institution type, process family and respondent role.

Association with Cancellation Rate

The share of engagements canceled on the study date, measured at engagement level (base 150 engagements, 56 canceled). The association is a descriptive contrast, inflated because canceled engagements were rated after cancellation, and is not predictive.

Table 8a. Association with cancellation rate by segment, part 1 of 2Table
SegmentEngagementsCanceledCancellation ratePoint-biserial r95% CIpHolm p
Study set1505637.33% of 150−0.10−0.25 to 0.060.2331.000
Outsourcing model
CXM421535.71% of 42−0.09−0.38 to 0.220.5921.000
ITO401537.50% of 40−0.06−0.36 to 0.260.7281.000
BPO371437.84% of 37−0.21−0.50 to 0.120.2091.000
KPO311238.71% of 31−0.10−0.44 to 0.260.5971.000
Institution type
Asset management241354.17% of 24−0.15†0.4831.000
Wealth management and private banking23834.78% of 23−0.29†0.1851.000
Investment banking (advisory and capital-markets origination)19947.37% of 19−0.10†0.6891.000
Insurance (life, property and casualty, health)14535.71% of 140.01†0.9801.000
Commercial and business banking13430.77% of 130.30†0.3191.000
Payments and merchant acquiring (networks, acquiring, processing)13323.08% of 13−0.09†0.7801.000
Credit card and payments issuing12541.67% of 12−0.44†0.1511.000
Retail and consumer banking12433.33% of 120.16†0.6101.000
Markets and trading (sales and trading, global markets)11327.27% of 11−0.09†0.7811.000
Private equity and private capital922 of 9‡
Process family
Corporate and back-office functions471940.43% of 47−0.19−0.45 to 0.100.2011.000
Technology engineering and operations351028.57% of 35−0.19−0.49 to 0.150.2651.000
Client servicing and communications16956.25% of 16−0.06†0.8281.000
Trade, settlement and reconciliation15853.33% of 15−0.10†0.7261.000
Payments, cards and disputes12216.67% of 12−0.38†0.2241.000
Credit, underwriting and suitability911 of 9‡
Regulatory, audit, tax and legal944 of 9‡
Financial crime and client onboarding733 of 7‡
Class of work
LOB Operational763039.47% of 76−0.06−0.28 to 0.170.6351.000
Corporate Functional742635.14% of 74−0.23−0.43 to 0.000.0511.000
Engagement status and lifecycle stage
Active, Build-Out3100.00% of 31Not computable, no variation in cancellation
Active, Transition/Cut-Over4300.00% of 43Not computable, no variation in cancellation
Active, Production2000.00% of 20Not computable, no variation in cancellation
Canceled5656100.00% of 56Not computable, no variation in cancellation
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.
Table 8b. Association with cancellation rate by segment, part 2 of 2Table
SegmentOdds ratio per point95% CIAUCRate, distressed engagementsRate, other engagementsFisher pTOST p
Study set0.910.79 to 1.060.59Not applicableNot applicableNot applicable0.005
Outsourcing model
CXM0.930.73 to 1.200.63Not applicableNot applicableNot applicable0.081
ITO0.950.71 to 1.270.61Not applicableNot applicableNot applicable0.062
BPO0.750.48 to 1.170.63Not applicableNot applicableNot applicable0.290
KPO0.930.72 to 1.200.50Not applicableNot applicableNot applicable0.133
Institution type
Asset management0.90† n = 240.63Not applicableNot applicableNot applicable0.235
Wealth management and private banking0.60† n = 230.64Not applicableNot applicableNot applicable0.473
Investment banking (advisory and capital-markets origination)0.95† n = 190.56Not applicableNot applicableNot applicable0.199
Insurance (life, property and casualty, health)1.01† n = 140.54Not applicableNot applicableNot applicable0.158
Commercial and business banking1.47† n = 130.65Not applicableNot applicableNot applicable0.501
Payments and merchant acquiring (networks, acquiring, processing)0.92† n = 130.52Not applicableNot applicableNot applicable0.240
Credit card and payments issuing0.29† n = 120.79Not applicableNot applicableNot applicable0.689
Retail and consumer banking1.27† n = 120.53Not applicableNot applicableNot applicable0.333
Markets and trading (sales and trading, global markets)0.87† n = 110.63Not applicableNot applicableNot applicable0.272
Private equity and private capital‡ n = 9
Process family
Corporate and back-office functions0.780.53 to 1.140.63Not applicableNot applicableNot applicable0.218
Technology engineering and operations0.730.42 to 1.270.65Not applicableNot applicableNot applicable0.261
Client servicing and communications0.96† n = 160.56Not applicableNot applicableNot applicable0.183
Trade, settlement and reconciliation0.96† n = 150.52Not applicableNot applicableNot applicable0.233
Payments, cards and disputes0.47† n = 120.95Not applicableNot applicableNot applicable0.606
Credit, underwriting and suitability‡ n = 9
Regulatory, audit, tax and legal‡ n = 9
Financial crime and client onboarding‡ n = 7
Class of work
LOB Operational0.960.82 to 1.130.55Not applicableNot applicableNot applicable0.015
Corporate Functional0.710.49 to 1.010.65Not applicableNot applicableNot applicable0.256
Engagement status and lifecycle stage
Active, Build-OutNot computable, no variation in cancellation
Active, Transition/Cut-OverNot computable, no variation in cancellation
Active, ProductionNot computable, no variation in cancellation
CanceledNot computable, no variation in cancellation
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.

The study set r was −0.10 (95% CI −0.25 to 0.06, Holm p 1.000, n = 150 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 20 tested segment levels, 0 held after Holm control.

Association with Customer Satisfaction

The satisfaction score recorded against each engagement on a 100-point scale. The primary estimate uses the 94 active engagements. A descriptive contrast uses all 150 engagements.

Table 9a. Association with customer satisfaction by segment, part 1 of 2Table
SegmentActive engagementsClean r95% CIpHolm pSpearman rhop
Study set940.07−0.13 to 0.270.4881.0000.030.761
Outsourcing model
CXM270.52†0.0060.0940.330.096
ITO250.05†0.8261.0000.020.942
BPO23−0.18†0.4201.000−0.150.487
KPO19−0.21†0.3891.000−0.270.262
Institution type
Asset management110.49†0.1291.0000.470.142
Wealth management and private banking15−0.01†0.9771.000−0.030.918
Investment banking (advisory and capital-markets origination)10−0.28†0.4351.000−0.140.707
Insurance (life, property and casualty, health)9‡
Commercial and business banking9‡
Payments and merchant acquiring (networks, acquiring, processing)100.37†0.2891.000−0.080.830
Credit card and payments issuing7‡
Retail and consumer banking8‡
Markets and trading (sales and trading, global markets)8‡
Private equity and private capital7‡
Process family
Corporate and back-office functions28−0.15†0.4521.000−0.210.290
Technology engineering and operations250.18†0.3791.0000.130.523
Client servicing and communications7‡
Trade, settlement and reconciliation7‡
Payments, cards and disputes100.44†0.2031.0000.050.890
Credit, underwriting and suitability8‡
Regulatory, audit, tax and legal5‡
Financial crime and client onboarding4‡
Class of work
LOB Operational460.07−0.22 to 0.360.6311.0000.020.893
Corporate Functional480.09−0.20 to 0.370.5311.0000.060.699
Engagement status and lifecycle stage
Active, Build-Out31−0.29−0.59 to 0.070.1081.000−0.290.120
Active, Transition/Cut-Over430.06−0.24 to 0.350.7001.0000.000.999
Active, Production200.00†0.9971.0000.080.727
Canceled0a
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported. a No clean estimate, canceled engagements fall outside the active population.
Table 9b. Association with customer satisfaction by segment, part 2 of 2Table
SegmentSlope, points per rating point95% CIR squaredTOST pAll engagementsDescriptive rp
Study set0.32−0.58 to 1.220.010.0121500.110.193
Outsourcing model
CXM2.39† n = 270.270.903420.220.152
ITO0.23† n = 250.000.109400.050.742
BPO−1.19† n = 230.030.279370.160.341
KPO−0.66† n = 190.040.350310.010.941
Institution type
Asset management1.64† n = 110.240.736240.180.404
Wealth management and private banking−0.04† n = 150.000.148230.270.219
Investment banking (advisory and capital-markets origination)−0.62† n = 100.080.476190.000.987
Insurance (life, property and casualty, health)‡ n = 9
Commercial and business banking‡ n = 9
Payments and merchant acquiring (networks, acquiring, processing)1.70† n = 100.140.586130.230.446
Credit card and payments issuing‡ n = 7
Retail and consumer banking‡ n = 8
Markets and trading (sales and trading, global markets)‡ n = 8
Private equity and private capital‡ n = 7
Process family
Corporate and back-office functions−1.12† n = 280.020.211470.150.321
Technology engineering and operations1.04† n = 250.030.281350.250.155
Client servicing and communications‡ n = 7
Trade, settlement and reconciliation‡ n = 7
Payments, cards and disputes1.50† n = 100.190.667120.520.086
Credit, underwriting and suitability‡ n = 8
Regulatory, audit, tax and legal‡ n = 5
Financial crime and client onboarding‡ n = 4
Class of work
LOB Operational0.29−0.91 to 1.480.010.060760.070.564
Corporate Functional0.53−1.16 to 2.220.010.073740.240.044
Engagement status and lifecycle stage
Active, Build-Out−4.46−9.96 to 1.040.090.48731−0.290.108
Active, Transition/Cut-Over0.63−2.64 to 3.900.000.058430.060.700
Active, Production0.00†0.000.102200.000.997
Canceledno clean estimate, canceled engagements fall outside the active population
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.

The study set r was 0.07 (95% CI −0.13 to 0.27, Holm p 1.000, n = 94 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 16 tested segment levels, 0 held after Holm control.

Association with the Engagement Indicator Mean

The mean of an engagement’s 100 indicator ratings, measured at engagement level (base 150 engagements). Where this indicator is one of the 100, the mean is recomputed without it.

Table 10a. Association with the engagement indicator mean by segment, part 1 of 2Table
SegmentEngagementsLeave-one-out r95% CIpHolm pSpearman rhop
Study set1500.15−0.01 to 0.300.0691.0000.100.207
Outsourcing model
CXM420.28−0.03 to 0.540.0761.0000.270.085
ITO400.16−0.16 to 0.450.3301.0000.230.162
BPO370.06−0.27 to 0.380.7241.0000.050.779
KPO310.06−0.30 to 0.400.7661.000−0.080.683
Institution type
Asset management240.39†0.0611.0000.400.055
Wealth management and private banking230.22†0.3121.0000.100.666
Investment banking (advisory and capital-markets origination)190.35†0.1451.0000.310.201
Insurance (life, property and casualty, health)140.15†0.6081.0000.020.957
Commercial and business banking13−0.31†0.3071.000−0.270.368
Payments and merchant acquiring (networks, acquiring, processing)130.24†0.4391.000−0.230.450
Credit card and payments issuing120.13†0.6901.0000.330.293
Retail and consumer banking12−0.40†0.1991.000−0.380.219
Markets and trading (sales and trading, global markets)110.10†0.7591.0000.150.669
Private equity and private capital9‡
Process family
Corporate and back-office functions47−0.02−0.31 to 0.270.8851.0000.060.703
Technology engineering and operations350.23−0.11 to 0.520.1891.0000.260.129
Client servicing and communications160.45†0.0831.0000.530.034
Trade, settlement and reconciliation150.26†0.3471.0000.190.489
Payments, cards and disputes120.54†0.0711.0000.340.272
Credit, underwriting and suitability9‡
Regulatory, audit, tax and legal9‡
Financial crime and client onboarding7‡
Class of work
LOB Operational760.17−0.05 to 0.380.1351.0000.100.410
Corporate Functional740.14−0.09 to 0.360.2211.0000.150.210
Engagement status and lifecycle stage
Active, Build-Out31−0.17−0.50 to 0.190.3551.000−0.190.300
Active, Transition/Cut-Over43−0.09−0.38 to 0.220.5701.000−0.140.386
Active, Production200.33†0.1611.0000.250.282
Canceled560.21−0.06 to 0.450.1201.0000.010.962
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.
Table 10b. Association with the engagement indicator mean by segment, part 2 of 2Table
Segmentr with indicator includedChange in rSlope95% CIR squaredTOST pEquivalent
Study setNot a component0.09−0.01 to 0.180.020.027Yes
Outsourcing model
CXMNot a component0.16−0.02 to 0.340.080.438No
ITONot a component0.09−0.09 to 0.270.030.181No
BPONot a component0.05−0.23 to 0.330.000.073No
KPONot a component0.03−0.16 to 0.210.000.090No
Institution type
Asset managementNot a component0.21† n = 240.150.677No
Wealth management and private bankingNot a component0.21† n = 230.050.352No
Investment banking (advisory and capital-markets origination)Not a component0.09† n = 190.120.585No
Insurance (life, property and casualty, health)Not a component0.15† n = 140.020.300No
Commercial and business bankingNot a component−0.26† n = 130.090.511No
Payments and merchant acquiring (networks, acquiring, processing)Not a component0.13† n = 130.060.413No
Credit card and payments issuingNot a component0.07† n = 120.020.294No
Retail and consumer bankingNot a component−0.44† n = 120.160.632No
Markets and trading (sales and trading, global markets)Not a component0.10† n = 110.010.282No
Private equity and private capital‡ n = 9
Process family
Corporate and back-office functionsNot a component−0.02−0.31 to 0.270.000.028Yes
Technology engineering and operationsNot a component0.16−0.09 to 0.410.050.329No
Client servicing and communicationsNot a component0.23† n = 160.200.732No
Trade, settlement and reconciliationNot a component0.07† n = 150.070.442No
Payments, cards and disputesNot a component0.22† n = 120.290.809No
Credit, underwriting and suitability‡ n = 9
Regulatory, audit, tax and legal‡ n = 9
Financial crime and client onboarding‡ n = 7
Class of work
LOB OperationalNot a component0.08−0.03 to 0.190.030.125No
Corporate FunctionalNot a component0.12−0.08 to 0.320.020.083No
Engagement status and lifecycle stage
Active, Build-OutNot a component−0.29−0.91 to 0.340.030.236No
Active, Transition/Cut-OverNot a component−0.09−0.40 to 0.220.010.082No
Active, ProductionNot a component0.12† n = 200.110.547No
CanceledNot a component0.06−0.02 to 0.130.040.241No
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.

The study set r was 0.15 (95% CI −0.01 to 0.30, Holm p 1.000, n = 150 engagements). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 24 tested segment levels, 0 held after Holm control.

Association with Intent to Leave

The respondent’s stated likelihood of leaving the current job within 12 months, rated 1 to 10 (C019). Measured at respondent level on up to 798 respondents, with the engagement-level form reported alongside.

Table 11a. Association with intent to leave by segment, part 1 of 2Table
SegmentRespondentsr95% CICluster bootstrap 95% CIpHolm p
Study set745−0.11−0.18 to −0.04−0.26 to 0.070.0030.114
Outsourcing model
CXM204−0.23−0.36 to −0.10−0.54 to 0.15< 0.0010.031
ITO2160.140.01 to 0.27−0.18 to 0.390.0400.919
BPO180−0.15−0.29 to −0.01−0.44 to 0.140.0390.919
KPO145−0.20−0.35 to −0.03−0.44 to 0.220.0180.496
Institution type
Asset management114−0.28−0.44 to −0.10−0.67 to 0.170.0030.110
Wealth management and private banking122−0.25−0.41 to −0.08−0.56 to 0.080.0050.159
Investment banking (advisory and capital-markets origination)95−0.21−0.40 to −0.01−0.58 to 0.420.0380.919
Insurance (life, property and casualty, health)65−0.22−0.44 to 0.02−0.67 to 0.570.0721.000
Commercial and business banking720.300.07 to 0.49−0.26 to 0.720.0110.353
Payments and merchant acquiring (networks, acquiring, processing)59−0.05−0.30 to 0.21−0.60 to 0.720.7341.000
Credit card and payments issuing65−0.25−0.47 to −0.01−0.68 to 0.120.0410.919
Retail and consumer banking650.23−0.02 to 0.45−0.48 to 0.710.0701.000
Markets and trading (sales and trading, global markets)510.06−0.22 to 0.33−0.71 to 0.690.6561.000
Private equity and private capital37−0.46−0.68 to −0.16§ n = 90.0040.150
Process family
Corporate and back-office functions218−0.11−0.24 to 0.02−0.36 to 0.130.0961.000
Technology engineering and operations1810.00−0.14 to 0.15−0.25 to 0.260.9601.000
Client servicing and communications81−0.32−0.50 to −0.10−0.77 to 0.350.0040.142
Trade, settlement and reconciliation68−0.19−0.41 to 0.05−0.70 to 0.550.1281.000
Payments, cards and disputes67−0.15−0.38 to 0.10−0.65 to 0.520.2301.000
Credit, underwriting and suitability49−0.28−0.52 to 0.00§ n = 90.0520.994
Regulatory, audit, tax and legal44−0.31−0.56 to −0.01§ n = 90.0400.919
Financial crime and client onboarding37−0.01−0.33 to 0.32§ n = 70.9551.000
Class of work
LOB Operational388−0.12−0.21 to −0.02−0.32 to 0.140.0230.610
Corporate Functional357−0.13−0.23 to −0.03−0.33 to 0.060.0130.389
Engagement status and lifecycle stage
Active, Build-Out1580.200.04 to 0.34−0.12 to 0.460.0140.392
Active, Transition/Cut-Over216−0.05−0.19 to 0.08−0.26 to 0.190.4311.000
Active, Production90−0.16−0.36 to 0.04−0.44 to 0.250.1221.000
Canceled2810.01−0.11 to 0.12−0.14 to 0.130.9081.000
Respondent role
Individual Contributor566−0.12−0.20 to −0.04−0.28 to 0.060.0050.155
Engagement Manager150−0.08−0.24 to 0.08−0.24 to 0.100.3111.000
Portfolio Director280.04††0.8231.000
Customer Management Executive1‡
Vendor type
IT services major279−0.04−0.16 to 0.08−0.29 to 0.210.4841.000
BPO specialist172−0.19−0.33 to −0.04−0.52 to 0.180.0150.423
Consulting firm102−0.12−0.30 to 0.08−0.43 to 0.360.2471.000
Boutique or specialist provider76−0.25−0.45 to −0.03−0.68 to 0.400.0280.694
Pure-play agentic AI firm670.04−0.20 to 0.28−0.44 to 0.520.7521.000
Not reported, recovered by engagement490.07−0.22 to 0.34−0.31 to 0.370.6481.000
Note: § Too few engagements for a cluster bootstrap interval. † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.
Table 11b. Association with intent to leave by segment, part 2 of 2Table
SegmentSpearman rhopShare at 7 or above, distressedShare at 7 or above, otherEngagementsEngagement level r95% CITOST p
Study set−0.110.003Not applicableNot applicable150−0.12−0.28 to 0.040.013
Outsourcing model
CXM−0.25< 0.001Not applicableNot applicable42−0.25−0.52 to 0.050.380
ITO0.030.688Not applicableNot applicable400.13−0.19 to 0.420.138
BPO−0.200.006Not applicableNot applicable37−0.14−0.44 to 0.200.159
KPO−0.060.484Not applicableNot applicable31−0.19−0.51 to 0.170.275
Institution type
Asset management−0.31< 0.001Not applicableNot applicable24−0.27†0.440
Wealth management and private banking−0.250.006Not applicableNot applicable23−0.23†0.364
Investment banking (advisory and capital-markets origination)−0.100.325Not applicableNot applicable19−0.18†0.312
Insurance (life, property and casualty, health)−0.090.497Not applicableNot applicable14−0.26†0.447
Commercial and business banking0.350.003Not applicableNot applicable130.31†0.508
Payments and merchant acquiring (networks, acquiring, processing)0.230.074Not applicableNot applicable13−0.20†0.365
Credit card and payments issuing−0.360.003Not applicableNot applicable12−0.25†0.437
Retail and consumer banking0.170.167Not applicableNot applicable120.25†0.432
Markets and trading (sales and trading, global markets)−0.040.762Not applicableNot applicable110.03†0.216
Private equity and private capital−0.60< 0.001Not applicableNot applicable9‡‡
Process family
Corporate and back-office functions−0.190.004Not applicableNot applicable47−0.09−0.36 to 0.210.070
Technology engineering and operations−0.010.851Not applicableNot applicable35−0.04−0.37 to 0.290.066
Client servicing and communications−0.190.091Not applicableNot applicable16−0.28†0.473
Trade, settlement and reconciliation0.000.992Not applicableNot applicable15−0.20†0.350
Payments, cards and disputes−0.200.101Not applicableNot applicable12−0.28†0.478
Credit, underwriting and suitability−0.240.093Not applicableNot applicable9‡‡
Regulatory, audit, tax and legal−0.120.438Not applicableNot applicable9‡‡
Financial crime and client onboarding−0.140.405Not applicableNot applicable7‡‡
Class of work
LOB Operational−0.080.140Not applicableNot applicable76−0.13−0.34 to 0.100.060
Corporate Functional−0.160.003Not applicableNot applicable74−0.16−0.38 to 0.070.113
Engagement status and lifecycle stage
Active, Build-Out0.160.042Not applicableNot applicable310.22−0.15 to 0.530.317
Active, Transition/Cut-Over0.000.958Not applicableNot applicable43−0.09−0.38 to 0.210.085
Active, Production−0.070.490Not applicableNot applicable20−0.22†0.362
Canceled−0.020.690Not applicableNot applicable560.03−0.23 to 0.290.022
Respondent role
Individual Contributor−0.120.006Not applicableNot applicable150−0.14−0.29 to 0.020.020
Engagement Manager−0.080.350Not applicableNot applicable150−0.08−0.24 to 0.080.003
Portfolio Director0.000.993Not applicableNot applicable280.04†0.092
Customer Management Executive‡ n = 1
Vendor type
IT services major−0.090.118Not applicableNot applicable59−0.07−0.32 to 0.190.034
BPO specialist−0.160.031Not applicableNot applicable37−0.26−0.54 to 0.070.398
Consulting firm−0.070.503Not applicableNot applicable23−0.08†0.157
Boutique or specialist provider−0.170.149Not applicableNot applicable17−0.18†0.315
Pure-play agentic AI firm0.030.795Not applicableNot applicable140.11†0.257
Not reported, recovered by engagement−0.040.783Not applicableNot applicable400.15−0.17 to 0.440.170
Note: † Base under 30. No interval is reported. ‡ Base under 10. No statistic is reported.

The study set r was −0.11 (95% CI −0.18 to −0.04, Holm p 0.114, n = 745 respondents). The association did not hold after Holm control. Equivalence Tests of Null Results found it equivalent to zero inside the bound. Of the 37 tested segment levels, 1 held after Holm control.

Comparison of Associations Across the Four Measures

Table 12. Associations across the four measuresTable
MeasureFormUnitnr95% CIpEquivalent to zeroRank among the four
Cancellation rateDescriptive contrastEngagement150−0.10−0.25 to 0.060.233Yes3
Customer satisfactionClean estimateEngagement940.07−0.13 to 0.270.488Yes4
Engagement indicator meanFullEngagement1500.15−0.01 to 0.300.069Yes1
Intent to leaveRespondent level, clusteredRespondent745−0.11−0.26 to 0.060.166Yes2
Table 13. Pairwise comparison of associationsTable
Pair comparedDifference in rSteiger zpHolm pReading
Cancellation rate and customer satisfaction−0.01−0.310.7531.000Do not differ
Cancellation rate and engagement indicator mean−0.05−0.840.4021.000Do not differ
Cancellation rate and intent to leave−0.03−0.550.5841.000Do not differ
Customer satisfaction and engagement indicator mean−0.04−0.950.3411.000Do not differ
Customer satisfaction and intent to leave−0.02−0.510.6081.000Do not differ
Engagement indicator mean and intent to leave0.020.490.6211.000Do not differ

Pairs were compared on the engagement level form of every measure, each turned so that a higher value was the better outcome, on the 150 engagements where the indicator and all four measures existed. Of the 6 pairs, 0 differed after Holm control.

Clustering and Effective Sample Size

Table 14. Clustering and effective sample sizeTable
StatisticValueReading
Clusters (engagements)150Engagements with at least one answer.
Mean respondents per engagement5.3Answers per engagement with at least one answer.
ICC(1)1.00Share of variance between engagements.
Design effect5.291 plus (mean cluster size minus 1) times ICC.
Nominal respondent n794Respondents who answered.
Effective n150Nominal n divided by the design effect.
Cluster bootstrap appliedYesApplied to every respondent level CI where the ICC is 0.05 or above.

Clustering reduced the 794 respondent answers to about 150 independent answers. Respondent level intervals therefore used the cluster bootstrap, and respondent level tests on intent to leave used cluster-robust errors.

Equivalence Tests of Null Results

Table 15. Equivalence tests of null resultsTable
MeasurenrEquivalence boundTOST p, lowerTOST p, upperEquivalent to zeroAchieved powerMDE at power 0.80Detection floor for this n
Cancellation rate150−0.10|r| < 0.300.005< 0.001Yes0.960.230.23
Customer satisfaction940.07|r| < 0.30< 0.0010.012Yes0.840.290.23
Engagement indicator mean1500.15|r| < 0.30< 0.0010.027Yes0.960.230.23
Intent to leave745, effective 140−0.11|r| < 0.300.009< 0.001Yes0.950.230.23

Tested null, equivalent to zero: cancellation rate, customer satisfaction, engagement indicator mean and intent to leave. No result was inconclusive. The detection floor column is the study floor at 150 engagements. Intent to leave was tested on its effective n.

Robustness Checks

Table 16. Robustness checksTable
CheckMeasurePrimary rCheck r95% CIChangeConclusion holds
Rank correlation in place of PearsonCancellation rate−0.10−0.16a−0.06Yes
Rank correlation in place of PearsonCustomer satisfaction0.070.03a−0.04Yes
Rank correlation in place of PearsonEngagement indicator mean0.150.10a−0.05Yes
Rank correlation in place of PearsonIntent to leave−0.11−0.11a0.00No
Non-answers excluded, then imputed at the engagement meanIntent to leave−0.11−0.11a0.00Yes
Active engagements onlyEngagement indicator mean0.150.09−0.11 to 0.29−0.06Yes
Active engagements onlyIntent to leave−0.11−0.05−0.14 to 0.040.06Yes
Most influential engagement removed (largest Cook’s distance)Cancellation rate−0.10−0.13−0.28 to 0.03−0.03Yes
Most influential engagement removed (largest Cook’s distance)Customer satisfaction0.070.200.00 to 0.390.13No
Most influential engagement removed (largest Cook’s distance)Engagement indicator mean0.150.11−0.06 to 0.26−0.04Yes
Most influential engagement removed (largest Cook’s distance)Intent to leave−0.11−0.08−0.16 to −0.010.02Yes
Engagements weighted by respondent countCancellation rate−0.10−0.09a0.00Yes
Engagements weighted by respondent countCustomer satisfaction0.070.06a−0.02Yes
Engagements weighted by respondent countEngagement indicator mean0.150.13a−0.02Yes
Bootstrap of engagementsCancellation rate−0.10−0.10−0.24 to 0.060.00Yes
Bootstrap of engagementsCustomer satisfaction0.070.08−0.18 to 0.360.01Yes
Bootstrap of engagementsEngagement indicator mean0.150.15−0.01 to 0.310.00Yes
Bootstrap of engagementsIntent to leave−0.11−0.11−0.26 to 0.060.00Yes
Thin-base segments removedCancellation rate−0.10−0.18−0.38 to 0.04−0.08Yes
Thin-base segments removedCustomer satisfaction0.070.01−0.26 to 0.28−0.07Yes
Thin-base segments removedEngagement indicator mean0.150.07−0.15 to 0.28−0.08Yes
Thin-base segments removedIntent to leave−0.11−0.06−0.16 to 0.040.05Yes
Note: a No interval for this check.

Each change was computed before rounding, so it can differ by 0.01 from the difference of the two printed values.

Checks that did not hold: “Rank correlation in place of Pearson” on intent to leave and “Most influential engagement removed (largest Cook’s distance)” on customer satisfaction. A check holds when its test lands on the same side of 0.05 as the primary test and, where the primary test is below 0.05, its r keeps the primary sign. Thin-base rule: engagements in any level under 30 engagements of outsourcing model or process family removed. Institution type is not used, because every one of its levels is under 30.

Measure Independence and Part-Whole Correction

Each of the four measures was computed from data this indicator does not contain, so each result is a finding rather than an arithmetic consequence.

Comparison with the Study Norm

Table 17. Comparison with the study normTable
MeasureThis indicator, oriented rStudy median, oriented rDeviationFisher zpHolm p
Cancellation rate0.100.60−0.50−7.17< 0.001< 0.001
Customer satisfaction0.110.72−0.61−9.69< 0.001< 0.001
Engagement indicator mean0.150.84−0.69−12.84< 0.001< 0.001
Intent to leave0.130.71−0.59−9.26< 0.001< 0.001
Spread of deviations0.19
VerdictDIVERGENT

Each deviation was computed before rounding, so it can differ by 0.01 from the difference of the two printed values.

The comparison ran on 150 engagements. The indicator departed from the study’s typical pattern on cancellation rate, customer satisfaction, engagement indicator mean and intent to leave.

Co-Occurring Indicators and Themes

Figure 3. Other indicators and themes coded in the same written responses (n = 3 responses)Exhibit
C0521 of 3C0531 of 3C0941 of 3C0961 of 3C0971 of 3C0991 of 3C1011 of 3C1021 of 3C1061 of 3C1091 of 3C1121 of 3Theme: Human presented as agentic1 of 3Theme: Scope restriction1 of 3Theme: Skills learned1 of 3Theme: Pay1 of 3Theme: Team or colleagues1 of 3C0362 of 3Theme: Positive with an embedded negative2 of 3
Note: Gray bars are other indicators coded in the same responses. Amber bars are themes of the coding rulebook, which carry no score. Labels give counts. Every co-coded indicator and every theme at or above the fifth-highest count of its kind is shown, ties included. C036: “What stage is the engagement in?” C052: “The dashboard and performance reports given to the customer are accurate.” C053: “The vendor manipulates the dashboard and performance reports given to the customer.” C094: “Rate the quality of the customer’s data across the systems this engagement depends on.” C096: “Rate how well the customer’s data is normalized, with consistent formats and definitions across source systems.” C097: “Rate the maturity of the customer’s data governance over the data this engagement uses.” C099: “Rate the readiness of the customer’s technical infrastructure to support the agentic AI this engagement deploys.” C101: “Rate the maturity of the customer’s processes in scope, meaning how standardized and repeatable they are.” C102: “Rate how consistently the customer performs the same processes across its business units and regions.” C106: “Rate the availability of the customer’s subject matter experts when this engagement needs them.” C109: “Rate how quickly the customer responds when this engagement raises issues that need customer action.” C112: “Rate how clearly ownership and accountability for AI are assigned inside the customer organization.”

The responses coded to the indicator were most often also coded to “What stage is the engagement in?” (C036, 2 responses). The second-highest count was shared by 11 indicators at 1 response each. The most frequent theme of the coding rulebook in the same responses was “Positive with an embedded negative” (2 responses).

Interpretation of the Data

Respondents at Active, Production reported the longest time in the current stage (mean 6.5, n = 98 respondents), and respondents at Active, Build-Out reported the shortest (mean 1.7, n = 167 respondents). LOB Operational respondents reported a longer time in stage (mean 3.7, n = 414 respondents) than Corporate Functional respondents (mean 2.5, n = 380 respondents). Time in stage tracked lifecycle stage without any association with the four study measures.

The indicator is a survey question that is not a rating, so the written responses were not set against a rating. Written responses were voluntary. They recorded what the respondents who wrote reported, and how common it was is measured by the answers. The analysis of the written responses rested on 3 responses, a base of anecdote strength.

Limitations

The evidence is reported experience: what the delivery team said about its own engagement, gathered in one cross-section. The figures showed associations, not causes. Indicators about the financial institution were reported at second hand by vendor staff. Cancellation is a descriptive contrast, because canceled engagements were rated after they ended.

Tests across respondent role and vendor type were run at respondent level and treated respondents as independent. The section Clustering and Effective Sample Size states whether, and by how much, clustering within engagements reduced the information in respondent level figures.

Customer Management Executive answers were at anecdote strength (n = 2). 20 of 22 checks held. The rank correlation on intent to leave and the most-influential-engagement check on customer satisfaction did not hold.

Fewer than 10 responses carried a score, so written sentiment was reported as counts, with no statistic. Coding was performed by AI coders under a fixed rulebook. No response coded to the indicator fell in the sample second-coded under rulebook 0.5, so agreement on whether a response was coded to the indicator could not be assessed. Agreement on the score rested on 1 response second-scored under rulebook 0.6, with the scores agreeing in 1 of 1. This base of second-coded responses is too small for an indicator-level alpha.

Definitions

Table 18. DefinitionsTable
TermDefinition
Response scaleAs recorded, shown in Table 1. The indicator is not a rating, so no distressed range is defined.
Answering baseRespondents who entered a value.
Non-answers“I do not know” and “I prefer to not answer” are counted separately and are excluded from the mean.
Indicator classEngagement attribute: a property of the engagement rather than of the respondent.
Failure categoryOne of the five failure categories of the Study Taxonomy, section 3. Only the 100 rated indicators carry one, and the indicator is not among them.
Engagement indicator meanThe mean of an engagement’s 100 indicator ratings.
Written responseA coded written answer about the respondent’s own engagement. Non-answers and answers about another engagement are excluded.
Primary and secondaryPrimary responses were written in answer to a written-answer question in the indicator’s own survey section. Secondary responses were written in answer to a question outside that section and coded to the indicator because their content addressed it.
Written sentiment scaleFive fixed values of the coding rulebook: −10, −5, 0, +5, +10. The sign is the direction and the magnitude is the strength.
CodingResponses were coded under rulebook 0.5. Scores were added under rulebook 0.6 to every mark and every quote, with the score rulings of rulebook section 21. AI coders worked under a fixed rulebook. A sample of records was second-coded. Score agreement across all indicators was Krippendorff’s alpha 0.969 on the 0.5 scores and 0.930 on the scores added in 0.6.

Sources and Provenance

Table 19. Sources and provenanceTable
ItemValue
Study dataStudy Data.xlsx, Data sheet, column C037, sha256 219eba0457274d04
Statistics enginecompute_statistics.py, sha256 738319eef764602b
Statistics recordComputed Statistics.json, record C037, sha256 e405f65a43e37a6e
ComputedOctober 8, 2026, 01:38 UTC
TemplateIndicator Statistical Analysis Template, version 1.1 of 2026-10-06
Figures placed by script2,047 of 2,047
Study metadataStudy Meta.md, sections 10.4 and 10.4.1, coder agreement across all indicators
Coded written responsesQuotes Master.jsonl, sha256 27da38085e2b13fd. Quote Coding Rulebook, version 0.6 with section 21
Written-response computationqa_stats.py, sha256 74a61f3a96169da9. wfacts.py, sha256 b85fae20adf812a1. prose_gen.py, sha256 c277d2c752f8d88f. build_indicator.py, sha256 da3473bd56a4a7b9
Written-response recordsC037.qa.json, sha256 16e8adeb3f4ba634. C037.wfacts.json, sha256 99b62dd6dcfb4c09. Prose C037.json, sha256 efc181e9d9b58cb8

Continue the report

Executive summary →
Overview

Executive Summary

Four findings from 150 engagements

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Introduction

Introduction

Scope, evidence, and how the report is organized

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Part 1

Engagement Outcomes

Poor results on every measure, and what separates them

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Part 2

The Five Failure Categories

Where failure concentrates, category by category

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Part 3

Governance, Oversight, and Control

Controls that existed in name only

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Part 4

The Delivery Workforce

Early in their careers, dissatisfied, and many intending to leave

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Part 5

Manual Alteration

How the delivery team altered the work to sustain it

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Part 6

Executive Action Plan

Seven immediate actions and a first-year plan

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Appendices

Appendices

Definitions, indicator inventory, method, and disclosures

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Data

Study Data

Deep-dive analyses of the study indicators, published in stages

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