Study Data · Part 4 · Indicator Deep-Dive Analysis

What is your role on this engagement?

Indicator C005 · By Phil Hatch · Akholi · October 9, 2026

Indicator Specification

Table 1. Indicator specificationTable
FieldValue
Indicator codeC005
Question as askedWhat is your role on this engagement?
Failure categoryNot one of the 100 rated indicators
Place in the surveyRespondent Demographics > 1.1 Role and Identity > Role
Indicator classRespondent level
Indicator typeCategorical
Response scaleLevels: Individual Contributor, Engagement Manager, Portfolio Director, Customer Management Executive
Answering base850 of 850 respondents gave one of the listed answers, across 150 of 150 engagements. None answered I do not know or I prefer to not answer
Non-answersI do not know 0, I prefer to not answer 0, blank 0
Written responses addressing the indicator22 responses from 22 respondents on 21 engagements (0 primary, 22 secondary)

Summary of Findings

Table 2. Key results: association of the indicator with the four study measuresTable
MeasureEffect sizenValuep
Cancellation rateNot tested: fewer than two levels of 10 or more engagements
Customer satisfactionNot tested: fewer than two levels of 10 or more engagements
Engagement indicator meanNot tested: fewer than two levels of 10 or more engagements
Intent to leaveNot tested: fewer than two levels of 10 or more engagements

All 850 respondents answered the question. Individual contributors numbered 667 (78.47%), engagement managers 150 (17.65%), portfolio directors 31 (3.65%) and customer management executives 2. Every engagement had exactly one engagement manager among its respondents and a majority of individual contributors. Individual Contributor was the assigned answer on every engagement, so no test across answer levels was computed at engagement level. The table of principal results therefore carries no engagement-level test.

At respondent level, with standard errors clustered by engagement, role was associated with the respondents' own ratings and with their intent to leave. The respondents' own engagement indicator mean rose from 3.9 among individual contributors to 4.3 among engagement managers and 5.1 among portfolio directors (p < 0.001). Mean intent to leave fell across the same roles, from 6.9 to 6.5 and 6.1 (p < 0.001). Cancellation and customer satisfaction, both properties of the engagement, did not differ by role.

The written responses addressing the indicator numbered 22, from 22 respondents on 21 engagements. Every response was secondary. Of the 22 responses, 7 were negative and 3 positive. Most described where a decision or a task sat in relation to the respondent's role, and the negative responses described decisions that had fallen to individual contributors because no one on either side would make them.

Distribution of Responses

Table 3. Distribution of responses, respondent levelTable
AnswerRespondentsShare of answered (base 850)Cumulative shareEngagements with at least oneShare of 150 engagementsDistressed
Individual Contributor66778.47%78.47%150100.00%Not applicable
Engagement Manager15017.65%96.12%150100.00%Not applicable
Portfolio Director313.65%99.76%3120.67%Not applicable
Customer Management Executive20.24%100.00%21.33%Not applicable
Answered, total850100.00%150100.00%

Each engagement was assigned the role given by the largest number of its respondents. Individual Contributor was that answer on all 150 engagements, and no engagement was tied. Engagement managers numbered 150 on 150 engagements, one on each. Portfolio directors answered on 31 engagements (20.67%) and customer management executives on two.

Coverage and Origin of Written Responses

All 22 responses were secondary. Each answered a question outside the indicator's survey section and referred to the respondent's role in its content. They came from 8 questions outside the indicator's own survey section (most often C210 with 5 responses, C156 with 4 responses and C198 with 4 responses). Individual contributors wrote 18 of the responses and engagement managers four. Portfolio directors and customer management executives wrote none.

Six responses described a decision that fell to the respondent, above the respondent's role, because no one on either side would make it: who signs off when an agent records a purchase-order status wrongly, whether an income calculation was safe to pass, what went into the financial institution's file, and how customer-facing flows behaved. One respondent counted most of the sign-off points in a banking flow as not functioning, so that the decisions passed to whoever was closest to the problem. Another had become the person newer colleagues consulted instead of the financial institution, at a cost of about an hour a day. A further respondent, given the tooling and a short handover, was the only escalation path when an agent misfired overnight.

Eight responses said the matter asked about lay outside the respondent's role or view, often because a team lead handled it. Three of these, all to C198, said a rating of the third-party ecosystem recorded the respondent's visibility rather than the suppliers: one respondent who processed invoices was asked to rate suppliers never encountered, and another said half the questions were for someone who could see the contracts. Three responses described catching and correcting the output as the respondent's own job, and two described a move from hands-on correction to signing off on changes or reporting upward. The three positive responses, all to C030, named growth into a stronger role, trust with real response privileges and a manager who removed obstacles.

Figure 1. Written responses addressing the indicator, by question answered and written score (n = 22 responses)Exhibit
01.42.84.25.6C210 (secondary)23C156 (secondary)31C198 (secondary)4C030 (secondary)3C216 (secondary)12C114 (secondary)1C135 (secondary)1C204 (secondary)1−10 Strongly negative−5 Negative0 Neutral+5 Positive+10 Strongly positive
Note: Each bar is one survey question. Every question lies outside the indicator's survey section, so every response is secondary. Segments wide enough to hold a label carry their count. C210 asked: “Comment” C156 asked: “Add any comments on the joint management of this engagement that the ratings in this section do not capture.” C198 asked: “Add any comments on the third-party ecosystem that the ratings in this section do not capture.” C030 asked: “What are the top 3 things that you love most about your job?” C216 asked: “Comment” C114 asked: “Add any comments on the customer organization that the ratings in this section do not capture.” C135 asked: “Add any comments on your employer that the ratings in this section do not capture.” C204 asked: “Comment”
Table 4. Written responses by originTable
OriginResponsesRespondentsEngagementsNegativeStrongest negative (−10)PositiveMean written score
Primary000000None
Secondary2222217 of 22 (31.82%)0 of 22 (0.00%)3 of 22 (13.64%)−0.9
All responses2222217 of 22 (31.82%)0 of 22 (0.00%)3 of 22 (13.64%)−0.9

Distribution of Written Sentiment

Figure 2. Distribution of written sentiment (n = 22 responses)Exhibit
0%25%50%75%100%−10 Strongly negative0 (0.00%)−5 Negative7 (31.82%)0 Neutral12 (54.55%)+5 Positive3 (13.64%)+10 Strongly positive0 (0.00%)Share of responses
Note: Column height is the share of the 22 responses. Labels give the count and the share.
Table 5. Summary statistics of written sentimentTable
StatisticValueBasis
Mean written score−0.9† n = 22
Median written score0.0n = 22 responses
Negative responses7 of 22 (31.82%)† n = 22
Strongest negative responses (−10)0 of 22 (0.00%)Statements of totality, constancy or serious harm
Positive responses3 of 22 (13.64%)+5 or +10
Net balance−18.18 percentage pointsShare positive minus share negative, base 22 responses
Respondent-level mean−0.9Mean of each respondent's own mean written score, n = 22 respondents
Note: † Base under 30. No interval is reported.

Of the 22 responses, 7 (31.82%) were negative and 3 (13.64%) positive. Neutral responses numbered 12 (54.55%), and no response carried the strongest negative score of −10. The mean written score was −0.9 (n = 22 responses on 21 engagements), and the median was 0.0.

Six of the seven negative responses described a decision that had fallen to the respondent. The remaining negative response described the respondent as the only escalation path when an agent misfired overnight. Most neutral responses said the matter lay outside the respondent's role or view.

Descriptive Statistics by Segment

Table 6. Descriptive statistics by segmentTable
SegmentBaseAnsweredAnswer rateEngagementsIndividual Contributor, shareEngagement Manager, sharePortfolio Director, share
Study set850850100.00% of 85015078.47%17.65%3.65%
Outsourcing model
CXM232232100.00% of 2324277.59%18.10%4.31%
ITO244244100.00% of 2444079.51%16.39%3.69%
BPO209209100.00% of 2093778.47%17.70%3.35%
KPO165165100.00% of 1653178.18%18.79%3.03%
Institution type
Asset management132132100.00% of 1322478.79%18.18%3.03%
Wealth management and private banking140140100.00% of 1402379.29%16.43%4.29%
Investment banking (advisory and capital-markets origination)105105100.00% of 1051979.05%18.10%1.90%
Insurance (life, property and casualty, health)7878100.00% of 781482.05%17.95%0.00%
Commercial and business banking8282100.00% of 821379.27%15.85%3.66%
Payments and merchant acquiring (networks, acquiring, processing)7171100.00% of 711376.06%18.31%5.63%
Credit card and payments issuing7373100.00% of 731276.71%16.44%6.85%
Retail and consumer banking7373100.00% of 731278.08%16.44%5.48%
Markets and trading (sales and trading, global markets)5757100.00% of 571178.95%19.30%1.75%
Private equity and private capital3939100.00% of 39971.79%23.08%5.13%
Process family
Corporate and back-office functions248248100.00% of 2484777.42%18.95%3.63%
Technology engineering and operations204204100.00% of 2043578.92%17.16%3.92%
Client servicing and communications9494100.00% of 941681.91%17.02%1.06%
Trade, settlement and reconciliation8080100.00% of 801578.75%18.75%1.25%
Payments, cards and disputes7373100.00% of 731275.34%16.44%6.85%
Credit, underwriting and suitability5757100.00% of 57982.46%15.79%1.75%
Regulatory, audit, tax and legal5151100.00% of 51976.47%17.65%5.88%
Financial crime and client onboarding4343100.00% of 43776.74%16.28%6.98%
Class of work
LOB Operational451451100.00% of 4517679.16%16.85%3.55%
Corporate Functional399399100.00% of 3997477.69%18.55%3.76%
Engagement status and lifecycle stage
Active, Build-Out175175100.00% of 1753178.86%17.71%3.43%
Active, Transition/Cut-Over250250100.00% of 2504377.60%17.20%4.80%
Active, Production103103100.00% of 1032076.70%19.42%3.88%
Canceled322322100.00% of 3225679.50%17.39%2.80%
Respondent role
Individual Contributora
Engagement Managera
Portfolio Directora
Customer Management Executivea
Vendor type
IT services major316316100.00% of 3165977.85%18.67%3.48%
BPO specialist198198100.00% of 1983776.26%18.69%4.55%
Consulting firm117117100.00% of 1172376.92%19.66%2.56%
Boutique or specialist provider8787100.00% of 871775.86%19.54%4.60%
Pure-play agentic AI firm7575100.00% of 751477.33%18.67%4.00%
Not reported, recovered by engagement5757100.00% of 574798.25%0.00%1.75%
Note: a Not tested: the segment is the indicator itself.
Table 7. Descriptive statistics by segment, remaining answer levelsTable
SegmentBaseAnsweredAnswer rateEngagementsCustomer Management Executive, share
Study set850850100.00% of 8501500.24%
Outsourcing model
CXM232232100.00% of 232420.00%
ITO244244100.00% of 244400.41%
BPO209209100.00% of 209370.48%
KPO165165100.00% of 165310.00%
Institution type
Asset management132132100.00% of 132240.00%
Wealth management and private banking140140100.00% of 140230.00%
Investment banking (advisory and capital-markets origination)105105100.00% of 105190.95%
Insurance (life, property and casualty, health)7878100.00% of 78140.00%
Commercial and business banking8282100.00% of 82131.22%
Payments and merchant acquiring (networks, acquiring, processing)7171100.00% of 71130.00%
Credit card and payments issuing7373100.00% of 73120.00%
Retail and consumer banking7373100.00% of 73120.00%
Markets and trading (sales and trading, global markets)5757100.00% of 57110.00%
Private equity and private capital3939100.00% of 3990.00%
Process family
Corporate and back-office functions248248100.00% of 248470.00%
Technology engineering and operations204204100.00% of 204350.00%
Client servicing and communications9494100.00% of 94160.00%
Trade, settlement and reconciliation8080100.00% of 80151.25%
Payments, cards and disputes7373100.00% of 73121.37%
Credit, underwriting and suitability5757100.00% of 5790.00%
Regulatory, audit, tax and legal5151100.00% of 5190.00%
Financial crime and client onboarding4343100.00% of 4370.00%
Class of work
LOB Operational451451100.00% of 451760.44%
Corporate Functional399399100.00% of 399740.00%
Engagement status and lifecycle stage
Active, Build-Out175175100.00% of 175310.00%
Active, Transition/Cut-Over250250100.00% of 250430.40%
Active, Production103103100.00% of 103200.00%
Canceled322322100.00% of 322560.31%
Respondent role
Individual Contributora
Engagement Managera
Portfolio Directora
Customer Management Executivea
Vendor type
IT services major316316100.00% of 316590.00%
BPO specialist198198100.00% of 198370.51%
Consulting firm117117100.00% of 117230.85%
Boutique or specialist provider8787100.00% of 87170.00%
Pure-play agentic AI firm7575100.00% of 75140.00%
Not reported, recovered by engagement5757100.00% of 57470.00%
Note: a Not tested: the segment is the indicator itself.

Each share is computed on the respondents in that row. Rows with fewer than 10 respondents report counts only. Among the segments with 30 or more respondents, individual contributors made up between 71.79% and 82.46% of the respondents. The exception was the respondents whose vendor type was not reported and was recovered from the engagement: 56 of 57 (98.25%) were individual contributors.

Tests of Difference Between Segments

Table 8. Tests of difference between segmentsTable
Segment familyUnitChi-squaredfpHolm pCramer's VTest for pLevels excluded
Outsourcing modelEngagementaNone
Institution typeEngagementbPrivate equity and private capital, n = 9
Process familyEngagementbc
Class of workEngagementaNone
Engagement status and lifecycle stageEngagementaNone
Respondent roleNot tested: the segment is the indicator itself
Vendor typeRespondent19.38150.1870.1870.09Monte Carlo, simulatedNone
Note: a Not tested: fewer than two levels on one side of the table. b Not tested: fewer than two levels of 10 or more engagements. c Levels excluded: Credit, underwriting and suitability, n = 9, Regulatory, audit, tax and legal, n = 9, Financial crime and client onboarding, n = 7.

Every engagement carries the same assigned answer, so the segment families recorded at engagement level could not be tested. Respondent role is the indicator itself. Vendor type, tested on respondents, showed no difference after Holm correction (chi-square 19.38, df = 15, Holm p = 0.187, Cramer's V 0.09, n = 850 respondents).

Written Sentiment by Segment

Figure 3. Written sentiment by engagement status and lifecycle stage, share of each group's responsesExhibit
0%25%50%75%100%All responses (n = 22)31.8%54.5%13.6%Active, Build-Out (n = 3)1 of 32 of 3Active, Transition/Cut-Over (n = 4)2 of 41 of 41 of 4Active, Production (n = 4)4 of 4Canceled (n = 11)45.5%54.5%−10 Strongly negative−5 Negative0 Neutral+5 Positive+10 Strongly positive
Note: Each bar is the whole of its group's responses, divided by written score from −10 at the left to +10 at the right. Segments large enough to hold a label carry their share, or their count in groups of fewer than 10 responses.
Table 9. Written sentiment by segmentTable
SegmentResponsesRespondentsEngagementsMean written scoreNegativeStrongest negative (−10)
Engagement status and lifecycle stage
Active, Build-Out333‡0 of 30 of 3
Active, Transition/Cut-Over444‡2 of 40 of 4
Active, Production443‡0 of 40 of 4
Canceled111111−2.35 of 11 (45.45%)0 of 11 (0.00%)
Respondent role
Individual Contributor181817−0.86 of 18 (33.33%)0 of 18 (0.00%)
Engagement Manager444‡1 of 40 of 4
Portfolio Director000No responses
Customer Management Executive000No responses
Note: ‡ Base under 10. No statistic is reported.

Responses from canceled engagements numbered 11 (mean −2.3, n = 11 responses), of which 5 were negative. Each active stage drew fewer than 10 responses and is reported as counts only. The test across the stages on engagement means (Kruskal-Wallis H 6.21, df 3, p = 0.102, n = 21 engagements) showed no difference that reached significance at 0.05.

Individual contributors wrote 18 responses (mean −0.8), of which 6 were negative. Engagement managers wrote four, reported as counts only. No test across respondent roles was run, because no role other than individual contributors drew 10 or more responses, and no role drew 30 or more.

Association with Cancellation Rate

Cancellation rate is the share of engagements canceled by the study date, measured at engagement level (150 engagements, 56 canceled).

Table 10. Association with cancellation rate by answer levelTable
Answer levelEngagementsCanceledCancellation rate
Individual Contributor1505637.33%
Engagement Manager0No engagements
Portfolio Director0No engagements
Customer Management Executive0No engagements
Table 11. Association with cancellation rate, tests across answer levels by segmentTable
SegmentEngagementsChi-squaredfpHolm pCramer's VTest for p
Study set150a
Outsourcing model
CXM42a
ITO40a
BPO37a
KPO31a
Institution type
Asset management24a
Wealth management and private banking23a
Investment banking (advisory and capital-markets origination)19a
Insurance (life, property and casualty, health)14a
Commercial and business banking13a
Payments and merchant acquiring (networks, acquiring, processing)13a
Credit card and payments issuing12a
Retail and consumer banking12a
Markets and trading (sales and trading, global markets)11a
Private equity and private capital9‡
Process family
Corporate and back-office functions47a
Technology engineering and operations35a
Client servicing and communications16a
Trade, settlement and reconciliation15a
Payments, cards and disputes12a
Credit, underwriting and suitability9‡
Regulatory, audit, tax and legal9‡
Financial crime and client onboarding7‡
Class of work
LOB Operational76a
Corporate Functional74a
Engagement status and lifecycle stage
Active, Build-Outb
Active, Transition/Cut-Overb
Active, Productionb
Canceledb
Note: ‡ Base under 10. No statistic is reported. a Not tested: fewer than two levels of 10 or more engagements. b Not tested: no variation in cancellation.

Individual Contributor was the assigned answer on every engagement, so no test across answer levels was computed at engagement level. At respondent level, with standard errors clustered by engagement, cancellation did not differ by role (F = 0.95, df = 3 and 149, p = 0.419, n = 850 respondents). Individual contributors were on canceled engagements in 256 of 667 (38.38%) cases, engagement managers in 56 of 150 (37.33%) and portfolio directors in 9 of 31 (29.03%).

Association with Customer Satisfaction

Customer satisfaction is the percentage recorded against each engagement. The engagement-level estimate uses the 94 active engagements.

Table 12. Association with customer satisfaction by answer levelTable
Answer levelEngagementsMean of the measureSD
Individual Contributor9464.111.6
Engagement Manager0No engagements
Portfolio Director0No engagements
Customer Management Executive0No engagements
Table 13. Association with customer satisfaction, tests across answer levels by segmentTable
SegmentEngagementsWelch FdfpHolm pOmega squared90% CI
Study set94a
Outsourcing model
CXM27a
ITO25a
BPO23a
KPO19a
Institution type
Asset management11a
Wealth management and private banking15a
Investment banking (advisory and capital-markets origination)10a
Insurance (life, property and casualty, health)9‡
Commercial and business banking9‡
Payments and merchant acquiring (networks, acquiring, processing)10a
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 functions28a
Technology engineering and operations25a
Client servicing and communications7‡
Trade, settlement and reconciliation7‡
Payments, cards and disputes10a
Credit, underwriting and suitability8‡
Regulatory, audit, tax and legal5‡
Financial crime and client onboarding4‡
Class of work
LOB Operational46a
Corporate Functional48a
Engagement status and lifecycle stage
Active, Build-Out31a
Active, Transition/Cut-Over43a
Active, Production20a
Canceledb
Note: ‡ Base under 10. No statistic is reported. a Not tested: fewer than two levels of 10 or more engagements. b Not tested: canceled engagements fall outside the active population.

Individual Contributor was the assigned answer on every engagement, so no test across answer levels was computed at engagement level. At respondent level, with each respondent carrying the customer satisfaction of the engagement and standard errors clustered by engagement, customer satisfaction did not differ by role (F = 0.65, df = 3 and 149, p = 0.583, n = 850 respondents).

Association with the Engagement Indicator Mean

The engagement indicator mean is the mean of an engagement's ratings across the rated indicators. At respondent level the measure is the respondent's own mean rating across the rated indicators. The role is not a rated indicator and does not enter either mean.

Table 14. Association with the engagement indicator mean by answer levelTable
Answer levelEngagementsMean of the measureSD
Individual Contributor1504.01.5
Engagement Manager0No engagements
Portfolio Director0No engagements
Customer Management Executive0No engagements
Table 15. Association with the engagement indicator mean, tests across answer levels by segmentTable
SegmentEngagementsWelch FdfpHolm pOmega squared90% CI
Study set150a
Outsourcing model
CXM42a
ITO40a
BPO37a
KPO31a
Institution type
Asset management24a
Wealth management and private banking23a
Investment banking (advisory and capital-markets origination)19a
Insurance (life, property and casualty, health)14a
Commercial and business banking13a
Payments and merchant acquiring (networks, acquiring, processing)13a
Credit card and payments issuing12a
Retail and consumer banking12a
Markets and trading (sales and trading, global markets)11a
Private equity and private capital9‡
Process family
Corporate and back-office functions47a
Technology engineering and operations35a
Client servicing and communications16a
Trade, settlement and reconciliation15a
Payments, cards and disputes12a
Credit, underwriting and suitability9‡
Regulatory, audit, tax and legal9‡
Financial crime and client onboarding7‡
Class of work
LOB Operational76a
Corporate Functional74a
Engagement status and lifecycle stage
Active, Build-Out31a
Active, Transition/Cut-Over43a
Active, Production20a
Canceled56a
Note: ‡ Base under 10. No statistic is reported. a Not tested: fewer than two levels of 10 or more engagements.

Individual Contributor was the assigned answer on every engagement, so no test across answer levels was computed at engagement level. At respondent level, with standard errors clustered by engagement, the respondents' own mean differed by role (F = 82.55, df = 3 and 149, p < 0.001, n = 850 respondents). It was 3.9 among individual contributors, 4.3 among engagement managers and 5.1 among portfolio directors. The mean share of an individual contributor's own ratings in the distressed range was 45.13%, against 36.81% for engagement managers and 20.36% for portfolio directors. Without the two customer management executives, a level of its own in this test, the difference held (F = 24.18, df = 2 and 149, p < 0.001, n = 848 respondents).

Association with Intent to Leave

Intent to leave is the answer to C019, “How likely are you to leave your current job in the next 12 months?”, rated 1 to 10 by up to 798 respondents.

Table 16. Association with intent to leave by answer levelTable
Answer levelEngagementsMean of the measureSD
Individual Contributor1506.82.4
Engagement Manager0No engagements
Portfolio Director0No engagements
Customer Management Executive0No engagements
Table 17. Association with intent to leave, tests across answer levels by segmentTable
SegmentEngagementsWelch FdfpHolm pOmega squared90% CI
Study set150a
Outsourcing model
CXM42a
ITO40a
BPO37a
KPO31a
Institution type
Asset management24a
Wealth management and private banking23a
Investment banking (advisory and capital-markets origination)19a
Insurance (life, property and casualty, health)14a
Commercial and business banking13a
Payments and merchant acquiring (networks, acquiring, processing)13a
Credit card and payments issuing12a
Retail and consumer banking12a
Markets and trading (sales and trading, global markets)11a
Private equity and private capital9‡
Process family
Corporate and back-office functions47a
Technology engineering and operations35a
Client servicing and communications16a
Trade, settlement and reconciliation15a
Payments, cards and disputes12a
Credit, underwriting and suitability9‡
Regulatory, audit, tax and legal9‡
Financial crime and client onboarding7‡
Class of work
LOB Operational76a
Corporate Functional74a
Engagement status and lifecycle stage
Active, Build-Out31a
Active, Transition/Cut-Over43a
Active, Production20a
Canceled56a
Note: ‡ Base under 10. No statistic is reported. a Not tested: fewer than two levels of 10 or more engagements.

Individual Contributor was the assigned answer on every engagement, so no test across answer levels was computed at engagement level. At respondent level, with standard errors clustered by engagement, intent to leave differed by role (F = 126.25, df = 3 and 149, p < 0.001, n = 798 respondents). Mean intent to leave was 6.9 among individual contributors, 6.5 among engagement managers and 6.1 among portfolio directors. Without the two customer management executives, the difference held (F = 6.49, df = 2 and 149, p = 0.002, n = 797 respondents).

Association of Written Sentiment with the Study Measures

Table 18. Written sentiment and the study measuresTable
ComparisonWith a negative responseWithout a negative responseTestStatisticnp
Cancellation rate, engagements5 of 751 of 143 (35.66%)Fisher exact1500.103
Customer satisfaction, active engagementsn = 264.42%, n = 92‡94
Engagement mean written score and cancellation, engagementsPoint-biserial r−0.42210.060
Respondent mean written score and intent to leave, respondentsSpearman rho−0.52210.017
Note: ‡ Base under 10. No statistic is reported.

The comparisons set engagements with a negative written response against all other engagements, most of which had no written response addressing the indicator. Cancellation affected 5 of the 7 engagements with a negative response, against 51 of the 143 other engagements (35.66%), a difference that did not reach significance at 0.05 (Fisher exact p = 0.103). The customer satisfaction comparison was not computed: only 2 active engagements had a negative response, fewer than 10. The engagement mean written score against cancellation (r = −0.42, p = 0.060, n = 21 engagements) did not reach significance at 0.05.

Across respondents, the respondent mean written score against intent to leave (rho = −0.52, p = 0.017, n = 21 respondents) reached significance at 0.05: respondents whose written responses were more negative reported higher intent to leave. Of the three comparisons computed, one reached significance at 0.05, the correlation of the respondent mean written score with intent to leave.

Comparison of Associations Across the Four Measures

Table 19. Associations across the four measuresTable
MeasureEffect sizenValuepEquivalent to zeroRank among the four
Cancellation rateNot tested: fewer than two levels of 10 or more engagements
Customer satisfactionNot tested: fewer than two levels of 10 or more engagements
Engagement indicator meanNot tested: fewer than two levels of 10 or more engagements
Intent to leaveNot tested: fewer than two levels of 10 or more engagements

No association with a study measure was tested at engagement level, so no association was ranked or compared. At respondent level, the engagement indicator mean and intent to leave differed by role, and cancellation and customer satisfaction did not.

Clustering and Effective Sample Size

Table 20. Clustering and effective sample sizeTable
StatisticValueReading
Clusters (engagements)150Engagements with one or more answers.
Mean respondents per engagement5.7Answers per engagement, among engagements with one or more answers.
ICC(1)−0.18Share of the variance that lies between engagements.
Design effect1.00One plus the product of the ICC and the mean cluster size less one.
Nominal respondent n850Every answer, with “I do not know” and “I prefer to not answer” counted as levels, as in the plurality rule.
Effective n850Nominal n divided by the design effect.
Cluster bootstrap appliedNoApplied to every respondent-level interval where the ICC is 0.05 or above.

Role did not cluster within engagements (ICC −0.18). Each engagement had one engagement manager and several individual contributors, so respondents on the same engagement gave different answers by the structure of the team. The design effect was 1.00, and the effective n equaled the 850 answers. The respondent-level tests still used standard errors clustered by engagement.

Equivalence Tests of Null Results

Table 21. Equivalence tests of null resultsTable
MeasurenOmega squaredEquivalence boundEquivalence pEquivalent to zeroAchieved powerMDE at power 0.80
Cancellation ratea
Customer satisfactiona
Engagement indicator meana
Intent to leavea
Note: a Not tested: fewer than two levels of 10 or more engagements.

No equivalence test was computed, because no association with a study measure was tested at engagement level. The absence of a test is not evidence of no association.

Robustness Checks

Table 22. Robustness checksTable
CheckMeasurePrimary pCheck pCheck statisticConclusion holds
Kruskal-Wallis in place of Welch FCustomer satisfactionNot computedNot computedNot computedNot computed
Kruskal-Wallis in place of Welch FEngagement indicator meanNot computedNot computedNot computedNot computed
Kruskal-Wallis in place of Welch FIntent to leaveNot computedNot computedNot computedNot computed
Active engagements onlyEngagement indicator meanNot computedNot computedNot computedNot computed
Active engagements onlyIntent to leaveNot computedNot computedNot computedNot computed
Respondent level, cluster-robust Wald F by engagementCancellation rateNot computed0.4190.95Not computed
Respondent level, cluster-robust Wald F by engagementCustomer satisfactionNot computed0.5830.65Not computed
Respondent level, cluster-robust Wald F by engagementEngagement indicator meanNot computed< 0.00182.55Not computed
Respondent level, cluster-robust Wald F by engagementIntent to leaveNot computed< 0.001126.25Not computed

No primary test was computed, so no check is scored as holding or failing. The checks that compare engagement-level tests were not computed. The respondent-level tests found differences by role for the engagement indicator mean (p < 0.001) and intent to leave (p < 0.001) and none for cancellation (p = 0.419) or customer satisfaction (p = 0.583).

Measure Independence and Part-Whole Correction

Each of the four measures was computed from data the indicator does not contain. At respondent level the engagement indicator mean is the respondent's own mean rating, and the role does not enter it. Each result is therefore a finding and not an arithmetic consequence.

Comparison with the Study Norm

A categorical indicator has no signed correlation with the study measures and therefore no profile against the study norm. The comparison by role appears in the four association sections.

Comparison of Written Sentiment with Other Part 4 Indicators

Figure 4. Share of negative written responses, indicators of Part 4 with 30 or more written responses (n = 11 indicators)Exhibit
0%25%50%75%100%C021C020C018C092C017C012C005C071C080C014C069C084Share of negative responsesMedian of the 11 indicators
Note: Each column is one indicator, ordered from the highest share of negative responses. The indicator, with fewer than 30 responses, is placed among them as the amber column. The dashed line marks the median share, 33.33%.

The indicator, with 22 responses, stands outside the peer set of the 11 indicators of Part 4 with 30 or more written responses. Placed among them, its share of negative responses would rank 7 of 12 from the highest and its mean written score 5 of 12 from the most negative.

Co-Occurring Indicators and Themes

Figure 5. Other indicators and themes in the same written responses (n = 22 responses)Exhibit
01.122.243.364.48Theme: Occurs every cycle or most days4 (18.18%)C1573 (13.64%)Theme: Insufficient exposure to rate3 (13.64%)C2112 (9.09%)C2052 (9.09%)C1992 (9.09%)C1382 (9.09%)Theme: Team or colleagues2 (9.09%)Theme: Told vendor-side management2 (9.09%)Theme: Human rework absorbs thefailure2 (9.09%)Other indicatorsThemes
Note: Themes carry no score. Labels give the count and the share of the 22 responses. The figure shows each indicator and each theme among the five most frequent of its kind, with every tie at the cut. The questions of the indicators shown are quoted in the text. Emotional states in the same responses, as counts: calm or fine 2, stressed 2, proud 1, tired 1.

The indicator most often present in the same responses was “Rate the factual reliability of the AI tools' outputs on this engagement before any human review” (C157, 3 responses). “Rate how clearly ownership of each workflow step is assigned when agents, vendor staff, and customer staff work in the same process” (C138, 2 responses), “I have altered client-provided data” (C199, 2 responses), “I have altered client processes” (C205, 2 responses) and “I have altered AI outputs” (C211, 2 responses) shared second place.

The most frequent theme was “Occurs every cycle or most days”, in 4 responses, followed by “Insufficient exposure to rate” in three, all responses to C198.

Interpretation of the Data

Every respondent answered the question, and the structure of the teams fixed the analysis. Each engagement had one engagement manager and a majority of individual contributors, so every engagement carries the same assigned answer and no engagement-level test could run. At respondent level, the respondents' own ratings rose and intent to leave fell with seniority. Role did not separate respondents on cancellation or customer satisfaction, both properties of the engagement rather than of the respondent.

The written responses place individual contributors at the point where unowned decisions land. Six of the seven negative responses described a decision that the respondent judged to sit above the respondent's role, made because no one on either side would make it. Other responses said the survey asked about matters outside the respondent's view, and three said a rating recorded the respondent's visibility rather than the suppliers. Written sentiment was associated with intent to leave and with none of the other measures computed.

Limitations

The evidence is the reported experience of the vendor's delivery teams, collected in a single cross-section. The associations reported here are not causal.

Role varies within every engagement, and the engagement-level design assigns each engagement one answer. The engagement-level tests that carry the other indicators could therefore not be computed, and the findings rest on the respondent-level tests.

The customer management executive level holds two respondents on two engagements, whose own means lay far from those of the other roles (mean intent to leave 3.0). The respondent-level tests include that level, so the size of their F statistics for the engagement indicator mean and intent to leave should not be read as a measure of effect.

The respondents' own mean records how each role rated the engagement. Senior roles may rate it from a different vantage, so the difference by role does not establish which rating is accurate.

The written responses number fewer than 30, so their shares and the written-sentiment tests rest on a small base. Shares of written sentiment are shares of responses and not of the study set of respondents. In the sample read by a second reader, the two readers agreed on the presence of the indicator in 2 of the 3 responses either reader marked, and on the score in 2 of the 2 responses both readers scored.

Definitions

Table 23. DefinitionsTable
TermDefinition
Response scaleThe answer is one of the listed roles shown in the indicator specification. The indicator is not a rating. No distressed range applies.
Answering baseRespondents who gave one of the listed roles.
Non-answers“I do not know” and “I prefer to not answer” are counted separately. They are excluded from the answering base and from the shares.
Indicator classRespondent level: a property of the respondent rather than of the engagement. Respondents on the same engagement hold different roles.
Failure categoryThe five failure categories of the Study Taxonomy apply only to the rated indicators. The indicator carries none.
Assigned answerThe answer given by the largest number of an engagement's respondents. A tied engagement carries no assigned answer.
Own engagement indicator meanThe mean of a respondent's own ratings across the rated indicators, the respondent-level form of the engagement indicator mean.
Clustered testA test whose standard error allows for the answers of respondents on the same engagement to be alike.
Intraclass correlationThe share of the variation in the answers that lies between engagements rather than within them. A value below zero means respondents on the same engagement differ more than respondents chosen at random.
Written responseA written answer about the respondent's own engagement that addresses the indicator. Non-answers and answers about another engagement are excluded.
Primary and secondaryA primary response answered the written-answer question of the indicator's survey section. A secondary response answered a question in another section and addressed the indicator in its content.
Written sentiment scorea
Note: a Each written response carries one of five scores: −10, −5, neutral, +5 or +10. The sign records whether the response described an effect on the engagement or on the respondent as harmful or helpful. The magnitude records its strength, and −10 marks a statement of totality, constancy or serious harm. A role has no favorable or unfavorable value. Its score therefore records the effect the respondent associated with the role and not a judgment of the role.

Sources and Provenance

Table 24. Sources and provenanceTable
SourceValue
Study dataStudy Data.xlsx, Data sheet, column C005, sha256 219eba0457274d04
Statistics enginecompute_statistics.py, sha256 738319eef764602b
Statistics recordComputed Statistics.json, record C005, sha256 1ae50a3637fc9370
ComputedOctober 13, 2026, 04:57 UTC
TemplateIndicator Template v2, version 2.0 of 10 October 2026
Figures placed by script1,009
Written responsesQuotes Master.jsonl, sha256 27da38085e2b13fd
Written sentiment scoresQuote Coding Rulebook, version 0.6, with section 21
Written-response computationqa_stats.py, sha256 74a61f3a96169da9. wfacts.py, sha256 b85fae20adf812a1. build_indicator.py, sha256 c7b10c57927ea734
Written-response recordsC005.qa.json, sha256 f86aa9d5f911dcd1. C005.wfacts.json, sha256 99e2eb5901e85ecb. Hand-written text handcraft/C005.json, sha256 e93915e67042cf44

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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