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Earned and margin: Q3 2026 (last full quarter)
Brightwater Credit Union renewal on Nov 30, 2026 is at risk
James Okafor · 1 open issue · Renews Nov 30, 2026 · in 56 days
Meridian patient portal UX: "Accessibility remediation" is late
James Okafor · 2 open issues · Renews Dec 31, 2026 · in 87 days
Priya Shah is over capacity and holding up Harbor & Pine website rebuild and Copperline driver app redesign
Sofia Alvarez · 1 open issue · Renews Jan 31, 2027 · in 118 days
| Client | Status | Main issue | Account owner | Earned | Delivery margin | Overdue | Renewal |
|---|---|---|---|---|---|---|---|
| Brightwater Credit Union Financial services · 2 active projects | At risk | Brightwater Credit Union renewal on Nov 30, 2026 is at risk | James Okafor | $94k | 55% | — | Nov 30, 2026 in 56 days · at risk |
| Meridian Health Partners Healthcare · 2 active projects | At risk | Meridian patient portal UX: "Accessibility remediation" is late +1 more | James Okafor | $100k | 59% | — | Dec 31, 2026 in 87 days · at risk |
| Copperline Logistics Logistics · 2 active projects | At risk | Priya Shah is over capacity and holding up Harbor & Pine website rebuild and Copperline driver app redesign |
Earned revenue and delivery margin are for Q3 2026 (last full quarter), before overhead. Delivery margin covers direct labor, contractors and project expenses only.
| Sofia Alvarez |
| $156k |
| 62% |
| — |
| Jan 31, 2027 in 118 days |