Lloyd's Banking Group PLC
Client Code: lloyd-001
Client Information
- Key Contact:
- James Oliver
- Email:
- james.oliver@lloydsbanking.com
- Revvence Lead:
- Lijoy.
- Tags:
- Universal Bank UK Tier 1 Bank
- Status:
- Active
- Created:
- 22 Oct 2025
Client Business Review
Business Review: 🟡 Moderate The account health for Lloyd's Banking Group PLC indicates a moderate status, primarily due to a robust revenue pipeline but a concerning forecast that suggests potential challenges in converting bids to actual revenue. Focus on enhancing communication with the client to better understand their evolving needs and expectations, which may help in securing more projects from the pipeline. Consider engaging in a proactive review of the current projects to identify opportunities for additional value delivery, thereby strengthening the overall relationship.
Client Metrics
| REVENUE PIPELINE | ||
|---|---|---|
|
£1,727,500
Pipeline (Projects: 5)
|
£235,440
Forecast (Projects: 2)
|
£424,850
Potential Revenue (Projects: 3)
|
| FINANCIAL PERFORMANCE | ||
|
£345,275
Actual Revenue
|
£243,588
Total Fully Burdened Cost
|
£101,688
Margin (29.5%)
|
| CAPACITY & RATES | ||
|
0.0
Planned Days
|
291.5
Booked Days
|
276.4
Actual Days
£1,249
Avg Daily Rate
|
Feb 06, 10:05
Send temperature check email
on External Reporting
In Progress
High
Assigned to Bijal Mehta • Due Feb 06
Feb 06, 10:00
Assigned to Bijal Mehta • Due Feb 06
Feb 06, 09:25
Feb 06, 09:25
Feb 06, 09:25
Feb 06, 09:25
Send updated plan-on-a-page to James Sutton
on C&CP
Not Started
High
Assigned to Lijoy Varughese • Due Feb 06
Feb 06, 09:25
Assigned to Lijoy Varughese • Due Feb 06
Projects (10)
New Project| Project | Status | Timeline | Target Revenue | Target Cost | Target Margin | Effort Days |
|---|---|---|---|---|---|---|
|
External Reporting Extension
LBG-ExRepExt-2025
|
Forecast |
24 Nov 2025 -
12 Dec 2025 |
£23,100 | £16,275 |
£6,825
29.5%
|
20.0
P: 20.0 | B: 0.0
|
| Bidding |
16 Feb 2026 -
30 Oct 2026 |
£467,500 | £280,500 |
£187,000
40.0%
|
407.0
P: 407.0 | B: 0.0
|
|
|
FTE & Colleague Cost Planning
Lloyds-CostPlan-2025
A six-month transformation to fix the FAW/OAC reporting mess and enable rolling forecasting for cost...
|
Bidding |
05 Jan 2026 -
30 Apr 2026 |
£531,000 | £318,000 |
£213,000
40.1%
|
520.0
P: 520.0 | B: 0.0
|
|
P&P
Lloyds-P&P-2025
A six-month, four-person MVP to deliver position-based workforce planning (People & Places) as the f...
|
Bidding |
05 Jan 2026 -
29 May 2026 |
£374,000 | £224,000 |
£150,000
40.1%
|
440.0
P: 440.0 | B: 0.0
|
|
Investment Management UI
Lloyds-InvestUI-2025
Re-engineer the Investment Management app’s UI and underlying build to replace a poorly built, user-...
|
Bidding |
05 Jan 2026 -
31 Mar 2026 |
£143,000 | £85,000 |
£58,000
40.6%
|
128.0
P: 128.0 | B: 0.0
|
|
C&CP Replan
Lloyds-CCPReplan-25
A new project to track the additional planned days after the C&CP replan exercise....
|
Awarded |
06 Nov 2025 -
12 Dec 2025 |
£103,000 | £80,000 |
£23,000
22.3%
|
- |
| In Flight |
01 Sep 2025 -
28 Nov 2025 |
£100,800 | £80,000 |
£20,800
20.6%
|
83.9
P: 0.0 | B: 83.9
|
|
| Forecast |
16 Feb 2026 -
17 Jul 2026 |
£212,340 | £140,000 |
£72,340
34.1%
|
333.7
P: 333.7 | B: 0.0
|
|
|
Capital Planning
CapPlan-Lloyds-2025
EPM integration with FSDF data layer, part of the RegAdapter project with FSGIU....
|
Bidding |
17 Nov 2025 -
29 May 2026 |
£212,000 | £150,000 |
£62,000
29.2%
|
- |
| In Flight |
01 Sep 2025 -
12 Dec 2025 |
£221,050 | £140,000 |
£81,050
36.7%
|
207.6
P: 0.0 | B: 207.6
|