✦ AI-Tracked
Adoption Signal Overview
Dragonboat AI adoption readiness, behavior signals, and intervention priorities across 8 Intuit business units · Q2-Q3 2026
BUs tracked
On track
Moderate
At risk
High risk
Program View
Program Detail
Rollout timeline and per-BU progress for programs driving change adoption.
AI Portfolio Planning Rollout — Dragonboat Adoption Timeline
Intuit · Owner: Alison Whittaker · Q2 2026 milestone: June 30 · 6 of 8 BUs onboarded
Wave 1 · May 2026
Pilot — Consumer Products & TurboTax
✓ Complete · 100% trained · Champions active
Wave 2 · June 1–14, 2026
Small Business, QuickBooks & ProConnect
✓ Onboarded · Training 76–88% · No champions in QB/ProConnect
Wave 3 · June 28, 2026 — Q2 Milestone
Tax Platform & Financial Services
In progress · Training sessions June 28 · At-risk BUs — see Action Plan
Wave 4 · Q3 2026 — Requires Intervention
Credit Karma
High risk · No adoption plan · Sponsor absent · Emergency action required
TPM Operating Model Redesign — Change Impact
Intuit · Owner: Alison Whittaker · RACI approval pending
Phase 1 · April–May 2026
Current-state assessment
✓ Complete · 12 TPM process interviews conducted
Phase 2 · May–June 2026
New model design + RACI draft
✓ Complete · RACI submitted June 5
Phase 3 · Blocked
RACI approval + exec alignment
⚠ Pending 3 weeks · No exec sponsor · Q3 kickoff blocked
Phase 4 · Q3 2026 target
Rollout to all TPM teams
Pending RACI approval
Dragonboat Adoption — BU Progress Summary
Training and process adoption by business unit
| BU | Training | Process | Status |
|---|---|---|---|
| Consumer Products | 100% | 88% | ✓ Live |
| TurboTax | 95% | 82% | ✓ Live |
| Small Business | 88% | 79% | ✓ Live |
| QuickBooks | 76% | 72% | ✓ Live |
| ProConnect | 70% | 68% | ✓ Live |
| Tax Platform | 45% | 55% | At Risk |
| Financial Services | 40% | 48% | At Risk |
| Credit Karma | 20% | 30% | High Risk |
✦ AI-Analyzed
Behavior and Adoption Signals
Leading indicators, engagement metrics, confidence shifts, and AI-flagged adoption risks across all 8 BUs.
Credit Karma — No adoption plan ✦ AI
Zero training completion, absent sponsor, and no documented adoption plan with 6 weeks to Q3 cutover. Highest risk BU in the portfolio. Exclusion from Q3 AI features likely without emergency intervention.
Financial Services — BU lead disengaged ✦ AI
Declined two onboarding sessions without rescheduling. Platform engagement at 31%. AI signal: sponsor relationship breakdown — exec escalation required before June 28 session.
Tax Platform — Training resistance pattern ✦ AI
Sessions rescheduled 3× without completion. AI identifies this as a leading indicator of adoption failure — not a scheduling issue. Recommend converting remaining training to async format with a hard completion deadline.
✦ AI-Recommended
AI Intervention Plan
AI-generated adoption interventions for at-risk BUs. Prioritized by impact, confidence, urgency, and leadership attention required.
Credit Karma High Risk · 45%
Readiness gap: 40 points below target · No adoption plan · Sponsor absent
Emergency sponsor meeting. Escalate to VP Product to assign an active sponsor before June 28. Without sponsorship, this BU cannot proceed to Q3 AI-enabled planning.
Assign a dedicated change agent. Embed a TPM from the AI Planning Rollout team as a temporary change agent for Credit Karma through Q3 rollout.
Create adoption plan. Develop a Credit Karma-specific adoption plan (training schedule, RACI, milestones) by July 5. Use Consumer Products as the template — highest readiness BU in the portfolio.
Financial Services At Risk · 58%
Sponsor unconfirmed · BU lead disengaged · Training at 40%
Re-engage BU lead with exec escalation. Request VP-level outreach to Financial Services BU lead before the June 28 onboarding session. Do not proceed without confirmed attendance.
Confirm sponsor identity. Sponsor listed as "unconfirmed" — requires resolution before June 28. Without a named sponsor, RACI cannot be signed and TPM workflows cannot be embedded.
Set a training hard deadline. June 28 is the final scheduled session. Communicate that Q3 AI features will not be enabled for Financial Services without 80%+ training completion by July 5.
Tax Platform At Risk · 62%
Training rescheduled 3× · Sponsor disengaged · No champion
Convert training to async format. Live sessions have been rescheduled 3× — a pattern of resistance, not scheduling conflict. Convert to async modules with a hard completion deadline of July 1.
Identify an internal champion. No champion exists in Tax Platform. Nominate a senior IC or tech lead as a Dragonboat power user. Champion activation is the single highest-leverage action available for this BU.
Re-engage sponsor. Schedule a 20-minute sponsor briefing to align on Q3 AI planning benefits and confirm RACI ownership. Share the Consumer Products and TurboTax adoption ROI data as motivation.
QuickBooks & ProConnect Moderate · 79% / 74%
Onboarded · No champions identified · Training momentum at risk
Champion identification. Both BUs onboarded without an identified champion. Recommend recruiting a senior TPM or PM as champion within the next 2 weeks. Risk: without a champion, adoption plateaus below 80%.
Complete remaining training by July 15. QuickBooks at 76%, ProConnect at 70%. A structured push to 85%+ completion will move both BUs to On Track before Q3.