Case Studies

Large US Financial Services Organization

Capability Building

  • Large US financial services company with over 7000 employees and over $20B in annual revenue.
  • Company had started an organization-wide lean management and agile transformation 2 years prior; this transformation was still scaling up with an internal transformation team of ~100 people

Leaders of the transformation effort were concerned that the lean and agile program was not on a path to sustainability

  • Consulting firm that helped launch program was winding down without adequate capability transfer to internal teams
  • Highly variable skills and performance of change agents
  • Feedback from business partners signaled a lack of trust in the transformation team and lack of excitement for the transformation effort overall

Partnered with the transformation team to build internal transformation team capabilities and modify program design to ensure long-term sustainability and deeper business impact

  • Upgraded transformation engagement model to be more impactful and exciting for business (e.g., by modifying training, assessments, and other key events to be more aligned to the true needs of the business)
  • Developed facilitation, problem solving, and change leadership skills among transformation team
  • Provided coaching and team effectiveness workshops for leaders
  • Facilitated change agents and business leaders through challenging problems using techniques such as value stream mapping



  • Significant upskilling and increased effectiveness of change agents
  • Business leaders reporting higher satisfaction and excitement for transformation program
  • In year 6+, transformation effort continues to grow its business impact and deepen culture of continuous improvement across company