CASE STUDY – AGILE BUSINESS DESIGN AT A BANK

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Home » Agile Business Design at a Bank

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Our banking client came to us with this challenge….

We are a wealth organization, that needs our application approvals in a key product to increase by 2% in the next 12 months. While we have previously implemented a business and process driven approach, we focused less on the consumer. Now we want to develop our product team, who are only new to Agile Ways of Working, into a lighthouse team for the rest of the business, to deliver customer value quickly. Can you help?


In collaboration with the bank, we established new ways of working and a new culture that delivered on their targets and found efficiencies in doing so.


Key approaches

By working alongside the client ADAPTOVATE were able to:


  • Built an end-to-end Customer Journey Map mapped to the business processes to determine pain points and opportunities ​


  • Determined the main objective with key results (OKR’S) which could be tracked monthly (leading and lagging indicators) to ensure any changes made were making a positive difference, and reviewed these quarterly​


  • Conducted a one-week Design Sprint to quickly align the team on the objectives, framed the problem and prototyped solutions to be tested and developed further​


  • Transitioned the team to remote working by introducing online collaboration tools (Miro and Menti) to run Agile ceremonies & workshops and a best practices playbook ​


  • Conducted tailored Agile training and coaching based on the squad’s agile maturity to embed Agile principles and mindset​

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Agile Business Design at a Bank

Our client, an Australian consumer wealth organisation, was facing a decline in the volume of applications being approved for a key product and have been set a target of increasing customer acquisition by 2% within 12 months

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Home » Agile Business Design at a Bank

Locations

USA

US Headquarters

695 Town Center Dr, Suite 1200

Costa Mesa, CA 92626

+1 424 543 2623

[email protected]

AUSTRALIA & NEW ZEALAND

Sydney


Simpson House, Level 5, 249 Pitt Street

Sydney NSW 2000

+61 2 7200 2530

Melbourne


L20, 15 William Street,

Melbourne VIC 3000

+61 2 7200 2530

Auckland (Tāmaki Makaurau)


Level 4, ACS House, 3 Ferncroft Street,

Grafton, Auckland 1010

New Zealand

SINGAPORE

3 Temasek Avenue #18-01 Centennial Tower

Singapore 039190

+65 98348486

POLAND

ul. Czackiego 15/17

00 -043 Warszawa

+48 505 626 416

CANADA

Postal location:

110 Cumberland Street Suite # 307

Toronto ON M5R 3V5


Physical office location:

296 Richmond St. West

Toronto, ON M5V 1X2


Canada

+1 647 631 1205

UK

5th Floor, 167-169 Great Portland Street

London W1W 5PF

+44 20 3603 1662

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Adaptovate - Business Agility specialists