case study – Agile business Design at a bank

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Our banking client came to us with this challenge….

We are a wealth organisation, 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

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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