Agile Transformation at a Mid-Sized Financial Services Firm

Client Overview

A regional financial services firm with over 300 employees was struggling with inefficient workflows, unclear team roles, and slow product delivery. The leadership team sought a strategic partner to lead an Agile transformation that could modernize operations and improve cross-team collaboration.

Challenges

• Fragmented communication between departments

• Frequent project delays due to unclear prioritization

• Lack of data transparency for leadership decision-making

• Low team engagement and resistance to change

BeyondAgile’s Approach

BeyondAgile partnered with leadership to launch a scalable Agile transformation:

1. Assessment & Strategy

• Conducted organizational assessments and Agile maturity evaluations

• Developed a transformation roadmap aligned with company objectives

2. Training & Coaching

• Delivered workshops and 1-on-1 coaching for RTEs, Scrum Masters, Product Owners, and leadership

• Introduced OKRs to clarify goals and drive performance accountability

3. Tools & Visibility

• Implemented Jira dashboards and Tableau reporting for real-time tracking

• Created team-specific workflows to streamline delivery and reduce cycle time

4. Ongoing Support

• Facilitated Agile ceremonies and retrospectives

• Helped build a center of excellence for continued Agile leadership development

Results

• 40% Faster Project Delivery within 6 months

• Improved Visibility into team performance with executive dashboards

• Cross-Functional Alignment increased collaboration and reduced duplicated efforts

• Culture Shift toward innovation and accountability

Client Feedback

“BeyondAgile didn’t just teach Agile—they transformed how we think and work. Our teams are more focused, more aligned, and more productive than ever.”
— Director of Operations

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