0 Items

Fidelity Investment Services: Feb 2020 to July 2020

by | Aug 30, 2025

Enterprise Business Agility Consulting

  • Assessment of a 14 month-in-progress incubator initiative seeded with $60MM investment and potential to scale across their entire 55,000 employee base.   Included LOB Stakeholder interviews, cross-functional surveys with Strategic and Solution practitioners, and direct observations of maturing ARTs, to help the client pin point their delays in PAAS delivery and to improve the Transparency of their strategic planning system end to end. 
  • Establishment of a Lean-Agile Portfolio Team, to realize Cadenced Flow of Strategy in-take, challenging for MVP identification and delivery each fiscal quarter.  Baslining of Agile-oriented KPIs as part of course correction in burn-rates towards economically justified and directly observable delivery of incremental MVP delivery.
  • Vetting of multi-year Product Vision and PAAS strategy, virtual restructuring of initial Value Stream to improve the Flow of delivery while reducing risk and dependency blocking conditions.
  • Leveraged the SAFe S-curve implementation roadmap and associated Training regimen, building out a 1st time LACE and Transformation Roadmap, mentoring Leadership to “use Agile to become Agile”.
  • DevOps coaching with Architects to shape/influence Strategic goals iteratively through the new Portfolio, including the maturation of a new Product Mgmt discipline representing post-incubation scale and coverage.
  • Calibration and Correlation of the Agile-vertical estimation practices, to improve the predictability and reliability of Market Release announcements corresponding with Industry conferences.   Showing client how to avoid “vaporware” and realize relevant feedback against their Live, evolving PAAS, to hone their Lean-Startup capabilities.
  • Grow and Split approach towards specialized dual-track delivery and formation of a 2nd ART associated with Value Stream analysis, resolving major resource contention and gaps in Stakeholder commitment.
  • Coaching to optimize 2 ARTs, including the Agile Practice mentors (SMs, RTEs).