Org Bio:  Investment management of $1.7 Trillion in assets across 17 global markets, 10k employees, 6 CoE Agility Coaches

  • Hired by VP of Transformation Office to mentor Business Agility coaches in 7 Product Verticals (~150 people in each).
  • Desire to improve their OKR tracing through Portfolio business cases, ensuring verifiable, attributable business outcomes.
  • Transformation Planning and scaling up / out attempt in 2026
  • Expansion of Agile Center of Excellence and mentoring of internal FTE coaches
  • SAFe scalable prioritization practices (WSJF) introduced to ensure focused WIP and optimal release delivery throughput.
  • Average Flow Efficiency improvement from 15% to 60% with cross-team Epic backlog mgmt. coaching in just 12 weeks.
  • 200% lead time reduction enjoyed by two of their larger product lines; major releases every 6 weeks rather than 6 months.
  • Say:Do sprint ratios improved from 40% to 95% for three delivery verticals (25 teams, ~350 people impacted).
  • Breadthwise stabilization of 30 Scrum and Kanban Teams