This case study covers our experiences executing the Digital Transformation of a large financial institution across eight countries and three continents.

In the experience report, we’ll outline the specific problems that Strategists, Change Agents, and Agilists encounter when attempting to do a transformation of this scale.

We will talk about:

– How we targeted a small portfolio to achieve a successful first pilot and how we leveraged it to generate interest from other groups within the organization.
– How we articulated a standard global strategy that included several portfolios across different countries.
– How and when we engaged with departments outside product development: Engineering, Marketing, Digital Sales, Business Development, Talent and Culture, etc.
– How we went multinational but kept the relationship with the major stakeholders to avoid engaging at the team level only.

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