Agile Case Studies

Case Study #1

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Industry:

Higher Education 

 

Client:

Vice Chancellor of Advancement

Background

Newly appointed leader making significant organizational changes, with significant turnover in leadership ranks, needed to align the organization to her vision, operate more efficiently to create bandwidth and a pathway for significant new fund raising campaigns.

 

Implementation

Implemented lean and agile collaboration structures specifically for the leadership team.  Enabled immediate visibility into current state operations along with accelerated relationship building to position leaders to prepare the organization for a bold fundraising initiative.

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Outcome

Organization achieved rapid leadership mobilization to properly position competing priorities and accelerate the path to embark on a significant philanthropic campaign.

Case Study #2

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Industry:

Mechanical Services 

 

Client:

Chief Financial Officer

Background

Mechanical services provider experienced lagging growth due to aging technology, poor data utilization, and inefficient internal operations.  Opportunities to spur growth in the field failed due to the inability to scale business operations, exacerbated by failed technology initiatives across highly siloed business units.

 

Implementation

Conducted business and technology capability assessments and developed a roadmap for cross-functional business and technology transformation.  Implemented Agile delivery model to more effectively engage business operations and technology staff.

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Outcome

Client was able to pivot from their legacy operational focused solutions to full ERP re-platform, with realized efficiencies reinvested to bolster operations and scale growth in the field.