Case study · Financial Services
Enterprise agile transformation coaching with the Office of the CIO
Wells Fargo and Wells Fargo Home Mortgage
Engagement at a glance
| Client | Wells Fargo and Wells Fargo Home Mortgage |
| Industry | Financial Services |
| Engagement period | 2021 to 2022 (Wells Fargo); 2004 to 2006 and 2009 to 2011 (Wells Fargo Home Mortgage) |
| VTPMO role | Enterprise transformation lead; agile coach and technology program lead |
| Platforms and methods | SAFe, Jira, Jira Align, Confluence, with Okta, ServiceNow, and Workday integration |
Challenge, approach, and results
Challenge
Large, regulated delivery organizations with mixed agile maturity needed a consistent operating model and measurable adoption while keeping in-flight programs on track.
Approach
VTPMO partnered with the Office of the CIO and the Lean-Agile Center of Excellence across 6 product groups, 15 ARTs, and 51 teams to expand the Lean-Agile transformation, architect Jira Align with Okta, ServiceNow, and Workday integration, run value stream mapping workshops, and coach leaders and teams.
Results
- 70% increase in agile adoption
- 55% improvement in process efficiency
- 85% on-time delivery at Wells Fargo Home Mortgage
- 50% improvement in delivery speed on a high-profile website platform program
Tools: SAFe, Jira, Jira Align, Confluence
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