A 13-month project to mitigate a strategic technological risk and align the organization with agile culture.
Client and Sector: Our client, a leading entity in the Financial sector with operations in Spain, was at the time of undertaking a technological project of very high strategic impact.
The Situation / Need (The Pain): The organization faced a critical challenge: the need to manage the high risk associated with this technology project and the urgency of migrating the project management culture from traditional (waterfall) methodologies to a new approach agileThe General Management required immediate executive advice, with proven experience (Accountability), capable of guiding strategic decision-making (what, how, with whom and when) and ensuring the viability of the project.
The Approach and the Solution EPUNTO (The Methodology): EPUNTO activated, in less than two weeks, a Senior Advisor from our pool of managerial talent to assume the role of Strategic Advisor in Digital Transformation, AI and Agile Methodologies.
For 13 months, the executive was integrated to directly advise the General Management and the project team, with clear objectives: to reduce exposure to technological risk and to act as coach for the implementation of the new philosophies agile.
Under the supervision and mentorship of Emilio del Prado, Partner at EPUNTO, the project focused on defining the roadmap of action, evaluate the most sophisticated technological solutions (including AI) and ensure a change of mindset effective and sustainable in teams.
Partner responsible for the project
Some questions and answers
What was the main challenge in this project?
The challenge was to mitigate the risk of a business-critical technology project while simultaneously driving a profound cultural transformation toward agile methodologies. A 'plug and play' executive was needed to provide an external, expert, and independent perspective to validate decision-making at the highest level.
Why was a Senior Advisor (Interim) chosen instead of a traditional consulting firm?
La speed and specialization They were critical. The organization didn't need a consulting report, but rather top-level management talent.Senior Advisor), integrated into the daily operations to advise the General Management on a strategic project with a defined timeframe (13 months). The aim was to Accountability of an expert who would be involved in the decisions.
What was the most significant impact in the first 90 days?
In the first quarter, our Senior Advisor successfully established the decision-making framework for the General Management, defining the roadmap of mitigating technological risks and starting the first sprints under methodology agile with the project team, laying the foundations for the transformation and ensuring the course.
How did EPUNTO ensure knowledge transfer at the end of the mission?
Our methodology includes a structured exit plan. The Senior Advisor acted as coach and mentored the internal team and the General Management in the new work philosophy agile, documenting the new project governance model to ensure the full sustainability of the improvements and the autonomy of the entity.
What differentiating factor did EPUNTO contribute to this solution?
The speed of onboarding (less than two weeks) and the precision in selecting the executive. We provided a Senior Advisor in Digital Transformation and AI who not only had proven technical experience in complex technology projects and AI solutions, but also the soft skills necessary to advise the General Management and navigate the company's cultural change.