Business case
Operating models & governance
Governance across a major banking transformation
A large banking transformation needed cloud-governance harmonization and multi-vendor coordination across an enterprise portfolio.
Services
Strategy & Operating Models
Ambition translated into structures that deliver.
We work with executive teams to sharpen transformation strategy and design the operating models — ownership, governance, funding, and talent — that make it executable.
The questions we hear
- How do we sequence a multi-year transformation so it funds itself?
- Who should own data — and what does a modern CDO function look like?
- How do we align business, technology, and vendors behind one plan?
The challenges underneath
Strategy without an operating model
Board-level ambition fails when accountability, decision rights, and funding mechanics were never designed. Programs drift between priorities and lose sponsorship.
Investment cases that lose credibility during delivery
Business cases built on optimistic assumptions collapse in delivery. Credible cases connect benefits to operational baselines and track them to realization.
Capabilities
- Transformation strategy and roadmap design
- Operating model and CDO function design
- Investment case development and benefits tracking
- Governance, decision rights, and portfolio design
Outcomes we work toward
- A sequenced, fundable transformation roadmap
- Clear ownership for data, platforms, and change
- Governance that accelerates decisions instead of slowing them
Approach & outputs
Step 1
Frame
Align executive priorities and define the value at stake. Output: priority map and value baseline.
Step 2
Design
Build the operating model, governance, and investment case. Output: operating model, decision-rights matrix and investment case.
Step 3
Mobilize
Stand up the portfolio, owners, and decision cadence. Output: sequenced portfolio roadmap and governance calendar.
Step 4
Realize
Track benefits against agreed baselines and financial results. Output: benefits register and variance reporting.
Methods and delivery tools
Frameworks and tools supporting operating-model design, governance and integrated delivery.
Portfolio & benefits toolingCDO operating model frameworks
Applied in our programs
Who we serve
Start your transformation
Choose an assessment, mobilization or scope-led enterprise engagement for your priority.
Selected resources
Thinking and tools for the work ahead
Business case
Operating models & governance
Operating ownership for a new servicing data platform
The cloud data foundation needed a structure connecting executive sponsors, business units and specialist engineering and business intelligence teams.
White paper
Data & cloud
Cloud Business Value: A Financial Services Scorecard
Link migration progress to unit economics, operational performance and benefits that finance can recognize.
White paper
Operating models & governance
Who Owns the Data After Go-Live?
Establish decision rights, support and funding while building the platform.
Starter kit
Change & adoption
Change Management Playbook
Tie stakeholder impact, communications, training and readiness to operating milestones.
Start the conversation