Client Case Study: Financial Services

From inconsistent processes to an Agile Portfolio model that enabled the team to deliver over quality 300 initiatives in 18 months.

Brian Goeller, Chief Technology Officer, First National Bank and Trust

When we brought Julie in, the technology organization had no project delivery methodology whatsoever. We had a roadmap, but work wasn't getting done. Priorities were unclear. Everyone—from the executive team to the frontline—was frustrated. We didn't just need a new process. We needed belief that delivery was even possible.

Custom training materials, full support

Julie didn't arrive with a packaged playbook. She built one with us. She trained the entire team on agile principles using materials she designed specifically for a banking context — our constraints, our culture, our language. Then she stayed. She embedded with our teams, mentored staff directly, and helped build out our backlogs from the ground up.

Support for the organizational change needed at every level for success

The toughest challenge wasn't training or tooling — it was organizational change. Creating structures where people genuinely owned outcomes required Julie to work at every level of the bank, from board-level context-setting to individual team coaching. She never lost sight of operational reality either, helping us balance the unglamorous work that simply has to get done with the higher-value efforts that move the organization forward.

A model that could mature as we improved

Critically, she designed our process to evolve. As we learned what worked and what didn't, the model changed with us — never locked into a framework for its own sake.