Financial Services Transformation

We developed an automation strategy to maintain and manage PaaS solutions.


  • Management & Technology Consulting
  • Strategy Development
  • Financial Management Consulting


When a large, influential financial services company was implementing Platform as a Service (PaaS), they realized that their operating model needed a significant amount of automation to improve operations in both the existing and new environments.

Support for the existing platform was mostly manual; the new strategy needed to move the organization from simply fulfillment to effectively maintaining and managing PaaS solutions.


  • Established a functional workgroup that included leaders from all areas within the IT service delivery organization to provide information, identify resources for interviews, etc.
  • Established a clear, succinct mission and developed a strategy to address actions for the customer, staff and management, automation tools and impacts to the current ITIL framework, processes and governance

Impact & Results

  • A common message around automation and a unified action plan
  • A clear and concise roadmap to make automation the first action and not an after-thought
  • Single, unified understanding of the project requirements to establish a firm foundation for the strategy development and future reviews
  • Introduction of a new function while leveraging existing governance – without introducing new bureaucracy
  • An actionable strategy that incorporated the results of previous attempts at a strategy, but with new action items and a unified mission
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