Case Studies/Financial Services
Change & Delivery AdvisoryOperational Excellence

Instilling operational excellence for engineering teams

Sole unified three siloed engineering teams around a shared, measurable operating model—eliminating nearly 50 false-positive alerts a day, reducing missing-report detection from a week to the same day, and successfully transferring full ownership to the client’s team.

0%30%60%100%M1M6M12THE GAPSTALLED · 30%OPERATING MODEL · 74%M4 · DIVERGE
ADOPTION · 12 MO

The Challenge

A global asset management firm's engineering teams had each developed their own tools, processes, and ways of working. Leadership could see the symptoms, including monitoring noise, uneven documentation, and inconsistent delivery, but had no shared standard for engineering health and no way to compare teams or decide where to invest.

Underneath was a people and ownership problem. Dedicated coordination roles had rolled off after an earlier transformation, engineers had absorbed the work without support, and nobody clearly owned shared artifacts such as monitoring alerts. Any new standard would have to be adopted by teams that were already stretched.

The Approach

Stakeholder analysis.  Structured interviews with engineering managers, tech leads, delivery leads, product leaders, and operations teams established who would be affected by a shared standard, how, and what each audience needed to hear.

Readiness gate.  Before any team was assessed, Sole and client leadership confirmed executive sponsorship with a named senior owner, day-to-day stewardship, protected capacity, candid participation, and a delivery rhythm the work could attach to.

Baseline and prioritization.  A communication package preceded a 36-respondent self-assessment against sixteen capabilities. Scores, not politics, set the roadmap: each team's weakest capability first, and the gap all three shared as the first collective priority.

Mobilize inside existing rhythms.  Improvement work ran inside each team's sprints. A communication plan gave every level its own cadence: weekly working groups for the teams, steering committee readouts for managers and the sponsor. RACI-based ownership put a named owner and a champion on every team.

Transfer ownership.  The methodology came from the client's own managers' working sessions. A single named client owner co-led day-to-day and now carries the cadences, assessments, and reporting forward. Working groups and the live dashboard ran uninterrupted through handoff.

The Outcome

1 week > same day
detection of missing reports
~50/day
false-positive alerts eliminated

Three teams that had operated differently for years now measure themselves against one standard and improve at their own pace. Projected recurring operational value is $250K–$500K a year, estimated from before-and-after operating data rather than speculative ROI. Ownership sits in-house, which is why the model kept running after Sole rolled off.

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