Case Study
Portfolio & Delivery
Transformation
Engagement Duration
2024–2026

Engagement Type
Transformation Advisory

Industry
Global BPO · Enterprise Tech
Client
Publicly traded Global BPO$2.2B revenue, 50K+ employees
Sponsor
CTO & VP, Transformation PMO18-year company veteran
Presenting Problem
No delivery framework, no spend visibility, no intake
01 The Situation

The client is a publicly traded global customer experience and BPO company with over 50,000 employees across dozens of markets. The engagement was sponsored by the CTO and VP of Transformation PMO — an 18-year company veteran with direct accountability for technology and delivery outcomes.

The problem wasn't a single broken thing. Work arrived with no intake process, no prioritization framework, and no standard delivery model. Engineering time was untracked. Tools were fragmented. The portfolio had 60+ competing ideas with no mechanism to sequence or eliminate them. Each layer fixed revealed the next one underneath — the engagement ultimately spanned six parallel workstreams.

02 What Was Found
No Intake Process

Work arrived via email, chat, and executive side requests. No standard mechanism to capture, score, or prioritize before resources were committed.

Spend Was Invisible

Engineering time not tracked against OpEx or CapEx. Leadership had no visibility into what initiatives were consuming resources or whether spend was generating returns.

Fragmented Toolchain

Asana and Jira operated in silos with no integration. Planisware running at $172K/year with low adoption. Portfolio visibility was zero.

60+ Ideas, No Filter

An accumulated backlog of competing initiatives with no forcing function to eliminate, score, or sequence them. Every idea consumed attention whether it deserved to or not.

No Delivery Model

No standard methodology. Different teams ran different processes with different vocabularies and no shared model for how work moved from idea to execution.

Teams Built for Handoffs

Engineering structured around functions rather than flow — creating coordination overhead, unclear ownership, and the delivery friction Agile is designed to eliminate.

"The job wasn't to fix one thing. It was to build the operating infrastructure that made everything else fixable — intake, prioritization, tooling, spend visibility, delivery cadence, and team design. Each layer revealed the next one."
03 What Was Built
Lean Intake System
Asana · WSJF scoring
Lean Intake Canvas with WSJF scoring — standardizing how initiatives entered the portfolio, scored against business value, time criticality, and risk. Payback period added as a standard KPI gate. Applied to the existing 60+ idea backlog, culling it to ~20 prioritized initiatives.
OpEx / CapEx Reporting
Tempo · Jira
Tempo integrated into Jira — enabling engineering and delivery time to be tracked against OpEx and CapEx classifications for the first time. Surfaced spend that had been flowing without accountability and created the infrastructure for initiative-level ROI tracking.
Tool Consolidation
Asana · Jira · Planisware exit
Asana stood up as the intake and PM layer for non-engineering teams. Asana–Jira integration built for bi-directional portfolio visibility. Planisware decommissioned — $172K in annual licensing eliminated.
Agile Playbook
Confluence · full org
Full delivery operating model authored and deployed across Product, Engineering, Infrastructure, and PMO — Scrum, Kanban, Lean Portfolio Management, ceremonies, role definitions, story standards, and backlog management. Lives in Confluence as the standing onboarding and governance reference.
Engineering Restructure
Org design · reporting lines
Reporting lines redesigned to limit handoffs and stabilize teams — reorienting from functional silos to product-aligned ownership. No headcount changes. Clearer decision rights, reduced coordination overhead, and faster delivery without adding cost.
Enterprise AI Rollout
Claude · business case
Business case built and championed for an enterprise AI productivity layer across delivery and operations teams. Use cases scoped, investment approved, rollout supported — ahead of the broader market adoption curve.
04 Documented Impact
Outcome What It Means Value
$172K licensing eliminated
Planisware decommissioned
Confirmed annual cost of a low-adoption tool replaced entirely by the consolidated Asana + Jira stack. $172K/yr saved
OpEx leakage made visible
First-ever initiative-level spend tracking
Engineering spend that had been flowing without classification is now tracked, attributable, and recoverable. Baseline for all future ROI reporting. Leakage recoverable
60+ initiatives → ~20
WSJF scoring · payback gate
~40 initiatives scored, deprioritized, and removed from active consideration — freeing delivery capacity, leadership attention, and engineering resources for the work that actually moves the business. Portfolio focused
Delivery model installed
Agile Playbook · full org
A $2.2B global operation now has a shared delivery language, a documented operating model, and a governance reference that onboards every new team member the same way. Operating model live
Engineering restructured
No headcount impact
Reporting lines redesigned for product-aligned ownership. Handoff delays removed, decision rights clarified — velocity improvement without additional cost. Friction removed
AI capability deployed
Enterprise rollout · ahead of market
Enterprise AI tooling approved and deployed across delivery and operations — positioning the organization to capture productivity gains before the broader market has moved. AI unlocked
Confirmed annual savings $172K/yr + ongoing
The Real Number

The $172K is what fits on a receipt. The harder-to-quantify value is what a 50,000-person global operation gains when it goes from no portfolio governance to a scored, sequenced, defensible system — when OpEx that was invisible becomes trackable — when an engineering org restructures without adding headcount and ships faster. That's the kind of value that compounds. It doesn't show up in a single line item.

This engagement was sold, executed, and handed off inside a complex, politically layered enterprise where every change had to be socialized before it could stick. That's a different skill set than building something from scratch. Both matter. This one is harder.