Based on a strong recommendation, executives at the bank reached out to Manifold, knowing that the firm was uniquely positioned to provide end-to-end digital transformation advisory services to improve the customer experience. The IT executives were impressed by Manifold’s innovative and agile approach, financial services expertise and multi-disciplinary team.

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In partnership with PwC, Manifold first developed a technology roadmap based on deep learning and discovery with executives and subject matter experts to uncover opportunities for improvement. Leveraging their experience in change management and agile development, Manifold also created a PMO playbook to outline the process plan for implementing the solution.

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Discovery began with executive white boarding sessions and branch visits to identify key pain points in the current processes, from both employee and customer perspectives. A future state design thinking workshop with executives and subject matter experts helped identify a list of possible solutions and a data set of corresponding capabilities required to address current pain points and future solutions. Workshops were then completed to confirm the data set captured all of the input. In addition, subject matter interviews helped identify the current process flow by product type to identify steps and technology applications requiring improvements.

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Weekly sessions with the client to discuss PMO best practices helped Manifold align stakeholders for future success. Manifold also delivered a prioritized list of epics to ensure the development team was working in lock-step with the objectives of the greater team. In doing so, the client could not only achieve quick wins, but also streamline front-to-back operations and processes.