Financial Services Case Studies

Driving Transformation at CAPITAL Services

people working on a chat and laptop in conference room

About CAPITAL Services:

CAPITAL Services is an innovative credit card portfolio management and servicing company providing portfolio analytics, financial modeling, compliance, technology and servicing for their clients. Focused on generating sustainable financial strength, they are a family-owned business that was started in 1998.

Business Challenges:

CAPITAL Services had gone through agile training and workshops as a company the year before. They had seen some initial success, and wanted to extend that further. Their leadership team identified areas that they wanted to improve on during the assessment.

  • Collaboration challenges: Some confusion still remained around roles/responsibilities as well as project vs. product alignment between technology and the business, impacting collaboration
  • Unpredictable, delayed delivery: Limited capacity planning increased work-in-process (WIP), also impacting predictability.
  • Competing priorities: Without a shared language and understanding surrounding value flow, individuals within and across teams were not able to optimize the flow of value to the business.