The document outlines a 90 day challenge to adopt Agile practices at a corporate scale. It emphasizes delivering business value fast through empowerment, eliminating waste, and regular reflection. Feedback from customers showed improved experience with advised transactions while execution-only transactions had more issues. Lessons learned include having a clear purpose, fixed timeline, process review, resourcing appropriately, and understanding future demand.

1. The 90 Day Challenge
Agile on a Corporate Scale

9. Agile/Lean adoption
journey

10. Standard
Variable Rate
Current
Product

11. 35
90

12. 90 Days
 Deliver fast
 Business value
 Empowerment
 Eliminate waste
 Regular reflection
 See the whole
 Celebrate success
 Regular comms

13. “Retain more customers at
product transfer time through
improving customer experience,
whilst reducing the resource
needed to service them.”

15. Execution-Only
Process

17. ADVISED
“It went without a hitch”
“My advisor, Lisa, was excellent”
“very slow transaction, hard to
contact and a feeling that I am
not important”
“Smoothly however the wait
between booking & actually
speaking to the adviser was longer
than I would like in future”

18. EXECUTION-
ONLY
“Very smooth”
“Very easy and straightforward
process”
“It was smooth but the security
emailing etc was a bit clunky…”
“There were far more issues and
complications than I had expected.
I had to keep phoning and asking
for emails to be re-sent”

19. Advised
Execution-Only
Email
Scan
Whiteboard
MI
Call
Appt
OnlineFactFind
Survey

23. “Retain more customers at
product transfer time through
improving customer experience,
whilst reducing the resource
needed to service them.”

24. What did we learn?
 Clear purpose
 Fixed time
 Business value
 Empowerment
 Process review
 Visiting business
 Resourcing
 Compliance
 Priority
 Future demand

25. @IvanaTerrorBull