Legacy financial organisations (viz. BFSI – Banking, Financial Services and Insurance enterprises) operate in a regulatory and high-risk environment. This session discusses some of the organisational dysfunctions such companies experience during their Agile transformational journey.

The session will help you understand and empathize with such dysfunctions and some possible mitigation patterns. Sample dysfunctions below:

  • There are multiple middle management layers which are redundant and mostly resistant to change.
  • Huge upfront planning and big-bang delivery model is practiced.
  • Rewards and Recognition of individual performances still exists.
  • Command and Control mode of working still exists. For example, Scrum teams do not have the liberty to conduct Retrospectives.
  • Business teams are not aligned with IT teams.

The speakers’ experience is accumulated over the years while working with multiple and large financial organisations across the globe.


Outline/Structure of the Case Study

This session discusses patterns emerged from real experiences delivered in workshop style. My experiences of transformation at large and legacy financial enterprises combined with the participants’ experiences will be collectively brainstormed in a workshop format. This will also promote discovery of some of the topics unexplored in the industry today such as Agile in regulatory environment, Agile in bureaucratic organisations etc. There will be no or very few slides with more images than text thus triggering interactions rather than a one-way talk.

The overall session delivery will be based on ‘Brain Science Learning’ to create higher impact. 'Training from Back of the Room' techniques will be used to facilitate the workshop, so that the participants have real takeaways so that they can apply in their transformations.

Learning Outcome

  1. Challenges faced by legacy financial organisations during Agile transformations.
  2. What are the options to mitigate such challenges?
  3. Some case studies on how Fortune 500 organisations have emerged successful.
  4. A leader's perspective in a legacy organisational transformation.

Target Audience

Team members, Project Managers, Program Managers, Senior Leaders, Agile coaches, Scrum Masters, Program Executives, PMO, any curious member of the organisation.

Prerequisites for Attendees

Nice to do but not mandatory: Interested participants can record responses to the following questions and bring to the session (This technique is called Scavenger Hunt):

  1. List down one financial enterprise which went through Agile transformation in last couple of years. (If data is confidential, then just write down indicative details such as country of enterprise, domain of business etc. Eg. Top retail bank in USA).
  2. Are you a member of the transformation journey? (Yes/No)
  3. List down one dysfunction you observed during the transformation.
schedule Submitted 2 years ago

Public Feedback

comment Suggest improvements to the Speaker
  • Ravi Kumar
    By Ravi Kumar  ~  2 years ago
    reply Reply

    Hi Suresh,

    Besides the points from Prasad I agree with there are few things in the proposal the caught my attention.

    Neither the outline or learning outcome discusses specifics on financial services but are rather generic. The points below is something you need to think thro' and update the proposal.

    1. This is a proposal focused on BFSI/FS industry - I just want to make sure that you are aware the audience at Agile India will be from various other industries. Your proposal might limit the number of people attending your session which is alright but the talk/content with specifics from your experiences is helpful
    2. Is this a workshop or a case study. I ask this because you've marked the proposal as case study while there are pre-reqs and the requirements for the session expect stationary/material necessary in a workshop.
      1. What if no one shows up without completing the pre-reqs? If this is important then help us educate how you intend to use the responses. 





  • Prasad
    By Prasad  ~  2 years ago
    reply Reply

    Thank you Suresh for the proposal.. as year progresses we are seeing a level of maturity in our participants. In the current proposal I am not seeing any significant learning or take away.  Why don't you emphasis more on patterns / approach through which you have transformed legacy organisation.. how did you knew it is transformed, what is the success look like ..



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