US Trust - Charles Schwab 

Focus on this engagement was related to coaching two key programs within the US Trust's project portfolio.  Knowledge transfer on scenario-based practices, the use of UML, and SCRUM-oriented project management were leveraged for accelerating delivery performance within Charles River Compliance project.  SCRUM practices were also leveraged for coaching a strategic Security Master program struggling to deliver due to complexities related to distributed teams, COTS acquisition and parallel business process reengineering.

Fourth Medium Consulting, in partnership with Valtech USA, delivered on the following service objectives: 

• coach corporate Security Master and Investment Management Systems programs in Lean and Agile COTS-oriented practices;
  
• move the PMO beyond being the process police;  nudge Portfolio Management practices towards outcome-orientation rather than artifact-centricity; evangelized the notion of decision-centric perspective of an IT Investment portfolio over the existing perspective of success within a defined process as being production necessary waste - supporting work-products;
  
• leverage results-oriented cultural shift due to M&A catalyst to effect accelerated or fast change;
  
• introduce Scrum Project Management with path towards Lean and Kanban for steady-state product maintenance;
  
• Influence big corporate metrics program initiative towards pragmatism, leveraging natural artifacts rather than contrived data.