David Caulfield

Engineering Excellence in Regulated Environment: €2 Million Revenue Retention, €6 Million Pipeline

Problem Statement

Flagship engagement with 4 teams (32 engineers) in highly regulated banking environment had no delivery governance.

Our client, a Tier-1 bank, operated with a top-down hierarchy, resulting in slow decision making and siloes. We needed to establish engineering excellence from scratch to prove extreme value in this flagship engagement.

Challenges

  • No continuous improvement culture
  • 2-month onboarding time
  • Teams struggled to work efficiently
  • No automation, limited testing environments, bureauctratic approval processses
  • Slow-moving technical gatekeepers
  • High stakes: Losing this make-or-break engagement would significantly damage our reputation

My Approach

  • Diagnosis: Client needed systematic engineering practices but couldn't transform all at once. Careful stakeholder alignment required across directors, managers, scrum masters, tech leads AND client management.
  • What I built: Architected engineering excellence framework.

The Framework

The engineering excellence framework covered:

  • Delivery standards and quality gates.
  • Requirements flow and refinement processes.
  • Continuous improvement mechanisms.
  • Team working agreements.
  • Technical standards (eg. LLDs, automation, testing)

Adoption strategy

  • Started with quick wins - small, achievable tasks (eg. "Use the Low Level Design template once")
  • Delegated actions to scrum masters & tech leads.
  • Weekly check-ins.
  • Assisted teams in breaking down complex processes and defending their requests (eg. environment analysis to break down their environment needs over the next 18 months).
  • Constant engagement with resistant client technical leaders to push decisions forward.

Impact

  • €2 million annual revenue retained.
  • Client requested program expansion to the whole division including other projects.
  • Case study helped secure €6 million deal with another client the following year.

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