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CASE STUDY: SEI

A Launch in Two Weeks

SEI is a leading global provider of institutional and private client wealth management solutions. They serve around 7,000 clients, and manage or administer $559 billion in mutual fund and pooled or separately managed assets.

Their case study answers the question:

“Why would a highly successful financial services company make a fast and aggressive move from their existing development process to the Scaled Agile Framework?”

After an intense and successful 2-week launch, Bob Crudup, SEI’s CIO says “I am pleased to lead the effort for this methodology change from waterfall/iterative development to the Scaled Agile Framework. We strictly adhere to SAFe from the Executive level through to the team deliverables. This effort has aligned our business focus and development focus by executing to the alignment of Investment Themes set by our Executive Program Portfolio Management (PPM) Process.”

Early Results Prove SAFe Works:

  • 20%-25% increase in client satisfaction
  • Reduced code branching from 5 – 7 on average to a single code branch
  • Delivered higher value business results in a shorter delivery cycle

Many thanks and appreciation to everyone at SEI for meeting the challenge, and especially to Mona Roccia, director of SEI’s PPMO and ACE, for her leadership and for making great things happen with SAFe!

Click below to download the full case study – it’s a must-read for any organization looking to move to an enterprise agile delivery model that aligns their portfolio and programs by value streams.

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