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Pension Fund I.T. Strategy
Client : 300+ Employee IT organization supporting Investment Management and Client Operations businesses
Situation
- Rapidly growing fund (AUM), client base and organization.
- Increased regulatory and Board scrutiny.
- Transforming technology landscape and market.
- ‘Gridlocked’ leadership team.
How We Helped
- Conducted deep engagement with partners and stakeholders, revealing surprising strategic partnership and responsiveness gaps.
- Facilitated leadership through Sprint process to yield draft strategy in 3 weeks.
- Stewarded strategy through to strong approval by Board.
- Invited to support business unit alignment to macro strategy, OKR development, and organization redesign.
Outcomes
- Improved the direct alignment of IT strategy to business and organizational outcomes.
- Increased flow of investment to key information security and data analytics priorities.
- Sharpened focus on prioritization and strategic conversations.
- Strengthened case for competitive salaries and staff development.