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Engagement

Back-office migration across three delivery centres

Financial Services

An illustrative engagement shape — not a client account.

What this is

A description of how we would structure this type of engagement, written so the shape is visible. It is not an account of a named client and carries no client-supplied figures.

The situation

A financial institution running back-office processes across three delivery centres with inconsistent governance, no comparable performance data and a retained team sized for vendor management rather than governance.

The deal was fine. The governance had never been built.

How we would run it

Segment the work by risk and capability rather than by cost. Rebuild the performance framework around outcomes. Size and staff the retained organization for the job it actually has. Then transition in sequence, with the highest-knowledge processes last.

What we would hand over

A governance model with named owners, a performance framework your team runs without us, and a written record of the knowledge that was undocumented when we started.

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