Client profile
Institutional trading team facing constrained throughput due to operational debt and unclear ownership.
Constraints
- Material capacity lost to rework and duplicated effort
- Unclear ownership across research, engineering, and execution
- Manual workflows and duplicated tooling
Approach
- Mapped critical paths and identified rework loops.
- Standardized handoffs with promotion gates and checklists.
- Introduced capacity tracking and utilization targets.
- Rebalanced ownership to remove bottlenecks.
Results
- Capacity recovered without hiring
- Reduction in delivery variance
- Clear ownership and promotion criteria across the stack