Overview

Our client had a legacy system that was being used for different trading processes, after which they decided to upgrade to a later version of said system. They are one of largest trading institutions, with an employee count of 1,500.

Challenge

Our client had a legacy system that was being used for different trading processes, after which they decided to upgrade to a new version of the system. The system allowed for staff to process customers’ orders. Once the data was inputted, the information was processed through the system.

The challenge they had was their upgraded system was still very manual in its application and didn’t allow for any automation. Therefore, staff still had to be relied on to manually input customer’s request. Our client did not want to pay the licensing fee for third-party software to automate the process as this would increase operational costs, and the third-party system could not be customized to do exactly what they needed.

Recommendation

Ingenuity was brought in to develop a trading Management System, that would allow for two things:

• Integrate with their existing system to automate the entire process end-to-end.
• Customized to fit client’s specific needs such as being able to process orders and payments.

Implementation

• Our Experienced Scrum master  team were deployed to research and build an understanding of the challenges of the production environment. Which  involve setting up servers, databases, and configuring the necessary infrastructure.
• Assessing the current Agile maturity: Evaluate the organization’s level of Agile maturity by conducting interviews, surveys, and observing their processes. This assessment will help you identify gaps in their current practices and develop appropriate recommendations.
• Organize workshops and training sessions to educate team members about Agile principles, the Scrum framework, and their roles and responsibilities within it. Help them understand how Agile can benefit their work and improve productivity.
• Support the team in implementing Scrum practices, removing obstacles, and fostering a self-organizing and cross-functional environment. Guide the leadership in supporting and empowering the team, as well as aligning their mindset with Agile principles.
• Ensure the effective facilitation of Scrum events, such as daily stand-ups, sprint planning, sprint reviews, and retrospectives. Help the team identify and address any issues, bottlenecks, or impediments that may arise during these events.
• Encourage a culture of continuous improvement by fostering an environment where the team is empowered to experiment, learn from failures, and adapt their processes as needed. Facilitate retrospectives to gather feedback and suggestions for further enhancements.

Result

Our client saw a reduction in turnaround time to process orders . They also saw an increase in staff productivity which led to an increase in customer satisfaction and an increase in repeat business.

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