Case Study: Top 10 U.S. Financial Institution achieves rapid feature delivery and organizational agility with Summa Technologies

More Wins More Often with Agile

A Top 10 U.S. financial institution needed to deliver differentiating customer value faster, reduce time to market, deepen customer and employee engagement, and adopt lean, scalable ways of working. Summa was engaged to drive an organizational agile transformation, providing agile education, strategy workshops, program and team coaching, and the rapid creation of cross‑functional delivery teams.

Summa implemented executive and team training, launched small cross‑functional agile teams, introduced program‑level planning and prioritization, and established metrics and continuous‑improvement cadences. As a result, customer feedback is integrated in weeks rather than months, feature functionality reaches production within 90 days versus the prior 12–18 months, release frequency and on‑time delivery improved dramatically, and the bank realizes business and financial benefits much faster under Summa’s approach.