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A large financial investment firm · 2022 — Present

Product Operating Model — Built for Daily Use

Designed Product Operating Models that organizations actually use every day — not slideware that lives in a binder.

Operating ModelEnterprise AgilityStrategy

The challenge

Operating models often die on contact with reality. Teams nod, then go back to what they know. The goal here was the opposite: a model so usable, so honest, that teams reach for it.

Approach

  • Built from observed practice — not borrowed templates.
  • Designed simple enough that teams don't need constant hand-holding.
  • Connected discovery, delivery, and portfolio into one coherent loop.
  • Paired with coaching so adoption sticks.

Results

In use across 260+ teams, adopted through a structured rollout over several months.

Replaced inconsistent cadence, unmanaged dependencies and release cycles, and untracked flow metrics with a single operating model.