Over 9000 person hours saved over 18 months
ROI within a 3 month payback period
Shift in culture
Over 200 simplification ideas generated & completed
It’s a complete transformation from where we started and where we are today. The difference in the team is very evident.
Managing Director
Define it
Our client is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
CI Projects was tasked with leading our client towards a Lean Culture, a philosophy of continuous improvement and best practices. To achieve this, we needed to ensure buy-in from all levels of the organisation and ensure they understood why this culture shift was important. We began by raising awareness and developing a maturity roadmap.
Improve it
We took the following approach to improve the culture.
Establishing Effective Sponsorship:
We started with training the executive directors to ensure they understood the core principles, embraced the mindset shift, and actively sponsored the roadmap and long-term vision. It wasn’t about short-term gains; it was about building a culture of continuous improvement.
Training:
We delivered our Yellow Belt Lean Six Sigma training to over 120 people across EMEA to drive awareness, empower teams and equip them with the tools and skills needed to solve problems and drive improvements.
Simplification Reviews:
We established a regular system to capture daily improvement initiatives, providing independent assessment and measuring progress. This allowed the client to celebrate achievements throughout the year. We developed a system to capture and manage all simplification ideas, including a register of improvements and a dashboard for complete visibility during the implementation lifecycle. Read more about this case study here.
Integration:
This client went through a significant acquisition of another global bank during the course of our journey through the CI roadmap. We equipped the leadership team with the knowledge and strategies needed to effectively manage and anchor change within the organisation with our Change Management simulation and training. Read more about this case study here.
PMO-as-a-Service:
We established a PMO for their department with our PMO-as-a-Service product to integrate best practice into their strategic initiatives.
Sustain it
Our Always-On services were established for this client for over 3 years (we are still operating them today). We work with them to support their long-term goals through our PMO-as-a-Service and Quarterly CI Reviews. We are continually supporting them with identifying opportunities for improvement, executing them successfully and then measuring the tangible impacts.
Key benefits
- Immediate ROI within 3 months.
- Over 9000 person hour savings achieved within 18 months that enabled the client to invest those hours into more value-adding activities.
- Environmental benefits were identified, including savings of over 100kg of CO2e.
- Over 200 simplification ideas generated & completed.
- Strategic initiatives were effectively defined and delivered with tangible results.
- Cultural shifts were very evident, paving the way for long-term success.
