German Finance IT Provider

IT Carve-Out & Outsourcing Transformation

Designed and executed a large-scale IT operating model transition for a leading financial institution, modernizing workforce integration.

🚀 70+ team members

Successfully onboarded

🖥️ All areas of IT

covered by transformation

💎 Diamond-class engagement

Rescued by rebuilding trust

IT Service Management Operating Systems Infrastructure

⚡ The Challenge

A major German IT provider for banks & insurers faced:

  • Outdated Legacy Systems: High error rates requiring 24/7 support
  • Regulatory Hurdles: Strict German outsourcing restrictions
  • Relationship Breakdown: Client rejecting all proposed changes/team members
  • Team Morale Crisis: Onsite team facing personal criticism and siloed work

As Europe’s largest deal of its kind, immediate intervention was critical.

🧭 My Approach

Rebuilding Trust Through Operational Transparency and Phased Transformation.

1. Team Rehabilitation

🛠️ Actions

  • Became primary client POC to shield team
  • Implemented daily standups across silos
  • Redeployed members to strength-based roles
  • Instituted recognition program

📊 Outcome

  • 🔥 75% morale improvement
  • 🫶 60% better collaboration

2. Client Acceptance Strategy

🔑 Key Interventions

  • Conducted 1:1 sessions to uncover real concerns (job security fears)
  • Co-created “Critical Knowledge Retention” roles for client staff
  • Implemented penalty-free pilot phases
  • Established joint governance with client leadership

📈 Result: Profile acceptance rate improved from 0% to 85% in 3 months

3. Accelerated Knowledge Transfer

graph LR A[Candidate Accepted] --> B["Classroom Training
(1 Week)"] B --> C["Job Shadowing
(1 Week)"] C --> D["Reverse Shadowing
(1 Weeks)"] D --> E["Controlled Operations
(1 Week)"] E --> F["Full Operations
(Total 3 Weeks)"] style A fill:#E1F5FE,stroke:#039BE5 style F fill:#E8F5E9,stroke:#43A047 class B,C,D,E phase classDef phase fill:#FFF3E0,stroke:#FB8C00,stroke-width:2px


80/20 Training Model

  • Focused on incident resolution essentials
  • Job shadowing with client SMEs
  • Phased evaluation checkpoints

💥 Impact

  • 65% faster ramp-up
  • 40% fewer escalations

4. Stakeholder Alignment via Executive Engagement Framework

Key Insight: B-level stakeholders became internal champions after transparent risk disclosure

📈 Results

🔄 70+ FTEs transitioned

🛡️ 5 IT domains stabilized

✅ 100% Regulatory audits passed

📚 Lessons Learned

1. Emotional Intelligence > Process
Personal fears often underlie operational resistance - address these first.

2. Create Quick Wins
Early successes in receptive areas build credibility for tougher transformations.

3. Centralize Truth
Single source of truth prevents stakeholder confusion during complex transitions.

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