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Financial ServicesKanban + Lean

Beyond Fire-Fighting: Unlocking Strategic Value in Information Security

An Information Security team transformed from reactive fire-fighting mode to predictable strategic delivery through Kanban and capacity-based planning.

Major Financial Institution
United States
The Challenge

What They Were Facing

The team operated in constant fire-fighting mode, battling urgent incidents, compliance demands, and ad-hoc requests. No visibility into workload, unpredictable delivery timelines, team burnout, and inability to provide reliable forecasts to leadership.

The Solution

How We Helped

Implemented a holistic Lean/Agile system with five pillars: visualizing work through Kanban, classifying work types (operational vs strategic), establishing regular cadences, implementing capacity-based planning, and focusing on capability building through cross-training.

The Results

Improved predictability with reliable forecasts

Enhanced team capability through cross-training

Sustainable balance between urgent and strategic work

Team evolved from reactive cost center to strategic partner

Rebuilt leadership trust

Related Topics:
KanbanFinancial ServicesSecurityCapacity Planning

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