Agile COP: Disciplined Agile Transformation in Financial Services

(Zoom meeting info at bottom.)

Abstract:

A Case Study: After implementing DA, the results were faster time to market, greater efficiency in the business teams, and improved customer satisfaction scores at Franklin Templeton.

Learning Objectives:

Beginning in 2018, Karen Lewis, Vice President of Information Technology at Franklin Templeton Investments, used Disciplined Agile to lead a very successful digital transformation intended to deliver value to the business faster, create a tighter connection between business demands and technology, and to increase Franklin Templeton’s ability to pivot swiftly in response to changing market conditions in financial services.  After implementing DA, the results were faster time to market, greater efficiency in the business teams, and improved customer satisfaction scores!  Read more and see a short video of Karen discussing Franklin Templeton’s DA Success Story at PMI.org/Disciplined-Agile

Presenter:

Karen Lewis has been successfully delivering financial services projects for over 20 years at Franklin Templeton Investments in Tampa-St Petersburg, FL.  Starting as a business analyst, she rose to project manager, program manager, director, and most recently Vice President of Information Technology.  In her current role, Ms. Lewis provides leadership for the technology project management and transformation offices enabling technology change through program and project management and technology/digital transformation to the firm.  Founded in New York in 1947, Franklin Templeton currently has 12,000 employees in 34 countries, with $1.4 trillion (USD) investment assets under management.  Karen was certified as a Disciplined Agile Coach and Scrum Master years before DA became part of PMI, and she is also a very experienced PMP.

Meeting info:

Join Zoom Meeting
https://zoom.us/j/97672825035?pwd=Q3FCWWN3U3U0ZXlmMHBCZ3pSeEdyQT09

Meeting ID: 976 7282 5035
Passcode: 019076
One tap mobile
+13017158592,,97672825035#,,,,*019076# US (Washington D.C)
+13126266799,,97672825035#,,,,*019076# US (Chicago)

Dial by your location
+1 301 715 8592 US (Washington D.C)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
Meeting ID: 976 7282 5035
Passcode: 019076
Find your local number: https://zoom.us/u/afeezdjTh