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Achieving Business Goals with SAFe: A Case Study from the Financial Sector


The Scaled Agile Framework (SAFe) has proven to be a powerful system for organizations aiming to achieve their business goals through adaptive learning and continuous improvement. This blog post explores how a financial organization successfully implemented SAFe to align with their business objectives, minimize dependencies, and enhance team satisfaction.

The Importance of Organizing Around Value

Establishing the Foundation

  • Define Vision and Values: Start with a clear vision and set of values that align with the business goals.
  • Leadership Alignment: Ensure that the senior leadership team is fully aligned and committed to the transformation.
  • Prioritize Change Initiatives: Eliminate competing change initiatives to maintain focus on the high-priority transformation.

Organizing to Minimize Dependencies

  • Direct Customer Line: Structure teams to have a direct line to the customer, reducing the need for proxies.
  • Reduce Handoffs: Minimize handoffs and dependencies to streamline processes and enhance efficiency.

Case Study: Financial Organization Success with SAFe

Initial Challenges

  • High Dependencies: The organization faced significant delays and stress due to numerous dependencies and handoffs.
  • Specializations: Deep specializations led to unavoidable dependencies, making it challenging to streamline processes.

Implementing SAFe

  • Reorganizing Teams: The organization, with the help of consultants, reorganized their teams to align more closely with customer needs.
  • Minimizing Delays: By reducing dependencies and handoffs, they minimized delays and improved overall efficiency.

Results and Outcomes

  • Achieving Objectives: The reorganization led to better planning and more objectives being met.
  • Increased Team Happiness: With fewer dependencies and handoffs, teams experienced less stress and greater satisfaction.
  • Reduced Work in Progress: Minimizing delays and dependencies helped control work in progress, preventing teams from becoming overburdened.

Key Learnings and Recommendations

Organize Around Value

  • Focus on the Customer: Ensure that teams are aligned directly with customer needs, minimizing the layers between them.
  • Streamline Processes: Continuously work towards reducing handoffs and dependencies to create a more efficient workflow.

Embrace Continuous Improvement

  • Adapt and Learn: Use feedback loops to learn from each action and adapt accordingly.
  • Iterative Approach: Take iterative steps towards improvement, continuously refining processes based on new insights.


Recap: Achieving Success with SAFe

  • Align with Business Goals: Always start with a clear understanding of the business goals and align the transformation accordingly.
  • Minimize Dependencies: Organize teams to reduce dependencies and handoffs, enhancing efficiency and team satisfaction.
  • Continuous Adaptation: Embrace continuous learning and adaptation to navigate the complexities of transformation.

By implementing SAFe and focusing on organizing around value, organizations can achieve their business goals, improve team satisfaction, and continuously adapt to new challenges and opportunities. 🌟

Connect with Value Glide!

 Are you looking to adopt Agile ways of working? If so, SAFe, Scrum and Kanban could be the perfect solution for you. For expert guidance to successfully adopt and implement SAFem Scrum or Kanban, Value Glide is here to help. Our team has the skills and experience to ensure your Agile adoption is seamless and successful.

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