Case studies

A major high street mortgage lender was developing a programme plan for an important new business initiative. This included designing a detailed organisation structure to support the governance, conduct and operations of the programme. The initiative would have a significant impact on both the retail and wholesale sides of the organisation. But there was a potential disconnect between the objectives of the retail side of the business, which regarded the initiative as an opportunity to develop new business lines and to expand the customer base; and the corporate treasury, which saw the initiative as providing opportunities for more sophisticated financial engineering.

One of the Top 5 Mortgage Banks in the UK wished to diversify its funding sources and make better use of its capital by moving mortgages off balance sheet whilst retaining the customer relationship. It was the only one of the top-10 UK mortgage providers that did not have such a capability. The challenge was to establish a programme at Initiation phase and manage that programme to a successful delivery.

We worked in tandem with Thinksoft on a multi-million pound software migration programme, which was the largest of its kind in Europe. Through the three years of the programme’s lifespan, we and Thinksoft contributed around 150 man-years of effort, at all levels of resource seniority.