ATB Financial · Scaling Agile delivery · 2018–2022

Scaling a delivery team 400% without losing the plot.

A $50B bank needed its technology team to shift from project-mode to product-mode and support a ten-year strategy — across consumer banking, advisory, core platforms, and (eventually) the pandemic response. Four years later, the same team launched a 1.3-to-4.4-star mobile app and ran $1.135B of CEBA relief in three days.

Role
Managing Director, Agile Delivery
Window
2018–2022 (four years)
Sector
Financial services
Scope
27-person team, 4 portfolios, $500K–$7M / program
The situation

The strategy was set. The delivery model wasn't going to make it.

ATB had a ten-year plan that demanded continuous software delivery across four very different portfolios — direct-to-consumer (ATB Personal, Business Banking, Onboarding & Origination), advisory (data lake and enterprise CRM), the core banking platform, and whatever came next (which turned out to be COVID relief). The project-led delivery model that got the bank this far wouldn't scale to what was coming. It was already showing its seams: long feedback loops, static plans, work that wasn't visible until it slipped, and a hiring approach that couldn't keep up with demand.

The job was to build a delivery operating system the strategy could run on — one that could absorb fast team growth, keep quality high, and hold together when unscheduled emergencies hit. Because they always do.

The approach

Build the operating system first; ship through it.

01

Make the operating model explicit.

Stood up a Transformation Operating Model covering governance and decision rights, capabilities and skills, delivery and architecture, DevOps, organization and talent, culture, and metrics. Squads as the unit of delivery; Shared Services and Specialist Pools as the patterns around them. Everyone knew which lane they were in.

02

Run my team as a shared-services practice.

Organized the team as an internal shared-services group with talent-pipeline visibility, consistent role profiles, and empirical forecasting — so when portfolios needed Scrum Masters, Product Owners, or specialists, they came from a known pool with known cycle times, not a hiring scramble. The same practice turned budget forecasting from guesswork into data-driven planning.

03

Treat culture as a delivery feature, not an HR program.

Introduced rituals the team actually looked forward to: Hack Days, Freedom Fridays, Scrum Master Day, Agile Bootcamp. The goal was retention, craft mastery, and a shared definition of "how we work here" that held together as we scaled past 400% growth.

04

Prove the model under live load — repeatedly.

Shipped the ATB Personal mobile app and watched it climb from a 1.3 to a 4.4-star rating with 180,000 users in its first month. When CEBA landed, the same squads put a $1.135B emergency relief platform live in three days. Same team, same operating model.

The outcome

What got delivered.

400%+ team growth

our delivery team scaled to 27 people while continuing to ship across four portfolios — talent-pipeline visibility and empirical forecasting kept hiring ahead of demand.

27 people · 4 portfolios

delivering across D2C, advisory, core banking, and pandemic-response programs — $500K to $7M each, all running concurrently.

1.3 4.4

ATB Personal mobile app rating after launch — 180,000 unique users in 2.8 million sessions and 350,000+ transactions in month one.

3 days

from federal go-decision to a live CEBA application path — the same operating model running an emergency at speed.

The CEBA delivery is the moment most people remember; what made it possible was the four years of operating-model work that came before.

Contact

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