Client Case Study

Accelerating Data Migration Efficiency for a Global Professional Services Company

Discover how Project4 Learning Lab and our client dramatically shifted a working team dynamic through our Collaboration Cadence solution.

A multinational professional services organisation faced significant hurdles with a complex data migration project. The initiative, focused on establishing an Azure cloud platform and PowerBI reporting, was hampered by a pervasive lack of collaboration, inconsistent delivery, unclear roles and responsibilities, and instability due to frequent changes in programme management leadership.

Project4 Learning Lab was engaged to address these challenges, aiming to transform the project team from a siloed, unpredictable unit into a cohesive, transparent, and highly effective delivery engine. The goal was to enable the successful migration of critical client data and establish the new platform as the preferred solution for future migrations.

The project involved a large pool of over 50 UK-based engineers and analysts and a significant scope, including migrating over 100 data sources, creating more than 400 new PowerBI reports, and refining over 800 existing ones for a diverse base of 30 clients.

Proposed Programme

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Collaboration Cadence

Identification of the team structure at all relevant levels in the organisation and defining a set of regular interactions and standard calendar to enhance collaboration (encouraging “individuals & interactions”)

Challenges Identified

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Problem Percolation

Problems are known by teams but they are not addressed quickly enough, often because they aren't well described or routed to the right people.

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Assumed Accountabilities

People aren't clear on their roles or assume the accountabilities of others (can lead to a lack of ownership).

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Meeting Mediocrity

Lots of meetings with the wrong people at the wrong time that consume lots of capacity but don't provide useful outcomes.

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Flow Fog

A lack of clarity over how work is flowing or status of work (can lead to storytelling, lack of data driven decisions, incorrect focus, which can lead to being predictably late).

Our 4 Step Process

Release Valve ®

Finding Flow

The initial phase involved deep engagement with the project team to understand the root causes of the delivery challenges. Through targeted workshops and collaborative discussions, several key obstacles to effective workflow were identified.

A significant issue was Meeting Mediocrity, characterised by numerous meetings that consumed considerable capacity but yielded few useful outcomes, often involving the wrong people at inappropriate times. This contributed to a general Flow Fog, a lack of clarity regarding the progress and status of work, hindering data-driven decision-making and misdirecting focus.

Further challenges included Problem Percolation, where known issues within teams were not addressed quickly enough due to poor description or incorrect routing to the appropriate individuals. Assumed Accountabilities were also prevalent, with team members unclear on their specific roles or unintentionally taking on the responsibilities of others, leading to a lack of clear ownership.

Beyond these, the project suffered from a general lack of collective experience in working together on new digital products and reacting effectively to emerging conditions. The turbulent history of the programme, with five different programme managers prior to our engagement, had resulted in a significant loss of momentum. Compounding these issues were constraints on available resources, coupled with scope creep driven by the need to onboard new clients while managing existing complexities. This, paired with a lack of clear technical direction, resulted in a disorganised backlog for a complex, time-sensitive product. Meetings were often overly technical with little actionable output, and conflicts were frequently lengthy and unproductive.

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Taming Turbulence

To begin addressing the identified turbulence, the initial interventions focused on establishing fundamental improvements in collaboration and rhythm.

Recognising the critical need to shift from a sluggish, baseline-driven approach to a more collaborative mindset, Project4 Learning Lab introduced and implemented a "Collaboration Cadence". This involved working with team leaders to define a clear team structure across relevant organisational levels and establishing a set of regular interactions designed to enhance collaboration within the programme. These initial steps aimed to create a more predictable environment and lay the groundwork for more effective workflow by fostering clearer communication channels and interaction points between previously siloed groups.

This phase focused on implementing the initial changes derived from the "Finding Flow Map" to begin improving the work flow and removing some of the most significant immediate obstacles.

Accelerating Flow

With a basic structure and collaboration cadence in place, the "Accelerating Flow" phase focused on embedding Agile methodologies and increasing the pace of impediment removal. Project4 Learning Lab facilitated workshops to provide the team with an overview of Agile principles, emphasising the importance of defined roles, limiting work in progress (WIP), and implementing regular rituals. To significantly boost the programme's ability to remove blockers and improve communication, a full-time Project4 Learning Lab Scrum Master was integrated into the team.

This role was crucial in ensuring Agile rituals were implemented effectively and in focusing the team on converging to solutions faster. The existing Azure DevOps (ADO) tool was leveraged more effectively to improve planning, manage the backlog, track blockers, and provide clearer visualisation of the work flowing through the system.

The Scrum Master specifically worked to build a method within ADO that allowed team leads to better manage their tasks and understand the impact of blockers on higher-level objectives. This phase was dedicated to transferring the ownership and capability for broader implementation of interventions, empowering the internal team to drive the changes.

Keeping Pace

The final phase, "Keeping Pace," centred on sustaining the improvements and fostering a culture of continuous workflow enhancement.

This involved ongoing coaching and support for the team leads to ensure the embedded Agile practices and collaboration cadences remained effective. The Project4 Learning Lab team provided continued guidance on conducting rituals and planning sessions, reinforcing the new ways of working.

This phase focused on building internal capability and providing the necessary support structure for the team to continue optimising their processes autonomously, ensuring the long-term sustainability of the positive changes achieved.

Results

The engagement yielded significant, tangible results, fundamentally transforming the project's trajectory. The team successfully delivered the first client migration on the new platform, a critical milestone that restored credibility for the programme within the organisation. Furthermore, the solution was declared the "platform of choice," paving the way for a "right first time" approach to future data migrations.

Crucially, the team dynamic shifted dramatically, transforming from a silo-based unit into a highly collaborative and transparent entity. The implementation of Agile practices and improved collaboration enabled the team to respond to change much faster and converge to solutions quicker than ever before, leading to increased predictability in delivery. Team leads became significantly more effective in collaborating to resolve blockers and develop solutions, and the focus on clear planning was firmly embedded within the team's operations.

A key indicator of client satisfaction was the Net Promoter Score (NPS) achieved at the conclusion of the engagement, which stood at an impressive 97, reflecting extremely high levels of satisfaction with the outcomes and the engagement process. Beyond the immediate project success, the improvements delivered a range of benefits, including increased skills of team leaders, enhanced quality, reduced effort and risk, and positioning the organisation for future economic benefits through the adoption of the new platform.

97

NPS®

Achieved Net Promoter Score of 97

P4L have handled the challenges we presented to them with tenacity and integrity. They have broken down all barriers to communications, ensuring debate and observations are tabled as appropriate within the Programme Team.

Programme Manager

Project4 have been a great support in rituals and ADO guidance, listening and taking action on feedback we gave. I've been able to be honest about project frustrations and they have been on hand to listen, not judge and provide an alternative view all in confidence. They have been delivery focused all the way through.

Engineering Manager