Leadership examples

Fractional CTO case study: standardizing software delivery

A financial services company needed a sustainable way to manage a varied software portfolio, reduce knowledge concentration, strengthen its engineering team, and continue modernization without disrupting business operations.

Client case study

Shared direction for a varied software portfolio

A Kansas City financial services company had years of software, project assets, and knowledge spread across systems and people. The engagement brought delivery practices, hiring, and engineering standards into a shared direction for modernization.

Jake Dubin, founder of Transcendent Software
Jake Dubin · Founder, Transcendent Software

Client engagement 01

Building a repeatable software delivery foundation

Situation

An established financial services company in the Kansas City area had developed internal tools and software products over many years. Its portfolio spanned multiple generations of React, Angular, .NET Framework, and modern .NET, with desktop, service-oriented, microservice, and monolithic architectures.

Business constraint

Source code and project assets were distributed across Azure DevOps, GitHub, and shared-drive files, and the organization did not have a consistent software development lifecycle. Important institutional knowledge was concentrated among long-tenured engineering and IT subject-matter experts, making hiring, onboarding, maintenance, and modernization more difficult.

Transcendent's role

Transcendent Software introduced an Agile delivery process, helped hire additional software engineers, and developed a plan for shared engineering terminology, standards, supported frameworks, packages, and libraries.

Approach

  1. Assess the application portfolio, repositories, delivery practices, and continuity risks

  2. Introduce an Agile delivery process

  3. Help hire additional software engineers

  4. Develop a plan for shared terminology, standards, supported frameworks, packages, and libraries

Outcome

Over the approximately year-long engagement, the company established a more repeatable software delivery practice, expanded its engineering capacity, and began moving its systems toward shared standards and supported technology foundations.

What this engagement demonstrates

Fractional CTO leadership can align portfolio decisions, delivery practices, hiring, and engineering standards while leaving the internal organization with a practical direction for continuing modernization.

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