CASE STUDY
TECHNOLOGY OPERATING SYSTEM BUILDOUT

High-Growth Fintech Group

End-to-end buildout of core technology functions and an execution operating model for a multi-entity fintech group.

Scope: Platform/DevOps operating model, Security program, Internal IT, Procurement governance, and unified workflows.

Detailed metrics and internal context are available privately under NDA.

Capabilities Delivered
Functions & Ownership
Established
Service ownership model implemented
Incident & Reliability
Governance
Postmortems, action tracking, SLO/SLI approach
Security Program
24/7 Coverage
SOC, baseline controls, vulnerability management
Internal IT
Operating Model
Device/access compliance, asset lifecycle
Procurement Governance
Lifecycle
Request-to-approve-to-dispose workflow
Unified Workflows
Jira Foundation
Centralized processes enabling automation

Platform Team

New FunctionCross-functionalStability
What Was Built
  • Formed cross-functional Platform Team from the most skilled and proactive engineers
  • Significant platform scaling to handle peak load events
  • Implemented post-incident actions discipline with action tracking
  • Introduced root cause analysis culture: understand why it fails, not just restart
  • Improved observability across the platform
Outcome
  • Eliminated recurring platform stability issues
  • Successfully handled extreme peak load events
  • Foundation for future growth established
  • Transferred to permanent leadership

DevOps

CI/CDInfrastructureK8S
What Was Built
  • Split team into two tracks: ops (operations) and dev (tech debt & progress)
  • Kubernetes (K8S) implementation for container orchestration
  • Infrastructure migration for cost optimization
  • Complete CI/CD pipeline rebuild
  • Service Desk with SLA control
Outcome
  • Created foundation for sustainable progress
  • Significant infrastructure cost reduction
  • Team restructured with strong talent
  • Team retention maintained, no burnout
  • Transferred to new Head of DevOps

Security

New Function24/7 SOCDevSecOps
What Was Built
  • Hired CISO and built Security team and processes from scratch
  • 24/7 Security Operations Center with rapid incident response
  • SAST/DAST scanning integrated into CI/CD pipeline
  • Secret rotation automation and management
  • BugBounty program
Outcome
  • Security embedded at every development stage
  • Architectural reviews for key services
  • Vulnerability management process established
  • Transferred to permanent leadership

Procurement & Logistics

New FunctionAutomation
What Was Built
  • Digitized procurement workflows in Jira
  • Vendor registry with full history
  • Device lifecycle management (request-to-dispose)
  • Equipment logistics coordination
Outcome
  • Faster procurement cycle
  • Eliminated duplicate requests
  • Full transparency and audit trail
  • Transferred to permanent leadership

Internal IT

New FunctionZero TrustMDMCMDB
What Was Built
  • Jira as core system: Backbone for multiple processes, enabling automation
  • Zero Trust: Cloudflare WARP with device-based authentication
  • MDM: Intune (Windows) + JAMF (Mac) with compliance baseline
  • CMDB: Real-time asset visibility with automated sync
  • Unified Identity: SSO/Entra ID across the group
Outcome
  • Streamlined onboarding and offboarding
  • High device compliance rate
  • Complete asset visibility
  • Unified IT platform for the group
  • Transferred to permanent leadership
Operating Model
How the engagement was structured and managed

Governance & Cadence

Process
  • Service ownership model: Clear accountability for each function and service
  • Prioritization framework: Risk-based prioritization across all initiatives
  • Risk register: Centralized tracking of technology risks and mitigations
  • Regular cadence: Weekly syncs, monthly reviews, quarterly planning
  • Escalation paths: Clear escalation routes for critical issues

Engagement Principles

Methodology
  • Stabilization first: Address critical issues before building new capabilities
  • Foundation before features: Invest in infrastructure that enables future scale
  • Automation from day one: No manual processes that don't scale
  • Security integrated: Security baked in, not bolted on
  • Unified platform thinking: Design for multi-entity organization
  • Handover-ready: Build systems and teams that outlast the engagement

Autonomy & Accountability

Operating Style
  • Full autonomy: High-trust engagement with mandate to fix and build independently
  • Technical audit: Deep assessment of architecture, infrastructure, and processes
  • Hiring authority: Full ownership of team composition and structure
  • Cross-functional coordination: Direct work with all stakeholders
  • Systematic handover: All functions transferred to permanent leadership
Operating Style

"I introduced you in one channel, and you did everything else yourself."

— CEO feedback on autonomy level

What Remains After Handover
Systems and teams transferred to permanent leadership

Organizational Foundation

Handover Complete
Functions Transferred
  • Platform Team — cross-functional team for stability and scalability
  • DevOps — transformed function with sustainable operating model
  • Security — 24/7 SOC, DevSecOps, vulnerability management
  • Procurement — end-to-end vendor and asset lifecycle governance
  • Internal IT — unified IT platform and support model
Operational Infrastructure
  • Unified identity and access management (SSO/Entra ID)
  • Zero Trust network architecture
  • MDM coverage across all devices
  • CMDB with real-time asset visibility
  • Jira-based workflows for all core processes

Handover as Success Indicator

Maturity
  • Built to transfer: All functions designed to operate independently from day one
  • Documentation: Runbooks, process documentation, and knowledge base in place
  • Team continuity: Teams retained and developed throughout engagement
  • No dependency on consultant: Systems and processes run without external support
  • Scaling foundation: Infrastructure ready for continued growth
When This Case Is Relevant
Scaling faster than your infrastructure can support
Multiple projects or products with fragmented IT
No dedicated Security, IT, or Platform functions
DevOps team drowning in reactive work
Recently hired CTO who needs operational foundation
Preparing for major growth or compliance requirements
Recognize this pattern?

This case is usually relevant earlier than it looks.
If your company still works because a small group of people personally holds it together — this is the moment when the system can still be rebuilt without a crisis.