CASE STUDY / AN ANONYMIZED TOP-10 BANK
From one engineering team
to a strategic IT partnership.
Our resident engagement was positioned within a single engineering team. I coached the architects and engineers assigned to the customer to broaden their influence and work with the bank’s senior IT leadership.
THE COACHING
Partner with the assigned sales team for leadership introductions. Route support issues to HashiCorp Support, creating space for strategic work. Participate in quarterly business reviews (QBRs) with a vision and explicit customer commitments tied to measurable outcomes.
THE CUSTOMER OUTCOME
The bank adopted a shared platform roadmap across teams, with measured provisioning and deployment improvements, stronger observability and security posture, and maintained compliance.
THE CONTINUING VALUE
The bank doubled its engagements with our team, supporting consistent annual services revenue and ongoing platform improvement. Delivery was a partnership between our resident team and the customer.