Strategy & Innovation  ·  Fortune 100 Bank

Bridging the vision gap

Teams inside a Fortune 100 Bank were deeply engaged in the work — but couldn't articulate the overarching vision or how their piece of it fit. We designed the 360° Teams Framework: a bespoke service-design system that dismantled silos, made "radical transparency" a living practice, and turned fragmented workflows into a scalable model for organizational efficiency.

Client
A Fortune 100 Bank
Services
Service Design

The Ask

Fragmented workflows, aging MarTech, and a "big picture" that had quietly gone missing

Fifty-plus contextual inquiries surfaced the truth: cross-functional teams were doing the work of a major Next Best Action initiative, but nobody could articulate the overarching vision anymore. Two years of momentum had obscured the mission it was originally serving.

The MarTech architecture was aging and disconnected across channels. Silos meant duplicative efforts and a real risk of disjointed member experiences. Leadership didn't need another org chart — they needed a service-design intervention that would restore visibility, unity, and shared purpose across every LOB touching the work.

The Approach

Four phases — from contextual inquiry to a living governance model

01  ·  DISCOVER (APRIL–JUNE)

Contextual inquiry across every level

50+ interviews across the day-to-day, working, and executive levels — mapping who was doing what, who knew what, and where the mission had stopped connecting to the work.

02  ·  DEFINE (MAY–JULY)

Shared Jobs to be Done, shared norms

Aligned the org on a shared set of Jobs to be Done and the collaboration norms that would make cross-functional work actually functional — before designing a single ritual around them.

03  ·  DESIGN & ITERATE (JUNE–ONGOING)

Launched a tiered team model + centralized Wiki

A three-tier framework — Core, Working, Extended — radiated information from tactical to executive. Backed by a centralized Team Wiki so knowledge lived somewhere everyone could find it, not in the head of whoever was in the meeting.

04  ·  GOVERN

A Governance Team, evaluating twice per year

The framework didn't sunset after launch. A Governance Team evaluated change requests at PI planning, keeping the program relevant as the org and the work evolved.

Radical transparency. One team. Every level.

The organizing thesis behind the 360° Teams Framework

The Outcome

Operational efficiency, cohesion, and a model other LOBs could run with

50+ Contextual inquiries in the Discover phase Grounded every decision in real cross-functional voice
3 Tiers of team, one framework Core · Working · Extended — information radiating up and down
1 Reusable Project Kit adopted across LOBs Mural · Rally · Wiki templates so others could replicate

What Made It Work

Three principles behind a radical-transparency initiative

01

Rituals, not process docs

Demo Days, Think Tank, Office Hours, Work Critiques — regularly scheduled forums where transparency actually happened, not a PDF nobody read.

02

Information has to radiate

A tiered team model was the structural fix. Executives got first-hand exposure to WIP. Working teams got cross-functional context. Silos couldn't survive the geometry.

03

Govern from day one

Frameworks that don't get maintained decay. Building the Governance Team into the launch is what turned 360° Teams from a moment into a durable operating model.

Selected Artifacts

Framework maps + rituals + governance model

Next Case

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A cross-functional innovation sprint that doubled as team-building for a group of early-career hires.

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