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A Private Equity (PE) platform initiative at a boutique Managed Fund Administration firm had stalled for three years due to cultural resistance, framework conflicts, and lack of alignment. Thus Paul Casanova was brought in as Delivery Coach to rebuild trust, form the first cross-functional Scrum team, and introduce tailored, hands-on agile coaching.<\/span><\/p>\n Within six months, the team delivered its first feature after years of inaction. As a result, velocity increased 4.5x, rework decreased, and the platform was adopted by a top global private equity fund administrator.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”3.25″ custom_padding=”|||” _i=”1″ _address=”0.0.1″ custom_padding__hover=”|||”][et_pb_cta title=”CASE STUDY SNAPSHOT” disabled_on=”on|on|off” admin_label=”Call To Action” _builder_version=”3.27.3″ header_font=”Poppins|600||on|||||” header_font_size=”18px” header_line_height=”1.8em” body_font=”Open Sans||||||||” body_font_size=”16px” body_line_height=”2em” background_color=”#ffffff” border_radii=”on|10px|10px|10px|10px” button_icon=”%%22%%” button_icon_color=”#ffffff” button_on_hover=”off” button_alignment=”left” box_shadow_style=”preset3″ box_shadow_vertical=”30px” box_shadow_blur=”40px” box_shadow_color=”rgba(11,9,26,0.1)” text_orientation=”left” background_layout=”light” width=”99.9%” max_width_phone=”100%” max_width_last_edited=”on|desktop” custom_margin=”||||false|false” custom_margin_tablet=”-46px||28px|39px|false|false” custom_margin_phone=”0px||0px|0px|false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” animation_direction=”top” hover_transition_duration=”0ms” hover_enabled=”0″ locked=”off” _i=”0″ _address=”0.0.1.0″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” button_bg_enable_color=”on”]<\/p>\n Trainer Name:<\/strong>\u00a0Paul Casanova [\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Case Studies” _builder_version=”3.27.3″ background_color=”#fafafc” custom_padding=”5%|0px|0px|0px|false|false” fb_built=”1″ _i=”1″ _address=”1″][et_pb_row _builder_version=”3.27.3″ custom_padding=”||50px|0px|false|false” locked=”off” collapsed=”on” _i=”0″ _address=”1.0″][et_pb_column type=”4_4″ _builder_version=”3.27.3″ _i=”0″ _address=”1.0.0″][et_pb_video src=”https:\/\/youtu.be\/aDpKNy8F94w” play_icon_color=”#e02b20″ thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”3.27.3″ _i=”0″ _address=”1.0.0.0″][\/et_pb_video][et_pb_image show_bottom_space=”off” align=”center” _builder_version=”3.27.3″ custom_margin=”10px||||false|false” custom_padding=”||||false|false” _i=”1″ _address=”1.0.0.1″][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”3.27.3″ _i=”1″ _address=”1.1″][et_pb_column type=”4_4″ _builder_version=”3.27.3″ _i=”0″ _address=”1.1.0″][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9hdHRhY2htZW50Iiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4ODE0In19@” url_new_window=”on” button_text=”Download the Slides” button_alignment=”center” _builder_version=”3.27.3″ _dynamic_attributes=”button_url” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#cc0000″ button_border_color=”rgba(0,0,0,0)” custom_margin=”-45px||10px||false|false” custom_padding=”||10px||false|false” hover_enabled=”0″ button_bg_enable_color=”on” _i=”0″ _address=”1.1.0.0″][\/et_pb_button][et_pb_button _builder_version=”3.27.3″ hover_enabled=”0″ button_text=”Download the Full Case Study” button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9hdHRhY2htZW50Iiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4ODE1In19@” _dynamic_attributes=”button_url” button_alignment=”center” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#cc0000″ button_bg_enable_color=”on” button_border_color=”rgba(0,0,0,0)”][\/et_pb_button][et_pb_text ul_position=”inside” ul_item_indent=”20px” admin_label=”Write up” _builder_version=”3.27.3″ text_font_size=”16px” text_line_height=”1.6em” ul_font_size=”16px” ul_line_height=”1.8em” header_2_font=”Open Sans|700|||||||” header_2_text_align=”left” header_2_font_size=”28px” header_2_line_height=”2em” header_3_font=”Open Sans|700|||||||” header_3_font_size=”18px” _i=”1″ _address=”1.1.0.1″]Organizational Background<\/b>:\u00a0<\/span><\/p>\n A Boutique Managed Fund Administration (MFA) Firm (acquired by a major financial services company)<\/span><\/p>\n Challenge<\/b>:<\/span><\/p>\n After three years of stalled progress, a high-stakes Private Equity (PE) platform initiative remained stuck. As a result, leadership conflicts, cultural resistance to Agile practices, and misalignment on delivery frameworks paralyzed momentum. The traditional waterfall methodology failed to adapt to the complexity and uncertainty inherent in the PE domain. Additionally, a history of command-and-control processes clashed with the empirical, iterative needs of modern product development, subsequently leaving corporate clients growing increasingly frustrated.<\/span><\/p>\n Approach<\/b>:<\/span><\/p>\n Paul’s strategy as the Delivery Coach was grounded in empathy, transparency, and adaptability. He began by reestablishing trust through one-on-ones, listening sessions, and shared learning that modeled the Scrum values<\/a> of courage, openness, and respect. Rather than enforcing Agile top-down, he co-created a tailored coaching plan using Scrum\u2019s evidence-based methods. He designed and facilitated structured discovery workshops, introduced collaborative backlog creation techniques like story mapping and example mapping, and implemented forecasting through relative estimation and Monte Carlo simulations.<\/a><\/span><\/p>\n Keys to Success:<\/strong><\/p>\n Results<\/b>:<\/span><\/p>\n Lessons Learned<\/b>:<\/span><\/p>\n Conclusion<\/b>:<\/span><\/p>\n This case study wasn’t just about implementing Scrum, rather, it was about reigniting belief. By focusing on people, transparency, and a relentless commitment to empirical delivery, he transformed skepticism into sustained momentum. As a result, the PE platform is no longer an aspiration, it\u2019s a delivered, value-generating reality.<\/span>[\/et_pb_text][et_pb_text ul_position=”inside” ul_item_indent=”20px” admin_label=”Write up” _builder_version=”3.27.3″ text_font_size=”16px” text_line_height=”1.6em” ul_font_size=”16px” ul_line_height=”1.8em” header_2_font=”Open Sans|700|||||||” header_2_text_align=”left” header_2_font_size=”28px” header_2_line_height=”2em” header_3_font=”Open Sans|700|||||||” header_3_font_size=”18px” _i=”2″ _address=”1.1.0.2″]<\/p>\n Paul Casanova is a <\/span>Registered Scrum Trainer\u2122<\/b><\/a> and <\/span>Certified Working Genius Facilitator <\/b><\/a>who helps teams align strengths, build trust, and deliver with consistency. With over a decade of experience in agile coaching and delivery, Paul blends the structure of Scrum with the insight of Working Genius to reduce friction, improve collaboration, and unlock sustainable performance. His practical, people-first approach empowers teams to thrive, doing work that matters, in ways that work.<\/span>[\/et_pb_text][et_pb_divider color=”#cc0000″ divider_weight=”2px” _builder_version=”3.27.3″ width=”20%” module_alignment=”center” _i=”3″ _address=”1.1.0.3″][\/et_pb_divider][et_pb_text ul_position=”inside” ul_item_indent=”20px” admin_label=”More S@S Case Studies” _builder_version=”3.27.3″ text_font_size=”16px” text_line_height=”1.6em” ul_font_size=”16px” ul_line_height=”1.8em” header_2_font=”Open Sans|700|||||||” header_2_text_align=”left” header_2_font_size=”28px” header_2_line_height=”2em” header_3_font=”Open Sans|700|||||||” header_3_font_size=”18px” _i=”4″ _address=”1.1.0.4″]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”3.27.3″ _i=”2″ _address=”1.2″][et_pb_column type=”4_4″ _builder_version=”3.27.3″ _i=”0″ _address=”1.2.0″][et_pb_blog fullwidth=”off” posts_number=”3″ include_categories=”21″ show_author=”off” show_date=”off” show_categories=”off” _builder_version=”3.27.3″ _i=”0″ _address=”1.2.0.0″][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.27.3″ fb_built=”1″ _i=”2″ _address=”2″][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” admin_label=”Hero” _builder_version=”3.27.3″ use_background_color_gradient=”on” background_color_gradient_start=”#000000″ background_color_gradient_end=”#e0261d” background_color_gradient_direction=”60deg” background_image=”https:\/\/siscrumatscale.wpengine.com\/wp-content\/uploads\/2019\/12\/licensed-scrum-trainer-teaches-class_scruminc.jpg” box_shadow_style=”preset7″ box_shadow_horizontal=”0px” box_shadow_vertical=”0px” box_shadow_color=”#ffffff” max_width_last_edited=”on|phone” min_height=”578.4px” min_height_last_edited=”on|phone” height_tablet=”460px” height_phone=”656px” height_last_edited=”on|tablet” custom_margin=”||1px||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”||||false|false” collapsed=”off” fb_built=”1″ _i=”0″ _address=”0″][et_pb_row column_structure=”3_5,2_5″ _builder_version=”3.27.3″ width=”100%” […]<\/p>\n","protected":false},"author":18,"featured_media":28813,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","footnotes":""},"categories":[21,93],"tags":[116,183,187,186,184,185,188,111,115,163],"class_list":["post-28809","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study","category-financial-services","tag-agile","tag-agilecoaching","tag-agileinfinance","tag-deliverycoaching","tag-financialservices","tag-privateequity","tag-productdelivery","tag-scrum","tag-scruminc","tag-scrumteam"],"yoast_head":"\n
\nIndustry:\u00a0Finance<\/span><\/strong>
\nOrganization Size: <\/strong>Large
\nTopic: <\/strong>Adapting to Change
\nDate: <\/strong>2025
\n<\/strong>LinkedIn:\u00a0<\/strong>https:\/\/www.linkedin.com\/in\/paulrcasanova\/<\/a><\/p>\n\n
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About Paul Casanova<\/b><\/h3>\n
More Scrum@Scale Case Studies<\/h2>\n