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Case Study 01 · M&A Integration
R
Rachel Okafor
Chief Information Officer · Global Financial Technology Firm
"I was brought in specifically because of the merger. My job is to make two IT organisations into one. I have 18 months. The board wants results in six."
Post-merger integration 18-month mandate Two inherited teams Board visibility Customer complaints rising
She knew both teams were struggling.
She just didn't know how, or why, or which one was worse.

Rachel was hired to lead the IT integration after a major acquisition. On paper, the combined organisation looked formidable — 340 engineers, three data centres, two ITSM platforms, and decades of accumulated domain knowledge. In practice, it was two separate tribes who had never worked together and weren't sure they wanted to.

The acquired company had strong event management. The acquiring company had stronger change controls. Both had serious gaps she hadn't found yet. Every week without clarity was a week of decisions made on instinct rather than evidence.

Customers were already feeling it. Service tickets from the acquired company's clients had increased 34% since close. The CEO asked Rachel in her third week whether the integration was "on track." She said yes. She had no data to back that up.

"A client called the CEO directly to complain about three outages in ten days. The CEO forwarded the email to me with one line: 'Rachel — what's happening and when does it stop?' I had no answer. I didn't even have a clear picture of which team was responsible."

What OpsAlign Surfaced
Heat Map & Domain Scores · Both Organisations
The data didn't confirm her assumptions — it overturned them
Within 48 hours of completing assessments across both organisations, the OpsAlign heat map showed something Rachel hadn't expected. The acquired company — the one she'd assumed was less mature — had significantly stronger Event Management (3.4 vs 2.1) and better Knowledge Management practices. Her legacy team was stronger on Change Management and Governance. Neither was better overall. They were different.
"I'd been operating on the assumption that we were acquiring a weaker team and bringing them up to our standards. The data showed we were acquiring a different team with different strengths. That changed everything about how I approached the integration."
Perception Gap Analysis · Cross-Organisation
The real tension wasn't operational — it was political
The perception gap analysis revealed something more uncomfortable. In both organisations, leadership scores were significantly higher than operator scores — but the gap was far wider in Rachel's legacy team (+1.4 in Incident Management) than in the acquired company (+0.6). Her legacy team's leadership believed they were operating at L3.8. Their operators scored themselves at L2.4. The acquired team, despite lower overall scores, had more honest self-awareness.
"The acquired team's managers were harder on themselves. My team's managers thought everything was fine. That told me where the cultural risk was — and it wasn't where I'd been focused."
Why Analysis · Root Cause
The customer complaints had a specific, fixable cause
The three outages that had prompted the CEO's email were all attributable to the same root cause: neither team had notified the other about production changes affecting shared infrastructure. There was no cross-organisation change communication protocol. Two separate change management processes were running in parallel on the same systems.
"OpsAlign didn't just tell me what was broken. It told me why it was broken and exactly what the business risk was if we didn't fix it. I took that analysis directly to the CEO. It was the first time I'd been able to walk into that room with a document rather than an instinct."
Improvement Planner · Integration Roadmap
A best-of-both roadmap — built on evidence, not politics
With scored data from both organisations, Rachel built an integration roadmap grounded in evidence rather than hierarchy. Where the acquired company was stronger, their processes became the standard. Where the legacy team led, their practices were adopted. The roadmap generated a Statement of Work and an internal investment case — which Rachel used to secure board approval for a dedicated integration programme in week eight.
"For the first time in the integration, I had something nobody could argue with. Not which team was better — which practices were better, and why. That's a completely different conversation."
"The assessment didn't just give me data. It gave me the authority to make decisions that would have been politically impossible without it. You can't argue with scored evidence when both teams contributed the data themselves."
Rachel Okafor · CIO · Global Financial Technology Firm
8 weeks
From assessment completion to board-approved integration programme
−67%
Reduction in cross-organisation change-attributed incidents within 90 days
Best of both
Integration roadmap built on evidence — not org chart hierarchy

Two different problems. The same platform.

Case Study 02 · Operational Stability
F
Franklin Torres
Chief Information Officer · Mid-Market Financial Services Group
"I've been in this chair for nine years. I know every gap in this organisation. I just can't get anyone upstairs to fund fixing them — because I've never been able to put a dollar figure on what they're actually costing us."
Aging infrastructure Overlapping systems Client renewal risk Repeated P1s Key staff retiring Poor MTTR
He knew what was broken.
He couldn't prove what it
was costing.

Franklin had been CIO of the same financial services group for nine years. In that time he'd watched the technology estate grow in complexity faster than the team's capability to manage it. Twelve core systems. Four overlapping monitoring tools. A Problem Management function that existed on paper but not in practice. Three senior engineers — all over 55 — who carried institutional knowledge in their heads and nowhere else.

The P1 incidents were the most visible symptom. Six in the last year, each one requiring the same three people to fix it, each one resolved without a permanent fix, each one followed by the same post-mortem that went nowhere. Franklin had written the same root cause recommendation four times in three years. Nobody funded it.

What changed was the renewal pipeline. Three of the firm's largest enterprise clients were approaching contract renewal — and all three had IT stability as a contractual condition. The Chief Revenue Officer sent Franklin a single message: "We are going to lose Hartwell, Meridian, and Cavanaugh if you can't show them a plan by Q3."

THE MOMENT

"I went to the CFO with a $400K investment proposal. She asked me what the ROI was. I said 'significant.' She said 'come back when you have a number.' I'd been having that conversation for three years. I didn't have a number because I didn't have a way to generate one."

What OpsAlign Surfaced
Risk Register · Revenue & OpEx Categories
The number the CFO needed — generated from Franklin's own data
The OpsAlign Risk Register quantified what Franklin had always known qualitatively. Problem Management at L1.93 combined with Event Management at L2.44 was generating an estimated $3.8M–$6.2M in annual avoidable cost — recurring incident bridge time, MTTR overhead, and engineer time on issues that a functional PM capability would have eliminated. For the first time, Franklin had a number.
"I went back to the CFO. I didn't say 'significant' this time. I said '$3.8 million minimum, per year, provably avoidable.' The conversation lasted forty minutes. She approved the investment in the same meeting."
People & KPI · Workforce Risk
The CHRO finally understood why IT kept losing good people
The workforce risk analysis quantified something Franklin had been trying to communicate for years. Knowledge Management at L1.93 — the second-lowest domain — mapped directly to a pattern of after-hours escalations, burnout indicators, and knowledge concentration risk. Three engineers carried critical knowledge for nine of the twelve core systems. If any one of them left, MTTR on those systems would increase by an estimated 55–70%.
"I took the People report to our CHRO. She'd been seeing attrition as a culture problem. The OpsAlign data showed her it was a structural problem — we were burning out our best people by making them indispensable and then never fixing the things that made them indispensable. She became my strongest advocate overnight."
CX Risk Report · Client Renewal Context
The plan that kept three renewals from becoming three cancellations
For the client renewal conversations, Franklin used the OpsAlign CX Risk Report and a custom What-If scenario. It showed Hartwell, Meridian, and Cavanaugh not just the current state — but a documented, prioritised, costed 90-day improvement plan. Each client could see specifically which gaps affected their services, what Franklin's team was doing about each one, and what the measurable outcome targets were.
"Presenting a scored, evidenced improvement plan to an enterprise client is a completely different conversation than saying 'we're working on it.' Two of the three renewed on the spot. The third asked for a 60-day check-in — which we passed."
Ask OpsAlign · Ongoing Intelligence
Nine months later — the same team, measurably different results
Franklin uses the Ask OpsAlign module as a standing agenda item in his monthly leadership review. He queries the live assessment data against current incident patterns — asking things like "which domains are showing regression since last quarter" and "if we lose another senior engineer in Problem Management, what does our risk profile look like?" The 6-month reassessment showed overall score improvement from 2.61 to 3.24 — with Problem Management moving from 1.93 to 3.1.
"For nine years I ran IT operations on instinct and experience. Now I run it on data. The difference isn't that I suddenly got smarter. It's that I finally have a system that turns what I know into something the board can act on."
"The CFO asked me for a number. I couldn't give her one. OpsAlign gave me the number — and it turned out to be the number that changed everything."
Franklin Torres · CIO · Mid-Market Financial Services Group
$3.8M
Annual avoidable cost quantified — approved for investment in one meeting
3 of 3
Enterprise client renewals secured using OpsAlign improvement plan
2.61 → 3.24
Overall maturity score improvement at 6-month reassessment