Case Studies
Real outcomes from real engagements. We measure success in deployed systems, measurable improvements, and capabilities your teams own—not in slide decks delivered.
GenAI Governance for a Top-20 Bank
The Challenge
A major financial institution had over 40 GenAI use cases queued for approval, but their existing governance process required 3+ months per review. Innovation teams were frustrated, and shadow AI usage was growing.
Our Approach
Deployed the Fortera GenAI Governance Framework with risk-tiered approval paths
Designed a 3-tier classification system (Low / Medium / High risk)
Implemented automated controls for low-risk use cases with human-in-the-loop gates for high-risk
Trained the AI governance committee on the new operating model
Results
“Fortera didn't just give us a framework—they gave us an operating model that actually works. Our teams went from waiting months to shipping in weeks.”
— Chief Technology Officer
Modern Delivery Transformation for a Health-Tech Platform
The Challenge
A healthcare technology company with 200+ engineers was struggling with inconsistent delivery practices across 15 teams. Deploy frequency varied wildly, lead times exceeded 3 weeks, and developer satisfaction was declining.
Our Approach
Conducted a comprehensive DORA metrics baseline across all teams
Applied the 5-dimension maturity model to identify systemic bottlenecks
Redesigned the delivery operating model with clear decision rights and escalation paths
Implemented team-level improvement plans with weekly progress tracking
Results
“We'd tried agile transformations before. Fortera was different—they fixed the operating model, not just the ceremonies. The results spoke for themselves.”
— VP of Engineering
Security Automation for a National Insurer
The Challenge
A national insurance carrier was drowning in security alerts—over 2,000 per day with a 4-person SOC team. Mean time to respond exceeded 45 minutes, and analyst burnout was driving attrition.
Our Approach
Implemented the Fortera Secure Delivery Framework with SOAR integration
Deployed three core playbooks: phishing triage, endpoint isolation, and threat intel enrichment
Established human-in-the-loop gates for high-severity incidents
Built automated reporting and compliance documentation
Results
“Our team went from firefighting to actually doing security work. The automation handles the noise so our analysts can focus on real threats.”
— Chief Information Security Officer
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