© AgilityInsights
AgilityInsights specializes in helping financial services institutions and mid-sized enterprises design and implement an outcome-driven operating model. AgilityInsights’ expertise spans value-stream alignment, organizational design, and team execution to drive measurable results and sustainable performance.
Initial Consultation
Begin by providing us with some basic information through our user-friendly form.
Step 1
Begin by providing us with some basic information through our user-friendly form.
Transform Your Organization with an Outcome-Driven Operating Model
Drive measurable results across your organization with a proven operating model designed for financial services leaders. Achieve 2X faster execution, 30-50% higher productivity, and 80%+ goal achievement while transforming alignment and collaboration. Built for mid-sized banks and insurance companies.
2× Faster Execution
Strategy Call & Diagnosis
We conduct a complimentary call, assess your current state, and map potential design opportunities.
Step 2
We conduct a complimentary call, assess your current state, and map potential design opportunities.
Jump Start Engagement
We launch the 3-6 month Jump Start program to design and align your teams for outcome-driven results.
Step 3
We launch the 3-6 month Jump Start program to design and align your teams for outcome-driven results.
Your 3 Simple Paths to Operational Excellence
30–50% Higher Productivity
Over 100% Improved Alignment & Collaboration
80%+ Goal Achievement
Get Your FREE Strategy Consultation Call
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Your Trusted Partner in Outcome-Driven Transformation
At AgilityInsights, we go beyond doing “agile” to building truly outcome-driven organisations. Our focus is on aligned teams, clear value streams, and predictable flow, not just tools or dashboards. With proven frameworks and deep experience in financial services and mid-sized enterprises, we help you transform unstructured teams into a high-velocity, outcome-focused operating model where business, product, and technology move as one.
Why Choose Us
AgilityInsights, based in Omaha, NE, is recognized as a leader in outcome-driven organizational design for enterprises shifting toward agile, product-centered operating model. Our seasoned consultants bring decades of experience across financial services, insurance, and mid-sized business transformation. We prioritize transparency, joint ownership, and trust by working collaboratively with your C-suite, business, product, and technology leadership to deliver real, measurable improvement rather than just theory. We stand as your trusted partner in reshaping your organization for predictable delivery, aligned value streams, and sustained speed.
Experts in Turning Complexity Into Clarity
About Us
Complimentary Strategy Call to Start Your Outcome-Driven Transformation
We’re offering a no-cost, no-obligation strategy call to explore your organizational design needs, uncover misaligned teams, and map the potential value stream structure for your business. Secure expert insight and a clear next step toward 2× faster execution, 30-50% productivity uplift, and 80%+ goal achievement.
Current-State Mapping
Identify which teams are aligned, partially aligned, or misaligned to your key outcomes.
Future-State Design
Build the ideal team structure with defined roles, responsibilities, and team model.
Tailored for Enterprise Agility
Purpose-built for financial services and mid-sized enterprises needing scalable agility and clarity.
How it Works
Ready to Accelerate Your Organization’s Outcomes?
Fill out the form to let us understand your current structure, demand funnels, and team alignment. One of our senior consultants will review your case and guide you on how to redesign your teams for value-stream clarity, role definition, and product-outcome flow.
Transform Your Organization with an Outcome-Driven Operating Model
Our comprehensive consulting services are designed specifically for financial services organizations ready to transform performance. Each pathway combines strategic expertise with our visualization platform to deliver outcomes that matter to your board, your teams, and your bottom line.
Strategy, Education & Current State Definition
Align program goals, assess stakeholder maturity, and build a clear transformation roadmap.
Leadership Workshops
Train business, product, and technology leaders on shifting from project to product teams and enabling agile flow.
Current State Workshop
Map existing teams, roles, skills, and gaps to understand alignment with desired outcomes.
Our Program
Demand-Clarity Workshop
Define value streams, OKRs, initiatives, and epics to focus teams on high-priority outcomes.
Future State Design
Create logical and physical team structures with defined roles and allocations for cross-functional alignment.
Implementation Support
Provide communication plans, change management, transition strategy, and risk mitigation for smooth adoption.
Team-of-Teams Planning Kickoff
Ensure teams are aligned and ready to deliver against the first 3-month horizon with measurable outcomes.
Client Testimonials
AgilityInsights® has been designated as one of the key platforms we have in our arsenal, as we work hard to scale up Agile across all Agile teams at RBC. The AgilityInsights® team collaboration and dedication to seeing this program succeed is amazing, and the fact that AgilityInsights® is now viewed as an enterprise standard is a testament to your efforts."
Efrem Habteselassie | Vice President of Agile Enablement and Transformation
Royal Bank of Canada
AgilityInsights® provided the catalyst to transform the culture of my team. The Servant Leadership course starts the transformation by focusing on the essential characteristics and skills of a leader dedicated to supporting and developing their team. Further facilitation classes and team building address more specific skills. AgilityInsights® worked with us to help develop strategy, resolve conflict, and consistently produce high-performing teams. AgilityInsights® willingly adjusted their strategy and coursework to accommodate our service team and our Lean Program. I strongly recommend them."
Jennifer Richardson | VP Claims
Blue Cross Blue Shield of Nebraska
AgilityInsights® has been instrumental in our transformation journey thus far. Sally and her team have been incredible partners in numerous aspects of coaching, including Adaptive Leadership, AgilityInsights®, and Facilitation. They bring a passion and energy to every engagement that is unique and a personal commitment to the customer that really differentiates them from other industry service models. To say that my experience with them has been ‘invaluable’ would be an understatement."
Joni Wheeler | President/CEO
Corelink
AgilityInsights® was brought in to help us improve our product development process through Lean Product Development and Lean Business Agility. This has been a wild success and is allowing us to completely revamp our process and improve our speed to market. The concepts used that were Agile-related have spread like wildfire in our organization and are now used in some form in almost every functional area. I would highly recommend AgilityInsights® to any business—it’s not just for IT anymore."
Andy Carritt | Sr Director of Information Technology for Irrigation
Valmont Industries, Inc.
Accelerate Your Enterprise Business Agility
Watch our overview to understand the principles of business agility, and learn how to accelerate your organisation’s journey toward faster execution, aligned teams, and measurable results.
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Enterprise Business Agility Model Overview
Accelerate Your Enterprise Business Agility Journey