CASE STUDY
A leading financial services firm partnered with 5280 PMO to navigate a high-stakes reverse M&A transition involving 360 applications, 54 active projects, three new suppliers, and strict contractual deadlines. With financial penalties, operational disruption, and audit exposure at risk, this financial services firm transformation required disciplined execution, supplier coordination, and risk control across hundreds of applications, active projects, and business-critical systems.
Applications transitioned to new suppliers.
Knowledge transfer sessions completed.
In-flight projects stabilized and transitioned.
Saved after completion 135 days ahead of schedule.
Unnecessary or redundant applications decommissioned.
After severing ties with a longstanding supplier, it faced the monumental task of transitioning 360 applications and 54 active projects to three new suppliers without dropping a single thread. Failure was unthinkable—a missed deadline would trigger financial penalties, disrupt operations, and leave the firm vulnerable to audit scrutiny.
Aware of their impending job loss, supplier resources hesitated to share indispensable knowledge.
Many applications lacked comprehensive records, requiring detailed knowledge transfer to fill in the blanks.
The project carried strict contractual deadlines, with costly penalties for delays.
The outgoing supplier’s resource transitions and early withdrawal intensified the risk of transition gaps.
The firm turned to 5280 PMO, a team known for thriving in chaos and creating order from the seemingly insurmountable. From day one, 5280 PMO took command, crafting a strategy that balanced urgency with meticulous detail.
“Walking into this project, we knew the stakes were unlike anything most organizations face in a decade, let alone a single transition. It was about safeguarding years of institutional knowledge, navigating human resistance, and aligning an array of systems, people, and processes—against a ticking clock. The risks were real, but so were the opportunities.”
Ceneé LaTulippe, CEO, 5280 PMO
When the project began, it was clear that success couldn’t be measured by surface-level deliverables alone. The stakes demanded a strategy that addressed immediate needs while creating a foundation for long-term resilience.
5280 PMO set its sights on achieving the following:
5280 PMO implemented a series of targeted solutions for the financial services firm. Each was designed to address the client’s unique needs, from mitigating risks and capturing knowledge to ensuring seamless transitions for applications and projects.
Designed a four-phase knowledge transfer process to leave no gaps:
“We built processes from the ground up, layering knowledge transfer, risk management, and operational precision into every phase. When documentation was missing, we didn’t panic—we found ways to get it created. We didn’t back off when resistance flared—we engaged, built relationships, and found a way forward. Every solution we implemented was designed to solve the immediate problem while leaving behind a system the client could rely on long after we were gone.”
Ceneé LaTulippe, CEO, 5280 PMO
5280 PMO delivered results that reshaped the client’s technical operations and proved what’s possible with the right expertise. Every milestone was met with purpose, and every outcome brought the client closer to long-term strength and efficiency.
“This project required capturing more than a decade of knowledge, stabilizing ongoing projects, and building a system for scalability. We approached every step with precision, turning complexity into a cohesive structure that will serve the client’s future. The results speak to the power of focus, collaboration, and expertise to drive meaningful change.”
Ceneé LaTulippe, CEO, 5280 PMO
The operational impact was immediate. Moving workflows into ServiceNow created a clear system for managing and prioritizing tasks.
Work became easier to track, forecast, and optimize. Transparency enabled the identification and action of inefficiencies.
Meanwhile, financial benefits reached far beyond the transition itself. Scalable contracts with the new suppliers gave the client flexibility in managing costs.
5280 PMO is a strategic execution partner for organizations facing complexity, change, and growth. We help leadership teams bring structure to high-priority initiatives, align stakeholders, and turn ambitious strategies into measurable outcomes.
With experience across enterprise transformation, software implementation, M&A integration, rebrand execution, and complex program delivery, our team steps in where momentum, clarity, and accountability matter most.
We don’t just manage projects, we help organizations execute the work that moves the business forward.
