Senior Product Manager | Fintech, AI, and Workflow Automation Expert at Uptiq.ai
Answered 2 months ago
One of the defining examples of agile execution in my career was when we built a full payroll integration - from scratch - over a single weekend. Late Friday afternoon, a key client told us they were ready to expand their use of our platform if we could support payroll data immediately. It wasn't part of our roadmap for that sprint, and by traditional planning methods, this request would've gone through weeks of scoping, prioritization, and backlog reshuffling. But we had one clear goal: deliver value fast and remove blockers for the customer. That same day, we rallied a small cross-functional team - engineering, product, data - and made a decision: we'd build out the first version of the integration over the weekend. Everyone involved volunteered to work the weekend, and we offered flexible time off the following week to compensate. By Monday morning, we had: * A working connection to major payroll platforms via API * Secure parsing and storage of key payroll data * A minimal but functional UI to surface the insights * A live client demo booked for Tuesday It wasn't the final version - but it worked, solved a real problem, and unlocked the next stage of our customer relationship. The key to success wasn't velocity alone - it was trust and alignment. * Everyone on the team understood why this mattered. * We had the autonomy to act without red tape. * And we were already working in fast feedback loops, so launching quickly felt natural, not reckless. That weekend reminded me of a core truth: real agility isn't about the sprint planning board - it's about culture. It's about being able to move when it counts, because your team is empowered, motivated, and focused on outcomes, not process.
In the decade I've spent in this industry, I've seen teams "do agile" in ways that range from meticulous to misinformed. This experience has led me to a firm opinion: being agile isn't about following a process; it's about a team's ability to move cohesively toward a shared goal. Many teams get so wrapped up in the ceremonies and rules of agile that they lose sight of this fundamental purpose. Any deviation from the prescribed path—the stand-ups, the retros, the planning—is often viewed as a failure. But true agility, in my opinion, is about adapting to a team's unique needs, not forcing them into a one-size-fits-all model. My team, Delivery Engineering at Netflix, is the best example of this philosophy in action. We successfully deliver value to customers in a timely and iterative way without a single daily stand-up or formal retro. The secret to our success lies in a model built on ownership and autonomy. Informed Captains: Instead of relying on rigid ceremonies, our system is driven by what we call "informed captains." For each project, a designated team member steps up as the informed captain. This person is responsible for ensuring the project progresses and is delivered on time. This approach creates a powerful sense of ownership, making the captain exceptionally responsible and proactive. They are empowered to make practical decisions and move the project forward without unnecessary bureaucracy. While the informed captain leads the way, they constantly collaborate and seek input from the team. This clear ownership and shared responsibility keep everyone aligned and focused on the ultimate goal. Redefining Communication: Weekly Updates We've found that daily stand-ups are often an inefficient use of time. Instead, our team communicates through a more streamlined system. Every week, each team member provides a concise update on their work in a few bullet points. This allows everyone to quickly absorb what's relevant to them without sitting through a lengthy meeting. If a team member needs more detail, they can simply reach out to the project owner directly. This system of "selective absorption" prevents information overload and keeps the team focused. Ultimately, the success of our approach comes from the trust and freedom we are given. We are empowered to act in the best interest of Netflix and our team. This autonomy, combined with a strong sense of ownership, is what truly makes us agile. We aren't just doing agile; we are being agile.
At DIGITECH Web Design, one of our standout agile successes involved a client in the wellness space who needed a complete website redesign with an emphasis on conversion tracking, SEO performance, and integration with third-party booking tools. Instead of approaching this as a traditional, linear web project, we broke the work down into clear, customer-focused sprints using an agile delivery model. In the first two-week sprint, we launched a functional MVP focused on booking and contact flow, which the client could immediately begin using and testing with real users. The iterative model allowed us to gather feedback in real time and adjust quickly. For instance, user data from the first release showed significant drop-off on the pricing page, so we prioritized UI refinements and copy tweaks in the next sprint. Because the client saw tangible progress every two weeks, their engagement stayed high and decision-making stayed focused. The key to our success was close collaboration between design, development, and the client's marketing team, supported by transparent sprint planning and daily standups. By releasing usable value early and often, we not only met the client's timeline, but also improved customer acquisition results month-over-month.
At my agile organization, we worked with a client who needed a customer portal to streamline service requests. Instead of planning for months, we kicked off with a "minimum viable product" (MVP) that focused on only the most vital features like ticket submission and basic status tracking. We released this first version in just four weeks. After launch, we held bi-weekly review sessions with the client and users. Their feedback showed us what to fix and what to improve. We updated our backlog accordingly and released new features every week like real-time alerts and a cleaner interface. The key was open, frequent communication. Standups, sprint reviews, and quick feedback loops kept us aligned, user-focused, and able to deliver value in every update.
One of our most successful examples was when we needed to rapidly prototype and deploy a customer feedback analysis tool that was taking our team weeks to build manually. The Challenge: Our marketing team identified that customers were struggling to get actionable insights from their user feedback data quickly enough to make product decisions in our fast-moving market. Our Agile Approach with Claude Code: Sprint 1 (Week 1): Instead of spending weeks on requirements gathering, I used Claude Code to rapidly prototype three different approaches to sentiment analysis and data visualization. My development background helped me architect the solution properly, while my marketing experience ensured we focused on the metrics that actually drive business decisions. We had working prototypes to show stakeholders within 2 days instead of 2 weeks. Sprint 2 (Week 2): Based on customer feedback from the prototypes, Claude Code helped me iterate on the UI/UX and add real-time dashboard capabilities. The speed of development meant we could test multiple interface approaches with actual users and get feedback immediately. Sprint 3 (Week 3): We deployed an MVP that was already delivering value - customers could upload feedback data and get actionable insights within minutes instead of days. The Key to Success: The combination of my marketing background (understanding what metrics actually matter to users), development experience (knowing how to architect scalable solutions), and Claude Code's ability to accelerate the coding process meant we could move from idea to customer value in 3 weeks instead of 3 months. This let us iterate based on real customer usage rather than assumptions. The result: Customer adoption was 300% higher than our previous tools because we could respond to user needs in real-time rather than waiting for long development cycles.
In 1983, renowned hotelier Horst Schultz, tasked with reviving the legendary Ritz-Carlton hotel chain, cemented a policy empowering the hotel's employees to resolve customer issues by giving them the autonomy to spend up to $2,000 per guest, per incident, without needing an approval stamp from their manager. To this day, the Ritz-Carlton's $2,000 rule empowers and encourages their staff to use their time, creativity, and (when they need to) the company's money to elevate the guest experience. Why am I sharing this story? Because this is not a story about solving problems. It's about finding opportunities to wow your customer. And who better to do that than your frontline staff, whom you empower with the knowledge, tools, and motivational push to find those high-impact solutions. The principle for extraordinary service is the same for all in the service industry: trust + autonomy = extraordinary service. If you do not trust and empower your frontline staff to come up with their own creative solutions, you are stunting innovation. From my experience, I know that in customer support rigid scripts and constant escalations kill motivation and innovation. Allow your frontline staff to waive that fee, send a personal follow-up email or suggest how to improve a broken workflow. The rewards will follow. At SupportYourApp, we ensure our staff understand that their voice matters and they are trusted to act in the customer's best interest. When the penny drops, something magical happens: staff morale soars and so does customer satisfaction. We make idea-sharing ridiculously easy, and encourage and reward progress over perfection. Instead of polished proposals and perfect outcomes, we celebrate any attempt at finding a solution and see it as a learning opportunity. I believe nothing kills innovation faster than silence. We encourage immediate feedback. Even if an idea is not implementable, we invite discussion, tweaks, and testing in their workflows. And just like Ritz-Carlton's $2,000 rule wasn't really about the money, your service business's edge is about tiny innovations, which begins with your frontline, the people that care.
A recent Shopify project for a rapidly growing direct-to-consumer brand that had to introduce a new product line in four weeks, from concept to checkout-ready, is one noteworthy example. What we accomplished: -We divided the project into weekly sprints, each of which was centered on providing value that the customer could see: -Sprint 1: To gauge interest, a simple landing page with an email capture was made. -Sprint 2: Developed product pages, made minor theme adjustments, and conducted preliminary mobile testing. -Sprint 3: Integrated apps for subscriptions, bundling, and a simplified checkout process. -Sprint 4: Before going live, it was soft-launched with a VIP list, collected actual customer feedback, and made quick UX changes. Why it was successful: -Tight feedback loops: Every few days, we spoke with the client team and users. -Prioritization: We only paid attention to features that had a direct impact on conversion and launch. - Small, empowered team: Without any obstacles, developers, designers, and the client decision-maker collaborated side by side. As a result, the product line achieved its revenue goals in the first week of launch, and we were able to create a phased roadmap for Q2 and Q3 based on post-launch customer feedback. The secret to success? Make deliberate iterations. Not only were we working quickly, but we were also using input and data to validate each step, which gave each iteration greater significance.
In one of our higher profile enterprise projects, we encountered a typical but major choke point: a lack of consensus among global teams that prevented quick decision-making. Instead of following a traditional waterfall spec-to-build model, we used a ROLLING PRIORITIZATION LOOP, in which we re-assessed things like technical feasibility, customer urgency, and internal impact on a weekly basis in response to real usage data and stakeholder input. This allowed us to implement high-leverage features like domain specific retrieval augmentation and access control logic iteratively and in a short sprint. What made this work was not speed for speed's sake but careful consideration of velocity. Our AI solution architects collaborated with client-side subject matter experts from day one -- we developed shared language, terminology, models and spaces in order to prototype not for the sake of activity, but purpose. The success depended on tightening the feedback loop from real-world usage to back-end adjustment. You can't iterate in a meaningful way if you're iterating on the wrong problem. The takeaway here is that true agility isn't about delivering fast, but about aligning fast followed by delivering with precision.
One noteworthy instance is when, during a busy season, we observed an increasing number of small business owners requesting quicker and easier funding options. We developed a simplified prequalification tool on our website in a matter of weeks, rather than months, to create a new product. Although it wasn't flawless initially, we launched it, got user input, and made little adjustments every week in response to their suggestions. Our success was primarily attributed to our ability to remain adaptable and customer-focused. Instead of waiting for the tool to be "perfect," we let our clients' input direct the process. This method not only allowed us to make rapid improvements to the tool, but it also demonstrated to our clients that we were paying attention and making adjustments as needed. Being agile means being willing to adapt to your customers' needs and maintain a relationship with them, not just focusing on speed. We were able to establish trust and provide value at the precise moment they needed it because of that mentality.
One example of how our organization delivers value to customers quickly is through our weekly Tuesday morning prioritization meetings. During these sessions, we review the previous week's accomplishments and carefully assess incoming bug reports and feature requests based on both severity and development time requirements. Our cross-functional team—including technology, product, and client services representatives—collaboratively decides what to tackle next, ensuring we're always working on what matters most to our customers. This agile-inspired approach has been key to our success because it creates transparency across departments and allows us to respond rapidly to customer needs rather than being locked into rigid long-term plans. The regular cadence of these meetings means no customer request sits unaddressed for long, which has significantly improved both our delivery speed and customer satisfaction.
One of our best agile wins came during a project where we had just six weeks to overhaul a client onboarding flow that was confusing users and bleeding conversion. The temptation was to spec out a full redesign and ship it all at once. But instead, we took a more agile path—breaking the flow into three high-impact chunks and delivering updates every two weeks based on live feedback. We started with the most broken point: the signup page. Rather than wait for a full UI refresh, we updated just the copy, microinteractions, and field layout. That small sprint alone reduced drop-off by 19%. We let those learnings shape the second iteration—focused on the onboarding checklist—which led to better clarity and faster activation times. By the final sprint, we had clean analytics, clear user feedback, and a roadmap of proven changes instead of assumptions. The key to delivering value quickly was resisting the urge to go big from day one. We prioritized speed of insight over scale of rollout. Every sprint had a hypothesis, a defined impact metric, and a live release—even if the update felt minor. That constant loop of test > learn > adjust gave the client more confidence, the users more clarity, and our team tighter focus. What made it work wasn't just process—it was mindset. We made peace with "not perfect yet" and built momentum through transparency. The client saw progress every week. The team had clear wins to anchor to. And the users felt the product improving in real time. Agile isn't just a delivery method—it's a trust builder. When you show up often with meaningful progress, people stay engaged. And in my experience, that engagement creates more value than any perfectly polished launch ever could.
One of the most impactful examples of agile delivery in my career came while leading a distributed team of 60+ analysts in a fintech company - a market leader in remote banking solutions. The challenge was critical: how to significantly reduce time to market for digital banking products without compromising quality or regulatory compliance. We restructured delivery around agile product teams with full end-to-end ownership. Each team focused on a specific functional area - such as onboarding, SME accounts, or card issuance - and worked in two-week sprints with continuous backlog grooming tied to direct customer feedback. We introduced lightweight but standardized artifacts (user stories, BPMN diagrams, integration specs), embedded analysts within delivery teams, and eliminated the traditional handoff gaps between business and development. One concrete win: we delivered a fully functional SME digital onboarding module in just eight weeks - a process that previously took 4-6 months. This was made possible through rapid prototyping (using Figma), collaborative grooming with stakeholders, and early feedback from real users via sprint demos. We didn't aim for a polished, complete product in the first iteration - we focused on getting customers to use the core functionality quickly and evolve from there. In another high-scale project involving a microservice-based architecture, we extended agile principles beyond development into pre-sale, solution design, and implementation. This cross-functional alignment increased our on-time delivery rate by 20%, even in highly regulated and technically complex environments. The key to success in both cases was simple: agile wasn't just for developers - it was a shared mindset across the entire product lifecycle. It wasn't just about velocity - it was about delivering real, usable value to customers in every iteration, building trust and momentum one sprint at a time.
"Rapid Strategic Intelligence: Delivering AI Governance Analysis at News Cycle Speed" The Challenge: When President Trump's AI Action Plan (July 23) and China's world AI cooperation proposal (July 26) created an unprecedented trilateral governance competition, businesses needed strategic intelligence immediately - not in months. Our Agile Approach: Day 1: Identified the "trilemma" pattern as it emerged Day 2-3: Rapid research synthesis and framework development Day 4: Published comprehensive "Emergency Policy Briefing" with strategic implications Ongoing: Weekly intelligence updates as the situation evolves Key Success Factors: Speed over perfection - Got essential insights to clients while competitors were still processing the news Iterative delivery - Started with emergency briefing, now developing quarterly reports as situation evolves Customer-focused framing - Translated geopolitical developments into actionable business intelligence Results: Clients had strategic positioning guidance within days rather than waiting months for traditional think tank analysis. This rapid response capability is now driving demand for ongoing strategic intelligence subscriptions. The Key: Combining human strategic insight with AI-accelerated research and analysis delivery - allowing us to operate at news cycle speed rather than academic publishing timelines. Tony Lloyd, Founder - Compass AI Governance Author: "AI Governance for SMEs"
Use Feedback Loops to Deliver Quick Wins, Then Build on Them One example of delivering value in a timely and iterative way was when a local business approached us for help improving their online presence. Instead of building a full-scale SEO strategy from day one, we took an agile, phased approach—prioritizing quick-impact tasks while collecting real-time feedback and performance data. In the first week, we focused on optimizing their Google Business Profile and fixing core website issues. Within days, they started seeing improved local visibility and more engagement. Based on that momentum, we rolled out targeted content updates and local backlink campaigns over the next few weeks—each step building on the previous wins. By the end of the first month, the client had already seen a 35% increase in organic leads. The key to our success was tight feedback loops, short sprints, and prioritizing high-impact actions first. We didn't wait to have the perfect, long-term strategy built out. Instead, we launched quickly, measured results weekly, and adjusted based on what worked. This kept the client engaged, built trust early, and helped us fine-tune the strategy with real-world input—not assumptions. Why it worked: Agile delivery allowed us to focus on value over volume. Rather than overwhelming the client with a lengthy roadmap, we focused on outcomes they could see and measure—one sprint at a time. That momentum drove long-term success.
We had a recent client who needed a remote development team to implement a core feature within a rapidly approaching deadline. We split the project into weekly sprints with clearly defined realistic milestones using agile methodology and maintained daily standups for coordination. With initial feedback loops with the client, we were able to alter in real time, without scope creep and miscommunication. The secret to our success lay in keeping things transparent, ranking deliverables by customer impact, and giving our developers the freedom to suggest solutions rather than merely following orders. This enabled us to ship a functional MVP within four weeks, followed by iterative shipping based on actual user behavior.
The key to our success with agile delivery was redefining value. We treated our entire company, Edgy Labs, as a massive agile experiment to test a single hypothesis about Google's algorithm. Our product backlog was filled with testable questions like, "If we increase semantic relevance by 10%, what is the measurable impact on ranking in 72 hours?" Each article we published was a small iterative experiment designed to generate data. The value we delivered in each sprint was "validated learning." We measured our velocity by the number of critical questions we answered, instead of the number of articles we shipped. This relentless, iterative cycle of learning was the product. It allowed us to successfully demystify the black box of search and build a deep, evidence-based understanding of a complex system. That knowledge, acquired through a truly agile process, was the ultimate value we created, and it became the foundation for the patented AI that powered our next company, INK.
I'm Ford Smith, founder and CEO of A1 Xpress, a courier and trucking company specializing in rush deliveries across multiple states. One example that comes to mind is when I started hearing from multiple clients that they were tired of getting vague delivery windows from other providers. They wanted visibility, however, at that time, A1 Xpress didn't have a formal system in place for updates beyond basic ETAs. So, what I did was I starter with small configuration. My first attempt was dead simple, to have my drivers text dispatch a photo once a delivery was complete, and we forwarded it to the client manually. Our clients loved it, seeing their proof of delivery in real time, and more importantly they felt looped in. Their continuous feedback helped us refine the process week by week. And within a month, I rolled out a basic system using existing software that let our clients get automatic photo updates and delivery confirmations What made it work was we listened intently to their pain points and started building a simple quick fix right then and there, and slowly improving it based on their feedback and our testing. Our clients told us what they valued, and I made sure we acted on it without overthinking or overdoing it (I started with a simple fix, then I slowly update it as more feedbacks came).
One of my favorite examples of delivering value iteratively wasn't software at all, it was revamping onboarding for international students in Washington, D.C. After surveying current students on what they wished they'd known before arriving, we created an eight-email sequence packed with helpful tips, fun insights, and answers to their top questions. Students told us they looked forward to the emails and even thanked staff for sending them, a rare reaction for any onboarding process! The win-win was clear: students arrived excited and prepared, and staff saved hours by preemptively answering questions and automating support. The key to our success was staying open to feedback, even when it seemed trivial, like adding the local weather to an email. By truly listening and giving customers what they value, we created a simple, iterative experience that delighted our audience.
There's one example that comes to my mind and that's when we launched our instant Vietnamese Coffee 2.0 line. We wanted to test the waters without overcommitting to a massive production run, so we took things one step at a time. We started with a soft launch to our most loyal email subscribers, meaning no ads, just a personal message from me and a limited inventory. We then gathered real-time feedback through Zendesk and live chat, and I personally reviewed every customer comment. Within a week we learned that while customers loved the flavors, they wanted zero sugar and enough energy to last them the entire day. But instead of waiting months to make changes, we quickly worked with our supplier to prototype new SKUs. We pushed updates out in sprints, one product every few weeks, using AI tools to adjust targeting and messaging as we scaled. What's been key to our success is staying close to the customer: we've found that being willing to listen, pivot fast, and deliver what people actually want make all the difference.
As Managing Director of DASH Symons, our expertise in integrating complex systems means agility is critical. When clients come to us with fragmented technology, our unified team iteratively designs and implements a truly integrated solution from the ground up. For a large licensed club, we transformed disparate security measures into one cohesive system. We didn't just install over 300 cameras; we integrated them with 30+ access-controlled doors and gate automation, adapting processes as we unified existing and new technologies. The key to our success was having a single team manage every element, from electrical connections to network infrastructure. This allowed immediate adjustments and comprehensive testing on-site, ensuring seamless real-time facial recognition and robust operational flow. This unified approach cuts out delays and delivers immense value quickly.