Charles Schwab
$15M annual savings. Program of the Year.
IT Infrastructure Rationalization — 1,100 servers, 145 applications, 3-year program. lateralworks structured the portfolio, accelerated the savings timeline, and helped it win Charles Schwab's internal program of the year.
Enterprise IT programs often struggle with portfolio complexity — too many active projects, unclear critical paths, and diffuse accountability. This engagement applied FTTM portfolio methodology to one of the largest IT rationalization programs in financial services.