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BFSI (Banking, Financial Services, Insurance)Excel + PowerPoint templatesConfluence, JIRA for reviews

COTS Evaluation & Architecture Governance in BFSI

70% Improvement
Key Performance Metric

Project Overview

Client:Salesforce
Industry:BFSI (Banking, Financial Services, Insurance)
Duration:12 Months
Team Size:Enterprise Architecture Enablement Team

Challenge

Uncoordinated adoption of COTS (Commercial Off-The-Shelf) tools**. Fragmented architectural reviews and compliance checks. Inconsistent practices for non-functional evaluation (e.g., uptime, data sovereignty). Technical debt from poorly integrated systems

Our Solution

We established a comprehensive Enterprise Architecture Governance Framework with hands-on execution and knowledge transfer.

COTS Technical Evaluation Playbook

Created a structured framework to evaluate 10+ COTS products across: Functional fit. Integration compatibility. Cost modeling. Vendor lock-in risks. Designed scoring templates for quantifying technical and business alignment

Architecture Review Boards (ARBs)

Set up recurring ARBs with 50+ sessions across business units. Reviewed platform decisions on scalability, availability, and compliance. Embedded security design checkpoints and performance NFR validations

Governance Artifacts

Developed reusable artifacts: Solution architecture templates. Decision logs and justifications. Compliance checklists and security controls. Built stakeholder alignment matrix for IT, risk, security, and operations

Talent & Mentorship

Mentored mid-senior architects to lead ARBs independently. Introduced architectural KPIs tied to project delivery. Led cross-functional training for evaluation workshops

Results

100% alignment of new COTS tools to enterprise standards

Achieved 100% alignment of new COTS tools with enterprise architecture standards through structured evaluations and ARB reviews.

25% reduction in vendor-related audit gaps

Reduced vendor-related audit gaps by 25% through consistent compliance checks and security assessments.

Faster time-to-approve architecture decisions

Decreased time-to-approve architecture decisions by 30% through streamlined ARB processes and improved stakeholder engagement.

Repeatable decision frameworks used across 3 business lines

Established repeatable decision frameworks that were adopted across 3 major business lines, ensuring consistent evaluation and governance.

What Our Client Says

"
Kooe helped us transform our architecture governance from ad-hoc to structured. Now we evaluate, decide, and execute with confidence.
CTO, Major Retailer
Salesforce

Technologies Used

Frontend & Backend

Excel + PowerPoint templatesConfluence, JIRA for reviewsSecurity, Scalability, Availability, TCOISO 27001, RBI

Infrastructure & Tools

Internal Security BenchmarksSolution Architecture TemplatesARBs, Scorecards, Mentorship Frameworks

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