All stories Capital X
How Capital X Optimized Its Team and Security with Xolvex's Consulting

How Capital X Optimized Its Team and Security with Xolvex's Consulting

Capital X needed to transform its ways of working to improve effectiveness and collaboration. Xolvex designed an alignment and diagnostic plan that defined key initiatives, objectives, and KPIs, including agile coaching and role optimization to boost team autonomy and continuous improvement.

How Capital X Optimized Its Team and Security with Xolvex's Consulting
  • Industry Factoring and Financing
  • Country Mexico

Success Story: Capital X

With Xolvex’s guidance, Capital X achieved a comprehensive transformation. Structured processes were implemented through the formal adoption of Scrum, while roadmaps and a prioritized backlog were defined to connect deliverables to measurable business value. The team now operates with clear roles and responsibilities, fostering greater autonomy and accountability. Furthermore, consistent tracking metrics (KPIs) were established, the delivery pace accelerated, and the information security strategy was strengthened, complementing its ISO 27001 certification and ensuring the long-term sustainability of continuous improvement.

The Business Opportunity

Capital X identified several areas for improvement to increase its internal productivity and collaboration:

— Task and release management with room for optimization.

— Inefficient user story discovery and refinement processes.

— Lack of definition and clarity in team roles.

— Inconsistent velocity metrics and progress tracking.

— Absence of systematized processes for prioritization.

— A need to strengthen information security protocols.

Why They Chose Xolvex

Capital X chose Xolvex for its practical approach to agile methodologies, clarity in deliverables, and commitment to knowledge transfer. The structured proposal included alignment sessions, interviews, and the shadowing of ceremonies.

The company valued the individual coaching, the definition of tracking metrics, and the assignment of strategic roles like Product Manager and Product Owner. Transparency in expectations, deadlines, and outcomes was key to their decision.

Finally, the expert support in defining information security strategies aligned with the ISO 27001 standard solidified Xolvex as the ideal strategic partner.

The Technological Challenge

The project presented challenges that Xolvex addressed with a multifaceted approach:

— Creating systematized processes from scratch by adopting Scrum as the core framework.

— Developing and documenting workflows and roles where no previous guidelines existed.

— Measuring hard and soft skills using specialized assessment tools and in-depth interviews.

— Shadowing ceremonies for two full sprints to accurately identify and resolve bottlenecks.

— Defining clear KPIs for ceremonies, deliveries, and carry-over to enable continuous monitoring.

— Designing a comprehensive information security plan that complemented the ISO 27001 certification process with a strategic and practical approach.

Solution

Xolvex deployed a work plan structured into six key initiatives:

IDInitiativeObjective
I01Organizational StrategyAnalyze roles and responsibilities to visualize critical processes.
I02Intelligent Planning with ROIPrioritize the backlog and connect deliverables to measurable value.
I03Team OptimizationClarify roles to foster autonomy and accountability.
I04Refinement of Agile PracticesImprove delivery pace, story definition, and technical debt management.
I05Metrics and Tracking (KPIs)Establish indicators to assess impact and facilitate data-driven decisions.
I06Cybersecurity and ISO 27001Strengthen the security strategy, define controls aligned with ISO 27001, and design a risk mitigation plan.

With this structure, Capital X implemented weekly ceremonies, individual and group coaching, and a knowledge transfer program to ensure the continuous improvement and sustainability of the process. This simultaneously strengthened its maturity in agile practices and cybersecurity under international standards.

Results

Thanks to Xolvex’s support, Capital X achieved the following key accomplishments:

— Implemented structured processes with the formal adoption of Scrum and agile ceremonies.

— Developed a prioritized backlog and defined roadmaps, connecting deliverables to measurable business value.

— Established clear roles and defined responsibilities, fostering greater autonomy and accountability within the team.

— Implemented consistent tracking metrics (KPIs) for ceremonies, deliverables, and carry-over.

— Achieved a faster delivery pace by refining user stories and reducing technical debt.

— Reinforced its information security strategy, complementing the ISO 27001 certification process with clear practices and a risk mitigation plan.

— Ensured effective knowledge transfer through individual and group coaching sessions, securing long-term sustainability in continuous improvement.

— Gained the commitment of senior management, which drove cultural changes and consolidated the organization’s agile maturity.

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