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What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization

As customer needs evolve and the competitive landscape becomes more challenging for large-scale financial services organizations to meet customer demands and remain competitive. Large-scale financial services organizations must respond quickly to market changes and be agile in product and service de...

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Main Author: Hoeseb, Chris
Other Authors: Tanner, Maureen
Format: Thesis
Language:English
English
Published: Department of Information Systems 2025
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access_status_str Open Access
author Hoeseb, Chris
author2 Tanner, Maureen
author_browse Hoeseb, Chris
Tanner, Maureen
author_facet Tanner, Maureen
Hoeseb, Chris
author_sort Hoeseb, Chris
collection Thesis
description As customer needs evolve and the competitive landscape becomes more challenging for large-scale financial services organizations to meet customer demands and remain competitive. Large-scale financial services organizations must respond quickly to market changes and be agile in product and service delivery. This study investigates the factors influencing the transition from Scaled Agile Framework (SAFe) 4.5 to SAFe 5.0 within a prominent large-scale financial services organization. The study, anchored in the qualitative research paradigms of interpretivism and constructivism, revolves around an in-depth case study, delving into the multifaceted complexities and subtleties associated with transitioning to SAFe 5.0 in a large-scale financial organization setting. Using the Organizational Agility Conceptual Model, the study examined various elements crucial for a successful transition. This model encompassed agility drivers, agile enablers, agile capabilities, and agile practices. Notably, the study identified that SAFe 5.0 competencies that are revolving around customer centricity, namely Agile Product Delivery, Team, and Technical Agility, Continuous Learning Culture, and Lean Portfolio Management, are vital factors that influence the transitioning to SAFe 5.0 across all the themes of the organizational agility conceptual model. Furthermore, organizational factors, including leadership, culture, and technological infrastructure, emerged as significant enablers. The organization's inherent agility capabilities and preparedness for change are critical determinants in effectively managing the transition to SAFe 5.0. The study underscored the challenges encountered in breaking down departmental silos, synchronizing business processes with agile methodologies, and extending agile practices beyond IT-centric domains. These challenges were offset by a noticeable organizational leaning towards adapting agile practices and a commitment to fostering a customer-centric innovation culture in line with SAFe 5.0 competencies. This study substantially contributes to both the academic field and practical aspects of organizational agility and the transition to SAFe 5.0. It equips decision-makers within large-scale financial organizations with a thorough, actionable understanding of the factors influencing agile transitioning. By comprehensively outlining the factors influencing the transition from SAFe 4.5 to SAFe 5.0, the study emerges as an indispensable resource, offering foundational insights for organizational leaders and scholars, focusing on the intricacies of agile transitions in a large-scale financial organization context.
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institution University of Cape Town (South Africa)
language English
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last_indexed 2026-06-10T12:32:58.612Z
license_str Not specified — see source repository
provenance_str_mv Harvested via OAI-PMH from UCTD — University of Cape Town Open Access Repository
publishDate 2025
publishDateRange 2025
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source_str UCTD — University of Cape Town Open Access Repository
spelling oai:open.uct.ac.za:11427/41626 What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization Hoeseb, Chris Tanner, Maureen large-scale financial services As customer needs evolve and the competitive landscape becomes more challenging for large-scale financial services organizations to meet customer demands and remain competitive. Large-scale financial services organizations must respond quickly to market changes and be agile in product and service delivery. This study investigates the factors influencing the transition from Scaled Agile Framework (SAFe) 4.5 to SAFe 5.0 within a prominent large-scale financial services organization. The study, anchored in the qualitative research paradigms of interpretivism and constructivism, revolves around an in-depth case study, delving into the multifaceted complexities and subtleties associated with transitioning to SAFe 5.0 in a large-scale financial organization setting. Using the Organizational Agility Conceptual Model, the study examined various elements crucial for a successful transition. This model encompassed agility drivers, agile enablers, agile capabilities, and agile practices. Notably, the study identified that SAFe 5.0 competencies that are revolving around customer centricity, namely Agile Product Delivery, Team, and Technical Agility, Continuous Learning Culture, and Lean Portfolio Management, are vital factors that influence the transitioning to SAFe 5.0 across all the themes of the organizational agility conceptual model. Furthermore, organizational factors, including leadership, culture, and technological infrastructure, emerged as significant enablers. The organization's inherent agility capabilities and preparedness for change are critical determinants in effectively managing the transition to SAFe 5.0. The study underscored the challenges encountered in breaking down departmental silos, synchronizing business processes with agile methodologies, and extending agile practices beyond IT-centric domains. These challenges were offset by a noticeable organizational leaning towards adapting agile practices and a commitment to fostering a customer-centric innovation culture in line with SAFe 5.0 competencies. This study substantially contributes to both the academic field and practical aspects of organizational agility and the transition to SAFe 5.0. It equips decision-makers within large-scale financial organizations with a thorough, actionable understanding of the factors influencing agile transitioning. By comprehensively outlining the factors influencing the transition from SAFe 4.5 to SAFe 5.0, the study emerges as an indispensable resource, offering foundational insights for organizational leaders and scholars, focusing on the intricacies of agile transitions in a large-scale financial organization context. 2025-08-27T06:50:58Z 2025-08-27T06:50:58Z 2025 2025-08-27T06:45:36Z Thesis / Dissertation Masters MCom http://hdl.handle.net/11427/41626 en eng application/pdf Department of Information Systems Faculty of Commerce Unversity of Cape Town
spellingShingle large-scale financial services
Hoeseb, Chris
What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
thesis_degree_str Master's
title What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
title_full What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
title_fullStr What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
title_full_unstemmed What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
title_short What factors influence the transition from safe 4.5 to safe 5.0 in a large-scale financial services organization
title_sort what factors influence the transition from safe 4 5 to safe 5 0 in a large scale financial services organization
topic large-scale financial services
url http://hdl.handle.net/11427/41626
work_keys_str_mv AT hoesebchris whatfactorsinfluencethetransitionfromsafe45tosafe50inalargescalefinancialservicesorganization