Meridian Financial Group is a mid-size regional bank ($8B AUM) undergoing a core banking platform modernization. The project has been in planning for 14 months. Three architectural decisions remain open: (1) cloud-native rebuild vs. lift-and-shift for the core ledger, (2) microservices vs. modular monolith for the new transaction processing layer, and (3) on-premises data residency vs. Azure confidential computing for regulatory compliance. Each decision has an owner, a blocker, and a cost of latency estimated at $180,000/week in delayed time-to-market. The CTO is skeptical, the VP Engineering wants velocity, the CFO wants cost predictability, and the Compliance Lead is a shadow stakeholder who has informal veto power. The project sponsor is the CDO, who believes the architecture is ready to move, but cannot make the decision alone.
| Module | Skill being applied in this capstone | Evidence from your scenario work |
|---|---|---|
| M01: Discovery | Surface unstated constraints from Meridian's situation brief | |
| M02: Financial Fluency | Calculate cost of decision latency; frame CapEx/OpEx trade-offs | |
| M03: Visual Communication | Create a diagram the CDO can present to the board without your help | |
| M04: Influence Without Authority | Map the Compliance Lead as shadow stakeholder; design triangulation approach | |
| M05: Objection Handling | Prepare for CTO skepticism using Tactical Empathy | |
| M06: Radical Transparency | Draft a Red Update for the 14-month planning stall | |
| M07: Narrative | Build an Elevator Vision the CDO can repeat to the board | |
| M08: Decision Latency | Classify each open decision; run War Room; produce ADR |
For each of the three open decisions, complete the classification and latency assessment.
| Metric | Target | Your result | Evidence | Ready? |
|---|---|---|---|---|
| Discovery Audit | 3+ unstated business constraints surfaced from the Meridian scenario | Y / N | ||
| Jargon-Free Test | Explain the architecture to the Meridian CFO using ≤5 acronyms. Acronyms used: | Y / N | ||
| Consensus Score | 4/5 or higher average from War Room participants | Y / N |