Halosoft
Financial advice technology
AI-Enabled Discovery and Delivery Transformation
- Context
- Advancing an AI-enabled software delivery model in a technology business serving financial advice and wealth management.
- Leadership role
- Head of Delivery, accountable for end-to-end delivery execution.
- Approach
- Generative AI adoption across discovery, backlog refinement and planning; AI-assisted SDLC; AI-powered testing with Claude, Zephyr and Playwright; DoR/DoD and quality gates.
- Verified scope
- 27 people across product, engineering, business analysis, design and QA.
AI strategyAI-assisted QAResponsible AIEngineering standards