Alpha Inversiones: Alpha Escalable and Alpha en Línea

At a glance

• Sector: Capital markets, regulated
• Focus: Transformation program and omnichannel experience
• Approach: Evidence first, gates and cadence, CX and BI as transversal capabilities
• Result: A scalable program, stronger governance, and better customer journeys

Context

Alpha Inversiones, a leading firm in the Dominican Republic capital markets, needed to scale sustainably while modernizing culture, structure, and customer experience. What began as a goal to reduce acquisition costs grew into a company wide effort to build a future ready, innovation driven enterprise that connects strategy, data, and delivery.

Together we launched Alpha Escalable, a transformation program focused on foresight, disciplined project execution, and evidence based decisions. In parallel, we supported the evolution of Alpha en Línea, the website and app, as part of an integrated, omnichannel customer journey.

Alpha Escalable in one line: clearer gates, faster decisions, better delivery.

Key risks and mitigations

• Adoption risk: Mitigated with interview tests and staged pilots.
• Delivery risk: Mitigated with gate reviews, owners, and weekly cadence.
• Alignment risk: Mitigated with evidence packs and an innovation committee.

What we did

• Baseline and direction: Ran a ClarityScan diagnostic to surface risks, align stakeholders, and sequence the work.
• Evidence first: Used MicroCanvas to frame problems, define segments and value propositions, and align OKRs.

  Evidence pack: problem and assumptions, segment and JTBD, experiment plan and results, artifact links, decision memo, next step.

  Insights are coded into a signal library to inform next experiments and the roadmap.

• Delivery system: Installed cadence, gate reviews, decision owners, and stage appropriate KPIs.
  • Gate 1: Go or No Go after discovery, based on evidence packs.
  • Gate 2: Go or No Go before scale, based on adoption and risk.

  Governance model: RACI per initiative; weekly cadence; gate checklist per stage; decision log and risk register for traceability.

  KPI tree by stage: Discovery, signal quality and interview coverage; Validation, conversion to key action and time to decision; Development, cycle time and escaped defects; Scale, adoption, NPS, and unit economics.

  Artifacts: program charter, gate checklist, RACI, evidence pack template, weekly cadence.

• Governance: Helped create the innovation committee to prioritize initiatives and monitor progress.

Outcomes

Training and capacity building

• Trained 30 employees in the MicroCanvas Framework, MCF 2.1 through structured workshops.
• Ran 12 week Innovation Maturity Model Program, IMM P, cycles across discovery, validation, and development over 24 months.

Innovation pipeline

• Six project pitches at the end of IMM P, focused on scalability, digital experience, and the customer journey.
• Initiatives spanned CX, omnichannel, data driven decision making, and project management culture, PMO.

Organizational transformation

• Shifted from task based work to role based execution, and from static planning to foresight and project execution.
• Supported the launch of a PMO and the creation of CX and Business Intelligence as transversal areas.
• Improved the balance of BAU operations with building scalable, future oriented capabilities.

Strategic impact

• Integrated culture, structure, processes, and technology into Alpha Escalable.
• Positioned the firm to scale, improve CX, and build innovation as a core skill.
• Guided decisions on the CRM and the new Alpha en Línea website and app.

Tracked families: decision latency, cycle time, adoption and conversion, and capability growth.

See the case diagrams below for the system flow and capability progression.

Why it mattered

• Aligned leadership and teams around a common growth program and evidence led decisions.
• Installed durable capability, governance, roles, and rituals that sustain delivery beyond individual projects.
• Improved customer experience by connecting strategy, data, and delivery into an integrated journey.

Case diagrams