Charles Schwab + Cutover

Proactively execute and automate your release programs, for more change with less risk

Harness the power of human and machine collaboration

Automation gives your team at Charles Schwab the opportunity to focus on what they do best, rather than being bogged down with time-consuming, manual processes.

Never miss a release deadline again

Plan, orchestrate and analyze all aspects of your change management and technology release schedules, with visibility of every moving part in a single view.

  • Structure your change events into SaaS-based, automated runbooks, providing rigour, predictability and reliability to your schedules. Standardise your methods and expand your capability to drive even more change.
  • Still using tools like Excel, and spending hours on phone calls with your team? Hugely improve the efficiency of all your change events with greater visibility of planning, testing and execution.
  • Integrate your existing tech stack seamlessly. Your teams can still use all the tools they love, whilst you ensure full visibility for global teams, so everyone is on the same page in real-time.
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Move to proactive rather than reactive release management

Orchestrate humans and machine automation in seamless collaboration, to reduce risk, simplify complexity, and enhance visibility. 

  • Bring together global teams, different processes, and technology stacks to move from incremental to real-time outcomes.
  • Set automated triggers for your runbooks and workflows, to get real-time insights and manage change as it happens.
  • Use the change event calendar to eradicate bottlenecks when handling large volumes of releases, as well as expose any untapped potential to deliver more change.
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Remote team orchestration for Charles Schwab

Deliver more change with less risk, even with global remote teams. Enabling and empowering virtual teams is more important than ever, whether as part of normal operations or as a result of a major disruption to business, such as a disaster or pandemic.

  • No matter where they are, ensure your teams have visibility into the entire change landscape, enabling guardrails across the organization.
  • Set up different visibility permissions and generate greater awareness of all the processes needed in your change and release projects, as well as BAU and Run the Bank activities.
  • Get full clarity of Critical Paths and global interdependencies. Never miss a project delivery deadline again.
Get the fact sheet
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Audit process and regulations

All activities are fully auditable automatically, across all platforms and processes integrated with Cutover.

  • Cut the time and costs associated with preparation and adherence to regulatory scrutiny.
  • Simplify and manage your data apporoval processes. Set permissions and approval levels for different roles, and ensure complete obeservability for yourself and regulators.
  • Remove traditional manual processes, and automate the recording of data in Confluence, freeing up the time of your team to focus on more important matters.
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Integrate your technology release ecosyetem

Bring together all of the tools you use in the technology release and change management world, for improved planning, orchestration and analytics, enabling more change with less risk.

  • Unify your communication platforms through Cutover and reduce the amount of time you spend in meetings and on phone calls to your team, chasing updates on progress.
  • Keep all of your stakeholders informed in real-time using the tools that they use day-in day-out.
  • Improve efficiency in the change management lifecycle by integrating with ServiceNow.
Get the ServiceNow fact sheet
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Get your tailored Charles Schwab demo

Find out how Cutover can help with your Technology delivery and release programs

What our clients say

“Cutover is enabling us to realize our strategic migration goals while ensuring operational resilience reporting and playbook invocation, which is an indication of their commitment to supporting our business.”
Will Westwick CTO of Enterprise Technology, Barclays
“The ability to automate communications to stakeholders across the business through one system enables us to manage change consistently, reducing customer impact and increasing business confidence in a successful delivery.”
Matt Cox Head of Open Banking, Nationwide Building Society
When a change event takes place the runbook is played through and hundreds of individuals can follow the operation as it progresses and coordinate via Cutover chat / mobile app. Managers maintain a bird’s eye view of progress and IT staff can better see what’s required of them.
CIO Top Global Bank
Cutover has been absolutely foundational to everything we’ve achieved in this program over the last year but especially over the final weekend where we had the vast majority of staff remote. Trying to execute such a complex, multi-threaded and cross-party migration without Cutover would simply have been impossible. Thank you to the team for your help, guidance and support.
Project Implementation Manager Global Asset Management Company