TD Ameritrade is a broker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, forex, options, cryptocurrency, mutual funds, fixed income investments, margin lending, and cash management services.

Agile Coaching, Data Analytics & Reporting

Engagement Overview

TD Ameritrade required assistance needed help identifying, scoring, assigning ownership, and remediation plan around technical debt using concepts unique to their business.



The solution was a custom tooling and data warehouse specifically for their technical debt with custom data transformations that can grow easily and included the speed and capabilities of business intelligence and enterprise reporting.

Business Impact

Weekly reporting efforts on technical debt went from weeks to hours to now include day-by-day changes in the amount of technical debt with the use of automation. These changes encouraged executive leadership to set timelines and goals around annual debt reduction.

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