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Case Study

Establishing Release Processes for a New Operating System


We helped our client design, automate, and manage processes for releasing a more cost-effective operating system to the global organization.



The technology division of a major investment bank believed that migrating to the Linux operating system would result in increased flexibility and significant savings. The division made it a priority to offer Linux as an available operating system, moving quickly to select a distributor and establish a team. However, it became clear that the team needed help defining the appropriate internal release processes.

Satori Solution

We established a release schedule to prepare the engineers, responsible for the rollout, for the timelines and expected deliverables for each release. We produced a product roadmap to inform early and future adopters of the feature release schedule. We also created a feature request tracking system that documented and prioritized requests for releases. Finally, we worked with the client team to identify the critical steps for producing a release. This facilitated an understanding among the team members of each person’s responsibilities and tasks and their relation to one another.


The engagement resulted in consistent release management processes and improved communication. Our client reaped significant benefits as the use of Linux expanded throughout the firm.


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