Pelican ai

AI powered payments & compliance

Pelican AI, a Canadian AI powerhouse, develops mission-critical software for major global banks including HSBC, Standard Chartered, Santander, TD, and BMO, delivering secure payments, sanctions screening, and compliance automation that safely processes billions of dollars every day.

Type B was brought in as a strategic partner to navigate this complex challenge, addressing not only the immediate delivery and performance issues but also the broader needs around technology, global workforce strategy, vendor transition, and future market expansion.

Challenge

In 2024, Pelican AI faced three urgent, interconnected issues

A Non-Performant Engineering Vendor
Productivity was in decline, and costs no longer justified the value delivered. Trust between Pelican and the offshore vendor was breaking down.
A High-Stakes Business Moment
Pelican was preparing for a Reverse Takeover (RTO), transitioning into a publicly traded company.
The Need for Global Expansion
Beyond resolving the vendor crisis, Pelican aimed to expand its workforce into South America to access a new pool of skilled engineers and support long-term scaling.
Strategy

How Pelican AI rebuilt trust, quality, and scale with us

Pelican AI, a Canadian AI powerhouse, develops mission-critical software for major global banks, including HSBC, Standard Chartered, Santander, TD, and BMO. Their solutions are vital for secure payments, sanction screening, and compliance automation, safely processing billions of dollars daily.

Engineering Under Strain
Core delivery engine was under heavy pressure.
Performance Decline
Productivity dropped despite a large engineering team.
Vendor Breakdown
Offshore partnership lost trust and effectiveness.
Delivery Risk
Delays impacted tier-one banking clients.
Strategic Intervention
Type B engaged to stabilize and lead change.
Path to Scale
Focus shifted to stability, transition, and expansion.
Outcomes

A trusted solutions provider to the world’s leading banks, and financial institutions

🛍️  Diagnosing the Vendor Relationship
A deep assessment of the existing offshore vendor was conducted, analyzing:
Team performance and delivery quality
Productivity gaps and cost structures
Leadership alignment and communication patterns
This comprehensive mapping identified core systemic failures within the engineering function.
👨🏻‍💻  Workforce Mapping and Role Structuring
Type B analyzed all 100+ engineering roles & restructured the organization for optimal efficiency. This included creating:
Detailed role maps & scalability models.
Identification of optimal team sizing, moving from over 110 engineers to the exact 75–90 roles necessary for efficiency.
Clear performance expectations.
🏬  Vendor Identification and Transition Management
After evaluating the options of building an in-house office versus transitioning to a new vendor, Type B guided Pelican toward a new vendor partner.
 Type B executed the:
Design of the selection process.
Due diligence.
Facilitation of all change-management activities.
Full support for the transition from the former vendor to the new partner, which Pelican successfully completed.
🇺🇸  International Expansion into South America
To build a more resilient and diversified international workforce, Type B launched recruitment initiatives in South America, securing a new talent pool for Pelican’s future growth.
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