A private equity investment firm with more than $250 billion in assets and 1,200 employees ran its delivery organization on Jira, spanning multiple business segments and over 300 investment vehicles. Business stakeholders could not predict project timelines, and management wanted to know why.
The challenge
Teams were using the tool without a common framework, and complaints about tracking and visibility kept reaching leadership. In an investment business, speed of delivery and execution are the franchise. The VP of Technology was tasked with finding a partner to assess the Atlassian suite, then train and coach the teams on what came out of it.
How we helped
With super-admin access to the full instance, we reviewed every screen, scheme, custom field, issue type, workflow, project, role, and add-on in use. The findings were stark: 40 teams working in over 160 projects, more than 80 percent of custom fields untouched for 18 months, and every project carrying its own workflow and schemes, which made global change impossible. The CTO engaged us to act on the findings and train the teams.
The result
We deleted over 80 percent of unused custom fields, consolidated and archived more than 120 projects, and created the firm's first project template, now used by over 90 percent of projects. License cleanup saved over $150K across three years, and removing unused add-ons saves over $180K every year. More than 300 technology and delivery associates were trained, leadership gained a reporting dashboard for intake planning, and we continue to advise the firm on its tooling.