Agile Transformation & Jira Implementation
Replaced SharePoint with Jira Software, introducing Agile project management practices and standardized workflows.
- Geography:
- India
- Industry:
- BFSI
- Solution:
- Agile & DevOps
- Services:
- Agile Project Management
- Employee size:
- 1000+
The client
Headquartered in Gurugram, Canara HSBC Oriental Bank of Commerce Life Insurance is a Life insurance company in India, established in 2008. The company brings together the trust and market knowledge of two big public sector banks in India i.e. Canara Bank and Punjab National Bank combined with the global insurance expertise of HSBC. The company offers various products across individual and group spaces consisting of life, health, online term plans, retirement solutions, credit life, and employee benefit segments.
Client requirements
- Modernize Legacy Project Management Replace SharePoint with a scalable Agile project management platform to support growing business needs.
- Standardize Project Execution Establish consistent workflows, project tracking, and approval processes across teams.
- Improve Collaboration & Visibility Enable centralized project visibility, task management, and cross-functional collaboration.
- Automate Manual Processes Reduce manual intervention by automating recurring tasks, notifications, and project activities.
- Centralize Source Code Management Implement a unified source code repository with version control to streamline software development.
- Enhance Resource Planning & Delivery Improve sprint planning, resource estimation, SLA adherence, and on-time project delivery.
Our approach & solution
After doing a thorough analysis of the existing process and overall ecosystem, enreap experts identified the gaps and suggested replacing Sharepoint tools with Agile-based project methodologies and implementing Atlassian tools. As a part of the business transformation roadmap, enreap set up Jira as a Project Management tool to streamline their internal process. enreap also took a workshop and interacted with different stakeholders to understand their requirements.
Seamless SharePoint Migration
Migrated SharePoint projects, tickets, attachments, and historical data to Jira with minimal downtime and complete data mapping.
Customized Jira Configuration
Designed multiple custom workflows, issue types, screens, custom fields, and project structures aligned to business processes.
Automation & SLA Optimization
Implemented ScriptRunner automations, customized notifications, recurring task automation, and Time-to-SLA plugin for efficient service management.
Centralized Source Code Management
Deployed Bitbucket to establish a centralized Git-based repository with streamlined code management and release processes.
Training & Enablement
Conducted stakeholder workshops, delivered production and UAT environments, and ensured a smooth migration with minimal business disruption.
Value delivered
- 5X Increase in Productivity – Agile project management and optimized workflows significantly improved overall team productivity.
- 3X Better Resource Utilization – Enhanced planning and project visibility optimized resource allocation across teams.
- 50% Reduction in SLA Breaches – Time-to-SLA implementation and workflow automation improved service delivery performance.
- Centralized Project Visibility – Established a single platform for project tracking, reporting, transparency, and traceability.
- Improved Development Efficiency – Centralized source code management accelerated code collaboration, approvals, and software releases.
- Reduced Operational Overhead – Automation, standardized workflows, and migration to Jira Cloud simplified administration while improving scalability and security.
Technology stack
Canara HSBC: A journey from legacy to agile technology
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Canara HSBC: A journey from legacy to agile technology