- Geography: India
- Industry: BFSI
- Employees: 1000+
- Solution: Agile & DevOps
- Services: Agile Project Management
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
Streamlined Approval Processes & Enhanced Collaboration
The client requires an integrated platform that enables faster approval cycles and improves team collaboration to avoid project delays.
Automation of Recurring Tasks & Improved Resource Visibility
The client is looking for automated workflows for recurring tasks, along with clear visibility into resource allocation, sprint planning, effort estimation, and task tracking.
Centralized Code and Application Lifecycle Management
The client needs a unified system for managing source code, version control, and the entire application development lifecycle to ensure better governance and efficiency.
Our approach
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.
Our solution
Seamless Migration from SharePoint to Jira
enreap conducted a successful POC, created a new Jira project, and migrated all SharePoint tickets and data with minimal downtime. Custom workflows, screens, issue types, and fields were configured to align with business needs.
Process Optimization with Custom Workflows
Created 15–20 tailored workflows with multiple subtasks to track project progress effectively. Field automation and definitions ensured accurate data mapping and streamlined task execution.
Automation & SLA Tracking Enhancements
Enabled recurring task automation, auto-filled field values (e.g., Reporter, User Picker), and improved project traceability. Integrated ScriptRunner for custom scripts, triggered email notifications/reminders, and used the Time-to-SLA plugin to improve SLA compliance.
Business benefits
- 3x Increase in Resource Utilization & 50% SLA Reduction Adopting Agile technologies significantly boosted resource efficiency and halved service-level agreement timelines.
- 5x Improvement in Productivity Transitioning to Agile with an optimized process resulted in a fivefold increase in team productivity and measurable cost savings.
- Unified Tool for End-to-End Project Management Jira integration enabled centralized tracking across all projects—ensuring visibility, traceability, and transparency through real-time dashboards and reports.
- Seamless Transition with High ROI The shift from SharePoint to Jira provided instant setup, reduced admin overhead, and delivered unmatched flexibility, scalability, security, and cost efficiency.
Technology stack
