Hsbc Case Study

Case study | Atlassian

Canara HSBC: A journey from legacy to agile technology

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.

Canara HSBC is enreap's client

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

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

icon-aws-cloud-services-Robust-Migration-Strategy

Agile Transformation & Jira Implementation

Replaced SharePoint with Jira Software, introducing Agile project management practices and standardized workflows.

icon-agile-devops-services-business-process-automation

Seamless SharePoint Migration

Migrated SharePoint projects, tickets, attachments, and historical data to Jira with minimal downtime and complete data mapping.

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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.

Business benefits

business benefits

Technology stack

Jira
bitbucket