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  • CASE STUDY | HEALTHCARE / MEDICAL TECHNOLOGY

SOX compliance automated. IT portfolio unified. Real-time visibility delivered.

A global medical technology company with complex governance requirements partnered with Trundl to unify its fragmented IT portfolio, automate SOX-compliant access requests, and stand up real-time leadership dashboards. Trundl delivered through a phased Time and Materials engagement, starting with Discovery and building out portfolio management, resource forecasting, ITSM refinement, and incident governance.

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SOX compliance automated
200 hrs T&M engagement
Real-time portfolio dashboards
Phase 0+ phased delivery
  • ON THIS PAGE
Industry Healthcare / Medical Technology
Solution Jira Software, JSM, Structure, Tempo, Opsgenie
Model Time and Materials, 200-hour initial bucket
Partner Tier Atlassian Platinum Solution Partner
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  • THE CLIENT

Who is the client?

A global medical technology company develops and commercializes clinically proven products across international markets. With complex IT governance requirements including SOX audit obligations, the organization needed a unified view of its IT portfolio and a rigorous, automated approach to access requests.

  • THE BUSINESS CHALLENGE

Fragmented visibility and manual compliance.

01

Portfolio Fragmentation

IT projects were siloed with no unified view of the portfolio for leadership

02

Manual Resource Planning

Team availability and assignments were tracked through labor-intensive, non-standardized practices.

03

Compliance Risk

SOX application access requests lacked a structured, auditable process.

04

Visibility Gaps

Real-time reporting on work progress and blockers was insufficient for data-driven decision-making.

  • PROJECT OBJECTIVES

Governance, visibility, and operational efficiency.

01

Portfolio Management

Roll IT projects into unified Gantt-based views with full dependency tracking.

02

Resource Management

Standardize capacity estimation and assignment tracking across the IT team.

03

Governance and Compliance

Automate SOX Application Request forms and refine Change Management workflows.

04

Operational Reporting

Build leadership dashboards providing real-time visibility across individuals, teams, and projects.

  • THE TRUNDL SOLUTION

A phased Agile transformation of the Atlassian environment.

01

Portfolio and Resource Architecture

Created a hierarchical project roll-up using Jira Software and Structure, establishing a single source of truth for all IT projects with Gantt-based timeline tracking. Integrated Tempo for automated resource management and capacity planning.

02

SOX Compliance Automation

Delivered a standardized SOX Application Request form in JSM, embedding audit requirements into the normal access request workflow. All requests are now traceable without added process burden on requesters.

03

ITSM Refinement

Enhanced request categorization, dynamic forms, and structured queues to accelerate internal IT request fulfillment.

04

Incident and Change Governance

Refined Change Management tracking and enhanced Opsgenie alerting to accelerate incident response and maintain transparency over system changes.

  • DELIVERY HIGHLIGHTS

Quality, value, and speed.

FIRST STEP Context

Discovery and Workshops aligned all stakeholders before configuration began, avoiding rework and scope drift.

TIME TO MARKET 200-hour T&M

Managed with precision. Delivered strategic portfolio, compliance, and reporting outcomes within the initial engagement bucket.

VALUE ADD Live dashboards

Real-time visibility across individuals, teams, and leadership. SOX access requests now auditable by default.

  • FAQ

Frequently asked questions.

How was SOX compliance integrated without disrupting existing workflows?

Trundl built the SOX Application Request form directly within JSM, embedding audit requirements into the normal request path. Agents and approvers work inside familiar Jira interfaces. Compliance is automatic, not added on.

Can the resource forecasting model scale as the team grows?

Yes. The Tempo integration is designed to expand as projects and headcount grow, with no structural rework required.

What does real-time visibility look like for leadership?

Dashboards built in Jira and Confluence give individuals, teams, and leadership a live view of project health, resource load, and change activity. No manual report generation required.