The Challenge
A leading healthcare and genetics company set out to expand Agile practices across its platform teams using its existing Jira instance — but scaling Agile at the enterprise level surfaced challenges that quickly outgrew homegrown configurations and disconnected workflows.
The organization needed more than just training; they needed a structured, repeatable system that would unify how portfolio projects, development requests, and change requests were planned, tracked, and delivered. With multiple teams collaborating across departments, the lack of a consistent approach made cross-team planning difficult, masked critical dependencies, and left executives relying on piecemeal reporting that didn’t reflect real delivery progress.
Their goals were clear: consolidate fragmented work management, enable cross-team and cross-program coordination, visualize dependencies early, build custom reporting dashboards for leaders, and adopt industry best practices that would scale sustainably. They needed a trusted partner to guide this transformation, roll out improvements iteratively, and build the cultural confidence to adopt Agile at Scale — all without overwhelming their teams.
The Solution
To turn this vision into reality, the company partnered with Trundl and implemented our SAFe® in a Box Solution — an accelerated, expert-led solution purpose-built to align Jira with Essential SAFe® in just 30 days.
Trundl’s team began by designing a unified Jira environment, eliminating redundant configurations and standardizing workflows so that teams, programs, and portfolio managers could plan and execute work in one integrated space. Structured Agile Release Train (ART) hierarchies were established, supported by robust planning tools, enabling real-time PI planning and clear visibility into cross-team dependencies and risks.
Beyond configuration, Trundl delivered customized dashboards tailored for project managers, the PMO, and executive leadership — giving all stakeholders the data they needed to steer confidently, spot trends early, and replace manual slide decks with live insights.
Throughout the engagement, Trundl’s SAFe® experts provided targeted training, hands-on coaching, and practical best practices so that teams didn’t just receive new tools, they learned how to use them to drive collaboration and continuous improvement. Crucially, Trundl structured the rollout in iterative phases, allowing the customer to prioritize high-impact features and adopt new ways of working incrementally. This balanced pace kept teams engaged, built trust in the system, and ensured the cultural shift matched the technical transformation.
The Results
With the SAFe® in a Box Solution fully implemented, the organization quickly realized tangible benefits:
- Multiple platform teams now coordinate, plan, and track their work seamlessly within a single, integrated system.
- The Project Management Office gained real-time visibility into projects spanning multiple teams, driving better governance and alignment with strategic priorities.
- Dynamic, custom dashboards now provide executive leadership with clear, actionable insights during monthly reviews, replacing labor-intensive reporting with real-time data.
- Teams can now surface any influx of unplanned priorities which helped streamline planning and prioritization.
- The success of the initial rollout inspired additional project teams to onboard and adopt Agile at Scale practices, multiplying the value of the transformation across the business.
By partnering with Trundl, the customer didn’t just deploy new tools — they built the foundation for a sustainable, scalable Agile operating model that delivers clarity, consistency, and measurable results.
