How a large public sector bank successfully started its Agile transformation with Jile's portfolio management software

Sacling Agile to enterprise

The Customer:

The client is one of the largest and oldest public sector banks in South-East Asia, providing digital experience for corporate and consumer banking. It currently has 17 regional offices and 2245 office networks with 3 major business segments.

The Challenge:

While the bank continued to transform its digital banking capabilities, delivering world-class products in the shortest possible time to its customers was becoming a challenge. Furthermore, the IT team lacked an industry-standard tool to manage multiple IT projects, and most of them were still being managed in the traditional manner using excel sheets or a home-grown project management tool. This was becoming a major hindrance in the bank's IT modernization roadmap. To overcome this challenge, the organization was looking to implement a PPM solution.

The Jile Solution:

Since digital transformation was the vision of the bank's management team for the year 2020, Jile recommended that it should also undertake agile transformation to complement the digital transformation initiative and hence, procure an agile platform instead of a traditional PPM tool. Jile was placed against Jira, Microsoft TFS, and Microfocus ALM and was rated the best in terms of enterprise agile capabilities, agile project management capabilities, ease of use and flexible reporting, and for its pricing. Jile partnered with Metrocom to provide comprehensive training to the digital teams from the bank on the agile methodology, along with hands-on experience.

Jile's professional services team configured the software to suit the bank's working model along with comprehensive training in the Enterprise Agile framework. Microsoft SharePoint was deployed as a document repository and management server to ensure all sensitive documents were being stored within the bank's network as per government guidelines. Jile was integrated with Microsoft SharePoint to provide complete traceability between documents and various artifacts within the software such as backlogs, test cases, defects, etc.

Jile and the bank mutually agreed on utilizing the template-based option for adopting an Enterprise Agile framework, and Agile Portfolio was selected as an option. The entire backlog management, release management, test management, and defect management along with reporting, traceability, and dependency management were migrated to Jile.

The Result:

The bank could successfully implement agile in three of its critical programs, using Jile's digital portfolio management software. This helped in moving away from spreadsheet based project management and use Jile as a single software for managing projects, from requirements to delivery. Jile provided the client with an integrated platform for better collaboration and governance across the entire organization.

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