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We cultivate the right environment, tools, and practices to fuel sustainable performance—enabling teams, products, and leaders to reach their full potential.
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Expert guidance across six core domains to help your teams build better and ship faster.
Case Studies
Real results from real partnerships. Explore our case studies to see how we've helped organizations transform their teams, products, and processes.
Modernizing a Regional Insurer’s PMO Portfolio Visibility and Agile and Lean Ways of Working
Client
A regional property and casualty insurance organization managing a diverse portfolio of technology, operational, regulatory, and customer-facing initiatives.
Challenge
The organization had adopted Jira across several teams, but work was still managed through a mix of Jira, spreadsheets, email, shared documents, service-management tools, and local tracking practices.
This made it difficult to maintain a consistent view of:
- Portfolio priorities and project health
- Cross-team dependencies
- Workload and capacity
- Delivery confidence
- Risks, blockers, and decisions
- Vendor and internal team commitments
- Status across agile, predictive, and hybrid work
Jira configuration also varied across teams. Differences in workflows, statuses, fields, issue structures, boards, and reporting practices limited the reliability of portfolio-level information.
The organization needed a practical approach that improved consistency and visibility without forcing every team into the same delivery method.
Discovery Approach
En Dash conducted a discovery and strategy engagement focused on the organization’s current ways of working and use of Jira and Confluence.
The work included:
- Stakeholder interviews across leadership, the PMO, delivery teams, business functions, and platform administration
- Review of Jira configuration, workflows, boards, fields, issue structures, and reporting
- Assessment of portfolio governance, intake, prioritization, dependencies, capacity, and delivery measurement
- Review of documentation and knowledge-management practices
- Evaluation of training and adoption needs
- Development of a phased implementation roadmap
Solution and Recommendations
En Dash developed an integrated operating model for portfolio management, delivery visibility, platform configuration, and adoption.
Recommendations included:
- A consistent but flexible Jira workflow model
- Standard issue structures, fields, and reporting expectations
- Executive, PMO, and delivery-level portfolio views
- Capacity, workload, flow, and predictability measures
- Clearer dependency, risk, and escalation practices
- Improved use of Confluence for project context, decisions, status, and governance
- Role-based, just-in-time training
- A phased rollout across people, process, platforms, and portfolio reporting
- Administrative handoff and train-the-trainer support for long-term ownership
The recommended model supported agile, predictive, hybrid, operational, and vendor-supported work within a shared governance and reporting structure.
Key Deliverables
- Jira Workflow and Configuration Assessment
- Portfolio Visibility Framework
- Capacity and Flow Measurement Framework
- Role-Based Training Plan
- Phased Implementation Roadmap
- Governance and reporting recommendations
- Executive findings and next-step guidance
Expected Outcomes
Organizational Outcomes
- Stronger alignment between leadership priorities, portfolio governance, and delivery work
- Clearer ownership for reporting, configuration, decisions, and ongoing improvement
- A scalable foundation for expanding Jira and Confluence usage
Operational Outcomes
- More reliable portfolio and project reporting
- Improved visibility into dependencies, blockers, workload, and delivery risk
- Reduced manual status collection and spreadsheet-based reporting
- More consistent intake, workflow, documentation, and escalation practices
Employee and User Outcomes
- Clearer expectations for how work is created, updated, documented, and completed
- Easier access to assignments, status, decisions, and supporting information
- Less reliance on email and individual follow-up
- Training tailored to role and day-to-day responsibilities
Long-Term Strategic Outcomes
- Better prioritization and sequencing of work
- More credible delivery forecasts
- Stronger cross-team and vendor coordination
- Sustainable internal ownership of tools, training, and governance
- Improved decision-making supported by consistent portfolio data
Engagement Highlights
- Industry: Property and casualty insurance
- Engagement Type: Discovery, assessment, and implementation planning
- Primary Focus: Jira, Confluence, portfolio visibility, governance, capacity, and reporting
- Delivery Model: Stakeholder-led discovery and operating-model design
- Core Deliverables: Assessment, frameworks, training plan, and roadmap
- Strategic Domains: PMO, portfolio management, delivery operations, governance, reporting, and enablement
Key Differentiators
- Assessed the operating model before recommending platform changes
- Balanced common standards with flexibility across delivery methods
- Connected Jira configuration directly to leadership and PMO decision needs
- Combined platform, process, governance, measurement, and training recommendations
- Designed for internal ownership rather than long-term consultant dependency
- Grounded recommendations in stakeholder input and actual working practices
Impacts
We empower teams and leaders with innovative, purpose-driven solutions that foster engagement, streamline processes, and create inclusive experiences, driving sustainable success that resonates deeply.
Cultivating happy, motivated teams that find deep value in their work, leading to sustainable, high performance.
What We DoWe implement agile practices and cultivate a growth mindset that empowers teams to adapt quickly, collaborate effectively, and continuously improve.
What You Get- A Stronger Team CultureTeams become more collaborative, transparent, and aligned, creating an environment where everyone is motivated to contribute and succeed.
- Better Work-life BalanceBy focusing on sustainable productivity, we help teams achieve a healthier balance between work and personal life, reducing burnout.
- Clear CommunicationTeams communicate openly and efficiently, ensuring alignment and fostering trust both within the team and across the organization.