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Optimizing Jira to create a single source of truth

To improve its software delivery capabilities, an insurance company needed to get its entire team on the same page. Optimizing its Jira instance helped the client get more from its existing Atlassian tools.

case study setup
Situation

Struggling with Jira

A large insurance company with a Global Analytics Organization (GAO) came to Sketch to discuss adopting agile practices and tooling. They wanted to migrate from a large spreadsheet that held all their tasks, data, etc., into Jira, a new work management tool used throughout their company. They needed help optimizing the tool, but they didn’t know where to get started. 

Challenge

Configure Jira to streamline software development workflows

case study challenge

Migrating from a large spreadsheet into Jira was going to take time, patience, and a lot of effort. 

It wasn’t something that Sketch could do independently. We needed to work hand in hand with their Program Manager to map out a plan and lay the foundation.
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Then we could work in phases, migrating information and creating a consolidated source of truth within the Atlassian tool.

Enter Sketch

Solution

Jira configuration and training

At first, we started with some initial mapping of the GAO excel workbook to Jira fields and then began laying out the foundation as we worked with the company’s Jira administrators to get the necessary fields added to the test project. Next, we trained admin and completed the migration.
case study solution

Jira admin training

Project Admin training for continuity in GAO post engagement:

  • Conducted a Jira Project Admin training
  • Facilitated the bulk move from test to production GAO project
  • Created a sample dashboard to show the art of the possible for reporting and transparency

Training for leaders

  • Conducted Jira training for leads and managers
  • Overview on basic Jira functions and operations for daily use
Training Partner - white on blue bg - Dec 2025

Moving from a spreadsheet to Jira

  • Recorded a User Story training to be watched on demand
  • Supplied quick reference guides for board creation and board ownership
  • Linked other projects’ work to GAO epics and initiatives to provide that trail for reporting without forcing everyone to abandon their previous work in Jira
case study results
Results

Greater enterprise agility and decision making

Jira consulting services

After assisting the GAO with their initial implementation of Jira, sustainable and standardized analytics created greater trust in project data. Using one source of truth, rather than disparate spreadsheets, reduced unnecessary meetings and other unproductive communication.

CLIENT FEEDBACK

“It’s been such a pleasure working with Sketch. And I hope there may be opportunities for us to work together again in the future, especially as more teams come into the project and need to mature in their use of Jira and agile processes. Recommendations will also be sent to another team in hopes they will consider an engagement with Sketch to make connections between this project and additional ways they may need to utilize to support their separate and connected processes. What a difference this has made for us. Thank you!”

Global analytics program manager

Insurance enterprise

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