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Atlassian-Based Project Management System Implementation for Financial Institution
  1. case
  2. Atlassian-Based Project Management System Implementation for Financial Institution

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Atlassian-Based Project Management System Implementation for Financial Institution

itransition.com
Financial services

Challenges with Project Management

The bank faced challenges with a lack of a unified project management system, inconsistent processes across internal and external projects, difficulty in coordinating work, managing resources and documentation, and generating comprehensive project reports. Existing processes lacked standardization and centralized visibility, leading to inefficiencies and hindering the bank's ability to improve service quality and customer acquisition.

About the Client

A leading European bank with a significant customer base, offering a wide range of banking products and services, seeking to improve project management efficiency and governance.

Project Goals

  • Implement a unified project management system to standardize project processes.
  • Improve project visibility and transparency across all projects (internal and external).
  • Enhance collaboration and communication among project teams and stakeholders.
  • Streamline project documentation and knowledge sharing.
  • Improve project reporting and data analysis capabilities.
  • Increase efficiency in project execution and reduce project completion times.

System Functionality

  • Project initiation and intake process
  • Task management and workflow automation
  • Resource allocation and capacity planning
  • Budget tracking and financial reporting
  • Document management and version control
  • Reporting and dashboarding capabilities
  • Integration with existing systems (e.g., document management)
  • Role-based access control and security
  • Advanced Roadmapping for multi-team project tracking
  • Initiative tracking and management

Technology Preferences

Atlassian Jira
Atlassian Confluence
Atlassian Tempo plugins (Timesheets, Planner, Budgets)
Jira Advanced Roadmaps

Integration Requirements

  • Existing Document Management System (integration via custom macro)
  • Potentially other internal systems (to be defined during detailed analysis)

Non-Functional Requirements

  • Scalability to support a large user base (2,000+)
  • High availability and reliability
  • Robust security features to protect sensitive banking data
  • Performance to handle large volumes of project data
  • User-friendly interface and intuitive navigation

Expected Business Impact

Implementing the Atlassian-based project management system is expected to result in improved project delivery, enhanced operational efficiency, better resource utilization, increased stakeholder satisfaction, and improved regulatory compliance. The unified platform will provide greater visibility into project performance, enabling data-driven decision-making and leading to increased profitability and customer loyalty.

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