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Versatile Project Execution with JIRA

Background: A Conglomerate Focused on Nation-Building and Operational Excellence

Our client, one of India’s largest and most diversified infrastructure conglomerates, operates across key sectors including energy, logistics, transport hubs, and real estate. Within one of their rapidly growing operational verticals, the organization manages large-scale, multi-site projects that demand high coordination, visibility, and control.

The goal was to enhance internal capabilities in:

  • Agile and non-agile (structured) project management
  • JIRA-based tracking and reporting
  • Performance monitoring for effective project governance

Challenge:
Lack of Unified Visibility and Reporting Across Projects

Although JIRA had been implemented, its usage across teams remained limited and inconsistent. The client faced several challenges:

  • Limited understanding of JIRA's advanced features across teams
  • Inconsistent workflows and reporting practices for Agile and traditional projects
  • Need for hands-on, role-based training that addressed both day-to-day and strategic use cases
  • Mixed project environments (Agile and Waterfall), requiring tool flexibility
  • A broad participant base of 30–35 members from operational and PMO functions

Solution:
Equipping Teams with Cross-Methodology JIRA Capabilities

WINTEG partnered with the client to design and execute a customized 4.5-day offline program, tailored to their hybrid project environment and reporting needs. The program delivery included:

  • Day 1 & 2: Two batches of core operational teams
  • Day 3: PMO team-focused session on dashboarding and reporting
  • Sessions conducted by a senior Agile Coach with 25+ years of experience
  • Practical, hands-on modules tailored to real-world workflows

What We Delivered: A Capability Playbook

A multi-layered approach ensured participants could confidently adopt JIRA across diverse project scenarios:

  • Navigating JIRA for All Teams
    • Introduction to JIRA for project management
    • Interface exploration, board setup, backlog configuration
  • Sprint Planning Meets Structured Tracking
    • Managing issues: Epics, Stories, Tasks, and Bugs
    • Creating and prioritizing sprints
    • Handling dependencies and linking issues
  • Building Smart Workflows
    • Designing custom workflows, statuses, and transitions
    • Adding automation rules for smoother handoffs
  • Dashboards That Drive Action
    • Creating stakeholder-specific dashboards for Agile and Waterfall models
    • Generating real-time reports using advanced filters
    • Highlighting key metrics for visibility across roles
  • PMO Deep Dive: From JIRA to Power BI
    • Connecting JIRA data to Power BI
    • Creating leadership-level dashboards and comparative reporting
    • Gaining insight into Agile vs. Waterfall project performance

Impact:
Standardized Practices, Smarter Dashboards, Stronger Governance

The intervention led to immediate, measurable improvements:

  • Increased adoption of JIRA across teams for both Agile and structured projects.

  • Enhanced ability to configure workflows and automate routine tasks.

  • Operational teams gained clarity in sprint planning and issue tracking.

  • PMO achieved data-driven oversight using custom reports and Power BI dashboards.

  • Improved cross-functional collaboration, governance, and reporting maturity.

Conclusion:
Enabling Scalable, Data-Driven Project Execution

This case reflects WINTEG’s strength in delivering context-aware, methodology-neutral technology training. The tailored JIRA intervention empowered teams to manage tasks efficiently, create meaningful dashboards, and build alignment between execution and leadership oversight—whether operating in Agile, Waterfall, or hybrid models.

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