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Zafin Case Study

Atlassian Cloud Migrations: Zafin

Dubai |IT Software

Zafin is a leading provider of product and pricing control solutions helping banks to manage the conduct risk and increase customer lifetime value. Zafin’s offers a cloud-based SaaS platform that can be implemented quickly, with minimal to no changes required to existing product systems. Headquartered in Toronto with offices around the globe, Zafin is a trusted name when it comes to some of the world’s largest retail and corporate banks. Zafin’s Product Development Team worked on multiple Jira instances of Server and Cloud. With an End Of Life(EOL) Jira version on the Server Instance and a latest version of Jira on cloud version Zafin was looked at enreap as the Atlassian Platinum Solution partner to provide the assistance in evaluating the scenario, evaluating the possible solutions and providing roadmap with implementation for merger of instance and migration to single Jira cloud instance.

Highlights

400 Standardized Projects

Single Source to Track

Latest updated version on Cloud

End to End Traceability

Single Integration with 3rd Party Apps

enreap took an holistic approach towards the challenges faced by Zafin and possible to Business Impact to draw out the solution.

Challenges

Zafin was faced with multiple challenges. There were multiple levels of complexity with regards to EOL product, lack of standardisation, two separate deployment platforms and customised development. The challenges could be classified as broadly as below:

Multiple Instances with different versions with collaboration and communication between them

End of life version on Server Instance with incompatible Database

Detailed definition of standardized project management practices to follow post the unification of JIRA instances on Atlassian Cloud

Design of a standardized format & cross-functional workflows for all projects on JIRA

Technical Challenges

Difference in Versions of instances Server on EOL with support discontinued and Cloud on latest version. Direct Upgrade if Server Database was not possible

Server instance was a 10 years old instance with 500 users with total 2009 projects. Essential Data was to be retained and continued with

Customization over years with haphazard configurations with growing number of users increased complexity

Both instances were in different locations and used for different purposes but had communication and collaboration. These were now to be merged and moved to a single instance

The possible Business Impact of the Problem

Lack of end to end traceability with manual tracking, scattered process and workflows leading no single source of truth for tracking

Growing complexity and customisation were creating issues in usability

Business Critical Solutions which lead to requirement of minimal downtime

Lack of control over task execution. Eg. Enforcement of correct Templates

The Solution

Starting with an analysis of the existing processes in the various departments and the integrations enreap discussed in length with all key stakeholders involved for their challenges and business scenarios impacted. The solution focused on not just migration but the way in which Zafin could drive best output right from standardisation of project management to having everyone latest version of Atlassian cloud with best features. enreap analysed both the instances and designed the roadmap for the unification of the same. The best solution being migration to cloud, enreap designed the Jira merging plan for both the instances and executed the same on the staging first. enreap built a multiple hop strategy to be able to bring up the old version at par with the latest and then be able to merge. The next step involved the merged instance migration to the cloud instance by enreap, to have all the users access a common instance across the organisation. Lastly the standardization of all the projects used on the Jira instances was recommended by enreap that was agreed and signed off.

Deep discovery of existing processes, tools, and project management workflows – the goal was to identify key differences in project management practices between the teams using different versions of JIRA

Detailed analysis of both the JIRA instances to prepare a unification roadmap using Atlassian Cloud

Detailed definition of standardized project management practices to follow post the unification of JIRA instances on Atlassian Cloud

Design of a standardized format & cross-functional workflows for all projects on JIRA

Version upgrades to ensure that both JIRA instances use the same version

Consolidation of data from both the servers into a single instance including user consolidation and project configurations

Migration of the merged instance to the cloud instance

JIRA customization for customer-specific projects and project management standardization

Business Impact

The Migration to single source from Server to Cloud was achieved with Zero Downtime during Business Hour. With the Standardisation in configuration the Team experienced uniformity across leading to streamlined working. Cross functional efficiency across geographies increased with better communication and collaboration with single source. Also with a single instance the teams were able to maintain a single integration with third party apps.

Improved cross-functional efficiency, team collaboration & communication because of a single source of tracking

Uniformity across multiple teams with a standardized JIRA instance

Standardized project management processes across all teams leading to better communication and collaboration

Easier maintenance of integration with third-party applications

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Tags: #cloud, #jiracloud, #migrationtoatlassiancloud