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Problem
How to implement agile for Insurance clients?
Our Client wants to bring new ways of working to adapt to changing trends and inculcate one team mindset.
The org has a hierarchical structure, bureaucracy & hand-over delays. Almost all initiatives are dependent on multiple functions with conflicting interests, siloed management, lack of ownership & resistance to change.
Traditional SDLC models are loosely implemented, escalations & interpersonal relationships are used to resolve bottlenecks and there is a lack of new-age project management to improve visualization, which is necessary in remote working environments caused due to COVID pandemic.
Journey
A year-long transformation journey, identified pilot projects, formed PODs, trained ~80+ members across functions, defined process frameworks, formulated Agile Community with 70+ members & 7 core committee leaders.
Implemented Scrum in a ~50-member digital program involving multiple functions, vendors & systems with periodic agility health assessments & scaling using SPOTIFY agile model.
Teams were coached on collaboration tools & techniques. The Project Program Management governance framework was redefined with product discovery, business metrics & client centricity aspects. Periodic showcase to leaders on value delivered & this improved trust and bond between levels.
Outcomes
Streamlined POD structure to create ONE TEAM mindset for faster resolution, quick decision making & meaningful communication.
Improved visibility at leadership levels through weekly insights using measurable indicators on online dashboards (also RAID logs, RAG reports & other BAU)
Simplified cumbersome business requirement documentation activities through shorter feedback loops, outcome based brainstorming sessions & interactive, simple knowledge base.
Agenda based timeboxed meetings enhanced discipline, focus, & productivity essential for remote working.
JIRA dashboards, Velocity, Gantt, burndown charts & many more metrics designed to visualize progress, quality, risks, impediments and others. ‘Agile Ready Reckoner’ and ‘Agile Playbook’ prepared for stakeholders at various levels.
Benzne Agile case studies capture our transformation journey, problems we solved and outcomes achieved. We have incorporated a healthy mix of agile case study examples to provide reference across multiple client scenarios.
Scaling agile led by Spotify Model case study for a leading product engineering & semiconductor firm
Geographically distributed teams struggling to align with customer objectives and cross-culture differences exceeded client expectations in a time bound agile transformation.
SAFe Transformation case study for a leading healthcare company across India and US
4X time to market by continuous delivery, business & technology alignment & customer-centricity interventions.
Customized Agile Learning Program for new hires in a Fortune 500 company
Transforming freshers into well-rounded project ready professionals with an agile mindset by integrating learning takeaways with real world projects and applied problem solving.
Organisational agility case study for a leading IT services firm
Partnered with leading service company with traditional work from office culture to ramp-up strategy for 100% remote working during peak pandemic with high-impact business contingency plan, continuous client delivery and fruitful collaboration between customer & teams.
Business Agility case study for a global leader in payment solutions
On-time delivery with 95% success rate in a business-critical program of 25 teams in an org wide waterfall to agile transformation.
Organisational agility for a leading crypto exchange start-up in India
Lowered risks by 48% by harmonising inter-team dependencies, continuous prioritisation and light-weight but high-impact process framework.
Agile implementation case study from Waterfall to Agile using SAFe as a scaling framework
100% adherence to regulatory requirements in a petrochemical group struggling with legacy code, quality & hierarchical structure
Agile Transformation case study for a UK based PropTech leader using SAFe
Achieving 90% plus DRE, customer delight & a successful funding round in a product company turnaround
Non IT Agile implementation case study in one of India’s largest FMCG company
Designed and delivered a contextual agile learning program for leadership teams in manufacturing set up.
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Geographies We Service
Agile Transformation in a India’s leading Insurance conglomerate
Driving Cross-Functional Fluidity and Predictable Delivery in a Large Insurance Organisation
Client Overview
The client is a major insurance enterprise with large-scale operations spanning product, underwriting, technology, distribution, and shared services. The organisation runs multiple business-critical programs involving diverse teams, external vendors, legacy systems, and strong regulatory constraints.
Leadership partnered with NextAgile to introduce modern, Agile ways of working that could bring inter-functional fluidity, reduce handover delays, strengthen collaboration, and stabilise delivery of a strategically important digital program.
Business Challenges
The organisation faced deep-rooted structural, cultural, and operational challenges that limited speed, adaptability, and predictability:
Slow Decision-Making Structures
Hierarchical processes and bureaucratic workflows delayed alignment, issue resolution, and cross-team decision-making.
Siloed Functional Dependencies
Conflicting priorities and isolated ownership created bottlenecks and reduced effective collaboration across functions.
Inconsistent Delivery Processes
Traditional SDLC practices were unevenly applied, leading to reactive problem solving and unclear accountability.
Escalation-Driven Operations
Frequent reliance on interpersonal escalations caused instability and disrupted consistent delivery rhythms.
Remote Work Visibility Gaps
COVID-induced remote operations amplified communication issues, delayed handovers, and reduced workflow transparency.
Limited Tooling and Transparency
Absence of modern project management and visualisation tools hindered visibility into risks, progress, and dependencies.
Leadership needed a transformation partner to introduce a one-team culture, improve visibility and discipline, and stabilise a 50-member digital program involving multiple systems, functions, and vendors.
Our Approach
NextAgile led a structured, year-long transformation journey to embed Agile ways of working across teams and functions.
- Conducted assessments across functions to understand delivery gaps, governance challenges, skill readiness, and collaboration issues.
- Mapped existing workflows, handovers, and dependency paths within the Digital Program and adjacent functions.
- Identified pilot areas where Agile could create early impact and used these as anchors for broader transformation.
- Designed cross-functional PODs aligned to end-to-end workflows, enabling tighter collaboration and faster decision cycles.
- Adopted the SPOTIFY Agile model to provide structure for tribes, squads, guilds, and leadership alignment.
- Defined process frameworks for planning, requirement refinement, product discovery, and delivery governance.
- Set up an Agile Community of 70+ members with a core committee of 7 leaders to sustain adoption.
- Implemented Scrum for a 50-member business-critical digital program involving multiple systems, vendors, and business functions.
- Conducted continuous Agile coaching for ~80 participants across product, business, PMO, QA, and engineering.
- Introduced collaboration tools and techniques for remote working, including visual workflows, daily syncs, and structured communication.
- Reimagined project and program management governance to focus on flow, client centricity, business metrics, and value realisation.
- Facilitated periodic showcases to leadership to demonstrate outcomes, build trust, and improve transparency.
- Designed JIRA dashboards, velocity reports, burndown charts, Gantt views, RAID logs, RAG indicators, and health metrics for leadership.
- Established weekly leadership insights and status cadences, enabling timely decisions and proactive risk management.
- Created lightweight knowledge bases, simplified documentation practices, and introduced shorter feedback loops for clarity and alignment.
- Delivered periodic agility assessments to measure adoption, identify systemic impediments, and refine the operating model.
- Developed “Agile Ready Reckoner” and “Agile Playbook” to equip stakeholders with role clarity, practices, and governance standards.
- Scaled Agile practices to additional teams through the Agile Community and continuous reinforcement cycles.
Impact & Outcomes
Within months, the organisation experienced tangible improvements in collaboration, predictability, and delivery performance:
Unified One-Team Culture
Enhanced collaboration and faster problem resolution through a cohesive, cross-functional working mindset.
Improved Leadership Visibility
Structured dashboards and measurable indicators enabled informed, timely decision-making.
Streamlined Requirement Processes
Iterative refinement and rapid feedback cycles strengthened clarity and alignment on business outcomes.
Higher Delivery Discipline
Timeboxed ceremonies and focused meetings improved productivity and execution, especially in remote settings.
Transparent Workflows and Metrics
JIRA dashboards, flow metrics, and risk indicators provided real-time visibility across teams and initiatives.
Scalable Agile Competency
Playbooks, communities of practice, and governance frameworks embedded Agile knowledge for long-term scalability.
The previously unstable digital program achieved stability, alignment, predictable rhythms, and stronger collaboration across functions and vendor teams.
Testimonial
Ready to Transform Your Agile Journey?
If you want to drive enterprise agility, improve cross-functional collaboration, and stabilise delivery in a complex insurance or financial services environment, NextAgile can help.
