Case study 03 · Operational excellence

Introducing Structured Ways of Working.

Using Jira boards, project workflows and Confluence documentation practices to improve visibility, collaboration and knowledge sharing.

JiraConfluenceProcess improvement

01 · The need

Make work easier to see and coordinate

The initiative addressed the need for clearer project visibility, stronger collaboration and a more consistent way to capture and share operational knowledge.

02 · The approach

Connect work tracking with documentation

Jira boards and project tracking workflows created a clearer view of work in progress, while Confluence practices gave teams a more structured place to document and share knowledge.

03 · The result

Establish a useful internal benchmark

The approach improved visibility, collaboration and knowledge sharing, and became a benchmark considered by other teams within the organisation.

Illustrative workflow

Making work visible from idea to release

A structured Jira workflow can give teams a shared view of priorities, progress, dependencies and completed work, while keeping delivery connected to supporting documentation.

Sample boardOperational Excellence Delivery

Active sprint · Fictional example

Grooming2

OPS-101

Map intake workflow

DiscoveryMK
OPS-102

Review reporting cadence

PlanningAL

To Do2

OPS-103

Draft process guide

DocumentationJR
OPS-104

Configure project board

SetupMK

Doing2

OPS-105

Define handover checklist

In progressSP
OPS-106

Build Confluence template

KnowledgeAL

Blocked1

OPS-107

Confirm system dependency

DependencyJR

Awaiting Release1

OPS-108

Obtain stakeholder approval

ReviewMK

Done2

OPS-109

Publish documentation

ReleasedSP
OPS-110

Establish weekly review

CompleteAL

Representative illustration using fictional tasks and identifiers. No organisational or confidential information is shown.

What changed

More structure without adding unnecessary complexity

  • Jira boards for work visibility
  • Project tracking workflows
  • Confluence documentation practices
  • Clearer collaboration across work
  • More accessible shared knowledge
  • A repeatable approach for other teams

Why it mattered

Better ways of working made both activity and knowledge more visible.

The value came from connecting day-to-day project coordination with documentation. Teams gained a clearer view of the work while creating practices that supported collaboration and knowledge sharing.