In the financial sector, efficiency and traceability in internal processes are essential to maintain secure and agile operations.

Our client, a leading banking institution in Chile, faced the challenge of migrating their ticket workflow from JIRA to Azure DevOps, seeking a more modern, standardized platform that could better fit their operational needs.

The prolonged use of JIRA had resulted in inconsistent ticket structures, non-standardized workflows, and occasional data loss during certain actions. In addition, user resistance to change and the difficulty of precisely defining the ideal workflow led to delays and high administrative overhead in task tracking.

The Solution: A Planned and Collaborative Migration Process

CleverIT designed a smooth transition process to Azure DevOps, ensuring full traceability and preserving the structure of the original tickets.

The project began with a discovery and assessment phase, where the current JIRA operations were analyzed—mapping teams, backlogs, and sprints to replicate existing workflows in ADO. Then, the CleverIT team developed a custom migration tool based on JIRA API interactions, capable of extracting and transferring artifacts, comments, and configurations without data loss.

The migration was executed in waves, combining dry runs, user training sessions, and functional validations. In parallel, an internal communication plan was implemented to guide technical and operational teams through the adoption process, ensuring a smooth and positive experience during the transition.

The partnership between CleverIT and Microsoft played a key role in this project. By leveraging Azure DevOps, the client gained access to an enterprise-grade platform with corporate support, managed licenses, and features that enhanced collaboration between development and operations teams.

Results that Drive Efficiency

• 800+ tickets migrated to Azure DevOps 
• Integration of nearly 500 active users 
• Training sessions for effective adoption 
• New support artifacts, including tracking dashboards and wikis 

Toward a More Agile and Connected Operation

This project marks a significant step toward the modernization of technology management in the financial industry. By migrating its workflows to Azure DevOps, our client now benefits from clearer, more traceable, and automated processes that optimize internal management and reduce operational times.

With CleverIT’s guidance and Microsoft’s support of our expertise, we helped transform the way the client manages its internal processes—proving that technological innovation and change management can go hand in hand to build a more agile and future-ready banking operation.