Agile Transformation Case Study

Agile Transformation Case Study: What is an Agile Transformation Case study?

An agile transformation case study is a published report that tells a story about an organization’s experience when applying an agile transformation methodology and how the agile transformation process affected the whole organization or a specific department. Case studies are sometimes referred to as “customer stories” or “success stories” and are mainly used for marketing purposes. They are written so that the contents are from the focus of the customer and they are intended to show an example or value of a service. The intent isn’t necessarily to sell a product or service.


Professional services firms who provide agile consulting often include case studies as part of their marketing strategies and will have a section or page completely dedicated to transformation case studies on their website. These compelling client stories are a great way to show the value an agile transformation can bring to an organization.

The format in which studies are presented are primarily .pdfs which enable easy sharing, but some firms may also provide video. For example, LEGO Digital Solutions presented their agile transformation experiences and the video is published by Scaled Agile

Case studies can serve many purposes from providing supplemental educational material to supplying data necessary to create a business case for agile transformation.

Whether an organization is preparing to adopt an agile transformation process, methodology or in the midst of these activities, case studies can serve as a great reference to help educate teams and leadership. Case studies reference “real-life” examples which some people can relate to better than academic knowledge.

Agile Transformation Case Study: Criteria of a Good Case Study

Due to the analytical information a case study offers, they can serve as a great tool necessary when building a strong business case for agile transformation.

Listed in a clear, concise format, a well-written case study should, at minimum, contain:

  • Company background, including industry
  • A description of the problem or decision to be made
  • Challenges, concerns and/or opportunities
  • Solutions
  • Problems that developed during execution of the solution and how they were addressed
  • Results

Additional supporting data such as: implementation costs, increased productivity costs, software analysis of quality, return on investment, metrics and financial information can are sometimes included and help to show quantifiable results.

Agile Transformation Case Study: Case Study Examples

Barclay’s Retail and Business Banking Case Study

The Barclay’s Retail and Banking agile transformation case study begins with the key “takeaways” so immediately they present what they had learned as a result of agile transformation. The case study also contains information such as the reasons why they wanted to transform, what they hoped to achieve with agility and the “why”, “what” and “how” statements which provide more insight into their agile transformation journey.

United States Patent and Trademark Office (USPTO) Case Study provided by Halvik:

The USPTO case study describes some challenges, the method used to aid in transformation and the results.

As more and more organizations participate in transformation and publicize their results through case studies, more data can be collected, referenced and analyzed. This information can also help dispel the belief that agile is simply a “fad”.


How CAST Can Help

  • CAST provides measurement solutions to organizations undergoing agile transformations. These metrics are reported through a set of audience-tailored dashboards that provide visibility for managing complex transformation initiatives.
  • Establish a baseline for measuring quality and productivity of application development process prior to agile transformation. The baseline creates factual understanding of the existing state of development process, teams and output to serve as the benchmark for improvement.
  • Baseline the key applications along the most important application health parameters to ensure they don’t deteriorate over the life of the agile transformation. This protects critical systems during transformation process.
  • Govern and manage risk and quality based on established management criteria and metrics.
  • Support continuous improvement through automated, sustainable measurement of application development process output.
  • Measure quality and productivity of development process post agile transformation to document improvement and serve as the basis of return on investment

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