Case study · visibility

Centralized Dashboard for Delivery Teams

A centralized Confluence dashboard that brought metrics and data from Jira, Tableau and team calendars into one place — taking Jira hygiene compliance to 100% within days and giving teams real-time insight into sprint performance.

“Compliant” and “non-compliant” are the terms we used for whether a team was meeting our metric guidelines.

Client
Wells Fargo
My role
Scrum Master
Industry
Finance
Company size
190K+

Project requirements

  • Easy to use, with no complicated filters
  • Easy to read — not cluttered or busy
  • Easy to scale, so information can be added or removed as needed
  • Keeps the noise away from engineers and developers
  • Shows Jira hygiene data, the sprint board, product board, roadmap and improvement backlog
  • Scrum metrics for Scrum teams and Kanban metrics for Kanban teams
  • Team calendar and quick links

Situation

Scrum Masters in the Telecommunications area at Wells Fargo had to manage information spread across Jira, Confluence, Tableau, collaborative whiteboards and calendars. That made it hard to track metrics, keep Jira hygiene up and get teams the data they needed. Without a central hub, time was wasted in an environment where that information is crucial to team success.

Challenges

Information was scattered across many platforms, so Scrum Masters had to jump between tools — slow, and easy to miss insights that could help teams improve. Jira dashboards lacked the flexibility and layout options to show everything in one view, and the experience was inconsistent from team to team.

The approach & solution

I experimented with a few ways to radiate information. Custom virtual meeting backgrounds showing key metrics proved too time-consuming to maintain, and Jira dashboards weren’t flexible enough.

I then turned to Confluence. Despite my limited experience with it, its flexible layouts and macros let me pull data from many platforms into one centralized dashboard, including:

  • Jira hygiene metrics
  • Sprint metrics such as burndown charts, scope-creep indicators and story points per sprint
  • Team calendars
  • Tableau reports for Kanban metrics — lead time, cycle time, flow efficiency and throughput
  • Quick links to team agreements, retrospective whiteboards and other resources

I also wrote custom JavaScript to highlight the Jira items that needed immediate attention, making it easier for teams to stay on top of their hygiene.

The centralized Confluence team dashboard with sprint metrics, Jira hygiene and quick links
The centralized Confluence team dashboard with sprint metrics, Jira hygiene and quick links — select to view full size.

The results

Jira hygiene 100% Up more than 30% in just two days
Teams adopted 6+ Across Secure Network Services

The Confluence dashboard helped my teams:

  • Reach 100% Jira hygiene compliance within days
  • Spot and close performance gaps quickly, improving sprint execution
  • Move smoothly from Kanban to Scrum, with real-time insight into burndown and story points per sprint
  • Plan more accurately, with story points per engineer and team calendars in one place

Its success spread beyond my teams: it was adopted across the Telecommunications area and became a model for Scrum Masters throughout Wells Fargo — a strong validation of centralized information radiators in large-scale Agile environments.

What people said

“As a Product Owner, one of the biggest challenges I faced was keeping our team aligned and ensuring we were staying on top of all the key metrics, especially Jira Hygiene. … Then our Scrum Master introduced us to the Confluence dashboard he built, and it was truly a game-changer. In less than two days, our team went from struggling with Jira Hygiene to being 100% compliant. The dashboard brought everything we needed into one place — burndown charts, sprint metrics, quick access to our team agreements, and even custom alerts for areas we needed to focus on. … What really stood out to me was how simple and intuitive it was to use. The fact that it’s now being adopted by teams across the organization speaks volumes about how effective it is. …”
Name withheld Product Owner, Wells Fargo Secure Network Services

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