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Jira + Rally integration

Financial services

Beyond integration.

Unified portfolio framework for a financial giant

Leading financial services organization

A leading financial services organization needed a unified Portfolio Hierarchy to improve investment visibility, track capital expenditures, and ensure compliance across distributed teams. OpsHub Integration Manager (OIM) delivered seamless bi-directional synchronization between Jira and Rally transforming disconnected tools into a single source of truth.

100%

Bi-directional
sync achieved

0

Compliance
gaps remaining

Real Time

Data synchronization

1

Unified source of truth

0

Downtime during integration

01

The Challenge

Disconnection · Compliance gaps · Reporting blindspots

01

Disjointed systems

There was no existing integration between Jira and Rally, leading to data silos and inconsistent portfolio tracking. Teams using different tools had no visibility into each other's progress or investment data.

02

Fragmented portfolio hierarchy

Jira teams lacked a structured way to align with Rally's portfolio framework, making investment tracking difficult. Capital expenditure visibility was fragmented across disconnected planning cycles.

03

Investment reporting gaps

Jira teams were excluded from Technology Investment Reporting in Rally, resulting in incomplete financial insights. Leadership could not get accurate portfolio wide visibility for capital investment decisions.

04

Compliance risks

Compliance audits did not include Jira teams, creating potential regulatory blind spots. Without a unified data view, the organization could not demonstrate full team coverage in audit processes.

05

Limited release train visibility

Without integration, teams using Jira were missing from release train planning and execution, reducing coordination. Cross team delivery tracking was impossible without a shared data layer.

06

Complex reporting overhead

The lack of a unified system made comprehensive reporting cumbersome, requiring significant manual effort to consolidate data from both platforms before any executive reporting could be produced.

02

The OIM solution

Enterprise-wide data integration in real-time

Real-time data synchronization

Portfolio items and investment data were automatically updated across both platforms, ensuring data consistency. Any change in Jira or Rally was instantly reflected in the counterpart system without manual intervention.

Enhanced investment reporting

Teams gained accurate and unified insights into capital investments, allowing for better financial decision making. Investment tracking became comprehensive and real-time, eliminating reporting lag.

Compliance assurance

All teams were included in audit processes, eliminating compliance gaps. Automatic data synchronization ensured every team Jira or Rally was represented in compliance reporting without any manual effort.

Improved release train visibility

A unified view of release trains allowed teams to plan and track progress across both platforms. Jira teams were now fully visible in release train planning, enabling true cross-tool coordination.

Streamlined project management

Teams could work in their preferred tool while ensuring their data was reflected in both Jira and Rally. The project move and deletion features were particularly valuable for managing portfolio updates with ease.

Hands-on opshub support

Throughout the implementation, OpsHub provided hands-on support, addressing challenges promptly and ensuring a smooth, disruption free integration. Every edge case was handled proactively by the OpsHub team.

03

Solution architecture

Three-product opshub stack

  • Connected systems

Jira

Agile teams · Project tracking · Sprint planning

Rally (CA Agile)

Portfolio hierarchy · Investment tracking · Release trains

OpsHub Integration Manager (OIM)

Bi-directional · Real-time · Enterprise-scale · Zero disruption

Portfolio sync

Investment reporting
Compliance coverage

Portfolio items

Features, Epics, Initiatives, and Portfolio Items synchronized with matching Rally hierarchy levels maintaining structural integrity across both platforms.

Investment data

Capital expenditure data, investment categories, and financial tracking fields synced in real-time to ensure accurate reporting across the unified portfolio.

Release trains

Release train plans and progress tracking aligned across Jira and Rally giving all teams full cross platform visibility into delivery milestones.

04

Integration execution

Seamless · Disruption-free · Hands-on support

Integration delivery phases

Discovery

Assessment

  • Tool ecosystem audit
  • Portfolio hierarchy mapping
  • Data entity identification
  • Compliance requirement review

Configuration

Oim setup

  • Jira ↔ Rally connector config
  • Field mapping definition
  • Sync rules established
  • Portfolio hierarchy alignment

Validation

Testing

  • Bi-directional sync testing
  • Investment data accuracy check
  • Compliance coverage verified
  • Stakeholder sign-off

Go Live

Production

  • Zero downtime cutover
  • Real-time sync activated
  • All teams included in reporting
  • Hands-on OpsHub support provided

05

Integration scope

Full data coverage across both platforms

Jira side

Agile teams · Project management

Sync direction

Bi-directional

Compliance coverage

100%

Investment reporting

Included

Release train access

Full

Entity types synced

Epics

Stories

Features

Defects

Sprints

Portfolio Items

Release Trains

Rally side

Portfolio hierarchy · Investment tracking

Portfolio hierarchy

Unified

Investment data

Real-time

Financial reporting

Comprehensive

Audit readiness

Automatic

Entity types synced

Portfolio Items

Initiatives

Themes

Milestones

Release Trains

Investment Data

06

Engagement outcomes

Results at a glance

1 Source

Of truth

established

0

Compliance
gaps
remaining

100%

Team coverage

in audit reporting

0

Downtime

during integration

Before integration

  • Jira teams invisible in Rally portfolio
  • Compliance audits excluded Jira
  • Manual data consolidation for reports
  • No release train tracking across tools

OpsHub OIM

Bi-directional sync

Real-time · Automated

After integration

  • Unified portfolio tracking across both tools
  • All teams included in compliance audits
  • Automated, real-time financial reporting
  • Full release train visibility in Jira

07

OIM Capabilities leveraged

What made this integration possible
Capability Description Integration Role
Bi-directional sync
Real-time, automatic synchronization of data between Jira and Rally in both directions
Clean, native data in destination tools — no “migrated from Rally” clutter
Portfolio hierarchy mapping
Maps Jira’s project structure to Rally’s portfolio hierarchy with field-level precision
Enabled Jira teams to align fully with Rally portfolio framework without changing workflows
Investment data synchronization
Syncs capital expenditure data, investment categories, and financial fields automatically
Eliminated incomplete financial reporting by including all Jira teams in investment data flows
Compliance coverage
Ensures all teams across both tools are included in audit and compliance reporting
Closed the compliance gap that had previously excluded Jira teams from regulatory audit trails
Release train visibility
Unified view of release trains synchronized across Jira and Rally in real-time
Gave Jira teams full participation in release train planning and cross-tool progress tracking
Project move & deletion
Supports moving and deleting projects while maintaining data integrity across platforms
Enabled efficient portfolio restructuring without data loss or sync disruption
Zero-disruption deployment
Integration delivered with no downtime and no interruption to ongoing project work
Teams continued working normally throughout the entire integration implementation

08

Engagement benefits

What was delivered

01

Unified portfolio management

Jira and Rally teams had access to a single source of truth, improving portfolio tracking across the entire organization. Leadership gained a real-time, comprehensive view of all investments and project progress.

02

Seamless compliance & audit readiness

Automatic data synchronization ensured all teams were included in compliance reporting. Regulatory audit coverage became comprehensive and effortless, with no manual consolidation required from any team.

03

Improved financial reporting

Investment reporting was more accurate and comprehensive, reducing manual reconciliation. Capital expenditure visibility was achieved in real-time across both platforms for the first time.

04

Operational stability

The integration was executed with zero downtime, ensuring continuity in project execution throughout the entire implementation. Teams experienced no disruption to their day-to-day workflows or sprint commitments.

05

Advanced reporting & insights

Stakeholders gained real-time visibility into project progress, release trains, and financial tracking, enabling faster, data-driven decisions at every level of the organization from team to executive.

06

Preferred tool flexibility

Teams could continue working in their preferred tool Jira or Rally while data was automatically reflected in both. No one was forced to change their workflow or learn a new system to achieve unified reporting.

09

Integration roadmap

Delivered, Live & Next steps

Phase 1 - Foundation

  • Ecosystem audit and portfolio hierarchy analysis completed
  • Jira ↔ Rally field mapping defined and validated
  • OIM configuration and sync rules established
  • Compliance and investment data requirements mapped

Phase 2 - Live integration

  • Bi-directional sync active between Jira and Rally
  • All teams included in compliance and audit reporting
  • Real-time investment data flowing across both platforms
  • Release train visibility unified across tools
  • Zero downtime achieved through entire delivery

Phase 3 - Optimization

  • Expanded reporting and analytics dashboards
  • Additional entity types and custom field syncing
  • Portfolio-level AI-assisted financial forecasting
  • Cross-tool velocity and delivery metrics
  • Deeper compliance automation and audit trails

By implementing OpsHub Integration Manager, this financial giant transformed disconnected Jira and Rally environments into a unified portfolio framework — delivering real-time investment visibility, comprehensive compliance coverage, and accurate financial reporting across all teams without a single disruption.

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