All case studies Case 06 / 06
PMO Leadership

Migration to Jira & Confluence

Consolidated CRMiUM's whole portfolio from a custom, home-grown system onto Jira for delivery tracking and Confluence for documentation.

Role
Head of PMO — led the migration
Timeline
2025
Company
CRMiUM
Tooling MigrationProcess DocumentationChange Management
01 — Context

CRMiUM ran on a custom, home-grown system before the PMO consolidated the whole portfolio onto Jira (delivery tracking) and Confluence (documentation).

02 — My Role
Lead the migration

Led the move off the custom system, driving adoption across the PM team and documenting every process along the way.

03 — Challenge
01

A custom, home-grown system with no standardized process documentation, hard to scale as the portfolio grew.

04 — Solution

Piloted on My Own Projects First

Rather than a big-bang cutover, piloted the migration on my own 5 projects first — configuring Jira end to end myself and validating the approach as an MVP before touching the rest of the portfolio.

Change-Managed Across Every Department

Communicated the new workflow to every department, collected feedback, and iterated on the setup before scaling it — moving the full delivery organization onto Jira and Confluence within 3 months.

Documented All the Processes

Migrated and documented every process that had lived in the old custom system, rebuilding them as the foundation for the Delivery Governance System's single documentation system.

Full case: Delivery Governance System
05 — Results
0 single source of truth for delivery tracking & documentation
0 months to migrate the full delivery org, piloted first and change-managed department by department
06 — Skills
Tooling MigrationProcess DocumentationChange Management