Case Study: a Fortune 500 Bank reduces quarterly planning time with Dragonboat

Fortune 500 Bank - Customer Case Study

A major Fortune 500 bank, one of the top five in the US, faced challenges with fragmented visibility, strategic misalignment, and inefficient manual processes as it expanded. They sought a comprehensive product and portfolio management solution to unify their operations and selected Dragonboat, an AI platform for strategic portfolio management, after other tools like Jira Align proved insufficient for their needs.

Dragonboat provided a unified decision system that integrated with the bank's existing Jira setup without disrupting engineering workflows. The solution delivered a single source of truth, enabling outcome-focused roadmapping and automated reporting. This resulted in the bank reducing its quarterly planning process from several weeks to just a few days, improving risk management, accelerating investment decisions, and fostering greater autonomy and alignment across its product teams.