Case Study: a Scaled Agile Framework consultant improves distributed PI planning with Lucidchart

Scaled Agile Framework Consultant - Customer Case Study

Dennis Jones, a consultant specializing in the Scaled Agile Framework (SAFe), frequently works with enterprises transitioning to Agile methodologies that have distributed teams. His challenge was to facilitate effective large-scale, multi-team planning and execution during Program Increment (PI) events for organizations where key participants were not co-located, making traditional physical planning boards ineffective. To solve this, he introduced his clients to Lucidchart, utilizing a custom program board template he built to enable real-time collaboration.

Lucidchart provided the solution with its cloud-based, collaborative program board. This dynamic tool allowed distributed teams across multiple time zones to visualize three months of work, track dependencies, manage capacity, and adapt to changes using layered snapshots of each iteration. The result was a significant increase in coordination and transparency, turning the board from a static planning artifact into a live execution tool that demonstrated tangible value delivery. Using Lucidchart ensured all stakeholders were aligned, making sync meetings highly productive and enabling teams to deliver true progress on working software.

Scaled Agile Framework Consultant

Dennis Jones

Scaled Agile Framework Consultant