Case Study: Scaled Agile Framework Consultant Dennis Jones streamlines PI planning and remote collaboration with Lucidchart

Scaled Agile Framework Consultant - Customer Case Study

Dennis Jones is an Agile coach specializing in the Scaled Agile Framework (SAFe) and Program Increment (PI) planning who helps organizations like Northwestern Mutual, Johnson Controls, Travelport, and Blue Cross Blue Shield scale team-of-teams delivery. His main challenge was replacing fragile, co-located PI planning practices—physical boards, Post-its and string—with a way to coordinate distributed teams, surface dependencies, manage timeboxed work, and provide timely visibility for stakeholders across time zones.

He introduced a Lucidchart program-board template that mirrors the physical board but adds real-time collaboration, layered baselines, Jira integration, hotspots, and capacity math. The cloud-based board lets a few editors maintain the plan while hundreds view progress, adapt to unplanned work, and trace changes over time—resulting in clearer dependencies, faster PI planning syncs, stronger executive visibility, and demonstrable delivery of value across distributed programs.

Scaled Agile Framework Consultant

Dennis Jones

Scaled Agile Framework Consultant