When a nationally recognized health data company underwent multiple mergers and acquisitions, its operations became weighed down by redundant systems and fragmented workflows. Teams were spread across Smartsheet, Excel, Google Docs, Jira Data Center, and ServiceDesk Plus. This made it nearly impossible to track projects consistently, manage users cleanly, or produce reliable audit reports.
To untangle the complexity, the organization engaged a ConsultNet Solution Architect, tasked with leading the effort to consolidate these disparate tools into a single system of record: Jira Cloud.
RESULTS AT A GLANCE
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- Driving the consolidation of multiple systems into one Jira Cloud platform, improving visibility and auditability
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- Completed early migrations for Smartsheet and Google Docs, with many more in progress across dozens of teams
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- Standardizing how data is organized to simplify audits and enable more powerful reporting
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- Establishing scalable processes that will support future acquisitions without repeating past inefficiencies
CHALLENGE
Years of growth through acquisitions left the company with a patchwork of systems and “workarounds” that created fragile, hard-to-maintain processes. Audits required digging across multiple tools. User access was inconsistent, and every new acquisition added another layer of complexity. Without a clear path toward consolidation, the organization risked falling further behind on visibility, governance, and efficiency.
SOLUTION
Rather than a simple “lift and shift,” the Solution Architect is spearheading a structured ongoing process improvement initiative:
EVALUATING LEGACY SYSTEMS: Identifying which data, configurations, and accounts remain relevant and which can be retired to avoid carrying forward inefficiencies.
SYSTEM CONSOLIDATION IN PROGRESS: Delivering migrations from platforms like Smartsheet and Google Docs into Jira Cloud, with dozens more teams slated for onboarding.
AGILE COLLABORATION: Leading discovery sessions, demos, and stakeholder reviews to ensure solutions align with business needs.
CUSTOMER ENGAGEMENT: Supporting direct onboarding of external customers, troubleshooting issues, and ensuring the new processes work in practice.
SUSTAINABLE ARCHITECTURE: Advocating for “out-of-the-box first” solutions, keeping systems lean and adaptable for future growth.
“When you’re packing up and moving, you shouldn’t just pack up all the junk and take it with you. You should purposefully decide what you want to keep and toss/donate what you don’t. Likewise, a migration isn’t just about moving data: it’s about identifying waste and eliminating inefficiencies. And so we’re not just delivering migrations from one tool to another. We are building sustainable processes that remove waste and inefficiencies, improve auditability, and make every future integration faster and smoother.”
Kevin Handley, Solution Architect
WHY THIS PROJECT STANDS OUT
What began as a standard migration evolved into a full-scale business process transformation in progress. By rethinking how work is captured, tracked, and governed, the organization is moving beyond fragmented, “cobbled together” systems and toward a streamlined future. With cleaner workflows, stronger governance, and scalable processes, it is now better positioned to integrate future acquisitions quickly and efficiently.
