Story Details

Customer profile	an insurance organization
Vertical	Financial services
Modern ITSM platform	Jira Service Management
Partner	StrataCom

Insurance Organization Modernizes Service Management

Insurance Organization used a structured IT Transformation and ITSM Modernization effort to improve service delivery, workflow clarity, and Enterprise Service Management readiness.

Project Profile
Customer	An insurance organization
Vertical	Financial services
New ITSM tool	Jira Service Management
Scale	Scale to confirm
Engagement span	2019-2025
Primary scope	integrations with adjacent systems

Executive Summary

An insurance organization needed service-management practices that could keep pace with operational complexity, user expectations, and the need for dependable support workflows.

The organization needed a cleaner, more flexible service-management operating model that could support evolving business needs.

The modernization centered on Jira Service Management as the new ITSM platform, giving the organization a cleaner foundation for ITSM Modernization, service workflows, integrations, and ongoing improvement.

StrataCom supported the organization through a scope that included service-management modernization and support. Source requirements were translated into a practical program covering integrations with adjacent systems. The work created a stronger foundation for service delivery while leaving room for ongoing refinement.

The engagement supported IT Transformation and ITSM Modernization by connecting platform work, process design, and operational governance to a broader Enterprise Service Management foundation.

StrataCom brought ITSM and ITIL expertise to the IT Transformation and ITSM Modernization work, along with advanced integration support, custom application development capability, and experience designing advanced workflows for complex Enterprise Service Management environments.

Results At A Glance

1	Reduced manual handoffs by connecting service workflows with adjacent business systems

The Challenge

The available source materials point to a service environment where process clarity, maintainability, and cross-team coordination were important to the next stage of IT Transformation and Enterprise Service Management.

• Stakeholders needed workflows that were easier for users to navigate and easier for administrators to maintain.
• The organization needed a practical delivery path that balanced design, configuration, testing, transition planning, and support.
• Adjacent systems needed to exchange service context without adding unnecessary manual work.

The Solution

StrataCom approached the engagement as a structured IT Transformation and ITSM Modernization effort, using the source requirements to focus implementation work on the capabilities that mattered most. The work centered on Jira Service Management as the new ITSM platform and part of a broader Enterprise Service Management foundation.

• Integration work connected service workflows with adjacent systems where handoffs or shared context mattered.
• Applied ITSM and ITIL expertise to align service design, workflow rules, approvals, and operational practices with the organization's support model.
• Designed advanced workflows and customer applications where requirements extended beyond routine ticket handling, keeping the solution practical and maintainable.
• Provided advanced integration support so service workflows could exchange context with adjacent systems and reduce unnecessary manual handoffs.

Why It Worked

The work was organized around discovery, configuration, validation, and transition rather than a simple tool swap. That gave stakeholders a way to confirm requirements, test the service model, and refine the experience before and after launch.

The engagement also emphasized maintainability: clear Enterprise Service Management patterns, practical governance, advanced workflow design, and focused integrations were used where they could reduce operational friction without creating unnecessary complexity.

Business Impact

• Reduced manual handoffs by connecting service workflows with adjacent business systems.
• Created a foundation for continued ITSM Modernization and Enterprise Service Management improvement as business needs evolve.
• Gave the organization a partner capable of supporting advanced workflows, integrations, and custom service applications as needs evolve.

Talk With StrataCom

StrataCom helps organizations modernize ITSM, improve service workflows, and build practical Enterprise Service Management foundations.