Overview

A digital-forward, publicly traded, fast-casual restaurant corporation operating thousands of locations world-wide had a bold ambition: deliver seamless, high-quality customer experiences across digital and in-store channels. But as their portfolio of initiatives grew more complex, leadership struggled to maintain visibility, prioritize resources, and ensure consistent delivery against their roadmap.
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Challenge

Despite a heavy investment in technology and agile teams, the organization’s planning and execution processes were disconnected:

• Excel-based Roadmaps were misaligned with what teams were actually delivering in Jira.
• Initiative Visibility was limited; leadership lacked a single view across active programs and couldn’t track progress or delivery confidence.
• Poor Governance and Prioritization meant teams were often working on lower-impact initiatives while high-value efforts stalled or drifted.
• Misaligned Marketing & Product Launches led to poor customer experiences, with public promotions preceding actual product readiness.

Despite a commitment to agile delivery, the organization found itself constrained by a CLOSED software process. Roadmaps conflicted with real-time execution data, leaving leadership in the dark. Teams lacked timely validation of work in flight, creating rework and stalled progress. Resources were stretched thin with no clear sense of capacity, and governance remained siloed with inconsistent sprint cadences. Product launches were rushed or mistimed, undermining carefully planned marketing efforts. Underlying it all was a fragmented toolset that disconnected planning from delivery, making it nearly impossible to drive strategic alignment or predictable execution.
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The Bloomfilter Solution

To address these challenges, the company partnered with Bloomfilter to gain visibility, improve alignment, and drive more effective execution across their software delivery process. By integrating data from Jira and applying Bloomfilter’s process intelligence, they were able to connect strategic planning with on-the-ground delivery. This transformation began by identifying the disconnects between what was planned and what was actually being worked, uncovering misaligned initiatives, and validating whether teams were focused on the highest-priority efforts. Bloomfilter empowered the organization to shift from reactive reporting to proactive decision-making, grounded in real-time insight.

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Key capabilities included:

• Strategy Module: Surfaced discrepancies between Excel-based roadmaps and Jira epics, identifying mismatches in initiative timelines, unclear ownership, and delivery confidence issues.
• Process Analysis Tools: Revealed sprint misalignment, inconsistent work periods, and incorrect or missing start/end dates—highlighting gaps between portfolio strategy and execution.
• Work Prioritization Insights: Uncovered instances where teams were spending effort on lower-impact tasks instead of aligning with the most valuable customer- and business-facing initiatives.
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Actions Taken

With Bloomfilter, the organization initiated a company-wide shift in how it manages strategy and execution:

• Validated initiative timelines across teams to ensure alignment with roadmap expectations.
• Integrated Bloomfilter insights into quarterly and half-year planning cycles.
• Re-prioritized work around high-value initiatives.
• Updated governance and workflows to include consistent, data-backed delivery insights across marketing, product, and engineering.
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Results

As a result of implementing Bloomfilter, the organization achieved measurable improvements in both day-to-day execution and long-term strategic planning. Teams gained a clear operating rhythm, aligned around shared priorities and supported by accurate, real-time data. This visibility enabled cross-functional stakeholders—from marketing to product to engineering—to operate from a single source of truth, reducing friction and increasing accountability. Most importantly, the organization could finally connect planning to outcomes, improving customer experience and driving more confident, informed decisions at the executive level.

Key outcomes included:

• Increased Delivery Predictability: Teams now operate with greater consistency in sprint cadence and more accurate timelines across initiatives.
• Improved Cross-Functional Alignment: Marketing, product, and technology functions are aligned through a unified platform, reducing miscommunication and duplication of effort.
• Customer Experience Improvements: Product readiness now better matches marketing and promotional timelines, resulting in fewer missed launches and a smoother customer journey.
• Strategic Decision-Making: Executives now have a real-time view of initiative health and delivery confidence, enabling smarter decisions around funding, staffing, and prioritization.

Value to the Client

Bloomfilter turned a reactive, spreadsheet-based planning process into a data-driven, strategically aligned system. The client is on track to:

• Reduce delivery-related customer drop-offs
• Improve roadmap deliverability and executive confidence
• Scale strategic delivery across portfolios with fewer missteps
• Increase internal and customer-facing trust in product and marketing timelines

“Now we can see not just what’s on the roadmap, but what’s actually being worked on, where it’s blocked, and how confident we are in delivery.”

- Portfolio Leader