Sharing your SAFe story

Have a great SAFe story to tell? We want to help.

Our case study specialists will team with you to capture the details of your SAFe journey. From learning how to submit your story to understanding the step-by-step process, the following FAQs cover the top questions we get regarding the case study process with Scaled Agile.

What’s the process of creating a case study with Scaled Agile?

  1. First, take 5-10 minutes to complete a short summary nominating your organization’s story at: scaledagile.com/submit-study.

  2. Scaled Agile will review the summary and get back to you about next steps.


  3. If your organization is selected, a case study specialist will reach out to help draft your story. It will involve gathering background information and scheduling phone interviews with key individuals involved in the implementation. Interviews may include both enterprise and Scaled Agile Partners when applicable. If you already have a written case study, our specialist will work with you to adapt the content to Scaled Agile’s format, and help to develop any supplemental details—such as interview quotes—that could give the story some additional substance.


  4. Once the draft is ready, your organization has the chance to review, edit, and approve the case study.


  5. We will ask an authorized representative of your organization to sign a Terms of Use document indicating approval for Scaled Agile to publish your case study in multiple formats and mediums.


  6. We collect your logo and relevant images and/or downloads to include with the web summary.


  7. Your case study goes live on the website, SAFe blog, and is shared via Scaled Agile’s social media channels. You are encouraged to share with your networks as well!

In what format does Scaled Agile create case studies – where can they be found?

Scaled Agile will communicate your SAFe story through multiple formats and mediums, including:

  • A web summary, typically 1,000-1,500 words, which goes on the SAFe and Scaled Agile, Inc. websites (scaledagileframework.com/case-studies and scaledagile.com/case-studies).
  • A SAFe blog post authored by Dean Leffingwell
  • Social media posts including Twitter, Facebook, and LinkedIn
  • Print collateral and PowerPoint presentations
  • Video presentations when applicable and authorized by the enterprise

What does Scaled Agile look for in case studies?

Scaled Agile is looking for a candid and detailed story of your organization’s implementation journey. From how you gained buy-in to PI Planning, to learnings, overcoming challenges, and transforming culture; every milestone counts. Most importantly, we look for specific business results, which may include time-to-market, productivity, quality, and employee engagement.

To tighten the focus of your story, we’re looking for what makes your implementation unique. Did you apply SAFe in areas such as DevOps, Lean-Agile Budgeting, or Agile HR? Did you use SAFe to comply with regulatory standards or implement the Framework’s Agile Architecture strategy? Or have you come up with a unique way to leverage SAFe that nobody has thought of yet? A great example of this is Northwestern Mutual’s “Transformation Railway Station,” a clever twist on the ART Program Board that represents cows as impediments (read their story at scaledagileframework.com/northwestern-mutual-case-study).

When is the best time to capture our case study?

We look for implementations that have reached a certain maturity level, ideally with multiple Agile Release Trains in progress, and well documented results and details describing how the organization met challenges, and incrementally improved and expanded their practice of SAFe. It typically takes at least 18-24 months for organizations to reach this point.

Can we include supplemental materials with the web summary?

Absolutely. Perhaps you presented your story at an event, or created a slide presentation or video. We can link to these additional resources from the web summary.

What type of permission do I need to get before beginning a case study?

Before we get started, we need reassurance that the featured organization will ultimately approve the story for public use and that the person driving the case study with Scaled Agile is authorized to do so. Eventually we will ask for the enterprise to sign a Terms of Use agreement authorizing Scaled Agile to publish the study.

What type of information do you typically include in Scaled Agile case studies?

The case studies include some details about the featured company, their goals and challenges prior to SAFe, why they chose SAFe, the rollout, training provided, who was involved, challenges overcome, best practices along the way, areas of focus (eg. DevOps, Agile Contracting, etc.), and specific results. For examples, please check out our collection of published case studies at scaledagileframework.com/case-studies.

What is the Partner’s role in the case study, and how is the Partner involved?

When applicable, Scaled Agile Partners are mentioned in the case study with permission of the enterprise. Additionally, when a Partner is involved, we interview the Partner for details about the implementation.

Do we get a chance to review the final case study before it's published?

Definitely. This is a fully collaborative process where you will drive the direction of the content and we are the ones pulling it together based on your input. You have signoff on content, and the case study will not be published without express approval from the enterprise via a signed Terms of Use document.

We’re ready. How do we get started creating our SAFe case study?

Nominate the SAFe story at scaledagile.com/submit-study. Your submission will start the process for us to review your summary, determine its potential, and assign a case study specialist to work with you and the enterprise in developing the narrative.

We’re not ready yet. How do we get ready for a case study in the future?

Take notes and benchmark progress and results as your implementation develops. Document the details such as type of training provided, number of people involved, when you launched trains, and some of the challenges and milestones that made a difference. Also, begin following potential success metrics such as time-to-market, quality improvements, productivity, and employee engagement.

Also, major transformations don’t come without their challenges. Documenting your bumps in the road—and particularly how you dealt with them—will give readers some valuable insights into how they can succeed in their own journey.

We would like to present the case study at the SAFe Summit – is that an option?

We’re delighted to take submissions for case study presentations at the SAFe Summit and any conferences we host in the future. Keep in mind that we receive more case study submissions for the Summit than we have available speaking slots, so not all studies will accepted for the Summit (even when they are accepted for general publication).

Summit acceptance criteria is based on what we believe to be most relevant and useful to the audience at the time of the event. If you have a study you wish to nominate for a Summit presentation, please notify regina.cleveland@scaledagile.com. Thank you!

Questions?

Contact Regina Cleveland at regina.cleveland@scaledagile.com.