How 7 companies use Lucid to improve Agile processes and increase efficiency

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While many organizations aim to be more Agile, true agility requires more than simply adopting an Agile framework. To actually increase efficiency and high-value delivery, teams need shared visual spaces to collaborate, facilitate Agile events, and plan how their work will be achieved. This is where Lucid comes in.

The Lucid Visual Collaboration Suite is the perfect solution for Agile teams around the world, providing the exact visual space that these teams need in order to increase agility and alignment. Check out how seven companies in different industries—from a luxury automaker to a federal agency—have switched over to Lucid to facilitate Agile events, improve their Agile processes, and increase efficiency across their organizations.

Top global athletic brand: Using Lucid for faster sprint planning sessions

Architects at this top global athletic brand used the Lucid Suite to develop end-to-end data landscapes and crucial business blueprints. From the beginning stages of mind mapping to launching precise architecture, Lucid provides a flexible, intelligent canvas to support their entire workflow.

Before Lucid, Scrum leads at this company would often miss assignments for team members because it was difficult to visualize the workflow for everyone on the team at one time. As their Scrum teams continued to grow, effective planning became more and more crucial. Scrum teams began to utilize Lucid to facilitate their sprint planning activities and use capabilities such as dynamic tables and conditional formatting to easily see the work capacity of team members.

Thanks to Lucid, Scrum teams now distribute assignments in a matter of minutes rather than undertaking a laborious process. By using the power of Lucid’s intelligent canvas, employees at this company are saving time and working faster.

The impact:

Scrum leads are now 30x faster during planning sessions by using the power of Lucid to quickly visualize their workflow.
Enterprise architects shortened entity-relationship diagram (ERD) creation sessions from eight hours to two hours, reducing the amount of time spent on creation sessions by 75%.
Utilizing Lucid’s data linking capabilities to update diagrams allowed enterprise architects to reduce time from a full week of work to two minutes—600x faster than before.

How Lucid helps boost agility

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DocuSign: Ensuring collaboration and improving alignment across the globe

As DocuSign began to leverage the Scaled Agile Framework (SAFe) and bring Agile practices to scale throughout its entire organization, the company was struggling with collaboration across its geographically dispersed teams. With offices in Seattle, San Francisco, and Chicago, finding an interactive, visual platform for teams to conduct incremental planning each quarter was a challenge. Searching for a solution led members of DocuSign’s program management team to Lucid.

“[Lucid] allows us to communicate and convey information to teams across the globe [...] Before, we had to fly in different teams to one location, but now anyone can gain access and provide updates remotely from various locations.”

—Kunal Arora, DocuSign senior program manager

Once the program management team discovered Lucid, they were able to collaborate in real time across the globe and completely rework their quarterly planning process. As word spread about how Lucid helped the program management team refine their processes, other teams at DocuSign began using Lucid. The UX, engineering, and sales teams created flowcharts, data flow diagrams, and other technical diagrams for their own work projects.

For the sales team in particular, using Lucid helped close more deals and increase customer retention as they were able to improve the customer onboarding process. At DocuSign, any team that needed to improve alignment and high-value delivery was able to leverage Lucid, regardless of their department.

“I’m positive that Lucid helps increase our close rate, I would say by 20%. And it shortens our deal cycle as well.”

—Sam Metzer, DocuSign solutions engineer

The impact:

DocuSign was able to completely rework their quarterly planning process, achieving a dramatic increase in their quarterly delivery rate.
Thanks to improving its onboarding process by providing customers with personalized visual diagrams in Lucid, DocuSign increased customer retention.
Using Lucid helped DocuSign’s sales team increase their close rates by an estimated 20% and shorten their deal cycle.

How visual collaboration supports Agile teams

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Luxury automaker: Saving Agile teams the equivalent of six working weeks a year

Lucid became a luxury automaker’s platform of choice as Agile was adopted in the company’s engineering department, then spread to the digital and data departments. Scrum masters used Lucid templates to prepare for their quarterly big room planning sessions and sprint retrospectives. By using a templated big room planning board, each Agile team was able to save the equivalent of six working weeks a year, thanks to Lucid’s intelligent diagramming features such as conditional formatting.

Agile teams at this luxury automaker also saved time by leveraging Lucid’s bi-directional Jira integration during dependency mapping, which ensures that any changes in Lucid are automatically reflected in Jira. Teams also determined capacity planning by using story points and other team estimation capabilities. They were able to have more confidence in their planning sessions and more accurately reported to senior leadership.

The impact:

Thanks to the ability to collaborate asynchronously, brainstorming sessions are up to 2.5x more productive with Lucid.
Creating Jira tickets directly in Lucid reduced the time required from 20-30 minutes to 20-30 seconds, saving up to 98% of the time needed for creating tickets.
The reporting frequency to leadership was significantly improved from twice per project to being able to continuously provide the most up-to-date data.

Learn more about Lucid’s integrations

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Federal research agency: Transforming quarterly planning

Quarterly planning is crucial for federal government agencies. This federal research agency used to rely on traditional physical whiteboards to conduct its quarterly planning, but the COVID-19 pandemic caused it to look for options that would help its teams facilitate hybrid events as its employees were working remotely.

Not only was the agency able to successfully facilitate digital quarterly planning with Lucid, but it was also able to transform its Agile ceremonies completely. With Lucid, the agency’s Agile teams were able to lead innovative, successful big room planning sessions and guide their teams through engaging events that enhanced alignment and operational efficiency.

“[Using Lucid’s templates] was like I was in the big room, like back when we were in-person.”

—Senior IT analyst at the federal research agency

Lucid’s professional services team stepped in to provide creative facilitation coaching sessions for this agency’s Scrum masters, as well as custom templates that were specifically designed for the agency’s workflows and meetings. Then, Lucid’s team hosted product training sessions to make sure that this federal research agency’s digital transformation was successful throughout the entire organization.

The impact:

Lucid enabled the agency to digitize quarterly planning to address the needs of remote teams.
Thanks to Lucid, Agile teams at this federal agency were able to lead innovative, wildly successful planning sessions.
Big room planning sessions were more engaging and effective.

Explore Lucid’s solutions for the public sector

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Top global insurance company: Improving Agile processes across teams and ensuring disaster recovery compliance

At one of the world’s top property and casualty insurance providers, Agile leaders use Lucid to facilitate Agile events and workflows. Lucid helps enhance team alignment, transparency, and continuous improvement, even in remote or hybrid work settings. By using Lucid to host their PI planning events virtually, this insurance company saves money on travel costs while increasing participation. A visual collaboration solution also makes it easier to improve cross-functional processes.

In addition, principal architects leverage Lucid’s intelligent diagramming capabilities to visualize application architecture for existing applications and new concepts. This visual representation is crucial for enhancing understanding, fostering alignment, and streamlining communication, especially with complex event-based systems that contain many moving parts.

Thanks to Lucid’s integration with Confluence, Lucid also helps this insurance company ensure that it meets disaster recovery compliance. Teams can easily reference up-to-date visuals of their application structure, which is essential for validating that systems are correctly configured, even if unforeseen issues arise. The ability to reference systems visually has significantly reduced the time and effort required for compliance review activities, enabling the company’s teams to work more effectively.

The impact:

The company saved over $1.4 million a year on travel expenses by switching from in-person to hybrid planning sessions.
Scrum teams witnessed a 200% increase in participation during virtual/hybrid Agile events.
An estimated $300,000 in software spend was saved by consolidating the company’s tech stack with Lucid.
One architecture team alone saved an estimated 200 hours per year on disaster recovery compliance certifications.

Why Lucid is the most intelligent solution

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Power tool manufacturer: Making Lucid their central repository while reducing meeting times

At this manufacturer, Agile teams see a 50% reduction in meeting time by making Lucid their single source of truth for Agile planning sessions.

Infrastructure teams, design engineers, and cloud architects at this company all use Lucid to visualize their workflow and facilitate events such as team planning, daily standup meetings, and large-scale planning sessions. The visual nature of Lucid’s platform ensures that groups quickly define context during their meetings and have more time to execute projects. One team member commented that the “accuracy and preservation is better” in Lucid than in previous whiteboarding solutions that the company has used in the past.

Engineers at this power tool manufacturer have made Lucid their central repository for all of their research, designs, data, and decisions. Lucid makes it easy for engineers to consolidate their tech stack and keep their notes, test reports, recordings, and presentations all in one place. By having all project resources and information in one central hub, engineering teams can easily capture insights for future product development.

The impact:

The infrastructure team saved 360 hours of meetings each quarter by switching to virtual team planning.
Agile teams witnessed a 50% reduction in meeting time for Agile ceremonies.
Electrical engineers saw a 30% reduction in building time on block and schema diagrams.
Collaborative participation increased by 50% during large-scale planning sessions.

How to build a single source of truth

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Leading financial services company: Estimating and optimizing work with Lucid’s professional services team

Lucid’s professional services team stepped in to help a leading financial services company improve their capacity planning, estimating current and future work while also optimizing resource opportunities. The professional services team built a customized capacity planner in Lucid to provide visibility into how work at the company would be affected by the reallocation of resources, empowering the company to make more informed decisions.

The company’s senior project manager used the capacity planner to increase visibility for executives into existing work, future work, and resources needed to complete it all. By leveraging some of Lucid’s most intelligent features—such as Lucid Cards, dynamic shapes, and formulas—the customized capacity planner provided the ability to move intelligent shapes and Cards across columns, showing leaders the impact of reallocating resources in real time. The senior project manager was able to prove they would be 500% over capacity.

“I can show leadership an Excel spreadsheet all day, and it’s not helping. We need to show them visually. This Lucid visual did exactly what I needed it to do!”

—Senior project manager at the financial services company

To ensure that all project managers and individuals in other roles understood how to use the capacity planner, Lucid’s professional services team created a customized training session, which was recorded for ongoing use throughout the organization. Eventually, the customized capacity planner was used to standardize capacity planning at the request of the company’s leadership.

The impact:

The senior project manager was able to show leadership that they would be 500% over capacity, leading to additional developers being added to their team.
The company improved forecasting and capacity planning from a window of two to three months to two to three years.
The customized capacity planner was used to standardize capacity planning for the firm’s central bank at the request of leadership.

Explore Lucid’s professional services

See how Lucid’s team provides customized Agile solutions, training, and resources.

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Use Lucid to facilitate your Agile events and improve efficiency at your organization

Whether you need to virtually host Agile ceremonies in a remote work environment, are looking for a way to visualize workflows, or need a platform that includes technical capabilities, Lucid is your visual collaboration solution. Using Lucid has made all the difference for Agile teams all over the world. Try Lucid today and see for yourself how a visual collaboration solution can help you improve efficiency, alignment, and agility across your organization.

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About Lucid

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. airfocus, an AI-powered product management and roadmapping platform, extends these capabilities by helping teams prioritize work, define product strategy, and align execution with business goals. The most used work acceleration platform by the Fortune 500, Lucid's solutions are trusted by more than 100 million users across enterprises worldwide, including Google, GE, and NBC Universal. Lucid partners with leaders such as Google, Atlassian, and Microsoft, and has received numerous awards for its products, growth, and workplace culture.

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How 7 companies use Lucid to improve Agile processes and increase efficiency