H&R Block

Executive Summary:

The Information Systems department at H&R Block had been following the traditional “waterfall” methodology for over 10 years. In 2011, H&R Block decided that the lightweight processes of the Agile/Scrum methodology met their needs for improved efficiency and effectiveness. That’s when they partnered with The Braintrust Consulting Group.

The Braintrust Consulting Group started evaluating the staff capabilities, and built the overall implementation strategy for Agile/Scrum. For H&R Block, we executed a form of coaching called Embedded Coaching. Our expert coach was on-site with the H&R Block team to work with them daily; participating in sprint planning, sitting in on daily meetings, and guiding the team while mentoring the ScrumMaster (SM) and the Product Owner (PO).

The outcomes of our Agile implementation project with H&R Block were both quantitative and qualitative.

Key Takeaways:

  • Better employee engagement
  • Higher employee moral
  • Higher development success ratios
  • Greater ROI on products
  • Increased customer satisfaction and time-to-market delivery
  • Improved communication
  • Greater flexibility

Full Case Study:

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