The Start of Companion and Client Applications

Insights

Case Studies

The Start of Companion and Client Applications

The Start of Companion and Client Applications

Rico Trevisan

24 Apr, 2025

What began as a workaround to organize Agile assessments in a large financial institution quickly revealed a broader need: how can teams and leaders consistently track, discuss, and improve Agile practices across the organization?

As teams modified spreadsheet templates to better fit their reality, it became clear that a shared tool wasn’t just useful—it was essential. Enter Companion, a no-code platform designed to structure Agile maturity assessments while enabling deep, collaborative learning.

Download our Case Study now! Learn how Companion helped teams and leaders align on Agile maturity.

Key Challenges?

  1. Unscalable Spreadsheets - The initial assessment tool—a simple spreadsheet—quickly broke under scale. Teams altered formats, added columns, and restructured content, making data aggregation unreliable and insights inconsistent. The chaos pointed to a deeper need: structure and flexibility in one place.
  2. Standardizing Agile Language Across Teams - Crafting a shared question set that was both comprehensive and easy to understand took years of iteration. It had to work for teams at different maturity levels, be short enough to avoid fatigue, and structured enough to enable meaningful comparisons—without becoming rigid or prescriptive.
  3. Moving Beyond Passive Assessment - Even the best questions are useless if answered in isolation. Companion introduced a collaborative answering process: teams discussed each point together, aligning interpretations and surfacing shared understanding. This turned each assessment into a moment of reflection and growth.

Download the Case Study to explore how Companion grew from a simple need—"How do we know if we're doing Agile right?"—into a structured, scalable solution used across industries. Learn how it supports Agile consultants, empowers Scrum Masters, and gives leadership a real-time view of Agile maturity across teams.

Start improving your organization's performance today