Crédit Agricole – From a complex, app-heavy Server setup to a lean, governed Jira Cloud — with Xray, EazyBI and Jira Align integrated for scale.

Case Study — Crédit Agricole: Jira Server → Cloud Migration & Governance | Atlassway
Financial Services

Crédit Agricole — Jira Server → Cloud Migration & Governance

From a complex, app-heavy Server setup to a lean, governed Jira Cloud — with Xray, EazyBI, and Jira Align integrated for scale.

Overview

Crédit Agricole’s technology teams engaged Atlassway to migrate their Jira Server to Jira Cloud for the CATS entity . The mission: deliver a risk-free migration, rationalize legacy apps, and reconnect Jira Align for portfolio visibility — all while reducing cost and improving maintainability.

Entity: CATS (Crédit Agricole) Entity: Sofinco (Crédit Agricole)

Challenges

  • Legacy Server instance with numerous outdated plugins and redundant customizations
  • Rising licensing/maintenance costs and fragmented governance
  • Zero-downtime requirement and strict data integrity in a regulated environment
  • Cloud integration required for Xray (testing), EazyBI (reporting), and Jira Align

Approach

  1. Audit & Health Check — assessed data model, workflows, app usage, dependencies
  2. Co-planning with Atlassian — coordinated with the Atlassian Cloud Migration team to de-risk steps
  3. App Rationalization — replaced legacy plugins with native Cloud capabilities (Automation, validators, field properties, filter subscriptions)
  4. Migration Execution — executed phased move with validation and fallbacks
  5. Post-Migration Checks — data integrity, performance, permissions, notifications
  6. Jira Align Reconnection — restored synchronization for portfolio-level planning
  7. Governance & Enablement — standards, roles, documentation; trained admins (Aram, Aline)

Key Metrics

0

Users in scope (Sofinco)

0

Projects standardized (Sofinco)

0

Core platforms integrated (Xray, EazyBI, Align)

Results

On time

Zero-disruption migration

Lower TCO

Reduced plugin spend

Governed

Standard workflows & roles

Client Reviews

“Atlassway combined deep technical skill with a true understanding of our governance needs. Their structured approach and clear communication made the migration seamless , and the restored Jira Align visibility now drives real decision-making at portfolio level.”
— Aram Kalanyan, Project Manager CATS · Crédit Agricole
”Atlassway turned a complex migration into a clean, governed Cloud setup. Clear planning, no surprises, and thorough documentation
— Bérénice Lepercque-Planchon, Program Lead Sofinco · Crédit Agricole

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Introduction

      Jira link governance is becoming essential as teams scale, because Jira issue links (Work item Links) play a critical role in visualising relationships between work items such as dependencies, blockers, and related tasks. However, as Jira instances grow and teams multiply, the lack of structured control over Jira link types often leads to inconsistent usage and unreliable dependency tracking.

Different projects begin interpreting Jira link types differently. Some rely heavily on generic relationships like “relates to”, while others create custom link types without clear governance. Over time, this results in confusion, poor reporting accuracy, and technical debt that becomes harder and harder to clean up.

Controlling Jira link types per project is no longer just a best practice, it is a necessity for scalable project governance.

What Are Jira Link Types?

   Jira provides several native link types such as:

  • Blocks / Is blocked by

  • Relates to

  • Duplicates / Is duplicated by

  • Clones / Is cloned by

  • Implements / Is implemented by

  • Created / Created by

These Jira issue links are global, meaning they can be used across every project in your Jira instance, whether they make sense for the project or not. 

Common Real-World Misuse of Jira Link Types

Some examples you have likely seen: 

  • “Is blocked by”  should ideally mean that work cannot start until another work item is resolved. However, in many projects it is incorrectly used to indicate soft dependencies or simple sequencing, even when work could proceed in parallel.

  • Relates to is one of the most misused link types. Teams frequently apply it as a generic relationship for everything: similar topics, vague dependencies, or even loosely connected tasks. Over time, this turns “relates to” into a meaningless label with no operational value.

  • Duplicates is supposed to indicate that two work items represent the same problem, but is sometimes used to link similar requests instead of true duplicates, leading to confusion in reporting and prioritisation.

  • Implements is intended to link a work item to the requirement or specification it delivers. However, in many Jira projects it is incorrectly used to link bugs to features for example, linking a defect as “implements” a user story simply because they are related. This misuse makes it harder to understand what functionality was actually implemented versus what was simply fixed.

In mature Jira environments, these inconsistencies create serious problems:

  • Critical blockers are overlooked

  • Dependencies lose operational meaning

  • Reporting becomes unreliable

  • Automation rules trigger incorrectly

This is why structured governance and clear control over Jira link types per project becomes essential as teams scale.

Why Controlling Jira Link Types Per Project Matters

Implementing structured Jira link management enables organisations to:

  • Enforce consistent relationship definitions

  • Prevent incorrect or irrelevant Jira issue links

  • Maintain clear dependency structures

  • Improve cross-project reporting reliability

  • Strengthen Jira project governance

  • Reduce long-term clean up and maintenance efforts

This level of control transforms Jira links from a passive visual feature into an actively governed project management asset.

A Structured and Scalable Approach to Jira Link Management

A robust approach to Jira link governance should include the ability to maintain consistent, meaningful, and controlled relationships across all work items. Advanced Link Manager for Jira brings this structure into practice by enabling teams to : 

  • Define allowed Jira link types per project (e.g., hide “Relates to” in projects where it causes noise).

  • Restrict which work item types can be linked (e.g., “Is Blocked By” accepts Bugs only).

  • Highlight historical unauthorized or incorrect links and fix them in just a few clicks.

  • Maintain structured, readable link displays by sorting and customizing the order of issue links and link types.
  • Add key columns like Due Date, and edit them inline for faster triage.

 
advanced-link-manager-smart-link-rules
Smart link validation enforcing project rules: “Is Blocked By” accepts Bugs only, ensuring clean and controlled dependencies.
 
  • Check dependencies health using the Matrix view to see what’s progressing, what’s blocked and where attention is needed.

jira-matrix-view-dependencies
Advanced Link Manager for Jira Matrix View showing dependency health and blocked relationships at a glance.
  • Visualise and manage dependencies with the graph view quickly identifying blockers, risk chains, and incorrect relationships.
jira-graph-view-dependencies
Advanced Link Manager for Jira Graph View visualising dependency flows and relationships for clearer decision-making.

This structured governance model ensures that Jira issue relationships remain aligned with real workflow logic as projects scale.

By standardising link behaviour across projects, teams finally trust dependencies again, which directly improves planning, reporting, and delivery.

For a deeper technical walkthrough of how these controls are configured and applied, you can explore the Advanced Link Manager solution and implementation guide.

 

Final Thoughts

Jira issue links are essential for understanding relationships between work items, but without structured governance they quickly become unreliable. Controlling Jira link types per project allows organisations to regain structure, clarity, improve reporting accuracy, and maintain scalable Jira environments.

For teams managing large or complex Jira instances, exploring advanced Jira link management solutions such as Advanced Link Manager for Jira can provide the level of governance required for long-term scalability and clarity.

Further Reading & Documentation

 

FAQ

1. Why do Jira link types become inconsistent across teams?

Because link types in Jira Cloud are global and not enforced. Each team develops its own habits over time, leading to inconsistent usage, mixed interpretations, and unreliable dependency data.

2. Can Jira restrict link types per project?

No. Native Jira does not support project-level link type restrictions. All link types are available in every project by default, which is why governance tools are required.

3. Why are Jira issue links difficult to control?

Jira does not provide validation rules or enforcement mechanisms. Teams can link any issue type using any link type, making it easy for incorrect or irrelevant relationships to accumulate.

4. How can I manage Jira link types at scale?

At scale, link management requires structured governance, validation rules, and visibility tools to monitor link consistency across projects. This is where solutions like Advanced Link Manager provide real value.

5. Will Advanced Link Manager detect incorrect links created before installation?

Yes. The app automatically highlights historical unauthorized or incorrect links created before installation, allowing teams to spot legacy issues immediately.

6. Do I need to manually clean existing links before using the app?

No. You can install the app and begin identifying link problems right away. Cleanup can be performed gradually, with clear warnings helping teams correct issues when needed.

7. What happens if a user creates a link that violates project rules?

The link is flagged with a clear warning. Users can fix it in a few clicks by changing the link type, selecting a valid work item, or removing the incorrect relationship.

8. Can I bulk-fix old or incorrect Jira links with Advanced Link Manager?

Yes. The app allows bulk operations to replace, correct, or remove outdated or inconsistent link types  making it efficient to clean years of accumulated link issues.

9. How can I identify incorrect or unauthorised Jira links?

In native Jira, incorrect links are difficult to detect at scale. Advanced governance tools can automatically highlight invalid or unauthorised links, including historical ones, making clean-up and validation more efficient.

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