How Mobio Aligned the Business World and Technical World with SAFe

“Adopting SAFe has been an incredible and proud journey for us. The collective commitment and determination from leadership to Agile teams enabled us to overcome periods of uncertainty and challenges, leading to our first significant achievements. By bridging the gap between the business and technical worlds and fostering alignment across the entire organization, SAFe has proven to be an indispensable framework… for sustainable growth and long-term success.”

— Trang Duong, COO of Mobio


Overview

Mobio offers an all-in-one Customer Relationship Management (CRM) and Customer Data Platform (CDP) that serves more than 50 organizations worldwide. They pride themselves on being more than just a technology provider. They are a strategic partner assisting in digital transformations. Mobio’s goal is to empower marketing, sales, and service teams to work in harmony and build deeper customer relationships–all from a single, unified platform. Read on to learn more about how Mobio was able to align business and technical teams with the Scaled Agile Framework.

The Challenge: Finding Alignment Between Business and Technical

The greatest challenge Mobio faced before transitioning to SAFe was the lack of alignment between the business world and the technical world. Business objectives and customer pain points could not effectively reach the product development teams due to a missing feedback loop, which resulted in outputs lacking empathy and difficulties for users in adoption.

At the same time, as our product grew into a more comprehensive solution, the fragmentation among Agile teams and between different solution components became increasingly evident, making integration and scale-up efforts highly challenging.

Previously, Mobio had applied Scrum, which was suitable in the early stage when the product scale was small and focused on a single product line. However, as Mobio expanded into three parallel product lines with strong interdependencies, Scrum began to show its limitations. Overlaps in collaboration created difficulties in maintaining alignment, transparency, and ensuring both speed and quality — critical factors for the company’s long-term goals.

These challenges ultimately drove Mobio to adopt SAFe — a framework designed to scale, orchestrate cross-team and multi-product collaboration, while preserving agility. With SAFe, Mobio has been able to establish a synchronized and sustainable development process, bringing our solutions closer to customers.

Why use SAFe?

When facing these challenges, Mobio’s leadership team proactively sought solutions and explored several methodologies and frameworks, including Scrum of Scrums, LeSS, and Scaled Agile. After carefully comparing the strengths and weaknesses of each, Mobio chose SAFe for these key reasons:

  1. First, when mapping against their biggest pain point, Mobio recognized that SAFe’s mindset, core values, and principles are oriented toward outcomes rather than outputs. This ensures top-down strategic alignment, connecting the objectives of the entire organization with each Agile team’s objectives.
  2. Second, SAFe strongly supports customer-centricity and the economic view at every level and role across the enterprise.
  3. Third, while the framework is inherently complex, this very characteristic brings clarity in roles and responsibilities, along with detailed guidance on how the system should operate. This makes communication, training, and implementation significantly more effective.
  4. Above all, SAFe is designed for building complex solutions with a product-development mindset, rather than just creating simple tools within a project-based approach. “This is precisely what we were looking for, and so far, it has proven to be the right decision,” says Duong.

Results and Business Outcomes with SAFe

Since implementing SAFe, Mobio has observed significant improvements across process, Agile teams, and business outcomes:

How SAFe led to process improvements and helped teams align:

Thanks to PI Planning, IT Planning, and regular sync sessions, transparency and collaboration among Agile teams have been markedly enhanced.

Backlogs, progress, and risks are now better managed, with survey results averaging 4/5.

Although PI Objective completion rates fluctuated in some periods, the overall trend has improved due to better dependency identification and stronger delivery discipline. Average completion rates increased from 60% to 82%.

Predictability rose from 65% to 85%, making product planning and releases more accurate.

Mobio’s first PI Planning
Mobio’s second PI Planning

Agile team performance:

  • Teams are more seamlessly connected through Agile Release Trains (ARTs) and PI Objectives.
  • Survey results show that most members feel their daily work directly contributes to the company’s overall goals.
  • Team responsibility and cohesion improved significantly, with average scores rising from 3.4/5 before SAFe to 4.1/5.
  • Blocker resolution time was reduced from 2 days to 0.5–1 day.
  • Team satisfaction increased by 15–20% after 4 PIs, reflecting higher ownership and stronger team engagement.

Achieving business and customer outcomes with SAFe:

  • Release cycles are now consistently maintained every two weeks, delivering value to customers faster.
  • Bug counts decreased by over 30% after 4 PIs, demonstrating continuous product quality improvements.
  • The ratio of post-release bugs to total development bugs dropped from 8% to 3%, making the product more stable and reducing customer issues after releases.
  • The percentage of features delivering measurable business value rose from 75% to 90%, showing clear improvement in prioritization and feature selection.

Beyond Business: How SAFe Improved Company Culture

“Beyond the business benefits, what impressed us most about adopting SAFe were the positive impacts on people and culture at Mobio. SAFe’s mindset naturally aligns with and reinforces the core values Mobio embraces even before adopting SAFe: Ownership, Respect, and Growth-Oriented.” -– Trang Duong,  COO of Mobio

Through SAFe practices that connect daily work with ultimate outcomes, every team member now experiences greater clarity, meaning, and ownership in their roles, Mobio reports. The company culture has become more open and transparent, as SAFe events encourage participation, facilitation, and the sharing of fresh ideas and perspectives. This has fostered stronger collaboration, mutual support, and alignment toward common goals.

At the same time, a culture of continuous learning and improvement has taken root, enabling the organization to become more proactive, cohesive, and mature with each Sprint and PI. Most importantly, individuals feel their voices are heard, team cohesion has grown, and satisfaction with the work environment has improved significantly — with survey scores rising from an average of 4/5 to 5/5.

In summary, SAFe has helped Mobio become more transparent, aligned, and adaptive in delivering value to customers. This has built a strong foundation for scaling Agile further and achieving even greater business results in the future.

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Suggested Case Study: Royal Philips

São Paulo State Department of Treasury

“The most significant gain, in my view, is intangible: Today, the relationship between IT and business is peaceful and collaborative. People work with much more ease and face fewer conflicts.”

Roberto Lopes de Carvalho, Secretaria da Fazenda do Estado de São Paulo

Industry:

Government

Quick Facts:

  • São Paulo State Department of Treasury (SEFAZ-SP) has approximately 8,000 employees.
  • The department manages $230 billion in taxpayer revenue.
  • Its structure includes 18 regional tax units, dozens of tax posts, as well as administrative and service units covering all 645 municipalities in the state.
  • With SAFe Essential chosen as the starting point and with the help of Adaptworks as a trusted partner, the first ARTs (Agile Release Trains) were launched in July 2019.
  • SAFe allowed the department to leverage cutting-edge technologies in electronic systems and digital services.

Outcomes & Lessons Learned:

  • Between 2019 and 2021, the department saw a 296% increase in the number of features delivered or in progress.
  • Teams saw a 12% reduction in the number of incidents to manage.
  • The department reported a 42% increase in infrastructure project delivery rates.
  • They adopted a clearer definition of responsibilities between business and IT.
  • Stakeholders reported stronger alignment between development, security, and infrastructure through DevOps.

Overview

With the challenge of managing 230 billion in revenue collection from taxpayers in the State of São Paulo, SEFAZ-SP followed a path with the help of SAFe to establish new milestones in the public management of its services. 

This journey led to results such as increased efficiency, continuous value delivery, and greater collaboration between the areas involved in the deliveries.

About SEFAZ-SP

The Secretaria da Fazenda do Estado de São Paulo, responsible for the highest ICMS revenue collection among Brazilian states, is headquartered in the capital and operates throughout the state of São Paulo. Its structure includes 18 regional tax units, dozens of tax posts, as well as administrative and service units covering all 645 municipalities in the state.

With a workforce of approximately 8,000 employees, the institution combines the most modern concepts and practices of public management with the continuous improvement of high-quality services for citizens, both in-person and remotely. It leverages cutting-edge technologies in electronic systems and digital services. 

Problem Statement

After an evaluation process that took place in 2017, SEFAZ- SP encountered a scenario typical of organizations that are in the early stages of an Agile transformation.

As a response to the situation it was facing, SEFAZ-SP adopted Scrum as a work process for its teams. The results and benefits of this adoption quickly became evident through increased delivery speed and improved alignment between Product Owners and business areas. 

According to Margarita Gómez, Executive Director of the PeopleGov Lab at the Blavatnik School of Government, University of Oxford, one of the main challenges of public service in Brazil is aiming for a government that is agile, flexible, and innovative.

And it was precisely in this direction that SEFAZ-SP initially guided its transformation strategy, under the leadership of Roberto Lopes de Carvalho, Deputy Director of the Information Technology Department, responsible for the entire organization, structure, and service delivery related to technology products and services.

“We were facing a problem with incremental and waterfall management models, using PMI techniques for tracking. Essentially, there was a constant state of conflict and contract renegotiation between technology and business areas, which we decided to address by adopting Scrum for team management. We started with a few teams and quickly expanded as the initial experience was excellent,” says Roberto Lopes de Carvalho, Secretaria da Fazenda do Estado de São Paulo

An important step had been taken, but there was still something SEFAZ-SP needed to address to further accelerate its transformation: Scaling all its Agile initiatives across the institution without compromising the quality, efficiency, and value generation that had been individually achieved by the teams up to that point.

The Challenge

Over time, it became clear that although teams were delivering individual results, they still needed better alignment with operations and the institution’s service area. The challenging scenario involved a large number of applications requiring integrations with both internal and external services. Even though development had become faster, it still lacked synchronization and cadence across the various teams.

“For a while, we experienced the phenomenon of a fast car without a rearview mirror. It was common for a team to be developing an application, complete one stage, and then realize that the next stage—handled by another team, sometimes requiring a different integration—was not yet ready,” adds Carvalho.

The lack of synchronization and alignment, along with the loss of knowledge at the end of projects due to the reallocation of professionals, raised a red flag for Roberto.

The Path Forward

In 2019, after an evaluation led by Roberto and supported by market references and data, SEFAZ-SP decided that SAFe could meet their needs.

The process began with a consultation with Scaled Agile, where SEFAZ-SP sought a certified and reliable partner capable of offering the full portfolio of SAFe training, along with the consulting support they needed.

Adaptworks was recommended as the pioneer in bringing SAFe to Brazil in 2014 and for establishing itself as the leading SAFe company in Latin America, recognized for its consulting support to various organizations and for having trained over 5,800 professionals in SAFe.

With SAFe Essential chosen as the starting point, the first ARTs (Agile Release Trains) were launched in July 2019. As the process gained momentum, representatives from all technology areas, agile teams, and key stakeholders from business areas were integrated into the ARTs, assuming roles such as Business Owners, Product Managers, and Product Owners.

One of the initial challenges was skepticism and resistance to the ongoing changes, as well as uncertainty among professionals regarding their roles and responsibilities within the new framework.

This natural adaptation process was mitigated through SAFe alignment ceremonies and coordination meetings with all stakeholders.

“We found a work framework with well-defined roles, which greatly helped in identifying the right people for each role and clarifying their responsibilities. Once we overcame this initial challenge, we had to launch the ARTs and form the teams — each sometimes at different levels of maturity and with varying experiences in agility. However, we always respected these differences and embraced the methods or solutions that each ART discovered for itself,” highlights Carvalho.

Over the course of several months, Adaptworks contributed to the learning journey of Business Owners, RTEs, Product Managers, and agile team members by delivering 100% of the SAFe training offered by Scaled Agile.

Adaptworks also provided support for launching the ARTs, which played a key role in enabling SEFAZ-SP to maintain and offer its 72 digital services to the citizens of São Paulo.

Results

The result of the partnership between SEFAZ-SP and Adaptworks is reflected in the absolute numbers achieved between 2019 and 2021:

In addition to the gains mentioned above, other notable improvements have emerged from SEFAZ-SP’s adoption of SAFe, generating a positive impact across the organization:

  • Clearer definition of responsibilities between business and IT
  • Stronger alignment between development, security, and infrastructure through DevOps
  • A shift in how technology-related matters are perceived, leading to greater alignment with the modernization of strategic planning, which now incorporates quarterly OKRs synchronized with Program Increment (PI) cadences.

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Suggested Case Study: Royal Philips

SAFe® Day Brazil

SAFe® Day Brazil

Junte-se a nós para o SAFe Brazil Day!

When:

May 30, 2025, 9:00 am – May 30, 2025, 6:00 pm BET

Where:

Brasília, Parque Tecnológico de Brasília

Who:

Agile Coach, Product Manager, Product Owner, Program or Project Manager, Scrum Master

Event Overview

O SAFe® Day Brazil realizado pela Adaptworks é um encontro imperdível na agenda de executivos, líderes e especialistas da comunidade ágil brasileira em busca de insights sobre como escalar a agilidade no setor público, aprender e debater sobre impulsionar a transformação Lean-Agile com SAFe® ou desejam conhecer os casos reais de aplicação no Banco do Brasil e Petrobras.

Speakers

Stosh Misiaszek

Senior Director of Federal Business Development, (Scaled Agile)

SAFe for Government Konferenz @Deloitte

SAFe for Government Konferenz @Deloitte

Join us in Düsseldorf to discuss SAFe for Government.

When:

May 6, 2025, 9:00 am – May 6, 2025, 5:00 pm ECT

Where:

Deloitte Düsseldorf, Erna-Scheffler-Straße 2, 40476 Düsseldorf, Germany

Who:

Agile Coach, Product Manager, Product Owner, Program or Project Manager, Scrum Master

Event Overview

Together with our partner Deloitte, we are bringing together leading minds from administration and Agile transformation to discuss solutions for the future.

Speakers

Felix Dinnessen

Partner | Government & Public Services, (Deliotte)


Dr. Thomas Karl

Director | Technology Strategy & Transformation – Industry Lead GPS, (Deliotte)

AI is Changing SAFe—Are You Ready?

AI is Changing SAFe—Are You Ready?

AI is no longer a future concept—it’s actively reshaping how organizations prioritize, deliver, and scale. It’s transforming Agile execution across every framework.

When:

April 23, 2025, 12:00 pm – April 23, 2025, 1:00 pm EST

Where:

Remote – Zoom

Who:

Agile Coach, Product Manager, Product Owner, Release Train Engineer

Event Overview

👉 If you’re using SAFe, Scrum, LeSS, Spotify, or your own flavor of Agilethis webinar is for you.

👉The question isn’t if AI will impact your framework…

It’s how fast you adapt.

🎙 Hear from leading voices in the Agile + AI space:

Dr. Steve Mayner, VP Framework, SAFe Fellow & Methodologist, and expert practitioners Doug Less & Karen Siers

 💡What you’ll walk away with:

-Real-world insights into the current AI business landscape (Spoiler: You’re not too late)

-Why AI success starts with agility—and how DevOps & Design Thinking accelerate it

-Brand-new data from the State of SAFe Global Survey and the Sorrento Summit

-What Agile principles endure—and what must evolve

-Why every organization is becoming an AI company—starting NOW 

💥 Whether you’re scaling Agile, shaping strategy, or driving change, this is the future-focused conversation you don’t want to miss. 

Secure your spot & Register now!

Speakers

Dr. Steve Mayner

VP Framework, SAFe Fellow & Methodologist | Scaled Agile, Inc.

Doug Less

SPCT & Transformation Coach | ICON Agility Services

Karen Siers

Executive Transformation Coach & AI Change Agent

Implementing SAFe (SPC) – Onsite

Implementing SAFe (SPC) – Onsite

Join Odile Moreau (Scaled Agile) and Raul Barth (Gladwell Academy) for an in-person Implementing SAFe® Training from February 4 to 7.

When:

February 4, 2025, 8:30 am – February 7, 2025, 5:30 pm ECT

Where:

Barbara Strozzilaan 201, 1083 HN Amsterdam, The Netherlands

Who:

SAFe Program Consultant

Event Overview

Join Odile Moreau (Scaled Agile) and Raul Barth (Gladwell Academy) for an in-person Implementing SAFe® Training from February 4 to 7. Combine the enchanting atmosphere of Amsterdam with a unique opportunity to elevate your career and become a certified SAFe® Program Consultant.

Speakers

Odile Moreau

EMEA Strategic Advisor & SPCT (Scaled Agile)

Raul Barth

Raul Barth (Gladwell Academy)

Four Career Moves to Make at the Start of 2025

Four Career Moves to Make at the Start of 2025

Ready to propel your career forward in 2025? Let’s get started!

When:

January 22, 2025, 10:00 am – January 22, 2025, 11:00 am MST

Where:

Online (Zoom)

Who:

Certified SPCs, Product Manager, Program or Project Manager, Scrum Master

Event Overview

Take Your Career to the Next Level in 2025!

Join our expert-led webinar on January 22nd at 10:00 AM MST to discover the top four strategies for achieving career success and accelerating your growth.

Speakers

Michelle Jimenez

Product Manager (Scaled Agile)

Dr. Wiselin Mathuram Ph.D. SAFe SPCT

Chief Transformation Officer, (IBC)


Luke Hohmann

Co-Founder, (Applied Frameworks)


Karen Lewison

Senior Events Manager (Scaled Agile)

Agile Meetup @ Fast Lane München

Agile Meetup @ Fast Lane München

When:

December 16, 2024, 5:30 pm – December 16, 2024, 8:00 pm ECT

Where:

Fast Lane Institute for Knowledge Transfer GmbH, Parkring 22, 85748 Garching, Germany

Who:

Agile Coach, LPM

Event Overview

Attend this Agile Meetup in Munich (Garching) to engage with SAFe® specialists and Business Agility Coaches. Dive into discussions on agile working, SAFe in practice, and Lean Portfolio Management.

Speakers

Michael Stump

Business Agility Accelerator, SAFe Fellow & Scaled Agile Practice Consultant Trainer (SPCT) – JLS

Fabiola Eyholzer

CEO & Co-Founder & SAFe Practice Consultant (SPC) – JLS

Samia El Kertoubi,

Learning & Growth Advisor, SAFe Practice Consultant (SPC) – JLS

Tobias Alexander Schönhaar

Digital Transformation Director EMEA & SAFe Practice Consultant (SPC) – Fast Lane

Community Welcome Webinar

Community Welcome Webinar

Join us for our next Community Welcome Webinar, exclusively for new members. We’ll review what you need to know in order to succeed as a newly certified SAFe professional.

When:

December 4, 2024, 10:00 am – December 4, 2024, 11:00 am MST

Where:

Remote – Zoom

Who:

Applies to all (Except SPCs)

Event Overview

As a SAFe® Studio member, you have many tools and resources at hand to achieve success with SAFe.

In this session, we’ll cover:

  • SAFe Studio Tour
  • Tools and resources overview
  • Opportunities to connect with the SAFe Community

Who Should Attend? This webinar is ideal for all SAFe Studio Members who want to learn more about community engagement.

Speakers

Mike Alber

Director of Community Engagement

The Power of 1%

The Power of 1%: How Small Improvements Drive Big Business Outcomes Webinar

Join us for this insightful webinar to explore the power of a 1% improvement and how these incremental gains can significantly enhance your business performance over time.

When:

October 22, 2024, 11:00 am – October 22, 2024, 11:30 am MST

Where:

Remote – Zoom

Who:

Business Analyst, Director, Product Owner

Event Overview

Whether you’re looking to increase efficiency, improve customer satisfaction, or boost revenue, small changes can compound into major shifts in outcomes.

In this session, we’ll cover:

  • How the principle of marginal gains can be applied to business – Real-life examples of businesses that saw significant results with small changes
  • Strategies to identify and implement 1% improvements in key areas
  • Tools and techniques for measuring and tracking these improvements Discover how focusing on just a 1% improvement today can transform your business tomorrow!

Who Should Attend?: This webinar is ideal for business leaders, managers, and anyone responsible for driving growth and efficiency within their organization.

Speakers

Jim Fowler

Strategic Advisor