How Datasite transformed its system of work with Strategy Collection

The learnings in this blog post are based on the session, “From strategy to impact with Datasite”, presented at Atlassian’s Team Europe ’25 conference. You can check out this session and others on demand.

Datasite, a global leader in SaaS-based M&A solutions, recognized that to keep pace with the demands of modern dealmaking, its internal system of work needed to be as agile and transparent as the deals it powers.

Now, if you’ve read an article in the Financial Times, Wall Street Journal, or Bloomberg, the odds are that the transaction occurred via Datasite. To maintain such a standing, efficiency, compliance, and security are pivotal to success.

When executives recognized the need for real-time monitoring of operations, they needed a system that would enable the company to operate on a continuous planning cycle, thereby maximizing flexibility.

By working with Atlassian’s Advisory Services, Datasite undertook a bold transformation centered on Atlassian’s Strategy Collection.

The road to transformation

Despite operating as a high-performing SaaS enterprise, Datasite faced many familiar challenges that even leading teams face:

• Fragmented plans and documentation: Strategic plans were scattered across slide decks, spreadsheets, and point tools, making it difficult to find a single source of truth.
• Lack of real-time visibility: Updates lagged behind reality, forcing executives to manage with outdated information and leading to a ballooning number of meetings.
• Unwieldy planning: With over 200 OKRs, aggregating and acting on strategic objectives was nearly impossible.

Executives needed a “factory floor view”—not just summaries or decks, but a live, self-serve dashboard that showed how the company was running in real-time.

Strategy Collection as the backbone

Partnering with Atlassian’s Advisory Services, Datasite reimagined its system of work around the Strategy Collection. This approach unified strategy and execution into a single, connected flow, linking goals, portfolios, prioritization, intake, discovery, delivery, and measurement.

Key elements of Datasite’s new system include:

AI-powered insights: With Rovo, Datasite’s leadership can instantly answer questions like “Which initiatives are impacting churn this quarter?” and generate live reports, eliminating the need for manual status updates.

Centralized on the Atlassian Platform: Leveraging Strategy Collection and the Atlassian Cloud Platform, Datasite created a single hub for all work.

Real-time visibility: Executives and teams alike gained a live snapshot of operations, with the ability to trace any initiative from high-level objectives down to individual tickets.

Idea-to-Impact Framework: Ideas are entered into Jira Product Discovery, prioritized, and aligned with strategic goals. Approved initiatives are converted into projects, tracked, and measured dynamically with Atlassian Analytics.

The impact: efficiency, clarity, and culture shift

Since adopting Strategy Collection, the results of Datasite’s transformation have been dramatic:

• Meeting efficiency: OKR/MBR attendance dropped from 125 to 12 people, resulting in over 4,000 fewer meetings in five months and a $500,000 productivity gain—a 10x ROI.
• Strategic clarity: 216 OKRs were rationalized down to 3 objectives and 12 key results, with every goal traceable to live work.
• Adoption velocity: Jira Product Discovery became viral internally, doubling its license count as work became easier to find and act on.
• Better decision-making: Executives now self-serve with a factory-floor view, using AI for real-time fact-checking and scenario analysis.
• Culture shift: The mantra became “the work is the report”—eliminating time wasted on summarizing work and focusing instead on building and innovating.

Lessons learned

Datasite’s journey offers valuable lessons for any organization considering a similar transformation:

1. Don’t digitize chaos: standardize goals and intake before automating
2. Centralize intake and have one language of work
3. Show the factory-floor view early to streamline executive buy-in
4. Design for self-serve: if leaders can’t self-serve, they’ll invent parallel processes
5. Start with lighthouse teams to prove value quickly, then scale

A blueprint for modern work

Datasite’s experience demonstrates that with the right vision and tools, even the most complex organizations can break down silos, drive strategic clarity, and achieve measurable impact. By embracing a unified system of work powered by Strategy Collection, Datasite moved from fragmented planning and delayed decisions to real-time visibility, empowered teams, and accelerated outcomes.

Ready to revolutionize your own system of work? Start your journey with Strategy Collection and unlock your organization’s full potential.