Scaled Agile

Scaled Agile provides the Scaled Agile Framework® (SAFe®), a way of working that helps 20,000+ enterprises across the globe. With more than one million professionals trained in SAFe® practices and a partner network north of 500 member companies, its email program is central to how it reaches that audience. The challenge: how do you democratize email creation and deployment to reach customers in hours, not days or weeks?

Before implementing Taxi, Scaled Agile ran every email — regardless of sender or purpose — through a select few marketers. The small team quickly became overburdened with edits to copy, design, and backend HTML infrastructure, which led to lengthy, inefficient email creation and deployment timelines. Departments like sales and HR had to work with a copywriter in a Google Doc, then a designer, then go through multiple rounds of testing and executive approvals — and some teams simply went rogue, firing off their own emails to avoid the process entirely.

“There were more bottlenecks simply because fewer people had the ability to build our emails. Even though we had a templated design system back then, anyone who wanted to put together an email needed at least some HTML knowledge.”

Adam Wilbur, Director of Marketing, Scaled Agile

Over and above ease of collaboration, Scaled Agile sought an email partner to deliver the creative and process flexibility they craved. They looked at other providers, but each presented obstacles ranging from privacy concerns to limited seats per license.

In 2019, Scaled Agile got started with Taxi for Email using an email template. In 2022, as part of their rebranding efforts, they replaced it with a revamped, rebranded version from the business starter package — giving them the tools to implement a new look and feel across all their emails. With Taxi's help, the marketing teams reconfigured over 80 automated emails in just a few weeks instead of months. Technical issues have been non-existent; leadership said they've only had to reach out to Taxi support once post-implementation because the platform is "so easy to use."

“The ease of collaboration takes a lot of the guesswork out of the process.”

Lauren Clark, Partner Marketing Manager, Scaled Agile

With Taxi powering their email ecosystem, different teams at Scaled Agile have complete autonomy over what goes into internal or external messaging — without worrying about breaking anything or looping stakeholders in every time an edit is needed. With more creators collaborating in one intuitive ecosystem, improvements are drastically noticeable in three main buckets.

“A good example of this in action is our HR onboarding email series called 'Tip of the Day.' Although we have cross-functional teams and contractors working on these emails, I've never had to look at a single one. It's a safe space for users to create, edit, and review together.”

Lauren Clark, Partner Marketing Manager, Scaled Agile

With Taxi, Scaled Agile reached a state of email nirvana: marketing is unblocked and thriving now that no one's bogged down with hours of email building or review. Teams across sales, marketing, and HR now work from over 100 robust templates.

“Usually, getting an email out can take a week or more, depending on the company's process. With Taxi, I can get an email out in just a few hours.”

Eva Kopf-Ridout, Marketing Automation Manager, Scaled Agile

With over 100 robust email templates for employees across sales, marketing, and HR, Scaled Agile leadership is looking to segment practices even further with "Brands" that roll up under their master email templates — positioning the company to expand its email operations to specific regional and industry audiences and unlock more revenue potential long-term.

“Brands is an option to create sub-templates of your master template and modify certain things. When the master template gets updated, those changes touch all associated Brands.”

Eva Kopf-Ridout, Marketing Automation Manager, Scaled Agile