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Step by step plan of action: elicit Startup partners' requirements → set up Jira/Conf cloud instance for tech and business processes management immediately → expand system capabilities as the Company grows, cover new use cases |
1. Bringing Startup Scope of Work on a Whiteboard
The initial phase is all about establishing the ground. It is recommended to use https://marketplace.atlassian.com/apps/1223211/whiteboards-for-jira-team-collaboration?tab=overview&hosting=cloud to bring together all available materials in a free form, e.g. upload documents/reports, embed competitor’s / partners / customers' website pages, etc.
Use stickers to represent thoughts, decisions and requirements. Align the ideation stickers on a high-level timeline, classify across swim lanes, and outline dependencies.
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2. Creating Specifications for Jira Setup
During collaborative work on Whiteboard, all pieces (sticker notes) are organized and interlinked, high level picture becomes clear → define Jira project requirements to accommodate the current workflows, while enabling future rapid growth.
Examples of what we need to understand
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Define custom issue types that can be universally applied and reused across multiple projects. Every issue type can have its designated screen with a defined set of fields. Jira Software project projects https://wmdemo.atlassian.net/jira/software/c/projects/BE/boards/36/backlog https://wmdemo.atlassian.net/jira/software/c/projects/FE/boards/35/backlog Business Projects - Jira Work Management . Samples - See outProjects - https://wmdemo.atlassian.net/jira/core/projects/DES/summaryhttps://wmdemo.atlassian.net/jira/core/projects/MAR/summary https://wmdemo.atlassian.net/jira/core/projects/LEG/summary Out of the box JWM capabilities:https://youtu.be/OIWDjCht_8QJira allows for advanced customization! Feel free to refer other work management tools' functionalities and I will suggest the options of configurations to mimic them as close as possible. For basic task tracking/ PM features: http://Monday.com , http://Asana.com , http://Wrike.com , http://Clickup.com , https://www.smartsheet.com/ For more advanced PMO/ERP/OS and BI - http://planview.com , http://planisware.com , http://netsuite.com , https://dynamics.microsoft.com/en-us/ https://www.servicenow.com http://odoo.com |
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Once requirements are articulated for Software and Business Jira Projects, I create traceability matrix document and start with system configurations → need org admin access to your Atlassian Instance
3. Transfer Work Scope from Whiteboard to Jira Projects
Once the Jira projects are configured, all stickers can be converted into issues of an appropriate type and assigned to a project. Couple videos demoing this process
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Creating a shared board reflecting dependencies across teams and alignment of all stakeholders' work to ensure hitting the Startup milestones.
Testing → feedback → refinement.
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5. Setting up Confluence
More information on Requirements is needed.
Some sources for references / ideas for organizing are here
6. Documentation and Trainings
To be discussed and formats to be defined. Samples will be provided by ConsultantScope and formats TBD.
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Optional Apps
Refined Site: For enhanced interface customization. Optimal for Intranet
Table Filter and Charts: Key for PM if Confluence is the primary tool.
http://draw.io for diagrams and charts
These apps have been chosen for their reasonable pricing or free availability for small user groups, allowing for cost-effective scaling.