| Info |
|---|
This is a high-level plan of action on establishing a complete work environment from scratch on Atlassian ecosystem of tools. |
1. Bringing everything into one place
...
| Info |
|---|
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 Whiteboards app 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.
| Iframe |
|---|
2. Defining Jira Parameters
Client and Consultant work together with the Whiteboard
Time for collaborative work - 1 to 4 hours, depending on complexity
...
|
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
| Expand | ||
|---|---|---|
| ||
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. Software project 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 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 |
| Expand | ||
|---|---|---|
| ||
Define workflow statuses, transition rights and conditions, validators and transition screens for each issue type. |
...
| Expand | ||
|---|---|---|
| ||
If expense tracking is required, the necessary accounting-related information will be detailed, including the breakdown of expenses into CAPEX/OPEX categories, assignment to cost centers, and delineation of approval requirements. https://youtu.be/jA0WikSnlg0 |
| Expand | ||
|---|---|---|
| ||
Should time tracking be a requirement, the relevant fields will be set up, as well as parameters for time expense allocation (cost centers, hourly rates, etc,) https://youtu.be/0B7bAyAqQ-Q |
| Expand | ||
|---|---|---|
| ||
Clearly defined user roles and responsibilities will determine who should have the ability to create, edit, or delete issues. Specific notification rules will be outlined to ensure that the right stakeholders are promptly informed about relevant events. |
3. Setting up Jira Instance according to the defined parameters
Set up by Consultant → Reviewed by Client → Feedback from Client → updates by Consultant.
Setup time may take from 2 hours (with out-of-box templates) to 24 hours (significant customization)
4. Transferring Work from Whiteboard to Projects Issues
Client does the transfer. Consultant supports and checks that the final result looks as expected.
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
| Expand | ||
|---|---|---|
| ||
| https://youtu.be/kKgHtRdcHlg |
| Expand | ||
|---|---|---|
| ||
| https://youtu.be/7Y3-bWw0jrQ?t=1034 |
Creating a shared board reflecting dependencies across teams and alignment of all stakeholders' work to ensure hitting the Startup milestones.
Testing → feedback → refinement.
...
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 Consultant.