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The purpose of this plan is to consolidate varied information sources into a singular collaborative system, facilitating transparency and progress tracking for startups. The outlined steps aim to transform a startup from an initial concept to a structured tech enterprise:
Identify requirements from startup partners.
Deploy Jira/Confluence Cloud for integrated tech and business process oversight.
Establish a BI system for centralized dashboards and reports, drawing from one consistent data source.
Design the system for scalability, accommodating future expansions and diverse use cases as the company evolves.
1. Bringing All 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.
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2. Identify Requirements for Jira Projects
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 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 Jira Work Management Projects - 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 capabilitieshttps://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. Some resources on that are here. |
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Define workflow statuses, transition rights and conditions, validators and transition screens for each issue type. |
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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 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
Creating a shared board reflecting dependencies across teams and alignment of all stakeholders' work to ensure hitting the Startup milestones.
Testing → feedback → refinement.
4. Define Confluence Setup Requirements
The following Confluence use cases might be relevant for the Startup at this early stage:
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* More ideas on how to get most value of your Confluence are here
5. Define Metrics and KPIs for EazyBI Dashboards and Reports
Based on the Startup’s requirements, custom dashboard can be configured to display key startup metrics and shared with potential investors (incl. non Jira users).
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Browse sample dashboards to get an idea of what can be achieved - https://portfoliohome.refined.site/space/DD
6. Documentation and Trainings
Scope and formats TBD.
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Optional Apps
https://www.refined.com/ For enhanced interface customization. Optimal for Intranet and knowledge management.
https://marketplace.atlassian.com/apps/27447/table-filter-and-charts-for-confluence?hosting=cloud&tab=overview 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.