Expium Chain

Customized Jira Configuration

In this short, customized consulting engagement we will optimize and transform your current Jira configuration to fit your unique requirements, completing what takes many organizations years to accomplish. For all Jira instances types, including Jira Core, Jira Software, and Jira Service Management.


Our work begins prior to the visit, working closely with your Jira operations/administration staff as well as a handful of key stakeholders to prepare for the engagement. We will

  • Request any needed access.
  • Gain initial understanding of your organizational goals related to Jira.
  • Request a copy of your current workflows if you have an existing Jira instance.
  • Request any materials which may exist to learn more about your operations.
  • Coordinate scheduling of stakeholder meetings.

Site visit

While we can work with any scheduling constraints, we have seen the greatest client success by bookending a multi-week online collaboration with two, 2-day onsite visits. This enables us to establish a solid relationship and understanding in-person, while also enabling us to move forward independently between visits. This allows for necessary head-down work, distracting meeting schedules and fires, while periodically realigning via online collaboration.

  • Travel to your location for a multiple on-site engagements (typically two)
  • Meet with stakeholders, either in groups or individually, according to availability. Depending on the complexity and staff availability, typically meeting with 5 to 12 stakeholders is ideal.
  • Using best practices, design custom issue types, custom fields, workflows, advanced transitions, and external products to achieve the organizational goals.
  • Collaborate with stakeholders to identify any nuances missed in the first version.
  • Assist in deploying the workflow to a test environment.

Between and after the visits, we work through and wrap up the design effort and support your transition:

  • Phone or online meetings with any stakeholders unable to coordinate during the site visit.
  • Complete any aspects of the design left open at the end of the visit, and make any necessary adjustments that have come up in the interim.
  • Further support your staff with any questions about how to deploy to a Jira test environment or how to migrate a Jira production environment.


The concrete deliverables include:

  • Documents as necessary describing the detailed configuration needs for the specific Jira instance, and the detailed configuration of the Jira platform setup as delivered, and user manuals.
  • Jira platform (preferably in a test environment) implemented as described.
  • Onsite training.
  • “Quick start” user guide.


We focus on several aspects of quality as we implement best practices in your environment:

  • Maintaining infrastructure performance.
  • Avoiding unnecessary complication.
  • Separating out different types of work into custom issue types.
  • Maintaining an audit trail of activity associated with a particular piece of work.
  • Adjusting roles, permissions, notifications, and security schemes.

Please note that the finished quality of the final product is heavily driven by the engagement and information gathered from the stakeholders.


We offer this "standard" Jira engagement at a fixed price, including travel, for customers in the continental US. Contact us to discuss this service or other options.