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
Request a copy of your current workflows if you have an existing
Request any materials which may exist to learn more about your
- Coordinate scheduling of stakeholder meetings.
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
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
- 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
Further support your staff with any questions about how to deploy to
a Jira test environment or how to migrate a Jira production
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
- 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
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.