Migration from Pivotal Tracker to JIRA Software
Client: State of Southern California
Background: Client had been working in Pivotal Trackerfor many years, but recently realized they needed a more flexible and scalable instrument for their development process, so they decided to migrate to JIRA.
Challenge: To migrate multiple projectswith data exported in CSV format from Pivotal Tracker to JIRA. This case had no standard solution, for JIRA and Pivotal Tracker don’t have the interface for migration to each other. We also have to keep the hierarchy and relationships of the tickets and translate it to epics, stories and subtasks in Jira.
Solution: Since there is no out-of-the-box solutions for this, we had to establish a process of exporting the data, cleaning it up and preparing it for import to Jira. Since we need to keep the hierarchy of the tickets, we would need to import the issues in 3 stages. The process was a bit complex and time consuming so we documented each step so that it would be easier to do it again on the next projects that we had to migrate.
Benefits: The migration was completed quickly with the team migrating multiple projects each day since we had a documented process on how to do this. The whole migration project took just x weeks to complete with all data verified correct and complete.
Setup of Jira Project for Procurement System
Background: Client has been using Jira for a while already and wanted to add a Procurement System in their existing Jira instance.
Solution: The client has approached us with vague details about the new project they wanted to add. We had a consultation with the client and provided some guidelines with what information is needed to be able to setup a new Jira project. After the client has completed the requirements with our assistance, we were able to setup the new project in a matter of x weeks with very minor adjustments.
Benefits: The project was setup with a complete approval system and robust workflow that will support their procurement process.
Customer review: The customer was satisfied with our work that he even referred us to another group in their company who wanted to make use of Jira in their department.
Setup of Jira Project for Executive Customer Engagement
Background: Client wanted to setup a process around Jira that will easily manage booking and scheduling of customer’s requesting for Executive engagements.
Solution: The client has provided us with some requirements and had some specifications ready for us to implement which made the setup a lot easier. The requirements provided however only covers the screens and custom fields but lacks the workflow and approval process. We setup an approval process which automatically sets the approver based on a selected option on a custom field. We also implemented auto assignment of tasks depending on the transition status.
Setup of Confluence from Scratch
Client: Union Bank
Background: Client wanted to use Confluence to manage all company documentations.
Solution: The client has no experience with using Confluence so we setup a new instance for him and created a Sample Space and provided some guide on how to navigate and create additional pages and other content for the space.
We also setup the permissions as the client requested. This was completed within just a couple of hours.
Setup of Service Desk with Knowledge Base
Background: Client has no experience with using Jira Service Desk and is not familiar with what is needed to set it up.
Solution: We had a discussion with the client with regards to the requirements needed inorder to setup a service desk project in Jira. After they have provided us with their specifications, we were able to setup a new Service Desk Project and related KB space for them. Since they are unfamiliar with how the system works we setup a training and walkthrough with the client and provided some documentations that would help the Service Desk Team and administrators in using Jira Service Desk.
Jira Admin Support of Cloud Instance
Client has solicited our services to assist with Jira administration and support
We have assisted the client in multiple Jira admin and customization tasks which includes but not limited to below:
- Creation of filters and subscriptions to send daily reminders to team members of their pending tasks that has not been updated for more than 2 days
- Setup of Agile boards for the projects
- Configure permissions for the projects
Setup and Configuration of Jira Server Service Desk
Background: Client has existing Service Desk project with broken workflows and complex setup which requires some updates and fixes.
Solution: We have to setup and configure a new service desk project for the client which includes around 20 requests types with varying complexities which includes automations, approvalsand notifications. Some request types have more than 10 statuses and requires approvals and triggers to auto create other request types or subtasks. We have also written custom groovy scripts to support the automation requirements in the workflows.
The service desk instance includes add-ons like Script Runner, Automation for Jira, JMWE and a number of other add-ons that support client specific requirements.
We also setup the portal using Refined Theme plugin which allows us to customize the portal heavily to meet client specifications.
Establish Role-based Permissions of Jira Projects
Client: PGA of America
Background: The client has a lot of software projects and their respective permission schemes were inadequately set up. Their permissions schemes was not secure and it was unclear who was should have access and permission to administer the project and its issues. Users of a specific project can view and edit issues in other projects not assigned to them. Even external users (users not employed by the company) can view some of the internal projects.
Solution: We asked for a complete list of users and their corresponding level of access/roles. It was agreed that users assigned a specific role in the project will have access to it. User groups were then created for easier user management. Afterwards, a standard permission scheme was created to be assigned to the projects.
Benefits: Only authorized users can view and edit the client's projects, thus eliminating previous concerns about security. Established Role based permissions so that Project Leads can easily add/remove users who can access the project.
Customer Review: The customer was very pleased with the outcome that they have continuously engaged us for any new updates that requires Jira Admin support.
Migrate projects from Remedy and Service Now to Jira
Background: Customer used Remedy and Service Now for their service desk and the whole employee experience was very cumbersome because they had to use and update two systems at the same time. They wanted to migrate both old systems to Jira.
Solution: The process was quite complex since we had to ensure that all info was carried over correctly to Jira. We studied the fields used in Remedy and Service now and then carefully migrated all issues of all projects. Once the migration was done, we also provided some basic Jira support to aid the client in getting used to the new system.
Benefits: The client now solely uses Jira for their service desk. Their employees won’t have to use multiple systems at the same time and can just focus on Jira.
Customer Review: The customer was pleased with the pace of the migration and couldn’t be happier with the outcome.
Set up new service desk project and audit of existing Jira instance
Background: The client wanted to set up a new service desk project. Additionally, the client wanted to have a full review/audit of their existing Jira instance because there were so many projects handled by so many people. The client’s management team needed to have a clear overview of the current state of their instance.
Solution: A new service desk was created swiftly. More time consuming was the full review of their existing instance. Their instance contains many projects, and each project was fully reviewed to find out what needed to be addressed by the client’s management team.
Benefits: The client now has a new service desk. Deficiencies and flaws in the current instance were also discovered and the client was made aware of them.
Customer Review: The client was very satisfied with the service that we provided.
Set up service desk project and enhance existing projects
Background: The client had several current projects and wanted to enhance them. They also wanted to set up a new service desk project to improve their services to their customers.
Solution: By adding automation, updating workflows, and creating new custom fields, their current projects were greatly enhanced. A new project was also created.
Benefits: Their current projects are now better streamlined and process were greatly improved. The new project was of great help to their customers.
Customer Review: The client was happy with the result.
Jira and Admin Support for Walmart
Background: The client used a data center to house their enormous company data. Among their many projects, some projects were using the services of AWS, Google Cloud, Microsoft, and Azure. Expert support was need to ensure that future company operations will go smoothly.
Solution: We provided excellent support to many of their concerns, mostly relating to Jira administration and support.
Benefits: Numerous problems were addressed before they were able to do huge damage. As the old problems were addressed, new ones emerged and they were properly addressed as well.
Customer Review: The client was very pleased with the result, considering the huge amount of effort that was put into preserving and improving the current system.
Jira and Confluence Systems Administrator
Background: The client uses multiple instances of Jira and Confluence to manage different projects in the organization. They have numerous projects and users and we have provided support to ensure that Jira is running smoothly and configured as needed.
Solution: We resolved system administration requests including, but not limited to: installing, upgrading, testing, configuring, monitoring, maintaining, supporting, and optimizing all aspects of the Jira and Confluence software. We also support all users in terms of permissions and project and space access.
Benefits: Issues of varying difficulties were addressed. As a whole, their projects became more efficient and support requests are addressed a lot faster.
Customer Review: Ongoing Project
Admin for Jira and Confluence
Client: Wells Fargo
Background: The client has been using Jira for years now and their projects have grown numerous over the years. As the number of projects grew, so did the system issues. Sometimes the service desk itself would be very slow due to the many projects.
Solution: Each system issue was looked into carefully and the appropriate solution was applied. The client’s system was also upgraded by migrating the entire system to a data center.
Benefits: Issues were resolved as per company policies. The data center upgrade also proved to be well-equipped to handle the ever-growing demands of a huge company like Wells Fargo.
Customer Review: Ongoing Project