How Aktia use Confluence and JIRA across multiple projects.
Minimizing the gap between Business and IT, best-practices and...
Agenda

1
2

• How Aktia uses Confluence

3

• Some JIRA tips and tricks

4
2

• Intro

• Wrapup
Joakim Sandström
About me

• Enterprise Architect
– Aktia Core Banking replacement project

• Release management, CI, dev(...
Aktia Bank Plc
My Employer

• Aktia offers a broad range of solutions in banking, asset
management, insurance and real est...
In the last year

Confluence and JIRA gained momentum at Aktia

• We did a large upgrade
– Confluence 3.2.1 to 4.3.7
– JIR...
Who uses Confluence and JIRA
at Aktia

Business
Operations

Stakeholders

Collaboratio
n
Developers

PO’s

QA

6

Consulta...
Lifecycle

Dream It, Plan It, Build It, Launch It

Ideas &
Specs

• Confluence

Plan & Tasks
• JIRA

7

Roadmap

• Conflue...
2
8

• How Aktia uses Confluence
Space front pages

also for sub-projects and teams

9
Create new spaces
using a space template

• Every space (project) follows
the same structure
• Information in the same pla...
There’s a wiki-page for that
and use search to find it

• We encourage people to create wiki-pages
• Meeting minutes are c...
Most frequently used
plugins and macros

• Gliffy
– For diagrams

• Excerpt & Excerpt include
– To gather small chunks

• ...
Good enough
tools for everyday use

• Gliffy vs. Visio
• Confluence page vs. Office document
• Email link to Confluence pa...
WYSIWTYG

What You See Is What You Think You’d Get

• We need to export a lot of pages as PDF’s
• Chrome’s print as PDF wo...
Those attachments
that come and go

• People still produce lots of Office documents and put them on
network drives
– and d...
Drawbacks
• Scroll pdf
– easier way to get pdf export of a page and it’s children
– provides more layouts
– but not compat...
Things i’d like to see
missing things in Confluence

1. Scroll down to the ’middle’ of a Confluence page
2. Click edit pag...
3
18

• Some JIRA tips and tricks
Make issues visible
on a daily basis

• List of issues on a Confluence
page
• Scrum and Kanban boards
• Separate backlogs ...
Dashboards
or home page

• PO’s use predefined dashboards to collect material to the
steering groups
• Teams use agile boa...
Roles in JIRA
and usage examples

• 90% of the time we assign either PO or MEMBER role to a
user
• We have the option hide...
Efficient JIRA use

using built-in features and additional plugins

• Jql tricks
– extends JIRA’s search capability

• JIR...
Issue Collectors
from JIRA into JIRA

• Easy way to submit issues (or feedback)
• Expose a link on a Confluence page
or in...
Agile boards
• At least one board
for every project
(and squad)
• Sub-project is a
custom field on issue
level
• Shared co...
Agile Board Template

To Do
• Blockers
• Tasks
• Stories

25

Analyze

In
Progress

Deployable

Quality
Assurance

Done
4
26

• Wrapup
Some numbers

of our JIRA and Confluence

• 300+ users
• 30+ spaces and projects
• 10 workflows
• 20 issue types
• 5 custo...
We also use these tools
at Aktia

• Atlassian Stash
– Enterprise git behind the firewall

• Jenkins
– THE CI tool

• Puppe...
Squads and Tribes

Teams that is truly multi functional

• business
• architects
• developers
– coders
– ux
– dba’s

• tes...
Thank You

Now any
questions?

”There are no
silly questions”

Joakim / @sandstromj

30
Sees a person in each customer
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JCNC2013 Case Aktia Joakim Sandström

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JIRA and Confluence Nordic Conference 24.10.2013 Joakim Sandström Aktia

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JCNC2013 Case Aktia Joakim Sandström

  1. 1. How Aktia use Confluence and JIRA across multiple projects. Minimizing the gap between Business and IT, best-practices and tips how to use Atlassian products efficiently. Confluence and JIRA in multi-enterprise projects Joakim Sandström | #JCN13
  2. 2. Agenda 1 2 • How Aktia uses Confluence 3 • Some JIRA tips and tricks 4 2 • Intro • Wrapup
  3. 3. Joakim Sandström About me • Enterprise Architect – Aktia Core Banking replacement project • Release management, CI, dev(ops), Agile Aktia • Connect with me: – joakim.sandstrom@aktia.fi – @sandstromj – http://fi.linkedin.com/in/joakimsandstrom 3
  4. 4. Aktia Bank Plc My Employer • Aktia offers a broad range of solutions in banking, asset management, insurance and real estate agencies. • Aktia operates mainly in coastal areas, in the Helsinki region, and in inland growth areas. • Aktia has about 350,000 customers who are served at branch offices and via Internet and telephone services. • We develop and sell customer-oriented banking and insurance solutions. • Aktia IT departments – 100+ professionals – From service desk to development and operations 4
  5. 5. In the last year Confluence and JIRA gained momentum at Aktia • We did a large upgrade – Confluence 3.2.1 to 4.3.7 – JIRA 4.1.1 to 5.2.6 – Virtualized environment • Tailored training for business people • Resulted in increased usage by business people • What’s next – Keeping up the pace and upgrading to most recent versions – Switch database from MySQL to MariaDB 5
  6. 6. Who uses Confluence and JIRA at Aktia Business Operations Stakeholders Collaboratio n Developers PO’s QA 6 Consultants
  7. 7. Lifecycle Dream It, Plan It, Build It, Launch It Ideas & Specs • Confluence Plan & Tasks • JIRA 7 Roadmap • Confluence Track • JIRA Use cases • Confluence Tests • JIRA Drawings • Confluence Continuity • Confluence
  8. 8. 2 8 • How Aktia uses Confluence
  9. 9. Space front pages also for sub-projects and teams 9
  10. 10. Create new spaces using a space template • Every space (project) follows the same structure • Information in the same place regardless of the project • Predefined pages with content – – – – – 10 Project plan Architecture blueprints Security requirements Testing plans ..
  11. 11. There’s a wiki-page for that and use search to find it • We encourage people to create wiki-pages • Meeting minutes are created as blog posts • And always use page templates to create new pages 11
  12. 12. Most frequently used plugins and macros • Gliffy – For diagrams • Excerpt & Excerpt include – To gather small chunks • Roadmap plugin – pictured • Balsamiq – UI mockups • Task lists, mentions – For action points • Navigation map – List pages with specific labels 12
  13. 13. Good enough tools for everyday use • Gliffy vs. Visio • Confluence page vs. Office document • Email link to Confluence page vs. Document as attachment • Table plus gives extra juice to standard tables – But Excel is hard to replace 13
  14. 14. WYSIWTYG What You See Is What You Think You’d Get • We need to export a lot of pages as PDF’s • Chrome’s print as PDF works most of the time – but sometimes pictures are cut in half on separate pages • Tables and page layout in PDF output is broken • Sometimes export as Word is the best option 14
  15. 15. Those attachments that come and go • People still produce lots of Office documents and put them on network drives – and distribute them to everyone using email attachments • We try to put all office documents as page attachments – Vendors also provide us with lots of material • But the best option would be to write everything as Confluence pages • Maybe Alfresco is the place for large amounts of documents? 15
  16. 16. Drawbacks • Scroll pdf – easier way to get pdf export of a page and it’s children – provides more layouts – but not compatible with math plugin • Reporting and scaffolding plugin – no one knows how to use it • Blog posts can’t be restricted (permissions) 16
  17. 17. Things i’d like to see missing things in Confluence 1. Scroll down to the ’middle’ of a Confluence page 2. Click edit page 3. focus would still be at the ’middle’ of the page • Working table’s, i.e. as efficient as in Excel • Offline editing (pages, diagrams & issues) • JIRA: built-in rich-text editor 17
  18. 18. 3 18 • Some JIRA tips and tricks
  19. 19. Make issues visible on a daily basis • List of issues on a Confluence page • Scrum and Kanban boards • Separate backlogs for sub projects (squads) • And of course keep backlog up-to-date Someone once tweeted ” if You wan’t to forget it put it in JIRA” I personally disagree 19
  20. 20. Dashboards or home page • PO’s use predefined dashboards to collect material to the steering groups • Teams use agile boards to make their work visible • Agile boards are shown on big screens 20
  21. 21. Roles in JIRA and usage examples • 90% of the time we assign either PO or MEMBER role to a user • We have the option hide security sensitive issues • Show me only issues that are assigned to business (or IT or external) users 21
  22. 22. Efficient JIRA use using built-in features and additional plugins • Jql tricks – extends JIRA’s search capability • JIRA Time Tracking And Billing Report... – track consultant work hours and internal billing • Obviously Agile – i.e. the new Greenhopper • Mention JIRA issues in Git commits – Link to source code changes • Linking JIRA issue to a detailed specification in Confluence 22
  23. 23. Issue Collectors from JIRA into JIRA • Easy way to submit issues (or feedback) • Expose a link on a Confluence page or in a web app • Only mandatory fields visible 23
  24. 24. Agile boards • At least one board for every project (and squad) • Sub-project is a custom field on issue level • Shared components across projects • Also boards based upon specific components 24
  25. 25. Agile Board Template To Do • Blockers • Tasks • Stories 25 Analyze In Progress Deployable Quality Assurance Done
  26. 26. 4 26 • Wrapup
  27. 27. Some numbers of our JIRA and Confluence • 300+ users • 30+ spaces and projects • 10 workflows • 20 issue types • 5 custom fields 27
  28. 28. We also use these tools at Aktia • Atlassian Stash – Enterprise git behind the firewall • Jenkins – THE CI tool • Puppet – Manages our environments 28
  29. 29. Squads and Tribes Teams that is truly multi functional • business • architects • developers – coders – ux – dba’s • testers • operations Crisp: Scaling Agile @ Spotify with Tribes, Squads, Chapters & Guilds: http://bit.ly/UGrXHc 29
  30. 30. Thank You Now any questions? ”There are no silly questions” Joakim / @sandstromj 30
  31. 31. Sees a person in each customer
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