Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

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1 like•3,416 views

As our company's use of JIRA increased, we sensed a need to track portfolio projects within JIRA. But we didn’t find any plugins that met our need, so we built our own process. Through a combination of custom issue types, fields, and workflows, our leaders and PMO can now see the entire portfolio of 60 projects.

Software

Portfolio Management in JIRA
Karen Branham & Scottie Brimmer • Markel Corporation

Portfolio
Management in JIRA
SITUATION
REQUIREMENTS SOLUTION
RESULTS

Requirements
Capture data needed
Budget, schedule, roles
Link to JIRA project where work is
being done
Issue, risk, task and time tracking
Data integrity
Population of fields, date logic
Reporting
Portfolio and metrics
Project Management
GANTT charts, Phase dates

Training and Rollout
• Training for PMs and Execs
• Training materials with screen shots
• Demos
• Site visits
• Rollout
• Conversion of existing data
• Validation
• LIVE (big bang)

Lessons Learned
• Words!
• Who’s on first?
• Training Materials
• Use real data not examples
• Create standard dashboards
• Prior to rollout

FREE!
Quick!
Data
integrity
Matures
with us

Thank you!
Karen Branham & Scottie Brimmer • Markel Corporation

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The words we choose have the power to include or alienate our users. The reality is that for many, English is spoken as a second language. And unless you're going to localize your product for those major non-English speaking markets, you'll need to thoughtfully create content that is accessible to a larger audience. But how do we create products that maintain a sense of personality without isolating a wide audience of non-native speakers? Join Atlassian Content Designer, Roana Bilia, as she walks you through why thoughtful, inclusive content, is key to creating well-designed user experiences. You'll walk away with foundational principles for good UX copy when optimizing your product UI, a few quick wins that you as creators and developers can incorporate into your next products, as well as a set of mistakes to avoid that companies—including Atlassian—have made, which prioritized native speakers but isolated non-native speakers.

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We hear it all the time, and we get it. Diversity and inclusion are important! But isn't it an HR problem? HR may be able to help with diversity but inclusion or creating an inclusive environment is everyone's responsibility. So how do we create an inclusive environment that celebrates diversity and engages and supports everyone? Isabel Nyo will be sharing best practices and lessons she has learned along the way. She will also be sharing her experience as a minority, a female technical leader, in the technology industry.

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In September 2018, K15t took its mission to go self-managed to the next-level when the entire company worked together to decide on the Next Big Thing™ to build for Atlassian users and present it at Summit in Las Vegas. In this session, Anshuman Dash, an intern turned software engineer, turned product manager, shares his journey of professional self-discovery. In under five months, he joins a freshly assembled, self-managed team in building a new Atlassian Marketplace app. Dash will give a quick intro to what it means for a team to be self-managed. Then, he'll share his observations and experiences on the team, as well as the best-practices, patterns, and processes K15t has discovered along the way. Whether you are a new team with a kick-ass product idea or a big company figuring out ways to scale, this talk will provide you with practical tips and ideas your team can try out!

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Designing for the enterprise comes with a unique set of challenges; ensuring readability and accessibility at scale, meeting the needs of multi-layered organizations, and building a trust when your software - used by dozens of thousands of employees - is considered mission-critical. At Atlassian, we've spent countless hours digging deep into our enterprise customer's needs and we've gathered a vast repository of insights. In this talk, Pawel Wodkowski, a senior designer on Jira Server, will share all that we've learned from our research (while not being shy about busting some of those wild admin myths!). You'll get a crash course in what it means to design for scale the Atlassian way.

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Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

1. #atlassian

2. Portfolio Management in JIRA Karen Branham & Scottie Brimmer • Markel Corporation

3. Portfolio Management in JIRA SITUATION REQUIREMENTS SOLUTION RESULTS

9. Portfolio Management in JIRA SITUATION REQUIREMENTS SOLUTION RESULTS

10. Requirements Capture data needed Budget, schedule, roles Link to JIRA project where work is being done Issue, risk, task and time tracking Data integrity Population of fields, date logic Reporting Portfolio and metrics Project Management GANTT charts, Phase dates

11. Portfolio Management in JIRA SITUATION REQUIREMENTS SOLUTION RESULTS

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21. Training and Rollout • Training for PMs and Execs • Training materials with screen shots • Demos • Site visits • Rollout • Conversion of existing data • Validation • LIVE (big bang)

22. Lessons Learned • Words! • Who’s on first? • Training Materials • Use real data not examples • Create standard dashboards • Prior to rollout

23. Portfolio Management in JIRA SITUATION REQUIREMENTS SOLUTION RESULTS

24. FREE! Quick! Data integrity Matures with us

25. Questions?

26. Thank you! Karen Branham & Scottie Brimmer • Markel Corporation

Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

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