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©2020 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760
Optimizing Jira Cloud
Approaches, Considerations, & Best Practices
SPEAKERS
Brandon Huff
VP, Atlassian Services
Cprime
Pavel Fomin
Director, Cloud Migrations
Cprime
AGENDA
01 ABOUT ATLASSIAN CLOUD
02 OPTIMIZATION CONSIDERATIONS
03 GOVERNANCE ESSENTIALS
04 BEST PRACTICES
05 KEEP THE CONVERSATION GOING/Q&A
Introduction To Atlassian Cloud
Benefits & Considerations
• SaaS as an offering from outset
• Experiencing significant growth and expansion
• Substantial investment in Cloud Infrastructure
• Microservices, performance, security, pricing structure, etc.
• Accessibility of Cloud
ABOUT ATLASSIAN CLOUD
BENEFITS OF ATLASSIAN CLOUD
SaaS Model Availability/Scalability
Latest Releases
User Management
Security
Apps & Extensibility
Performance
TCO
THINGS TO CONSIDER
Backend Access
Latest Releases
Functionality
System Admin
Data Residency
Support / SLAs
Compliance
Optimization Considerations
Functionality, Scaling and Compliance
WHY OPTIMIZE?
Reduce Complexity
Add Complexity introduces opportunities for issues and challenges as well as impacts the ability for usage across the greater organization
Reduce Cost of Management & Maintenance
Some of the greatest costs associated with the Atlassian Ecosystemcome with the cost of overhead and management – simplify to reduce the need for staff to
just help manage the ecosystem
Easy To Add Complexity, Difficult To Remove It
Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems
Simplicity Is Important
Start Simple & Iteratively Enhance
10
HOW DOES OPTIMIZATION HELP?
Enterprise-Wide Reporting Road-Mapping, Dependencies, & More
Strategic architectural planning includes projects, schemes, templates, and access management helping to reduce the time and money associated with
rearchitecting later
Prevent Unintentionally Silo’ing
Standardization enables enterprise-wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality
of reporting
Ensure Real-Time, Reliable, On-Demand Reporting Capabilities
Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems
Why Standardization Is Important
Getting The Most Out Of Jira
11
WHAT TO OPTIMIZE?
Projects
Architecture Should Be Consistent - Impacts To On Demand Reliable, Real-time, Reporting
Schemes / Templates
Schemes & Templates Help Manage The System– Impacts To Total Cost Of Ownership, Overhead, Management
Impacts To Ecosystem
Evaluation Of Impacts To Ecosystem Are Critical – Without This You Can Inadvertently Silo An Organization Or Negatively Impact Other Area’s
Strategic Architectural Design is Key
Ensuring You Get Out Of It What You Bought It For
12
OPTIMIZATION STEPS
Strategic Architectural Planning
Standardization enables enterprise wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality
of reporting
Standardization
Standardization enables enterprise wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality
of reporting
Simplicity
Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems
3 Keys to an Optimized Configuration
Balancing Customization with Cost
13
Jira Cloud Optimization
Foundational Concepts
ATLASSIAN ECOSYSTEM
The good and the bad about the Atlassian ecosystem is its’ flexibility:
Highly Configurable
Easy to Stand Up
Costly & Disruptive to Rearchitect
Governance is Critical
GOVERNANCE MATTERS
Mitigate Risk & Maintain Compliance
Ensure Data Integrity & Improve Data Quality
Set, Maintain & Educate On Standards & Best Practices
Evaluate Impact & Manage Changes To The Ecosystem
Maintain Health & Long-Term Continuity While Reducing Ownership Cost
A Robust Governance Framework Is Critical To Protect Your Ecosystem
16
WHAT YOU NEED TO SUPPORT GOVERNANCE IN THE CLOUD
STRATEGIC PLANNING
CHANGE MANAGEMENT
COMPLIANCE & MAINTENANCE
STRATEGIC PLANNING
The wrong architecture and structure can be costly
• Take The Time To Think About Architecture – Save time and cost
• Information Protection & Access Management – Build it in
• Scalability & Data Architecture - Plan for flexibility and long-term needs
• Get an expert to help you – Leverage best practices, avoid pitfalls
• A little planning goes a long way
COMPLIANCE
Regular Updates to Policies and Standards
Custom Dashboards and Reports to Identify Compliance Risks
Clean up and maintain your instances
Manage Human Risk
Maintaining Your Atlassian Ecosystem
(Training, Enablement, Imbedded Governance Team Members)
(Leverage Admin Insights, Scheduled Releases, and Project Archiving)
CHANGE MANAGEMENT
• Formal Intake Process
• Formal Committee Discussion
• Within vs Outside of Policy Limits
• Formal Committee Vote
• Objection vs Non-Objection Vote
• Documentation
• Decision vs Recommendation
• Communication
Change Management Process Elements
Intake
Action
Decision
Communication
Governance Essentials
Key Elements & Relationships
WHY GOVERNANCE MATTERS
There’s a lot at stake – strong governance practices help:
• Mitigate risk and maintain compliance
• Ensure data integrity and improve data quality
• Set, maintain and implement standards and best practices
• Evaluate the impact and manage changes to the Atlassian tools ecosystem
(like clean up and optimization)
• Maintain the health and long-term continuity of the Atlassian tools
ecosystem
• Ensure your users can leverage the features and benefits of the Atlassian
platform for your organization
GOVERNANCE FOUNDATION
POLICIES
&
STANDARDS
GOVERNANCE
COMMITTEE
TRAIINING
&
ENABLEMENT
PROCESS
&
PROCEDURES
GOVERNANCE FOUNDATION
POLICIES
&
STANDARDS
COMPLIANCE
& AUDIT
SEPARATION
OF DUTIES
BUSINESS
STANDARDS
GOVERNANCE FOUNDATION
GOVERNANCE
COMMITTEE
ROLES RESPONSIBILITIES
CENTER OF
EXCELLENCE
GOVERNANCE FOUNDATION
PROCESSES
&
PROCEDURES
BUSINESS
PROCESS
GOVERNANCE
CEREMONIES
CHANGE
MANAGEMENT
GOVERNANCE
COMMITTEE
GOVERNANCE FOUNDATION
TRAINING
&
ENABLEMENT
PROCESS
ENABLEMENT
ROLE-BASED
ENABLEMENT
COMMUNITY
SUPPORT
Optimization Best Practices
Design, Data Quality, & Configuration Elements
BEST PRACTICES – DESIGN & ARCHITECTURE
Just Because It Can Be Done, Doesn’t Mean You Should Do It
Simplify, Simplify, Simplify
Long Term Costs Are High With Over Customization
Inadvertent Silo’s Are Created With Over Customization
Performance Impacts Are Seen With Over Customization
Key Considerations
Strategic Planning Will Save You Tons Of Time, Money & Headache
29
BEST PRACTICES – DATA QUALITY & INTEGRITY
If You Want Quality, Reliable, On Demand Reporting, You Must Streamline
Training On How To Use The Tool Is Critical
Create Cheat Sheets On Data Fields To Ensure Quality Data Inputs
Garbage In – Garbage Out Applies
Write JQL Smart To Avoid Impact To System (Ex: assignee=current user)
Key Considerations
Best Practices For Data Quality & Integrity
30
BEST PRACTICES – CONFIGURATION ELEMENTS
Minimize Number Of Custom Fields
Make Custom Fields General For Reusability (Example: ID)
Minimize Number Of Statuses As Much As Possible
Use General Terms When Possible For Reusability (Example: In Progress)
Minimize Issue Type Schemes & Reuse
Key Considerations
Reduce Total Cost Of Ownership & Improve Manageability
31
BEST PRACTICES – CONFIGURATION ELEMENTS (con’t)
Minimize Workflow Options When Possible & Reuse
Minimize Workflow Schemes
Minimize Number of Screen Schemes
Minimize Resolution’s When Possible (Use Custom Field For Categories)
Create & Use Templates To Prevent Creation Of Unnecessary Elements
Key Considerations
Best Practices For Best Results
32
KEY TAKEAWAYS
• Be deliberate in your optimization approach and
the functionality you need to support your
business processes
• Simplification makes management and
governance easier
• Just because you can, doesn’t mean you should
• Governance can minimize risk and help ensure
quality
• Leverage an expert where needed
KEEP THE CONVERSATION GOING…
• Connect with our speakers on LinkedIn
• Check out Cprime upcoming webinars, read our blog, download
whitepapers/case studies & more:
• www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or
give us feedback!
• learn@cprime.com
©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.
FOLLOW US ON SOCIAL MEDIA
Share in the conversation & keep updated on
thought leadership, events & more!
on LinkedIn, Twitter, Facebook, & YouTube
QUESTIONS?
WWW.CPRIME.COM | 877.753.2760
QUESTIONS?
QUESTIONS?
WWW.CPRIME.COM | 877.753.2760
THANK YOU
WWW.CPRIME.COM | 877.753.2760

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Optimize Atlassian Cloud for your Business Process and Compliance Needs

  • 1. ©2020 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760
  • 2. Optimizing Jira Cloud Approaches, Considerations, & Best Practices
  • 3. SPEAKERS Brandon Huff VP, Atlassian Services Cprime Pavel Fomin Director, Cloud Migrations Cprime
  • 4. AGENDA 01 ABOUT ATLASSIAN CLOUD 02 OPTIMIZATION CONSIDERATIONS 03 GOVERNANCE ESSENTIALS 04 BEST PRACTICES 05 KEEP THE CONVERSATION GOING/Q&A
  • 5. Introduction To Atlassian Cloud Benefits & Considerations
  • 6. • SaaS as an offering from outset • Experiencing significant growth and expansion • Substantial investment in Cloud Infrastructure • Microservices, performance, security, pricing structure, etc. • Accessibility of Cloud ABOUT ATLASSIAN CLOUD
  • 7. BENEFITS OF ATLASSIAN CLOUD SaaS Model Availability/Scalability Latest Releases User Management Security Apps & Extensibility Performance TCO
  • 8. THINGS TO CONSIDER Backend Access Latest Releases Functionality System Admin Data Residency Support / SLAs Compliance
  • 10. WHY OPTIMIZE? Reduce Complexity Add Complexity introduces opportunities for issues and challenges as well as impacts the ability for usage across the greater organization Reduce Cost of Management & Maintenance Some of the greatest costs associated with the Atlassian Ecosystemcome with the cost of overhead and management – simplify to reduce the need for staff to just help manage the ecosystem Easy To Add Complexity, Difficult To Remove It Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems Simplicity Is Important Start Simple & Iteratively Enhance 10
  • 11. HOW DOES OPTIMIZATION HELP? Enterprise-Wide Reporting Road-Mapping, Dependencies, & More Strategic architectural planning includes projects, schemes, templates, and access management helping to reduce the time and money associated with rearchitecting later Prevent Unintentionally Silo’ing Standardization enables enterprise-wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality of reporting Ensure Real-Time, Reliable, On-Demand Reporting Capabilities Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems Why Standardization Is Important Getting The Most Out Of Jira 11
  • 12. WHAT TO OPTIMIZE? Projects Architecture Should Be Consistent - Impacts To On Demand Reliable, Real-time, Reporting Schemes / Templates Schemes & Templates Help Manage The System– Impacts To Total Cost Of Ownership, Overhead, Management Impacts To Ecosystem Evaluation Of Impacts To Ecosystem Are Critical – Without This You Can Inadvertently Silo An Organization Or Negatively Impact Other Area’s Strategic Architectural Design is Key Ensuring You Get Out Of It What You Bought It For 12
  • 13. OPTIMIZATION STEPS Strategic Architectural Planning Standardization enables enterprise wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality of reporting Standardization Standardization enables enterprise wide reporting and reduces the overall cost and complexity of administration and significantly impacts the reliability and quality of reporting Simplicity Simplicity significantly reduces both the complexity and cost associated with the management and maintenance of your systems 3 Keys to an Optimized Configuration Balancing Customization with Cost 13
  • 15. ATLASSIAN ECOSYSTEM The good and the bad about the Atlassian ecosystem is its’ flexibility: Highly Configurable Easy to Stand Up Costly & Disruptive to Rearchitect Governance is Critical
  • 16. GOVERNANCE MATTERS Mitigate Risk & Maintain Compliance Ensure Data Integrity & Improve Data Quality Set, Maintain & Educate On Standards & Best Practices Evaluate Impact & Manage Changes To The Ecosystem Maintain Health & Long-Term Continuity While Reducing Ownership Cost A Robust Governance Framework Is Critical To Protect Your Ecosystem 16
  • 17. WHAT YOU NEED TO SUPPORT GOVERNANCE IN THE CLOUD STRATEGIC PLANNING CHANGE MANAGEMENT COMPLIANCE & MAINTENANCE
  • 18. STRATEGIC PLANNING The wrong architecture and structure can be costly • Take The Time To Think About Architecture – Save time and cost • Information Protection & Access Management – Build it in • Scalability & Data Architecture - Plan for flexibility and long-term needs • Get an expert to help you – Leverage best practices, avoid pitfalls • A little planning goes a long way
  • 19. COMPLIANCE Regular Updates to Policies and Standards Custom Dashboards and Reports to Identify Compliance Risks Clean up and maintain your instances Manage Human Risk Maintaining Your Atlassian Ecosystem (Training, Enablement, Imbedded Governance Team Members) (Leverage Admin Insights, Scheduled Releases, and Project Archiving)
  • 20. CHANGE MANAGEMENT • Formal Intake Process • Formal Committee Discussion • Within vs Outside of Policy Limits • Formal Committee Vote • Objection vs Non-Objection Vote • Documentation • Decision vs Recommendation • Communication Change Management Process Elements Intake Action Decision Communication
  • 22. WHY GOVERNANCE MATTERS There’s a lot at stake – strong governance practices help: • Mitigate risk and maintain compliance • Ensure data integrity and improve data quality • Set, maintain and implement standards and best practices • Evaluate the impact and manage changes to the Atlassian tools ecosystem (like clean up and optimization) • Maintain the health and long-term continuity of the Atlassian tools ecosystem • Ensure your users can leverage the features and benefits of the Atlassian platform for your organization
  • 28. Optimization Best Practices Design, Data Quality, & Configuration Elements
  • 29. BEST PRACTICES – DESIGN & ARCHITECTURE Just Because It Can Be Done, Doesn’t Mean You Should Do It Simplify, Simplify, Simplify Long Term Costs Are High With Over Customization Inadvertent Silo’s Are Created With Over Customization Performance Impacts Are Seen With Over Customization Key Considerations Strategic Planning Will Save You Tons Of Time, Money & Headache 29
  • 30. BEST PRACTICES – DATA QUALITY & INTEGRITY If You Want Quality, Reliable, On Demand Reporting, You Must Streamline Training On How To Use The Tool Is Critical Create Cheat Sheets On Data Fields To Ensure Quality Data Inputs Garbage In – Garbage Out Applies Write JQL Smart To Avoid Impact To System (Ex: assignee=current user) Key Considerations Best Practices For Data Quality & Integrity 30
  • 31. BEST PRACTICES – CONFIGURATION ELEMENTS Minimize Number Of Custom Fields Make Custom Fields General For Reusability (Example: ID) Minimize Number Of Statuses As Much As Possible Use General Terms When Possible For Reusability (Example: In Progress) Minimize Issue Type Schemes & Reuse Key Considerations Reduce Total Cost Of Ownership & Improve Manageability 31
  • 32. BEST PRACTICES – CONFIGURATION ELEMENTS (con’t) Minimize Workflow Options When Possible & Reuse Minimize Workflow Schemes Minimize Number of Screen Schemes Minimize Resolution’s When Possible (Use Custom Field For Categories) Create & Use Templates To Prevent Creation Of Unnecessary Elements Key Considerations Best Practices For Best Results 32
  • 33. KEY TAKEAWAYS • Be deliberate in your optimization approach and the functionality you need to support your business processes • Simplification makes management and governance easier • Just because you can, doesn’t mean you should • Governance can minimize risk and help ensure quality • Leverage an expert where needed
  • 34. KEEP THE CONVERSATION GOING… • Connect with our speakers on LinkedIn • Check out Cprime upcoming webinars, read our blog, download whitepapers/case studies & more: • www.cprime.com/resources • Share with us what topics you are interested in, ask us questions or give us feedback! • learn@cprime.com ©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.
  • 35. FOLLOW US ON SOCIAL MEDIA Share in the conversation & keep updated on thought leadership, events & more! on LinkedIn, Twitter, Facebook, & YouTube
  • 37. QUESTIONS? WWW.CPRIME.COM | 877.753.2760 THANK YOU WWW.CPRIME.COM | 877.753.2760