Smartsheet for Jira Visibility is the Key to Velocity

Transcription

1 Smartsheet for Jira Visibility is the Key to Velocity Joe Stanfill Sr. Manager, Marketing Smartsheet Benita Howe VP, PMO and Business Operations IgniteTech

2 Certain information set forth in this presentation may be forward-looking information. Except for statements of historical fact, information contained herein may constitute forward-looking statements. Forward-looking statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, many of which are and will be described in Smartsheet s filings with the US Securities and Exchange Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ materially from any projections of future performance or results expressed or implied by such forward-looking statements. Although forward-looking statements contained herein are based upon what Smartsheet management believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements except as required by law. Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actual companies and products used in this presentation are the trademarks of their respective owners and no endorsement or affiliation is implied by their use.

3 Purpose of Today s Session Understand the Smartsheet for JIRA Connector Learn how Connector workflows unlock JIRA visibility Learn how Ignite Technologies uses the Connector DEVELOPERS IT SERVICE DESK GENERAL BUSINESS REPORTING

4 What Is the Smartsheet for JIRA Connector? Developer Leads JIRA Connector IT Leads Business Leaders - Intuitive to build - No code required - Built to sync data across systems

5 What the Jira Connector Unlocks Key Business Benefits 1 : Unlock Critical Data lying captive in Jira for internal stakeholder or customers 2 : Enhanced Reporting, giving decision makers critical business insights in real-time 3 : Better Collaboration against Jira data to drive greater productivity and output

6 21 Products/Services releasing weekly & monthly 1,000 hourly updates Jira <->SS 100% Geo-Distributed Team in >20 Countries Benita Howe VP, PMO and Business Operations Ignite Technologies

7 Who We Are Ignite Technologies is an Enterprise Software company helping customers Ignite the power of their workforce. Ignite's products & services drive better business performance through best-in-class business applications and application development platforms across a range of functional domains.

8 Ignite s PMO Environment Development & Professional Services in Jira Development (Jira) 20+ products in concurrent development in Jira ~2,000 ticket updates /minute, including significant automation vnext release activities in Jira Professional Services (Jira) ProServe engagements include client facing upgrades, custom dev Sales, Marketing and Executive teams do not use Jira Solution : Jira Smartsheet, one-way sync to automate reporting

9 Ignite s Business Needs Jira & Smartsheet Integration Solution # Solutions Implemented Sync 1 Visibility: Status of the Next Product Release quality & date Jira -> SS 2 Cost: Will this professional service meet our targeted profit margin? Jira-> SS 3 Project Initiation automated to arm teams to rapidly finalize estimates required to quote work to customer. SS -> Jira 4 Real time customer view into progress due to Jira to Smartsheet automation. Jira -> SS

10 Ignite Solution : Jira Visibility for Customer-facing Teams JIRA Connector Summarize progress visually with Dashboards Use Reports to create the view you want Use Gantt view to manage Jira project work Analyze multiple projects with Roll-Up

11 Solution 1 : Product Release Visibility Organizational Visibility into Jira Development via Smartsheet Problem: When will the product release be ready? Each of our 20 products in-flight is a Jira Project with unique release dates: quarterly, monthly, weekly. Solution: Changes in Jira pushed automatically to Smartsheet, driving a dashboard linked to each pending and upcoming product release. Value Realized : No. More. Meetings. on product release date. Self-Services. The truth & Nothing But The Truth What s in the release (customer features, core features, fixes)

12 Solution 2 : Cost Tracking Monitoring & Cost Management for Professional Services Problem: Will this contracted work meet it s targeted profit margin? Solution: Jira logged work synced into SS project plan. Rolled up into row 1 of smartsheet for up to date time spent which is compared to original estimate. Value Realized : Estimate to Actuals cost management can now be conducted daily, cross-org visibility Smartsheet notifications tell us when we re within 75% of estimate, ensuring we can take action to keep our customer promises Real-time monitoring/forecasts enable us to take the right actions Metrics tracking - tickets closed, hours per team, time spent per process Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation, Planning, Execution/Controlling, Closing)

13 Solution 3 : Project Initiation Automating Project Initiation in Smartsheet Problem : Time kills deals. Responding to a client s request for a quote was too slow. Manually create smartsheet plan & Jira issues slowed team down from getting estimate done. Solution : Template is selected during daily mgmt triage that auto generates creation of the SS project plan and Jira Epic. Jira Epic and Tasks to deliver estimated work automatically created. Smartsheet report automated delivering client facing quote artifact. PMs and Tech Leads are auto-assigned and notified of next steps, action. Value Realized : Reduced delays on customer projects, faster time to initiation/kick-off Data accuracy reduces miscues and under-/over- resourcing 1-2 Days setup reduced to minutes.

14 Automated: Project Initiation SS: approved work creates Jira Epic & Approval

15 Solution 4 : Real-Time Project Status Team logs work in Jira & progress is reflected in SS views. Problem : Multiple ways to track work & report status. Client visibility into progress could be days behind reality. Solution : Jira ID s are embedded into Smartsheet and sync done into Smartsheet. Value Realized : Conversations about what s done are now a button click. Client facing team members can seamlessly update project status (% complete). What s NOT getting done really pops enabling rapid review & mitigation. Client data is accurate.

16 Measuring Success What We Accomplished Near Real Time Transparency Reports vnext development progress Cost: Projects meeting profit margins Project Initiation automation vnow client implementation visibility on scope, costs and time. Team Highly Effective Intake process auto generates Jira Tickets, Smartsheets and SFDC entries for new work. Simplified. Jira updates (Estimate, Log Work and move to Done) is only reporting required of team. Less meetings. Less . Quantified Impacts Reduce Product Q&A Disruption 90% Intake automation reduced manual setup 80%. Estimate to Actual visibility 100% Increased internal visibility: 6 globally distributed teams Professional Services, Sales, Pre-Sales, Engineering, Marketing, Business Ops

17 To keep a customer demands as much skill as to win one. - Anonymous

18 What Can The Jira Connector Do For Your Customers? DEVELOPERS IT SERVICE DESK GENERAL BUSINESS REPORTING

19 Don t forget to : Share your feedback in our survey in the ENGAGE app Stop by the Smartsheet Connectors Booth, first floor

20 Q&A