4 min read

Stay Agile with Jira and Confluence

By Praecipio Consulting on Jun 12, 2018 11:00:00 AM

As a marketing professional, I had a limited exposure to Jira before I joined Praecipio Consulting. Praecipio Consulting is an Atlassian solutions partner, and now, I eat, sleep, and breathe the Atlassian toolset. But before I really knew what it was, I used Jira Software to collaborate with a distributed team on a project. It was an interesting experience using Jira, because this was a ticketing system for 'IT guys and coders,' not for precious marketing professionals - right? I had been happy - or at least at peace - with using Microsoft Project, Sharepoint, One Note and Excel spreadsheets, along with Customer Relationship Management (CRM) and marketing automation software. But when I saw my first kanban board, and how easy it was to create, organize and visualize work in process, I thought this was a great way to begin an agile marketing shift.

While I'm still getting used to an all Atlassian world, I'm excited to share with you how ticketing software, originally designed to track software bugs, along with other Atlassian tools, have shown me a path towards an agile marketing future. So, here's my 101-level guide to using agile methodologies and tools to manage marketing projects.

Marketing Tasks = Jira Issues/Tickets

Think of your marketing activities as Jira Issues. For example, say you're hosting a webinar next month. Login to Jira, create a new epic for the webinar, give it a name, provide some additional details (the sky is the limit, you can customize the kind of information you want to capture) and click save. 

But wait. A webinar has a lot of subtasks within it: you also need to set-up a landing page, attach a form, create thank you emails and internal notifications, schedule the speakers, write a script, create the presentation, setup dial-in info, and a lot more. You can add all of those tasks, too, under the webinar ticket and create a nice, tidy place to track all activities. And, just like marketing automation tools that let you automate repetitive actions, you can create a Webinar Issue template that generates all of these recurring tasks each time you plan a new webinar, saving a lot of time and repetitive work.

There's a lot of work up-front to set up your tasking, but once you've done it you can continuously improve and become increasingly efficient and fast only making small adjustments.

Tracking Assets and Tasks 

Now that you have a task list of marketing activities, you have to create the actual assets. You write email and web page copy. Your designer creates beautiful graphics. Your digital folks create tracking links and create a home for all this precious content to live. Confluence gives you a place to create or simply store these assets in a single repository. And you can link the individual tasks from Jira to these pages in Confluence, giving you immediate, bidirectional access between tasks and the actual work product. This is pretty handy and makes team collaboration a breeze.

Again, you have to do some advance planning and preparation to make this work seamlessly. But it's worth the effort in the long run.

Using a Kanban Board

With marketing activities and their related subtasks entered into Jira, and a place to house your marketing assets, you can start managing a project. What should the team be working on first? Where are we on the case study copy? Is Elaine finished with the banner ad artwork? A Kanban Board lets you see where these tasks are in their lifecycle, from "Backlog" to "In Progress" to "Complete" (you can customize these labels, as well). At a glance, you can see how much work is done, how much is in flight, and what's coming up. Do you think the white paper project is more important than the brand guidelines update? Move the brand guidelines to the backlog and focus on the white paper.

With a Kanban board (and even other boards, like Scrum and Agile), you can adjust your work priorities instantly, making it easy to see who is doing what and when it will be done. Ultimately, agile boards help teams improve communication and collaboration.

Plan Alignment

Kanban boards are super cool, as are scrum boards. Portfolio for Jira, too, can help you create a marketing roadmap to visualize all your projects over time and track resource availability and capacity. Once you've got your marketing ducks in a row, Portfolio will allow you to not only visualize a plan the way you've designed it but also create variations. That's pretty dang neat! Admittedly, there's a lot of work required to make the best use of this tool. But again, once your organization is actually organized, your project management can become amazingly powerful and useful.

Now what?

Now, we've learned that Jira is a powerful tool that welcomes all - not just software and IT teams. And if you didn't know about Confluence or any of these awesome planning tools, you owe it to yourself to consider them for organizing your marketing plan. If you're interested, start by checking in with your IT or software development teams. Chances are, they are using Jira and possibly Confluence right now. There's your starting point. And if you want a demo, or to purchase licenses, or need help getting started, let us know!

Topics: jira blog scaled-agile best-practices confluence marketing collaboration agile
2 min read

Thanks to Portfolio for Jira, Everyone Has a Seat at the Table

By Praecipio Consulting on Nov 21, 2017 11:00:00 AM

Thanksgiving is right around the corner, we can't help but think about our favorite things this time of year. We have opportunities to see family, friends and relatives, enjoy good food, and talk about everything that happened throughout the year. It is great to catch up and visit about what's happened, and what's going to happen. It's a time when families and friends reflect, collaborate, and even begin planning for the next year (because all families get along perfectly, right?).

What if you had a holiday table year-round for your organization?

If a project is delayed, or a change needs to be made, wouldn't it be nice to update the entire plan and everyone on the team at once?

Atlassian's Portfolio for Jira is the solution. 

The core of Jira Software is a workflow engine. It allows you to track issues and tasks in a predefined, customizable workflow. Now, take this awesome workflow capability, and lay a forecasting and visualization tool on top of it - that's Portfolio for Jira. Atlassian’s Portfolio for Jira is the road mapping and visibility tool used to forecast and track long-term plans, increasing visibility and business alignment. Portfolio provides a living, breathing plan for teams and leadership to stay up-to-date on existing plans, all while forecasting new long-term plans.

The best part? It's not just for software teams. 

Portfolio for Jira organized existing marketing tasks (entered as issues) into releases and themes, giving our entire team the visibility we needed to stay on track.

Teams that can benefit from Jira Software: 

  • Human Resources
  • Operations
  • Marketing
  • Procurement
  • Legal
  • Sales
  • And more 

Because we track just about everything we do - including marketing activities - in Jira, the marketing team at Praecipio Consulting was able to use Portfolio for campaign planning and execution. As a test case, we launched a product marketing campaign for our newest add-on in the Atlassian Marketplace, Turbo Kit for Jira. Portfolio for Jira helped our team plan, forecast, manage, analyze, track and report on our campaign efforts. 

Change happens – all the time. Portfolio can help you, your team, and leadership stay well-informed on project and planning statuses, and it can also help you see the big picture and track business goals (not just your team or department!). It is the ultimate visibility tool. 

We'll dig into this a little more in our upcoming webinar Portfolio for Jira: Best Practices. Be sure to grab a seat at our table to learn more!

Learn more about Portfolio for Jira in the Atlassian marketplace.

 

Topics: jira atlassian blog marketing plan release training jira-software marketplace-apps

Praecipio Consulting is an Atlassian Platinum Partner

This means that we have the most experience working with Atlassian tools and have insight into new products, features, and beta testing. Through our profound knowledge of Atlassian environments and their intricacies, we can guide your organization as you navigate these important changes.

atlassian-platinum-solution-partner-enterprise

In need of professional assistance?

WE'VE GOT YOUR BACK

Contact Us