17 min read

The Journey to SSO, Part V: Onboarding and Offboarding Contractors automatically with SAML Single Sign On

By resolution on Apr 7, 2021 9:45:00 AM

Blogpost-display-image_Resolution Blog Series, Pt. 5Praecipio Consulting has partnered with our friends at resolutionan Atlassian Gold Marketplace Partner based in Germany that specializes in software development and network security, to bring you a series of blog posts about how to successfully implement single sign-on (SSO) with Atlassian tools. With more than 7 million users from 58 countries, resolution is the market leader for Atlassian Enterprise User Management Apps.

In the last article of these series on the journey to Atlassian SSO, we followed the steps of ACME, a company with large instances of Jira and Confluence on prem, planning a migration from AD FS to Azure AD.  

In particular, we had a detailed look at: 

  • How users from the Atlassian directories can be seamlessly migrated into Azure AD building a no code integration with User Sync 
  • How users can be mapped between Azure AD and the Atlassian applications even if usernames don’t match 
  • How to connect users from different organizations (ACME and CU.com, a consultancy firm) each with its own Identity Providers, both for authentication and provisioning purposes. 

In order to complete the setup, however, ACME needs to add some restrictions to CU.com users to answer the following questions:  

  • Who at CU.com must have accounts in ACME’s Jira and Confluence? 
  • How long should access be retained? 
  • How should access be revoked? 

Let’s look at how to automate the process for onboarding and offboarding consultants so that these are the answers: 

  • Who should have accounts? Only contractors assigned to active projects. 
  • How long should access be retained? Only for as long as the project is active. 
  • How should access be revoked? Automatically, as soon as the project concludes. 

How to provision only contractors assigned to active projects 

Let’s quickly recap what ACME needs to set up: 

Challenges 

  • Access to ACME’s Atlassian tools should only be granted to consultants who have been assigned to specific projects 
  • Consultants have a quick turnaround. It’s important to give them access quickly and deactivate them as soon as their assignments conclude. 
  • It’s also vital to ensure that consultants only occupy licenses of the Atlassian products while they´re on an active assignment. 

Implementation steps 

The approach has four steps 

  1. The group that gives consultants access will be operated from Contractor’s Okta and filtered in ACME’s User Sync connector. 
  2. Specific project permissions and roles in the Atlassian applications will be managed locally.  This has important implications, as the Okta and local group settings must coexist and not overwrite each other. 
  3. The synchronization between Okta and ACME will be scheduled to run every night (but users will also be updated when they login, eliminating waiting times entirely). 
  4. As a result of the synchronization, consultants who no longer are on active assignments will have both their access and their licenses revoked. 

Here’s the walkthrough: 

1. In the Okta User Sync connector configured in the section above, ACME adds a filter so that only consultants in a specific group are passed and enabled in Jira 
  • Go to User Sync > Azure AD Connector > Edit > Advanced Settings 
  • In Groups mandatory to sync a user, create a new entry group filter user sync
  • Add the group active-acme-jira-project Filter by active project
2. Now we need to tell User Sync which local groups may be added locally in Jira to these contractors. These are the groups that define what projects contractors have access to, and which roles they fall under.  

It's extremely important to add this information! Failing to do so results in removing access  to Jira projects:  

  •  every time the contractor logs in 
  •  with each user sync. 

However, we can protect groups in both contexts from the User Sync connector,  

  • To protect the groups in the connector, we go back to the Advanced Settings and add all the groups used to give permission to Contractor Unlimited consultants in the Keep these Groups field. Note that you can either include every group, or regular expressions, if there are any patterns. keep groups 
3. Now, we will schedule the synchronization at regular intervals to happen every morning at 3am using this cron expression: 0 0 2 ? * *schedule user sync with cron 
4. Finally, we will tell the connector to deactivate contractors who have finished their assignments so that they don't consume any licenses.  
  • In the cleanup behavior dropdown, select disable users. cleanup behavior disable users

What does this last step mean? Consultants will be automatically deactivated in Jira and Confluence following this process: 

  • When an assignment concludes, the consultant is removed from the active-acme-jira-project group 
  • At 3am, the user sync connector runs 
  • The user is removed from the active-acme-jira-project group in Jira, together with any other changes. 
  • As a consequence, the user is deactivated in Jira. 

Bonus trick: With the right SAML setting, if the consultant logs into Jira after they have already been removed from the active group, the login will succeed but will also result in the deactivation. 

We reached our destination! 

Congratulations! You have finished the journey to Atlassian Single Sign-On! Hopefully by this time you are on your way to an implementation that will last for many years to come. 

The sample implementation in the last two articles has offered a selection of very popular options among Atlassian on prem customers. As you have seen, User Synchronization is very often a cornerstone of the implementation, since it permits to use the Identity Provider as a single source of truth to automate user on- and offboarding. At the same time, it’s compatible with multi-IdP setups and access provision to partner organizations. 

However, the example is just that – an example. And it might be very different to what you need to solve. 

How can we help you? 

If you have any doubts or need help with advanced technical issues, there are several next steps. 

  • Our friends at Praecipio Consulting will be happy to help you get up and running. We go way back with a long history of shared implementations.  
  • If you need help configuring the resolution SAML SSO application or the User Sync standalone that can be combined with the Data Center SAML, we provide free screenshare sessions every day. 

Excited to see you there, very soon! 

Topics: atlassian blog optimization practices security collaboration human-resource
6 min read

Comparing Project Management with American Football

By Nicholas Redwine on Sep 3, 2019 1:43:00 PM

As the summer comes to a close here in America, another season arises upon us that encapsulates the fall and winter seasons for the better part of 6 months. That fun and exciting season is American football ladies and gents! A nationally televised spectacle that brings together all types of people and backgrounds to witness the output from an assembly of individuals striving to capture a "W" or win for their respective team(s) and organization(s).

With the exception of the direct national spotlight, the aforementioned statement sounds a lot like what Project Management entails. If we take into consideration the end-to-end phases of both Football teams and PM teams, we can see there are frameworks and disciplines that run parallel to accomplish the "finished product" (which is ultimately what the end-user or fan actually sees).

Below, is a side by side comparison of the phases and how similar they are in relation to one another:

project-managementScreen Shot 2018-08-09 at 2.17.50 PM

Project Management Framework Phases & Explanations
Football Framework Phases & Explanations

Project Initiation

The first phase of the project lifecycle. This is where the project’s value and feasibility are measured. Project managers typically use two evaluation tools to decide whether or not to pursue a project. Product Owners are key stakeholders and generally have a vision that he/she has to convey to the scrum team.

Talent Assessment & Utilization

This phase is where coaches and internal staff line up and evaluate the current talent (player's) and incoming talent they have for the upcoming season in oder to develop schemes and strategies that will be implemented towards the upcoming season. In relation to Project Management, the Head Coach would serve as the Project Manager defining the team and the direction they should go. Assistant Coaches would be more of the Product Owners with them needing to coach their player's (scrum team) specific techniques and the fine details of the schemes in to fit execution. This will involve many hours of building play-books, film repositories, team drills and sessions to help build examples in order to convey clear, concise messages.

 

 

Project Planning

Once the project receives the green light, it needs a solid plan to guide the team, as well as keep them on time and on budget. A well-written project plan gives guidance for obtaining resources, acquiring financing and procuring required materials. The project plan gives the team direction for producing quality outputs, handling risk, creating acceptance, communicating benefits to stakeholders and managing suppliers.

Offseason Workouts

This phase is the most important as it broken down into smaller meta-phases which put into action team chemistry, focus and preparation that will guide them to the start of the season. Here, many resources are compiled/executed in order to mold them team. This includes strength and conditioning (winter & summer), nutritional diets, film-study and wellness (recovery & massages). All of which are under a close watch with analytics playing a huge role in the development and growth of the athletes. In the NFL, there is a practice period called OTA's (Off-Season Training Activities) where the team has mini-practices that are built for speed and efficiency and in college, Spring Football which essentially is the same concept where development is further evaluated to determine if the team is capable to match the derived schemes with the personnel they have long-term.

Project Execution

This is the phase that is most commonly associated with project management. Execution is all about building deliverables that satisfy the customer. Team leaders make this happen by allocating resources and keeping team members focused on their assigned tasks.

Practice & Game Day

Just like project management, this is the phase where the strategies and playbook installations are put to the test with full-blown practices up to 2x/day to refine and simulate what actual game speed and tempo would be. This allows the coaches and team to have a concrete idea of what they envisioned vs what they're actually able to execute. Furthermore, this is an area that allows coaches to further determine how effective the off-season development was and if the proper adjustments were made from the previous iterative-shortened cycles of the previous practices. This essentially moves to " Game-Day" where the players and coaches are able to showcase to the world and those watching the product that they've come up with for the start of the season.

Project Monitoring and Control

Monitoring and control are sometimes combined with execution because they often occur at the same time. As teams execute their project plan, they must constantly monitor their own progress.

To guarantee delivery of what was promised, teams must monitor tasks to prevent scope creep, calculate key performance indicators and track variations from allotted cost and time. This constant vigilance helps keep the project moving ahead smoothly.

Film Study & Adjustments

Many variables play into the season that are realistically expected but not hoped for. Issues such as injuries, player conduct, chemistry and coaching can contribute to negative/positive outcomes and performances. Being able to monitor this with rigorous film study and culture curation can absolutely help soften the blow of negative outcomes but also serve as a roadmap in the continuation of success. Much like project management, key indicators must be addressed and preventative maintenance must be accomplished in order to keep the momentum towards the end goal. Many bumps may occur but this is where flexibility and team focus are paramount. Usually coaches and players alike will remind themselves and others of the long-road they took to get to this point and the importance of team camaraderie. In a sense, there could be another project spun up in the middle of the season that could be supplemental to the primary project which forces a huge amount of flexibility. Although the odds of executing are high in failure rates, there have been numerous teams that have gone on to conquer and eventually have a winning season and sometimes a season resulting in the ultimate goal of a "championship"

Project Closure

Teams close a project when they deliver the finished project to the customer, communicating completion to stakeholders and releasing resources to other projects. This vital step in the project lifecycle allows the team to evaluate and document the project and move on the next one, using previous project mistakes and successes to build stronger processes and more successful teams.

End of Season

The end of the season marks the end of that particular team. In football, and sports in general, no (1) team is ever the same. Off-Season trades, Retirements, Drafts and coaching changes in the NFL are always a guarantee and the same goes for college with the exception of graduation, transfers and recruiting classes from High School to College. These variables all play into the development of a new team with new goals for the new year.

The summation of the season is literally defined by the W-L (Win-Loss) column. It doesn't matter about what was in between or participant trophies but rather if the team delivered. And that is much like Project Management, " What did you deliver?" A "W" (win) or "L" (loss) for your spectators/customers?

Ready to tackle an Atlassian project? Contact Praecipio Consulting to learn more about our expertise across a wide array of management methodologies, and deep knowledge of the Atlassian toolset. Or take some time to view our webinar Agile Project Management with Atlassian and Tempo to learn how to seamlessly manage projects and portfolios in one place. 

Topics: blog practices project-management
2 min read

Praecipio Consulting Webinars

By Praecipio Consulting on Dec 20, 2012 11:00:00 AM

Our monthly webinars are designed to help you become proficient with the entire Atlassian product suite. Wether you want to convince your team to adopt Jira or are in search of some handy tips and tricks for End Users and Administrators, our webinars are designed for any skill level.

 

Praecipio Webinars

Topics: jira atlassian efficiency management practices process tips tricks lifecycle
6 min read

7 Ways Social Enterprise Apps Are More Than Just Talk

By Praecipio Consulting on Aug 1, 2012 11:00:00 AM

by Ashley Furness

CRM Market Analyst, Software Advice
June 27, 2012

Until recently, I might have called Microsoft crazy to drop $1.2 billion on social enterprise app vendor Yammer. The business case for replicating popular social networking functionality in a corporate environment seemed dubious at best. Would there ever be a return on investment?

“Social is more than a trend, it is a revolution that is changing the way we work and collaborate. Powerful social tools, such as Chatter, help employees work faster and more efficiently—making it a strategic piece of the workforce.” — Dave King, Chatter Product Marketing Director

But then I talked to some corporate AtlassianYammerChatter and Jive users, all of whom claimed measurable gains from these tools in a variety of areas. Here are seven ways they derive value from social enterprise applications.

1. Streamline Project Management

Software developers at PerkStreet Financial use Yammer to facilitate scrum meetings, a key component of the agile software development methodology. Rather than hold their daily morning standup meetings in person, each member of the 37-person team posts “what I did yesterday,” “what I will do today” and “barriers to moving forward” using the hashtag #scrum.

Praecipio Consulting has helped in.gredients, a package free micro-grocer, leverage many of Atlassian’s products into extremely powerful tools for project management. Jira and Confluence for example, are used in conjunction to inform teams or others externally on goals, tasks, progress, and results. Confluence makes it easy for their teams to collaborate and share knowledge of Jira roadmaps, workflow, and tasks, or to document work, allowing users to delegate tasks with the “@”symbol.

The tag in Jira and Confluence allows users to quickly see what everyone is working on and chime in when appropriate. Similarly, Yammer can also delegate tasks to others with the “@” symbol. With Jive, users can also employ shortcuts such as an “!” to pull information into the thread from CRM and other enterprise systems.

2. Augment Transparency and Accountability

Since PerkStreet hosts all conversations on Yammer rather than trapped in someone’s inbox, management has continuous insight into the team’s progress.This also prevents work duplication and redundancies because everyone is literally on the same page.

“If you look at someone’s scrum over time, you can see whether they actually accomplished what they said they were going to,” PerkStreet COO Jason Henrichs notes.

Similarly, Jira and Confluence have allowed for Praecipio Consulting to increase its clients’ transparency and accountability even in the case of telecommuting among employees, who at times live in different states. Christian Lane, Managing Partner of Praecipio Consulting said, “the ability of the Atlassian product suite to increase transparency and establish accountability has allowed our business to grow and operate seamlessly across borders.”

3. Increase Communications Efficiency

HipChat, the newest member of the Atlassian family, is similar to Yammer and Jive. It’s a hosted group chat service that helps teams, or entire companies, collaborate in real-time. HipChat has a powerful API and comes loaded with integrations to Atlassian’s most popular products - JiraConfluenceFishEye and Crucible. These integrations allow you to get targeted notifications from products into the relevant chatrooms for your teams.

Salesforce surveys show enterprise wikis can reduce email by 30 percent and meeting by 27 percent.

FlexJobs founder and CEO Sara Sutton Fell said Yammer drastically cut down on her need to email, call or schedule a meeting to check in.

4. Find Experts Faster

Centerstance Inc. Managing Partner Greg Lueck says Chatter helps sales staff answer deal-specific questions expeditiously. He recalled one situation where a partner needed someone certified in Cast Iron software integration who spoke Mandarin. The resource manager working with the partner posted the query in Centerstance’s news feed.

“They had an answer within 30 seconds… in Mandarin,” Lueck remembers. In this and similar scenarios, the employee would have otherwise “relied on a central repository of all company’s experience that is located in one person’s head, or nowhere at all.”

Jive surveys show sales win rates increase an average of 23 percent, and time to find experts falls 34 percent.

5. Better Leverage Information and Insights

Social enterprise vendors have invested heavily in social and adaptive intelligence. These sophisticated algorithms suggest articles, files and experts based on the user’s position, connections, group memberships and resources they’ve previously accessed.

“Chatter knows what you care about based on your activities, making it’s value immeasurable,” King says of Chatter, the salesforce.com social layer. As a result, employees are better informed and can answer questions before they even know they have them.

“Imagine you have 10,000 people in an enterprise. Sales materials, RFPs are constantly flowing through system… Jive makes the most of this information by channeling it to the right people,” according to Jive Product Marketing Director Tim Zonca.

Additionally, HipChat stores full conversation history, so anyone new that joins a room can catch up and participate in the discussion.

“HipChat is incredible – perfect for product teams but fantastic for any team. Its use absolutely exploded at Atlassian, demonstrating the viral adoption potential of a modern communication system for teams,” says Mike Cannon-Brookes, CEO and co-founder of Atlassian. “Connecting and sharing ideas in real-time helps teams move faster, and HipChat does this better than any other product I’ve used.”

6. Generate More, Better Ideas

Yammer provides several means for employees to contribute ideas–from responding to queries and surveys, to posting ideas in a group discussion threads. Users receive gratification when co-workers and leadership “like” their contribution. Then, they are continually rewarded as they watch project teams bring the idea to fruition.

With one advertising campaign, for example, Deloitte CEO Peter Williams asked employees for their ideas for a tagline. More than 38 groups formed that submitted 1,184 original concepts.

7. Boost Employee Recognition and Engagement

In the four years since Deloitte AU implemented Yammer, the turnover rate for active users has fallen to two percent annually–about 10 times less than for employees who don’t use it. Leadership attribute change to employees feeling more engaged and recognized for their work.

“In a company with 180,000 people, most employees rarely interact with leadership,” says Frank Farrall, national leader for Deloitte Australia’s Online Consulting Practice. “Yammer breaks down those barriers.”

Deloitte leadership uses Yammer to pull reports that identify employees with high engagement and positive feedback. The more a user interacts with groups, downloads articles and responds to queries with the same keywords, the more they are distinguished as thought leaders on a subject.

“This is one key way to rise up in the firm–get recognized as someone who drives connectivity,” Farrall added.

Deloitte layered gamification elements into Yammer to further drive engagement and recognition. Using the behavior platform Badgeville, Deloitte awards “badges” when employees report milestones in Yammer, such as completing segments in Deloitte’s Leadership Academy. Users can monitor their rank on a leaderboard that shows what they need to do to surpass the person immediately ahead, encouraging them to do more.

 

Topics: jira atlassian blog business confluence efficiency enterprise management practices process tips tricks value collaboration continuous-improvement operations
2 min read

The Powers of Persuasion - Atlassian and Business Process Management

By Praecipio Consulting on Jul 26, 2012 11:00:00 AM

During our last Atlassian User Group meeting a few attendees asked us for pointers on how to convince their managers to implement or expand upon the Atlassian product suite as a Business Process Management Tool. To us the task seemed easy, especially since Process Optimization and Management are some of our founding principles.

After doing a bit of research we were a bit surprised by what we found. According to a study conducted by the Journal of Information & Management71% of executives had negative feelings concerning IT as a source of competitive advantage.

This is especially shocking since exploiting current capabilities while simultaneously developing new ones is a common theme among organizations. This idea serves as a baseline for strategic management and is crucial for adapting to changing environments. It’s through this delicate balance of business activities that the notion of Business Process Management (BPM) was born.

As BPM continues to be considered an important way for organizations to achieve a competitive advantage, senior management should be aware of IT’s ability to facilitate these processes. However, as the study pointed out, this isn’t always the case. In many organizations senior management’s reluctant to promote the strategic role of IT and instead, consider it just an automating tool.

This notion’s not only outdated but it also negates the entire philosophy of BPM, and the idea of developing new organizational capabilities.

So how can you overcome these seemingly insurmountable sentiments, standing in the way of cost-cutting, Business Process Optimization? According to the study, executives were most likely to be convinced of the almighty powers of IT when provided with substantial evidence of the following outcomes:

  • Assurance in the success of process re-engineering
  • Greater simplification in business process
  • Increased efficiency by at least 50%

So whether you are attempting to convince a coworker, boss, or yourself, being well armed with relevant examples of the above will come in handy.

Looking for relevant examples? Try the following case studies:

Topics: atlassian blog automation bpm business management practices process tips tricks continuous-improvement lifecycle operations
5 min read

Meet the New & Improved Bamboo OnDemand!

By Praecipio Consulting on Jul 17, 2012 11:00:00 AM

If you’re a Bamboo OnDemand subscriber, you could be forgiven for feeling a stab of jealousy every time a new batch of awesome features comes out for the on-premises Bamboo offering.  ”When, oh when, will it be my turn?”, you pined.  Well, if you logged into your Bamboo OnDemand instance this morning, you already know that the wait is over.   Bamboo OnDemand is now roughly on par with Bamboo 4.1.  ”Roughly”, because there are still a few differences such as not being able to install plugins or use commercial version control systems.

The collection of features now available in Bamboo OnDemand is large enough to fill a book (regular readers know I’m not one for brevity!).  My strategy here today is to call out the biggest n’ bestest of ‘em, and point you to resources that’ll take you deeper in. So bookmark this page.  Reference it.  Love it. Repeat.

Better AMI Support

You’ll need to update custom any custom AMIs used by your build agents to make them compatible with today’s upgrade, but going forward this won’t be necessary.  In addition, BoD now offers a stock image for building on Windows as well as support for EC2 spot instances.

Read more about AMI & Agent Support here: Atlassian OnDemand Release Notes – July 2012

DVCS & External Repo Support

 

The people have clamoured for it, and so the people shall have it!  BoD can pull code from external Git and Mercurial repos hosted on Bitbucket, GitHub or on your own network.  That goes for SVN repos on your own network, too.  Using Git submodules?  No problem. Want to pull code from a hosted SVN repo and a Bitbucket Mercurial repo into the same build? Done.

Read more about DVCS & multiple repo support here: What’s New in Bamboo 3.3

Tasks

All your builders and post actions are belong to us Tasks.  Tasks are the granular steps that make up your Plan: checkout source code, call MSBuild, execute a script… etc.  Your existing builders were converted to Tasks as part of the BoD upgrade, and we think you’ll find it to be a great usability improvement.

Read more about Tasks here: Configuring Tasks

Manual Stages

Many users’ workflows require a set of requests and approvals for deploying code to an environment.  And many many users would like to compile, test and deploy to a QA env with each commit –but deploy to production much less frequently.  Manual stages let you construct a single pipeline, and add “gates” or “valves” to satisfy those use cases.  You’re welcome. 

Read more about Manual Stages (and other cool features) here: Bamboo 3.2 Release Notes

Plan Branches

For a couple of years, the developer community has been complaining that using short-lived branches to build new features simply doesn’t play nicely with continuous integration.  We’ve taken a big step toward proving them wrong.  As soon as Bamboo knows there’s a new branch in your repo, it will clone any associated Plans and point them at the new branch.  Branches are automatically discovered in Git & Mercurial repos, with auto-discovery for SVN coming soon. Très facile!

 

Automatic Merging

Because automatic branch discovery wasn’t enough.  We wanted more!  With each commit to a branch, BoD can now grab code from a second branch, merge the two, run your Plan against the merged code, and if successful, push the merged code to either branch.  Great for ensuring longer-lived branches don’t drift to far from the main line, or for two developers collaborating on a feature using their own feature branches.

Read more about Automatic Merging here: Using Automatic Merges

Test Quarantine

When I was a test engineer, I would’ve killed for this.  But you don’t have to!  No more commenting out tests or dorking around with your suite.xml file.  Just click a button to neutralize a busted test.  It’ll still get run so you can see when it’s fixed, and you’ll see your count of quarantined tests on each build result summary so you don’t loose track of them.

Read more about test quarantine here: Putting Tests in Quarantine with Bamboo 4 (Yes, the zombie apocalypse has indeed arrived.)

Jira Issues

BoD has issues.  And how!  Forget all that inefficient context switching, and create Jira issues from any build results page in Bamboo.

Read more about Jira Issues here: Top 5 Reasons Creating Jira Issues from Bamboo Makes Your Team Awesome-r

Broken Build Tracking

Team leads and scrum masters have better things to do than hound people to fix the build.  With broken build tracking you can assign one person to be the default owner of broken builds for each Plan, or have responsibility assigned to users who made changes since the last passing build.  Bamboo will nag them on your behalf until the build is green again.

Read more about Broken Build Tracking here: Bamboo 4.1 Announcement Blog

Failed Stage Do-Overs

Everyone needs a do-over sometimes.  Maybe a build config needed tweaking.  Maybe your QA environment down just as you were deploying to it.  Re-running only the Stage that failed can save you a whole lot of time.  And time is money, so… yeah.

Read more about Failed Stage Do-Overs here: Bamboo 3.2 Release Notes

Onward!

Bamboo OnDemand is now resting on a more stable platform than before, so expect fewer stability hiccups going forward.  We’ve also made custom AMIs for your build agents easier (even updated the templates, so you might not need to customize at all!), and made Windows images available by default.  Très facile (redux).

But it’s also the end of an era.  This is the last announcement I intend to write about BoD upgrades.  Why?  Because they simply won’t be a big deal anymore.  We’ve retro-fitted our upgrade process such that BoD will be upgraded with new versions of Bamboo at the same time, possibly even before, those versions are available for installation behind your firewall.  This is one “good bye” I think we’re all happy about!

Topics: atlassian blog bamboo business enterprise management practices process technology collaboration information it lifecycle
1 min read

Jira 5.1 Released

By Praecipio Consulting on Jul 11, 2012 11:00:00 AM

We’re excited to announce the availability of Jira 5.1!

Jira 5.1 introduces a number of new capabilities for new and existing customers:

Inline Edit for Jira Issues

In Jira 5.0 Atlassian took the first step in making Jira easier and easier for end users – with new, fast Create and Edit dialogs.  In Jira 5.1, field edits, transitions, comments, and all your Jira actions can happen faster than ever.  With inline edit, any Jira field can be edited from the View Issue Page. The speed at which users work in Jira is dramatically changing on a daily basis.

Performance enhancements for large Jira instances

We know this is a big one for many of our largest clients. In Jira 5.1 two teams have been dedicated to performance: a Jira performance improvements team and a company wide Atlassian Performance Engineering team, specifically focused on Jira performance for large instances above 200,000 issues. Atlassian’s repealed the 200,000 issue limit as a result of the improvements, including a 40% improvement in throughput.

Issue Collector

The Jira Issue Collector lets you embed pre-configured or custom feedback forms into any web application or web site, so you can collect feedback, and use Jira to assign feedback items, or put them through workflow.  If you’re looking for a great demo for Jira, the Issue Collector is a great one: how to expose the power of Jira in a simple manner to people both inside and outside of an organization.

Lots More

And 5.1 comes with a whole lot of other enhancements: Disabling users, automatic time zone detection, improved search for Jira to Jira Remote Issue Links, and more than 42 new feature requests implemented and over 840 votes fulfilled.

Topics: jira atlassian news blog business efficiency management practices process product-services value lifecycle
1 min read

Information Economics and Confluence: Putting the I Back into IT.

By Praecipio Consulting on Jun 27, 2012 11:00:00 AM

When it comes to IT, why do most organizations focus more on the T in technology than the I in information? The purpose of a good IT infrastructure’s to prevent information asymmetry and the implications that come with it. By properly managing your company’s information network you can create value through better decision-making.

Information asymmetry occurs when one party has more or less information than another. This can result in bad decision-making, and at times, unethical decisions. Regardless of the industry you operate in, treating information as an economic resource allows your business to yield higher than expected payoffs, resulting in a competitive edge.

The need for better collaboration both within and across business processes is a problem our clients come across often. Luckily the solution’s one we pride ourselves on offering.

Atlassian’s Confluence serves as an organizational wiki, connecting employees to information and each other. Confluence allows users to create, share, discuss, and discover documents, ideas, Jira issues, specs, mockups, projects – anything. By connecting your entire business in one place, Confluence allows for better integration. We love it and so do our clients!

Topics: atlassian blog bpm business confluence enterprise management practices process technology value collaboration information it
1 min read

Lean Thinking- Reducing Process Generated Waste

By Praecipio Consulting on Jun 18, 2012 11:00:00 AM

Lean thinking allows organizations to determine value, and organize their value creation processes in a specific sequence. This fundamental understanding of the value stream allows organizations to dived their work processes into:

  • Value-adding activities
  • Required non-value-adding activities
  • Non-value-adding activities

It’s important to note that while organizations can specify an associated value with a process; value’s inherently determined by the consumer – your organization had better have a clear understanding of what that is.

Lean thinking also affects the flow of your production processes by emphasizing a continuous product flow, pulled through by customer demand – ensuring that nothing’s built until it’s needed, and what’s built is in fact needed by its end-user. As Lean thinking’s applied to your specific business model you’ll  inherently perfect your product through the constant process of identifying and removing waste.

Lean + Agile = Better Business Practices

We prefer to look at Agile as more than just a methodology, but also as a way businesses can reduce process – generated waste and non-value-adding activities.

Think of a value system instead of a process. Software development’s too difficult to waste time pouring over things that don’t matter, and it’s extremely inefficient for the organization at hand. From this viewpoint we can apply lean thinking to Agile development.

To effectively understand the meaningful roles these approaches can have, we must first examine their application. From this point of view, Lean represents a set of principles that help guide our ideas and insights about Agile. Lean thinking should be viewed as a set of value-maximizing principles that don’t change over time, and Agile development as an application of principles to a particular situation. Agile principles are specific to each environment and should change to fit the task at hand. Here it’s easy to see how Lean thinking concepts expand upon and improve the framework of Agile methodology.

Topics: blog scaled-agile automation bpm business efficiency management optimization practices process process-consulting value continuous-improvement lifecycle operations
3 min read

Don't Let Your Software Dictate Its Own Life

By Praecipio Consulting on Jan 11, 2011 11:00:00 AM

It’s natural for us to neglect maintenance. It works like this:

  • You have a problem that needs to be fixed.
  • You neglect the need for awhile because it’s not “bad enough” for you to spend money on it.
  • The problem worsens; the need intensifies. Extra work is done to keep things running.
  • The need is prioritized. But the solution is too expensive.
  • The problem worsens even more. Tons of extra work is done to keep things running.
  • The money spent on temporary solutions nears the total cost of a solution.
  • You purchase a solution to the problem.

Now, after all that trouble, money, and wasted time, the last thing we want to do when we procure a solution is devote work to maintaining it. It’s true with any solution. When you buy a new car, you don’t want to deal with changing brake pads during your first month of ownership. When you fix a problem, you are physically and emotionally pre-disposed to exalt the solution as ultimate redemption and not think about the problem. The problem is fixed. There are no more problems.

But you can’t do this with software, even though every ounce of yourself inclines you to. Even if your business spends $1 million implementing a new do-it-all software solution. No matter how much you paid, the cost doesn’t mean your maintenance / future planning responsibilities don’t have to exist. If you don’t actively ensure your software is:

  • integrating effectively with your business processes,
  • integrating effectively with other software / systems,
  • adapting to future needs,
  • responsibly maintained,
  • used properly by employees,
  • compliant with industry trends and best practices,
  • and kept cost-effective,

…you effectively (and unintentionally) make your software fail. Indeed, in most cases, new software that becomes obsolete to the business within a year of its implementation is often the result of:

  • Misuse / lack of proper training. Employees who lack a knowledge of what the software can do, how it works, and how it improves their work, they won’t be able to see the advantage of using it – and more importantly, they won’t be able to use it right. Document management software, for example, can quickly become messy and disorganized if employees don’t understand how it’s supposed to be used. That’s a major setback to progress – and could create a problem worse than the original one.
  • Poor adoption rates / internal advocacy. Closely relating to misuse, if the solution isn’t “marketed” internally, employee buy-in could flounder. Preparing employees for a solution is a key part of the implementation process. Few people love change, and businesses can’t expect employees to react well if change is spontaneously legislated from their point of view.
  • Lack of integration with business processes. If a software solution doesn’t integrate with business processes, it doesn’t improve an organization. Period. And the more business processes it integrates with, the more valuable it becomes. Great software improves process, and improved process makes the business more profitable by trimming costs.
  • Lack of integration with other software / systems. A single software rarely solves every business problem. Multiple softwares are usually leveraged for different purposes. Since business processes throughout an organization impact one another much like those of a living organism, processes are interdependent. They interact with one another across departmental lines. Process management software will therefore interact with other systems – making integration a must for success.
  • Lack of compliance with industry trends and best practices. Keeping up with software trends is crucial in this day and age. While it’s costly, it keeps your company marketable and ensures access to support services. Adopting a software that was last updated in 2002, for example, will render you irrelevant to the times, which speaks about your organization. Best practices such as ITIL are derived from industry-leading successes. They pave paths of success for others to follow. Staying on the cutting edge and doing it right are required to remain healthy and progressive. Not doing so can leave you in the dust.

Don’t let your software dictate its own life. Planning is as important the day after “go live” as it is the day before. A software that’s prepared for, well-maintained, well-integrated, and supported with forward-thinking will yield the highest long-term ROI to the business.

Topics: blog bpm business management practices process software tips tricks company compliance cost-effective itil organization
3 min read

The Consulting Relationship: How the Client and Consultant Achieve Success

By Praecipio Consulting on Jan 12, 2010 11:00:00 AM

Who ultimately determines the success of a technology consulting project? The consultant? The client’s primary contact? The client’s employees? One might say the consultant is ultimately responsible for their improvement’s success or failure, since he or she designed it. Another could contest this, saying the primary contact is equally responsible since they usually approve or disapprove of the design and ensures the adoption of the technology in their firm. But what about the employees? They’re usually the ones using the technology, so don’t they determine whether the consulting venture bears fruit for the client?

This illustration proves that all three parties determine the success or failure of a consulting project.

  • The consultant provides a successful set of solutions, best practices, and frameworks to the firm
  • The primary contact acts as a liaison between the consultant and the firm
  • The employees, after training, apply and execute the solution and make it successful

Consulting should involve a positive, collaborative relationship between these three parties. Within this relationship, success is won or lost by how effective and organized the three parties communicate with each other. We believe communication in this context should be clear, concise, and supportive. Since the client’s employees are the ones who make our solutions worthwhile to our client, their engagement and well-being are important to us.

Here are some ways we promote effective communication in our service:

Marketing our service or product to our client’s employees early
As soon as the consultant and primary contact agree to begin working together, employees should know. Let them know change is coming early so they won’t be surprised when it does come—without making any promises you can’t keep. Telling employees when and why the change is needed, and how the change will happen early will ideally squash any false rumors and make employees valuable.

It may be useful in this early phase to gather feedback from employees on the desired change, to better engage employees in the consulting process and make them feel like they had a hand in deciding what the solution would look like, since they’re the ones who will use it. As consultants, we’re pleased when our client’s employees are engaged in our process.

We engage our client’s employees in our 5-step integrated delivery methodology, guiding our client through the Discovery, Design, Development, Activation, and Transfer of their solution. For example, during the Discovery step, we work with employees to map out our client’s business processes. Employees often help us pinpoint process problem areas like bottlenecks, capacity issues, delays, or waste. We then work with employees to create a solid base for developing process solutions. In the Design and Development steps, we work with employees to identify a process’ input and output sources (data points), allowing us to tailor our solution to fit our client’s processes.

Let employees get their hands on it
This too helps employees engage in the consulting process. Playing with the technology a firm is preparing to implement will help them learn to use it ahead of time, and will theoretically speed up their performance once they officially start using the solution in their business processes.

Spend time educating employees
While the employees can play with the technology ahead of time, they probably won’t have the time or ambition to “read the manual.” A training session(s) not only teaches employees how to use the technology, but helps reinforce the purpose of the change and answer any questions employees may have about the technology. Ensuring employees know how and why to use new solution to improve business process is essential to its success, no matter the cost of company time.

Celebrate and communicate success before, during, and after the project
A consultancy is a major business venture. A firm hires a consultant to give them a solution that will improve their performance and financial efficiency so much that it will not only offset the cost of the consultancy, but will yield a significant return long-term. Client management and employees each understand the risks and returns involved in such a venture; success is the only outcome that ensures the client’s are met by the consultant.

Project ROI’s aren’t always visible right away. Even if they are, not all employees involved in the consulting process will encounter them. There’s usually a lot of sensitivity around consulting projects, since the firm is paying a third party to implement an important solution for them. During and after the project, everyone involved will be carrying around binoculars looking for a sign that validates the money they’re spending.

With this in mind, communicating success to everyone involved in the project is essential. The client rightfully wants to know they’re getting what they’re paying for—something that will make them more efficient and profitable. Success not only boosts morale. It qualifies and legitimizes the project, and solidifies the client’s expectation of success.

Pay attention to how employees use the service or product
Remember, a client’s employees ultimately determine the success of a consultant’s solution. The amount of energy they put into adopting a solution, learning how it works, and integrating it into their daily operations determines whether the solution will improve a client’s business processes—and in turn their profitability.

We value our relationships with our clients. Practicing these values ensures our clients’ success and ability to accomplish their business goals on the shoulders of their employees.

Thirsty for more? Contact us here.

Image courtesy of Patrick Lane Photography.

Topics: blog automation bpm assessments business efficiency management optimization practices process process-consulting value consulting-services
3 min read

The Cost of Quality

By Praecipio Consulting on Aug 24, 2009 11:00:00 AM

The Cost of Quality (COQ) business model describes a method of increasing profits without increasing revenues.

Here’s how it works: COQ increases profit by shrinking business costs. If your business has a 5% profit margin, for example – and you decrease costs by 5% – you’ve doubled your profits. That’s simple enough, but how do you decrease costs?

COQ identifies the importance of shrinking costs without taking the usual cost-cutting measures like not buying everyone’s favorite pens or not stocking refreshments in the break room — the “let’s avoid morale buzz-kills to save a few bucks” approach to increasing profit. Instead, COQ promotes lessening mistakes and increasing business process efficiency.

Companies adopt and tweak COQ to reflect their business goals and in turn their profitability. The model applies to not-for-profit businesses too: budgets are tight; grants, revenues, or contributions may not increase, but the same valuable services need to be delivered with less and less money, right?

COQ is made up of three elements: conformance costs, non-conformance costs, and opportunity costs. We’ll explain these before we explain the rest of what the graphic illustrates:

Conformance Costs

  • Communicate
  • Review
  • Report
  • Status-Check
  • Inspect
  • Train
  • Validate
  • Benchmark
  • Test
  • Prevent
  • Plan
  • Preinstall
  • Check
  • Audit
  • Appraise
  • Survey
  • Evaluate
  • Proofread

Non-Conformance Costs

  • Fix
  • Repair
  • Rework
  • Retrofit
  • Revisit
  • Overstock
  • Re-do
  • Refer
  • Reorganize
  • Scrap
  • Error
  • Constraint
  • Incorrect
  • Excessive
  • Late

Opportunity Costs

  • Under-utilize
  • Cancel
  • Downgrade

Notice these three cost categories are not associated with the cost of producing the output. Materials needed to assemble a product (labor, supplies, etc) are not included. The three elements merely reflect the costs associated with the business process. As we always say, “the profit’s in the process.” The efficiency of your business processes determines your efficiency as a business. If you’re going to maximize your efficiency and profitability, you need a sound understanding of the cost of quality.

Think about it: process is where value is added and where profit is made. Consumers don’t squeeze oranges to make juice anymore. Okay, maybe on rare occasion, but who cuts down trees and processes timber as a raw material to make paper?

The cost of quality is associated with the cost incurred to ensure process outputs (products and services) meet customer requirements. For example, let’s say Company A manufactures pens, a process that takes ten steps to complete. About half of the time, the process works effectively, and high-quality pens are made. The other half of the time, however, is plagued by faulty manufacturing— lackluster execution in the assembly process. As a result, Company A has to keep half of its pens in its shop for a bit longer for fixing/repairing, incurring non-conformance costs. This leads to a lack of consistency. Ultimately, this waste is passed onto the customer with an increased price per unit and/or inferior product— making it more and more difficult to compete.

That’s why COQ’s biggest cost adjustment occurs in reducing non-conformance costs— tightening the process and ensuring customer requirements are met. This may require spending extra money to do some work over again.

Now, to run through the graphic:

  • Conformance costs are important and help ensure a business’ success and stability. when optimizing your business, conformance costs should stay the same or in many cases increase.
  • Non-conformance costs, as we’ve mentioned, need to drop significantly— though you can never expect to be without them, strive to get rid of them.
  • Opportunity cost is the value of the next best choice. It’s the “what could have been.” If a business is suffering from non-conformance costs, the “what could have been,” is higher in the left portion of the graphic, where non-conformance costs are much higher. If a business is succeeding financially, there is little “what could have been,” therefore reducing the opportunity cost.
  • Operating costs are constant. They’re the costs of a business’ building, utilities, licenses, etc— which fluctuate, but not enough to factor into this model.
  • Profit looks like this: $$$. Reducing non-conformance generates more $$$.

So, how do you reduce non-conformance? Remember: the $$$’s are in the process.

Would you like more from us? Contact us here.

Topics: blog bpm business efficiency library management practices predicatability process services technology value continuous-improvement information infrastructure it itil itsm operations
1 min read

CMDBs: The Secret to High IT ROI

By Praecipio Consulting on Jul 9, 2009 11:00:00 AM

Just what is a Configuration Management Database (CMDB)?

For starters, it’s not a database—or, rather, not merely a database. A CMDB is a virtual warehouse holding information from every nook and cranny of an information system. CMDBs show which system components are needed to create efficient business processes. It can be seen as both an encyclopedia of IT services and a DNA map of a business’ IT environment. It’s a decision support tool.

ITIL v2 defined a CMDB as “a database that contains all relevant details of each CI (configuration item) and details of the important relationships between CIs.” ITIL v3 now defines a CMDB as “a database used to store Configuration Records throughout their lifecycle. The Configuration Management System maintains one or more CMDBs, and each CMDB stores attributes of CIs, and relationships with other CIs.”

A product of the Information Technology Infrastructure Library (ITIL), CMDBs are important because they align technology with business process. An example of this? It’s common sense that without timely information, bad decisions can be made by the business unintentionally. ITIL-based CMDBs control workflows, and use a workflow to manage and collect process metrics and present them logically and accurately.

While there are many variations of CMDB workflows, five common high-level steps include:

  • Identification: To put it simply, “identifying” IT components and their inclusion in the CMDB.
  • Status: Recording of the status of all CIs in the CMDB, and keeping them updated.
  • Control: The management of CIs, indicating who is authorized to ‘change’ each one.
  • Status: Recording of the status of all CIs in the CMDB, and keeping them updated.
  • Verification: Reviewing data to make sure the CMDB is accurate and timely.

A properly implemented CMDB system can save an enterprise quite a bit of cash. There are, however, some direct overhead costs associated with the data capture process itself. The CMDB’s ROI will depend on the quality and reusability of the data it monitors, company size, and business strategy.

The CMDB bottom line: the more automated and consistent asset management methodologies become, the higher the ROI will climb. CMDBs allow businesses to become more efficient internally and more effective in their market.

Would you like more from us? Contact us here.

Topics: blog automation bpm business efficiency library management practices process technology value continuous-improvement information infrastructure it itil lifecycle operations
1 min read

Implementing Cost-Effective IT Operations: Our Methods, Your Results

By Praecipio Consulting on Jun 23, 2009 11:00:00 AM

The Information Technology Infrastructure Library (ITIL) is a comprehensive documentation of best practices in IT Service Management; the library consists of a compilation of texts providing guidance for the successful delivery of IT services. ITIL was developed due to business organization’s growing dependency on IT.

This dependency comes as organizations are implementing the use of innovative information technologies to simplify and speed-up business processes ultimately lowering costs—dramatically increasing the need for high-quality IT services. We provide a well-designed implementation framework for the delivery of operations improvements and initiatives based on ITIL best practices. We’ll help you go from ITIL theory to the practice of implementing an IT Service Management Solution.

Our steps:

  • Assessment – Define and prioritize
  • IT Management Strategy – Determine current and future needs
  • Service portfolio definition – Catalog and understand services
  • Solution design – Ensure integrated approach solves problems
  • Solution deployment – Deliver, transfer and transition

Your results:

  • IT-Business Alignment
  • Cost savings
  • Operational Excellence and Maturity
  • Maximized ROI on Business’ Investments in IT
  • Predictability

We love helping others—especially with IT.

Would you like more from us? Contact us here.

Topics: blog library management practices services technology continuous-improvement information infrastructure it itil operations
2 min read

SharePoint and Process Management: A Match Made in Software Heaven

By Praecipio Consulting on May 11, 2009 11:00:00 AM

Microsoft SharePoint is debatably the best business information and document management platform on the market—that is, if it is used correctly.

Microsoft’s goal for SharePoint was to provide a simple, familiar, consistent user experience, integrating a variety of applications (email, document storage, data sheets, etc).  Supporting embedded process management modules and the ability to host web sites that access shared workspaces, SharePoint’s management platform can potentially save businesses money by:

  • reducing man hours, increasing the use of electronic forms and allowing faster locating of information
  • reducing printing, paper and associated costs by increasing the use of electronic forms
  • reducing response times and problems associated with lags by allowing employees to have instant access to shared, well-organized data
  • reducing IT support and training costs by offering such a versatile and inclusive platform.

Praecipio Consulting has taken full advantage of SharePoint’s capabilities; for this reason, it has proved remarkably valuable to our business operations. We have deliverable reference, technical, and white paper documents stored for easy, simple open-source access. We also boost our employee productivity by simplifying everyday tasks like reporting common business activities and issue tracking. We even base our accounting operations in SharePoint by allowing our employees to log hourly time and company expenses, governing these operations by making use of SharePoint’s ability to specifically restrict the privileges of individual employees. These restrictions can also be imposed on the editing of important business documents—SharePoint allows authors to create and submit content for approval and scheduled deployment to the Internet. We can therefore effectively manage and re-purpose our content to gain increased business value. Our mindful leverage of SharePoint’s abilities and applications has helped us benefit practically and financially as a business. We value our learned expertise and best practices, and hope to assist other businesses in benefiting from SharePoint in the ways appropriate for them. However, again, SharePoint will likely prove useful to a business if they use it to its full capacity.

SharePoint can be an expensive investment when purchased through Microsoft. Server license prices increase incrementally depending on the size of your business; pricing can steep dramatically with larger companies. In addition to setup and purchase costs, of course, one must consider the cost of training employees to use it and the cost of support from Microsoft (given its clout, Microsoft is able to demand a high price for its support services, which is otherwise unheard of).

In order to save our clients money, however, Praecipio Consulting offers SharePoint hosting servcies. In the past we have driven our clients’ Microsoft Exchange costs down to an affordable monthly price and now offer our clients affordable SharePoint/Microsoft Exchange services. Finding an intelligent, affordable, professional SharePoint hosting provider can be difficult and nerve-wracking, but Praecipio Consulting’s new service provides our clients with a convenient, cost-efficient hosting of their SharePoint instances.

Now, another concern businesses considering SharePoint may have:  SharePoint works best with the Microsoft family; it was meant to integrate the Windows OS, MS Office, Internet Explorer, etc. If a business is looking to collaborate with traveling teams, clients, and partners, they must keep their fingers crossed in hope that such cross-platform interaction will work smoothly. Microsoft obviously desires and nearly induces a full commitment from its customers, and logically has no reason to design its services to run quickly and smoothly in non-Microsoft environments. Fortunately for our clients, we have the ability to implement other frameworks into our SharePoint platform in the event a client operates in a non-Microsoft environment—a huge asset that sets us apart from other SharePoint hosting providers.

If your business plans to take full advantage of SharePoint’s advanced abilities—SharePoint can become a valuable asset to your business and its ability to collaborate with open-source technology.

If your business plans to take full advantage of SharePoint’s advanced abilities—SharePoint can become a valuable asset to your business and its ability to collaborate with open-source technology.

Would you like more from us? Contact us here.

Topics: blog bpm business enterprise management practices process sharepoint value collaboration continuous-improvement operations

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