Jira + Confluence – Requirements for the Consultant

1. Statistics / Reports

One of the main problem connected with creating Reports or gaining Statistics is Time Tracking.
Please check if continuing using TimeDoctor as a Time Tracker is possible to save spent time for each task to the Jira + using this time in the reports (see the spent time for each task / sprint / project overall)
OR Propose the alternative for tracking tool which allows creating user-friendly reports, Jira saving spent time
❗️Important for us in using TD is overview of the dev’s work (there is a Dashboard which allows us to see what dev is doing at the moment / in the selected date or time range; available tool for making screenshots) + we using it as a billing tool for our Clients.

Operation Statistics per Team (internal)

Issue: Management team want to measure Teams’ (dev, QA, PM) KPIs by having statistics for the following points👇🏻 .
The stats should be:
– available for each project,
– presented in the user-friendly way (charts, tables),
– automatically updated (saved formulas, filters) OR easy to gain,
– easy to filter by date range / sprint, project, user

Developers:

• How many tasks were returned from QA to development: by developer / project
  (basically, analyzed quality of developers and the whole project)

• How many tasks were reopened after QA: same as above

• Estimated vs spent hours per page (task) / project

QA: 

• How many bugs were open by client 

• Estimated vs spent hours per page (task) / project

PM:
(General list of all projects which each PM has)

• How many project each PM has

• Status of each project

• See the deadline of each project

• How many missed deadlines on the project, is project behind the schedule/overbudget?

General reports per Project (internal)

(Similar to Stats for PM team, but in separate Dashboard if possible)

• Board of all projects by status: active vs support projects, and ability to filter by PM

• Timeline of the project with final deadline – which task on what stage, and their progress

Reports for Clients by Project (external)

Issue: We’re currently using TimeDoctor’s standard reporting system for creating general Reports regarding Project’s time spent, but it doesn’t give us “full picture” for the most demanding Clients.
Ideally, we want to have more detailed statistics and be able to share it with client in user-friendly format (f.e. pdf).

• How many tasks were closed

• Estimated VS Spent time

• Spent time for dev / QA

• How many bugs VS CR

2. Automatization

Project / Tasks

• Possible to automate project creation (tips and advices are welcome)

• Pick the standard Workflow scheme (few options) during creating New Project + Columns on the Board are auto-created per Scheme

• Add Confluence page with Project Passport template automatically to the New Project

• Generate tasks templates that should be done on all project

• Automate task creation based on estimation file
  (estimation is created in separate Google Sheet)

• Support form – to get support tickets submitted and converted in Jira board

• Converting feedback doc (Google Sheets) into Jira Tasks

3. Confluence organization

• Organization of Spaces in the Confluence (visibility of connection between Projects spaces & PMs spaces)

• Create the space with all documentations / flows / checklists – user-friendly usability – dividing by teams (dev, PM, HR, QA)

• Create the space with all Projects and its details (Name, Duration, Link to the project passport) – to have the list with all projects for the Onboarding (HR team), Portfolio (Sales), ..
  (Accounts Partners → Projects, Requirements for account companies)

4. Processes set up

• QA must be a must-have process
  Without QA the task can’t be closed, subtasks are not required

• Code review board
  Separate board, which would be available only for TeamLeads, when task go to the “Code Review“ status → it appears on separate “Code Review“ board as well
  Front-end tasks comes to one a separate person front-end/back-end

• Support board – set up priority, most urgent goes on top

• Integration Jira + GitLab
  Our devs are making via API – we have local GitLab server

• Invite Client to the specific project
  We are currently creating a separate Permission scheme and Group for each Project, is it possible to make it more simple?