Moving to Jira Software: how to manage boards/roadmaps correctly

[davidemigliacci]

Hello everyone,
We need your support to understand how to configure Jira for our needs:

Using Jira we would like to map the planning on the quarter / semester / year based on:

• Customer projects
  • New implementation projects;
  • Short-term software evolutions;
• Product roadmap
  • Product features (which derive from a pre-established roadmap)
  • Product evolutions arriving from customers and entering the pre-established roadmap.

Several work groups are involved in the management of these initiatives. In general we are structured like this:

• 1 customer project can be managed by several teams
• 1 team has its own product roadmap
• 1 team has a subset of (epic) cards for each client project it manages (i.e. Client 1 - Epica 1, Client 2 - Epica 2)
• 1 team can manage software evolutions (Client 1 - Evolution 1, Client 2 - Evolution 2)

In our mind, we would like that each team have their own board to carry out the planning (generally a 10-day sprint), further more that the boards have the activities that refer to:

• Customer projects
• Product roadmap
• Bud of product
• Customer bug

There are also several ticketing tools to map bugs / evolutions that flow into these boards and open type cards:

• Product bug (which must be related to the product roadmap)
• Customer bug 

We would also like the PM to have visibility on the portfolio of their projects and for each project to see:

• The epics
• The progress of the project that can be represented by the customer
• Epic with% progress compared to the completion of the cards assigned to the various teams

We would also like to know if:

• Epics and cards can have additional attributes that can be integrated with other information systems. Ex:
  • Economic attributes of revenue, cost
  • Hours worked
  • Etc.

How do you advise us to structure everything?

Are there any local experts with whom we can talk in case of need for support?

[Dave Rosenlund _Trundl_]

Hi, @davidemigliacci. Welcome to the Atlassian Community.  It sounds like you should def. talk to a local expert or two to get moving in the right direction as, based on your description, you may want to add a Jira app or two to your configuration.     

In particular, Tempo Timesheets or something similar comes to mind. And you may want to have a project portfolio management tool, too, that complements Advance Roadmaps. Advanced Roadmaps tends to be better for planning (vs. in-flight project management). There are marketplace apps that are better at managing in-flight things.

This marketplace search will help you get a feel for that.

https://marketplace.atlassian.com/addons/app/jira/top-selling?hosting=cloud&query=cross-project 

A local expert can guide you through the decision process. You can find those in the Atlassian Partner Directory.

Hope this helps get you pointed in the right direction,

-dave 

P.S. I work for an Atlassian Marketplace app vendor who makes some of the products that will show up in some of the suggested searches — but you will see lots of other options, too.