I help teams at all stages of the transition process
- Process design and implementation
- Workflow scheme design and implementation
- Permissions & notification scheme creation
- Jira instance refinement & improvements
- Migration planning & management
- Documentation creation
- Training (management & ICs)
- Post-migration refinements & optimizations
Whether you are…
Starting from scratch
Want to start fresh in Jira but unsure of where to begin? I can configure your instance to perfectly suit your needs, configuring all aspects of your instance.
Wanting to make improvements
Are you (or is your team) unhappy with the current Jira setup I can work with your team to improve and optimize your existing configuration.
Ready for a full migration
Migrations to Jira can be very complicated and stressful. I will set your team up for success with a full migration from your existing tool, and train your team on the end result.
Overview of my process
1. Meet
I will host a roundtable discussion with key players on the team, finding out the pain points they are having with the current development process.
2. Review
Are you using Jira but not to the full extent? Are you using Asana, Trello, Teamwork or Basecamp for complex software development? I will review your current tool set setup.
3. Design
Using the discussion points from your team and review of your current tool set as guidance, I will create a custom development process that will work for you and your team.
4. Plan
If a migration is needed, I will then design a custom migration plan for your team to migrate from your current service provider.
5. Migrate
I will run the migration from your old tool to Jira, ensuring all data is imported as expected. This is often the most complicated step.
6. Document
I will create detailed documentation and instructions for your team members in order for them to understand the configuration.
7. Configure
I will customize your tool instance for your team’s needs, including: issue type types, projects, workflows, and all schemes (issue type, custom field, screen, notification, permission, etc).
8. Train
I will train your team on how to use this new process. This includes initial training sessions as well as being available by slack or Zoom for questions during the implementation phase.
9. Perfect
As you use your new workflow, sometimes you might need to make some tweaks. I schedule follow-ups at 1, 3 and 6 months to check in with the team and make any required changes.
“Working with Erica has set up our team for success, and improved our engineering productivity, especially as we grow.”
— Mike Vesia, Co-founder of ClinicSense