This document provides tips for encouraging non-development teams to use JIRA and Confluence. It suggests selling the tools to administrators, developers, and non-developer managers by highlighting parallels to familiar concepts like folders, files, spreadsheets, and processes. It also provides examples of setting up simple pages in Confluence and configuring features in JIRA to make the tools easy to use.

1. • JAMES P. HILVING • SOFTWARE ARCHITECT • MASERGY COMMUNICATIONS JAMES.HILVING@MASERGY.COM • @JNETNIX
How to Encourage Non-Development Teams
to Use JIRA and Confluence

2. Topics
Sell to Administrators and
Developers
Sell to Non-Developer Managers
and Users
Execute in Confluence Execute in JIRA

3. Sell to Administrators and
Developers
BE LAZY

6. CHANGE HISTORY MACRO
TASK LISTS
JIRA ISSUES MACRO
Confluence Tools
VIEW TRACKER

7. ISSUE COLLECTOR
JIRA Tools

8. JIRA Tools
PUNCH-THROUGH
(CREATEISSUEDETAILS!INIT.JSPA?)
CreateIssueDetails!init.jspa?
pid=10852&issuetype=3
&summary=Test%20a%20Punchthrough%20URL
&description=<hey%20user,%20enter%20useful%20stuff%20here>
&labels=hell_yea

9. SAVED JQL FILTERS
JIRA Tools
project = ABC
AND issuetype in (Problem, Inquiry, "Service Request")
AND statusCategory != Done
AND (
updated <= -1h AND priority >= Critical
OR updated <= -4h AND priority = Major
OR updated <= -12h AND priority = Minor
OR updated <= -1d AND priority <= Trivial
OR status = "To Do"
)
SIMPLE
ADVANCED (DO NOW)

10. DATABASE CUSTOM FIELD
(KEPLER-ROMINFO)
JIRA Tools

11. JIRA Tools
JEMH
(JIRA ENTERPRISE MESSAGE HANDLER)

12. Sell to Non-Developer Managers
and Users
SOME CHANGE

13. Semantics
“ The meaning of a word, phrase,
sentence, or text. “

14. FOLDER ON YOUR HARD
DRIVE
OLD WAY
Confluence Parallels
NEW WAY
PAGE INSIDE A SPACE

15. SUB-FOLDERS IN YOUR HARD
DRIVE
OLD WAY
Confluence Parallels
NEW WAY
A PAGE UNDER A PAGE

16. CONTENTS IN A FILE
OLD WAY
Confluence Parallels
NEW WAY
A PAGE

17. FILENAME-V2.DOC
FILENAME-V3.DOC
OLD WAY
Confluence Parallels
NEW WAY
PAGE HISTORY

18. SAVE FILENAME-V3.DOC AS
PDF
OLD WAY
Confluence Parallels
NEW WAY
EXPORT AS PDF

19. ORGANIZE FILES BY FOLDER
OLD WAY
Confluence Parallels
NEW WAY
ADD LABELS, AND LABELS,
AND MORE LABELS!

20. SPREADSHEET OF TASKS
OLD WAY
JIRA Parallels
NEW WAY
ISSUES

21. DATA AUTO-FILTER IN A
SPREADSHEET
OLD WAY
JIRA Parallels
NEW WAY
JQL SAVED AS A FILTER

22. SPREADSHEET TO REPORT
ON STATUS OF TASKS
OLD WAY
JIRA Parallels
NEW WAY
DASHBOARD

23. DOCUMENT PROCESSES AND
PROCEDURES IN FORMAL
TRAINING
OLD WAY
Confluence/JIRA Parallels
NEW WAY
CONFLUENCE PAGE WITH
PROCESSES AND
PROCEDURES THAT LINKS TO
JIRA JQL

24. Execute in Confluence
SIMPLE & FAMILIAR

25. Example - Revenue’s New Home

26. Example - Revenue’s Home

27. Example - Revenue’s Home Today

28. Make It Easy To Add Content
CREATE FROM TEMPLATE SHOW AND SEARCH

29. Example - Test Equipment Page

30. Execute in JIRA
LET IT GROW

31. Step 1 - NO!

32. Step 1 - NO!

33. Step 1 -YES!

34. Add a Queue

35. Add a Cancel

36. Wait on Things

37. Change Control

38. Change Control
STATE MATRIX

39. JIRA Landing Page
CONFLUENCE PAGE

40. BE LAZY
SOME CHANGE
(Semantics)
SIMPLE & FAMILIAR LET IT GROW
Topics

41. Thank You
• JAMES P. HILVING • SOFTWARE ARCHITECT • MASERGY
COMMUNICATIONS JAMES.HILVING@MASERGY.COM • @JNETNIX