Welcome to Jama Software, and congratulations on your investment in modern requirements management! Now comes the work — getting your teams up and running and using Jama Software to its full potential. Fear not, however. Your Jama Software onboarding experts have come up with ten simple activities to start thinking through while you kick off your deployment.
Outcomes: Identify and document the key business outcomes you plan to achieve by using the Jama Software solution. Include key challenges and known opportunities for improvement. Ensure outcomes and challenges are concrete, measurable and meaningful.
People, Process, Data: Collect and document near-term changes. Identify all the people and teams throughout the process who will be engaging with Jama. Consider the expanded stakeholders, including customers and teams charged with business strategy, planning, development, test, and go-to-market activities.
Decision-Making: Understand and capture who should be involved in informing and making decisions about the approach and design for using Jama Software. Decisions include things like:
- How do you change how your teams communicate digitally — is it via formal review and approval? Or informal feedback?
- How will you change existing processes to incorporate new capabilities offered by Jama Software?
- How will you come up with naming standards?
- What data should or shouldn’t be synced with integrated systems?
- How do we organize and structure information in Jama Software?
Sponsorship: Identify or executive sponsor to help promote the importance of the initiative across your organization and help clear major roadblocks as they arise. Determine how involved they want to be in the rollout and how best to keep your sponsor informed.
Impact: How will introducing Jama Software to your users impact their work stream? Be prepared to explain the benefits of Jama Software - how it will better workflows and how it will support corporate objectives.
Project Plan: Your rollout plan should outline your desired deployment approach, identify initial projects to start with and set forth a high-level timeline. Obtain preliminary resource commitment and buy-in.
Communication: Think through how you are going to generate excitement for Jama Software and show progress. Make sure to give people context for why this is important, along with the what and the when. Your plan should capture how you’ll communicate with different teams and stakeholders in the organization.
Training: Determine the way your organization learns best and incorporates tools into their work (e.g. classroom or self-paced, formal or informal, third-party trainer?) Establish a process and resources to onboard new users. Figure out how much training users need, by role, to become proficient using Jama Software. Depending on your services agreement, you may have access to video tutorials, e-learning, help documentation, and instructor-led training provided by Jama Software.
Support: You will likely get questions from users about using Jama Software. You will also be handling administrative tasks such as managing users and permissions. Understand how technical issues will route to Jama Software’s Support team. Jama Software’s Support Community is another useful resource for information and assistance — make sure your users are aware of it.
System: Ensure you have aligned the environment, resources and system settings for operating Jama Software with your expected usage*. Determine how you will manage updates to the software over time and maintain the database, servers, and services. If you are looking to integrate Jama Software with other systems, ensure you have access to administrators for those systems.
*specific to Jama Software Self-Hosted customers