Phase Objective:
Create a plan and organize stakeholders for the successful deployment of Jama Connect®.
Phase Completion Checklist:
- Goals captured.
- Core team members and named support contacts are identified.
- Plans created.
- Existing process materials collected.
Capture the "Why"
Objective:
Define your objectives and set the vision for Jama Connect® to gain buy-in and support during your deployment and beyond.
Actions:
- Document your goals and expected positive business outcomes for the deployment.
- Identify the key capabilities of Jama Connec®t that will help you achieve your goals.
- Learn about the Levers for Improving Process Outcomes to determine how you will measure success through metrics.
Resources:
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Organize the Core Team
Objective:
Obtain the commitment of stakeholders who will support and provide necessary input into deployment decisions.
Actions:
- Identify and document key stakeholders (i.e., Core Team members) and their roles.
- Register for the Jama Software® Community for access to helpful information (have the Core Team members join as well).
Resources:
Identify Named Support Contacts
Objective:
Designate the individuals tasked with working directly with Jama Software Support.
Actions:
Resources:
Make a Plan
Objective:
Document and obtain agreement on key deployment activities, including timelines and training needs.
Actions:
- Document your Deployment, Communication, and Training Plans.
- Familiarize yourself with the Jama Software Success catalog to identify activities in your plan where Jama Software can help.
Resources:
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*Requires Success Program credits.
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Gather Process-Related Materials
Objective:
Gather existing process materials, document examples, and templates to support current and future state process analysis.
Action:
- Connect with key subject matter experts who are knowledgeable about identifying existing materials that will be in the scope of your Jama Connect deployment.
- Use the Onboarding Jama Connect template to capture information about documents supporting the current process.
- Collect other current process materials, such as process diagrams, procedure documents, and templates.
Resources:
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