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How to use the Onboarding Jama Connect® Site
Learn how the Onboarding Jama Connect® site is organized and how to gain the most value from it. Phases The site has been organized into phases intended to be followed in order: Ready, Set, Go, Check. The phases ensure you are prepared for both organizational and individual team member change. Links to the left allow you…
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Capture the "Why"
Consider This: Document and obtain agreement with your Core Team on the following: Current Challenges and Negative Consequences Future State (Goals) and Positive Business Outcomes Key Capabilities for Unlocking Positive Business Outcomes Metrics for measuring Goal achievement or progress These Goals will guide the scope…
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Make a Plan
Plan types explained: Deployment Plan Having a high-level plan helps identify the Who, What, and When (the Why is already captured). Communication Plan Executive & Core Team Status Updates: Regular touchpoints with the Core Team to discuss achievements and challenges. Go-Live Announcement: Celebrate the success of the new…
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Gather Materials
It is important to keep in mind that you are not necessarily collecting existing process materials to simply recreate the existing process in Jama Connect®. This deployment will bring a number of efficiencies to your existing process while allowing you to improve and/or introduce processes. That said, it is still essential…
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Analyze the Process
When analyzing your process, consider the following: Solidify the scope of the process to be supported by Jama Connect® (at least for initial deployment). Align capabilities and use of Jama Connect® with procedures for executing the in-scope process. Identify gaps between the process and the recommended use of Jama…
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Train the Jama Connect® Administrator
Consider the following: Have more than one person with Jama Connect® administration skills. It is best to always have a backup. The Jama Connect® Administrator should be involved in the process analysis work for exposure to the business objectives and process needs. Sometimes, there may be more than one option in Jama…
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Configure Jama Connect®
Consider This: Although highly configurable, Jama Connect® is intended to support process standardization across the organization and/or teams. As much as possible, look for opportunities to align process variations by identifying project and team-specific configuration needs that vary from the standard process. These…
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Import Data
Consider the following: As part of the planning activities, it is important to consider what existing work needs to be migrated to Jama Connect®. This may be determined while gathering process-related materials. For in-flight activities migrating to Jama Connect®, consider the cut-over plan for when data will be moved to…
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Integration
Consider This: When integrating systems, establish the right points of data sync, accounting for ownership of authoring and updating items. The goal is to avoid recreating systems in one another while allowing ease of connection and navigation across systems. Consider a recommended integration pattern identified by Jama…
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User Groups
Consider This: Permissions within a specific project can be managed by the Project Administrator (this is a Permission). When identifying Organization-level Groups and granting permissions as the Organization Admin, consider what is the appropriate level of Organization management vs. what can be further managed within the…