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5 Tips About Operations Management in Jira

You can't control everything! But you must be prepared to make the right decisions when things go wrong. And operations management allows you to effectively control your company's performance. This is especially important for SaaS businesses because if they don't deliver, you have lost absolutely nothing. In fact, you haven't even spent a penny. This is why a good operational plan is so important. It will help you respond effectively when problems arise.

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How to implement Operations Management in Jira?

Getting things done, delivering value, and achieving results – are the keys to successful operation management. To help you drive these behaviors and to boost productivity, we've put together a short guide on how to implement Operations management with Jira.

1. Set Up the Jira Project And Database Design

The first step to successfully implementing Operations management is to set up the Jira project and database design. It's important to note that this step isn't just about Jira; it's about the workflows and processes that will help you manage operational tasks effectively. So, let's start by setting up the Jira project.

2. Establish Clear KPIs And Perform Regular Analysis

The first thing you'll need to do after setting up your Jira project is to establish clear KPIs and perform regular analysis. This step is important because it will set you on the right path to effective operational management. To establish clear KPIs, create key performance indicators (KPIs) for the different areas of operational management (e.g., project management, resource management, and delivery management).

3. Create Workflows For Key Tasks

Let`s move on to the next step – define and establish clear routines for the different areas of operational management. To do this, you need to use workflows. A workflow is a process that will automate tasks and behaviors. For example, you can create a workflow that will send an email to the project manager, resource manager, and delivery manager each time a new product has been started.

4. Identify Key Tasks And Roles

Once you've automated the routine tasks and behaviors, it's time to step back and examine your workflows. This is important because it will allow you to establish a clear picture of what needs to be done and who is responsible for doing it. To do this, you need to examine all of the different tasks within the workflow and establish a list of the key tasks and responsibilities.

4. Assign Roles Based On Responsibilities

Once you've defined the key tasks and roles, it's time to assign them based on their responsibilities. For example, you might want to have the opportunity to assign a project manager role to your junior developer. This role would then be responsible for leading the project and ensuring that it is delivered according to plan.

How Jira BPM Can Help with Operations Management?

In case, you need to implement operations management and maintain SOPs, try out Business Process Manager add-on. You can use it in any department to build transparent procedures and control team performance.

  • Create a process template.
    You can schedule ready-to-use templates and they will start automatically. You just need to specify the date or recurrence, assignees, approvers, and others once. Or create a custom one with as many steps(Jira issues), as you need. 


  • Assign tasks.
    Choose the project and issue type to place the issues. After that, choose the assignee(s) to get the job done.
  • Automate task approving.
    Using the approver feature in BPM can minimize the need for human judgment when it comes to detecting mistakes. It also saves you time by forcing the submitter to take responsibility for their errors, encouraging them to be more careful in the future.
  • Monitor the progress.

Real-time tracking offers an immediate understanding of every single procedure. Can you find out if the procedure has actually begun, is still ongoing, or has been completed? Are the target dates being adhered to? There is a development scale to assess the scope of the process. Each step is a corresponding Jira task that you can track in the Process tab



As you can see, there are many different ways in which you can implement operational management in Jira. The key is to set up the right processes and engage with everyone in your company to ensure that operational tasks are being performed effectively. Using tools such as Business Process Manager, you can easily create tasks, define assignees, and track key performance indicators for the different areas of operational management. In this way, you will be able to easily keep track of all of the important details, establish clear responsibilities, and boost productivity – all while enjoying the freedom of working remotely.



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