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Is there a Jira tool for customer portals for software implementation?

Joe Ellickson
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May 20, 2024

I am searching for a tool that can help our company with our implementation process and I am hoping I - considering we are a Jira support-driven team, and use Confluence as a knowledge base - to find a customer-facing solution to help manage our implementation process. In short, I'm looking for the Turbo Tax of software implementation tools. 

The goal is to have a customer-facing implementation portal to: 

  • Introduce each phase of the implementation process including:
    • sections for each module
      • purpose, value, directions, and resources
    • sample document links
    • basic questions in various field (choice, text, likert) that accompany 
  • Automate responses to keep the customer moving in the process
    • Announce success
    • Prompt to keep going or offer help after X business days of no activity 
  • Document uploading
  • Track customer completion and success and share it
    • by percentage
    • other positive reinforcement tactics
  • Track the backend:
    • how our implementation team is doing in responding and moving customers through the process
    • where pain points in our process may be
  • Other key additions
    • Limit the complexity for who and how people can provide information (logins or lack there of)
    • Auto-saving with each step and being able to move back and forward on the process
    • track conversations within the implementation through the software (so it's not lost in individual team member inboxes)

 

I'm aware of a few other tools out there and have demoed with them, and I am open to learning more about other solutions outside of this sphere, but the real opportunity is to have all of our team working out of our Atlassian suite. 

 

 

1 answer

0 votes
Nadhila Savira
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 22, 2024

Hi Joe,

This is Nadhila from the JSM team. I'd like to try and give you a suggestion here.

It seems that your requirement is quite complex, and as Support Engineer, I'm afraid we cannot give you the thorough consultation that you might need to ensure the fulfilment of your inquiry.

However, I think our Partners can be your perfect solution here. They can help you from the designing phase, to training your staff members in the end of implementation. You can find an Atlassian Partner in your area here: https://partnerdirectory.atlassian.com/

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