Additionally, all application and deployment types have regular users who track their work in Jira.
Regular users – create, update, and complete Jira issues and Confluence pages
In JSM, technicians that resolve support requests are called agents. The users who request support are called customers. Both have different abilities and roles to play.
Definitions:
|
Customers may include internal users, external users, or both. We all have “customers”, even if we don’t realize it. They may be a external clients, internal team members, or users of your organization’s products and services. Most teams have someone or something (ex: an application or process) to support.
Note: You may need to horizontally scroll to see all four table columns.
Potential customers |
Needs |
Frequency |
Priority |
---|---|---|---|
Internal employees |
Benefits questions, leave requests, employment questions, company feedback, etc. |
Often |
Highest |
External vendors and consultants |
Contracts, invoicing, payment, etc. |
Moderate |
Medium |
Job applicants |
Submissions, status updates, questions, etc. |
Intermittent |
High |
Hiring managers in other departments |
New requisitions, applicant status, job description updates, etc. |
Intermittent |
Medium |
Fellow HR team members |
Same as internal employees plus: process questions, team specific requests, etc. |
Moderate |
Medium |
And more |
Note: You may need to horizontally scroll to see all four table columns.
Potential customers |
Needs |
Frequency |
Priority |
---|---|---|---|
Internal application users |
Access issues, trouble reports, feature requests, etc. |
Often |
Highest |
External application contacts |
Security notifications, update/patch requests, etc. |
Moderate |
Medium |
Internal applications themselves |
Alert management, user management, general troubleshooting, etc. |
Intermittent |
High |
Connected or integrated applications |
Audits, connectivity, monitoring results, etc. |
Intermittent |
Medium |
Finance, procurement, or licensing team members |
Cost/tier changes, license key updates, etc. |
Intermittent |
High |
And more |
Using the above examples, make a list of all your organization’s potential users or groups, the type of help they need, and the expected request frequency. If your sales or marketing teams use personas to help understand customer needs you can use a similar approach when crafting or enhancing your process.
After the customer is well defined is the best time design your process and implementation strategy for Jira projects and Confluence spaces.
Rachel Wright
Author, Jira Strategy Admin Workbook
Industry Templates, LLC
Traveling the USA in an RV
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