Would you like to take a flight if a plane wasn’t checked according to safety regulations? Standard operation procedures (SOPs) were invented to solve this problem. Companies need to stay organized and follow the standards, whether for employee onboarding or complying with ISO criteria. Let’s try to make this process less complicated and painful by using tools for Jira. We’ll provide you with a churn prevention SOP template that you can use or adjust to your needs.
A standard operating procedure (SOP) is a checklist with steps a person must follow to complete a specific operational task. It can be industry requirements or the processes that the company set by itself.
Employees frequently found SOPs annoying and time-consuming. That’s for a reason. With all that processes of creating, editing, printing, running around for approvals, storing and training, who will like it.
Some companies use Confluence as their document and quality management system and framework for SOPs. With Confluence, you can:
Jira can be natively connected to Confluence pages. As a result, documentation control can be achieved by generating Jira tickets requesting the creation, modification, or removal of an SOP in Confluence.
Business Process Manager (BPM) is developed to win the most and spend the least. It helps you manage your SOP templates effortlessly. Here you can create a form with the required steps for your standard operating procedures and assign it as a Jira issue for the person and project you need.
There is a built-in feature for approvals – no need to run around and find the manager to approve it.
To begin, define a strategy for dealing with Churn Prevention and discuss the steps that need to be taken. Then create a process template and add all the necessary steps by grouping them into a chest for easy searching.
In our example, we have the following groups of steps:
Add form elements with all vital information, checklists, and fields to each step using the drag and drop.
Choose an Assignee to complete each issue and Project where the task should be created.
If any of the steps requires confirmation of the responsible – add Approval. This can be one person or several selected users. As soon as the user submits the completed form, the assignee for the issue will change to the first approver. Where he can choose, Approve or Reject. If you add more than 1 approver, the assignee will alternate from one user to another.
If some tasks need to be created after the previous issues have been completed, we recommend using Blocker.
Another essential element when working with Churn Prevention of customers is deadlines. Add a Due Date to make sure the task is completed on time.
Track process progress in real-time and respond quickly to delays.
Configure the automation that will start your process in response to the selected trigger (for example, unsubscribe request).
That’s how we set a Churn Prevention template in Jira. You can run it with a few button clicks, adjust it according to your needs, or create a different one for the SOP your company requires.
Organizing an SOP requires a lot of effort if you won’t automate it. Finding the appropriate tool will help to reduce the risk of errors, save time, and improve efficiency. Try to use one of the templates from BPM.
Julia Shcherbyna _SaaSJet_
Background When you hear the words ‘Release notes’, almost always you think of an unsolicited email from a software vendor. But I am here to tell you that from our data, sending release notes via E...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events