Best Practices for Managing Financial Projects Using Jira and Confluence

FRESHSTART FINANCE
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
September 25, 2024

Hi everyone,

I’m in the process of launching a business called FreshStart Finance, which focuses on helping individuals manage their savings and investments through personalized strategies and financial guidance. We're looking to optimize how we manage internal projects and client onboarding processes using Jira and Confluence.

Here are some key challenges we face:

  1. Tracking multiple ongoing financial projects for different clients.
  2. Managing team collaboration efficiently when creating custom financial plans.
  3. Automating workflow stages for client onboarding and document management.

I'd love to hear any tips or best practices you have for:

  • Setting up efficient Jira workflows for financial services projects.
  • Using Confluence to centralize documentation for client accounts and financial reports.
  • Integrating automation tools to reduce manual tasks and improve project tracking.

Has anyone else in the financial sector used Jira and Confluence to streamline project management? Any templates or examples would be appreciated!

Thanks in advance for your insights!

3 answers

3 votes
Zoriana Bogutska_Adaptavist_
Atlassian Partner
October 24, 2024

Hi @FRESHSTART FINANCE  Very good questions! If your team spends hours on creating content in Confluence and then finds that it goes unnoticed, it leads to ineffective team communication and collaboration. That's why proper usage of Confluence is crucial here. 

Here are some apps that can improve how your team uses Confluence:

  • Content Formatting Macros - helps create more structured and visually engaging Confluence pages. Its templates and Smart Designer features save time and provide inspiration.

 

  • Guided Pathway – helps organize Confluence content into interactive guides, which is especially useful for onboarding and training.

 

  • Table Filter and Charts – assists in managing tables, creating charts, adding spreadsheets, and generating engaging reports.

 

Please let me know if you have any questions about the first two; they were created by my team. 

 

 

 

1 vote
Michael Yaroshefsky - Visor for Jira
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 25, 2024

Hi @FRESHSTART FINANCE I know there are other intrepid folks out there using Jira successfully for finance projects so hopefully they will contribute some of their learnings, automations, and tips soon.

I think when it comes to the automation side of things you might get further faster if you figure out what specific processes and workflows you need (which you seem to be doing already from your post), and then use transferable workflows from other sectors.

For example automating a notification or task creation when a client completes one step of their on-boarding will require the same technical structure as automations used in other industries to send notifications or create next-step tasks.

You may be able to draw on a much wider and more experienced pool of respondents if you're able to neutralize the financial services elements from your questions down to the more generic Jira language e.g. to have a new issue created for a specific team when an specific kind of issue is moved to a certain stage.

Anyhow I hope my engagement here encourages others to share their ideas and get the discussion flowing!

You may find this useful - or find some like minded people to reach out to: https://community.atlassian.com/t5/Jira-Align-articles/Financials-in-Jira-Align/ba-p/2213320

https://community.atlassian.com/t5/Trust-Security-discussions/Enhancing-Financial-Services-Security-with-Atlassian-Tools-amp/td-p/2732043

https://community.atlassian.com/t5/App-Central-articles/Using-Jira-Service-Management-for-Customer-Onboarding-Comparing/ba-p/2698737

If you ever need a way to create different visualizations your Jira projects, or share them with stakeholders who are not up to speed with Jira then I'd be interested (especially given your use case for Jira) to see if our app (Visor) proves beneficial for you. 


0 votes
Kate C_
Community Manager
Community Managers are Atlassian Team members who specifically run and moderate Atlassian communities. Feel free to say hello!
September 26, 2024

Hi @FRESHSTART FINANCE and welcome!

If you haven't already, I'd recommend joining the Finance Industry Group here on our community. There, you should find articles and links with useful information, and you could also start a discussion with the members who are associated with the industry.

Suggest an answer

Log in or Sign up to answer