Implementation of a communication management process in Jira Software

Atlassian
Confluence
Jira
Due Diligence
Banking and financial services

Context and Challenges

Through this project, our teams had the opportunity to support one of the world’s leading banking and financial services groups. This leader in its sector, operating on 5 continents, aimed to digitize a business process for publishing due diligence. Already implemented in Lotus Notes, this process had to be transferred to Jira.

This major banking group wanted to deploy a review and validation system prior to any external communications distribution. This project consisted in delivering a solution that was operational, flexible, and maintainable, allowing to improve the collaboration between teams and to develop a follow-up of validations.

Our approach

In order to address this challenge, one of our Atlassian experts intervened during 15 days, in order to achieve the following actions:

Launch of an audit: understanding of the need, organization of a workshop with the stakeholders, analysis of the existing process;

Implementation: creation of the Jira project, configurations, demonstration, adjustments following improvements;

Workshop facilitation: training workshops with administrators and stakeholders;

Elaboration of documentation: editing of user and administrator documentation;

Benefits

First of all, Positive Thinking Company’s support concluded with the successful transfer of a business process initially managed in Lotus Notes to Jira Software.

Our expert also participated in the simplification and improvement of the business process. Thanks to his pedagogical approach, including the different stakeholders from the very beginning of the project, he facilitated the change management.

We thus provided the client with a turnkey and easy-to-use tool.

The benefits for the client include a reduction in email exchanges, improved tracking of validations, and simplified monitoring and management of due diligence.