Smartsheet Professional Services

Jira Connector Configuration Service

Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services get you started fast with a tailored solution built on our leading best-practices. 

Overview 

Jira Connector gives you the ability to unlock visibility into Jira data for all stakeholders. With this Jira Connector Configuration service, we will configure a Jira Connector solution starting with creating a new sheet, or modifying an existing sheet to be synced with your Jira Connector capability. We then guide you in the setup of a Jira Connector workflow to import or export data to/from your sheet. Your solution also includes a report to summarize relevant data. This package is ideal if you need training and support in the configuration of your Jira Connector capability, including setting up your workflows. At the end of this engagement, you will have the skills and training needed to manage your Jira Connector solution. This package can be a great add-on service to other Smartsheet Professional Service offerings. 

The expected timeline to complete this package is within 10 business days.

This Configuration Service includes:

Activity Log

Discovery

  • Review and walkthrough your solution package with your Smartsheet expert. 
  • Discuss the scope of your purchased package, gather requirements and schedule your future meetings based on a delivery timeline of completing the project in 10 business days.

Execution Activities

  • Creation of 1 net new sheet or modification of 1 existing sheet to be used with your Jira Connector workflow.
  • Guided setup of 1 Jira Connector workflow to connect the aforementioned sheet to the customer's Jira instance.
  • Creation of up to 1 report to summarize data.
     

Solution Training & Enablement

  • Training and enablement on Jira Connector best practices, & how to use and manage your Jira Connector Solution.
  • At the end of your solution training, you will understand how your Jira Connector solution works and how to maintain it. 
  • Get access to demand resources for future solution support needs.

What does this engagement look like? 

What to expect: 

Professional Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Objectives & Activities

Phase

Objectives

Activities

ALIGNEnsure project alignment to your key business outcomes.
  • Engagement Planning
  • Project Kickoff
DESIGNUnderstand your team’s current process and needs. Define requirements leading to your future state process and solution design.
  • Current State Discovery
  • Future State Process & Solution Design
  • Requirements Gathering
     
DEVELOPBuild and refine your solution through iterative sprints and hands-on testing.
  • Solution Build
  • Review & Iteration Sessions
  • Customer Feedback & Testing
  • Final Solution Review & Sign Off
ENABLEEmpower your team to own the solution through knowledge transfer to end users and solution administrators. 
  • Product Training
  • Admin & End User Training
  • Solution Documentation
DEPLOYSolution launch supported by our delivery team to ensure solution success and adoption.
  • Solution Transfer
  • Solution Launch/Go-Live
  • Post Go-Live Support
  • Closeout

 

 

Engagement Timeline: 5-10 business days

 

Engagement Activities and Timeline

Typical Duration (5-10 business days)

Day 1-3

  • Kickoff call
  • Gather technical requirements
  • Review/introduce services catalog template  
     

Day 3-5

  • Build solution components
  • Working session(s)
  • Gather feedback
  • Revise solution
     

Day 5-7

  • Working session(s)
  • Final feedback
  • Customer end-to-end UAT
  • Customer demo
     
Blue Icon for Instructor Led Training

Day 7-10

  • Solution training
  • Solution transfer
  • Engagement completion
     

Preparing for the Engagement: 

Prior to Kick off: 

  • Work with your Jira System Administrator to establish the initial connection between Smartsheet and your Jira instance. Follow the steps outlined in this help article. Note: Completing this step prior to kickoff will allow us to get started quickly. This is a required step before you can begin using the connector.
  • Identify your Key Decision Maker and Solution Admin
    • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

Ready to get started?

Contact us