AUDIT & ACCOUNTING + CONSULTING + TAX SERVICES + TECHNOLOGY I Postlethwaite & Netterville, A Professional Accounting Corporation Organizing the Chaos Utilizing JIRA & Confluence to bring clarity to your projects and teams

Background P&N Consulting case study – Internal project and resource tracking problems – Diverse service lines with similar project management needs Project Management solution requirements – Small upfront investment – Flexibility to customize system and projects – Quick set-up time for new projects – Ability to Track the Project and Tasks – Adaptable to multiple PM methodologies – Open API

Background Researched solutions – TFS, MS Project, & SharePoint – Primavera – Basecamp – Project Locker – SmartSheet – ProjectManager.com – Atlassian’s JIRA & Confluence

Background What are JIRA & Confluence? – Atlassian Software JIRA: Project, Task, & Resource tracking platform Confluence: Knowledge Retention, Wiki, Project Documentation hub How do we use it at P&N? – Internally – With Clients Internal and External linked instances

JIRA & Confluence Pros Simple to use application front-end Web based platform – Internally Hosted or Cloud – SQL back-end with Open APIs Project configuration flexibility and scalability Customizable on the fly – Get Started & Adjust as needed Team tracking and collaboration Cross-project resource scheduling and task prioritization Increased visibility and real time status reporting – Project & User Dashboards – Ad Hoc issue reporting Online documentation Robust add-on marketplace

JIRA & Confluence Cons Completely customizable system – Administrative headaches if set-up improperly Set-up requires upfront planning to ensure proper implementation and standardized approach for projects JIRA screen layouts are limited in design changes allowed – Some plug-ins exist to help with this Core system requires plug-ins to extend the base functionality – Not all plug-ins are compatible with each other It’s not what was used before: Changing habits…….

Project Phases using JIRA & Confluence Initiation – Engagement Letter, Project Charter Planning – Project Plan, WBS, Task Lists, Project Schedule, Risk Register Execution – Task Execution, Time Entry, Project Documentation Updates Monitoring and Controlling – Change Requests, Risk Management, Key Performance Metrics Closing – Project Artifacts, Lessons Learned, Living Project Documentation

System Walkthrough

JIRA & Confluence Pricing Atlassian pricing model – Cafeteria style options Pick and choose core items and add-ons to customize to your specific needs – Multiple Hosting Options Cloud, Server, Enterprise – Per active user pricing 10, 25, 50, 100, etc…. – One time cost (Server & Enterprise) Purchase comes with one year of Atlassian customer service No annual costs if system upgrades or support aren't needed

Brian Ham Josh Dicharry

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