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Smartsheet for Jira Visibility is the Key to Velocity Benita Howe VP, PMO and Business Operations IgniteTech Joe Stanfill Sr. Manager, Marketing Smartsheet

Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

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Page 1: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Smartsheet for JiraVisibility is the Key to Velocity

Benita HoweVP, PMO and Business OperationsIgniteTech

Joe StanfillSr. Manager, MarketingSmartsheet

Page 2: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Certain information set forth in this presentation may be “forward-looking information.” Except for statements of historical fact,

information contained herein may constitute forward-looking statements. Forward-looking statements are not guarantees of future

performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and

unknown risks and uncertainties, many of which are and will be described in Smartsheet’s filings with the US Securities and Exchange

Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ

materially from any projections of future performance or results expressed or implied by such forward-looking statements. Although

forward-looking statements contained herein are based upon what Smartsheet management believes are reasonable assumptions,

there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ

materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements

except as required by law.

Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actual companies and products used in this

presentation are the trademarks of their respective owners and no endorsement or affiliation is implied by their use.

Page 3: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Purpose of Today’s Session

• Understand the Smartsheet for JIRA Connector

• Learn how Connector workflows unlock JIRA visibility

• Learn how Ignite Technologies uses the Connector

DEVELOPERSIT SERVICE

DESK

GENERAL BUSINESS

REPORTING

Page 4: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Developer Leads

ITLeads

BusinessLeaders

JIRAConnector

What Is the Smartsheet for JIRA Connector?

- Intuitive to build

- No code required

- Built to sync data across systems

Page 5: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

What the Jira Connector Unlocks

Key Business Benefits

1 : Unlock Critical Data lying captive in Jira for internal stakeholder or customers

2 : Enhanced Reporting, giving decision makers critical business insights in real-time

3 : Better Collaboration against Jira data to drive greater productivity and output

Page 6: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Benita HoweVP, PMO and Business OperationsIgnite Technologies

21Products/Servicesreleasing weekly

& monthly

100%Geo-Distributed Team in >20 Countries

1,000hourly updates Jira <->SS

Page 7: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Who We Are

Ignite Technologies is an Enterprise Software company

helping customers Ignite the power of their workforce. Ignite's

products & services drive better business performance through

best-in-class business applications and application development

platforms across a range of functional domains.

Page 8: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Ignite’s PMO Environment

• Development (Jira)– 20+ products in concurrent development in Jira

– ~2,000 ticket updates /minute, including significant automation

– vnext release activities in Jira

• Professional Services (Jira)– ProServe engagements include client facing upgrades, custom dev

– Sales, Marketing and Executive teams do not use Jira

• Solution : Jira → Smartsheet, one-way sync to automate reporting

Development & Professional Services in Jira

Page 9: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Ignite’s Business NeedsJira & Smartsheet Integration Solution

# Solutions Implemented Sync

1 Visibility: Status of the Next Product Release quality & date Jira -> SS

2 Cost: Will this professional service meet our targeted profit margin? Jira-> SS

3 Project Initiation automated to arm teams to rapidly finalize estimates required to quote work to customer.

SS -> Jira

4 Real time customer view into progress due to Jira to Smartsheet automation. Jira -> SS

Page 10: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Ignite Solution : Jira Visibility for Customer-facing Teams

Analyze multiple

projects with

Roll-Up

Summarize progress

visually with Dashboards

Use Gantt view

to manage Jira

project work

Use Reports

to create the

view you want

JIRA

Connector

Page 11: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Solution 1 : Product Release Visibility

• Problem: When will the product release be ready? Each of our 20 products in-flight is a Jira “Project” with unique release dates: quarterly, monthly, weekly.

• Solution: Changes in Jira pushed automatically to Smartsheet, driving a dashboard linked to each pending and upcoming product release.

• Value Realized :

– No. More. Meetings. on product release date. Self-Services.

– The truth & Nothing But The Truth

– What’s “in” the release (customer features, core features, fixes)

Organizational Visibility into Jira Development via Smartsheet

Page 12: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Solution 2 : Cost Tracking

• Problem: Will this contracted work meet it’s targeted profit margin?

• Solution: Jira “logged work” synced into SS project plan. Rolled up into row 1 of smartsheet for up to date time spent which is compared to original estimate.

• Value Realized :

– Estimate to Actuals cost management can now be conducted daily, cross-org visibility

– Smartsheet notifications tell us when we’re within 75% of estimate, ensuring we can take action to keep our customer promises

– Real-time monitoring/forecasts enable us to take the right actions

– Metrics tracking - tickets closed, hours per team, time spent per process

– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation, Planning, Execution/Controlling, Closing)

Monitoring & Cost Management for Professional Services

Page 13: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Solution 3 : Project Initiation

• Problem :

– “Time kills deals”. Responding to a client’s request for a quote was too slow.

– Manually create smartsheet plan & Jira issues slowed team down from getting estimate done.

• Solution :

– Template is selected during daily mgmt triage that auto generates creation of the SS project plan and Jira Epic. Jira Epic and Tasks to deliver estimated work automatically created. Smartsheet report automated delivering client facing quote artifact. PMs and Tech Leads are auto-assigned and notified of next steps, action.

• Value Realized :

– Reduced delays on customer projects, faster time to initiation/kick-off

– Data accuracy reduces miscues and under-/over- resourcing

– 1-2 Days setup reduced to minutes.

Automating Project Initiation in Smartsheet

Page 14: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Automated: Project InitiationSS: approved work creates Jira Epic & Approval

Page 15: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Solution 4 : Real-Time Project Status

• Problem :

– Multiple ways to track work & report status.

– Client visibility into progress could be days behind reality.

• Solution :

– Jira ID’s are embedded into Smartsheet and sync “done” into Smartsheet.

• Value Realized :

– Conversations about “what’s done” are now a button click.

– Client facing team members can seamlessly update project status (% complete).

– What’s NOT getting done really “pops” enabling rapid review & mitigation.

– Client data is accurate.

Team logs work in Jira & progress is reflected in SS views.

Page 16: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Measuring Success Quantified Impacts

• Reduce Product Q&A Disruption 90%

• Intake automation reduced manual setup 80%.

• Estimate to Actual visibility 100%

• Increased internal visibility: 6 globally distributed teams

– Professional Services, Sales, Pre-Sales, Engineering, Marketing, Business Ops

Near Real Time Transparency

● Reports vNext development progress ● Cost: Projects meeting profit margins ● Project Initiation automation● vNow client implementation visibility on scope,

costs and time.

Team Highly Effective

● Intake process auto generates Jira Tickets, Smartsheets and SFDC entries for new work.

● Simplified. Jira updates (Estimate, Log Work and move to Done) is only reporting required of team.

● Less meetings. Less email.

What We Accomplished

Page 17: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

To keep a customer demands

as much skill as to win one.- Anonymous

Page 18: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

What Can TheJira Connector

Do For Your Customers?

DEVELOPERSIT SERVICE

DESK

GENERAL BUSINESS

REPORTING

Page 19: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Don’t forget to :

• Share your feedback in our survey in the ENGAGE app

• Stop by the Smartsheet Connectors Booth, first floor

Page 20: Smartsheet for Jira - Jira _ Visibility is the Key to...– Cost risk management: Executive leadership dashboards of estimate to actual for all engagements in all states (Initiation,

Q&A