Enabling Design Reviews with JIRA and Confluence - Atlassian Summit 2012

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Slide 1

Design Reviews with Atlassian ToolsPresentersMoving Interactive, Inc.Howard Tiersky & Shaun Collins

AgendaWho are we and how do we use Atlassian Tools?Design Reviews

Other TopicsDashboardsMeeting MinutesIntegrating workflows with our proprietary deployment toolsControlling access to informationBonfire for UAT

Who is Moving Interactive?

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Interactive AgencyDigital productsStrategy through implementation About 80 people4 years oldNew York, Orlando, and LimaAgile

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Atlassian Tools at Moving Interactive

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Atlassian & Client Collaboration

Clients+User StoriesClient tasksStatus ReportsDesign ReviewsDeveloper tasksUAT/DefectsTime Reports/Billing

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Working with Clients to Implement Atlassian Tools for Their Internal UseClear outcomesPiloting in our environmentInstallationWorkflowsTrainingOngoing support

Since [Moving Interactive has] integrated JIRA/Bonfire into our workflow system, it has really helped streamline communication and overall processes. It has allowed us to create a matrix where stakeholders can see projects through at every point in the pipeline

Amy PollackWebsite ManagerReaders Digest

Moving Interactive is helping Constellation to become more Agile and deliver more effective business results through the way in which we have implemented iterative methodologies and supported them by customizing the toolset from Atlassian. It started with their process but now has become ours.

Michelle McKennaChief Information OfficerConstellation Energy

What will this presentation offer you?Enabling effective collaboration with customers whether internal or externalSpecific tips about how weve solved very common scenariosDesign reviewsWorkflowsManaging UATMeeting MinutesControlling access to information

Design Reviews

Unified project dashboards - Labels

StoryAs a designer, I can post my design concepts in one place and view stakeholder comments consolidated.As a stakeholder/reviewer I can see the latest and prior designs as well as other comments and can post my own

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Story Acceptance TestsAcceptance Tests:Quick and easyConnect comment to a specific spot in a designSee history of design revisions and associated commentsAccessible to clients and internally

Before: Designs presented in meetings, via Got Meeting or via e-mail PDFsPDFs sometimes annotated by different people in separate copiesLots of email traffic Notes taken in various ways, often emailed

Problems:Not transparent, notes seen by takers but not always available to everyoneEmail threads get complex, final decisions get muddiedNot always clear traceabilityHard to follow requests for changes and to tick and tie all changes made.Whose comments are authoritative?Old school

Post PDFs in Confluence and annotate therePost image using Balsamiq or Gliffy widget and do annotations in those toolsUse Bonfire to annotate images the same way we do for UAT of actual web sitesUse one of the annotation/sticky note plugins for confluence pages such as Kwik

Design Collaboration Options

Cannot add notes to PDFs displayed on confluence page, have to downloadEven if notes are added in Preview/Acrobat, Confluence PDF widget does not display notesHigh likelihood of version conflicts if every one is downloading, reviewing, annotating, and re-uploading.Too many steps

PDF Annotation in Confluence

Commenting in Confluence?Only 1 comment stream per pageComments do not have a way to tie back to a specific spot on a design

Sticky notes cannot sit on top of an embedded image, so cannot annotate specific spots on an image (other than that, great!)

Sticky Note with Kwik

These tools work, but they require a bit of getting used to by the client and they are a few too many steps to just add a single annotation. Takes kind of long to loadNot really meant for annotation

Balsamiq or Gliffy

Add steps?

Close runner up: Screen Snipe

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Multiple users comment on one imageInterface not hard to learn but not as easy as bonfireRequires that image be inserted in a special wayNo record of who or date comment madeUser needs to add initials to know who it isSlow to launch Java appletJava applets can have security issues on some of our clients computers that are locked downDoesnt create JIRA issues

Close runner up: Screen Snipe

Very easy to learnLaunches fastClient already knows how to useAutomatically creates issues in JIRANot perfect though:Each persons comments on a separate imageViewing images requires opening JIRA issueAlow to submit issue under SSL (super fast under http however so may not be an issue for you)Initially required filling out too many fields, but solved this problem

Bonfire

Theme from Refined Wiki

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https://jira.movinginteractive.com/sr/jira.issueviews:searchrequest-xml/temp/SearchRequest.xml?jqlQuery=project%3D%22MI+Design+Review+test+project%22+and+Design%7E%22rd-design-20120208-tag%22+and+Design%7E%22MI+Design+Review+test+project%22&tempMax=1000

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Dashboards

Unified project dashboards - Labels

StoryAs a developer/manager/client/partner I want to be able to see a high level view of only the key information that pertains to my role so that I can quickly understand the information about a project relevant to me at any time.

Show Bonfire Session and Template, describe Sessions

Mgr

Dev

Client

3rd Party

Shared Filters leveraging labels

Quick Views of Dashboards. Split between internal developer and Client PM.

Meeting Notes

Unified project dashboards - Labels

Better screen shot

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Issue & FieldSecurity

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StoryAs a developer/manager I want to be able to record key information onto an issue that should not be accessible to all user types

Show Bonfire Session and Template, describe Sessions

JIRA Field Security PluginSchemasInternal Client3rd PartyBy FieldsTempoEstimatesInternal NotesBy Project

Field Level SecurityHide Time & EstimateConfluence Page Security

Add Bonfire Sessions HereAdd Bonfire Test Session DescriptionsExplain Shared Sessions

Workflows

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You should choose one or the other, so that theres a consistent system.

StoryAs a developer I want to be able to quickly complete an issue step and have all the proper fields updated and have relevant people automatically notified so that we have high data integrity and people are informed consistently

Acceptance tests:Depending on a users role they should only be able to move issues to statuses that they have permission to.External actions such as pushing code via our proprietary migration tools should update Jira fields and trigger workflows.

Show Bonfire Session and Template, describe SessionsValidity of data, auto assigning, kick off automated communicationsLightspeed

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Automated Communication & NotificationsClient Interaction3rd Party InteractionStatus SecurityMapped statuses to roles

Custom Transition Kickoff ConditionsPost Functions

Workflow TransitionsTransition Post Functions

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Proprietary tool integrationAutomated GIT CommandsAutomated JIRA Issue UpdatesBy IssueBy VersionJIRA Comments from Command LineCustom Field updateEnvironment StatusArchitect & Developer Notes

Bonfire Testing

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StoryAs a user acceptance tester I would like to be able to conduct site review and intuitively and quickly submit identified defects or improvements.

Acceptance tests:Items go to JIRA directly Items contain all relevant informationItems in JIRA should be groupable per round of acceptance testMultiple testers should be able to test at the same time

Show Bonfire Session and Template, describe Sessions

Add Bonfire Sessions HereAdd Bonfire Test Session DescriptionsExplain Shared Sessions

Add Bonfire Sessions HereAdd Bonfire Test Session DescriptionsExplain Shared Sessions

SessionsSingular View of IssuesGrouping of Raised IssuesShared Sessions By Story/FeatureBy TeamBy User Group

Show Bonfire Session and Template, describe Sessions

Add Bonfire Sessions HereAdd Bonfire Test Session DescriptionsExplain Shared Sessions

Thank you!fin

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