ydc_presentation_jira_confluence_2019_06_06.pptx

1. Yale Digital Conference 2019 Meredith Crawford, Reilly Hartigan, Laurie Toth Yale School of Management Office of Communications
2. Beyond IT: Using JIRA/Confluence for the Editorial Process Meredith Crawford, Reilly Hartigan, Laurie Toth Yale School of Management Office of Communications
3. Raise your hand if… You’ve used JIRA or Confluence before You’re tired of searching your inbox for a lost email Duplicated work that your colleague already did You have an ever-growing to-do list You like pizza CONGRATULATIONS You’re in the right session!
4. Presentation Roadmap JIRA and Confluence What these tools are Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same
5. Presentation Roadmap What these tools are Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same JIRA and Confluence JIRA and Confluence
6. Wait, Pizza? Imagine you run a pizzeria What happens when a customer orders a pizza? How do you communicate the status of the pizza to your customer?
7. My Pizza Story
8. My Pizza Story
9. My Pizza Story
10. My Pizza Story
11. My Pizza Story
12. My Pizza Story
13. My Pizza Story
14. My Pizza Story
15. My Pizza Story
16. My Pizza Story
17. My Pizza Story
18. My Pizza Story
19. My Pizza Story
20. My Pizza Story
21. What are JIRA and Confluence
22. What are JIRA and Confluence
23. What are JIRA and Confluence? JIRA is our “pizza tracker” JSD is “Customer Service” Confluence is where pizza recipes, guidelines are written and discussed A pizza can be anything!
24. Presentation Roadmap What these tools are Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same JIRA and Confluence JIRA and Confluence
25. Presentation Roadmap Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same JIRA and Confluence JIRA and Confluence
26. Presentation Roadmap JIRA and Confluence JIRA and Confluence Advice for teams wanting to do the same Why we use Atlassian tools How we use them day-to-day
27. Where we started
28. Where we started
29. Enter JIRA All All All
30. Enter JIRA All All All All All All All All All
31. Keeping it All Organized
32. Keeping it All Organized
33. How and Why We Use Confluence Content Planning Organization Historical Data
34. How we use
35. How we use
36. How and Why We Use Confluence Editorial Planning Better Collaboration Increased Transparency
37. How we use
38. How we use
39. How we use
40. How and Why We Use Confluence Publications Alumni Webinars Website Updates Analytics
41. Presentation Roadmap Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same JIRA and Confluence JIRA and Confluence
42. Presentation Roadmap JIRA and Confluence JIRA and Confluence Advice for teams wanting to do the same
43. Presentation Roadmap JIRA and Confluence JIRA and Confluence Advice for teams wanting to do the same
44. Tips and Advice Keep it simple, especially to start. Do the legwork – “Build it and they will come”. Find Champions (e.g. others in your department, school). Make sure it’s the right solution for your team. This tool does not replace in-person collaboration and communication – remember the basics, don’t get caught up in how “cool” or “flashy” a new tool is!
45. Questions? Contact Us Meredith Crawford meredith.crawford@yale.edu Reilly Hartigan reilly.Hartigan@yale.edu Laurie Toth laurie.toth@yale.edu

Notas del editor

We discovered early on that Confluence is a great place to create and share how-to guides for our team and other content editors, store meeting notes, and collaborate on things that we are working on… including events like Commencement.

It’s also where we keep track of our social media calendar for the team. We have a separate section for all social related things, from analytics and campaigns, to our social media planning document.
We also have a section where we keep track of the items we have in the queue but haven’t shared yet. It’s a great way to keep track of campaigns since you can add all the elements, plan a date, and then work on scheduling them when you get a moment.

We have found that we are able to be more thoughtful on the posts by being proactive and planning things rather than reactive.
We discovered early on that Confluence is a great place to create and share how-to guides for our team and other content editors, store meeting notes, and collaborate on things that we are working on… including events like Commencement.

It’s also where we keep track of our social media calendar for the team. We have a separate section for all social related things, from analytics and campaigns, to our social media planning document.
Speaking of planning, another thing we collaborate on are newsletters. We work with our admissions teams to send four newsletters a month. That’s a lot of back and forth with multiple people. When we were in basecamp, we sometimes lost track of conversations since the organization there isn’t as robust as Confluence. You also couldn’t link things easily to the editorial work flow.
Here you can see how we are using Confluence to plan the MBA newsletter.

We meet monthly with each team to discuss potential content for the newsletter. Once that is laid out, we track the progress of the stories in the notes area.

In this sample alone you can see we have some that are published, done, editing, or in progress. That ties into the workflow that Meredith mentioned before.

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