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Requirements Management
WITHIN Confluence, Integrated with JIRA




Andrew Lampitt, Co-Founder
Sanjiva Nath, CEO and Founder
zAgile	
  Corporate	
  Overview	
  
 •  Mission: Integrate Teams, Tools, Processes, and Knowledge
           –  First targeting Application Lifecycle Management / Software Engineering
           –  Platform extensible to any domain and applications
 •  Founded: 2006 in San Francisco, launched v1.0 in 2009
                                                                                  Technology   Services

 •  Partners



  •  Press Coverage


 •  Selected Customers

2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     2	
  
Agenda	
  

 •  What	
  is	
  Wikidsmart?	
  
           –  Overview	
  
           –  Benefits	
  
           –  Wikidsmart	
  Solu4ons,	
  focusing	
  on	
  Wikidsmart	
  PM	
  
 •       Demo	
  
 •       Summary	
  
 •       How	
  zAgile	
  Can	
  Help	
  
 •       Next	
  Steps	
  



2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     3	
  
Wikidsmart	
  Overview	
  

•  A	
  hub-­‐and-­‐spoke	
  integra(on	
  pla-orm	
  
   –  Today:	
  integra4ng	
  your	
  soRware	
  engineering	
  
      environment	
  (requirements,	
  tasks,	
  tests,	
  code,	
  etc.)	
  
      and	
  CRM	
  (accounts,	
  contacts,	
  etc.)	
  
   –  Tomorrow:	
  integra4ng	
  your	
  cloud	
  enterprise	
  
      applica4ons	
  (ZenDesk,	
  Intacct,	
  etc.)	
  
•  Template-­‐based,	
  model-­‐driven	
  	
  
   composite	
  applica(on	
  pla-orm,	
  for	
  example:	
  
   –  Requirements	
  Management	
  
   –  Test	
  Case	
  Management	
  and	
  Automa4on	
  
   –  Customer	
  On-­‐Boarding	
  
   –  Case	
  Management	
  
Wikidsmart	
  Pla8orm	
  Benefits	
  
 •  Instant	
  Integra4on	
  
           •  No	
  development	
  required,	
  integra4ons	
  are	
  pre-­‐built	
  
           •  Each	
  connector	
  instantly	
  integrates	
  all	
  tools	
  and	
  applica5ons	
  
 •  Smart	
  Solu4ons	
  
           •  Cohesion	
  of	
  content	
  flow	
  between	
  tools	
  and	
  apps	
  
           •  New,	
  template-­‐based,	
  composite	
  applica5ons	
  
 •  Insigh[ul	
  Informa4on	
  
           •  Easily	
  find	
  content	
  with	
  faceted,	
  precision	
  search	
  
           •  Lineage/Traceability:	
  Traverse	
  tangen4al	
  ar4facts/concepts	
  
           •  Dashboards	
  &	
  reports	
  bridge	
  content	
  between	
  tools	
  and	
  teams	
  
 •  Future-­‐Proof	
  Pla[orm	
  	
  
           •  Open	
  Source,	
  Open	
  Standards,	
  Any	
  Tools	
  and	
  Applica4ons	
  
2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     5	
  
Tradi<onal	
  Apps:	
  Silos	
  of	
  Content	
  &	
  Concepts	
  


  GUI


Data Store                                                 FishEye	
  
(File Structure,                            JIRA	
  
Repository,)
                                                               Git	
  

                                                                  SVN	
  

Concepts,          •  Users                •  Project      •  Users
Features,          •  Spaces
                   •  Pages
                                           •  Users
                                           •  Issue/Task
                                                           •  Code
                                                           •  Version
Logic, etc.
                                   6	
  
A	
  Wikidsmart,	
  Coherent	
  Informa<on	
  System	
  
GUI

                                                          Other


                         Wikidsmart Context Server’s
                         Enterprise Knowledge Model
Domain
Concepts,
Features,
Logic, etc.
                 Software Engineering          CRM         Other



Data
Store                                                            Other


                                    7	
  
Introducing	
  a	
  Knowledge	
  Model	
  (a.k.a.“Graph”)	
  
•  Encapsulates	
  knowledge	
  of	
  a	
  given	
  domain	
  
   –  Concepts,	
  and	
  how	
  they	
  relate	
  to	
  one	
  another	
  
   –  People	
  and	
  their	
  roles	
  
   –  Func4ons	
  
   –  Process	
  
•  For	
  Example	
  
   –  SoRware	
  Engineering:	
  Developers	
  Create	
  Code,	
  
      Code	
  has	
  Issues,	
  Tests	
  are	
  done	
  against	
  Code,	
  etc.	
  
   –  CRM:	
  Prospects	
  can	
  become	
  contacts,	
  Accounts	
  
      have	
  contacts	
  and	
  opportuni4es,	
  etc.	
  
                                          8	
  
Knowledge	
  Model	
  Opens	
  New	
  Opportuni<es	
  

•  Disparate	
  applica4ons	
  and	
  tools	
  “look	
  like”	
  
   one	
  informa4on	
  system	
  
    –  Guaranteed	
  interoperability	
  of	
  applica4ons	
  
    –  Repor4ng	
  and	
  dashboards	
  across	
  all	
  content	
  
    –  Find	
  precise	
  items	
  and	
  tangen4ally	
  related	
  ones	
  
    –  Answer	
  ques4ons	
  never	
  before	
  possible	
  like	
  “how	
  
       much	
  revenue	
  did	
  that	
  feature	
  generate?”	
  
•  New	
  composite	
  applica4ons	
  can	
  be	
  created,	
  
   manifested	
  within	
  exis4ng	
  GUIs,	
  wiki,	
  or	
  portal
                                                                   	
  
Wikidsmart	
  Architecture	
  Overview	
  (1	
  of	
  2)	
  




2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     10	
  
Wikidsmart	
  Architecture	
  Overview	
  (2	
  of	
  2)	
  




2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     11	
  
Wikidsmart	
  Composite	
  Applica<ons	
  /	
  Solu<ons	
  

      •  Wikidsmart	
  PM	
  
                –  Requirements	
  management	
  within	
  Confluence,	
  4ed	
  to	
  JIRA,	
  
                   GreenHopper	
  and	
  other	
  tools	
  for	
  traceability	
  
      •  Wikidsmart	
  QA	
  
                –  Test	
  Case	
  management	
  within	
  Confluence,	
  	
  
                   integrated	
  with	
  JIRA	
  and	
  Selenium	
  for	
  workflow-­‐based	
  
                   automa4on	
  and	
  traceability	
  
      •  Wikidsmart	
  ALM	
  
                –  PM	
  and	
  QA,	
  plus	
  integra4on	
  with	
  Jenkins	
  and	
  FishEye	
  (version	
  
                   control:	
  Subversion,	
  Git,	
  CVS,	
  Perforce,	
  and	
  Mercurial)	
  
      •  Wikidsmart	
  CRM	
  
                –  JIRA	
  and	
  Confluence	
  integra4on	
  with	
  Salesforce.com	
  for	
  
                   Customer	
  On-­‐Boarding,	
  Customer	
  Case	
  Management,	
  etc.	
  

2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     12	
  
Product	
  Management	
  “Integra<on	
  Challenges”
      	
         	
  	
  
•  PRD	
  /	
  Development	
  disconnect	
  
•  PRD	
  /	
  Tes4ng	
  disconnect	
  
•  Status	
  update	
  for	
  managers	
  
•  Cohesiveness	
  within	
  SoRware	
  Delivery	
  
    –  Traceability:	
  Requirements	
  -­‐>	
  Code	
  -­‐>	
  Issues	
  
    –  Search	
  of	
  ar4facts	
  or	
  concepts	
  across	
  project	
  
•  ROI	
  
    –  How	
  much	
  revenue	
  did	
  that	
  feature	
  generate?	
  
    –  How	
  much	
  did	
  that	
  bug	
  cost	
  us?	
  
Wikidsmart	
  PM:	
  Requirements	
  Management	
  
    Within	
  Confluence,	
  Interoperable	
  with	
  JIRA/GreenHopper	
  
                as	
  well	
  as	
  other	
  tools	
  and	
  applica5ons
Complete Requirements Lifecycle Management

•  Create	
  &	
  Manage	
  Product	
  Ar4facts	
  in	
  Confluence	
  
                                                                  	
  
   –  Features,	
  Use	
  Cases,	
  Requirements,	
  etc.	
  
•  Ini4ate	
  Approval/Review	
  Workflow	
  Processes	
  in	
  
   JIRA	
  from	
  Confluence	
  Pages	
  
•  Ini4ate	
  Implementa4on	
  Tasks/Workflows	
  in	
  JIRA	
  
   from	
  Confluence	
  Pages	
  
•  Associate	
  with	
  other	
  concepts	
  
   –  Project,	
  Story,	
  Epic,	
  Stakeholder,	
  Component,	
  Test	
  Case,	
  
      Build,	
  Bug	
  
•  Manage	
  Requirements	
  Delivery	
  and	
  Quality	
  via	
  
   Auto-­‐generated	
  Reports	
  &	
  Dashboards	
  
Demo	
  

•  Formally	
  capture	
  Requirements	
  in	
  Confluence	
  	
  
•  Link	
  Features	
  to	
  GreenHopper	
  stories	
  
•  Create	
  a	
  Requirements	
  hierarchy	
  
•  Link	
  Requirements	
  to	
  Use	
  Cases,	
  Design	
  Document	
  
   and	
  Technical	
  Specifica4ons	
  
•  Trigger	
  approval	
  workflows	
  
•  Link	
  ac4vi4es	
  (development	
  tasks,	
  bug	
  fixes,	
  code	
  
   checkins)	
  against	
  Requirements	
  
•  Define	
  Test	
  Suites	
  and	
  Test	
  Cases	
  against	
  
   Requirements	
  (With	
  Wikidsmart	
  QA)	
  
Summary 	
  	
  
      •  Open	
  source	
  and	
  ready-­‐to-­‐go:	
  no	
  dev.	
  required.	
  
      •  Use	
  for	
  tac5cal	
  (e.g.,	
  Confluence	
  and	
  Salesforce.com	
  
         integra4on)	
  or	
  specific	
  solu5ons	
  (e.g.,	
  Requirements	
  
         Management)	
  
      •  Wikidsmart	
  contextually	
  integrates	
  content	
  from	
  any	
  
         soRware	
  engineering	
  tool	
  
      •  Guarantee	
  traceability,	
  interoperability,	
  and	
  faceted	
  
         search	
  of	
  all	
  content	
  across	
  your	
  environment	
  
      •  Achieve	
  composite	
  applica5ons	
  using	
  the	
  GUIs	
  of	
  
         your	
  exis4ng	
  tools	
  and	
  applica4ons,	
  wiki,	
  or	
  portal	
  

2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     17	
  
How	
  zAgile	
  Can	
  Help	
  

     •  Support:	
  to	
  secure	
  your	
  project	
  and	
  make	
  sure	
  
        your	
  informa4on	
  flow	
  con4nues	
  at	
  peak-­‐
        performance	
  
     •  Services:	
  implementa4on	
  services	
  to	
  fast-­‐track	
  
        your	
  projects	
  and	
  ins4ll	
  best	
  prac(ces,	
  tailored	
  
        to	
  your	
  internal	
  processes	
  
     •  New	
  Connectors:	
  for	
  your	
  environment,	
  
        whatever	
  tools	
  and	
  applica4ons	
  you	
  have	
  


2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     18	
  
Next	
  Steps	
  

     •  Videos:	
  YouTube	
  and	
  www.zAgile.com	
  	
  
     •  Download	
  Wikidsmart:	
  open	
  source	
  and	
  free	
  to	
  use	
  
        within	
  your	
  organiza4on,	
  see	
  DOC	
  folder	
  for	
  install.	
  	
  
     •  Community	
  Q&A:	
  	
  
               –  Example	
  Hosted	
  Wikidsmart:	
  Post	
  Ques4ons	
  in	
  Wiki	
  page	
  
                  Comments	
  sec4on	
  (www.zAgile.com)	
  
               –  Wikidsmart	
  Group	
  on	
  LinkedIn.	
  


                                          Contact	
  sales@zAgile.com	
  



2008-­‐2012	
  Proprietary	
  and	
  Confiden4al,	
  zAgile,	
  Inc.	
     19	
  

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Wikidsmart PM: Requirements Management within Confluence, Integrated with JIRA

  • 1. Requirements Management WITHIN Confluence, Integrated with JIRA Andrew Lampitt, Co-Founder Sanjiva Nath, CEO and Founder
  • 2. zAgile  Corporate  Overview   •  Mission: Integrate Teams, Tools, Processes, and Knowledge –  First targeting Application Lifecycle Management / Software Engineering –  Platform extensible to any domain and applications •  Founded: 2006 in San Francisco, launched v1.0 in 2009 Technology Services •  Partners •  Press Coverage •  Selected Customers 2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   2  
  • 3. Agenda   •  What  is  Wikidsmart?   –  Overview   –  Benefits   –  Wikidsmart  Solu4ons,  focusing  on  Wikidsmart  PM   •  Demo   •  Summary   •  How  zAgile  Can  Help   •  Next  Steps   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   3  
  • 4. Wikidsmart  Overview   •  A  hub-­‐and-­‐spoke  integra(on  pla-orm   –  Today:  integra4ng  your  soRware  engineering   environment  (requirements,  tasks,  tests,  code,  etc.)   and  CRM  (accounts,  contacts,  etc.)   –  Tomorrow:  integra4ng  your  cloud  enterprise   applica4ons  (ZenDesk,  Intacct,  etc.)   •  Template-­‐based,  model-­‐driven     composite  applica(on  pla-orm,  for  example:   –  Requirements  Management   –  Test  Case  Management  and  Automa4on   –  Customer  On-­‐Boarding   –  Case  Management  
  • 5. Wikidsmart  Pla8orm  Benefits   •  Instant  Integra4on   •  No  development  required,  integra4ons  are  pre-­‐built   •  Each  connector  instantly  integrates  all  tools  and  applica5ons   •  Smart  Solu4ons   •  Cohesion  of  content  flow  between  tools  and  apps   •  New,  template-­‐based,  composite  applica5ons   •  Insigh[ul  Informa4on   •  Easily  find  content  with  faceted,  precision  search   •  Lineage/Traceability:  Traverse  tangen4al  ar4facts/concepts   •  Dashboards  &  reports  bridge  content  between  tools  and  teams   •  Future-­‐Proof  Pla[orm     •  Open  Source,  Open  Standards,  Any  Tools  and  Applica4ons   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   5  
  • 6. Tradi<onal  Apps:  Silos  of  Content  &  Concepts   GUI Data Store FishEye   (File Structure, JIRA   Repository,) Git   SVN   Concepts, •  Users •  Project •  Users Features, •  Spaces •  Pages •  Users •  Issue/Task •  Code •  Version Logic, etc. 6  
  • 7. A  Wikidsmart,  Coherent  Informa<on  System   GUI Other Wikidsmart Context Server’s Enterprise Knowledge Model Domain Concepts, Features, Logic, etc. Software Engineering CRM Other Data Store Other 7  
  • 8. Introducing  a  Knowledge  Model  (a.k.a.“Graph”)   •  Encapsulates  knowledge  of  a  given  domain   –  Concepts,  and  how  they  relate  to  one  another   –  People  and  their  roles   –  Func4ons   –  Process   •  For  Example   –  SoRware  Engineering:  Developers  Create  Code,   Code  has  Issues,  Tests  are  done  against  Code,  etc.   –  CRM:  Prospects  can  become  contacts,  Accounts   have  contacts  and  opportuni4es,  etc.   8  
  • 9. Knowledge  Model  Opens  New  Opportuni<es   •  Disparate  applica4ons  and  tools  “look  like”   one  informa4on  system   –  Guaranteed  interoperability  of  applica4ons   –  Repor4ng  and  dashboards  across  all  content   –  Find  precise  items  and  tangen4ally  related  ones   –  Answer  ques4ons  never  before  possible  like  “how   much  revenue  did  that  feature  generate?”   •  New  composite  applica4ons  can  be  created,   manifested  within  exis4ng  GUIs,  wiki,  or  portal  
  • 10. Wikidsmart  Architecture  Overview  (1  of  2)   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   10  
  • 11. Wikidsmart  Architecture  Overview  (2  of  2)   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   11  
  • 12. Wikidsmart  Composite  Applica<ons  /  Solu<ons   •  Wikidsmart  PM   –  Requirements  management  within  Confluence,  4ed  to  JIRA,   GreenHopper  and  other  tools  for  traceability   •  Wikidsmart  QA   –  Test  Case  management  within  Confluence,     integrated  with  JIRA  and  Selenium  for  workflow-­‐based   automa4on  and  traceability   •  Wikidsmart  ALM   –  PM  and  QA,  plus  integra4on  with  Jenkins  and  FishEye  (version   control:  Subversion,  Git,  CVS,  Perforce,  and  Mercurial)   •  Wikidsmart  CRM   –  JIRA  and  Confluence  integra4on  with  Salesforce.com  for   Customer  On-­‐Boarding,  Customer  Case  Management,  etc.   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   12  
  • 13. Product  Management  “Integra<on  Challenges”       •  PRD  /  Development  disconnect   •  PRD  /  Tes4ng  disconnect   •  Status  update  for  managers   •  Cohesiveness  within  SoRware  Delivery   –  Traceability:  Requirements  -­‐>  Code  -­‐>  Issues   –  Search  of  ar4facts  or  concepts  across  project   •  ROI   –  How  much  revenue  did  that  feature  generate?   –  How  much  did  that  bug  cost  us?  
  • 14. Wikidsmart  PM:  Requirements  Management   Within  Confluence,  Interoperable  with  JIRA/GreenHopper   as  well  as  other  tools  and  applica5ons
  • 15. Complete Requirements Lifecycle Management •  Create  &  Manage  Product  Ar4facts  in  Confluence     –  Features,  Use  Cases,  Requirements,  etc.   •  Ini4ate  Approval/Review  Workflow  Processes  in   JIRA  from  Confluence  Pages   •  Ini4ate  Implementa4on  Tasks/Workflows  in  JIRA   from  Confluence  Pages   •  Associate  with  other  concepts   –  Project,  Story,  Epic,  Stakeholder,  Component,  Test  Case,   Build,  Bug   •  Manage  Requirements  Delivery  and  Quality  via   Auto-­‐generated  Reports  &  Dashboards  
  • 16. Demo   •  Formally  capture  Requirements  in  Confluence     •  Link  Features  to  GreenHopper  stories   •  Create  a  Requirements  hierarchy   •  Link  Requirements  to  Use  Cases,  Design  Document   and  Technical  Specifica4ons   •  Trigger  approval  workflows   •  Link  ac4vi4es  (development  tasks,  bug  fixes,  code   checkins)  against  Requirements   •  Define  Test  Suites  and  Test  Cases  against   Requirements  (With  Wikidsmart  QA)  
  • 17. Summary     •  Open  source  and  ready-­‐to-­‐go:  no  dev.  required.   •  Use  for  tac5cal  (e.g.,  Confluence  and  Salesforce.com   integra4on)  or  specific  solu5ons  (e.g.,  Requirements   Management)   •  Wikidsmart  contextually  integrates  content  from  any   soRware  engineering  tool   •  Guarantee  traceability,  interoperability,  and  faceted   search  of  all  content  across  your  environment   •  Achieve  composite  applica5ons  using  the  GUIs  of   your  exis4ng  tools  and  applica4ons,  wiki,  or  portal   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   17  
  • 18. How  zAgile  Can  Help   •  Support:  to  secure  your  project  and  make  sure   your  informa4on  flow  con4nues  at  peak-­‐ performance   •  Services:  implementa4on  services  to  fast-­‐track   your  projects  and  ins4ll  best  prac(ces,  tailored   to  your  internal  processes   •  New  Connectors:  for  your  environment,   whatever  tools  and  applica4ons  you  have   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   18  
  • 19. Next  Steps   •  Videos:  YouTube  and  www.zAgile.com     •  Download  Wikidsmart:  open  source  and  free  to  use   within  your  organiza4on,  see  DOC  folder  for  install.     •  Community  Q&A:     –  Example  Hosted  Wikidsmart:  Post  Ques4ons  in  Wiki  page   Comments  sec4on  (www.zAgile.com)   –  Wikidsmart  Group  on  LinkedIn.   Contact  sales@zAgile.com   2008-­‐2012  Proprietary  and  Confiden4al,  zAgile,  Inc.   19