Whether you’re advising folks on how to invest their money or coaching entrepreneurs as they get their businesses off the ground, if you’re a consultant you need a way to manage your business. Jira is the perfect tool for consultants, allowing you to build a catalogue of processes and services that you can mix and match to meet the needs of your clients.
The Power of Adding Forms to Jira
Jira issues are a great way to organize your tasks and ProForma forms are a great way to organize data on your Jira issues. Forms standardize data collection so nothing gets forgotten. You can create forms frequently repeated processes such as assessing a client’s needs and creating the statement of work for your contracts.
Building Your Service Catalogue in Jira
Consultants typically offer a menu of services which can be selected from and combined into a unique package fit for the individual client. Each service may include a series of steps that need to be planned, executed and recorded. What those steps are may vary depending on the service.
Jira’s power and versatility come from its workflows. You should be able to design your work processes, not have your processes dictated by the software and Jira allows you to do just that. Jira workflows use statuses and transitions to define a specific process. You can integrate features like permissions, notifications, and approvals in order to build your business rules right into the workflow.
While it’s recommended that you limit the number of workflows, you can still collect the exact, process-specific information you need for any of your services by using forms. ProForma lets you custom build the forms you need for any process. You don’t need to write code or invest time in complex Jira administration. The ProForma form builder is simple and intuitive allowing you to create forms in a minutes. Once you combine your specialized forms with the right Jira workflow, you have a custom-made, standardized process that you can use with any of your clients.
Putting It All Together
Now you have all the pieces you need for organizing your work. You can set up a Jira project for each client and track the services you’ve agreed to deliver.
Imagine you’re assisting a client with strategic planning. That might include subtasks such as interviewing key stakeholders and conducting a SWOT analysis. Each of these processes can be built into Jira and ProForma. If you are going to interview five key stakeholders, you could create a form with your interview questions, create an issue for each interviewee and advance the issues through the workflow (scheduled, interview conducted, transcribed, etc.) as each step is completed.
Perhaps you want to include a summary of the stakeholder interviews as background information for the SWOT analysis. Since ProForma allows you to include more than one form on an issue, you could aggregate the interview responses onto one form and include it on the same issue you use for tracking the SWOT analysis.
Managing your processes in Jira does more than keep them organized. With the ability to see the current status of any issue at a glance, your work becomes much more visible accessible. Jira’s end-to-end traceability makes it easy to audit changes and ensure compliance. Jira is a solution capable of making all of the parts visible and trackable (and billable!).
Jira for Internal Processes
The example above describes how you could use Jira for tracking the services you offer clients. It’s worth noting that you could also use Jira and ProForma for internal processes - for finance, HR and facilities. You can move these systems into Jira quickly and easily using the ProForma library of form and template processes. Then both your client-facing and internal processes will be air-tight, transparent and traceable.