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Case Studies

How TETRA is Using ProForma to Reduce Jira Custom Fields

by Jenny Choban on December 19, 2018

We've been collaborating with Jira super-user, Rachel Wright, on a series of blog posts aimed at helping you manage Jira custom field bloat. We haven't talked too much about ProForma in that series, but reducing the need for Jira custom fields is one of the key advantages of using ProForma. Here's a case study.


Too Many Jira Custom Fields

TETRA Technologies, Inc. is a geographically diversified oil and gas services company, focused on completion fluids and associated products and services, water management, frac flowback, production well testing, offshore rig cooling, compression services and equipment, and selected offshore services including well plugging and abandonment, decommissioning, and diving.TETRA® is a global company with operations on six continents.  As heavy Jira users, they try to keep Jira administration as simple as possible, but creating all of those custom fields and corresponding configurations takes time.

That’s why in March of 2017, TETRA® decided to install the ProForma add-on to use with Jira Service Desk.  They found the set-up to be very quick. Now they are using ProForma to gather information from customers and vendors without having to invest the time to create all those custom fields. They’ve also found ProForma to be useful for collecting internal information from their various departments.

We asked them how it was going and they said, “Great, there were a few bugs in the beginning, but its all working great now.”

Getting Started

The ProForma form builder is straight forward and intuitive to use. You can expedite the process of creating forms by using the ProForma template library which contains dozens of forms and process templates for teams across an organization.  

If you’d like to learn more about how ProForma can help you limit custom fields and simplify Jira administration, download our free Effective Jira Administration eBook.