Yale Digital Conference 2019

Meredith Crawford, Reilly Hartigan, Laurie Toth

Yale School of Management Office of Communications
Beyond IT: Using JIRA/Confluence
for the Editorial Process

Meredith Crawford, Reilly Hartigan, Laurie

Toth
Yale School of Management Office of Communications
 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!
Presentation Roadmap
What these
tools are

Why we use Atlassian tools

JIRA and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
Presentation Roadmap
What these
tools are

Why we use Atlassian tools

JIRA and
JIRAConfluence
and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
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?
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
 My Pizza Story
ORDER OUT FOR DELIVERE
PREP BAKING BOX
PLACED DELIVERY D
What are JIRA and Confluence
IN
TO DO PROGRES DONE
S
 What are JIRA and Confluence
IN PROGRESS
TO DO DONE

ORDER OUT FOR DELIVERE

PREP BAKING BOX
PLACED DELIVERY D
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!

Presentation Roadmap
What these
tools are

Why we use Atlassian tools

JIRA and
JIRAConfluence
and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
Presentation Roadmap

Why we use Atlassian tools

JIRA and
JIRAConfluence
and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
Presentation Roadmap

Why we use Atlassian tools

JIRA and
JIRAConfluence
and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
Where we started
Where we started
Enter JIRA
BACKLOG (TO DO) All

IN PROGRESS All

DONE All
Enter JIRA
OPEN All

ASSIGNED All

DRAFT All AWAITING EXTERNAL APPROVAL All

IN REVIEW All WAITING FOR FINAL APPROVAL All

READY FOR CMS All

PUBLISHED All

DONE All
Keeping it All Organized
Keeping it All Organized
How and Why We Use Confluence

Content Planning
Organization
Historical Data
How we use
How we use
How and Why We Use Confluence

Editorial Planning
Better Collaboration
Increased Transparency
How we use
How we use
How we use
How and Why We Use Confluence

Publications
Alumni Webinars
Website Updates
Analytics
Presentation Roadmap

Why we use Atlassian tools

JIRA and
JIRAConfluence
and Confluence
How we use
them day-to-day
Advice for teams
wanting to do the same
Presentation Roadmap

JIRA and
JIRAConfluence
and Confluence

Advice for teams

wanting to do the same
Presentation Roadmap

JIRA and
JIRAConfluence
and Confluence

Advice for teams

wanting to do the same
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!
 Contact Us
Meredith Crawford
meredith.crawford@yale.edu

Questions? Reilly Hartigan

reilly.Hartigan@yale.edu

Laurie Toth
laurie.toth@yale.edu