Download - JIRA Asset Management a CRM
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Asset management
KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
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Obsah
• Úvod do Asset Management (AM)
• CMDB v JIRA
• Co vše z AM lze zavést v JIRA?
• Propojení AM s JIRA Service Desk
• Enterprise AM v add-onu Insight
KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Co je to Asset Management?
• Správa assetů: „aktiv“ nebo „konfiguračních položek“ (CI)
• = hmotný i nehmotný provozní majetek (PC, licence, server...)
• Ale také dohled, audit, evidence, servis...
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Proč mít Asset Management?
• Evidence HW, SW a snadné sledování jejich stavu
• Zpřehlednění nákupu a údržby HW/SW
• Pohled na reálné využití provozního majetku
• Auditování změn HW/SW
• Lze zavést v JIRA!
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
AM v JIRA zvládá:
Evidovat
Nasazovat
Udržovat
Vylepšovat
Vyřazovat
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Tvorba inventáře – „CMDB“
1) Nový projekt
2) Typy aktiv
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Tvorba inventáře
3) Vhodná pole
4) Vhodné obrazovky…
5) Vhodná oprávnění…
6) Vhodné zabezpečení…
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Příklad AM workflow
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• Sledovat, přidávat a odebírat položky
• Rychle najít specifický „stroj“
• Vidět stav položek v různých kancelářích
• Vidět historii každého nástroje
KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Inventář hotov!
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Přehledy a reporty
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
AM + Service Desk
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
AM + Service Desk
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Servisní požadavek a AM
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Historie a auditování
Původní hodnota Nová hodnota
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Insight
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Databáze zdrojů
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Schéma propojení
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Insight a
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Insight a
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Automatizace a upozorňování
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Import z existujících systémů
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CRM v JIRA
KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Co je to CRM?
= Customer relationship management - Řízení vztahu s klientem
= Software k tomuto určený.
• Informace o zákaznících, o obchodech, kontaktech,
marketingu, komunikaci…
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Proč mít CRM?
• Evidence obchodních příležitostí
• Přehled nad portfoliem klientů
• Reporting o obchodní situaci firmy
• Všechna data o klientech na jednom místě
• Lze zavést v JIRA!
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Jak zavést CRM v JIRA?
• Skrz add-on „Kanoah CRM“
• Manuálně skrz nastavení JIRA
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Samostatný projekt
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Typy úloh
Organization – Data o firmě
Contact – Kontaktní osoba
Deal – Zakázka
Activity – Práce na zakázce
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Obsah úloh
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Workflow
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Přehledy - Deals
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Přehledy - Activities
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KAMIL BEER • ATLASSIAN CONSULTANT • ONLIO
Děkuji za pozornostUžitečné odkazy:
Prezentace ke sdílení http://www.slideshare.net/Onlio
Atlassian komunita CZ & SK www.linkedin.com/groups?gid=2648129