Keeping your department on budget using GreenHopper and Temp
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Transcript of Keeping your department on budget using GreenHopper and Temp
#Summit112011.06.10 v4
Keeping your departmenton budget
Using GreenHopper and Tempo
Michael RainwaterDirector EngineeringTwitter: @mjrainwater
2#Summit11
Balfour
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• Yearbooks• Letter Jackets• Graduation
Products• Class Rings• Retail Jewlery
• JC Penney• Walmart
• Professional Sports
• Team• Fans
Engineering
Balfour Organization
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Yearbooks
Class Rings
Retail Jewelry
Jackets
Grad Products
MarketingInformation Technology
Dallas, TX
Austin, TX
Waco, TX
Louisville, KY
Mérida, MX
Taiwan
Operations
Infrastructure
Ecommerce
Systems
Engineering
Balfour Organization
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Information Technology
Development
Quality Assurance
Manufacturing Support
Development• Java, PHP, MySQL• Project Management
Quality Assurance• Testing + Tech Support• Defect Management
Manufacturing Support• Publishing Support• Mfg Quality Control
Manufacturing
Operations
Balfour Roles
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Marketing
ITManagemen
t
QualityDeveloper
Staying On Budget
• Operating Expenses (OPEX) vs Capital Expenses (CAPEX)
• Tracking capitalized expenses supports increased EBITDA
• Project expense tracking
• Labor is generally the largest project expense
• Client Billing
• Detailed records supports improved client billing
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Why JIRA?
• Balfour has been agile development for over 2 years.
• We were using Rally Enterprise Edition to support the engineering team, but did not have enough licenses for all of our other stakeholders.
• Last year, we decided to look more broadly for a new agile tool for the department.
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First Problem To Solve
Objectives
1. Increase the number of users / licenses
2. Reduce annual total cost3. Option to bring in-house at a later
date
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Selecting a new agile tool
Change is harder than improvement
• We knew we needed to change• Not just the tool The process
• But change isn’t easy• Battling Pre-conceived ideas• Previous tool strongly dictated the process (Right vs. Wrong)
• Developers satisfied with current system• Management not satisfied with the results
• Major Issues• Each iteration “Accepted” less than “Committed”• Completing work from previous iterations• Management reports were meaningless
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“JIRA is a defect management system. I can see how it is useful for issue tracking. But we need an agile development tool.”
Development Manager
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JIRA Skepticism
“Our accounting processes rely on the current system (Rally). We can’t adopt a new product.”
Accounting Analyst
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Change Skepticism
How Does JIRA Studio Compare?
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What We NeedDefect ManagementPer User CostsAnnual Total (50 users)
Backlog ManagementMetrics / DashboardWiki (Doc Management)Time Management
JIRA StudioExcellent
$150 / year$7,500
GreenHopperHighly
ConfigurableIncludedTempo
The Old WayExtra Fees$450 / year
$22,500
ExcellentSome Included
NoneExtra Fees
What makes the difference?
• Iteration Planning
• Release Planning
• Dashboards
• Custom Reports
• Timesheet Entry
• Accounting Integration
• GreenHopper Integration
• Custom Reports (with an API)
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GreenHopper Tempo
GreenHopper Tips & Tricks
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Needs
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I need the tool to get out of
the way!
I need to organize by program and
sub-project
GreenHopper
I need to see all changes across
projects for the release
ITManagemen
tDeveloper
Workflows
Hierarchies
ClearCommunication
Marketing
JIRA + GreenHopper Delivers:
Custom Workflows
Problem #1
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Defined
Balfour Engineering Process
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Map Your Own Process
Developer
Quality
Scoped DevQA
ReadyDone
QA Rejected
Defined Scoped DevQA
ReadyDone
QA Rejected
Task Board Mapping = Workflows
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5 issues – 24h5 issues – 24h
Agile Task Board
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5 issues – 24h5 issues – 24h
Quality
I simply drag-and-drop to accept an issue!
Agile Task Board
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5 issues – 24h5 issues – 24h
Quality
I simply drag-and-drop to accept an issue!
Developer
JIRA + GreenHopperLet us work our way.
Tools should not dictate the process
Agile Task Board
JIRA + GreenHopper Delivers:
Hierarchical Projects
Problem #2
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Hierarchical Projects• Studio Balfour is a Program with many
projects.
• JIRA does not have project hierarchies
• You can achieve the same results by using both components in JIRA combined with GreenHopper context
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Studio Balfour
AdBuilder
Ad BuilderManager
BaanIntegration IT
Management
Manufacturing
Operations
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Components + Context = Hierarchy
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ITManagemen
t
I can see work for the entire project, or
drill into sub-projects using GreenHopper
context
Components + Context = Hierarchy
JIRA + GreenHopper Delivers:
Clear Communication
Problem #3
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Reporting Iteration Changes
• Need to report across all programs and projects
• Customers do not know or care about projects.
• By simply naming JIRA project revisions the same for each iteration, the built-in reports operate across projects.
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Marketing
ITManagemen
t
Use Revision Naming Scheme
SY12 IT05
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School Year
Iteration
Use Revision Naming Scheme
SY12 IT05
30
School Year
Iteration
Marketing
Cross Project Reporting is easy
with common names
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#atlassiansummit
Developers & QA Love JIRA + GreenHopper because:
• Custom workflows are simple using drag-n-drop
• System gets out of the way and lets me work
• Combined power of JIRA defect management with backlog management in GreenHopper
Developer
Quality
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#atlassiansummit
Operations and Management Love JIRA + GreenHopper because:
• Hierarchical views support roll-up for programs • Custom “Context” provides quick filtering• Dashboards provide quick project status
ManufacturingOperations IT
Management
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Marketing Loves JIRA + GreenHopper because:
• Custom Reports from JIRA show all changes in all projects for a given release (aka iteration)
• Export to Excel for archiving• Personal Dashboards are relevant to each
person
Marketing
TempoTips & Tricks
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ManufacturingOperations
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I need time reporting to
be quick and painless
I need custom reports by user and
by project
Tempo NeedsI need charges
accounted correctly for projects and
customers
ITManagemen
tDeveloper
EasyTimecards
CustomReports
AccountingIntegration
JIRA + Tempo Delivers:
Easy Timecards
Problem #1
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Simple Time Entry
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Be Very Careful !!• These options operate
on the JIRA Issue.• If you choose “Delete”
it doesn’t just delete from your timesheet.
• The Delete Option here is VERY dangerous
Simple Time Entry
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Developer
Quality
Why Managers Love It• Approval Workflow• Time corrections• Manager access for
terminated employees
Why Developers Love It• Enter time by week or
month• Enter time on the JIRA
issue directly
ITManagemen
t
Time Entry From Jira Issue
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Time Entry From Jira Issue
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Developer
Helpful Tip:Worklogs always add time, they don’t edit it.
JIRA + Tempo Delivers:
Custom Reports
Problem #2
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Custom Report Options
• Jasper Reports (http://jasperforge.org/)• This report tool is mentioned on the Tempo site, but there are
no directions. The XML from “tempo-getWorklog” did not work for me when I tried this.
• Build your own XSL• This works well if you are familiar with XSL. Even if you’re not,
you can use the samples I provide with simple modifications.
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Example Custom Reports
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1
2
3 4
Report 1: By User, Billing Key
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Jenny.Price
Ray.Chu
Brian.May
Total Brian.May
Total Jenny.Price
Total Ray.Chu
Billing
KeyUser
Report 1: By User, Billing Key
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Jenny.Price
Ray.Chu
Brian.May
Total Brian.May
Total Jenny.Price
Total Ray.Chu
Billing
KeyUser
ITManagement
Totals by employee let me manage my team
Report 2: By Billing Key, User
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Total Tony Greene
Total Leon Chan
Total Laura Coats
Total Jay Keys
Laura Coats
Tony Greene
Leon Chan
Jay Keys
Billing
KeyUser
Report 2: By Billing Key, User
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Total Tony Greene
Total Leon Chan
Total Laura Coats
Total Jay Keys
Laura Coats
Tony Greene
Leon Chan
Jay Keys
ManufacturingOperations
I can easily see billing information for non-billable
time as well as totalsfor each project / customer
Billing
KeyUser
Tempo Setup: Billing Keys
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1
2
3
Tempo Setup: Billing Keys
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Tempo Setup: Billing Keys
• Download Account Information
• Edit in Excel
• Import from CSV
• Project Mapping Editing Allowed
• Must have at least 2 Billing Keys in Project (even if only one is needed)
• This screen needs the most work! But is modified infrequently so I can live with it.
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Project Accounting Reports
• Customization• Custom Date Ranges• Include/Exclude Internal
Issues• Print or Excel Export
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Manufacturing
Operations
• Reports by:• User• Project• Team• Customer
JIRA + Tempo Delivers:
Accounting Integration
Problem #3
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• This is just another report and varies by your own system requirements
• For Balfour, we created a CSV export. See the sample reports I provide for a simple CSV file. The columns can be easily adjusted.
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Integration with Accounting
• This is just another report and varies by your own system requirements
• For Balfour, we created a CSV export. See the sample reports I provide for a simple CSV file. The columns can be easily adjusted.
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ManufacturingOperations
Accounting integration with CSV eliminates data-entry errors and
is more reliable.
Integration with Accounting
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#atlassiansummit
Developers & QA Love JIRA + Tempo because:
• Timecard entry is quick and painless• Multiple options for entering time (by day,
week, or while editing a single issue)
Developer
Quality
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Management Loves JIRA + Tempo because:
• Managers can enter time corrections when needed
• Simple approval process and team setup give managers tools they need
• Custom reports and export to accounting systems provide business intelligence for running the business
ITManagemen
t
Click to edit Master text styles
#atlassiansummit
ManufacturingOperations
Operations Loves JIRA + Tempo because:
• Cost accounting supports billing customers• Supports capitalized projects to minimize
operating expenses
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Balfour keeps our engineering team:
• On Budget• On Time• Delivering the right scope
Using GreenHopper & Tempo
Summary
• Custom Workflows
• Hierarchical Projects
• Clear Communications
• Easy Timecards
• Custom Reports
• Accounting Integration
TempoGreenHopper
Questions
Keeping your departmenton budget
Using GreenHopper and Tempo
Michael RainwaterDirector EngineeringTwitter: @mjrainwater
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#Summit11