Keeping Your Projects on Budget using GreenHopper and Tempo
-
Upload
michael-rainwater -
Category
Business
-
view
3.010 -
download
0
description
Transcript of Keeping Your Projects on Budget using GreenHopper and Tempo
![Page 1: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/1.jpg)
#Summit112011.06.10 v6
![Page 2: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/2.jpg)
Keeping your departmenton budget
Using GreenHopper and Tempo
Michael RainwaterDirector EngineeringTwitter: @mjrainwater
2#Summit11
![Page 3: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/3.jpg)
Balfour
3
• Yearbooks• Letter Jackets• Graduation
Products• Class Rings• Retail Jewlery
• JC Penney• Walmart
• Professional Sports
• Team• Fans
![Page 4: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/4.jpg)
Engineering
Balfour Organization
4
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
![Page 5: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/5.jpg)
Engineering
Balfour Organization
5
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
![Page 6: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/6.jpg)
Manufacturing
Operations
Balfour Roles
6
Marketing
ITManagemen
t
QualityDeveloper
![Page 7: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/7.jpg)
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
7
![Page 8: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/8.jpg)
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.
8
![Page 9: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/9.jpg)
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
9
Selecting a new agile tool
![Page 10: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/10.jpg)
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
10
![Page 11: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/11.jpg)
“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
11
JIRA Skepticism
![Page 12: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/12.jpg)
“Our accounting processes rely on the current system (Rally). We can’t adopt a new product.”
Accounting Analyst
12
Change Skepticism
![Page 13: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/13.jpg)
How Does JIRA Studio Compare?
13
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
![Page 14: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/14.jpg)
What makes the difference?
• Iteration Planning
• Release Planning
• Dashboards
• Custom Reports
• Timesheet Entry
• Accounting Integration
• GreenHopper Integration
• Custom Reports (with an API)
14
GreenHopper Tempo
![Page 15: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/15.jpg)
GreenHopper Tips & Tricks
15
![Page 16: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/16.jpg)
Needs
16
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
![Page 17: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/17.jpg)
JIRA + GreenHopper Delivers:
Custom Workflows
Problem #1
17
![Page 18: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/18.jpg)
Defined
Balfour Engineering Process
18
Map Your Own Process
Developer
Quality
Scoped DevQA
ReadyDone
QA Rejected
Defined Scoped DevQA
ReadyDone
QA Rejected
![Page 19: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/19.jpg)
Task Board Mapping = Workflows
19
![Page 20: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/20.jpg)
20
5 issues – 24h5 issues – 24h
Agile Task Board
![Page 21: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/21.jpg)
21
5 issues – 24h5 issues – 24h
Quality
I simply drag-and-drop to accept an issue!
Agile Task Board
![Page 22: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/22.jpg)
22
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
![Page 23: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/23.jpg)
JIRA + GreenHopper Delivers:
Hierarchical Projects
Problem #2
23
![Page 24: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/24.jpg)
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
24
Studio Balfour
AdBuilder
Ad BuilderManager
BaanIntegration IT
Management
Manufacturing
Operations
![Page 25: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/25.jpg)
25
Components + Context = Hierarchy
![Page 26: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/26.jpg)
26
ITManagemen
t
I can see work for the entire project, or
drill into sub-projects using GreenHopper
context
Components + Context = Hierarchy
![Page 27: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/27.jpg)
JIRA + GreenHopper Delivers:
Clear Communication
Problem #3
27
![Page 28: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/28.jpg)
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.
28
Marketing
ITManagemen
t
![Page 29: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/29.jpg)
Use Revision Naming Scheme
SY12 IT05
29
School Year
Iteration
![Page 30: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/30.jpg)
Use Revision Naming Scheme
SY12 IT05
30
School Year
Iteration
Marketing
Cross Project Reporting is easy
with common names
![Page 31: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/31.jpg)
Click to edit Master text styles
#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
![Page 32: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/32.jpg)
Click to edit Master text styles
#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
![Page 33: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/33.jpg)
Click to edit Master text styles
#atlassiansummit
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
![Page 34: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/34.jpg)
TempoTips & Tricks
34
![Page 35: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/35.jpg)
ManufacturingOperations
35
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
![Page 36: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/36.jpg)
JIRA + Tempo Delivers:
Easy Timecards
Problem #1
36
![Page 37: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/37.jpg)
Simple Time Entry
37
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
![Page 38: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/38.jpg)
Simple Time Entry
38
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
![Page 39: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/39.jpg)
Time Entry From Jira Issue
39
![Page 40: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/40.jpg)
Time Entry From Jira Issue
40
Developer
Helpful Tip:Worklogs always add time, they don’t edit it.
![Page 41: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/41.jpg)
JIRA + Tempo Delivers:
Custom Reports
Problem #2
41
Download this example: • Bitbucket
https://bitbucket.org/mjrainwater/• SourceForge.net
http://tempoplugin-xsl.sourceforge.net/
![Page 42: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/42.jpg)
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.
42
![Page 43: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/43.jpg)
Example Custom Reports
43
1
2
3 4
![Page 44: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/44.jpg)
Report 1: By User, Billing Key
44
Jenny.Price
Ray.Chu
Brian.May
Total Brian.May
Total Jenny.Price
Total Ray.Chu
Billing
KeyUser
![Page 45: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/45.jpg)
Report 1: By User, Billing Key
45
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
![Page 46: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/46.jpg)
Report 2: By Billing Key, User
46
Total Tony Greene
Total Leon Chan
Total Laura Coats
Total Jay Keys
Laura Coats
Tony Greene
Leon Chan
Jay Keys
Billing
KeyUser
![Page 47: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/47.jpg)
Report 2: By Billing Key, User
47
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
![Page 48: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/48.jpg)
Tempo Setup: Billing Keys
48
1
2
3
![Page 49: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/49.jpg)
Tempo Setup: Billing Keys
49
![Page 50: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/50.jpg)
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.
50
![Page 51: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/51.jpg)
Project Accounting Reports
• Customization• Custom Date Ranges• Include/Exclude Internal
Issues• Print or Excel Export
51
Manufacturing
Operations
• Reports by:• User• Project• Team• Customer
![Page 52: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/52.jpg)
JIRA + Tempo Delivers:
Accounting Integration
Problem #3
52
![Page 53: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/53.jpg)
• 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.
53
Integration with Accounting
![Page 54: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/54.jpg)
• 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.
54
ManufacturingOperations
Accounting integration with CSV eliminates data-entry errors and
is more reliable.
Integration with Accounting
![Page 55: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/55.jpg)
Click to edit Master text styles
#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
![Page 56: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/56.jpg)
Click to edit Master text styles
#atlassiansummit
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
![Page 57: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/57.jpg)
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
![Page 58: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/58.jpg)
58
Balfour keeps our engineering team:
• On Budget• On Time• Delivering the right scope
Using GreenHopper & Tempo
![Page 59: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/59.jpg)
Summary
• Custom Workflows
• Hierarchical Projects
• Clear Communications
• Easy Timecards
• Custom Reports
• Accounting Integration
TempoGreenHopper
![Page 60: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/60.jpg)
Questions
Download this example: • Bitbucket
https://bitbucket.org/mjrainwater/• SourceForge.net
http://tempoplugin-xsl.sourceforge.net/
![Page 61: Keeping Your Projects on Budget using GreenHopper and Tempo](https://reader035.fdocuments.in/reader035/viewer/2022062614/546c397caf79596b708b4b87/html5/thumbnails/61.jpg)
Keeping your departmenton budget
Using GreenHopper and Tempo
Michael RainwaterDirector EngineeringTwitter: @mjrainwater
61
#Summit11