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JIRA Service Desk
11/2013
Marko Saha

28.11.2013

www.ambientia.net

2
JIRA Service Desk background
• 40% of JIRA 22,000 customers use it for internal

IT service desk
• Built on top of JIRA => no need to learn a whole
new product, you have one user base to deal
with, you don't have to deal with integrations.
• Available behind the firewall and onDemand

28.11.2013

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Jira Service Desk

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JIRA Service Desk

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JIRA Service Desk – Out-of-the-Box experience
Create new Service Desk, you‟ll get predefined:
• Issue types/Request types and templates
• Workflow
• Queues
• SLA metrics
• Reports

“Easy to start making your own modifications – no
need to start for the scratch”
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6
JIRA Service Desk features
• Customer portal – simple and intuitive customer

interface
• SLAs – Flexible and customisable metrics
• Queues – Customisable and editable JQL-based
queries for managing Service Desk team‟s work
• Reports – Visual, real-time reports, customisable
with JQL

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Jira Service Desk interfaces

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Customer portal – Speak your customers’
language

• Easy Call-to-Actions for customers
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Customer portal - Request types

• Issue types are mapped to Request types
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Customer Portal – Request type configurations

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Customer portal – Request templates

•
•

Request types are Issue type templates
Possibility to preset field values, like components and labels (hidden for
customer)

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Customer Portal – Grouping Request types

• You can group request types to make it easy for

customers to find the right request type in the
Customer Portal.
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Customer portal - workflows

• Possibility to remap statuses for customers by

Workflow/Request type
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Customer Portal – Re-mapping statuses

• „‟‟
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Customer portal - Notifications

•

Smart email notifications – customer only notified when they
need to take an action

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Customer Portal – Comment and
follow your Requests

• Easy to search, follow and comment your

Requests
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Queues – Prioritised inbox

• Organise issues into streams of prioritised work
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Queues – core concepts
A Queue lets you define
• What Issues are shown using JQL* (*Jira Query
Language)
• The columns that are displayed
• The Priority of Issues through ordering
• hj

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Queues - defining

• Easy to design your own queues
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Queues – Design perspectives
• Match your workflow

• By Due date
• Split by areas of specialisation
• Hybrid queues (parts of workflow, sub-

teams, procurement etc.)
• Prioritisation (Created date, Due date, Priority or
Severity)
• SLAs – Service Level Agreements

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SLA – your service promise

• See your performance
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SLA – Core concepts
An SLA has two parts
• A time metric defines how to measure time
• A goal is a target time for the metric for a set of
issues
-> Measurable goals
Common SLAs
• Time to Intervention, Time to First Response
• Time to Resolution
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SLAs - Defining

•

Set conditions(start,pause,stop) and assign goals (JQL, time, Calendar)

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SLAs – Design perspectives
• Time to triage

• Time to assign an issue
• Time to first response
• Time between comments

• Time awaiting approval
• Time for vendor to supply goods

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SLAs – measure what matters
• Issue level (Issue screen)

• Aggregate level (JIRA SD SLA view)
• Querying for SLA by JQL (JIRA SD Queues

view)

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SLA Calendar (v1.1)

•

Create an custom calendar based on your service desk opening hours

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Reports – measure and improve

• Visualise performance to identify bottlenecks

and optimise your process
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Reports – Core concepts
• A report has 1 or more series

• A series plots a metric over time
• A metric can be volume-based or time-based
• A series can be filtered using JQL

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Reports - defining

• Add predefined Series and fine-tune your report with

JQL
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Reports – Design perspectives
• Visualise your team‟s workload and performance

• Report on time metric series
• Team‟s Responsiveness, use reports historical

data to define SLA targets
• SLA reports (e.q. Total number of tickets vs.
tickets resolved within SLA)

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Summary

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32
Knowledge Base

•

Reduce the number of tickets – turn your service desk to self service desk

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Knowledge Base – Core concepts
• A service desk can be connected to a

Knowledge Base space in Confluence
• A knowledge article is a page in the Knowledge
Base space

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34
Knowledge Base - defining

• Confluence Knowledge Base space Blueprint

allows you to easily build KB in your Confluence
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35
Knowledge Base – Design
perspectives
Utilise KB space Blueprint, including:
• Landing page
• How-To-Article page Blueprint
• Troubleshooting Article page Blueprint
Hook Up with JIRA Service Desk

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36
Knowledge Base – page Blueprints

• Get started really quickly with predefined article

Blueprints
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Connecting JIRA SD with KB

• Custom search filters for Request types
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Knowledge Base - Search

• Easy to search articles within Customer Portal
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Knowledge Base - Suggestions

• User will be suggested for existing KB articles

when creating a new ticket
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KB – capturing knowledge

•

Knowledge can be captured directly within JIRA issue or creating a page in
Confluence (utilising page Blueprints)

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What’s New in Version 1.1?
• SLA calendars

• Request groups
• Multilingual support

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42
VertygoSLA?
• If you have an active VertygoSLA license as at

2nd October 2013, you will be eligible to obtain
JIRA Service Desk for free. Please contact
sales@atlassian.com before 31st December
2013.
• Alternatively, you can continue to use
VertygoSLA. Valiantys will continue to support
VertygoSLA until 2nd October 2015.
• All VertygoSLA customers are eligible to renew
their VertygoSLA licenses through to a maximum
end date of 2nd October 2015.
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43
Tips and Hints
• One JIRA project equals one JIRA Service Desk

• Consider to leave Default assignee set as

UnAssigned in Project Administration
• To disable email notifications completely (for all
service desks), go to > Add-ons. Then use the
Service Desk link in the left panel to open your
JIRA Service Desk settings.
• Enabling email users for submitting tickets to
JIRASD, check Jira Advanced Mail Handler:
https://thepluginpeople.atlassian.net/wiki/display/JE
MH/Integrate+JEMH+with+JIRA+Service+Desk
28.11.2013

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44
DEMO

28.11.2013

www.ambientia.net

45
Marko Saha
Director, Agile Enterprise Solutions
Puhelin: 0400 620 021
Sähköposti: marko.saha@ambientia.fi

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Guide to JIRA Service Desk Features and Configuration

  • 1.
  • 2. JIRA Service Desk 11/2013 Marko Saha 28.11.2013 www.ambientia.net 2
  • 3. JIRA Service Desk background • 40% of JIRA 22,000 customers use it for internal IT service desk • Built on top of JIRA => no need to learn a whole new product, you have one user base to deal with, you don't have to deal with integrations. • Available behind the firewall and onDemand 28.11.2013 www.ambientia.net 3
  • 6. JIRA Service Desk – Out-of-the-Box experience Create new Service Desk, you‟ll get predefined: • Issue types/Request types and templates • Workflow • Queues • SLA metrics • Reports “Easy to start making your own modifications – no need to start for the scratch” 28.11.2013 www.ambientia.net 6
  • 7. JIRA Service Desk features • Customer portal – simple and intuitive customer interface • SLAs – Flexible and customisable metrics • Queues – Customisable and editable JQL-based queries for managing Service Desk team‟s work • Reports – Visual, real-time reports, customisable with JQL 28.11.2013 www.ambientia.net 7
  • 8. Jira Service Desk interfaces 28.11.2013 www.ambientia.net 8
  • 9. Customer portal – Speak your customers’ language • Easy Call-to-Actions for customers 28.11.2013 www.ambientia.net 9
  • 10. Customer portal - Request types • Issue types are mapped to Request types 28.11.2013 www.ambientia.net 10
  • 11. Customer Portal – Request type configurations 28.11.2013 www.ambientia.net 11
  • 12. Customer portal – Request templates • • Request types are Issue type templates Possibility to preset field values, like components and labels (hidden for customer) 28.11.2013 www.ambientia.net 12
  • 13. Customer Portal – Grouping Request types • You can group request types to make it easy for customers to find the right request type in the Customer Portal. 28.11.2013 www.ambientia.net 13
  • 14. Customer portal - workflows • Possibility to remap statuses for customers by Workflow/Request type 28.11.2013 www.ambientia.net 14
  • 15. Customer Portal – Re-mapping statuses • „‟‟ 28.11.2013 www.ambientia.net 15
  • 16. Customer portal - Notifications • Smart email notifications – customer only notified when they need to take an action 28.11.2013 www.ambientia.net 16
  • 17. Customer Portal – Comment and follow your Requests • Easy to search, follow and comment your Requests 28.11.2013 www.ambientia.net 17
  • 18. Queues – Prioritised inbox • Organise issues into streams of prioritised work 28.11.2013 www.ambientia.net 18
  • 19. Queues – core concepts A Queue lets you define • What Issues are shown using JQL* (*Jira Query Language) • The columns that are displayed • The Priority of Issues through ordering • hj 28.11.2013 www.ambientia.net 19
  • 20. Queues - defining • Easy to design your own queues 28.11.2013 www.ambientia.net 20
  • 21. Queues – Design perspectives • Match your workflow • By Due date • Split by areas of specialisation • Hybrid queues (parts of workflow, sub- teams, procurement etc.) • Prioritisation (Created date, Due date, Priority or Severity) • SLAs – Service Level Agreements 28.11.2013 www.ambientia.net 21
  • 22. SLA – your service promise • See your performance 28.11.2013 www.ambientia.net 22
  • 23. SLA – Core concepts An SLA has two parts • A time metric defines how to measure time • A goal is a target time for the metric for a set of issues -> Measurable goals Common SLAs • Time to Intervention, Time to First Response • Time to Resolution 28.11.2013 www.ambientia.net 23
  • 24. SLAs - Defining • Set conditions(start,pause,stop) and assign goals (JQL, time, Calendar) 28.11.2013 www.ambientia.net 24
  • 25. SLAs – Design perspectives • Time to triage • Time to assign an issue • Time to first response • Time between comments • Time awaiting approval • Time for vendor to supply goods 28.11.2013 www.ambientia.net 25
  • 26. SLAs – measure what matters • Issue level (Issue screen) • Aggregate level (JIRA SD SLA view) • Querying for SLA by JQL (JIRA SD Queues view) 28.11.2013 www.ambientia.net 26
  • 27. SLA Calendar (v1.1) • Create an custom calendar based on your service desk opening hours 28.11.2013 www.ambientia.net 27
  • 28. Reports – measure and improve • Visualise performance to identify bottlenecks and optimise your process 28.11.2013 www.ambientia.net 28
  • 29. Reports – Core concepts • A report has 1 or more series • A series plots a metric over time • A metric can be volume-based or time-based • A series can be filtered using JQL 28.11.2013 www.ambientia.net 29
  • 30. Reports - defining • Add predefined Series and fine-tune your report with JQL 28.11.2013 www.ambientia.net 30
  • 31. Reports – Design perspectives • Visualise your team‟s workload and performance • Report on time metric series • Team‟s Responsiveness, use reports historical data to define SLA targets • SLA reports (e.q. Total number of tickets vs. tickets resolved within SLA) 28.11.2013 www.ambientia.net 31
  • 33. Knowledge Base • Reduce the number of tickets – turn your service desk to self service desk 28.11.2013 www.ambientia.net 33
  • 34. Knowledge Base – Core concepts • A service desk can be connected to a Knowledge Base space in Confluence • A knowledge article is a page in the Knowledge Base space 28.11.2013 www.ambientia.net 34
  • 35. Knowledge Base - defining • Confluence Knowledge Base space Blueprint allows you to easily build KB in your Confluence 28.11.2013 www.ambientia.net 35
  • 36. Knowledge Base – Design perspectives Utilise KB space Blueprint, including: • Landing page • How-To-Article page Blueprint • Troubleshooting Article page Blueprint Hook Up with JIRA Service Desk 28.11.2013 www.ambientia.net 36
  • 37. Knowledge Base – page Blueprints • Get started really quickly with predefined article Blueprints 28.11.2013 www.ambientia.net 37
  • 38. Connecting JIRA SD with KB • Custom search filters for Request types 28.11.2013 www.ambientia.net 38
  • 39. Knowledge Base - Search • Easy to search articles within Customer Portal 28.11.2013 www.ambientia.net 39
  • 40. Knowledge Base - Suggestions • User will be suggested for existing KB articles when creating a new ticket 28.11.2013 www.ambientia.net 40
  • 41. KB – capturing knowledge • Knowledge can be captured directly within JIRA issue or creating a page in Confluence (utilising page Blueprints) 28.11.2013 www.ambientia.net 41
  • 42. What’s New in Version 1.1? • SLA calendars • Request groups • Multilingual support 28.11.2013 www.ambientia.net 42
  • 43. VertygoSLA? • If you have an active VertygoSLA license as at 2nd October 2013, you will be eligible to obtain JIRA Service Desk for free. Please contact sales@atlassian.com before 31st December 2013. • Alternatively, you can continue to use VertygoSLA. Valiantys will continue to support VertygoSLA until 2nd October 2015. • All VertygoSLA customers are eligible to renew their VertygoSLA licenses through to a maximum end date of 2nd October 2015. 28.11.2013 www.ambientia.net 43
  • 44. Tips and Hints • One JIRA project equals one JIRA Service Desk • Consider to leave Default assignee set as UnAssigned in Project Administration • To disable email notifications completely (for all service desks), go to > Add-ons. Then use the Service Desk link in the left panel to open your JIRA Service Desk settings. • Enabling email users for submitting tickets to JIRASD, check Jira Advanced Mail Handler: https://thepluginpeople.atlassian.net/wiki/display/JE MH/Integrate+JEMH+with+JIRA+Service+Desk 28.11.2013 www.ambientia.net 44
  • 46. Marko Saha Director, Agile Enterprise Solutions Puhelin: 0400 620 021 Sähköposti: marko.saha@ambientia.fi