How to Guide: Part 1 –  What is Incident Management in JSM

Welcome to part one of our upcoming four-part series where we dive into how Jira Service Management (JSM) can bring your technology agents to the next level of Incident Management. In this bi-weekly series, How to Manage Incidents with Jira Service Management: A Step-by-Step Guide for Jira Agents, we’ll discuss how some key out-of-the-box JSM features can enable agents to respond with speed, collaborate with development, escalate efficiently, and ensure follow-up post-incident.

All organizations have managing incidents as a top priority, and their technology agents need the right tools at their fingertips to respond, escalate, and resolve promptly. This series provides an in-depth look at how JSM and its out-of-the-box incident management features more than meet these needs.

Incident Management Response

Responding quickly and accurately to incidents can be a challenge. Agents often have to sift through various spreadsheets, folders, tools, and other resources to find the information needed to respond, troubleshoot, and escalate an incident. Every minute a core business service is not operational, organizations lose money.

Below we’re going to explore some key out-of-the-box features of Jira Service Management (JSM) that enable agents to act immediately upon incidents being reported, which will result in quicker restoration of service for customers.

These features enable JSM users and agents in a number of ways:

  • Enable the customer with self-service knowledge base articles or request forms for quick action.
  • Provide agents insight into what systems, applications, and support teams are affected.
  • Automatically populate data from Jira Assets based on the service selected by the customer.
  • Provide visibility into linked issues related to the same service being reported.
  • Auto-populate instructions and links to runbooks in the request, giving agents immediate access to processes and procedures for specific business services.

Utilizing Self-Service

We feel it’s important to encourage customers to use the search feature on the JSM customer portal homepage, as it’s going to provide users with two potential ways to obtain assistance.

In our example here, upon typing in “order system down,” we’re first presented with potential knowledge base articles housed in Confluence that could help us resolve our issue or provide helpful information.

Customers will also be presented with any relevant request forms based on what is entered in the search.

When it comes to reporting incidents, this provides the customer quick access to the form they need to report the issue immediately, avoiding having to search various portals and forms to find what they need.

Upon submission of a new issue, key data is automatically added to the request. Let’s take a look at what information is presented to the JSM agent when first responding to an incident.

Incident Ticket Overview

In the body of the ticket, the agent can see the affected service based on what the customer submitted on the intake form. This is being pulled from the Jira Assets CMDB. Upon expanding the service, the agent will see any additional incidents that may be open on the affected service, as well as the tier of the service. Having this information readily available gives the agent a sense of how widespread the incident may be.

Also pulled from Jira Assets, on the right side of the issue, the agent will see any applications impacted, as well as the support group. Additional details can be seen when expanding the impacted application.

This immediately lets the agent know not only the specific affected applications but what support group needs to be engaged, without having to go outside of the issue to check an external list.

Confluence Runbooks

Lastly, with built-in automation, links to specific Confluence runbooks can be added to the issue upon creation based on the affected service chosen by the customer. These runbooks can provide a step-by-step guide for the agent on troubleshooting, communication plans, architecture, and known errors to enable quick response and action.

Conclusion

Managing incidents is the most critical function for all IT Operations teams. The most important element of managing these incidents is speed. How quickly Operations identify, respond, escalate, and ultimately resolve will determine how long core business services are unavailable for customers.

The ability to act quickly is often a crutch to Operations teams. We consistently see organizations using on-call spreadsheets that are hard to find, having to navigate to multiple tools to communicate or escalate, or struggling to find the right documentation, all slowing down response and resolution for customers.

With Jira Service Management and its built-in features discussed above, these issues are not only solved but are all actionable within one system, one screen, and one issue.

Frequently Asked Questions

What is incident management?

Incident management refers to the process of identifying, analyzing, and responding to incidents, disruptions, or events that have the potential to negatively impact an organization’s operations.

In essence, incident management is a vital component of an organization’s overall risk management and business continuity strategy, helping to mitigate the impact of unforeseen events and maintain operational resilience.

What is Problem Management?

Problem management is a proactive IT service management process that focuses on identifying and resolving the root causes of incidents to prevent their recurrence. It involves analyzing incident data, identifying trends or recurring issues, and implementing solutions to prevent future incidents. Problem management aims to minimize the impact of incidents on the business and improve the overall quality and stability of IT services.

How to Guide: Part 2 – Linking Incidents to Jira Software

Welcome to part two of our four-part series on how Jira Service Management can bring your technology agents to the next level of Incident Management. In this week’s entry, we’ll discuss how agents can instantly create linked issues to Jira Software teams and how this seamless collaboration will improve overall response time and resolution of incidents.

One of the most common struggles we see our clients facing is the inability to efficiently escalate to higher levels of support, especially outside of their department. The most common scenario is your IT Operations team requiring input from software development to react and respond to an active incident involving a core application.

Oftentimes these teams are using different tools and have different processes, so multiple tickets are required in systems that aren’t integrated. All of this makes communication painful and delayed.

As we mentioned in Part 1 – Understanding Incident Management in JSM, responding to major incidents in a timely manner is key to service restoration, and it’s that much more critical when teams outside of Operations need to be involved.

One of the biggest benefits of having your frontline support on JSM is that it will seamlessly connect with your software development teams who, most likely, are already using Jira Software.

Creating a Linked Issue

When an agent is working an incident in JSM, a linked issue can be created at any time by clicking the Link issue button at the top of the issue.

From there, simply click Create linked issue in the middle of the ticket.

Choosing a Jira Project and Issue Type

After choosing to create a linked issue, you’ll have the option to choose a Jira Software or JSM project. In our example, we want to escalate this to a Jira Software development team called Platform Development.

Since Jira Software teams work out of backlogs and sprints, we can easily choose an issue type that fits their workflow, like bug, task, or story.

Next, you’ll be able to choose the relationship this newly linked issue has to the ongoing incident. This ensures all agents working this issue, as well as the team you’re escalating the linked issue to, know the specific relationship to the incident. These options include related to, blocked by, duplicate of, deployed by, caused by, and more.

Lastly, we can see that the summary and description are automatically populated from our original incident, saving the agent from having to populate these fields and speeding up the escalation.

Visibility and Cross-Collaboration

Agents will now see the linked issue for the development team in Jira Software right in the body of the issue.

This enables seamless collaboration between Support and Development so Operations can have direct visibility into all updates and actions that are in progress to resolve the incident. Operations can then keep the customer updated without having to reach out to Development to obtain the latest status.

Conclusion

Communication and escalation bottlenecks are often the cause of service interruptions lingering and going unresolved longer than they should. The ability to quickly engage the right teams is a must.

The power of Jira Software and JSM on one platform allows you to collaborate across products on the instance from ideation to development through to operations, speeding service delivery and improving uptimes for your customers.

Being able to create linked issues on the fly from Support to Development makes it easy to work across teams and products, and increases response and escalation to incidents.

This allows teams to continue to work their own way while still keeping lines of communication open.

Stay tuned next week for part three where we’ll dive into flagging and escalating major incidents through various channels!

At E7 we offer Journey to JSM packages which are designed to get your team into JSM with all the guesswork removed. Our out-of-the-box packages include strategic guidance, design workshops, assessments and recommendations, implementation, and training. More than a proof of concept, you’ll have our expert analysis, scorecards to measure continued success, and a fully realized service management solution!

Stop wasting valuable resources with your service management systems and start your Journey to JSM today with E7 Solutions.

Previous: Part 1 – Understanding Incident Management in JSM
Upcoming: Part 3 – Flagging and Escalating Major Incidents

How to Escalate Incidents With Speed in Jira Service Management

Welcome to part three of our four-part series on how Jira Service Management can elevate your support teams to the next level of Incident Management. In this week’s entry, we’ll discuss how agents can use embedded features built into every incident to instantly escalate in a number of ways, and why having these features at your fingertips is so valuable when the pressure is on to respond quickly.

Support agents carry a great deal of responsibility and pressure when core business services are down. While of course it’s important to have your incident response processes documented internally, it’s equally as important to enable your agents with the proper tools to execute these processes.

“Every minute counts. Prior to joining the Atlassian ecosystem, I spent 15 years supporting the technology inside thousands of retail stores across North America,” explained Paul G., Solutions Engineer at E7 Solutions. “When the POS registers at hundreds of locations across the country were unable to accept credit cards, you can imagine the stress and urgency responding support agents felt.”

Having to find a spreadsheet with the on-call phone numbers, draft an email, find the conference bridge number and passcode, call the on-call team, notify your supervisor, and on and on and on the steps go. All via different methods and in different places.

We talked in part one of this series about how JSM automatically pulls in relevant information needed for an agent to respond quickly. It’s no different when needing to escalate and act with speed.

Without having to leave the issue in JSM, agents can flag incidents as Major, start a conference call, or create a chat channel with ease. Let’s dive into how!

Flagging an issue as a Major Incident

In the details section of a JSM issue, we can see these three actions readily available to an agent at any time.

By clicking the Major Incident radio button, two flags can be automatically added to your incident.

A Major Issue label will be placed at the top of the issue, beneath the issue key.

A second flag can appear as an internal comment, so as agents are reading through comments they can visibly see that the issue has now been classified as a Major Incident.

This ensures all agents working on the issue know it has been classified as Major and response is critical.

Creating a Conference Call

Agents also have the ability to create a video conference call with one click. This will either start an internal call via your Atlassian Opsgenie application or your connected Zoom account.

While chat may be a great option for quick high-level updates for a group of responders, when it comes to true collaboration, screen sharing, troubleshooting, and more, it’s ideal to have the key players in a shared video call to begin these steps immediately.

Initiating a chat channel

In today’s fast-paced world, most organizations live and breathe in a chat tool all day long. One of the first actions typically asked of a responding agent is to create a chat channel when there’s a major incident. This brings technology leaders and responders together quickly to begin escalation and investigation.

Agents no longer have to leave their ticketing tool, pull up their chat tool, manually create a channel, name it, etc. All of this can be done instantly by clicking Create Channel from a JSM issue. The ticket number, description, and issue link are even automatically populated. This feature is available to integrate directly with Slack or Microsoft Teams.

Conclusion

Integrating these three key escalation tools into a single JSM issue has enabled support agents to escalate right from where they’re already working, giving them everything they need at their fingertips.

Speed is everything when systems are down, causing disruptions throughout the organization and its customers. Arming your agents with the ability to act instantly is critical to not only restoring service but also building confidence in your support staff so that when the next outage happens, they’ll be ready.

Seamless Problem Management with Jira Service Management

Welcome to the final part of our four-part series on how Jira Service Management can elevate your support teams to the next level of Incident Management. In this final installment, we’ll be discussing how agents can seamlessly handle problem management and begin post-incident reviews and problem ticket investigations right from a recently closed incident.

The most overlooked and ignored process we see while working with our clients is Problem Management. The priority when managing incidents and system outages is of course restoration as soon as possible. But what happens once service is restored? More often than not, the main incident and linked tickets are closed, customers are communicated to that everything is back to normal, and everyone moves on.

There may be an ask by leadership that the root cause needs to be determined, so the most recent incident can be prevented in the future. This typically happens for larger incidents. But as many of us know, what happens next is another project, task or ticket comes up and the focus is pretty much immediately shifted to putting out the next fire or hitting the next deadline.

These major incidents are forgotten but could happen again. Clients rarely have a defined process, let alone a tool and workflow to help guide their teams through Problem Management and determining root causes.

This is really where Jira Service Management can step in and provide all of that.

Initiating a Post Incident Review (PIR)

Upon resolution of an incident, agents can quickly create a Post Incident Review for further investigation of the root cause of the recent incident.

To take this one step further, create automation right within JSM to have PIR tickets created automatically upon closure of an incident.

This ensures technology and operations teams have that next investigative task in the queue before leadership even asks for it.


Exploring the Built-in Workflow

Post Incident Reviews and Problems are built right inside of JSM, as are Service Requests, Incidents and Changes. Having this core ITSM functionality ready to use in the way of forms, workflows, queues, and more makes transitioning your teams from a poor process or no process at all, that much easier.

Resolution

Because JSM is built on top of Jira Software where most software development teams work, JSM agents have visibility to backlogs, bugs, deployments, and more. Once a root cause has been identified, JSM agents can create a Change ticket in JSM. They then can link this to a ticket in the developer’s backlog in Jira Software to create a permanent fix for the recent incident.

Conclusion

In the first three installments of this series, we discussed how important it is to respond quickly and efficiently to active incidents and how JSM enables agents to do so.

It’s also crucial that when these incidents are resolved, teams determine the root causes and prevent them from happening again. Problem management needs to be more than just investigating issues.

With JSM, dev and IT teams have increased visibility and collaboration into their work. This allows them to determine problems and implement permanent solutions to reduce incidents in the future faster than ever before.

At E7 we offer Journey to JSM packages which are designed to get your team into JSM with all the guesswork removed. Our out-of-the-box packages include strategic guidance, design workshops, assessments and recommendations, implementation, and training. More than a proof of concept, you’ll have our expert analysis, scorecards to measure continued success, and a fully realized service management solution!

Stop wasting valuable resources with your service management systems and start your Journey to JSM today with E7 Solutions.

Part 1: Understanding Incident Management in JSM

Part 2: Linking Incidents to Jira Software

Part 3: Escalate Incidents With Speed in Jira Service Management

Migrating to Atlassian Cloud: Success Stories and Strategies

In today’s rapidly evolving technological landscape, businesses are increasingly embracing cloud-based solutions to enhance productivity, efficiency, and collaboration. One such transformational journey is the migration from Atlassian’s server-based systems to the cloud. This article explores three organizations that successfully completed the journey to cloud:


Examples of the Journey to Atlassian’s Cloud

Rockwell Automation: Revolutionizing Processes for the Next Century

Rockwell Automation, a global provider of industrial automation solutions, embarked on a migration journey to Atlassian Cloud with the support of E7 Solutions and Atlassian. Their primary motivation was to modernize their processes and eliminate the need for internal infrastructure support. By leveraging E7 Solutions’ expertise and Atlassian’s robust cloud infrastructure, Rockwell Automation achieved significant improvements in security, quality, cost, and time.

The migration process involved a comprehensive analysis of Rockwell Automation’s server-based engineering tools and the responsibilities of team members. With the guidance of E7 Solutions, they successfully migrated their data and applications to the cloud, ensuring a smooth transition. The collaboration between Rockwell Automation, E7 Solutions, and Atlassian enabled the organization to embrace the cloud’s benefits and position itself for success in the next century of business.

Manufacturing Systems Space: A Cloud Journey Enabled by E7 Solutions

A leading software company in the manufacturing systems space, with expertise in analyzing manufacturing operations across various industries, embarked on its cloud migration journey in 2021. Eager to no longer support infrastructure internally, they sought the assistance of E7 Solutions to guide them through the process. Their IT team, lacking the necessary capacity and expertise, realized the need for external support to ensure a successful migration.

With the impending sunset of Jira Server, the company was compelled to take action and migrate to the cloud. E7 Solutions’ Cloud Migration Playbook provided a structured approach to assess the data, applications, and integrations present in their Jira and Confluence server sites. Through careful planning and execution, E7 Solutions reduced the migration timeline from five to seven days to just four days.

This migration process alleviated concerns and provided the company with peace of mind, knowing that their migration was in capable hands. The successful transition to the cloud empowered their teams to collaborate more effectively and leverage the integrated features and functionality offered by the Atlassian Cloud platform.

Automotive Industry: Embracing the Power of Atlassian Cloud

A prominent company within the automotive industry focused on becoming a leading software and systems technologies integrator, embarked on their migration journey to Atlassian Cloud. With the impending sunset of Jira Server and a desire to leverage cloud-based services, the company turned to E7 Solutions to guide them through the migration process.

The transition to Atlassian Cloud was a significant change for the company, but they quickly adapted to the new environment. The familiarity of the cloud features and intuitive navigation made the migration process smoother. E7 Solutions played a crucial role in reducing the company’s Atlassian Cloud footprint by replacing marketplace apps with native functionality, streamlining their applications, and enhancing the experience for administrators and users.

Collaboration between E7 Solutions and the company’s internal teams enabled the successful migration of their data and applications. The company’s service management team took advantage of the ease of ticket management in Atlassian Cloud, streamlining their workflows and enhancing their overall productivity. The benefits of the migration, such as automated security updates, improved speed and accessibility, and lower total cost of ownership, were realized by the entire organization.

Strategies for a Successful Server-to-Cloud Migration: Partnering with E7 Solutions

As organizations navigate the journey to Atlassian Cloud, partnering with an Atlassian Solution Partner like E7 Solutions can make a significant difference. E7 offers Atlassian Cloud Migration Packages designed to facilitate a seamless transition. With their speed of delivery and expert guidance, they ensure a hassle-free migration experience, allowing you to focus on what matters most to your business. Their team of certified experts will handle the heavy lifting, ensuring that your data is securely migrated to the cloud, freeing you from the constraints of legacy systems.

As the end of life for Atlassian Server approaches, organizations must consider the benefits of migrating to Atlassian Cloud. With E7’s Cloud Migration Packages, the transition becomes seamless and cost-effective. By embracing the power of Atlassian Cloud, you can unlock the true potential of your organization, enhance collaboration, increase efficiency, and ensure the security of your data. Trust in the expertise of E7 Solutions, an Atlassian Solution Partner, to guide you on this journey to the future of cloud computing.

Don’t wait until it’s too late. E7 can be your guide for your Atlassian journey to the cloud.

How to Maximize ITSM Incident Management with Jira Service Management

Welcome to this comprehensive guide on maximizing ITSM incident management with Jira Service Management (JSM). 

This guide will summarize the key features and functionalities of JSM that can empower your technology agents to:

  • Respond swiftly.
  • Collaborate effectively.
  • Ensure efficient incident resolution.

By leveraging JSM’s out-of-the-box capabilities, you can elevate your support teams to the next level of incident management.

Key Takeaways

  • Swift Response: Respond quickly to incidents to minimize downtime and financial losses during an incident response.

  • Self-Service Tools: Empower customers with knowledge base articles and request forms for independent issue resolution when an incident occurs.

  • Insightful Visibility: Gain valuable insights into affected systems and collaborate efficiently with support teams for practical root cause analysis.

  • Runbook Integration: Access immediate guidance for incident resolution through Confluence runbooks, boosting incident management teams’ capabilities.

  • Seamless Collaboration: Streamline escalation and problem management processes and foster collaboration across teams to continuously improve incident prioritization.

The Importance of Incident Management Response

Responding quickly and accurately to incidents is crucial for organizations to:

  • Minimize downtime.

  • Mitigate financial losses.

  • Maintain customer satisfaction.

However, agents often face challenges accessing the necessary information to respond to, troubleshoot, and escalate high-priority incidents.

This lack of access to information can lead to delays in service restoration and increased frustration for agents and customers—creating ineffective incident management processes.

Leveraging Self-Service Knowledge Base and Request Forms

One of JSM’s key features is its ability to enable customers with self-service knowledge base articles and request forms. 

By encouraging customers to use the smart search feature on the JSM customer portal, you can provide them with quick access to relevant knowledge base articles that can help them resolve their issues independently. 

Additionally, relevant request forms can be presented to customers based on their search queries, allowing them to report incidents promptly without navigating through multiple portals or forms.

Gaining Insight into Affected Systems and Support Teams

Support Team

JSM provides agents with valuable insights into the systems, applications, and support teams affected by reported incidents.

How JSM Enhances Incident Management with Valuable Insights

By automatically populating data from Jira Assets based on the selected service, agents can quickly determine the scope of the incident and identify any related issues. 

This visibility into linked issues helps agents understand the extent of the incident and facilitates efficient collaboration with relevant support teams.

Accessing Runbooks for Immediate Guidance

JSM allows for the integration of Confluence runbooks into incident tickets to empower agents further.

Runbooks provide:

  • Step-by-step guides for troubleshooting.

  • Communication plans.

  • Architecture.

  • Known errors related to specific business services.

Streamlining Incident Management Workflow with Automated Runbook Integration

By auto-populating instructions and links to runbooks in the incident request, agents can access the processes and procedures necessary for quick response and action—an essential part of any effective incident management system.

Seamlessly Linking Incidents to Jira Software Development Teams

Seamlessly Linking Incidents to Jira Software Development Teams

Collaboration is essential—and software development teams and IT Operations must work together to resolve incidents effectively.

JSM seamlessly integrates with Jira Software, making it easy for agents to create linked issues and collaborate with development teams.

Agents can create a linked issue in Jira Software with a simple click and choose the appropriate project and issue type. This integration enables smooth communication and collaboration between support and development teams, leading to faster incident resolution.

Streamlining Escalation with Embedded Features

JSM incident management software provides agents with embedded features that streamline the escalation process.

Agents can:

  • Flag issues as major incidents.

  • Initiate conference calls.

  • Create chat channels directly from the incident ticket.

By flagging an issue as a major incident, agents notify all team members that immediate attention is required. Conference calls and chat channels facilitate real-time collaboration and enable quick escalation to the appropriate teams, ensuring a swift response to critical incidents.

Conducting Post-Incident Reviews for Continuous Improvement

Incident resolution is not the end of the story. 

Post-incident reviews and problem management are essential for identifying root causes and preventing future incidents.

JSM allows agents to initiate post-incident reviews seamlessly upon an incident’s resolution.

By creating a post-incident review ticket, agents can investigate the root cause and gather insights for incident identification and problem management. This proactive approach helps organizations learn from past incidents and implement preventive measures.

Integrating Problem Management into the Workflow

JSM provides built-in workflows and tools for problem management, making it easier for teams to address underlying issues.

Integrating post-incident reviews and problem tickets within JSM enables a smooth transition from incident resolution to problem management. Agents can explore the built-in workflows, forms, and queues to guide their teams through problem-management processes.

This integration ensures a holistic approach to incident management and facilitates identifying and resolving recurring issues.

Collaborating Across Products and Teams

Collaborating Across Products and Teams

The power of JSM lies in its ability to facilitate collaboration across products and teams.

By leveraging JSM and its integration with Jira Software, development and IT teams can work seamlessly from ideation to development to operations.

This collaboration speeds up service delivery and improves customer uptime. JSM enables teams to continue working with their preferred tools while maintaining open lines of communication and collaboration.

What do I need to know about JSM?

JSM, developed by Atlassian, is a powerful incident management tool designed to modernize how IT and business teams provide support and services.

It extends beyond traditional help desk solutions by integrating IT operations and development teams, facilitating swift issue resolution, and delivering superior service experiences.

Going beyond incident management as described in this article, here are a few essential things to know:

  1. Unified Platform: JSM provides a single platform that includes incident management, as well as request, problem, and change management. This integration promotes collaboration across teams, enhancing efficiency and agility.

  2. Service Request Management: JSM offers an intuitive, customizable portal for users to submit requests easily. The portal can be tailored to meet your organization’s needs, ensuring a seamless experience for customers and service teams.

  3. Change Management: It simplifies the change management process with automated risk assessments, advanced approval workflows, and deep integrations with CI/CD tools. This functionality ensures that changes are implemented efficiently and with minimal risk to services.

  4. Insight and Improvement: JSM includes reporting and analytics tools that provide insights into service performance. Teams can identify trends, monitor service level agreements (SLAs), and implement improvements based on data-driven insights.

JSM stands out for its adaptability, user-friendly interface, and robust integration capabilities, making it an indispensable tool for teams aiming to deliver exceptional IT service and support.

Summary

Effective incident management is essential for organizations to:

  • Minimize downtime.

  • Maintain customer satisfaction.

  • Drive continuous improvement.

JSM provides a comprehensive solution with its out-of-the-box features for:

  • Incident response.

  • Collaboration.

  • Problem management.

By leveraging JSM, organizations can empower their support teams to respond swiftly, collaborate seamlessly, and prevent future incidents.

At E7, we offer Journey to JSM packages designed to get your team into JSM without any guesswork, easing your selection from other incident management tools.

Our out-of-the-box packages include:

  • Strategic guidance.

  • Design workshops.

  • Assessments and recommendations.

  • Implementation and training.

More than a proof of concept, you’ll have our expert analysis, scorecards to measure continued success, and a fully realized service management solution!

Stop wasting valuable resources with your service management systems and start your Journey to JSM today with E7 Solutions.

Frequently Asked Questions

Why is quick and accurate incident response important?

Rapid and precise response to incidents is crucial to minimize downtime, reduce financial losses, and maintain high customer satisfaction. It helps prevent delays in service restoration and reduces frustration for agents and customers.

How can JSM’s self-service knowledge base and request forms benefit customers?

JSM’s self-service options, including knowledge base articles and request forms, empower customers to resolve issues independently through smart search features. These options improve efficiency and customer satisfaction by providing quick access to relevant information and reporting tools.

What insights do agents gain from JSM regarding affected systems?

JSM offers agents valuable insights into affected systems, applications, and support teams by automatically populating data from Jira Assets. These insights help agents assess the incident’s scope quickly and facilitate effective collaboration with relevant teams.

How does integrating Confluence runbooks into JSM assist agents?

Integrating Confluence runbooks provides agents with immediate access to step-by-step troubleshooting guides, communication plans, and information on known errors, enabling swift incident response and resolution.

How does JSM streamline the escalation process?

JSM streamlines escalation by allowing agents to flag major incidents, initiate conference calls, and create chat channels directly from the incident ticket, enabling real-time collaboration and rapid response.

Why are post-incident reviews important, and how does JSM support them?

Post-incident reviews are crucial for identifying root causes and preventing future incidents. JSM supports these reviews by facilitating the initiation of post-incident review tickets, enabling a proactive approach to learning and improvement.

How does JSM integrate problem management into incident management workflows?

JSM includes workflows and tools for a seamless transition from incident resolution to problem management, helping teams address underlying issues and reduce the recurrence of incidents through a holistic approach.

What advantage does collaborating across products and teams offer in JSM?

Collaboration across products and teams in JSM enhances service delivery and uptime by enabling seamless cooperation between development and IT operations, ensuring continuity and efficiency in service management.

How can organizations start their Journey to JSM with E7 Solutions?

Organizations can begin their Journey to JSM by engaging E7 Solutions for comprehensive packages that include strategic guidance, design workshops, implementation, and training, ensuring a smooth transition to JSM with expert support.

Ensuring HIPAA Compliance in Atlassian Cloud Migrations

As the digital landscape evolves, businesses are increasingly migrating their server-based operations to the cloud. This shift offers numerous advantages, including enhanced scalability, flexibility, and cost-efficiency. However, for organizations in the healthcare industry, there is an additional layer of complexity to consider: ensuring compliance with the Health Insurance Portability and Accountability Act (HIPAA). In this comprehensive guide, we will explore the process of migrating from server to cloud while maintaining HIPAA compliance in Atlassian products.

Understanding HIPAA Compliance

The Health Insurance Portability and Accountability Act (HIPAA) is a federal regulation developed by the U.S. Department of Health and Human Services. Its primary objective is to safeguard the privacy and security of individuals’ Protected Health Information (PHI). HIPAA applies to covered entities, such as healthcare providers and health plans, as well as their business associates who handle PHI. Compliance with HIPAA entails implementing controls and safeguards to ensure the confidentiality, integrity, and availability of PHI.

Atlassian’s Commitment to HIPAA Compliance

Atlassian, a leading provider of collaboration and project management tools, recognizes the importance of HIPAA compliance for organizations in the healthcare industry. As part of their commitment, Atlassian has implemented several measures to support HIPAA compliance in their cloud offerings.

1. Security Measures for Protecting PHI

Atlassian has implemented robust security measures to protect PHI within their cloud products. These measures include encryption, access controls, and data backup protocols to ensure the confidentiality and integrity of PHI.

2. Attestation, Gap Assessment, and Security Risk Analysis

To maintain HIPAA compliance, Atlassian conducts an annual HIPAA Security Attestation, Gap Assessment, and Security Risk Analysis. These assessments help identify any gaps in security controls and enable Atlassian to implement remediation measures promptly.

3. Regular Review of Policies and Procedures

Atlassian regularly reviews and updates their HIPAA Security policies and procedures to align with evolving regulations and best practices. This ensures that their customers can rely on the latest security measures to protect their PHI.

4. Security Awareness Content

Atlassian provides security awareness content to educate their customers on the protection of electronic Protected Health Information (ePHI). These resources help organizations train their employees and promote a culture of security and compliance.

5. Designation of HIPAA Security and Privacy Officers

To further strengthen their commitment to HIPAA compliance, Atlassian designates specific individuals as HIPAA Security and Privacy Officers. These officers oversee the implementation of HIPAA requirements and act as points of contact for customers with compliance-related inquiries.

The Benefits of Server-to-Cloud Migration

Migrating from server-based Atlassian products to the cloud offers several compelling benefits for organizations in the healthcare sector. These advantages include:

  1. Enhanced Security Measures: Atlassian provides comprehensive privacy and security protections that enable customers to operate their products in compliance with HIPAA. These measures include security assessments, regular reviews of policies and procedures, and security awareness content.
  2. Scalability and Flexibility: Cloud-based solutions offer scalability, allowing organizations to easily adjust their resources based on their needs. It also provides greater flexibility for remote work and collaboration.
  3. Cost-Efficiency: Cloud-based solutions eliminate the need for organizations to invest in costly infrastructure and maintenance. They offer subscription-based pricing models that can be tailored to the organization’s requirements.
  4. Seamless Updates and Maintenance: Cloud-based solutions provide automatic updates and maintenance, reducing the burden on IT teams and ensuring that the organization is always benefiting from the latest features and security enhancements.

Migrating from Server to Cloud: Steps to Ensure HIPAA Compliance

Ensuring HIPAA compliance is crucial for healthcare organizations to protect the privacy and security of patients’ health information. Migrating from server-based Atlassian products to the cloud while maintaining HIPAA compliance requires careful planning and execution. Here are the steps we will follow together:

  1. We will assess your HIPAA compliance requirements.
  2. We will help you enter into a Business Associate Agreement (BAA) with Atlassian.
  3. We will configure your cloud products in a HIPAA-compliant manner.
  4. We will work with you to tag and secure PHI-related fields.
  5. We will disable email and push notifications as required.
  6. We will help train employees on HIPAA compliance.
  7. We will verify compliance of third-party apps.
  8. We will train you to regularly review and update security measures.

HIPAA compliance is complex, and E7 is prepared to be your guide. As a Platinum Solution Partner, E7 offers specialized server-to-cloud migration packages to assist organizations in this transition. Contact us to learn more about how we can help your organization seamlessly migrate to the cloud and ensure HIPAA compliance within your Atlassian tools.

“The future is in the cloud, and for healthcare organizations, ensuring HIPAA compliance during server to cloud migration is paramount.” – E7 Solutions

Save Time and Improve Efficiencies with Service Management Automations

Jira Service Management’s built-in automation engine has the power to unleash what seems like endless possibilities. The robust library of triggers, conditions, and actions can save your team(s) hours and hours of manual work daily.

Customized Major Incident Automations

Major incident

When an agent enables the “Major Incident” radio button on a JSM ticket, several automations instantly kick off.

This sets off the following automations:

Customer Notifications

The first automation will transition the ticket to a new status called “Escalated”. This informs customers that the responding agents are actively working to resolve their issues as fast as possible. At the same time, as mentioned in our earlier blogs, JSM will add a red Major Incident banner at the top of the ticket ensuring all agents know this is the single major incident for the current outage. It is always best practice to choose one individual issue as the main incident ticket.

Issue Escalation

Next, comments are automatically added both internally and to the customer notifying them that the incident has been escalated as a Major Incident.

Linked Ticket Updates

Additionally, any tickets previously linked to this issue prior to the Major Incident flag being enabled will also have these comments automatically added, as well as be automatically transitioned to a status of “Linked to Major Incident.”

This is a huge timesaver for agents, saving the need to manually transition the linked tickets. Additional customers are also notified via the comments, enabling immediate visibility of all of their issues being escalated.

Stakeholder Notifications

Simultaneously, emails are being sent out to multiple destinations notifying key stakeholders there’s an ongoing Major Incident, it’s been escalated, and key information is automatically pulled from the ticket and placed in the email. Not to mention a link to the Major Incident for further details.

Automatic SLA Timers

The final action is the automatic addition of an SLA timer specific to escalated incidents, allowing the client to provide transparent statistics to their customers while holding their agents to high standards of incident response and resolution.

Additional Ticket Linking Updates

Taking things even a step further, E7 built additional automation to trigger as agents are actively working the Major Incident and linking new issues to it. When linking additional tickets and using the Caused By reason, automation will perform the same actions mentioned above by transitioning the linked issues and adding comments. This ensures all future incidents are linked, painting a clear picture of the scope of the ongoing outage from one single ticket.

Reply to Customer

Another valuable automation E7 created happens whenever agents provide updates via the “Reply to Customer” comment option. That latest update is automatically copied to all linked tickets, as well as email notifications sent to the previously notified groups. All from a single comment being added to the Major Incident.

Summary

Rather than adding comments to ticket after ticket or having to switch to their email client and manually type an email, agents can now simply add a single update to a single ticket, and all customers and key stakeholders are notified.

Tying all of this automation together with the key Incident Management features provides support agents even more time to focus on what matters most: escalating to the right support groups, ensuring the customers and stakeholders are in the loop with the current state of the issue, and most importantly, resolving these outages so service and business can be restored as quickly as possible.

Next Steps

At E7 we offer Journey to JSM packages which are designed to get your team into JSM with all the guesswork removed. Our out-of-the-box packages include strategic guidance, design workshops, assessments and recommendations, implementation, and training. More than a proof of concept, you’ll have our expert analysis, scorecards to measure continued success, and a fully realized service management solution!

Stop wasting valuable resources with your service management systems and start your Journey to JSM today with E7 Solutions.

Top 5 Things to Know About Atlassian’s AI

Atlassian Intelligence marks a transformative step in revolutionizing teamwork through AI. By harnessing the capabilities of teamwork AI and software AI, teams can function at a superior level, executing tasks with unmatched speed, efficiency, and precision. The AI features of Atlassian Intelligence equip individuals with the tools needed for insightful analysis and prompt action, enabling organizations to fully realize their team’s potential and excel in the competitive business arena.

The advent of Atlassian Intelligence ushers in a groundbreaking era of collaboration by infusing cloud AI and cloud artificial intelligence into the Premium and Enterprise editions of Atlassian’s cloud offerings. Equipped with AI features that enhance individual productivity, distill actionable insights from data, and foster efficient decision-making, Atlassian Intelligence is at the forefront of transforming how teams work. By embracing the capabilities of AI, organizations are positioned to unleash their team’s potential and secure greater achievements in the ever-evolving business landscape.

Atlassian Intelligence is redefining teamwork by seamlessly integrating AI into its comprehensive Atlassian suite. Key takeaways include the enhancement of collaborative efforts through the application of teamwork AI and positioning Atlassian Intelligence as a pivotal tool in the industry.

  1. Accelerate individual productivity – Experience the power of Atlassian Intelligence as you instantly craft content with Generative AI within the editor, accelerate your understanding with AI-generated summaries, eradicate repetitive tasks through natural language automation, and clarify specialized terms using AI Definitions.
  2. Glean insights from your organizational data – Leverage Atlassian Intelligence to effortlessly search for issues and their interconnections using natural language, and gain access to in-depth insights into critical business metrics, such as project execution trends, customer support velocity, and overall team health.
  3. Use AI to drive action – Implement Atlassian Intelligence’s Virtual Agents to streamline interactions, synthesize complex inquiries, and craft informed responses to support queries in Slack or Teams, all informed by your comprehensive knowledge base.
  4. Privacy and Security – Atlassian’s privacy and security standards and company values apply to Atlassian Intelligence.
  5. Learn More – View our Guide to Atlassian Intelligence to learn more.

Partnering with an Atlassian Platinum Solution Partner like E7 Solutions can be a game-changer for your business. With our advanced product knowledge, customized solutions, ongoing support, and value-added services, E7 can help you achieve your business goals more effectively and efficiently. Contact us today to learn more about how we can help you optimize your operations and streamline your processes with Atlassian products.