jira for asset management - dan horsfall
DESCRIPTION
According to Gartner, mastering the discipline of effective asset management is a huge cost savings for companies. In this presentation, we will share how Atlassian uses JIRA for asset tracking. We will cover inventory setup, workflow, reporting, and how we physically implemented the system using tags and scanning devices.TRANSCRIPT
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#atlassian
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DAN HORSFALL • WORKPLACE PRODUCTIVITY ANALYST • ATLASSIAN
JIRA for Asset Management
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I M P L E M E N TAT I O N
R E V I E W & F U T U R E
A S S E T M A N A G E M E N T AT AT L A S S I A N
W H AT I S A S S E T M A N A G E M E N T ?
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What is asset management?
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How to define an asset?
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How to define an asset?
An item of property owned by a person or company, regarded as having value and available to meet debts, commitments, or legacies. - Oxford English Dictionary”
“
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Asset management
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Asset management
• Is the process of ensuring that a company's assets are accounted for.
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Asset management
• Is the process of ensuring that a company's assets are accounted for.
• That they are maintained
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Asset management
• Is the process of ensuring that a company's assets are accounted for.
• That they are maintained
• Maximise the effectiveness of the asset
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What is an asset?
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Before asset management at
Atlassian
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Atlassian Staff by year
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Atlassian Staff by year
0
300
600
900
1200
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Today
Staff
1100
889
620
370265
206160894820962
~
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Atlassian Staff by year
0
300
600
900
1200
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Today
Staff
1100
889
620
370265
206160894820962
Insert asset management
~
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Questions
“How much are our assets worth?”
“Where are they?”
“Who is in control of them?”
“What condition are they in?”
“What assets do we have?”
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Asset management in 2008 (Confluence Wiki Markup table)
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Stakeholders
FINANCE
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Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
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Initial rollout over 3 offices:
AMS
SYD
SF
Estimated 2,500 assets ~700 Users
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for all hardware and software.
$
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5,000for all hardware and software.
$
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Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 24: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/24.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 25: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/25.jpg)
Implementation
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What is an asset tag?
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What is an asset tag?
• QR Code (or Barcode / RFID)• Unique identifier• Usually say “Property of …”• Ideally hard to remove, • Discourage theft.
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Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 29: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/29.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
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Building the JIRA Project
Determined the fixed assets to be tracked, and decide which of them need distinct categories.
Analyse each of the fixed assets, and decide which of their characteristics need to be recorded in JIRA.
Consider the workflow for an IT Fixed asset, and all the statuses it could possibly exist in.
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Building the JIRA Project
Determined the fixed assets to be tracked, and decide which of them need distinct categories.
Analyse each of the fixed assets, and decide which of their characteristics need to be recorded in JIRA.
Consider the workflow for an IT Fixed asset, and all the statuses it could possibly exist in.
![Page 32: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/32.jpg)
Building the JIRA Project
Determined the fixed assets to be tracked, and decide which of them need distinct categories.
Analyse each of the fixed assets, and decide which of their characteristics need to be recorded in JIRA.
Consider the workflow for an IT Fixed asset, and all the statuses it could possibly exist in.
![Page 33: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/33.jpg)
Building the JIRA Project
Determined the fixed assets to be tracked, and decide which of them need distinct categories.
Analyse each of the fixed assets, and decide which of their characteristics need to be recorded in JIRA.
Consider the workflow for an IT Fixed asset, and all the statuses it could possibly exist in.
![Page 34: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/34.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 35: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/35.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 36: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/36.jpg)
Workflow
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Workflow
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Workflow
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Workflow
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Workflow
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Workflow
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Workflow
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Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 44: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/44.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 45: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/45.jpg)
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Simplified Workflow for asset capture
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Simplified Workflow for asset capture
![Page 48: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/48.jpg)
Simplified Workflow for asset capture
![Page 49: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/49.jpg)
Simplified Workflow for asset capture
![Page 50: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/50.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 51: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/51.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Requirements
![Page 52: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/52.jpg)
Preparation + Communication
Before the asset capture
On the day
Followup
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On the day
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Post Implementation
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Easy Answers
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Easy Answers
“How much are our assets worth?”
“Where are they?”
“Who is in control of them?”“What condition are they in?”
“What assets do we have?”
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Easy Answers
“How much are our assets worth?”
“Where are they?”
“Who is in control of them?”“What condition are they in?”
“What assets do we have?”
“What assets do we have in stock?”
“What percentage are laptops?”
“How many are over 3 years old?”
“What would it cost to replace all ofour existing desktops with laptops?”
“How many Anti-Virus licenses do we need?”
“Should we buy AppleCare?”
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Over
$ 3.2 Millionof laptop / desktop computers tracked in
this project.
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Effective asset management
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Effective asset management
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Effective asset management
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Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Summary
![Page 63: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/63.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Summary
![Page 64: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/64.jpg)
Low Cost
Identify each capitalised asset, and track its location
Integrate with fixed asset accounting system
Flexible enough to handle all IT assets
Identify incoming and outgoing assets
Lightweight process, rapid input for existing assets
Deliver fantastic user experience
Summary
![Page 65: JIRA for Asset Management - Dan Horsfall](https://reader033.vdocuments.mx/reader033/viewer/2022060118/558b421dd8b42a38668b46bf/html5/thumbnails/65.jpg)
Effective asset management
• Outsourced imaging and tagging pilot currently underway in Sydney!
• Casper Integration!
• Use of JIRA Service Desk
Where Are We Going In The Future?
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DAN HORSFALL • WORKPLACE PRODUCTIVITY • ATLASSIAN
Thank you!