How to evaluate stratejos the smart bot

 If you think you might benefit from a smart assistant helping your team but you aren’t sure how to evaluate it, then you’ve come to the right place.

This is a guide to evaluating stratejos. After working through the steps below you will understand more about how smart assistants can help and whether stratejos is the right fit for you.

Step 1: Preparation

Before you can start using stratejos you need to make sure you have the right things in place:

  1. A coffee, beer, tea or some combination of all three in hand.
  2. A tinfoil hat to protect you from the awesome telepathic powers of the stratejos bot.

The serious list:

  1. You need JIRA (either Server or Cloud). If you have JIRA Server then it must be able to send data to the outside world (specifically *.stratejos.com and *.stratejos.ai).
  2. You need Admin rights over the JIRA instance.
  3. You ideally have experience with JIRA.
  4. Ideally, you will also have a project in mind to run it with, if not you can just create and run a fake project. Stratejos works with both existing and new projects.

A note about what ‘project’ means: A stratejos project does not have to map directly to a JIRA project. You can be managing multiple, overlapping projects within a single JIRA project. Stratejos has been designed this way to try to reflect the way JIRA is really used. For example, you can link “Fix Version: 1.0” in JIRA project “PRJ” to a stratejos project called “PRJ v1.0” and also link “Fix Version 2.0” in JIRA project “PRJ” to a stratejos project called “PRJ v2.0” so you can track both releases.  

Step 2: Installing Stratejos and asking stratejos to manage a project

The next step involves installing the stratejos for JIRA plugin and then asking stratejos to manage your project. To do this:

  1. If your project doesn’t exist in JIRA yet, then now is the time to create it.
  2. Follow the steps in Getting Started with JIRA Server (the steps are the same for JIRA Cloud so use the JIRA Server guide). When following the guide keep this in mind:
    1. Setting a Budget makes stratejos more useful but is not essential.

You should now have stratejos successfully connected to a project.

Step 3: See the intelligence engine and helper bot in action

To see the intelligence engine and helper bot in action, first we need to create some live data:

  1. Create a task in JIRA
  2. Give it a name (e.g. “Bot test task”)
  3. Don’t set any estimate.

Seeing the helper bot in action

To see the helper bot in action: check your email, you will have received an email about the remaining estimate. This is the helper bot letting you know there is something you have to do. If any of your team members enter a task without a remaining estimate it will follow them up as well.

In general, stratejos will attempt to assist the individual team member directly. However, if the amount of missing or incorrect information exceeds a certain threshold or a team member hasn’t followed best practice after several reminders then things will be escalated to their project manager.

Seeing the intelligence engine and risk analytics

Stratejos helps you visualize, quantify and understand risks on a project or release as they happen. To see how this works, we’ll see how the task created without a remaining estimate has effected things.

To see this we need to get to the stratejos dashboard. You can do this by:

  • Going to the stratejos app directly in your browser then navigating to your project. Or;
  • In JIRA: Going to the JIRA project your linked stratejos with then:
    • Go to the Project Admin page
    • Click “Stratejos integration” on the left-hand Project Admin menu.
    • Click on the stratejos project name (it will be hyperlinked)
    • You should now see the stratejos dashboard

Now you will see a “!” next to some of the numbers on the Project Overview widget (e.g. the predicted effort and, if you use it, cost). You will also see an unresolved event in the Project Events widget. See the image below for an example of what you might see:

Other things you may want to see

Through the stratejos app:

  1. You can view people’s workload by going to the project you are interested in, then Data > Timelogs.
  2. You can view more detailed analytics for tasks by going to the project you are interested in, then Data > Tasks.
  3. You can get analytics for a sprint by going to the project you are interested in, then Dashboard > Work > Sprints.
  4. You can change people’s availability by going to the project you are interested in, then Admin > People. Changing availability gives stratejos more information about how people work.
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