We see a lot of project managers using Smartsheet and JIRA together to improve project management results and improve efficiency. By integrating those powerful SaaS apps and automating the tasks associated with each you can greatly improve your team’s project management efficiency by eliminating manual task entry, accelerating bug squashing and keeping your customers (internal and external) informed on bug resolutions and product features. It’s a perfect marriage for project managers and a great way to provide an organization’s management team with a real-time business analytics that offer a high-level view of business operations.

But what if you want to go ‘off-script’ and level up your integration’s capabilities even further?

Let’s explore how a more sophisticated integration can deliver advanced workflows that have a huge impact on your business.

It’s often useful to stop for a moment to consider: what do you ultimately want to achieve in connecting these two applications? Is it simple data synchronization? Or something deeper? Companies are increasingly recognizing that what they’re really trying to accommodate is a workflow process that begins in one application and transitions to another.

To illustrate, let’s look at the business benefits a large Seattle coffee company sought to gain by ramping up its Smartsheet and JIRA integration capabilities. The ability to ingest and analyze business analytics in real time across multiple teams not only provides management with a high level view of how efficiently the company is operating, but is also a key indicator of a company’s overall health score.

  1. Filtered data – They improved their team’s ability to deal with reporting requests from management by helping the company better ingest and analyze the vast amounts of transactional and customer data being produced, performing automated data manipulation to ensure field matching between the two applications.
  2. Notifications – Once the data has been ingested into JIRA, affected team members are automatically notified that there is new data to leverage or actions to take. Similarly, as updates occur in JIRA, the company can use business rules, filtering and logic capabilities to trigger notifications to the original Smartsheet requester in a form matching specified company timeframes, content and other criteria.
  3. Open platform – Perhaps most importantly for cross-team visibility, the company can effectively create a portal giving those users not registered on JIRA access to essential data through a simple form fill.

Data synchronization is often just a single part of a much larger – and deeper – challenge around cross-team and cross-functional workflow and business process.

Beyond merely transferring data from one application to another, savvy companies are looking to have changes in one application trigger actions in another, which move workflows through different stages across applications. With this workflow integration, an issue added to Smartsheet might initiate a bug-fix sprint in JIRA, for example, while also sending a notification to product management for added visibility. While basic data synchronization might be great for reporting, it certainly can’t make a more advanced process like that happen.

And even with reporting, synchronization might not be enough. Another Azuqua company was looking to Smartsheet for customer health assessments and needed to track specific data from JIRA as part of that process. While data synchronization would certainly provide that information, it would be buried within a lot of superfluous aggregate data. Azuqua allowed them to take specific Smartsheet values, run a query in JIRA, pull the resulting data and roll into a customer health score in Smartsheet.

Similarly, basic synchronizations can’t handle reporting or data flow for nested tasks or paths in JIRA, something simple to achieve with Azuqua. And larger organizations that have multiple instances of JIRA they need to connect, and are frustrated by the one-to-one nature of basic synchronization? With Azuqua, it’s easy.

As a project manager, this leads to a big question – is there a better place that you want your team to get to? To take one earlier example, let’s say you just want to understand the health of a customer or project and want the ability to affix a health score to that entity that translates across all of your SaaS apps. Can you do that on your own? Not likely. But you can get there with Azuqua.

Hundreds of the world’s smartest companies trust Azuqua to connect their key cloud applications, including GE, Dun & Bradstreet, P&G, Charles Schwab and more. To learn more about the possibilities offered by customized solution, please drop by and schedule a demo.