Inventory management with Jira and Confluence from Atlassian

Customer Story

The catworkx approach for lifecycle management of IT inventory based on Jira and Confluence: The lifecycle of the inventory is modeled as a specific Jira workflow and different inventory categories (e.g. server, appliance, application or license) are mapped and managed as task types. For further documentation, the seamless integration of Confluence is perfect.
 

 

Project Overview

Highlights

  • Modeling of IT inventory as a process with life cycle as workflow
  • Auto-creation and linking of service and sales tasks to inventory
  • Bidirectional linking to Confluence pages for additional documentation
  • Specific filters and dashboards for maintenance planning and patch management
  • Operation and comment history in connection with linked operations as lifecycle documentation

As an Atlassian service provider and specialist for IT infrastructure solutions, catworkx GmbH currently manages more than 350 customer and in-house servers of various types, which are equipped with different operating systems, components and applications. For the administration and reliable support of the numerous instances, an effective inventory management is of course essential.

Many special solutions for inventory or inventory management (asset management) of servers, desktops, applications and licenses are offered on the market. However, these solutions are often focused on the pure management of machines, in conjunction with the automated collection of data via the network. Often, there is no seamlessly integrated process management for documenting the processes that occur as part of the administration tasks.

The systems are also very expensive and usually have no interface to Jira, which is used at catworkx as the central system for processing all processes/tasks, such as service, sales, development or even general administrative tasks. Typically, there is also no integration with IT documentation, for quick retrieval of unstructured additional information or maintenance instructions, which is virtually a free gift thanks to the seamless interaction of Jira with Confluence.

 

The requirement: inventory management and related operations in one system

Since the solutions available on the market did not meet catworkx's requirements, the company decided to implement its own management based on Jira and Confluence, which allows lifecycle management of IT inventory without media discontinuity, including related operations.

 

Solution

The inventory categories Server, Appliance, Application and License are mapped to task types. For each category, an individual field schema is associated with the task type. The ability to link Jira tasks is used to express that an application is installed on a server or that an application has a license.

The life cycle of the inventory is modeled as a specific workflow. Transitions in the workflow represent typical maintenance work that triggers separate but automatically linked processes on which working times are posted. More complex activities, but also e.g. license renewals, usually lead via a sales-related process, which is also triggered automatically and linked to the inventory. If extended written and/or graphical documentation is required, a bidirectional link can additionally be made to Confluence pages, where the documentation is created and maintained.

 

Specific filters and dashboards

Specific filters and dashboards for optimal inventory visibility:

A huge advantage in using Jira is the particularly powerful search function (JQL), in conjunction with highly flexible filter and dashboard management. Saved searches (filters), especially over time periods and date fields, projected onto corresponding management dashboards with individual column configuration, are excellent for deriving maintenance plans or uncovering escalation situations.

Optimized license management

License management with integrated sales workflow and LDAP2Jira:

License management is also extremely convenient with the Jira application. By using filters, the licenses are listed in the dashboard that expire in a certain period of time, which can be freely defined by the user.

 

Contact us!

We advise you on the entire Atlassian Ecosystem and are happy to support you with regard to the optimization of licensing models and costs.

 

Referenz

Customer Relationship Management with Jira and Confluence

The TOPMOTIVE Group consists of Europe's leading companies for catalog and information systems and services in the automotive independent aftermarket. Creating, maintaining and displaying sales-relevant information in one system was the vision that became reality with the help of Atlassian tools.

Referenz 8/8/22

Interdisciplinary collaboration at C&A with Atlassian

To homogenize the toolchain TIMETOACT replaced two independent ticketing systems for C&A Services GmbH &Co. with the Atlassian product range. With this step into the enterprise cloud, the fashion retailer is putting is putting an exclamation mark on cross-departmental and cross-location digital collaboration.

Referenz

Agile project portfolios implemented with Atlassian tools

As a solution provider for all aspects of doctor-patient communication, Thieme Compliance was faced with the challenge of mapping company-wide projects transparently and centrally.

Kompetenz 10/19/22

Digital Transformation with Atlassian Tools

At catworkx, we digitalize business processes for our customers on the basis of Atlassian tools such as Jira and CoAnd you can also benefit from the flexibility, performance and transparency of Altlas

Referenz

Successful cloud migration at Wien Energie

Wien Energie modernized its project management and documentation platforms by migrating Jira and Confluence Server to the cloud – for better integration and more security.

News 9/18/24

New pricing structure for Atlassian Cloud from October 2024

Atlassian is implementing significant price and package changes for its cloud products as of October 16, 2024. The price adjustments affect Jira, Confluence, Jira Service Management and other products, among others. Certain Jira Service Management features will also be moved to higher-value editions and some services will be converted to a usage-based pricing model.

Offering 8/9/22

Expert Workshops

As an Atlassian Platinum & Enterprise Solution Partner, catworkx specializes in customer-specific expert workshops for Atlassian products.

Icon Atlassian Confluence
Produkt 8/8/22

Confluence

Wiki application for communication, documentation and knowledge sharing in the team

On-Premises in die Atlassian Cloud bei Oetiker nahtlos integriert
Referenz

Seamless migration from on-premises to the Atlassian cloud

Oetiker, a leading supplier of connecting solutions for the automotive industry, migrated to the cloud with catworkx Jira and Confluence in 2021.

Referenz

Integrated Project and User Portal (IPUP)

Transparent and flexible management of projects and users in large environments with Jira Service Management: catworkx has developed a tool for a major customer from the automotive industry, with which projects and the assignment of users involved can be set up largely automatically.

Icon Atlassian Jira Service Management
Produkt 8/8/22

Jira Service Management

Powerful and intuitive service management solution for IT and service teams

App 8/9/22

Teamworkx Issue Publisher for Jira

Whether project documentation, knowledge management or quality manual - with the "Teamwork Issue Publisher for Jira", Confluence pages can be automatically published and updated from Jira.

Atlassian Jira Cloud
Produkt 9/2/22

Jira Cloud

Jira Cloud offers teams a flexible and scalable platform for project management and the planning and tracking of tasks.

Training

Getting More from Jira Workflows (Cloud)

Over the course of the "Getting More from Jira Workflows (Cloud)" training participants will learn about common status and transition properties and advanced workflow functionalities and how to configure them.

Training

Getting More from Jira Workflows (Cloud)

Over the course of the "Getting More from Jira Workflows (Cloud)" training participants will learn about common status and transition properties and advanced workflow functionalities and how to configure them.

News 8/28/22

Atlassian publishes largest release for Confluence

Atlassian announces a series of new functions for Confluence. There is also a Confluence Mobile App and - last but not least - Confluence is now also on YouTube.

Training

Advanced Asset Management in Jira Service Management (Cloud)

Over the course of the "Advanced Asset Management in Jira Service Management" training participants will learn how to unlock the full power of Jira Service Management with the help of assets.

Training

Getting more from Jira Workflows (Data Center)

Over the course of "Getting More from Jira Workflows (Data Center)" training participants learn about common status and transition properties, advanced workflow functionalities and how to configure them.

Training

Jira Essentials with Agile Mindset (Data Center)

Over the course of "Jira Essentials with Agile Mindset (Data Center)" training course participants learn the basics of Jira.

Atlassian Access - Cloud Competence Center
Produkt 9/28/22

Atlassian Access

Atlassian Access offers a central admin console for managing the cloud products used, such as Jira, Confluence, Bitbucket and Trello.

Stay updated

Are you interested in the Atlassian ecosystem, modern teamwork, the digitalization of the working world and agile methods?

In our newsletter we inform you about news about Atlassian & catworkx, exciting event dates, free webinars, new training offers as well as interesting whitepapers and blog posts.

Bitte füllen Sie alle markierten Felder (*) aus.