Atlassian Tooling and Configuration Best Practices

Best practices for governing your Atlassian tools

Adopting best practices for governing your Atlassian tools is critical for ensuring security, efficiency, and compliance. Following best practices ensures consistent usage, reduces risks, and increases productivity.

Establishing governance frameworks

• Clear guidelines: Define comprehensive guidelines and policies for your organization’s Atlassian tool usage, including areas such as project management, issue tracking, and collaboration.

• Governance board: Form a dedicated governance board or community of practice comprising representatives from different teams to oversee tool usage, standardization efforts, and decision-making processes.

• User roles and permissions: Define distinct user roles and permissions within your Atlassian instance to ensure appropriate access levels and maintain data security.

Balancing structure and flexibility

• Flexibility for teams: Provide teams with the flexibility to customize their workflows and configurations to suit their specific requirements while ensuring alignment with organizational standards.

• Administrative controls: Limit administrator access to essential roles to prevent unauthorized changes and maintain system integrity.

• Regular review: Conduct periodic reviews of governance policies and configurations to adapt to evolving organizational needs and industry best practices.

Best practices for cleaning up your Atlassian environment

It's crucial to follow best practices for cleaning up your Atlassian environment to maintain optimal tool performance and reduce security risks. Following these practices keeps your Atlassian environment running smoothly, delivering maximum value to your organization.

User and user group cleanup

• Inactive user management: Identify and deactivate inactive user accounts to free up licenses and enhance security measures within your Atlassian instance.

• User group consolidation: Evaluate and consolidate user groups where possible to streamline access management and simplify permission schemes.

Project and issue management

• Obsolete project deletion: Identify and archive or delete obsolete projects and issues to declutter your Atlassian instance and improve system performance.

• Workflow standardization: Standardize workflows across teams and departments to minimize redundancy and ensure consistency in project management practices.

Custom field management

• Unused field removal: Analyze and remove unused or duplicate custom fields to optimize system performance and streamline data management processes.

• Configuration review: Review field configurations and contexts to ensure efficient data capture and indexing while avoiding unnecessary complexity.

Best practices for maintaining a clean Atlassian environment

Maintaining a clean Atlassian environment is important for optimal tool performance, security, and collaboration. It ensures your data and workflows are up-to-date and relevant to your organization's goals.

Create a maintenance plan of action

• Metric definitions: Establish key performance metrics and indicators to track the health and efficiency of your Atlassian environment, such as project activity, system response times, and user satisfaction levels.

• Scheduled cleanup: Implement a regular schedule for system maintenance and cleanup activities, allocating dedicated resources and time to address identified issues and optimize and improve system performance.

Train and empower users

• Training programs: Develop and deliver comprehensive training programs for users at all levels to promote best practices in Atlassian tool usage, configuration, and maintenance.

• Encourage feedback: Encourage user feedback and engagement through surveys, forums, and direct communication channels to continuously improve tool usage and address user concerns.

Engage experts

• Support from Isos Technology: Partner with Isos Technology for expert guidance and support in optimizing your Atlassian environment.

• Customized solutions: Benefit from Isos Technology's extensive experience and expertise in developing customized solutions tailored to your organization's unique requirements and goals. 

How Isos Technology can help

Isos Technology is dedicated to helping organizations maximize the value of their Atlassian investment through expert guidance, innovative solutions, and unparalleled support. Here's how we can assist you:

• Strategic consulting: Leverage our team's deep expertise and industry knowledge to develop customized strategies for governing, cleaning up, and optimizing your Atlassian instance. 

• Implementation services: Partner with us for seamless implementation or re-implementation and configuration of your Atlassian tools to meet your organization's business needs and goals.

• Training and support: Access comprehensive training programs and ongoing support services to empower your users and administrators with the knowledge and skills needed to succeed with Atlassian tools.

• Continuous optimization: Benefit from our proactive approach to continuous optimization, including regular health checks, performance tuning, and strategic planning to ensure your Atlassian instance remains efficient, secure, and aligned with your business goals.

Hear from our satisfied clients

"Isos Technology was a truly collaborative partner that brought best practices to the table, sorted through a multitude of variables, and helped us apply them to our unique situation. From an engineering perspective, their open-mindedness and willingness to find the sweet spot and solve problems was the most special thing about working with them."

— Robert Palmieri, DevOps Engineer, American Integrity Insurance