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JSM and eazyBI Reporting Implementation for a Business Intelligence Team in the Banking Sector

Case study at a glance

The Challenge

  • Implementation of Jira Service Management to help manage, report and track work
  • Import existing excel data into the new Service Management project
  • Ensure customer queries could be easily broken down

The Solution

  • Configuring certain features including ScriptRunner Behaviours / SLAs in JSM
  • Creating confluence spaces
  • User training
  • Custom eazyBI reports

The Benefit

  • Improved communication
  • Improved insights for customers
  • Request monitoring and management

The Challenge

AC has worked with this client multiple times and going projects for their IT Team, Security Team, and HR team.

For this project, the customer’s business intelligence (BI) team wanted to move to the Jira platform and they wanted a Service Management project to help manage their tasks. In the past, the BI team were receiving emails from their colleagues, which they documented in a shared Excel file. However, by moving to Jira Service Management the HR team could make use of Jira Service Managements various features to help manage their tasks, communicate with their colleagues, and report and track their work.

AC created a Jira Service Management project tailored to the needs to the BI team, this involved creating and configuring the issue types, custom fields, screens and screen schemes, queues, SLAs, security levels, and dashboards in Jira. AC also had to import the existing data the BI team had in Excel into new Service Management project. The BI team also wanted to create and link their Confluence knowledge base to the customer portal, so customers can see any related articles to their query. Lastly, AC made reports in eazyBI based on the BI team’s requirements.

The Solution

AC began by creating a Service Management project using the template that AC made in past projects for the customer. AC configured the following features in Jira Service Management to meet the requirements of the client.

  • Screens
  • Custom fields
  • ScriptRunner Behaviours
  • Queues
  • SLAs
  •  Customer Portal

AC created the Confluence spaces and linked it to the new Service Management project and provided project and space admin and user training for both Confluence and Jira Service Management.

As well as this AC formatted the Excel file containing the historical data and imported it into the new Jira project in a CSV import.

Lastly, AC made created custom eazyBI reports with the use of MDX expressions that gave a detailed breakdown on the queries raised in BI’s service desk based on their specifications

The Benefits

With the new service desk the BI team were able to effectively organise and allocate their work.

Improved communication

The team could communicate on issue in one central platform rather than via emails.

Improved insights for customers

The SLAs provided the customers of the BI team insight on their requests and by linking the customer portal to Confluence the customers could see any relevant Confluence articles that may assist them.

Request monitoring and management

The eazyBI reports allowed the BI team to monitor their requests, such as which department makes the most requests, and what type of requests they receive and their performance. By Importing the historical data, the BI team could reference any new requests with the historical requests and they also had the historical data available for reporting.