Maximizing Value from Your Success Program: Onboarding and Continuous Improvement

Published Date: October 23, 2025

Validated: Yes

Audience: Everyone

Products and Versions Covered:

Jama Connect®

Summary

Your Success Program provides access to expert services that support onboarding and continuous process improvement with Jama Connect®. These services help your team adopt the platform quickly, realize value, and expand usage over time. Whether you are just beginning or aiming to deepen your implementation, this guide offers recommendations to help you get the most from your Success Program.

The diagram below illustrates the most effective use of your Success Program. All services shown require Success Program credits. The onboarding path highlights consulting services available in the Jama Software® Success Catalog, providing a streamlined approach. Consider your broader deployment needs—including integrations, data imports, and document export requirements—when planning your Success Program.

After onboarding, various services support ongoing improvement and the expansion of Jama Connect® usage. These offerings benefit both new teams and long-time customers seeking to optimize processes and increase value. The sections below describe recommended services for continuous improvement.

Resolution

Onboarding

The onboarding phase establishes a foundation for success and helps your team begin realizing value quickly. For detailed planning and rollout guidance, see the Jama Connect® Onboarding Guide.

The following offerings support onboarding. Depending on your deployment needs—such as integrations, data imports, or document outputs—some services may not be required. Use the diagram above to identify the most relevant offerings:

Click each offering to request services or, if applicable, work directly with your assigned consultant* to begin your success path.

For Self-hosted customers, access to Jama Connect® should be prioritized. Schedule a free Installation Consultation to avoid delaying onboarding.

*An assigned consultant applies to Strategic and some Guided Success Programs.

Continuous Improvement

Continuous improvement ensures your team keeps pace with evolving needs, unlocking greater value from Jama Connect® over time.

Expand and further refine targeted processes & procedures

Enhancing workflows increases efficiency and aligns with evolving team goals. Recommended Success Offerings:

Regular evaluation for optimization

Identify areas for improvement and drive greater value. Recommended Success Offerings:

Improve the quality of content

High-quality content reduces risk and rework and boosts system effectiveness. Recommended Success Offerings:

Tailored solutions

Custom solutions unlock new use cases, enabling teams to address broader needs such as reporting or integrations. Recommended Success Offerings:

* Training is available to help your team create reports and scripts.

Requesting an Offering from the Catalog

Every Solution Offering page has a “Request Offering” button. Selecting this button initiates your request.

Only Named Support Contacts may submit requests per the Support policy.

Once submitted, our services team will acknowledge receipt and begin processing.
A consultant will be assigned and contact you with the next steps.

Success Program credits required per offering are listed on each Solution Offering page (most require 1 credit). Custom development will require scoping for an estimate.

Contact your Customer Success Manager for questions about your Success Program or additional credits.

Additional Resources

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