Ready

Published Date: August 2026
Validated: Yes
Audience: Everyone
Products and Versions Covered: 

• Onboarding Jama Connect®

Summary

Prepare your organization for a successful Jama Connect® implementation by establishing clear goals, assembling your Core Team, identifying Named Support Contacts, developing implementation plans, and gathering existing process materials.

The Ready phase establishes the foundation for the onboarding activities that follow. Completing these activities helps your organization align stakeholders on why you are implementing Jama Connect, how you will measure success, who will support the implementation, and what information is needed to begin process analysis and configuration.

Note: Supporting materials, including the Onboarding Jama Connect® Template and Sample Project Plan, are available in the Attachments section at the bottom of this page. Links to related guidance, services, and other resources are available under Additional Resources.

Resolution

Complete the Ready Phase Checklist

Before moving to the next onboarding phase, confirm that:

• Goals and expected business outcomes are documented.
• Core Team members are identified.
• Named Support Contacts are identified.
• Deployment, communication, and training plans are established.
• Existing process materials are collected.

Capture the "Why"

Objective: Define your objectives and establish a clear vision for Jama Connect to build stakeholder alignment and support during your deployment and beyond. 

Actions

• Document the goals and expected positive business outcomes for your Jama Connect implementation.
• Identify the Jama Connect capabilities that will help your organization achieve those goals.
• Review the Levers for Improving Process Outcomes to determine how you can measure progress and success.
• Capture and communicate your implementation vision with your Core Team and other stakeholders.

For additional guidance, review Capture the "Why" and the Quick Tour of Jama Connect webinar.

• What is Jama Connect®

Organize the Core Team

Objective: Obtain the commitment of stakeholders who will provide expertise, make decisions, and support your Jama Connect implementation.

Actions:

• Identify the key stakeholders who should participate in your implementation.
• Assign appropriate Core Team roles and responsibilities.
• Document your Core Team members and their roles.
• Confirm that team members understand their responsibilities and expected level of participation.

Depending on your organization's size and implementation needs, a single individual may serve multiple Core Team roles.

Identify Named Support Contacts

Objective: Designate the individuals who will work directly with Jama Software® Customer Support.

The number of Named Support Contacts available to your organization depends on your agreement.

Actions:

• Determine who should serve as your organization's Named Support Contacts.
• Submit your Named Support Contacts to Jama Software®.
• Ensure each Named Support Contact can access the Support portal.
• Review how and when to Contact Support.

Make a Plan

Objective: Document and gain agreement on key implementation activities, timelines, responsibilities, communication, and training needs.

Actions:

• Develop your deployment plan.
• Establish a communication plan for stakeholders and users.
• Identify training needs and develop a training plan.
• Assign responsibilities and target dates for onboarding activities.
• Review the Jama Software Success Catalog to identify services or training that can support your implementation.
• Review and align your plans with the appropriate stakeholders.

Update your plans as priorities, dependencies, and timelines change throughout onboarding.

Need Help?

• Jama Software can help develop a Strategic Deployment Plan

*Requires Success Program credits.

Click here to view the full listing of Offerings.

Gather Process-Related Materials

Objective: Gather existing process materials, examples, and templates that can support current-state and future-state process analysis.

Actions:

• Work with subject-matter experts who understand the processes involved in your Jama Connect implementation.
• Identify existing materials that represent or support your current engineering processes.
• Use the Onboarding Jama Connect® Template to document the materials that support your current process.
• Collect relevant process diagrams, procedures, document examples, templates, and other supporting materials.
• Organize the materials so they are available to your Core Team during process analysis and implementation.

Gathering these materials before process analysis can help your team understand the current state and make informed decisions about how future processes should be supported in Jama Connect.

For more guidance, see Gather Materials.

Additional Resources

• Levers for Improving Process Outcomes with Jama Software® 
• Strategic Deployment Plan
• Capture the "Why"
• Gather Materials 
• Managing Named Support Contacts (NSCs)
• How Can I Open a Support Ticket?
• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

Feedback

We welcome your input! Please sign in to leave any comments, suggestions, or ideas for improvement below.



 

• jamaonboardingworkbook.xlsx50 KB
• Jama Software - Onboarding Jama Connect Template.pptx2 MB