Published Date: August 2026
Validated: Yes
Audience: Everyone
Products and Versions Covered:
- Onboarding Jama Connect®
Summary
Plan and track your Jama Connect® implementation and establish a foundation for continuous process improvement using resources that support both initial onboarding and ongoing adoption.
Use the Onboarding Workbook to define your team, develop a roadmap, track onboarding activities, prepare for project go-live, manage open items, and access guidance on key Jama Connect topics.
After your initial deployment has stabilized, evaluate your engineering processes to identify opportunities to expand the scope, broaden the inputs, and expand the reach of Jama Connect within your organization.
NOTE: The Onboarding Workbook and supporting materials are available in the Attachments section at the bottom of this page. Related guidance, services, training, and other resources are available under the Additional Resources section.
Resolution
Plan and Track Your Implementation
Use the Onboarding Workbook to plan, organize, and monitor your Jama Connect implementation.
The workbook provides tools to help you:
- Define Your Team: Identify the people involved in your implementation and their responsibilities.
- Plan Your Roadmap: Establish the direction, priorities, and goals for your deployment.
- Track Your Onboarding Plan: Monitor onboarding activities, responsibilities, and progress.
- Prepare for Project Go-Live: Use the Project Go-Live Checklist to confirm that your configuration and required activities are complete before introducing users to the project.
- Manage Open Points: Track unresolved questions, decisions, and action items throughout implementation.
- Access Resources: Refer to the Resources tab for guidance on key Jama Connect topics.
Update the workbook throughout onboarding to reflect your implementation's current status, priorities, decisions, and open items.
Identify Opportunities for Continuous Improvement
After your initial deployment has stabilized, review your implementation goals, available measurements, user feedback, and engineering processes to identify opportunities to gain additional value from Jama Connect.
Consider opportunities to:
- Expand the processes managed in Jama Connect.
- Capture additional inputs that support engineering work.
- Increase stakeholder participation and collaboration.
- Improve alignment between Jama Connect and your engineering processes.
Prioritize improvements based on their expected value and alignment with your organization's goals.
Use the V-Model to Evaluate Opportunities
Use the V-Model as a framework to evaluate your engineering process and identify opportunities for further alignment with Jama Connect.
If your organization does not have a fully defined model, consider developing one that aligns with your systems engineering practices, organizational procedures, and applicable quality standards.
Review the activities and touchpoints represented in your V-Model to identify opportunities to expand the scope, broaden the inputs, and expand the reach of Jama Connect.
Expand the Scope
Identify areas of your engineering process that are not currently managed in Jama Connect but could benefit from being included. Also consider processes and tools that could become integration points with Jama Connect.
Focus on opportunities that support your implementation goals, improve visibility, or better connect activities across the development lifecycle.
Broaden the Inputs
Identify inputs to your design and development processes that are not currently captured or represented in Jama Connect.
Bringing relevant inputs into Jama Connect can provide additional context and strengthen traceability between those inputs and downstream engineering work.
Consider inputs that could:
- Improve visibility into the source of requirements or design decisions.
- Strengthen traceability across engineering activities.
- Reduce gaps between teams, tools, or processes.
- Provide useful context for reviews and decision-making.
Expand the Reach
Identify V-Model touchpoints where additional stakeholders could benefit from visibility or collaboration in Jama Connect.
Broader participation may help improve reviews, feedback, decision-making, cross-functional collaboration, and visibility into engineering information.
Where appropriate, use available license types and permissions to provide stakeholders with the level of Jama Connect access required for their role.
Continue Improving
As your Jama Connect adoption matures, periodically revisit your implementation goals, engineering processes, measurements, and feedback.
Use these reviews to identify and prioritize new opportunities as your organization, products, and workflows evolve.
Additional Resources
- Success Programs
- Success Catalog
- Datasheets
- Request a Solution Offering or Training from the Success Catalog
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