Gather Materials

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

Onboarding Jama Connect®

Summary

Gather existing process materials to help define how your organization will use Jama Connect®. These materials provide insight into your current processes, content, tools, stakeholders, and reporting needs while helping identify opportunities to improve your processes as part of the Jama Connect implementation.

Resolution

Understand What You're Gathering

The goal of gathering existing materials is not necessarily to recreate your current processes in Jama Connect®. Your implementation provides an opportunity to introduce efficiencies, improve existing processes, and establish new processes where appropriate.

Review your existing materials to:

Establish which content should be captured in Jama Connect.
Determine the scope of the processes Jama Connect will support.
Identify documents currently generated that may need to be exported from Jama Connect.
Understand existing roles, responsibilities, tools, and integrations.
Identify opportunities for process improvement.

Gather Existing Process Materials

Work with your organization's subject matter experts (SMEs) to locate relevant process documentation and examples.

Consider gathering:

Process maps for requirements definition, review, and approval
Process maps for verification definition, review, and approval
Risk management procedures and templates
Maps of existing tools and integrations
Product Development Process (PDP) procedures
Document management and approval procedures, including roles and responsibilities
Organizational charts identifying key stakeholders and functional groups
Project-specific examples, such as:
- Requirements documents
- Verification plans and protocols
- Verification reports
- Risk management plans and reports
Traceability files, such as trace matrices

What to Do Next

Use the materials you collect to evaluate your current processes and determine what should be retained, improved, or introduced as you plan your Jama Connect implementation.

Additional Resources

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