Partners | Integrations | 4 MIN READ

Extending Insight with Powerful Excel Reports by Midori

Background

Midori is a long time member of the Atlassian Ecosystem, offering productivity apps for businesses of all sizes. In total, Midori develops and supports seven apps for Jira, Confluence and Bitbucket. To continuously improve these products, we always make great efforts to build powerful integrations with the apps our customers use the most. We believe that these technology partnerships strengthen the capabilities of the integrating apps, offering customers more combined value.

Why integrate with Insight?

By integrating Better Excel Plugin for Jira with Insight, we are making it possible to create Insight asset reports in Excel and seamlessly and easily share with stakeholders that are non Jira users.

When you have all your assets in Insight, your next goal towards getting the most out of your EAM system is to get all stakeholders involved in the "asset management journey". By integrating with Insight, we use the synergies between the two apps to help you take your asset management game to the next level.

The solution

An EAM strategy can be based on many custom requirements, specific to an organization, but the top 3 requirements usually consist of:

  • Planning and managing the lifecycle of all different asset types.
  • Managing all maintenance work, both preventive and reactive.
  • Managing the internal workforce or third party contractors performing the actual maintenance work.

A functional EAM strategy ensures, not only, that assets in an organization are accounted for and managed, but it also fits the "big picture" for the company. It answers questions like:

  • How does our EAM approach support our overall business strategy?
  • How centralized do we have to be in our asset management practice?
  • Do all stakeholders agree with this strategy?

The only way an EAM strategy can fill this role is if it's actively shared among departments, allowing all stakeholders to weigh in when needed. Without involving them, your asset management system can lose connection with the very people it should serve, resulting in wasted time, delayed maintenance or costly asset breakdown.

Sharing information in XLSX file format makes sense, since it’s compatible with the most commonly used spreadsheet applications – Microsoft Excel, Google Spreadsheets, Open Office Calc or Apple Numbers – in an enterprise environment. Better Excel Plugin for Jira integrates with Insight and makes this task effortless, whether you need to export thousands of issues with Insight custom fields from the Jira Issue Navigator view, or an Insight report which includes Insight data, graphs and pivot tables.

You can even take it a step further and create a steady stream of communication by automating some of these Excel exports. Need to send a list of items every week that are waiting for repair to a third party contractor? Set up an automation rule with Excel Automation Plugin to generate this export and save it to a shared cloud drive or have it emailed automatically to your stakeholders. You get the point: keep the information flowing in a format that makes sense for everyone.

The other pillar of a well functioning asset management system is the ability to forecast or report on company assets. This part is also more complex and error-prone, as there are abundance of sources where assets data can come from. Corrupt or missing data fields and redundantly stored information in legacy systems only add to the challenges of creating a comprehensive repository. Insight Discovery is a powerful tool that scans your data sources all across the organization and helps you channel the correct information into Insight.

Once that’s completed, Better Excel recognizes your Insight objects (e.g. the computers in your organization) and their attributes (e.g. the software installed on those computers or when they need maintenance) and transforms the data into an easy-to-understand Excel pivot report.

How does the solution benefit customers?

Taking your Insight data in Jira and turning it into meaningful reports can go a long way to improve the internal profile of asset management and also to find common ground with decision makers. Better Excel Plugin supports this process by extending Insight with advanced Excel export and data analytical features.

By sharing more and analyzing more, you not only help your company make better-informed decisions, you will create a more shared and open asset management practice and ultimately improve asset performance as well.

Need help building your Insight reports in Excel?

Extensive documentation and tutorial video are available to get you started and answer fundamental questions. If you still need help or have concerns, we encourage you to contact Midori technical support.

Learn more about Insight or the Better Excel Plugin

 

Originally published Apr 5, 2018 12:30:47 PM