Page Comparison

Introduction

We have migrated our idea tracking from Aha! to Jira. Below is the new process for filing Ideas. We are kicking this process off without a public way for partners to file ideas.

New Idea Identification:

1. Go to project: Ideas

2. Search using several key words to identify if an idea already exists

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1. Complete details within the ticket

2. Enter the Description

   1. The description has a template - all questions need to be filled out.

   2. If filling out on behalf of someone else, please ensure the original reporter is mentioned in the description.

3. Select the Assignee

   1. To be assigned initially based on https://goeverbright.atlassian.net/wiki/spaces/TECH/pages/2858942533/Idea+Assignment+Flow#CX-Assignment (to CX team member)

4. Select the POC Business Unit

   1. To be the BU who requested the idea.

      1. Select Installer if the request came directly from a partner.

5. Select the Platforms

   1. Where product, design, or engineering work is required

      1. Options:

         1. Sales Platform - pertains to selling of deals in the Everbright application (address, contact, usage, project, quote, proposal, settings)

         2. Operations Platform - pertains to processing deals in the Everbright application (qualification, contract, operations, settings)

         3. Data Platform - pertains to data pipelines and in-app reporting

         4. 3rd Party Platforms/Vendors - pertains to tech stacks not owned by EverBright and integrations with these parties (FNI, GA, Omnidian, Google, SalesForce, etc.)

         5. DevOps - pertains to infrastructure, cybersecurity

         6. Integration Platform - pertains to API integration into EverBright

         7. Customer Platform (HOP) - pertains to homeowner-facing portal

6. Link support ticket to the idea

7. Once the idea ticket has been generated, respond in the SS ticket to the customer with the idea ticket # and close the ticket

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