ProForma Process Templates

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Process templates...a whole process in one installation.

Converting to a new system, even when you're confident it will be a good system, can be time consuming and intimidating. ThinkTilt has created Process Templates for the ProForma Jira add-on, so you can quickly and easily bring business processes into Jira. A Process Template combines several elements:

  • request type* that allows your customers to find the form they need on the Jira Service Desk customer portal
  • portal form* which can be completed from the portal to collect all of the information needed from the customer
  • Any associated internal forms which the team receiving the requests needs in order to complete the process
  • The associated workflow which ensures that all steps (for example, approval by a supervisor) in the process are carried out

The library includes the templates for dozens of common business processes. Teams can customize the forms in any way necessary and an installation wizard makes it easy to get started. Find the process you need in one of the areas of Finance, Human Resources, IT, Legal, Marketing, Operations, Procurement or Risk Management. 


If you have any questions please contact ThinkTilt or to use the process and form templates within Jira Software, Jira Core or Jira Service Desk install the ProForma add-on





Finance

For expenses, invoices, budgets, project proposals and other finance processes


HR

For staffing, compliance, training, travel, leave and other HR processes


IT

For bug reports, test results, license requests and other technology processes


For contract reviews, incident reporting, consultations and other legal processes

Marketing

For content approval, events, collateral requests and other marketing processes


Operations

For room bookings, maintenance requests and other infrastructure & operations processes


Procurement

For supplier reference checks, purchases, quotations and other procurement processes


Risk

For workplace inspections, hazards, licenses and other risk management processes

These process and forms templates are available through the ProForma forms
add-on for JIRA Software and JIRA Service Desk.