Alteryx Case Studies JPMorgan Chase & Co.'s Successful API Integration for Enhanced Project Management

Edit This Case Study Record

	JPMorgan Chase & Co.'s Successful API Integration for Enhanced Project Management Alteryx

JPMorgan Chase & Co.'s Successful API Integration for Enhanced Project Management

Alteryx

Technology Category	Application Infrastructure & Middleware - API Integration & Management Infrastructure as a Service (IaaS) - Cloud Computing
Applicable Industries	Finance & Insurance
Applicable Functions	Product Research & Development
Use Cases	Supply Chain Visibility Time Sensitive Networking
Services	System Integration
Challenge	JPMorgan Chase & Co., one of the oldest and most respected financial institutions in the United States, was facing a significant challenge in managing its active projects. The organization was using JIRA for their project management needs, but the limitations of the software's canned dashboards made it difficult to extract data in a manner that presented hierarchical information of all tickets in the queue. Due to JIRA server limitations, only a limited number of records from a given JIRA project could be pulled at one time. This lack of visibility into everyday tasks and the complexity of pulling data at a large scale was a significant issue for the organization. The challenge was to find a solution that could provide improved oversight into the organization’s active projects and automate the ideation and project creation phases of more than 10,000 projects over the past two years. Read More
About Customer	JPMorgan Chase & Co. is one of the oldest and most respected financial institutions in the United States. The organization has built a solid foundation on innovation and is constantly seeking ways to improve its operations and services. The company's IT/Project Management department was facing a significant challenge in managing its active projects due to the limitations of the JIRA software they were using. The department needed a solution that could provide improved oversight into the organization’s active projects and automate the ideation and project creation phases of more than 10,000 projects over the past two years. Read More
Solution	Brian Clawson, Executive Director of Innovation at JPMorgan Chase, created a customized Alteryx macro which connected to JIRA’s API integration to address the challenge. He found the JIRA Connector within the Alteryx community, which allowed him to obtain JIRA data in a transactional record-based format. Brian updated the JIRA Connector and added functionality that aligned to the environment at JPMC. The connector parses and processes the JSON data into a consumable format for further analysis of critical stats such as field type, user roles, whom a project is assigned to, process owner, etc. To bridge the gap between technical and non-technical users, Brian created an Alteryx chatroom, or “Helpdesk,” with dedicated support for the connector, providing a shared visibility support model for centralized documents, the ability to ask questions and serve as a feedback loop, and tools for a community of over 200 users. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - API Integration & Management

Infrastructure as a Service (IaaS) - Cloud Computing

Applicable Industries

Finance & Insurance

Applicable Functions

Product Research & Development

Use Cases

Supply Chain Visibility

Time Sensitive Networking

Services

System Integration

Challenge

JPMorgan Chase & Co., one of the oldest and most respected financial institutions in the United States, was facing a significant challenge in managing its active projects. The organization was using JIRA for their project management needs, but the limitations of the software's canned dashboards made it difficult to extract data in a manner that presented hierarchical information of all tickets in the queue. Due to JIRA server limitations, only a limited number of records from a given JIRA project could be pulled at one time. This lack of visibility into everyday tasks and the complexity of pulling data at a large scale was a significant issue for the organization. The challenge was to find a solution that could provide improved oversight into the organization’s active projects and automate the ideation and project creation phases of more than 10,000 projects over the past two years.

About Customer

JPMorgan Chase & Co. is one of the oldest and most respected financial institutions in the United States. The organization has built a solid foundation on innovation and is constantly seeking ways to improve its operations and services. The company's IT/Project Management department was facing a significant challenge in managing its active projects due to the limitations of the JIRA software they were using. The department needed a solution that could provide improved oversight into the organization’s active projects and automate the ideation and project creation phases of more than 10,000 projects over the past two years.

Solution

Brian Clawson, Executive Director of Innovation at JPMorgan Chase, created a customized Alteryx macro which connected to JIRA’s API integration to address the challenge. He found the JIRA Connector within the Alteryx community, which allowed him to obtain JIRA data in a transactional record-based format. Brian updated the JIRA Connector and added functionality that aligned to the environment at JPMC. The connector parses and processes the JSON data into a consumable format for further analysis of critical stats such as field type, user roles, whom a project is assigned to, process owner, etc. To bridge the gap between technical and non-technical users, Brian created an Alteryx chatroom, or “Helpdesk,” with dedicated support for the connector, providing a shared visibility support model for centralized documents, the ability to ask questions and serve as a feedback loop, and tools for a community of over 200 users.

Impact #1	The implementation of the Alteryx macro and JIRA Connector has led to significant operational improvements at JPMorgan Chase. The automation of manual work has allowed for more time to grow and add value in new ways. The solution has also enabled the team to do things they weren’t able to do before. The open nature of the JIRA Connector has led to increased innovation with its capabilities, driving wider adoption and a spirit of innovation. The solution has also been applied to all facets of the organization – help desk, control, compliance, front office, lines of business, customer community, wealth management, and corporate marketing, to name a few. The Alteryx chatroom or “Helpdesk” has also provided a shared visibility support model for centralized documents, the ability to ask questions and serve as a feedback loop, and tools for a community of over 200 users.

Impact #1

The implementation of the Alteryx macro and JIRA Connector has led to significant operational improvements at JPMorgan Chase. The automation of manual work has allowed for more time to grow and add value in new ways. The solution has also enabled the team to do things they weren’t able to do before. The open nature of the JIRA Connector has led to increased innovation with its capabilities, driving wider adoption and a spirit of innovation. The solution has also been applied to all facets of the organization – help desk, control, compliance, front office, lines of business, customer community, wealth management, and corporate marketing, to name a few. The Alteryx chatroom or “Helpdesk” has also provided a shared visibility support model for centralized documents, the ability to ask questions and serve as a feedback loop, and tools for a community of over 200 users.

Benefit #1	200+ hours time savings a week
Benefit #2	Automation process reduced from 2-3 times a week to 8-10 minutes
Benefit #3	Increased visibility into multiple processes and data

Benefit #1

200+ hours time savings a week

Benefit #2

Automation process reduced from 2-3 times a week to 8-10 minutes

Benefit #3

Increased visibility into multiple processes and data

Download PDF Version

Overview

JPMorgan Chase & Co.'s Successful API Integration for Enhanced Project Management

Operational Impact

Quantitative Benefit