Setup & Configuration
🛠️ Setup & Configuration
🎯 Integration Setup Overview
Approach estratégico para setup
Setup roadmap
🏗️ Phase 1: Foundation (Week 1)
Core integration setup:
Priority 1: Project Management Tool
├── Jira Cloud (Most common)
├── Azure DevOps (Microsoft shops)
├── Linear (Modern teams)
├── Asana (Simple PM)
└── Monday.com (Visual teams)
Setup time: 15-30 minutes
Value realization: Immediate
Success criteria: Daily usage, accurate data sync
Foundation checklist:
✅ Pre-setup preparation:
├── Verify admin access to target tool
├── Document current project structure
├── Identify key stakeholders for testing
├── Plan initial use cases and questions
└── Schedule team introduction session
✅ Basic integration:
├── Connect primary tool (usually Jira)
├── Verify data sync accuracy
├── Test basic AI queries
├── Configure essential notifications
└── Document initial setup decisions
✅ Team onboarding:
├── Introduce team to basic functionality
├── Provide initial training session (30 min)
├── Set up feedback collection mechanism
├── Establish success metrics and tracking
└── Plan Phase 2 expansion timeline
Foundation success metrics:
- Integration uptime: >99%
- Data accuracy: 100% match with source
- Team adoption: 80% daily usage within 1 week
- Response satisfaction: 4/5 average rating
- Time to insight: <30 seconds for basic queries
📈 Phase 2: Expansion (Week 2-3)
Multi-tool intelligence:
Priority 2: Communication Tool
├── Slack (Most popular)
├── Microsoft Teams (Enterprise)
├── Discord (Gaming/Tech teams)
└── Custom chat solutions
Priority 3: Development Tool
├── GitHub (Open source/startup)
├── GitLab (DevOps focused)
├── Bitbucket (Atlassian stack)
└── Azure Repos (Microsoft stack)
Setup time: 20-40 minutes per tool
Value realization: 1-2 weeks
Success criteria: Cross-tool insights, workflow integration
Expansion strategy:
Week 2: Communication Integration
├── Connect Slack/Teams for team dynamics
├── Configure channel monitoring (selective)
├── Set up communication pattern analysis
├── Test cross-tool correlation queries
└── Train team on enhanced capabilities
Week 3: Development Integration
├── Connect GitHub/GitLab for code insights
├── Configure repository and branch monitoring
├── Set up development velocity tracking
├── Test development-PM correlation
└── Establish development workflow integration
Expansion success metrics:
- Cross-tool insights: 5+ valuable correlations discovered
- Workflow integration: 3+ processes enhanced
- Team productivity: 15% improvement in information access
- Advanced adoption: 70% team using multi-tool queries
- Process optimizestion: 2+ workflows automated
⚡ Phase 3: Optimization (Week 4-6)
Advanced configuration and customization:
Priority 4: Business Intelligence Tools
├── Google Analytics (Web analytics)
├── Mixpanel (Product analytics)
├── Tableau (Business intelligence)
└── Custom analytics platforms
Priority 5: Design & Collaboration
├── Figma (Design collaboration)
├── Miro (Whiteboarding)
├── Notion (Documentation)
└── Confluence (Knowledge base)
Setup time: 30-60 minutes per tool
Value realization: 2-4 weeks
Success criteria: Strategic insights, business correlation
Optimization focus areas:
Advanced Analytics:
├── Business impact correlation analysis
├── Customer behavior vs development correlation
├── ROI tracking and measurement
├── Predictive analytics and forecasting
└── Strategic decision support insights
Custom Workflows:
├── Automated reporting and dashboards
├── Intelligent alert and notification systems
├── Cross-tool workflow automation
├── Custom AI model training and optimizestion
└── Process innovation and optimizestion
Optimization success metrics:
- Strategic insights: 10+ business-impacting recommendations
- Automation value: 25% reduction in manual reporting
- Decision speed: 40% faster strategic decisions
- Custom workflows: 5+ automated processes
- Business correlation: Measurable ROI from insights
🏢 Phase 4: Enterprise (Month 2+)
Enterprise-grade configuration:
Enterprise Integrations:
├── ERP Systems (SAP, Oracle)
├── CRM Platforms (Salesforce, HubSpot)
├── HR Systems (Workday, BambooHR)
├── Financial Tools (QuickBooks, NetSuite)
└── Custom internal APIs and tools
Setup time: 1-4 hours per integration
Value realization: 1-3 months
Success criteria: Organization transformation, competitive advantage
Enterprise capabilities:
Advanced Security:
├── SSO integration and management
├── Advanced role-based access control
├── Audit logging and compliance reporting
├── Data governance and classification
└── Enterprise security policy enforcement
Scalability & Performance:
├── Multi-region deployment and optimizestion
├── Advanced caching and performance tuning
├── Load balancing and auto-scaling
├── Disaster recovery and business continuity
└── Enterprise SLA and support agreements
Custom Development:
├── Custom AI model development and training
├── Proprietary integration development
├── Advanced analytics and reporting
├── Custom workflow and automation development
└── API development and management
Enterprise success metrics:
- Organization transformation: Measurable business process improvement
- Competitive advantage: Unique capabilities vs competitors
- Scalability: Support for 1000+ users without performance degradation
- Compliance: 100% adherence to regulatory requirements
- Innovation: 30% increase in successful experiments and initiatives
🎫 Jira Setup (Detailed)
Complete Jira integration guide
Step-by-step Jira setup
🚀 Basic Jira Setup (15 minutes)
Prerequisites checklist:
✅ Access requirements:
├── Jira Cloud instance (not Server/Data Center)
├── Browse Projects permission on target projects
├── Browse Users global permission
├── Admin access (recommended for webhooks)
└── List of projects to integrate
✅ Planning decisions:
├── Which projects to sync initially (start with 1-3)
├── Team members who will use the integration
├── Key use cases and questions to test
├── Success criteria and measurement plan
└── Timeline for team rollout
Setup process:
Connect to Jira
- Navigate to Integrations in Impulsum Settings
- Click “Connect Jira” → Opens Atlassian OAuth flow
- Select your Jira site (yourcompany.atlassian.net)
- Authorize permissions → Click “Accept” in Atlassian
- Confirm connection → Should see green “Connected” status
Configure Project Sync
- Select projects to sync → Start with 1-3 active projects
- Choose sync frequency → Real-time (recommended) or scheduled
- Set data retention → Last 6 months (adjustable)
- Configure user sync → Include team members only
- Test initial sync → Wait 2-5 minutes for completion
Verify Setup
- Check integration health → Should show green status
- Test basic query → “How van mis projects?”
- Verify data accuracy → Compare with Jira directly
- Test team access → Ensure team members can query
- Document setup → Record configuration decisions
Team Introduction
- Schedule 30-minute demo → Show basic capabilities
- Provide quick start guide → Essential questions and workflows
- Set up feedback channel → Slack/email for questions
- Plan follow-up training → Advanced features in 1 week
- Establish success metrics → Usage and satisfaction tracking
Verification checklist:
✅ Technical verification:
├── Integration status: Green/Connected
├── Data sync: Projects and issues visible
├── Webhooks: Real-time updates working
├── Permissions: Team can access appropriate data
└── Performance: Queries respond in <3 seconds
✅ Functional verification:
├── Basic queries work: "How va el project X?"
├── Team queries work: "How está el workload del team?"
├── Sprint queries work: "¿Vamos a completar el sprint?"
├── Blocker queries work: "¿Hay algún blocker?"
└── Historical queries work: "How fue el último sprint?"
⚙️ Advanced Jira Configuration
Performance optimizestion:
Sync optimizestion settings:
├── Project filtering: Only active projects
├── Issue filtering: Exclude resolved issues >6 months
├── Field filtering: Only essential custom fields
├── User filtering: Team members only
└── Historical data: Last 12 months maximum
Webhook configuration:
├── Real-time events: Issue updates, comments, transitions
├── Batch events: Sprint changes, project updates
├── Error handling: 3 retries with exponential backoff
├── Security: HMAC SHA256 signature validation
└── Monitoring: Health checks every 5 minutes
Advanced field mapping:
Custom field mapping examples:
Business Value Field:
├── Jira field: "Business Impact" (1-10 scale)
├── Impulsum mapping: ROI Analysis input
├── AI usage: Priority scoring, resource allocation
├── Queries enabled: "What features tienen más valor?"
└── Reporting: Business value vs effort analysis
Technical Complexity Field:
├── Jira field: "Technical Risk" (Low/Medium/High)
├── Impulsum mapping: Risk assessment input
├── AI usage: Sprint planning, capacity estimation
├── Queries enabled: "What tickets son más complejos?"
└── Reporting: Complexity vs velocity correlation
Customer Impact Field:
├── Jira field: "Customer Segments" (multi-select)
├── Impulsum mapping: Customer analysis input
├── AI usage: Priority scoring, impact assessment
├── Queries enabled: "What afecta a clientes enterprise?"
└── Reporting: Customer impact vs development effort
Workflow optimizestion:
Workflow state mapping:
├── "To Do" → Ready for development
├── "In Progress" → Active development
├── "Code Review" → Technical validation
├── "Testing" → Quality assurance
├── "Done" → Completed and deployed
Benefits for AI analysis:
├── Accurate progress tracking
├── Bottleneck identification
├── Velocity calculation improvement
├── Team workload analysis
└── Process optimizestion insights
🎛️ Custom Fields Configuration
Field mapping strategy:
High-value custom fields to map:
Priority 1 (Essential):
├── Story Points → Effort estimation and velocity
├── Business Value → ROI analysis and prioritization
├── Sprint → Sprint planning and tracking
├── Epic Link → Feature-level analysis
└── Components → Team and area analysis
Priority 2 (Valuable):
├── Fix Version → Release planning and tracking
├── Labels → Categorization and filtering
├── Priority → Urgency and impact analysis
├── Assignee → Workload and capacity analysis
└── Reporter → Stakeholder and request analysis
Priority 3 (Nice to have):
├── Due Date → Deadline tracking and alerts
├── Time Tracking → Effort analysis and planning
├── Watchers → Stakeholder engagement tracking
├── Security Level → Access control and filtering
└── Custom dropdowns → Organization-specific analysis
Field configuration examples:
📊 Story Points Configuration
Field setup:
├── Jira field name: "Story Points"
├── Field type: Number
├── Scale: Fibonacci (1, 2, 3, 5, 8, 13, 21)
├── Required: Yes (for development stories)
└── Default: None (force estimation)
Impulsum mapping:
├── Primary use: Velocity calculation
├── Secondary use: Capacity planning
├── AI insights: Sprint forecasting
├── Queries enabled:
│ ├── "Which es nuestra velocity?"
│ ├── "¿Podemos completar el sprint?"
│ ├── "How está la capacidad del team?"
│ └── "What tan complejo es este epic?"
└── Reporting: Burndown, velocity trends, capacity analysis
Best practices:
├── Consistent scale across all teams
├── Regular calibration sessions
├── Include complexity, not just effort
├── Consider unknowns and dependencies
└── Document estimation guidelines
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💰 Business Value Configuration
Field setup:
├── Jira field name: "Business Value"
├── Field type: Select List (Single Choice)
├── Options: 1-Low, 3-Medium, 5-High, 8-Critical, 13-Strategic
├── Required: Yes (for features)
└── Default: 3-Medium
Impulsum mapping:
├── Primary use: ROI analysis and prioritization
├── Secondary use: Resource allocation optimizestion
├── AI insights: Value vs effort correlation
├── Queries enabled:
│ ├── "What features tienen más business value?"
│ ├── "Which es el ROI de este epic?"
│ ├── "¿Estamos trabajando en lo más valioso?"
│ └── "What deberíamos priorizar?"
└── Reporting: Value delivery analysis, ROI tracking
Scoring criteria:
├── 1-Low: Internal improvements, technical debt
├── 3-Medium: Feature enhancements, bug fixes
├── 5-High: New features, user experience improvements
├── 8-Critical: Revenue-impacting, competitive features
└── 13-Strategic: Market differentiation, platform capabilities
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⚠️ Technical Risk Configuration
Field setup:
├── Jira field name: "Technical Risk"
├── Field type: Select List (Single Choice)
├── Options: Low, Medium, High, Unknown
├── Required: Yes (for development work)
└── Default: Unknown (force assessment)
Impulsum mapping:
├── Primary use: Risk assessment and mitigation
├── Secondary use: Sprint planning and estimation
├── AI insights: Risk correlation analysis
├── Queries enabled:
│ ├── "What tickets tienen alto riesgo técnico?"
│ ├── "¿Hay riesgos en el sprint actual?"
│ ├── "What puede causar delays?"
│ └── "¿Necesitamos más investigación?"
└── Reporting: Risk vs velocity, mitigation tracking
Risk criteria:
├── Low: Well-understood, proven technology
├── Medium: Some unknowns, moderate complexity
├── High: New technology, complex integration
└── Unknown: Needs investigation before estimation
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👥 Customer Impact Configuration
Field setup:
├── Jira field name: "Customer Segments"
├── Field type: Multi-Select
├── Options: Enterprise, SMB, Startup, Internal, All
├── Required: Yes (for customer-facing work)
└── Default: None (force selection)
Impulsum mapping:
├── Primary use: Customer impact analysis
├── Secondary use: Priority scoring and planning
├── AI insights: Customer value correlation
├── Queries enabled:
│ ├── "What afecta a clientes enterprise?"
│ ├── "Which es el impacto en usuarios?"
│ ├── "What features necesitan los startups?"
│ └── "¿Estamos balanceando customer segments?"
└── Reporting: Customer satisfaction vs development effort
Segment definitions:
├── Enterprise: Large customers (>1000 users)
├── SMB: Medium businesses (100-1000 users)
├── Startup: Small companies (<100 users)
├── Internal: Internal tools and processes
└── All: Universal impact across all segments
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🔗 Webhooks & Automation
Webhook configuration:
Automatic webhook setup (recommended):
├── Impulsum configures webhooks automatically
├── Requires Jira admin permissions
├── Covers all essential events
├── Includes security validation
└── Self-healing on failures
Manual webhook setup (fallback):
├── Jira Admin → System → WebHooks
├── Create WebHook with Impulsum URL
├── Configure events and security
├── Test delivery and validation
└── Monitor health and performance
Webhook events configuration:
Essential events (always enabled):
├── Issue Created → New work tracking
├── Issue Updated → Progress monitoring
├── Issue Deleted → Data cleanup
├── Issue Transitioned → Status changes
└── Issue Commented → Communication tracking
Sprint events (Scrum projects):
├── Sprint Started → Sprint tracking initiation
├── Sprint Completed → Velocity calculation
├── Sprint Updated → Scope change tracking
└── Issue Added to Sprint → Scope monitoring
Project events (administrative):
├── Project Updated → Configuration changes
├── Version Released → Release tracking
├── Component Updated → Team structure changes
└── User Added/Removed → Access control updates
Automation workflows:
Automated insights and alerts:
Daily Automation:
├── Morning project status summary
├── Blocker detection and escalation
├── Team workload analysis and balancing
├── Sprint progress monitoring and alerts
└── Risk identification and mitigation suggestions
Weekly Automation:
├── Sprint planning data preparation
├── Velocity trend analysis and forecasting
├── Team performance review and insights
├── Stakeholder progress reports
└── Process improvement recommendations
Monthly Automation:
├── Portfolio health assessment
├── Resource allocation optimizestion
├── Process efficiency analysis
├── Team development insights
└── Strategic planning support
Advanced automation examples:
Smart escalation workflows:
Blocker Detection:
├── Trigger: Issue in "Blocked" status >24 hours
├── Action: Notify PM and stakeholders
├── Escalation: Auto-escalate if >48 hours
├── Resolution: Track resolution time and patterns
└── Learning: Improve blocker prevention
Sprint Risk Detection:
├── Trigger: Sprint progress <50% at midpoint
├── Action: Analyze root causes and suggest actions
├── Escalation: Schedule team discussion if high risk
├── Resolution: Track mitigation effectiveness
└── Learning: Improve sprint planning accuracy
Team Overload Detection:
├── Trigger: Team member >110% capacity for 3+ days
├── Action: Suggest workload redistribution
├── Escalation: Notify PM if pattern continues
├── Resolution: Track workload balancing success
└── Learning: Improve capacity planning
💬 Slack/Teams Setup
Communication intelligence configuration
Communication setup guide
💬 Slack Integration Setup
Prerequisites:
✅ Requirements:
├── Slack workspace admin access (or admin approval)
├── Relevant channels identified for monitoring
├── Team consent for communication pattern analysis
├── Privacy policy review and approval
└── Use case definition and success criteria
Setup process:
Install Impulsum Slack App
- Go to Slack App Directory → Search “Impulsum”
- Click “Add to Slack” → Authorize workspace access
- Select channels → Choose project-relevant channels only
- Configure permissions → Read messages, user info (no posting)
- Test connection → Verify app appears in channel
Configure Channel Monitoring
Select channels strategically:
#general
→ Overall team sentiment#project-alpha
→ Project-specific communication#dev-team
→ Technical discussions#standup
→ Daily coordination patterns- Avoid:
#random
,#social
, personal DMs
Set monitoring preferences:
- Pattern analysis: Enabled
- Sentiment tracking: Enabled
- Mention detection: Project keywords only
- Time analysis: Work hours only
- User activity: Anonymized aggregation
Privacy Configuration
- Data collection settings:
- Content analysis: Patterns only, no content storage
- User identification: Anonymized IDs only
- Retention period: 30 days maximum
- Opt-out mechanism: Individual user control
- Data export: Available on request
Verify Integration
- Test pattern detection → Should identify communication trends
- Verify privacy compliance → No personal content visible
- Check team sentiment → General morale indicators
- Test project correlation → Communication vs project progress
- Validate anonymization → No individual identification possible
Slack insights examples:
Communication intelligence queries:
Team Health:
├── "How está el sentiment del team?"
├── "¿Ha cambiado la comunicación esta semana?"
├── "¿Hay señales de burnout en el team?"
└── "What projects generan más discusión?"
Project Correlation:
├── "¿La comunicación correlaciona con velocity?"
├── "¿Hay menos comunicación cuando hay blockers?"
├── "What días el team colabora más?"
└── "¿Los projects complejos generan más preguntas?"
Process Insights:
├── "¿Las standups son efectivas?"
├── "When el team hace más preguntas?"
├── "¿Hay patrones en las escalaciones?"
└── "¿La comunicación improves con pairing?"
🏢 Microsoft Teams Setup
Prerequisites:
✅ Requirements:
├── Teams admin access or IT approval
├── Microsoft 365 integration permissions
├── Relevant teams and channels identified
├── Compliance and privacy review completed
└── Integration scope and timeline defined
Setup process:
Install Impulsum Teams App
- Access Teams Admin Center → Manage apps
- Upload Impulsum app → Custom app installation
- Configure app permissions → Read messages, user profiles
- Assign to teams → Select relevant teams only
- Test installation → Verify app functionality
Configure Team Monitoring
Select teams strategically:
- Project teams → Project-specific insights
- Department teams → Cross-functional collaboration
- Leadership teams → Strategic communication patterns
- Avoid: Social teams, personal chats
Channel selection:
- General channels → Overall team dynamics
- Project channels → Project-specific communication
- Technical channels → Development collaboration
- Meeting channels → Decision-making patterns
Privacy and Compliance
Microsoft compliance integration:
- Respect existing DLP policies
- Honor retention policies
- Maintain audit trails
- Support eDiscovery requirements
- Comply with regional regulations
Data handling:
- Pattern analysis only
- No content storage
- Anonymized user data
- Encrypted data transmission
- Regular compliance audits
Advanced Teams Features
Meeting integration:
- Meeting frequency analysis
- Participation pattern tracking
- Decision velocity measurement
- Follow-up action tracking
- Meeting effectiveness insights
Collaboration insights:
- Cross-team collaboration patterns
- Knowledge sharing effectiveness
- Response time analysis
- Escalation pattern detection
- Team formation dynamics
Teams-specific insights:
Enterprise communication analysis:
Meeting Intelligence:
├── "¿Son efectivas nuestras meetings?"
├── "¿Cuánto tiempo pasamos en meetings?"
├── "What meetings generan más follow-ups?"
└── "¿Hay fatiga de meetings en el team?"
Cross-Team Collaboration:
├── "How colaboran los teams?"
├── "¿Hay silos de comunicación?"
├── "What teams trabajan mejor juntos?"
└── "¿Necesitamos más coordinación?"
Decision Velocity:
├── "What tan rápido tomamos decisiones?"
├── "Where se atascan las decisiones?"
├── "¿Quién facilitates mejor las decisiones?"
└── "How improvesr la toma de decisiones?"
📋 Channel Configuration Best Practices
Strategic channel selection:
Channel selection framework:
High-Value Channels (Always include):
├── Project-specific channels → Direct project insights
├── Team coordination channels → Workflow patterns
├── Technical discussion channels → Problem-solving patterns
├── Standup/sync channels → Daily rhythm analysis
└── Decision-making channels → Leadership communication
Medium-Value Channels (Selective inclusion):
├── General/company channels → Overall sentiment
├── Cross-team channels → Collaboration patterns
├── Support/help channels → Knowledge sharing patterns
├── Announcement channels → Information flow analysis
└── Process/workflow channels → Operational efficiency
Low-Value Channels (Usually exclude):
├── Social/random channels → Not work-related
├── Personal/private channels → Privacy concerns
├── Bot/automated channels → No human patterns
├── Archive/inactive channels → No current relevance
└── External/guest channels → Limited access
Channel configuration examples:
Project Team Configuration:
#project-alpha-general:
├── Monitoring: Full pattern analysis
├── Insights: Team coordination effectiveness
├── Alerts: Communication drops, sentiment changes
├── Privacy: Standard anonymization
└── Retention: 30 days
#project-alpha-dev:
├── Monitoring: Technical discussion patterns
├── Insights: Problem-solving effectiveness
├── Alerts: Increased technical questions
├── Privacy: Enhanced (technical details)
└── Retention: 14 days
#project-alpha-standup:
├── Monitoring: Daily coordination patterns
├── Insights: Standup effectiveness, blocker patterns
├── Alerts: Missed standups, recurring blockers
├── Privacy: Standard anonymization
└── Retention: 7 days
Monitoring configuration:
Pattern analysis settings:
Communication Frequency:
├── Daily patterns: Peak hours, quiet periods
├── Weekly patterns: Most/least active days
├── Project correlation: Communication vs progress
├── Team patterns: Individual participation levels
└── Trend analysis: Changes over time
Sentiment Analysis:
├── Overall team sentiment: Positive/negative trends
├── Project-specific sentiment: Per-project morale
├── Stress indicators: Increased negative sentiment
├── Celebration detection: Success acknowledgments
└── Concern detection: Problem discussions
Collaboration Patterns:
├── Cross-team interaction: Who talks to whom
├── Knowledge sharing: Help requests and responses
├── Decision making: How decisions are communicated
├── Escalation patterns: When issues get elevated
└── Resolution tracking: How problems get solved
🔒 Privacy & Compliance Settings
Privacy-first configuration:
Data collection principles:
What we DO collect:
├── Communication frequency patterns
├── Response time patterns
├── Sentiment indicators (positive/negative)
├── Mention patterns for project keywords
├── Participation level patterns
└── Collaboration network patterns
What we DON'T collect:
├── Message content or text
├── Personal conversations
├── Individual user identification
├── Private channel content
├── Direct message content
└── File attachments or links
Compliance configuration:
Regulatory compliance settings:
GDPR Compliance (EU):
├── Explicit consent collection
├── Right to be forgotten implementation
├── Data portability support
├── Privacy impact assessment
├── Data protection officer notification
└── Breach notification procedures
CCPA Compliance (California):
├── Consumer privacy rights
├── Data sale prohibition
├── Opt-out mechanisms
├── Non-discrimination policies
├── Transparency in data usage
└── Verified deletion procedures
Enterprise Compliance:
├── SOC 2 Type II controls
├── ISO 27001 alignment
├── Industry-specific requirements
├── Internal policy compliance
├── Audit trail maintenance
└── Regular compliance reviews
User control and transparency:
Individual user controls:
Opt-out mechanisms:
├── Complete opt-out from all analysis
├── Selective channel opt-out
├── Temporary opt-out (vacation, etc.)
├── Granular feature opt-out
└── Easy re-opt-in process
Transparency features:
├── Personal data dashboard
├── Analysis explanation
├── Data usage reports
├── Privacy policy access
├── Contact information for questions
└── Regular privacy updates
Data subject rights:
├── Access to personal data
├── Correction of inaccurate data
├── Deletion of personal data
├── Restriction of processing
├── Data portability
└── Objection to processing
Privacy monitoring:
Ongoing privacy protection:
Automated privacy controls:
├── Content filtering and anonymization
├── Personal identifier removal
├── Sensitive data detection and blocking
├── Access control and audit logging
├── Retention policy enforcement
└── Breach detection and response
Regular privacy audits:
├── Monthly data collection review
├── Quarterly privacy impact assessment
├── Annual compliance certification
├── User feedback integration
├── Policy update and communication
└── Training and awareness programs
💻 GitHub/GitLab Setup
Development intelligence integration
Development setup preview
🐙 GitHub Integration (Preview)
Planned capabilities:
Development intelligence features:
Code Velocity Metrics:
├── Commit frequency and patterns
├── Pull request velocity and size
├── Code review time and quality
├── Deployment frequency and success
└── Developer productivity patterns
Quality Metrics:
├── Bug introduction and resolution rates
├── Code review effectiveness
├── Test coverage and quality trends
├── Technical debt accumulation
└── Refactoring impact analysis
Project Correlation:
├── Development velocity vs Jira velocity
├── Code complexity vs story points
├── Bug rates vs project pressure
├── Team collaboration patterns
└── Release quality vs development practices
Setup process (planned):
Connect GitHub Account
- Authorize GitHub integration → OAuth flow
- Select repositories → Choose relevant repos only
- Configure permissions → Read access to code, PRs, issues
- Set up webhooks → Real-time event notifications
- Test connection → Verify data sync
Configure Repository Monitoring
- Select branches → Main, develop, feature branches
- Configure events → Commits, PRs, releases, issues
- Set up metrics → Velocity, quality, collaboration
- Privacy settings → Code content not analyzed
- Team mapping → Link GitHub users to Jira users
Integration Testing
- Verify metrics collection → Code velocity tracking
- Test correlation queries → Development vs PM data
- Check privacy compliance → No code content stored
- Validate team insights → Developer productivity
- Confirm real-time updates → Webhook functionality
GitHub insights examples:
Development intelligence queries:
Velocity Analysis:
├── "How está la velocity de desarrollo?"
├── "¿Correlaciona code velocity con Jira velocity?"
├── "What desarrollador es más productivo?"
└── "¿Hay bottlenecks en code review?"
Quality Insights:
├── "¿Estamos introduciendo más bugs?"
├── "How está la calidad del código?"
├── "¿Los PRs grandes introducen más bugs?"
└── "¿Necesitamos más testing?"
Team Collaboration:
├── "¿Quién colabora más en code reviews?"
├── "¿Hay knowledge silos en el team?"
├── "How improvesr la colaboración?"
└── "¿Necesitamos más pairing?"
🦊 GitLab Integration (Preview)
GitLab-specific features:
DevOps intelligence capabilities:
CI/CD Pipeline Analysis:
├── Pipeline success rates and trends
├── Build time optimizestion opportunities
├── Deployment frequency and reliability
├── Environment-specific metrics
└── Infrastructure correlation analysis
Merge Request Intelligence:
├── MR size and complexity analysis
├── Review time and quality metrics
├── Approval workflow effectiveness
├── Conflict resolution patterns
└── Merge strategy optimizestion
Issue and Epic Correlation:
├── GitLab issues vs Jira correlation
├── Epic progress tracking
├── Milestone achievement analysis
├── Label and tag effectiveness
└── Cross-project dependency tracking
Setup process (planned):
Connect GitLab Instance
- Configure GitLab connection → Self-hosted or GitLab.com
- Authorize access → Personal access token or OAuth
- Select projects → Choose relevant projects
- Configure CI/CD monitoring → Pipeline and deployment tracking
- Test integration → Verify data collection
Configure DevOps Monitoring
- Pipeline configuration → Select pipelines to monitor
- Environment setup → Production, staging, development
- Deployment tracking → Success rates, rollback frequency
- Quality gates → Test coverage, security scans
- Performance monitoring → Build times, resource usage
Advanced GitLab Features
- Epic tracking → Multi-project epic progress
- Milestone analysis → Release planning effectiveness
- Security integration → Vulnerability tracking
- Compliance monitoring → Audit and compliance metrics
- Resource optimizestion → Runner efficiency, cost analysis
GitLab insights examples:
DevOps intelligence queries:
Pipeline Optimization:
├── "How optimizesr nuestros pipelines?"
├── "What pipelines fallan más?"
├── "¿Cuánto tiempo perdemos en builds?"
└── "¿Necesitamos más runners?"
Deployment Intelligence:
├── "What tan confiables son nuestros deployments?"
├── "When deberíamos hacer rollbacks?"
├── "How está la calidad de releases?"
└── "¿Necesitamos más testing?"
Epic and Milestone Tracking:
├── "How va el progreso del epic?"
├── "¿Vamos a cumplir el milestone?"
├── "What projects están atrasados?"
└── "¿Necesitamos replanificar?"
📁 Repository Configuration
Repository selection strategy:
Repository prioritization:
Tier 1 (Essential):
├── Main application repositories
├── Core service repositories
├── Customer-facing product repos
├── Critical infrastructure repos
└── High-activity development repos
Tier 2 (Important):
├── Supporting service repositories
├── Internal tool repositories
├── Documentation repositories
├── Configuration repositories
└── Moderate-activity repos
Tier 3 (Optional):
├── Experimental repositories
├── Archive repositories
├── Fork repositories
├── Low-activity repositories
└── Personal repositories
Branch and workflow configuration:
Branch monitoring setup:
Production branches:
├── main/master → Production deployments
├── release/* → Release candidates
├── hotfix/* → Emergency fixes
├── Monitor: All commits, PRs, deployments
└── Alerts: Failed deployments, security issues
Development branches:
├── develop → Integration branch
├── feature/* → Feature development
├── bugfix/* → Bug fixes
├── Monitor: PR activity, merge patterns
└── Alerts: Long-running branches, conflicts
Workflow patterns:
├── GitFlow → Traditional release management
├── GitHub Flow → Continuous deployment
├── GitLab Flow → Environment-based workflow
├── Custom workflows → Organization-specific
└── Hybrid approaches → Mixed strategies
Privacy and security configuration:
Code privacy protection:
What we analyze:
├── Commit metadata (author, timestamp, message)
├── File change patterns (additions, deletions)
├── Pull request metadata (size, review time)
├── Branch and merge patterns
└── Deployment and release patterns
What we DON'T analyze:
├── Actual code content
├── File contents or diffs
├── Comments in code
├── Commit message content (beyond keywords)
└── Sensitive configuration data
Security measures:
├── Encrypted data transmission
├── Secure token storage
├── Access control and audit logging
├── Regular security assessments
└── Compliance with security standards
📊 Development Metrics Configuration
Velocity metrics setup:
Code velocity tracking:
Commit Metrics:
├── Commits per day/week/month
├── Commit size distribution
├── Commit frequency patterns
├── Author contribution patterns
└── Commit message quality indicators
Pull Request Metrics:
├── PR creation and merge rates
├── PR size and complexity
├── Review time and cycles
├── Approval patterns and bottlenecks
└── Merge conflict frequency
Deployment Metrics:
├── Deployment frequency
├── Deployment success rates
├── Rollback frequency and causes
├── Environment promotion patterns
└── Release cycle effectiveness
Quality metrics configuration:
Code quality tracking:
Quality Indicators:
├── Test coverage trends
├── Code review thoroughness
├── Bug introduction rates
├── Technical debt accumulation
└── Refactoring frequency and impact
Review Effectiveness:
├── Review participation rates
├── Comment quality and resolution
├── Approval time and patterns
├── Reviewer expertise matching
└── Knowledge sharing effectiveness
Release Quality:
├── Bug reports post-release
├── Hotfix frequency and urgency
├── Customer impact correlation
├── Performance regression detection
└── Security vulnerability tracking
Correlation analysis setup:
Cross-tool correlation:
Development-PM Correlation:
├── Code velocity vs Jira velocity
├── Story points vs code complexity
├── Sprint progress vs commit patterns
├── Bug rates vs project pressure
└── Team collaboration vs productivity
Quality-Process Correlation:
├── Code review time vs bug rates
├── Test coverage vs customer issues
├── Deployment frequency vs stability
├── Team size vs code quality
└── Process changes vs productivity
Predictive Analytics:
├── Delivery date prediction
├── Quality risk assessment
├── Resource need forecasting
├── Bottleneck prediction
└── Process optimizestion recommendations
🎯 Next Steps
🛠️ Setup mastery achieved!
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