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Delivery Assurance – from Excel to Jira with Xray

Project Management

Feb 5, 2019 - 4 minute read

Krzysztof Jadczyk
See all Krzysztof's posts

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What is Delivery Assurance?

Delivery Assurance is an internal Objectivity process of evaluating the maturity of project delivery in an ongoing project. It covers different areas like project management, business analysis, testing and development. You can see the process on the diagram below (all pictures can be opened in separate tab in case of readability issue). Delivery Assurance process diagram The process should be carried out in several steps:

  • The DA document (described in the details below) initially filled in by the team (in separate Test, Dev, BA, PM). The idea of DA is to validate each area by going through several questions and mark them using RAG status. Not applicable status can also be used in some specific cases,
  • Then, the results are reviewed by area Guild representative (Testing, Development, BA, PM) during 1h session,
  • The list of possible actions is created during the meeting,
  • Then, all actions are combined and DA Report is created,
  • The list of actions should be confirmed with the project team (if applicable, possible area for improvement) and action plan is to be created for all the areas,
  • Finally, the follow up should take place and actions are to be reviewed.

The result of Delivery Assurance process for a particular project is:

  • A chart which shows RAG statuses for each of the areas,

Chart with RAG statuses which shows DA summary

  • A list of actions

List of actions - excel version The Delivery Assurance should be carried out in a cycle (2-3 months) for all ongoing projects. However, because of time limited, it is usually conducted for the most critical projects.

Current state

DA excel template is used as a checklist during the process execution. The template contains four sheets with questions divided into four areas of the project delivery mentioned above. The sample filled in a sheet which covers Testing area, which you can see below: The sample filled in a sheet which covers Testing area As it has already been mentioned, there are two additional sheets which show the result of process execution:

  1. Actions – which combine actions from all the areas
  2. Summary with some general information about the project, date and a dashboard which shows overall project condition and summary of the results for all the areas.

We’ve come across some problems regarding the use of excel form for the Delivery Assurance process. First of all, we had an issue to store the files in one place, and then, we found it difficult to compare the results of several DA for the one project, which were done in different project phase. Obviously, we want to be able to compare the results to see if something was improved due to some actions. Another issue was to track the actions which were stored in many excel files.

We struggled with such problems till today.

New version

We’ve decided to move the process to Jira and to utilize Xray for that purpose. It would help us to solve one of the issue mentioned below with storing the DA results in one place. It’s not a standard Xray usage, as it is primarily a test management tool. However, let’s give it a go.

In order to do so, a new jira project was created. The project is dedicated for DA process. We’ve mapped the above process to the Jira and Xray issue types. The general idea is shown on the diagram below. Delivery Assurance process in Jira - general idea Test issue was used to represent particular questions from excel. Then, Test Set issue was used to group the questions by area (PM, BA, TEST, DEV). Thanks to that, we achieved equivalent of DA excel template in Jira. Please look at the picture below and compare it with the list of questions in excel shown above. Test Set issue to group the questions by area Then, we decided to use Story item to represent particular DA process for selected project which will be grouping all DA results. Test Execution items were used to allow DA process execution. Story item as particular DA process

DA execution

The Test Executions are created based on previously prepared Test Sets and are linked to the story for tracking purpose.

Next, DA process is run by means of executing Tests corresponding to each area of the project Delivery process. Proper test execution status is set as RAG status substitute.

Below, you can find statuses we utilize and the mapping between Xray and RAG statuses.

RAG status Xray Test Status
Green Passed
Amber Executed
Red Failed
N/A Skipped

Sample DA execution in Xray is visible on the picture below. It can be compared with the excel version above. DA execution in Jira with Test Execution issue The Sub-task issue type of Test Execution was created, whenever there is an action which should take place after DA. The actions tracking was significantly improved thanks to Jira task usage. Proper EffortType (PM, BA effort, Testing or Development) should be set to allow easy action tracking by area. It is also used to present the action on jira dashboard, which is shown below. List of actions as sub-task of Test Execution issue in Jira There is one more thing - epic issue type is used to group all the DA for a particular project. Epic issue which group all DA for particular project


A sample jira dashboard which shows the results (a summary and a list of actions) of two DA for the same project. Thanks to the dashboard, it is possible to see all the actions at once. It also allows to compare the results between several DA executions. Sample Jira dashboard with DA results and actions

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Krzysztof Jadczyk
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