Jira System Setup & Implementation

For cross-functional collaboration

In an effort of unifying ways of working within the UX Design organization and cross-functionally with partnering teams at VistaPrint, I had the opportunity to contribute to the Jira system setup for better team collaboration and to improve the way teams track progress in all stages of the product life cycles for eCommerce site.

Jira System Setup Diagram

Below are screenshots of the Jira system setup diagrams that I proposed. This setup allows collaboration cross-functionally across all product development teams, which had been approved by senior management.

Jira System Setup Implementations

Workflow – from diagram (for planning) to implementation that allows all three teams — Product Management, UX Design, and Engineering — to work closely together.


Custom filters were used to build several Advanced Roadmaps for different views as needed by different teams.


I built this Advanced Roadmap to pull all new and active issues that have been assigned to UX Design team across the company.
(Includes company-managed and team-managed projects)

Data Tables & Team Calendars in Jira

Besides utilizing Jira to track design projects, I built data tables to track other team projects and team calendars like the one below for the UX Design Team Weekly Meetings, which were embedded in Confluence pages as part of the knowledge-sharing workflow.

Unify Jira setup within UX Design Team

Below is the actual Jira ticket that I used to track my effort of unifying Jira setup with the UX Design Team.

I also create templates with common fields and custom fields for both Epic and Story issues, so that the same set of data can be pulled into one view with Advanced Roadmap. Below is a visual diagram of fields in the story issue template that I drafted using Miro with color codes representing the implementation on various boards.

National Sojourners is a non-profit fraternal Masonic military society promoting Americanism and Patriotism through educational presentations and ceremonies. The organization provides Youth Education Programs,  scholarships to Freedom Foundation programs, sponsors annual scholarship Essay programs, and presents awards to College and High School ROTC students across the country. There are 164 active Chapters of National Sojourners across the country, plus more overseas. The National Sojourners has a long history that goes all the way back to its Origin, George Washington, a respected commander at the head of the Army. He was an honored guest in a Field Lodge. If you want to learn more about the Legacy of the American Military Mason, take a look at this deck.

dinner invitation


Even though this dinner event happened awhile ago, I still remember that evening vividly. Being invited as the guest of honor to this prestigious event was extraordinary. It was amazing to have a meal together with a room full of Master Masons, highly accomplished Commissioned Officers and Warrant Officers, past and present of the Uniformed Services of the United States. This dinner event was held at the Presidio's Officer Club. I attended a number of important events that took place in the Presidio during that period of my life before it turned into a National Park. This was one of them.

I was and still am humbled by the opportunity and the experience of being a Brigade Commander that year. As the top officer leading and managing the operations of a district-wide leadership training program. The U.S Army is one of the respectable leadership development institutions in the country. That year, two mentors from the Army of Instructions were coaching me and I had 10 of the brightest officers on my staff. We organized and hosted many district-wide events consecutively for our 2000+ members across eight campuses, which included a week-long training at Camp Park in Dublin.

The granted opportunity of having that C-level executive leadership experience was as rare as the shiny medal that I received that evening. The journey of getting there was triumphant. It took more than just doing hard work to be the best of the best amongst a pool of other outstanding leaders. Little did I know that spending that evening having dinner with Master Masons was a preview into my career in Operations working with the amazing leaders and top talents in the industry.

What a way to kick start my career! Thank you, National Sojourners, Inc. Golden Gate Chapter No. 18, for your support and recognition.