Getting started
Socratic supercharges your Jira and Git work activity data with AI to help teams plan, manage and measure better. With Socratic, you can sail right past all the time/money/spreadsheets/nonsense spent trying to understand how well everything is going, and just focus on building great product.
How it works
Socratic synchronizes in real-time with your Jira (and optionally Git) work activity data, applying intelligence and machine learning to answer questions like:
How long will it take to build this?
When will this project finish?
Where are our bottlenecks?
Is scope creep impacting progress?
Which epics are stagnating?
Who’s overworked, and who has capacity?
Where did we spend our work time (and labor costs) last quarter? Last year?
Are we improving as a team? As an organization as a whole? Why or why not?
In place of meetings, queries, and spreadsheets, Socratic uses data to show you what matters, what needs attention, and why.
Set up
To engage Socratic:
Click the Socratic icon (S) at top left, and choose Integrations.
Click on Jira. Connect to your Jira Cloud instance. The tooltips above each field provide a link to the relevant page in Jira. Note that for this step, you will need someone with Jira Organization Admin rights.
Click Connected Projects in the lower-left, and click the New+ button. For any subsequent projects, click the Import button in the upper-right. Note that Jira projects connected to Socratic must be company-managed. (Most commonly are.)
Choose your project to connect:
You'll then be prompted to choose the issue types you'd like to import. As a general rule, we recommend bringing in all issue types. Exclude issue types only in cases where you don't want their work activity data instrumented by Socratic.
The final step is to confirm the order of statuses by status category. If anything looks incorrect in the order, you can drag/drop the statuses within their category to reorder:
That's it! After connecting to a Jira project, Socratic's initial instrumentation of that project may take anywhere from several minutes to several hours, depending on the size (number of issues) in the project.
Socratic's sync with Jira excludes any destructive acts. Meaning, any deletion or archive is not synced between systems. Socratic does not import, store, or display issue description, comments or attachments. These remain exclusively in Jira. (For a full list of the fields mirrored in Socratic, see here.)
Using Socratic
To begin, create a plan in Socratic. Plans give you a way to prioritize, manage and measure your epics toward some larger program of work, such as a product roadmap.
You may also create teams. Teams provide a unified look at the health, progress, workload, and total assigned work for any collection of people.
Finally, experiment with scenarios. With Scenarios, you can size new work in minutes, using the power of Socratic's intelligent forecast.
Drive continuous improvement with historical trends
For all bodies of work—plans, teams, epics, even your organization as a whole—we also provide a Trends view. With Trends, you can see how key productivity metrics compare to past periods, as well as your average. To surface code metrics, you may optionally also connect to Git.
The Trends view can be filtered for even more granular selections of work, and provides a date range selector to compare the results of virtually any period to prior periods. Each Trend metric is clickable for further diagnostic metrics.
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