From AI to Roadmaps: Your Guide to Jama Software’s Upcoming Community Events
Are you ready to connect, learn, and grow with a community of like-minded professionals?
Jama Software Community Events are here to empower our customers with insights, strategies, and tools to maximize your success with Jama Connect®.
Whether you’re tackling challenges in requirements traceability, regulatory compliance, or product and systems development, these events are your gateway to meaningful conversations and actionable solutions.
Please note: These events are for existing customers only. If you are not currently a customer and would like to start a free 30-day trial, click here!
Here’s a sneak peek at the exciting lineup of upcoming events:
1. Explore Customer Success Journeys
Date: August 27, 2025 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Discover how tailored support solutions can align with your business goals. Learn about Premium, Strategic, and Essentials Support Plans, and gain practical strategies to enhance efficiency and ROI. Don’t miss this opportunity to elevate your experience with Jama Software.
2. Ask Me Anything (AMA) with our VP of Solutions & Support
Date: September 24, 2025 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Get exclusive insights from Jama Software’s VP of Solutions & Support, Preston Mitchell. Learn time-saving strategies, actionable tips, and answers to your burning questions in this interactive session.
Date: October 15, 2025 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Join Senior Product Manager Katie Huckett to explore how AI is revolutionizing requirements management and product development. Gain insights into AI-driven tools that enhance clarity, precision, and collaboration.
Date: November 5, 2025 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Be the first to learn about Jama Software’s upcoming features and enhancements. This session offers a glimpse into the future of innovation and how it can empower your workflows.
Date: December 3, 2025 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Take a look back at the standout features of Jama Connect in 2025. Learn how these innovations have driven efficiency and collaboration and discover how to maximize their impact in your organization.
Date: January 22, 2026 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Kick off 2026 with an interactive Lean Coffee session. Collaborate with experts and peers to tackle challenges in product, systems, and software development.
Date: February 10, 2026 | Time: 8:00 a.m. PT / 5:00 p.m. CEST
Engage in a conversation with a leading Jama Software executive. Get firsthand insights into the latest updates, upcoming developments, and strategies to drive impactful results.
Learn from Experts: Gain actionable insights from industry leaders and Jama Software experts.
Collaborate with Peers: Exchange ideas and strategies with power users.
Stay Ahead: Discover the latest innovations and trends shaping the future of product development.
Don’t miss these opportunities to connect, learn, and grow. Reserve your spot today and take the first step toward transforming your potential into action.
Jama Connect® Features in Five: Nuclear Reactor Design and I&C Development Solution
Learn how you can supercharge your systems development process! We always want to be respectful of your valuable time. Still, in this Features in Five video, we do go beyond the promised five-minute format to include an information-packed session, hosted by Vlad Tanasescu, GM, Industrial & Consumer Electronics, Jama Software.
Designing nuclear reactors is a complex, high-stakes process requiring precision, safety, and collaboration. Jama Connect’s out-of-the-box framework simplifies this complexity by guiding engineering teams through requirement decomposition, safety assessments, and risk analysis while ensuring traceability across the entire digital thread.
With AI-driven automation, real-time gap detection, and seamless tool integrations, Jama Connect empowers teams to streamline processes, enhance collaboration, and accelerate time to market, all while maintaining the highest safety and compliance standards.
VIDEO TRANSCRIPT
Vlad Tanasescu: Hi, I am Vlad. I lead our energy business unit here at Jama Software, and today I will walk you through a brief live demonstration of our new out-of-the-box nuclear reactor design and instrumentation and control (I&C) system development framework. Our engineering management platform, Jama Connect, enables an intelligent, guided, and measurable product development approach. In Jama Connect, we use process rules to define end-to-end engineering and design processes. Jama Connect will leverage this process to automatically guide the engineering organization through their development, intelligently measure system and process completion, and automatically detect gaps and risks so that engineers know where to take action.
On a high level, our nuclear reactor design framework starts from the decomposition of the requirements and the parallel decomposition of our designs and architectures from the highest level of the plant all the way to the mechanical and software implementations. The framework natively enables the initial deterministic safety assessment, the classification of initiating events in design-based accidents, the categorization of security and safety functions, and the classification of structures, systems, and components in alignment with the guidance of the International Atomic Energy Agency (IAEA) and local nuclear reactor design assessors.
The framework also includes the probabilistic safety assessment, the accident, and those consequence analysis and the analysis of combined risks. Nuclear reactor design is highly iterative. As our design and construction progresses, we will continuously find new safety and security requirements and functions as well as new reliability requirements and special treatments, all of which will need to cascade and feedback into the functional and non-functional levels of our reactor. Nuclear reactor design practitioners integrate model-based systems engineering, product life cycle management, pipeline and instrumentation diagramming and software development tools to Jama Connect to extend the traceability from the definition of our reactor to how our reactor is being implemented in mechanical software and electronics disciplines.
Tanasescu: These integrations will enable us to programmatically measure traceability and system completion across all of our tools, part of the engineering digital thread. For example, from one of our high-level mission needs, energy efficiency, we can directly visualize the allocation to a plant design coming from a model-based systems engineering solution, and then we can follow the decomposition of the requirement and the plan design all the way down to the mechanical implementation.
For example, from this plan design, we have derived multiple system architectures of the key reactor systems, which are further decomposed into multiple subsystem designs, which are further decomposed into component designs, which are ultimately decomposed into mechanical implementations like parts and key assemblies. This end-to-end traceability across the entire digital thread will enable us to understand the impact of changes starting from a requirement all the way down to the lowest implementation level. For example, if I were to change this energy efficiency requirement, I could run an impact analysis in Jama Connect, and then Jama Connect would show me that multiple design levels would be impacted by the change, but five levels down, I would also be impacting implementations in mechanical parts. I would be impacting safety mitigations and risk mitigations as well as executed tests, which is very powerful to understand before the change.
Jama Connect will use intelligent engineer management features like the Live Trace Explorer to intelligently measure the completion of our traceability across the entire digital thread. These intelligent measurements will programmatically summarize the completion of the decomposition of the requirements, the decomposition of the designs, the test coverage, the risk mitigations, as well as the completion of the implementation of our system. Due to the integrations with other tools like product lifecycle management or model-based systems engineering applications, we can start measuring to what extent our component designs have been implemented in parts or our software requirements in software implementations. For example, here we can see that only 2% of our component designs have been implemented in parts or only 2% of our component designs have been analyzed and taken into account in the initial deterministic safety assessment. These intelligent measurements will enable companies to mitigate, rework and reduce their time to market. We will always be able to understand where we have gaps and risks in our system so that we know where to take action.
Tanasescu: In Jama Connect, we use the project tree to visualize and access all of our engineering data in one view. The project tree will also enable us to set up our product breakdown and systems engineering structure. Here, we can see the key subsystem of the reactor and the balance of plant, each subsystem having its respective requirements, designs, and tests, and then one level down, we can visualize the key components of our subsystem. Each component, including requirements, designs, tests, and mechanical software, electronic specific implementations like parts or software user stories. Our out-of-the-box nuclear reactor design framework also contains data models for the automatic calculations and classifications of initiating events and design-based accidents for the categorization of safety and security functions and for the classifications of structure systems and components. The Jama Connect Nuclear Reactor Design framework will also enable the automatic export of initial, preliminary, and final design safety reports and will enable the programmatic creation of security and safety cases.
Our I&C system development framework is reduced to the scope of the development of nuclear reactor subsystems. And in accordance with standards like EEC or EEC61508, the I&C development decomposition starts at the level of the safety design base. The I&C systems development framework also enables codevelopment. Nuclear reactor OEMs, I&C system T1s, and external engineering partners can use Jama Connect as a central source of truth for the entire design and engineering-related collaboration, and they can use Jama Connect’s intelligent engineering management capabilities to measure system completion and identify gaps across the entire engineering data coming from all the partners from our development ecosystem.
We view the adoption of artificial intelligence as essential for reducing time-to-market and increasing efficiency in nuclear development. Jama Connect’s engineering AI enables engineers to highly automate day-to-day and manual tasks like the definitions of tests or the decomposition of requirements. For example, here I have a requirement related to the nuclear fuel and instead of me deriving the test manually, I will use Jama Connect’s engineering AI to derive multiple tests automatically*, and then Jama Connect’s AI will proceed to derive multiple tests that our engineers could choose to take over and relate in traceability with the requirement.
This way, both the test generation and the traceability creation will be highly automated. Thank you very much for your time. If you want to learn more about our nuclear reactor design and IC system development framework, please visit our website. Thank you.
*Test Case Generation available through our add-on product, Jama Connect Advisor™
Jama Connect Best-in-Class API for Creating Interoperability Across Your Development Toolchain for Live Traceability™
Siloed data creates significant roadblocks for businesses. Isolated information across teams and systems obstructs collaboration and slows critical decision-making. Open APIs provide a solution to this problem by enabling interoperability between compliant software.
Jama Connect features a best-in-class REST API for connecting to any other REST-compliant software or system. Our API is the basis of the many prebuilt integrations available from Jama Software & our partners.
What makes Jama Connect API the best- in-class
Accessible: Anyone with a Named Creator license can utilize the REST API – at no additional cost and no charges based on number of API calls.
Performant: Each Jama Connect Cloud instance allows up to 36,000 calls per hour/over 26 million calls per month, significantly more than other large SaaS providers.
Reliable: Industry standard best practices, such as API throttling, maintain system stability for consistent and reliable performance with minimal latency.
Comprehensive: We provide documentation accessible through Swagger UI, code snippet examples, and training from Jama Software’s services team who are experts in using the API.
Streamline Integration Processes: Combine Jama Connect API’s simple, flexible, and easy to use framework with the API cookbook, a step-by-step guide with practical, real-world recipes that address common integration needs, offer clear best practices, and answer frequently asked questions.
Boost Data Handling Efficiency: Manage data seamlessly with advanced features like strict pagination and the ‘include’ parameter. These optimizations
ensure your API calls retrieve only what you need, reducing system strain and enhancing performance during data-intensive operations.
Leverage Strict Security and Authentication: Prioritize security with OAuth authentication for Jama Connect Cloud users or Basic Authentication for self-hosted environments. Jama Connect API ensures the integrity and safety of your data during every integration.
Using the Jama Connect API
There are many ways to benefit from the Jama Connect API. Here are several examples:
Reporting: Automate the retrieval of project data for reporting purposes. By making GET requests to the API’s/projects endpoint, users can fetch detailed information about all projects within their Jama Connect instance. This data can then be integrated into business intelligence tools for real-time tracking of project progress, resource allocation, and key milestones.
Data & Trace Synchronization: Automate the synchronization of requirements and their trace relationships between Jama Connect and other REST-based tools for Live TraceabilityTM. This can be particularly useful for organizations that need to ensure alignment between their requirements management system and their development tracking tools. By leveraging the API, users can create scripts to push updated requirements and their traces from Jama Connect into their development platform or pull issue statuses back into Jama Connect.
Test Results Import: Automate the import of test results into Jama Connect. This ensures precise control, real-time updates, and integration with third-party test tools and related workflows for more efficient and reliable verification of new and changes to requirements.
Whether you’re retrieving actionable insights, integrating data across tools, or optimizing test workflows, Jama Connect API empowers your business with flexibility and performance.
Bridging ALM and MBSE for Modernized Systems Engineering Practices
1: Introduction
In an era marked by rapid advancements in technology, the aerospace and defense industries face increasing complexity in systems engineering. Addressing these challenges requires a paradigm shift towards more integrated and collaborative workflows. This whitepaper explores the essential relationship between Application Lifecycle Management (ALM) and Model-Based Systems Engineering (MBSE), highlighting how bridging these disciplines can modernize systems engineering practices.
2: The Growing Complexity of Systems Engineering
The complexity of systems engineering has grown exponentially in recent years, driven by advancements in technology, globalization, and the increasing interconnectivity of systems. Modern systems often integrate a wide array of specialized components, from hardware to software, all of which must seamlessly function as a whole. This challenge is further compounded by the need for performance optimization, cybersecurity considerations, and adherence to regulatory and safety standards, which vary across industries and regions.
For example, in the aerospace sector, the development of next-generation aircraft requires the integration of advanced avionics, autonomous systems, and material innovations. These aircraft must not only meet stringent performance criteria but also comply with international safety regulations and environmental standards. Similarly, in the defense industry, modern weapon systems rely heavily on interoperability between software-driven subsystems, such as sensors, communication networks, and artificial intelligence algorithms, all of which must operate flawlessly in highly dynamic environments.
To manage this complexity effectively, systems engineers must adopt integrated methodologies that bridge gaps between disciplines and stakeholders. Traditional linear workflows and siloed engineering practices can no longer keep pace with the demands of today’s systems. The introduction of tools and frameworks like MBSE enables teams to visualize and validate system designs in a digital environment, ensuring all components meet specifications before physical prototypes are developed. Combined with ALM, MBSE enhances traceability and communication, fostering collaboration across various teams and ensuring that every aspect of the system remains aligned with the overall mission objectives.
By leveraging integrated approaches and modern engineering tools, organizations can address the escalating challenges of systems complexity, enabling them to deliver innovative solutions while minimizing risk and maintaining efficiency.
The demand for innovative, safe, and efficient systems in aerospace and defense has led to unprecedented levels of complexity. Systems engineering processes need to manage a significant volume of requirements, design models, stakeholder expectations, and compliance standards. Traditional engineering approaches fall short of addressing these demands effectively, creating the need for solutions that promote end-to-end traceability and model-driven development.
Application Lifecycle Management (ALM) is the framework that encompasses the entire lifecycle of a system, from concept and design to implementation, testing, and maintenance. ALM ensures alignment between business needs, development efforts, and operational goals.
3.2 What is MBSE?
Model-Based Systems Engineering (MBSE) represents a paradigm shift by focusing on the use of models as the primary means to design, analyze, and validate system behavior. MBSE emphasizes simulation, system-wide visualization, and clear documentation to foster collaboration and problem-solving.
4. The Value of Integration
Integrating ALM and MBSE enhances engineering by enabling a seamless flow of information and fostering cross-disciplinary collaboration. This integration is fundamental to achieving traceability between requirements, design, and verification, ensuring that projects meet critical objectives efficiently.
4.1 Improved Traceability
By linking tools like Jama Connect with system modeling tools, teams can create a direct trace from system requirements, design decisions, test cases, and compliance reports to the system model analyses, parameters, and behaviors. This level of traceability minimizes risks and helps ensure that the final product aligns with initial specifications.
4.2 Enhanced Collaboration
Bridging ALM and MBSE facilitates better communication among stakeholders by providing shared insights and clear documentation of system behaviors. This reduces misunderstandings and promotes alignment across all project phases.
4.3 Accelerated Development Cycles
Integrated workflows reduce redundancies, streamline handoffs, and eliminate rework, allowing engineering teams to accelerate system development while maintaining high quality and compliance standards.
Jama Connect is a powerful tool that brings cohesiveness to Model-Based Systems Engineering by enabling efficient requirements management, traceability, and collaboration throughout the system lifecycle. By integrating with MBSE processes, Jama Connect provides a centralized platform where teams can define, manage, and validate requirements while ensuring alignment with system models. Through its robust traceability features, Jama Connect ensures that every requirement is linked to design elements, testing artifacts, and verification processes, creating a comprehensive digital thread.
One of the key strengths of Jama Connect is its ability to foster collaboration among diverse stakeholders. The platform offers an intuitive interface for real-time communication, enabling engineers, project managers, and business teams to work together seamlessly, ensuring clarity and reducing the risk of misunderstandings. Additionally, Jama Connect’s alignment with compliance standards streamlines audits and regulatory reviews, essential for industries with rigorous certification requirements.
When linking Jama Connect with system modeling tools, such as SysML modeling solutions, Jama Connect facilitates continuous synchronization between system requirements and system architecture models. This reduces errors, eliminates redundancies, and supports iterative development, helping teams adapt to changes quickly. Ultimately, Jama Connect empowers organizations to align engineering objectives with business goals, ensuring that the end product meets customer needs and system specifications efficiently.
LemonTree.Connect™ for Enterprise Architecture
LemonTree.Connect™ acts as a bridge between ALM and MBSE tools, offering advanced capabilities for merging and synchronizing data to maintain consistency across systems models and requirements.
When used together, Jama Connect and LemonTree.Connect™ create a unified environment for modern engineering practices.
Jama Connect® Features in Five: Jama Connect Advisor™
Learn how you can supercharge your systems development process! In this blog series, we’re pulling back the curtains to give you a look at a few of Jama Connect’s powerful features… in under five minutes.
In this Features in Five video, Katie Huckett, Senior Product Manager at Jama Software, will introduce viewers to Jama Connect Advisor™, Jama Connect’s natural language processing (NLP) tool, designed to improve requirement quality.
In this video, learn how Jama Connect Advisor enhances your product management by:
Reducing authoring errors
Increasing clarity
Optimizing foundational product needs and requirements managed in Jama Connect Cloud
VIDEO TRANSCRIPT
Katie Huckett: Hi. I’m Katie Huckett, Senior Product Manager at Jama Software. In this video, I’ll introduce you to Jama Connect Advisor, an add-on to Jama Connect Cloud that uses engineering-based natural language processing to optimize requirements authoring. It helps you write effective, well-organized requirements with speed and accuracy.
We’ll explore how Jama Connect Advisor can enhance your product development by reducing errors, increasing clarity, and optimizing the foundational requirements managed within Jama Connect Cloud. Jama Connect Advisor is designed to help teams author complex requirements quickly and accurately using AI and engineering-focused natural language processing. It minimizes disruption to engineering workflows while improving quality. How does it work?
Jama Connect Advisor applies the globally recognized INCOSE requirements rules and EARS syntax patterns. Even experienced engineers find it challenging to follow all forty INCOSE rules and six EARS patterns while writing even a single requirement.
That’s where Jama Connect Advisor steps in to streamline the process and enhance productivity. Now I’d like to show you a demonstration of how Jama Connect Advisor enables teams to intelligently improve requirements quality and usability, minimize requirement ambiguity and contradictions, which are the source of seventy to eighty-five percent of rework, and save time authoring, reviewing, analyzing, and updating requirement statements.
Huckett: There are a few different ways that you can use Jama Connect Advisor within the Jama Connect Cloud application.
Let’s start by adding a new requirement. Once you’ve added your requirement into the description field, you’ll notice the highlighted text to analyze the prompt underneath the description field. Once you’re ready, go ahead and select the text that you’d like to analyze and select analyze selection.
Underneath the description field, you’ll see a quick summary of your INCOSE score as well as any errors found, if any. You can move on at this point and save your item, or you can go ahead and view the details if you’d like to make changes at this point. So I can see on the slide over panel, the text that’s been analyzed, what my INCOSE score is, eighty-seven percent, and then the different identifiers that I’ve flagged it for the INCOSE rules. Underneath, you’ll see the EARS errors, if any were found. You’ll also see some information about the EARS notation pattern that your requirement might align with. I’m gonna go ahead and save this item, and I’ll wait to make my changes in a moment.
Now that I’ve saved that, let’s say I want to analyze a whole group of existing requirements. I’m going to go ahead and analyze all items within my set on the side here. So I’ll select all items and you’ll notice the batch analyze button, appears in the top right-hand corner. Once you select that, you’ll be given a summary view of what will be analyzed. So you can see I’ve got seventeen items selected here. All seventeen of those items happen to have a Jama Connect Advisor-enabled field on it, and then we have thirty-four fields per, these items. So it appears we have two Jama Connect Advisor enabled fields, per each item within this group.
Once you select analyze, the slide of our panel will pop up on the right-hand side. You’ll notice your group of requirements. Each item is listed at the top within this drop-down. You can navigate with the drop-down or the directional arrows. And then underneath, we also have a field drop-down. So as I mentioned, we have two fields per item type on this particular example. So I can swap between those as well either using the drop down or the directional arrows to move through.
So now that I’ve come in here and I see the, recommendations, I’d like to go in and edit my item to make some changes. So here, I want to remove some of the items that were flagged. I’m gonna remove this and just update this to say, you know, users can create a login using we don’t wanna use pronouns, per that flag. So I’m gonna change this to using an Apple ID, email.
Huckett: I’m gonna update this to be an actual logical condition with or social media. And then I’m gonna remove the example of LinkedIn because I don’t necessarily need that, and I’ll just update that to end the sentence there. Once I’ve made my changes, I can select the text again in the edit quick edit mode, analyze the selection, and I can see here my INCOSE rule score is now a hundred percent. I still have to deal with my ears errors, but so far so good on INCOSE.
I can view my details again in the slide-over panel and update here. I can also close that back out, and I can return to my batch analysis results by selecting the latest analysis link at the top, and that will take me right back in where I was before I made those changes. Now I can go ahead and save my item and complete those changes going forward. If I want to work through these requirements across multiple sessions or maybe I just wanna have a benchmark of what my score was before I started making my edits, you can then generate a report within the slide-over panel.
That will open up in your reports history page where you can download the report into Excel.
Once you open the report that was generated, we have a few different tabs you can work through in the worksheet. The first one just gives you some general information. What’s the average score of your requirements, the minimum, and maximum score, your total number of valid requirements, and then if you did have any invalid requirements as well. The file analysis reports, tab will give you a complete breakdown of all the requirements that were analyzed, their score, and then any corresponding INCOSE flags that may have popped up within the analysis.
We also have an explanation of each INCOSE flag as long as with their associated description. And then if your, report did happen to include any invalid requirements for any reason, those will be included in their separate sheet as well. Thank you for watching this demonstration of Jama Connect Advisor. If you would like to learn more about how Jamala Connect can optimize your product development process, please visit our website at jamasoftware.com
If you are already a Jama Connect customer and would like more information about Jama Connect Advisor, please contact your Customer Success Manager or Jama Software Consultant.
Building an Efficient and Effective Product Development Process
Managing shifting priorities, complex requirements, and compliance across teams is no easy task. But optimizing your workflows could make the difference between staying competitive and falling behind.
Join Patrick Knowles, Senior Solutions Consultant at Jama Software, for this 45 minute webinar to learn how to build more efficient and effective product development processes — and avoid the preventable setbacks caused by outdated workflows.
What you’ll gain:
Understand how ineffective requirements processes lead to costly delays
Discover strategies to accelerate development with structured, fine-grained data
Learn how dynamic workflows replace outdated, linear processes for greater success
Whether you’re tackling recurring challenges or looking to refine your team’s processes, this session will provide practical solutions backed by industry insights and real-world success.
Patrick Knowles: Hello everyone. My name is Patrick Knowles and I come from a background of systems engineering across the aerospace and defense industry in both defense and commercial space. During my time in industry, I was a Systems Engineer, Lead Systems Engineer, and Systems Engineering Manager, where I’ve been privileged to see multiple different product development processes and life cycles.
Today I want to share my experience in industry and marry that with how Jama Connect can help each of your teams be empowered to effectively improve and develop products. During today’s webinar, I will share the key challenges of developing complex products and how Jama Connect can help alleviate these pain points. This will include how collaboration can mitigate issues, teams face, how compliance to standards and regulations can be simplified, and how to accelerate the final portion of product development, V&V.
What we’re hearing from customers is that they need to move faster, that their products are becoming more complex, and integration of the engineered products as well as within teams is becoming increasingly common. In engineering, we like to go fast. We like to run first and fail early, none of which is inherently bad. However, when teams are unprepared for the inevitable mistake or misstep, things can fall off the rails pretty quickly.
Knowles: Teams that are pushing to keep on schedule, sometimes miss standards, regulations, or even properly validating their product. Many times these things that teams lose track of, they lose track of their documentation that will be critical to the field when they go to field that product. Things get lost in emails, Slack channels, teams chats or worse, on someone’s hard drive that gets left out in the rain, of course, that would be the nightmare scenario.
Moving fast is probably the root of many of these issues, but it can be prevented by teams doing some other things that don’t inherently slow them down. As we progress throughout today’s webinar, my hope and what I’m trying to get across here is that it becomes incredibly clear that we want to enable your teams to run at full speed from the get go here at Jama. The pressure of speed is of course not the only challenge teams face though. The products that we develop nowadays are becoming more and more complex, right? If we think about just the evolution of a calculator, or a cell phone, or a computer over the last 20 years. Everything is getting smaller, tighter, better form, better fit, better function, but that also increases the complexity.
So when all the parts are moving, all the data is spread across a plethora of channels and teams are pushed to develop to the next generation of the greatest gadget. These increased complexities lead to preventable failures becoming unfortunately more routine, but we are going to discuss some of the ways to treat that as we go forward here.
Creating a thread of data that can be traced from the top to bottom is one of those ways in which Jama Connect can support a team facing these issues. In fact, starting simple in Jama Connect can help a team develop their complex products more efficiently. But as you will see later in this presentation, start simple does not mean you must maintain that simple starting point. In fact, we actually really want to talk about how you evolve and optimize as you go forward. That’s really the main theme that you’re going to see throughout this presentation.
Knowles: Finally, integration between teams and products is becoming more and more challenging, particularly in the end stages of development. Teams are typically fantastic at creating things and talking together while they’re creating them, but when it comes to properly confirming that they created the right thing in the right way, we see a lot of unforced errors, to use a sports term, that typically is due to a lack of centralized stream of consciousness. Where all the thoughts, all the design energy goes into the same centralized location. This, of course does not to be the case, and in fact, we’ll spend a good portion of today’s session discussing collaboration and efficient centralization of information.
So how do we improve development processes, especially when we’re talking about collaboration? I want to dig into that topic here to help illuminate how to engage with some of the best practices in Jama Connect, as well as why these approaches are suggested.
One of the worst things in the digital age is trying to find something. You want to find that document, you can’t, but I actually believe that the next worst thing, or maybe even worse, is when you find the information and you simply can’t understand its intention, why it was written the way it was, and you’re trying to decipher why the decision was the way that it is, why the requirement exists or generally why something really came to be in the way that it is today. So let’s pretend you’re a bright-eyed and bushy-tailed new engineer developing something like a next-generation munition for cutting-edge, new fighter jet.
The team you are on has been tasked with taking a legacy design, 25 years of work, and revamping it for the modern age, using more sophisticated components and integrating whatever else it might be there. You show up day one of this effort and begin to realize all the legacy design was completed 25 plus years ago. There are a few Holy Grail documents that really guided the design, but much of the system was developed before teams that adopted data-centric tools like Jama Connect. So you sift through mountains of paperwork to determine why the system was designed the way it was, and that’s not inherently all that easy to do. It’s time staking, it is difficult to get the right information out.
Now imagine 25 years in the future still you, still same person. You are now leading the charge of another new development, same scenario, new fighter jet, new munition, but now it’s another new fighter jet, another new munition. This time you sit down on day one and you log into Jama Connect filled with itemized requirements, regulations, interfaces, and other information that has comments and commentary like you see here on the right side of the screen from engineers who develop stuff and you see the call and the response between them and their teammates. You can filter on all this information. You can search for key topics. You can start from either one single item or sort through all of the information and commentary in the database.
In this example, I think it’s easy to see the difference first hand of how centralizing communication can support long-term wins.
Jama Connect® Continues to Dominate as the #1 Leader in Requirements Management Software
We’re proud to share that Jama Connect has once again proven its excellence, securing the #1 spot in G2’s Summer 2025 Grid® Report for Requirements Management Software! This marks the sixth consecutive quarter that we’ve been named the overall leader, solidifying our position as the go-to solution for teams managing complex product and software development lifecycles.
This recognition, driven by the feedback and trust of our users, continues to place Jama Connect ahead of competitors like Polarion, IBM® DOORS®, and Codebeamer. It’s a testament to our commitment to innovation and customer satisfaction.
G2’s Grid Reports rank software solutions based on real user reviews, data from online sources, and analysis via G2’s proprietary algorithm. With this rigorous evaluation, the Summer 2025 report highlights the industry’s top performers, and Jama Connect leads the pack yet again.
For this quarter, Jama Connect achieved a customer satisfaction score of 97, accompanied by over 150 unique reviews praising our ease of use, unmatched collaboration features, and ability to streamline traceability across projects.
This quarter, Jama Connect didn’t just hold onto its top spot — we earned recognition across a wide array of categories. Here’s a breakdown of the accolades we garnered in the G2 Summer 2025 report:
Overall Leader
Momentum Leader
Small-Business Leader
Mid-Market Leader
Enterprise Leader
EMEA Leader
Europe Leader
These achievements underscore the versatility and scalability of Jama Connect, making it an ideal choice for teams of any size, across multiple industries and regions.
What Our Users Are Saying
We owe this success to the valuable insights shared by our customers, whose feedback drives us forward. Here are just a few highlights from recent G2 reviews:
“Jama Connect is extremely intuitive. Team members are able to use it immediately without any prior training. We do have a training program that is recommended for the entire team but that serves to show everyone how to take the best out of the tool.” – Alexandre, Systems Engineer, Mid-Market
This recognition bolsters our mission to help organizations transition from outdated document-based processes to a modern requirements management platform. With Jama Connect, teams can achieve:
Enhanced clarity and accountability through real-time collaboration
Seamless traceability to manage requirements, risks, and test cases
Compliance with industry-specific regulations and standards
Our continued focus on innovation ensures that we meet the evolving needs of organizations navigating increasing product complexity and regulatory demand.
A Heartfelt Thank You
This milestone is not just our achievement but a shared success with our users. Your trust and feedback inspire us to deliver outstanding solutions that simplify your workflows and enhance your product lifecycle management.
Thank you for being part of this incredible journey. Rest assured, we’re committed to pushing the boundaries of what’s possible with requirements management.
The semiconductor industry is evolving rapidly, with growing challenges in managing System-on-Chip (SoC) complexity and expanding Intellectual Property (IP) portfolios. How can your team stay ahead while maintaining efficiency and collaboration?
In this webinar, Steve Rush, Principal Solutions Consultant at Jama Software, discussed how Electronic Design Automation (EDA) organizations can adopt a more integrated and controlled approach to IP and SoC management using Jama Connect®.
This webinar provides key insights and practical guidance, including how to:
Overcome critical challenges in scaling SoC design and managing growing IP portfolios
Implement more integrated and efficient workflows using Jama Connect
Achieve measurable improvements in collaboration, scalability, and development outcomes
Steve Rush: It’s a pleasure to be here today to talk to you about this subject. I’ve worked with many customers and prospects across many different verticals, and semiconductor is certainly a vertical that has its own unique set of challenges. This subject is kind of near and dear to a lot of the conversations that I’ve been having, so I really hope that you find this insightful.
In this webinar, we’ll address some of the challenges that many semiconductor design companies are facing when kicking off SoC projects, leveraging the IP that they’ve already developed. Hopefully the audience out there finds this timely and relevant. We’ll level set a bit on the challenge itself, and then discuss three strategies for scaling SoC projects, along with product administrations to support each strategy, and then we’ll wrap up with some Q&A.
First, let’s start with some definitions: IPs and SoCs, what are they? What do we mean? IP cores, sometimes called IP blocks or foundational elements for systems on chip design. They’re really modular building blocks that are designed and purpose-built, and can be compiled to develop an SoC. An SoC, the system-on-chip, is an integrated circuit that comprises all of the system components onto one piece of silicon, which is made up of different IPs.
Our SoC here contains a processor core, a memory IP network on chip, and then multiple IPs themselves, which in and of themselves might be considered projects. When we zoom in to a particular IP, you can see the multiple components of that IP: the microcontroller that acts as the brain of the IP, designed to perform specific tasks and hold processing instructions. The ROM and SRAM, read-only memory and static access memory, are the internal communication fabric, the on-chip network, controlling multiple components, interrupts, controlling electrical current flow, the IO interface, and the input-output interface, which allows IP to communicate to the outside world.
You might be managing this information in a Jama Connect project for an IP core, multiple projects for multiple IP cores, or even multiple versions of those IP cores, depending on your version management strategy. Now that we’ve level-set a bit, let’s move on to some relatable challenges that you might have found yourself in. As semiconductor companies scale, individual IP projects need to be combined onto a single piece of silicon, these SoCs. As we saw in the last slide, different IPs may need to be combined to compile and build that SoC.
Organizing and tracking which IP, and importantly which versions of those IPs, which might be scattered across multiple repositories following different processes, can be daunting. You can imagine if you’re not using a system like Jama Connect, that might require a lot of manual effort, a lot of copy and paste, a lot of data reentry, and that can feel chaotic. For folks out there that are not using Jama Connect or just don’t have a well-defined process in Jama Connect, you might be relying on a lot of institutional knowledge when the time comes to compile these different IPs to build your SoC.
Rush: Maybe your lead engineer knows which versions of the IPs you need to use, or what third-party software licenses you need to monitor and update, but it’s just not well-documented. You don’t really have a system in place to manage all of this. If someone walks out the door, a lot of that knowledge walks out the door as well. Of course, you do what you can to capture that knowledge, and do a knowledge transfer, but it’s still just a very fragile system that you’re relying on.
Maybe you do have some semblance of a system, but it lacks consistency and unification. The IP core requirements are maintained in different systems, maybe different requirement management repositories. Maybe they’re just documented on Wikis, like Confluence, which comes to mind, but there’s no unifying data model. Without that, this creates traceability risk when you recompile everything to build your SoC project. How can you be sure that you’re completely covered and you have no traceability gaps?
Now, I’m not advocating that everyone has to follow the exact same process down to the T. Some level of autonomy might be necessary for different teams managing different SoC projects, and that is necessary, but there should be some unifying model and some unifying process that teams can follow to address these different gaps and risks. Here’s a slide that might resonate with you all. The current challenges you might be facing, the impact of those challenges, the goals, and business outcomes are all sort of documented here.
This represents a cross-section of a lot of customers and prospects that I’ve been talking to in the semiconductor design industry. The strategies that I’ll discuss and impart today speak to both of those personas: a prospect that’s not using Jama Connect or an existing Jama Connect, that just needs to scale up and optimize their use of Jama. Let’s look and talk about some of these challenges. Customers need to scale SoC management on Jama Connect.
Scale, that can be a vague and overused term, but what I think about when I hear this is that customers are really looking for control, a plan, and a tool with the right functionality to help them manage this complexity. Versions of IPs are scattered across multiple projects or systems. A couple things come into mind right away here: that immediate clarity when it comes to either applying a change, or resolving a defect, or figuring out what third-party software is being used for which project or product, it just is impossible.
Rush: Future projects are coming down the pike, requiring reusing out-of-context IPs for in-context SoC projects, possibly needing to maintain both the out-of-context IPs and then the new in-context IPs, which make up the SoC. Again, a plan, a process, and a tool are needed to support this. Let’s discuss some of the impacts of these challenges. Disorganization, because you need to manage content across projects or potentially across systems, there can be just a lot of lost time, a lot of lost hours in terms of re-documenting things, and just generally a lot of confusion.
There can be traceability risks, especially if the data that you’re managing does not have a unified data model, or that data is just not integrated across systems. How can you be sure there are no traceability gaps? Future projects just take longer to spin up, because there’s a lot of rework. Yes, you can save that content as and work from there, but syncing those changes across the different copies that you’re making at scale just really isn’t possible without a tool like Jama Connect.
Let’s talk about some of the goals that we hope to achieve by adopting some of the strategies that I’ll outline. We want to scale SoC management, and again, what I think this means is developing a plan, using a tool that can support these use cases, and implementing a controlled yet flexible process. Leveraging libraries and variants to compile your IPs for reuse. This will be one of the strategies that we’ll discuss later on.
Immediate version clarity, both for software licensing and defective change management, and applying those changes across different projects in a scalable way, which leads us to the outcomes. What we hope to achieve by adopting some of these strategies we’ll streamline SoC projects coming down the pike by using and leveraging existing IP in a controlled and organized method. This will give us high-quality source control, using a library approach in Jama Connect, so that defects and changes can be applied to working projects at scale and easily.
Maintaining licensing becomes clearer in this library-managed system, and the path to regulatory compliance can even be eased, as with all the processes we’ve adopted, traceability risks can be mitigated and reduced. A look into live traceability is possible, and we’ll unpack that a little bit later in the webinar today. You can increase time to value, manage change, and increase product confidence with all of these strategies.
Ultra Maritime UK Enlists Jama Connect for Naval Systems Requirements Management
UK operation chooses Jama Connect for its ease-of-use and administration.
About Ultra Maritime UK
Founded in 1944 and acquired in 2021 by Advent International
Over 2,300 employees across fifteen locations worldwide
Premier provider of undersea warfare systems, products, and solutions to US, UK, Canada, Australia, and allied navies worldwide.
CUSTOMER STORY OVERVIEW
This customer story is about Ultra Maritime UK, a division of Ultra Maritime, which develops equipment for surface, subsurface, and unmanned platforms, including acoustic and sonar systems and torpedo defense and radar sensor solutions. Customers include the Royal Navy of the UK, the U.S. Navy, the Royal Canadian Navy, the Royal Australian Navy, and the Indian Navy.
Since the Ultra Group’s acquisition by U.S. private equity firm Advent International in 2021, Ultra Maritime has operated as an integrated company with lines of business headquartered in the USA, UK, Canada, and Australia, responsible for developing both worldwide and localized solutions.
Ultra Maritime UK’s products and solutions must adhere to the highest quality, security, and safety standard,s including ISO 9001-2015, ISO 14001:2015, ISO/IEC 27001:2013, and ISO 45001:2018. In addition, the products must satisfy customer requirements and regional naval standards, including U.S. DoD/MIL-STD and UK MOD DStan.
Challenges
Enabling collaborative remote working on requirements
Managing both project and product requirements effectively
Becoming more product-focused to balance global and local requirements
Evaluation Criteria
Intuitive user interface for quick adoption
Low administrative overhead
Support for reuse of requirements and test evidence
Outcomes
Consistency across projects
Business mandatory requirements tool for all new projects
Quick user adoption with minimal training
Easy tracking of progress with dashboards and standardization
Reduced risk with pre-built standardized project structures
Easy management of large numbers of objects and changes
Easy initiation and completion of reviews to action items sooner in development
After years of managing project requirements with IBM® DOORS® Classic, these challenges drove Ultra Maritime UK to find a user-friendly collaborative tool that would enable them to increase their requirements management effectiveness and deliver projects faster.
Enabling collaborative remote working on requirements
Managing both project and product requirements effectively
Becoming more product-focused to balance global and local requirements
EVALUATION CRITERIA
Ultra Maritime UK identified several requirements management tools as potential replacements for DOORS Classic, including Jama Connect, which a member of the engineering team suggested. They then established criteria to be used for the evaluation.
Intuitive user interface for quick adoption
Low administrative overhead
Integrable with development and test software tools
Support for reuse of requirements and test evidence
First, a top priority was for the new solution to have a modern, intuitive user experience for teams to get up and running quickly with their new projects. They needed software that people would want to work in. Otherwise, people might opt out of using the tool and work in disparate documents, which would introduce risk, impede productivity, and hamper efficiency. Second, it would need to have low administrative overhead that did not require team members to become full-time administrators. Third, it would need to be integrable with development and test software tools from different vendors. Fourth, it would need to support the reuse of requirements and test evidence from past development programs when starting new products or projects.
During the evaluation process, Jama Connect stood out from the competition as the solution that would best meet the company’s needs. “Looking at all the features, the user’s ease of use, and the low level of administrative time required, Jama Connect came out on top compared to the other tools reviewed,” says the Senior Systems Engineer.
In its search for a modern solution that would be quickly adopted, Ultra Maritime UK found that Jama Connect’s intuitive user experience made adoption extremely easy for engineers to get started managing requirements and test evidence more efficiently and intelligently. Tracking and finding information quickly and easily was achievable with Jama Connect’s powerful filtering and the ability to add hyperlinks to any architectural elements, requirements, test items or other objects. In addition, the ability to create a Definitions database and Glossary in Jama Connect was particularly useful for getting everyone informed and up-to-speed about projects. “Jama Connect has a highly intuitive user interface and allows for engineers to quickly and easily become accustomed to using it,” says the Senior Systems Engineer.
Having a simple and quick way for systems engineers to initiate reviews and for stakeholders to complete their reviews in a timely manner was a key area where Jama Connect’s Review Center led the way. The fact that reviewers were not required to be licensed as full-time users made Jama Connect more attractive. “Jama Connect certainly makes it much easier to initiate and manage reviews and be aware of progress through them,” says the System Design Authority and Functional Lead.
“Jama Connect proved to be extremely useful for making sure that we’ve got complete coverage and traceability of a given set of artifacts to see which ones have or haven’t reached the approved step. This helps ensure we haven’t missed any anomalies such as system requirements missing verification cases to avoid rework,” says the System Design Authority and Functional Lead.
Support for multiple IDs for the same object in Jama Connect made it easy to identify opportunities for reuse of older product requirements and test evidence for new products to efficiently manage shared elements of core and variant products. “The ability to identify, distinguish, and reuse global requirements across products and projects to reduce development time and cost is a strength of Jama Connect,” says the System Design Authority and Functional Lead.
In addition to product capabilities, team expertise, and training resources provided during the evaluation demonstrated that Jama Software would be a good fit as a partner for Ultra Maritime UK. “We were impressed by Jama Software’s responsiveness to our questions and the online training, forums, and support available to our team,” says the System Design Authority and Functional Lead.
Simplify Airborne Systems Lifecycle Milestones with Categories
Gain Clarity, Reduce Risks, and Stay Compliant.
Struggling to keep track of deliverables across complex aerospace projects? You’re not alone. Managing deadlines and milestones often feels like navigating a maze of documents, spreadsheets, and shifting priorities.
In this webinar, you’ll discover how Jama Connect®’s Categories feature can bring order to your milestones, improve transparency, and align deliverables with key compliance standards like ARP4754.
What You’ll Learn:
How to Enable Categories: Simplify system development milestone tracking from start to finish.
Clarity on Deadlines: Learn how to make engineering deadlines easier to understand and act on.
Improving On-Time Performance: Organize milestone deliverables and optimize workflows to avoid delays.
Compliance Alignment: Map development milestones to standards such as ARP4754 with ease.
VIDEO TRANSCRIPT
Patrick Knowles: I’m Patrick Knowles. It’s great to meet all of you. Today, we are going to be looking at simplifying airborne systems, specifically lifecycle milestones, by using Categories in Jama Connect. As I mentioned, my name is Patrick Knowles. I’m a senior solutions consultant here. And it’s just a pleasure to work with y’all. I’m in our aerospace and defense vertical, so my expertise comes from that within the industry. And now I’m happy to be sharing that with you all as I work through consulting, as well as webinars. Today’s agenda, we’re going to tackle really the core problem, the complex challenge of milestone deliveries. From there, I’m going to introduce this category’s functionality and features to all of you. If it’s something you’re familiar with, this will be a breeze. If it’s something new to you, I hope this is a great introduction to how it works.
Then we’ll talk about how you categorize information specifically with some best practices. So, for even those who are used to using Categories, this should be a refreshing little bit with maybe some new tricks that you can utilize. And then finally, we’re going to talk about deploying this to your collaborative teams, which is really critical. Because if the data’s Categorized on day one and then the data changes or new data comes in, your teams are going to need to know how to manage this, how to look at the information. And it’s going to help solve that complex challenge of milestone delivery and some of the issues that we’re going to talk about there.
So, this complex challenge, deadlines, and stress. There’s data everywhere. It’s disconnected, it’s disparate, it’s annoying. That’s the core root problem here. But to elaborate on it, engineering in the digital age can feel like a maze. There’s sometimes a lack of top-down visibility to deliverables. So, if you’re a program manager or a lead systems engineer or a chief engineer, you might struggle to see all the work that your teams are doing. And sometimes there’s a lack of bottom-up visibility to the milestone. So, if you’re an engineer, you might not know about what milestone comes next, what’s due at that milestone. A lot of the time, that information is on a Word document or an Excel sheet, or maybe a Confluence page at best, where it’s listing out everything that’s due, but it doesn’t inherently connect to anything that is due and what those exact bits of information on.
And that leads to some unclear methods for contributing. How do I, as an engineer, ensure that we’re going to meet this deadline? I know what I see on my scrum board or I see from my manager, or whatever it might be, but maybe at the end of the day I don’t really understand exactly how my little bit of data is getting into that greater picture for this delivery to our customer or to our internal stakeholders. And then, of course, the common issue is always that data is disconnected, but that’s what Jama Connect is here to help with. We’re here to help you guide through that maze and to connect your data together to solve these key issues.
So, the risky scenario here is that your data is disconnected from a milestone, and that maybe you forget to deliver a certain part of the data, or you deliver outdated bits of data, or anything else that might happen there. And it’s pretty common across engineering. It doesn’t really matter where you work, there’s always this struggle to get everything ready from pencils down to delivery or whatever it might be. There are bigger views related to all of this work. There are stakeholders, customers, and, of course, the program leaders who need to see this information. And they need to see the most up-to-date, correct information. And without a clear way to connect your requirements specifically, because that’s what we’re going to mostly talk about here, is requirements. But without a really clear way to connect your requirements to your milestones or the rest of your data to milestones, you run the risk of simply leaving things behind.
Knowles: So, how can Jama Connect help? Well, the specific use case we’re going to talk about today is enabling our Categories functionality in the tool. And we’re going to line it up with milestones from regulatory documents. Specifically, this example is going to be based on ARP4754B. However, if you are running the NASA systems engineering life cycle and you know the milestones in there, you could also line this up to that or any other number of product lifecycle milestones. We’re going to categorize data directly into things. And that’s going to help you really line it up to each of these listed items over there in the screenshot on the right. And then your members of the team are going to be able to filter, and view this data, and see it grow and add to it. And it’s going to be very transparent for them, how they’re connecting their information to the greater milestone.
With our foundation laid, there on what the problem is, I want to talk more about what Categories are. So, what exactly is a Category? Why do we believe this is a great option for you and the team to try and enable within your tool? Specifically, Categories have a similar feel to some other features within Jama Connect, like tags and pick lists. However, Categories win out overall with this specific use case for a number of reasons. First and foremost, Categories are admin-enabled and controlled, so your general user can’t populate a Category. They can assign information to a Category, but they can’t create new ones. Which means that, unlike tags, this is a kind of configuration managed by your admins. Pick lists are also configuration managed by your admins. However, they aren’t globally accessible to all item types. You’re going to have to create a field for every single pick list that you want assigned different item types.
Categories, however, can be globally applied to an entire project or to the whole instance of Jama Connect. That means that you don’t have to go and assign them to each of your item types. They’re going to connect to folders. They’re going to connect to texts. They’re going to connect with your specific requirement types, whatever it might be. And so, that’s an advantage that Categories have. Also, Categories can be available across multiple projects or just one specific project, which helps if you have a kind of multi-layered approach to your Jama Connect development of requirements. Finally, I’ll explain why not to use tags and pick lists. Tags, again, are creatable and by the user, and prone to error. If you type a capital letter in the wrong spot or put the wrong vowel in the wrong place, that’s going to be there in perpetuity, unless you have really strong tag cleanup processes.
And pick lists and multi-selects, you have to create it for each item type. You have to maintain the pick list. And then if an item type is introduced to a project, you’re going to have to re-add that pick list to it, and so on and so forth. So Categories is a little broader, but also just as controlled. And so, you’re able to kind of manage in a smoother way. So, how do you set up Categories? Well, you go to admin, Categories. And then over there on the far right of the screenshot, you’ll see enable Categories is turned on. It’s defaulted off for most instances, so make sure you turn it on first. From there, we’re going to set up all the Categories you see in front of you on the screenshot, as well as any number of other Category you may want to enable.
Knowles: Now, once you’ve got everything enabled, it’s all about how do you Categorize the information. So, we’re going to walk through some instructions, some best practices, and then we’ll do some demonstration, of course, here at the end of this section of the slides on how you do all this work. The first thing, like we mentioned, is enabling Categories. You do that through the admin. You assign things to either projects or global within your Jama Connect instance, and then you start utilizing them. One of our best practices here is to manage Categories through logical organizers, so folders, sets, components. That allows you to then click into the list view of that logical organizer and then assign all the Categories to the items within it. You don’t have to do this. This is just one of the more efficient ways, especially if you’re enabling an architecture-forward approach within your database. And of course, you can manage Categories in bulk, otherwise this whole explanation wouldn’t make much sense.
So, some of the tips, tricks, and best practices. Here, we’ve got the managing in bulk. And I’ll show you how to do that live. We’ll view categorized information in the exploratory via a filter, and so we’ve got to set up filters. Of course, those same filters can be exported or sent to reports, and then you can use multiple Categories on the same item. So, if one item is going to be delivered at the first milestone and you want to continue to deliver it at the next milestone, you simply add both Categories to it. And finally, you can always create baselines of everything filtered. So, these filters that we’re going to use to shrink down and narrow down the exploratory are also going to be very, very useful for baselining, for exporting, and for a number of other things.
So, now it’s time to demonstrate some of these best practices. The first things first is enabling Categories. As we discussed earlier, there’s this enable Categories button here on the far right. Once enabled, you’ll be able to add Categories with the add button here. Doing that is as simple as populating a single field with the information and hitting add. I, of course, have the whole system ddevelopment phase added already, and so I want to show you exactly what that looks like, how these things got nested underneath each other, and so on and so forth, by adding an eighth step. So, for today, the webinar phase is what we’re going to add to our development phases here. When we add, it’s going to actually add it at the top level. And so, then we need to drag it down into the system development phase.
We are going to use the move functionality here, as that’s the best practice in this scenario, where the copy Category functionality is better for using this for variant management. Now you can see that the webinar phase has been added to the system development phases. And you can also see that the system development phase is a project Category. This was done by managing access here on the right side, where you can pick the specific projects you’d like this Category to be assigned to. Or if this is something you want globally accessible, you can use the globally accessible button here. When you hit that, you’ll see that it turns orange and has a globe, instead of the project specific icon that you saw originally.
Now let’s look at how we categorize information within the tool. Our screenshots were showing this functions portion of this project, and so we’re going to dive into that to continue the continuity of this example. This specific set here, we’ll view the details of it, and we’ll simply scroll down and manage Categories. So, if we wanted to add that eight system development phase, webinar phase, we’ll simply select it, and click add and it will be added to this set of information. From there, we can bulk edit everything underneath the set by selecting all the items and clicking manage Categories. Same pop-up shows up, and we’re able to add that eighth phase of the lifecycle.
Now, this is really, really fantastic. If we want to go see everything in the eighth phase of the lifecycle, we can select the Categories feature over here. We can expand our system development phase and select webinar phase, where we see the items that were added there, including the set up here, and are able to kind of view this information in the list view. Now, if we wanted to see this in the explorer, we would go to filters and we’re just going to rely on this pre-built one here. And we’re going to right click apply filter to explorer. This is going to show us the information in a more succinct way. And we’ll talk more about this as we go on.
Knowles: Now that we’ve looked at how to enable Categories, we want to talk about how we develop this and deploy this data and these Categories for your collaborative team. I talked a little bit about this and showed you these exact steps here to narrow down your explorer tree, but what really is the benefit here? Well, you can set up a simple filter that’s based on the Category itself and right-click apply that filter to the explorer. This lets teams see just the information they need to care about coming up, especially if your sets, components, and folders are all categorized. This will show a team that, hey, we need to make sure all of the aircraft functions are populated for this coming milestone, because that set is there. Same with the aircraft validations, the requirements, and the plans and assessments.
Each of those logical organizers are categorized, showing the team this is something that is due at the upcoming milestone. The team then will populate information underneath that and they will categorize those items as well to bring them into the overall filter. Now, public filters are just kind of one of the ways we want to see this deployed to the team. We also need to demonstrate to the team how do you bookmark the filters, and how do you even manage Categories in general? So, in the next step here, I’m going to demonstrate managing Categories for single items, as well as a couple other little nuances within the tool that the teams will need to understand as they go ahead and use this in the deployed environment.
When deploying this information to the teams, it’s really critical that you’ve set your filters to be public. A quick way to note if something is public is if it’s got the asterisk next to the name here. You can always right-click and edit your filter and click the make public, and that will denote that it is public to all users using this project. Once your filters are all built out, you’re going to have them there. You’re going to teach your users exactly how to use them, of course, with the apply filter to explore. But also, if they need to send these for a review and get signatures on them or add a baseline, there’s also these features available to them.
And of course, bookmarking is really, really critical. Without it bookmarked, you can see I’m now missing phase one, so I have to go to all, and then go find phase one, and add it to my bookmarks and it’ll now show up in my bookmarked section here. Users most of the time are going to be adding new items to the tool. And so, if we add a new item here, we’re going to populate this new item, a new item for webinar. And that’s going to be our example item here to show that once we’ve saved it, this is when we get to add the Categories. It’s not a field that’s available directly when editing a brand new item. It shows up after the fact here down at the bottom with the managed Categories button.
You’ll then grab the applicable Categories that you want to add to this item, save it, and you’ll see them here. This helps, and it automatically adds things to the filter. You’ll see here that we’ve gone up in the number of items, and our new item for the webinar right here is now part of the filter automatically. Additionally, you can show your users that they can come directly here in the category section to see the same information, just without the filter and without some of those right-click functionalities that you get to see when you’re in the filter section. It’s been fantastic to work with you all today and show off these features in the tool.
![[Webinar Recap] Managing System-on-Chip (SoC) Complexity: Strategies for Scalable Design](https://www.jamasoftware.com/media/2025/07/Managing-System-on-Chip-Complexity.png "[Webinar Recap] Managing System-on-Chip (SoC) Complexity: Strategies for Scalable Design")
