Company Overview
The company is a leading European securities and banking platform. It specialises in B2B services such as market making for over 800,000 financial instruments, brokerage, and custody services for neobrokers and fintechs. Further core competencies lie in bond issuance, capital markets and crypto custody.
Starting Situation
The bank wanted to standardise and digitalise its portfolio management across different project types. The existing process – from application through approval to project delivery – lacked a central overview. Large-scale and line projects were handled differently, which made steering more difficult. In addition, the new solution needed to connect seamlessly with the existing on-premise Jira instance to avoid duplicate data entry.
Solution
We built a comprehensive portfolio management solution based on monday.com Work Management that covers the entire project lifecycle. The solution includes several modules: project requests with approval workflows, staff allocation, resource planning, and an integrated risk register with specific templates for different project types.
The project's key highlight
The biggest challenge was connecting to the bank's existing Jira system, which is not directly accessible over the internet for security reasons. Using Make and the Make On-Prem Agent, we built an automatic synchronisation: new projects from monday.com are automatically created in Jira or linked to existing Jira projects – without any internet access to internal systems. Manual duplicate data entry is now completely eliminated.
We also developed a dedicated resource planning system for teams that need to plan their capacities in detail.
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