reference project
KMU

Integrated project management and CRM solution with monday.com and Jira

By seamlessly integrating monday.com with Jira, M4Com System gains full transparency into customer requests, project progress, and resource planning.

Tools
monday.com CRM, monday.com WM
Industry
Service
Use Case
Workflow and process optimisation, monday.com consultancy, Jira integration
m4com System GmbH Blinno Referenz

M4Com System GmbH is a German software company that supports public authorities, institutions and businesses with state-of-the-art technology and smart solutions. The company specialises in extracting, analysing and interpreting meaningful information from raw data. Through their expertise, they provide a better basis for decision-making and offer greater confidence that the right course of action is being taken, even in times of crisis.

Initial situation

The company faced the challenge of integrating its existing Jira installation for software development with an efficient customer enquiry and project management system. The management team needed a centralised overview of all customer enquiries, ongoing projects and the hours worked by developers, without disrupting the tried-and-tested development processes in Jira.

Solution

We implemented a comprehensive monday.com solution that combines customer enquiry management (monday CRM) with project management (monday Work Management). The main challenge was to integrate the existing development tool, Jira, seamlessly.

Using the Make automation software, we developed a smart integration between Jira and monday.com. When developers work on tasks in Jira and change their status (e.g. from ‘In progress’ to ‘Completed’), the system automatically records how long they have spent working on each task. These time entries are automatically transferred to monday.com and sorted by team member and project milestone.

Automated checklists have been set up in the CRM system to structure each step in the enquiry process and ensure transparency. As soon as an enquiry becomes a project, it is automatically transferred to the project phase, where resource planning and the project overview are managed centrally.

The company now has an end-to-end system that links all processes together and provides senior management with complete transparency regarding all ongoing projects and resources at all times.

Success

Customer benefits

Efficient enquiry management

Automated checklists ensure complete transparency regarding the status of every customer enquiry and speed up processing.

Seamless integration of senior management and development

The Jira-monday.com synchronisation brings the best of both worlds together without disrupting established development processes.

Automated time recording

Working hours from Jira are automatically recorded and categorised, and form the direct basis for resource management.

Centralised resource planning

Senior management is provided with a consolidated overview of all projects, resources and capacity utilisation in a single tool.

Our Solutions

Projektbilder

Programs used

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