# Maximize Your Efficiency by Digitizing and Automating Your Business Processes with Jira

> Digitize and automate business processes with Jira: boost efficiency, minimize errors, cut costs. With a downloadable case study.

Source: https://www.xalt.de/en/business-process-digitization/

Increase efficiency, minimize errors, cut costs – use the power of Jira for your process optimization.

[Digitize Your Processes Now](https://www.xalt.de/en/contact/)

European Energy Exchange, Fictiv, Otto, estos, FATH, B/S/H, BBV, Deutscher Alpenverein, DNB, AKDB, Weltbild, KVB, Lowell, NASA, Pepper.com, pliant, plixxent, Disney

## Why Digitize and Automate Processes?

Modern ways of working and global orientation demand fast and efficient processes. Compliance requirements can make digital transformation challenging, but digital processes boost performance and minimize errors.

### Increased Efficiency

By automating recurring tasks, employees can focus their time on value-adding activities.

### Error Reduction

Automated processes minimize errors and ensure consistent, reliable results, improving the quality of work.

### Cost Savings

Automation reduces the need for manual intervention, lowering personnel and operating costs.

### Transparency

Digitized processes provide better oversight and traceability of workflows, making collaboration easier.

## Impact on the Value Chain Along the Customer Journey

Digital and automated business processes have a direct impact on your company's entire value chain and influence customer experience across the whole customer journey. Digital processes enable your company and increase the performance of individual departments.

### Time Savings, Security and Fewer Errors

Did you know that employees spend up to **65%** of their time on manual processes? By automating these processes, you can **reduce this time spent by 30%** and minimize the likelihood of errors.

## How a Leading Financial Services Company Digitized and Automated Its Sales Process with Jira.

- [Download Now](https://cdn.sanity.io/files/c475o02b/production/06d1e680e271ce816a945e61606013a7222856d2.pdf?dl=XALT_case-study_process-digitization-with-Jira.pdf) — Case study: how a leading financial services company digitized and automated its sales process with Jira. (803 KB)

## Process Automation for a Performance Boost

Alongside digitization, there is also the option to automate processes. By mapping analog processes into workflow or project management tools like Jira, you can create actions that automatically carry out recurring steps or tasks, without a user having to deal with them.

- Time savings through automation of repetitive tasks
- Employees can focus on important tasks
- Automatic notification of users on status change (e.g. In Todo → In Progress → In Review → Done) or when processing time limits are exceeded

## Digital Business Processes with Cloud-Based Workflow Management

Workflows form the core of many activities in a company and give your employees a framework for how a process runs.

With workflow management tools like Jira and Confluence, analog business processes are digitized and automated. Manual and recurring tasks become a thing of the past.

Using cloud-based tools also makes location- and time-independent work possible.

## Efficient Data and File Management with Digital Workflows

Countless pieces of data, files and other information that are part of your processes get stored every day. They are usually stored in generic, analog filing systems, often with no direct link to the workflow.

With project management tools like **Jira** and documentation tools like **Confluence**, this **information is linked directly to a ticket** and thus to a workflow, and made available to all stakeholders involved in the cloud. That way, every team member always knows which tickets or projects belong to which content.

→ To find out how to effectively provide and use know-how in your company, check out our [webinar](https://www.xalt.de/blog/knowledge-management-with-confluence/).

## IT Security and System Availability as Critical Factors in Business Process Digitization

There are often doubts about whether using digital and cloud technologies can keep sensitive company data secure. Furthermore, the availability, or uptime, of systems is crucial for business success.

- Identity and access management for more control over system access
- End-to-end encryption for more security when transferring company data
- GDPR compliance: personal data is safer than ever
- Storage of your company data on servers in Germany
- System availability of up to 99.95 %

> Digital transformation is making its way into a wide range of business areas, and digitizing business processes isn't a question of necessity, but of whether my company can survive on the market long-term without transformation and remain competitive.

## Success Stories from Business Process Digitization with Jira

## [Purchase Order Automation and Digitalization for Our Client in the Financial Sector](https://www.xalt.de/en/case/process-digitalisation-with-jira/)

Every order traveled on paper through internal mail, department by department – taking so long that quotes lost their validity along the way. Then came Covid and remote work. Today the order process runs in Jira, with digital signatures and automatic approvals: half as long as before.

*Financial services*

## [Business Intelligence with Confluence](https://www.xalt.de/en/case/fath-business-intelligence-confluence/)

A business intelligence system for mid-sized companies: instead of a separate BI tool, Fath shows its business data where employees already work – in Confluence, with PocketQuery and a permissions system that shows everyone only their own data.

*Mechanical engineering*

## [Atlassian Cloud Migration of Jira, Confluence and Bitbucket](https://www.xalt.de/en/case/fath-atlassian-cloud-migration/)

FATH ran Jira, Confluence and Bitbucket itself – and paid for every outage: troubleshooting, recovery, staff time. All three systems moved to the Atlassian Cloud in one go, without disrupting daily work. Downtime fell from twelve hours a year to almost none, and operating costs dropped by 80 percent.

*Mechanical engineering*

## [Automated Project Access with JSM Self-Service](https://www.xalt.de/en/case/automated-project-access-jsm-self-service/)

How our customer achieved a 5x speedup through automated project access with a JSM self-service portal, cutting administrative effort by 60 percent.

## [Automated Permission Management for Confluence Spaces and Jira with an IAM Self-Service](https://www.xalt.de/en/case/automated-confluence-permission-management/)

Efficient permission management for 60,000 Confluence users: automation and self-service boost productivity and transparency in Confluence.

## Our Approach

### Requirements Analysis

In the first step, we work with you to define which requirements the process must meet digitally. Which steps can be automated, and how the process can be designed in a user-friendly way in Jira.

### Mapping in Jira

In this step, your process is transferred into Jira in its original structure, visualized in a Kanban board and configured according to your requirements and compliance guidelines.

### Automation

To further accelerate your processes, automations are added to your workflow. To do this, we use both built-in features as well as plugins and custom-built code.

## Digital Business Processes and Automated Workflows for More Performance and Efficiency in Your Company

Digitize your business processes with Jira and involve your employees, customers, service providers and partners digitally; for seamless collaboration.

[I Want to Digitize My Processes](https://www.xalt.de/en/contact/)

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