Case study
PPS Consulting India connected a company's Monday.com boards, where client delivery is managed, with its Jira projects, where engineering runs in sprints, and built one dashboard across both with the client's own project management team. Status, sprint, owner, due date and blockers flow between the tools, so nobody re-keys anything and a change on either side shows on the dashboard.
One view
of client delivery and engineering sprints, with nothing re-keyed between the two tools
Delivery tracked each client's work in Monday.com and engineering ran its sprints in Jira, with no single view across the two.
The fields both teams need, agreed with the client's project management team: status, sprint, owner, due date and blocker.
A two-way integration between the Monday.com boards and the Jira projects, and one dashboard on top: delivery by client, engineering sprint status, blockers listed oldest first, and a weekly summary of on-time delivery, open blockers, items in review and handoff waiting time.
Monday.com boards: delivery by client
status · sprint · owner · due date · blocker
Jira projects: engineering sprints
No re-keying: a change on either side shows on the dashboard within minutes.
The dashboard
This week, at a glance
It is if:
With the PPS Backbone Review: four weeks, a fixed fee of ₹1,50,000 to ₹3,50,000 plus GST and expenses, one fix working by the end, and a plan with owners and measures that is yours to keep, whether or not we build it with you.
How the Review works5x locations, 7x fleet
from one pharmacy and location to two pharmacies and five locations in four months, and from 3 drivers to 20+
Relevant if you are about to open your second, third or fifth location, and the first one still runs on you.
50% less time
on supply chain management, with the same team, after 95 hours of work
Relevant if your procedures exist, but nobody follows them because they are too long.
Runs without the founder
SOPs for the recurring work, one workspace, and a weekly rhythm the operations lead now runs
Relevant if every client question in your business still reaches the founder.
Across Upwork and direct contracts, including the people on our project teams.
Yes. Here the two were connected both ways on the fields both teams need, so each team keeps working in its own tool and the dashboard shows both.
Sometimes, but it is the harder change. When each team's tool fits its work, connecting the two on a few shared fields gets you one view without a migration.
What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.
Book a discovery callFree, no obligation, and under an NDA if you prefer.
Or write to consult@ppsconsulting.biz WhatsApp +91 93246 21840 (opens in a new tab)
