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Atlassian Solution Optimization & HR/Accounting Integration for a Climate Solutions Provider
  1. case
  2. Atlassian Solution Optimization & HR/Accounting Integration for a Climate Solutions Provider

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Atlassian Solution Optimization & HR/Accounting Integration for a Climate Solutions Provider

itransition.com
Environmental Services
Information technology
Financial services
Business services

Challenges

The client, a rapidly growing climate solutions company with thousands of experts, experienced scalability issues with their existing Atlassian suite (Confluence, Jira, Jira Service Management). Despite tripling their Atlassian team, they struggled with time-consuming tasks and lacked automation in HR and accounting departments. The lack of integration between the HRIS and Jira led to manual task tracking and inefficiencies. Their accounting department’s workflow was heavily reliant on email, causing delays and difficulties in data management.

About the Client

A global climate solutions provider helping Fortune 500 companies and government agencies develop and implement climate strategies, offering APIs for carbon emissions management and creating job opportunities in developing countries.

Objectives

  • Optimize the existing Atlassian solution for improved efficiency and scalability.
  • Automate HR and accounting processes through Atlassian and integrated systems.
  • Enhance data visibility and reporting across departments.
  • Reduce manual effort and associated costs.
  • Improve employee onboarding and offboarding workflows.
  • Streamline accounting processes and improve financial data management.

Functional Requirements

  • Enhanced Jira and JSM configuration for various teams and projects.
  • Automated workflows for HR processes (onboarding, performance reviews, compensation).
  • Automated workflows for accounting processes (invoicing, task assignment, deadline setting).
  • Integration between HRIS and Jira for task synchronization and status updates.
  • Customizable dashboards for department-specific data visualization.
  • End-to-end Atlassian license management.

Preferred Technologies

Atlassian Jira
Atlassian Jira Service Management
Atlassian Confluence
RESTful APIs
Webhooks

Integrations Required

  • Third-party SaaS HRIS (e.g., Workday, BambooHR)
  • External accounting services (e.g., Xero, QuickBooks)

Key Non-Functional Requirements

  • Scalability to support growing number of users and projects.
  • High availability and reliability.
  • Data security and compliance.
  • Performance optimization for efficient task processing.
  • User-friendly interface for all users.

Expected Business Impact

The project is expected to reduce operational costs, improve employee productivity, enhance data accuracy, accelerate project delivery, and enable better decision-making through improved reporting and insights. The automation of HR and accounting processes is projected to save approximately 10% of HR management time and improve financial processing efficiency. Optimized Atlassian usage will result in cost savings from efficient license management.

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