How Millennia used monday.com to quadruple their implementation efficiency
Adaptavist is partnered with software provider, monday.com, to help businesses work more efficiently. Together, we helped transform Millennia’s app’s project management.
About the customer
Millennia is a cutting-edge US technology company that works with healthcare providers to offer patients web-based, guided experiences that help patients manage their appointments and finances, guiding them through the various complex payment options available to them. Whether explaining insurance coverage or exploring possible payment plans, every patient receives expert-level assistance tailored to their bespoke needs.
- Industry: Healthcare technology
- Tools: monday.com, Jira
Requirements at a glance
- Replace complex spreadsheets with an easy-to-use project management system
- Track status, progress, and blockers with a holistic view of projects
- Share information and coordinate between teams more effectively
- Set up new projects and onboard customers more easily
- Better reporting to support decision-making
Overview
The Millennia team is composed of talented software developers, accomplished client service leaders, and highly experienced patient support specialists. Effective software management is paramount to success in the fast-paced app development world. Before partnering with Adaptavist, Millennia lacked an efficient project management system; they relied on a complex and confusing Excel spreadsheet to plan the entirety of their app management. This spreadsheet ballooned to 158 rows and made visibility, efficiently sharing information, and setting up new projects cumbersome.
Recognising the need for a better scalable solution, Millennia sought Adaptavist's expertise for our comprehensive experience in project management and process optimisation. This case study examines how Adaptavist transformed Millennia's apps’ project management by installing monday.com with Jira integrations, building fully customisable templates, and improving reporting practices.
The challenge
The most pressing challenge was poor project visibility and finding a tool that would allow the precision and detail of Excel, but also provide a holistic view of projects. The project manager, Riley Beatty, struggled to track work statuses efficiently, leading to a clouded understanding of progress and potential obstacles. This lack of insight hindered decision-making and coordination efforts, obstructing consistent progression. Leadership needed a bird's-eye view of the work, especially with many departments and moving parts working together.
Onboarding customers was a painfully slow process. During a month, only three could adequately be brought on. This threatened Millennia's ability to scale, and they identified this as a key priority to improve.
Millennia desired a slick, easy-to-use interface displaying up-to-date status, allowing them to provide 'customer as partner' experiences, where customers can side-car project management and facilitate accountability for their own delivery responsibilities. This meant giving the customer access to sophisticated yet easy-to-understand dashboards and reports, fostering improved transparency in their healthcare management.
Results at a glance
Building on our vast expertise in work management and integration solutions, together with Millennia, we identified monday.com as a perfect fit for Millennia.
- Implementation of monday.com for improved work management.
- Powerful integrations between monday.com and Jira to reduce tool-switching and boost visibility.
- 4x more customers onboarded in a month, and templated boards and automations streamline the customer experience.
- Improved project visibility for better collaboration between teams.
- Expanded reporting at all levels, including Gantt charts, dashboards and customer-facing reports.
- Company-wide transparency for better decision-making and increased stakeholder engagement.
- Automated resource allocation to reduce close-to-kickoff lag time.
The solution
The journey began as Adaptavist's talented consultants immersed themselves in Millennia's workflows and operations. Through an in-depth discovery process, we gained comprehensive insights into Millennia's needs, challenges, and aspirations, laying the foundation for a transformative solution.
Building on our vast expertise in work management and integration solutions, together with Millennia, we identified monday.com as a perfect fit for Millennia.
As their development team already used Jira, we engineered helpful integrations between Jira and monday.com, revolutionising Millennia’s project management. This powerful integration created a myriad of possibilities and streamlined processes for enhanced productivity. We also implemented mirrored contact boards to give clients tailored visibility into responsibilities and help keep them accountable. Our team set them up with template generation, allowing project managers to create a custom project based on services purchased with the click of a button (literally).
The results
- Integrating Jira and monday.com dissolved barriers and merged the powerful capabilities of the two platforms, reducing tool-switching, admin costs, and potential errors. Project managers have total control over the dynamic flow of real-time status updates from Jira to monday.com. This was a true game-changer, saving time by enabling real-time status flow and eliminating repetitive tasks while boosting visibility across teams.
- Now, Millennia manages projects with template boards, a solid foundation to launch and develop work quickly. All it takes to create one is a button powered by automations that Adaptavist built. PMs can quickly and easily slot in and out any project elements specific to the client. Template boards also facilitate a more expedient onboarding process, dramatically reducing impediments that make the process sluggish. During the first month of incorporating monday.com into their work structure, Millennia went from onboarding three customers a month to an impressive twelve.
- Millennia enjoys expanded reporting capabilities. Teams can access a wealth of essential data, including Gantt charts, project-level dashboards, and customer-facing reports. These boards provide a bird's-eye view, showcasing portfolio-level data across all projects. Company-wide transparency facilitates informed decision-making and ensures that key stakeholders are informed and engaged throughout.
- Millennia witnessed the tangible benefits of their Jira and monday.com integration as the project unfolded. Their development teams enjoyed newfound efficiency, improved project visibility, and superior collaboration. Their customers appreciated a more rapid onboarding experience, and Millennia could enlist more at a time. With Adaptavist's support, they maximised the customer experience, embraced a new kind of project management to accelerate cross-department collaboration, and unlocked their full potential.
- With tailored customisation from Adaptavist, Millennia leadership uses monday.com’s automated resource allocation reporting to reduce close-to-kickoff lag time. They can now make data-backed hiring and growth decisions, steering the project towards new levels of success quicker.
"The dashboards that we have in monday.com are really helpful in laying out the information in a way that’s not only easy to understand but also very visually pleasing."
Talk to us about monday.com
If Millennia’s story has inspired you, get in touch to discuss how we can help you get started or get the most out of your monday.com implementation with customisations, templates, integrations and more!
