Customer Onboarding with Jira

Kartikey Bhatia June 15, 2022

Has anyone worked with Jira for customer onboarding projects and being able to track them with your customers directly in the loop? Basically to be able to successfully onboard your customers from signing up on your platform to completing the next steps (verification, wallet funding activities, adding your debit cards etc.)

3 answers

2 votes
Florian Bauer
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December 5, 2022

Hey @Kartikey Bhatia 

you can try a Marketplace app Flower - Workflow Automation. They provide BPMN templates for customer onboarding. All templates can be adjusted by a graphical process modeler and for each step in your model, it creates a Jira task automatically.

customer-onboarding.png

cheers,

Florian

0 votes
Florian Bauer
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December 5, 2022

Hi @Andy Heinzer ,

apologize for acting against the community guidelines. I was not aware of the 6-month rule. I intended to show how we solve the Customer Onboarding process using one of our templates. 


I got your point. sorry.

Florian

0 votes
Andy Heinzer
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December 5, 2022

Hi @Florian Bauer 

Please review our Atlassian Community online guidelines for Marketplace and Solution Partners.  A number of your recent posts have been removed from our site due to violations of these guidelines.  Specifically if you are affiliated with this app, please Identify yourself as a partner and please also review the section called A word on necroposting.  Our guidelines state to avoid posting these kinds of advertisements to threads older than 6 months.

Thanks

Andy

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