+49 176 415 99 655
+49 176 415 99 655
In collaboration with an Austrian laser technology company, we successfully developed a fully customized monday.com CRM tailored to the client’s needs. This included integrating a comprehensive email archive consisting of approximately 100,000 emails from multiple sources (including Outlook and Thunderbird) and establishing a bidirectional connection with SAP Business One.
The client’s initial setup relied heavily on Excel spreadsheets combined with their existing SAP system for managing leads, customer, and product data, as well as order and project processing workflows. Our goal was to enhance their sales and distribution processes by complementing SAP with monday.com, serving as a flexible CRM solution.
SAP was designated as the central data repository, with clearly defined data ownership and synchronization points. Standard sales processes were implemented in monday.com, including a structured customer database with leads, customer, and company information. Data would then flow into SAP once an order was confirmed. Conversely, order data, including statuses and updates, would synchronize back from SAP to monday.com whenever relevant records were created or modified.
Additionally, the client requested specific workflows such as data entry, importing Excel lists, automated email responses, reminders, and campaign management — all of which were successfully designed and implemented within monday.com. Our prepared boards and automated workflows now enable the client to efficiently manage their sales processes with strong automation support.
The SAP connector was developed by IT specialists as an API-to-API integration hosted on AWS, deployed on the client’s on-premise server infrastructure. This bidirectional connector is fully controlled from within monday.com. For example, using timestamps, the connector detects new or updated records in SAP, retrieves the data, and updates or creates corresponding records in monday.com.
A key concern from the client was duplicate data management. To address this, dedicated workflows were defined to prevent duplicates and merge records as needed. Additionally, monday.com’s built-in duplicate detection functionality supports this effort. When a new order is created in SAP, the connector identifies it via timestamp comparison and synchronizes it with monday.com. Complete documents such as invoices, order confirmations, delivery notes, and shipping confirmations are also transmitted from SAP to monday.com, enabling the sales team to receive automated notifications directly from the monday CRM via email. The entire email history is attached to the corresponding customer record.
One of the main challenges was onboarding around 100,000 historical emails. Importing this data into the prepared or newly created tables and customer records in monday.com was straightforward, but we had to navigate inherent platform limitations. Since the internal search engine in monday.com’s “Emails & Activities” widget does not yet support full-text search (a feature currently under development by monday.com), we implemented a workaround by importing emails as “Updates.” Although filtering is not available in Updates, this approach enables full-text search within emails and integrates them into monday.com’s global search functionality.
A further limitation is that the creation date of these updates is automatically set by monday.com at the time of import, and the API does not allow overwriting this timestamp. However, this affects only the imported archive emails and not future incoming emails, which are handled natively.
Throughout the entire process, data privacy and security were a top priority. The SAP connector is installed on the client’s secure on-premise servers, and all data processing within monday.com is hosted on servers located within the European Union (specifically in Germany), ensuring full compliance with GDPR and local data protection regulations. The client retains complete control over their sensitive data at all times.
The result is a powerful, integrated CRM solution that combines the strengths of monday.com and SAP Business One, supports extensive historical email access with search capabilities, and meets the client’s strict data privacy requirements.
For a Chamber of Labour in Austria, we successfully carried out a full board migration within monday Work Management. As a long-standing user, their monday WM Pro licenses were still hosted on monday.com’s US-based servers—dating back to a time before EU data residency options were available. This meant their setup no longer met the compliance requirements of the EU General Data Protection Regulation (GDPR). The organization reached out to us for support in migrating their account to the EU data center—specifically, the Frankfurt region.
The project involved the migration of approximately 100 boards and 2,000 individual records. In addition to recreating each board in the new account, all automations, files, documents, links, and images had to be reimplemented or reuploaded. Despite the complexity, we completed the migration within just 2.5 days—on time and to the full satisfaction of our client.
We rely on a proven, efficient workflow that enables us to execute monday.com migrations quickly and without data loss. The only technical limitation in such cases is the handling of timestamps: monday.com currently does not allow for the manual setting of creation dates, which means that all items receive new timestamps during migration. This is a platform-level restriction and cannot be bypassed.
Beyond data transfer, migrations like this offer valuable opportunities to optimize workflows, uncover hidden inefficiencies, and implement improvements. As a result, the Chamber of Labour now benefits from a more streamlined setup and an increased level of automation—enhancements we implemented during the transition.
For an innovative IT consulting company based in Austria, we designed and implemented a fully customized CRM solution using Monday.com. The system was tailored to meet the client’s specific needs across multiple business areas, including:
Customer & Company Databases
Account & Contact Management Boards
Sales Pipeline Monitoring with Stage Tracking & Forecasting
Project Tracking & Controlling
Financial Dashboards & KPI Overviews
Analytical & Statistical Reporting
Activity & Email Management
Google Workspace Integration (Calendar, Gmail)
Direct Links to internal Wiki, Jira Boards, and Invoice Management Tools
The client’s core requirement was a centralized platform to manage lead acquisition campaigns, outreach activities, sales step tracking, deal probabilities, and project overviews — all in one place. We structured and interconnected the boards so that sales, account management, and operations could seamlessly collaborate. Most processes were automated to reduce manual work and minimize errors.
We created email templates for lead nurturing and cold outreach, set up activity tracking, and configured smart automations to ensure timely follow-ups. With the integrated Google account, meetings and emails were automatically synced, enhancing team productivity and visibility across the entire sales funnel.
The implementation project was completed in approximately one week, covering everything from initial CRM architecture, data import & cleansing, board automation, process linking, internal staff training, and iterative refinements based on real user feedback from the first days of live usage.
The result? A streamlined, user-friendly CRM system that empowered the client’s team to work faster, more efficiently, and with greater clarity. The client was visibly satisfied with the outcome and is now fully leveraging Monday.com to drive business growth.
In diesem Projekt geht es um die Entwicklung eine GIS-basierte 3D-Umgebung, das zugleich diverse Funktionen gewährleistet, Daten- bzw. Informationsplatzhalter eingebettet hat und CAD-Daten hineingeladen werden können. Die Idee dieses Projektes ist eine zentrale Datenhaltungsplattform, ähnlich einer zentralen Datenbank ,zu bilden, woran mittels API angeschlossene Systeme Daten ziehen können. Das Projekt war zunächst als Pilotprojekt aufgesetzt. Die zentrale Software war ArcGIS von der amerikanischen Firma ESRI. Zur Seite stand ein weiterer Dienstleister, ein ArcGIS-Partner, aus Wien, Österreich.
Der erste Schritt war das aufbauen von Servern mit Test- und Produktivumgebung. Zudem konnten wir ein
ACCA us.BIM prototyp
Softwaremodulentwicklungen (mbAEC)