Roadmap Matrix42 Marketplace Partner Add-ons

• With Matrix42 Dynamic Forms, you can create forms quickly and easily without using the integrated layout designer.
• With the ready-made templates, you can use forms anywhere. In dialogs, wizards, landing pages or quick views - the use of forms is up to you.
• The solution is intuitive, leaves out unnecessary functions and concentrates fully on the essentials to offer you forms in your Matrix42 system.

Dynamic Forms - Labtagon GmbH

The Labtagon Generic E-Mail Connector integrates email (via IMAP) with Matrix42 Workspace Management, allowing inbound emails to trigger customizable workflows. It does also support Exchange Online modern auth.​

• Unlike the standard email robot, it supports processing for various object types like contracts, assets, services, and projects.​
• It enables flexible, rule-based automation, such as creating tickets based on subject keywords or attaching emails to specific records.​
• The connector supports multiple mailboxes or folders​

• Labtagon Generic Object Approval enables approval workflows for any type of object in Matrix42, such as people, assets, contracts, or custom-defined items.​
• It extends the approval functionality beyond service approvals, allowing flexible and consistent decision processes across the entire system.​

• Translation of object data and dialogs in the Matrix42 Enterprise Platform​
• Configurable automatic translation in any languages in preview dialogs​
• Configurable on-demand translations, including for non-translatable fields​
• Reuse of previously completed translations​​
• Configurable translation providers: Google & DeepL

• Being able to save predefined checklists as templates is particularly useful for tasks that occur regularly.
• Templates can be automatically attached to tickets and offer various setting options, such as preventing the deletion of individual tasks. This ensures that all necessary steps are carried out for recurring tasks and that no important activities are accidentally deleted.

https://makrofactory.com/kernkompetenzen/it-service-management/matrix42-add-on-checklisten

• With the FormCheck add-on, administrators can define a list of attributes that must remain the same throughout the ordering party's shopping cart, e.g. the ID of the IT workstation or the responsible cost center.
• The tool is activated in the individual service dialogs and ensures that only permitted configurations can be ordered. If a selection is made that deviates from the specified standard, the user receives a corresponding correction message and can correct the discrepancy themselves.
• The service form can only be placed in the shopping cart and the ordering process initiated once it has been validly filled out.

https://makrofactory.com/kernkompetenzen/it-service-management/matrix42-add-on-formcheck

• With the help of the PRTG-Connector add-on from Makro Factory, messages from PRTG Network Monitor can be automatically mapped in the Matrix42 Service Desk. If a fault is identified, the system opens a ticket in the Service Desk and triggers the process chain defined for the respective fault.
• If the sensors in PRTG report a change in status, this is written directly to the corresponding ticket as a journal entry. IT managers are thus kept up to date on the current system status in real time. Once the fault has been rectified, the corresponding ticket is automatically closed again.

https://makrofactory.com/kernkompetenzen/it-service-management/matrix42-add-on-prtg-connector

• The Recurring Tasks add-on developed by Makro Factory for the Matrix42 ESM platform simplifies the process of creating and assigning cyclical tasks. Administrators can use a user-friendly configuration page to specify the intervals at which tasks should be created automatically.
• The add-on also allows you to specify which person or department these tasks are assigned to, including the title and detailed description of the task. Once configured, these default settings are saved as templates, which can then be used for future task creation with just a few clicks. This leads to a significant reduction in administrative effort and a consistently high quality of task fulfillment, free from human error or oversights.

https://makrofactory.com/kernkompetenzen/it-service-management/matrix42-add-on-wiederkehrende-aufgaben

• A multi-line text field allows the user to enter personal notes for each task that are only visible to them. This field can be flexibly linked to various configuration items in the matrix.
• The control is used in preview dialogs, for example in the ticket preview. The notes are private and can only be viewed by the creator.
• Users can create, edit and delete their notes.
• To protect privacy, the notes are stored in encrypted form so that administrators cannot view the content in the database in plain text. This means that the notes remain personal and protected at all times.

https://makrofactory.com/kernkompetenzen/it-service-management/matrix42-add-on-persoenliche-notizen

• Lakeside SysTrack Agent Asset Inventory Data Provider​ 
• Real time device health view in ticket and asset dialogs​ 
• Baseline analysis view for ticket dialogs​
• Self-service recommendations & user remediations​
• Automatic problem creation for clustering issues ​

• An interface to CheckMK (in future also other monitoring software) that provides an endpoint via which notifications and alerts can be sent to a matrix server.
• A ticket is automatically generated there and forwarded to the responsible person - for example in the event of server failures, offline services or when the hard disk space is full.

• Connection to the Cora vending machine (https://cora.tech/de/) for ordering and managing PINs and assets in the vending machine directly via Matrix.
• The integration enables automated ticket creation in the event of alerts or notifications from the vending machine, for example in the event of malfunctions or necessary filling on site. In addition, removal/return can be controlled directly via Matrix.
• We also provide live data directly from the machine - e.g. on currently stored assets or the current status of the machine.

• An extension that automatically sends a notification to the sender of an email if the incoming message is assigned to a ticket that has already been closed.
• This prevents feedback from going unnoticed and users receive direct feedback.

• This extension serves as a tool for using our support service.
• It enables the monitoring of customer systems for errors or anomalies.
• As soon as a potential problem is detected, a notification is automatically sent to the MountX team.
• This enables us to react and inform our customers of the next steps at an early stage.

• Extension for creating predefined packages that contain a collection of tasks.
• These task packages can be created automatically as part of the service provision.
• In addition, a mechanism (e.g. via actions or wizards) is provided to apply task packages to tickets manually or based on rules.  
• Future enhancements include the automatic assignment of task packages based on defined criteria such as the ticket category and the automatic creation of all relevant individual tasks.
• It can be configured whether the contained tasks should be executed in parallel or sequentially (a new task only after the previous one has been completed).

• This extension enables ticket editors in Matrix42 to provide the ticket creator with a schedule if required in order to coordinate meetings or on-site appointments efficiently.
• The appointment request is initiated by the agent.
• The ticket creator can then book available time slots, which are automatically synchronized with the service desk employee's Outlook calendar.

Target Personas:​

• Primary Users: Accounts Payable/Receivable Specialists, Finance Administrators, Procurement Officers.​

• Key Stakeholders/Buyers: Head of Finance, CFO, IT Managers responsible for financial systems.​

Problem Statement: 

• Mid-sized enterprises, particularly in the EU, face increasing mandates (e.g., XRechnung, ZUGFeRD) for e-invoicing with public authorities and B2B partners.
• Lacking native PEPPOL integration in Matrix42, they resort to manual processes, third-party portals, or expensive custom developments.
• This leads to inefficiencies, data entry errors, risk of non-compliance, and delayed payments.​

Proposed Solution: 

• A lightweight, configurable adapter for Matrix42 that enables seamless generation, transmission, and reception of e-invoices in compliant formats (XRechnung, ZUGFeRD, etc.) via the PEPPOL network.
• It directly integrates with Matrix42 invoicing/procurement, allowing for automated exchange with public authorities and other PEPPOL-connected ERP systems.​

Target Personas:​

• Primary Users: Procurement Officers, Employees making purchase requests via Matrix42 Service Catalog, IT Asset Managers.​

• Key Stakeholders/Buyers: Head of Procurement, CFO, Head of IT, Cost Center Managers.​

Problem Statement: 

• Organizations using Matrix42 for self-service procurement and SAP S/4HANA as their financial backbone suffer from disconnected processes.
• Manual data transfer for purchase requisitions is error-prone, lacks real-time validation (e.g., budget, cost centers), and delays the procurement cycle.​

Proposed Solution: 

• A robust integration that connects Matrix42's with SAP S/4HANA's purchasing modules.
• It allows users to e.g. request catalog items in Matrix42, which then automatically trigger purchase requisitions (PRs) in SAP S/4HANA with correct mapping of items, cost centers, asset classes (GWG, collective, individual), and WBS elements.
• Approval statuses can be synchronized back to Matrix42.​

Target Personas:​

• Primary Users: Matrix42 Administrators, Process Owners, Power Users, Service Desk Agents who frequently switch between M42 modules/contexts.​

• Key Stakeholders/Buyers: IT Managers, Service Management Leads focused on operational efficiency.​

Problem Statement: 

• Experienced Matrix42 users often need to view or work with related information across different modules (e.g., viewing workflows from a service catalog item).

• Constantly navigating back and forth, or opening new browser tabs and manually searching, is inefficient and breaks concentration.​

Proposed Solution: 

• A UI enhancement for Matrix42 that allows users to right-click (or use a similar intuitive action) on an object (e.g., a workflow, an asset, a ticket) and directly open it in its native application context (e.g., Workflow object in Admin app, Asset in Asset Management) within a new, intelligently managed Matrix42 tab or a streamlined pop-up.​

• Enables pricing models and service billing within the Matrix42 Enterprise Platform.​
• Supports calculation of service costs based on underlying costs.​
• Allows automated billing and integration with financial or ERP systems.​

Helps manage cost transparency and internal service accounting. ​

Target Personas:​

• Primary Users: IT Asset Managers, Service Desk Agents, Logistics Coordinators, Field Technicians.​

• Key Stakeholders/Buyers: Head of IT Operations, Supply Chain Managers, Service Management Leads.​

Problem Statement: 

• When fulfilling service requests or provisioning assets in Matrix42, users lack real-time visibility into actual stock levels managed in SAP S/4HANA. This leads to promising unavailable items, delays in fulfillment, inefficient stock allocation, and frustrated end-users.​

Proposed Solution: 

• A synchronization service that provides real-time or near real-time updates of stock levels, locations, and availability from SAP S/4HANA (specifically from relevant storage locations/plants) into Matrix42's asset and service catalog modules. This allows Matrix42 workflows to accurately reflect inventory during request, planning, and fulfillment.​

Target Personas:​

• Primary Users: IT Service Owners, Finance Controllers, Procurement Specialists, Master Data Stewards.​

• Key Stakeholders/Buyers: Head of Finance, Head of IT, Compliance Officers, Master Data Management Leads.​

Problem Statement: 

• Discrepancies in organizational master data (e.g., cost centers, company codes, profit centers, WBS elements, potentially vendor/customer master relevant for internal charging) between SAP S/4HANA (the system of record) and Matrix42 lead to incorrect financial postings, approval routing errors, compliance issues, and significant manual reconciliation efforts.​

Proposed Solution: 

• A robust synchronization engine that ensures critical organizational and financial master data from SAP S/4HANA is accurately and regularly replicated to the corresponding fields and objects within Matrix42. This includes configurable mapping and scheduling for updates.​

Target Personas:​

• Primary Users: Legal Assistants, Procurement Specialists, Fleet Managers, Compliance Officers, any Matrix42 user generating or handling critical documents.​

• Key Stakeholders/Buyers: Head of Legal, Head of Procurement, Compliance Managers, IT Managers responsible for data governance.​

Problem Statement: 

• Critical documents generated or managed within Matrix42 (e.g., contracts, invoices, acceptance forms, asset disposal records) often require long-term, compliant archiving in a dedicated Document Management System (DMS).

• Manual archiving is time-consuming, error-prone, inconsistent, and risks non-compliance with retention policies.​

Proposed Solution: 

• An intelligent connector that integrates Matrix42 workflows with leading DMS solutions.

• It automatically archives documents and associated metadata from Matrix42 to the DMS based on configurable workflow triggers (e.g., contract approval, invoice payment, asset decommissioning).

• Archived documents remain linked and accessible (read-only view or link) from within the relevant Matrix42 object for traceability.​

Target Personas:​

• Primary Users: Finance/Accounting Teams, Controllers, IT Administrators managing financial system integrations.​

• Key Stakeholders/Buyers: Head of Finance, CFO, Tax Advisors (as influencers).​

Problem Statement: 

• German companies using Matrix42 for managing asset purchases, service costs, or expense claims often rely on DATEV for their primary accounting and tax reporting. Manually transferring or re-keying this financial data into DATEV is inefficient, prone to errors, and causes delays in financial closing and reporting.​

Proposed Solution: 

• An automated integration solution that extracts relevant financial transaction data (e.g., asset acquisitions, service costs, expense reports with cost center allocations) from Matrix42 and formats it for seamless import into DATEV accounting software. This includes mapping Matrix42 data to DATEV booking records (Buchungssätze).​

Target Personas:​

• Primary Users: Managers with approval duties, Employees involved in multi-step processes, anyone who handles tasks from various systems.​

• Key Stakeholders/Buyers: Department Heads, CIOs, Process Improvement Leaders.​

Problem Statement: 

• Employees and managers are often bombarded with tasks and approval requests scattered across multiple systems: email, SAP, ITSM (Matrix42 itself), CRM, HR systems, etc. This fragmentation leads to missed deadlines, slow response times, context switching overhead, and general frustration.​

Proposed Solution: 

• A centralized task and approval inbox that aggregates actionable items from various connected enterprise systems (e.g., SAP approvals, new tasks in a project management tool, M42 internal approvals).

• It would provide a unified view, with options for quick actions (approve/reject), and deep links back to the source system.

• Optional integration with collaboration tools like Microsoft Teams/Slack for notifications and actions.​

• This module was developed with one of our customers, a savings bank. We are currently in the process of developing a standard from it in order to make it ready for installation and to be able to offer it.

• The DORA module is a separate Matrix42 application which represents the prescribed DORA information register of the EBA / BAFIN within Matrix42 Enterprise and links it to the standard objects Contracts & Service Providers. These are supplemented with additional DORA-relevant attributes. Based on these new attributes, automatisms automatically guide the contracts & service providers into the corresponding register, which can then be downloaded at the push of a button in compliance with BAFIN.  In addition, we also have an automated process that reads information forms from ICT-relevant service providers into Matrix42 and compares them with existing contract and service provider data.