monday.com Projects Portfolio
As a Certified monday professional, I take pride in my extensive experience in implementing and optimizing the entire suite of monday.com products. From monday-dev to monday Sales CRM, monday Work OS, monday Projects, Forms, and Canvas, my portfolio showcases a comprehensive mastery of these tools. We implemented monday.com solutions across HR, Project Management, Real Estate, Influencer Management, Marketing, CRM, Gaming, Manufacturing, Accounting, and Finance for tailored operational excellence.
We have done hands on training from monday.com. We have clear understanding of workflows in monday and how to implement these and get most out of monday.com.
monday.com for Project Management
Problem: Company was in need of tracking progress of projects and also wanted to share it with client and also integrations with Slack, Outlook calendar.
Solution: We did a deep dive session with them to understand their processes and workflow. We designed the boards in which we used Time Tracking Column, that column is useful for higher level management to see who spent how much time on a project. Then We designed dashboards for each member as well for higher authorities. We used monday integration center to build the automations for Slack and outlook calender. We also created monday workforms which they using right now on website.
monday.com SalesCRM implementation
Problem: Company was in need of automations, measuring team KPI's and high level overview of everything in company in Sales Processes.
Solution: I designed dashboard, in which they can track their progress, they can see on which project who is working and what is the progress of project. I setup automations to save time. Then I optimized their boards by using formula column and automations.
monday.com for HR Management
We implemented monday.com for HRM processes. Currently client can manage the following processes.
- Recruitment Pipeline
- Performance management
- Employees Onboarding
- Dashboard Reporting & Analytic
- HR General Requests & Vacation Management
- Integration with workday & BambooHR
monday.com for Campaign Management
Problem: Our client was facing the challenge of efficiently managing the end-to-end lifecycle of campaigns, our client encountered bottlenecks in coordinating design, creative development, and launch preparations.
Solution: With power of Monday.com, we provided a centralized hub for managing the entire campaign lifecycle. From initial design concepts to creative development and readiness for launch, Monday.com streamlined communication, enhanced visibility, and empowered the client to orchestrate seamless, end-to-end campaign operations.
monday.com for Real Estate
Problem: Client encountered significant challenges in efficiently managing extensive portfolio of properties on the market. The absence of a centralized platform has made it difficult to seamlessly coordinate property listings, assign tasks to agents, store crucial contracts and images, and track the progress of their deals.
Solution: We did a deep dive session with them to understand their processes and workflow. We designed the solution for them which consist of:
- CRM Setup(Leads, Contacts & Deals Board)
- Rental Properties & Agent Task ManagementBoard
- Automation to notify Lead and Team Members
- Integration with Gmail & Aircall
- Dashboard to view Rental Income and Agents Tasks
monday.com integration with Facebook & Google Ads
Problem: Our client faces a critical challenge in effectively monitoring the daily status of their Facebook and Google Ads campaigns. The current manual process of data collection is both time-consuming and prone to errors, making it difficult for the client to assess the impact of their advertising efforts promptly.
Solution: We implemented a solution leveraging monday Integration Center. By seamlessly integrating Facebook and Google Ads data into the monday platform, we have empowered our client with a centralized dashboard. This dashboard provides a comprehensive view of the key metrics, allowing the client to monitor the performance of their ad campaigns on a daily basis.
monday.com integration with Salesforce
Problem: Our client faced a significant challenge in gaining a holistic view of their sales operations due to the lack of seamless integration between Monday and Salesforce. Specifically, the inability to access and visualize crucial data, such as the Quote object details and lead pipeline stages, created operational inefficiencies.
Solution: We implemented a tailored solution by establishing a robust integration between Monday and Salesforce. Through the use of custom SOQL queries, we efficiently retrieved and displayed Quote object data and lead pipeline stages directly within the Monday platform. This solution not only provided the client with real-time access to critical sales information but also eliminated the need for manual data retrieval and reconciliation.