monday.com vs. Sage 300 Construction and Real Estate

Monday.com is well suited for anyone. I personally believe we're in an age where a paper to do list just doesn't cut it any more. From the stay at home mama to the rocket scientist on the ISS, a clean and organized task management system is needed for the daily grind. Our brains are great at reminding us we need to do something, but not always at the best time. (Ex: finally lay down at night and remember you needed to get some files to your CPA.) Monday.com is a great place to plop all these tasks swimming in our heads so we are reminded to complete them at the appropriate time.

Sage is not at all well suited for small companies who want an agile, nimble setup for quick moving situations and mobile use. These type of companies should look elsewhere such as a SaaS offering from another vendor. In addition Sage is very expensive both in its initial outlay and ongoing support. Medium and larger sized companies benefit from a Sage install much more than the smaller constructor. Having the modules all work in unison is important when a company is of a certain size as is having the long tenured support structure. In addition Sage requires the terminals services setup to use it remotely and the larger companies are more likely to have the infrastructure and support for that type of setup

• Flexible enough to fit our processes rather than making us change what we are familiar with.
• Remote access... whether on a PC or a mobile device, it is accessible anywhere. This would have been a great thing to adopt at the beginning of the Covid Pandemic.
• If things change, or if we come up with new ideas, we can add them to our workflow rather than find out we need to start over!
• We have been using monday.com for less than a year now, and it has replaced the systems that we created and changed over the last 17 years. I don't think our old systems would have held up much longer.

• There are a lot of ways to drill down into information. The ability to run inquiries that can be easily exported into Excel is incredibly useful.
• The help desk is very helpful. There are multiple ways to get a hold of someone and it is extremely useful.
• The knowledgebase articles are very helpful and provide a lot of great detail.

• Internal Automations: There should be a little more availability to trigger actions within monday.com itself. For example, it would help tremendously for us to be able to set up a date when clients are automatically transferred into a new board or group.
• Expand on External Modifications: monday.com has recently focused on the aesthetics/look of the application, but I would rather they began focusing on how monday.com operates with other applications. We have a email campaign system (Active Campaign), that does a beautiful job of integrating apps, but monday.com is very limited on their external automation availabilities with campaign systems. Not sure if this would apply to many other business models, but as a CRM- I can see this being beneficial.
• Limiting Access within Boards: monday.com has recently added a limited access to specific boards, but I would love if this feature expanded to where certain team members could only view a board rather than edit it (It is possible that this is available for a higher subscription and we simply do not have access to it at this time).

• Lack of data validation and controls
• Extremely limited report configuration without significant customization
• Too many arbitrary limits like vendor name that forced partial names into the address
• Very outdated UI
• Very siloed forcing users to open different applications for different functions

It solves all our needs the exact way we imagined it. coming across monday gave us the feeling that we designed the program ourselves to work for the use cases we had in mind.

A few features could use improvements, but this is one of the best tools on the market for productivity enhancement. I have researched, used, and reviewed several analogous platforms, and none have the intuitive interface offered by Monday.com. While other platforms may offer more in the way of document development or complex management applications, Monday is user-friendly and ready for integration with other work performance tools.

Sage is somewhat easy to use as far as its simplicity, however, when I first started using it I really wished there were more training materials available. As I did research to figure out what resources were there to learn how to use the paid software, all I found were courses you have to pay for. In my personal opinion, I don't think you should have to pay to learn how to use a software you bought.

There have only been 2 instances in the past year where monday.com was down.

Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")

The platform has worked so well that I have not needed to contact their service team yet, so I'm not sure how fast their response times are. I imagine they must be really fast to reply though if people have needed to contact them as infrequently as I have! I marked it as a 10 because I couldn't select the "?" on the slider, but didn't want to give them a 1 for a service that I haven't had an opportunity to use.

They have a very quick, responsive team that assists. They also have great higher-level engineers who assist in more complicated matters and all in all, you need a support team that is quick to respond when you are in the middle of business crises.

To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.

We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.

We used an excel spreadsheet to track our month end close process previously which created a lot of issues around only one person being able to be in the checklist at any given time. Additionally, we were unable to have excel notify us when a task we need to have completed was done, but Monday.com has completely changed that for us!

We currently have Sage in place which handles the majority of our business needs on the back end, but compared to some others that are on the market like Builder Trend, it does lack the client facing side of the house. To make it a better product, a client facing portal would be best so they can be up to date.

For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.

• Time Savings to have a general repository to track ongoing clients across a variety of sources and platforms.
• Increase in closing new business leads that were previously lost in email and forgotten.
• Improved budget planning as I can see at a glance when projects are due and the associated project cost/projected income.

• The accounting functions (AP, AR, GL) are mature so it does a great job with core financials. The reports are flexible so it does a good job of providing flexibility in report writing. The application is written for a workgroup so multiple people can use it at the same time. The transaction detail is strong so that a transaction can be rolled back if necessary.