monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
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WorkflowMax
Score 8.1 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
monday.com is the best time and task managing tool I've used while working in a design team. It can be customized extensively and adapted to a company's and team's needs. In my particular case, it has helped enormously to separate the tasks from the design team from the software development team, who have different needs.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
Exporting of Gantt charts for PowerPoint Presentations
Easier integration needed with Microsoft Azure ADO
Date Completion versus Due Date versus Completion Status - The completion status was often wrong, even though the project was completed by the due date. Seems to have corrected itself over time. So maybe there was an issue (bug) that was fixed.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
We rely on monday.com to track clients. There is currently not another software out there that we would prefer to use for client management, so I do not see a reason why we wouldn't renew our subscription with monday.com.
Though I think I'm fairly technically savvy, I did not need training to create boards and systems that were familiar to me. And when I do need some guidance, I have been successful in finding help with simple searching or have had great success with getting help from the Team at monday.com just by asking a question.
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?")
Unfortunately, this is one of the most significant areas for improvement with Monday.com. Monday.com boasts 24/7 service, but in my experience, it does little to deliver. On several occasions, I have reached out to Monday with long delays and lagging response times. This seems to be the one area where other platforms have Monday.com beat. While this platform is my favorite, its lackluster customer service has tainted my experience and motivated me to look elsewhere for similar services.
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.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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!
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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.
Personally, I feel like I've been easily getting at least 10x-20x the number of projects done since using Monday. Going from having to keep track of assignments via marking emails as unread to tracking projects in monday.com has SUPERCHARGED the way I work.
It has brought my team together into a cohesive whole. Being able to tag each other in project updates, create new projects and assign them to each other, and see where everyone is at on their tasks has saved so much time emailing/messaging people and helped us each appreciate what everyone else contributes more. We're communicating way better!
Being able to search for documents and project updates has made my work more efficient. I no longer have to ask someone to email me a graphic or document - I can simply search for the related task in monday.com and grab what I need!
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
