Item: monday.com
Rating: 10
Author: Neale Forbes

Use Cases and Deployment Scope

We use it to see a snapshot of any process and where it is that we are reviewing or implementing for clients. The notes section also keeps everyone deeply informed and forms a robust audit trail.

Pros and Cons

Permits notes and chat functions.
Will export the work flow once finalised for audit purposes.
Templated workflow can be improved on the fly,
Workflow status can be colour coded for great visual snapshot of a status.

Easier customisation of automated functions.

Return on Investment

I have never been less stressed about the current position of the practice.
Employee engagement is at a record high.
Service standards have been lifted.

None of the staff have had to receive formal training. It's genuinely user-friendly and can be set up and used within minutes. All staff can evolve and personalise their points of touch to be more compliant and informative.

Support Rating

As we have never had any issues with it, or the help functions have sufficiently guided us we have never needed to contact monday.com.

Reliability & Availability

This clouded software solution has never been down on us. It has always been reliable, creating a first-class experience from the get-go.

Key Insights

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Other Software Used

Dropbox Business, Microsoft 365 (formerly Office 365), Adobe Acrobat Reader DC

Likelihood to Recommend

We can track each step of the onboarding and implementation of a new client, as well as the functions and steps of an annual review for an existing client. The follow-up dates are easy to track and filter. The outstanding workflow of any team member can be filtered with a click. We know where all aspects are at and who is responsible for each outstanding step.

Visual Practice Workflow Snapshot - Accountability

Overall Satisfaction with monday.com