Item: monday.com
Rating: 10
Author: Dawn Dominick

Use Cases and Deployment Scope

As a boutique human performance consulting firm we have used monday.com as our platform for all parts of the business, from Business Development, Recruitment, managing Clients and their project, Resource Management, HR/Onboarding, internal project management, time keeping and Operations. Our infrastructure is fully integrated into monday.com and we try to use all available features to keep us connected and work asynchronously as an organization. We are a fully remote organization so having the ability to focus on tasks that matter instead of spending meetings on status updates, project executions and timelines we are able to connect as an organization because of the power of monday.com.

Pros and Cons

Create a one stop shop for our entre team to see what is happening on any part of the business at one given time.
We are able to manage our Business Development pipeline from initial conversation all the way through to the end of the project lifecycle where we wrap up the project.
Manage and track our contractors, their projects, rates and availability.
Completely automated (besides the interviews) applicant tracking system and onboarding process.

Custom columns templates. The ability to not edit custom columns is quite cumbersome and make it hard to use, since things change all the time, having the ability to edit (as an admin) the columns and they are changed throughout the system would be game changing
Better reporting. Its a great reporting dashboard and recognize that is not completely monday.com's purpose, but its not always intuitive especially for new users and would like to be able to use more identifiers/factors to build out the dashboards. Also I have a ticket open for this but the skewing of data on the dashboard is a frequent occurrence in my organization
Gantt and Timeline (similar to dashboards) are a little funky to manage
Continued security customization is always nice
Chat feature within monday.com- We have a lot of clients who are guests and we would love to have the ability 'Chat" with them (outside the update bubbles) Doesn't have to be a complete design like teams but maybe every board has the ability to add a chat widget that guests could access.
Improve some of the formula and connect column functionality without having to create MAKE scenarios or alot backend work
Documentation of our workflows. We have a very complex system and its hard to see how everything connects

Return on Investment

Quickly onboard team members and project members for clients within 1-43 hours depending on complexity of project
We are a radically transparent organization and we share everything with our colleagues so having a structure that is set up with workspaces and boards that are "templates" our team can easily search and navigate the system because of the structure monday.com has made.

Usability

Many of my colleagues have mentioned its about a 6 week learning curve when joining our organization and much of that is because of monday.com and utilizing our complex design. Overall the system is really intuitive and most of our team understands the mechanics but how it weaves in and out of our organization can be challenging. The concept of no email is a very big part of our culture and takes some getting used to for our team, but once they start using it (its a mindshift) they love how everything is contextually in one space and we can follow along as an organization instead of being siloed.

Support Rating

Some of the back and forth with Customer Service can be exhausting. I constantly feel like I am chasing the team for support or updates on a particular issue. Granted some of our issues are pretty complex, but I am constantly trying to navigate so that in one email I can let the monday.com team, know the boards impacted, a video with the issue, access granted for the boards/instance, timing and impact. I struggle with the questions on when they asked "when did I see this happening, and how long has it been happening and who is impacted". For my organization it is always all of our users (members, guests and viewers) because we share the data externally. I also get frustrated when monday.com has issues around the setup, cookies and cache or telling me to go incognito. When it impacts our clients I don't have that luxury to go tell them hey the solution to this is to just open this dashboard/board in an incognito window, or go clear your cookies/cache for it to work. I feel like there needs to be a better direction for solving. Working with Cherryl who I believe has been my Customer Service Manager has been really great for the most part, its when we start talking to the technical people. I also would like to see a little bit more conversation or trouble shooting between app developers and monday.com. Sometimes it takes monday.com 2-3 weeks (after the back and forth emailing) only for them to come back and say... nope not us its the developer (Jetpack in particular) so then I have to recreate all of the issue and re-explain and re-go back and forth over the issue which take another 2-3 weeks in some cases. That is not productive especially for a live environment and a waste of time. I have noticed and appreciate the Zoom/Calendly set up that is now occurring so that is a definite improvement. The community is also a great resource for finding solutions so keep that up!

Reliability & Availability

Overall the performance has been pretty great. There are slow days and obviously when multiple boards, connections or automations are in place the performance can be a bit slow. Honestly my biggest headache right now is the VLOOKUP by Jetpack and its integration with monday.com. We use VLOOKUP so frequently and while I know you all have the match feature it would be great to have a more integrated monday.com solution without all the hiccups.

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?

I wasn't involved with the selection/purchase process

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Other Software Used

Microsoft Teams, QuickBooks Online, Miro, Canva, Hootsuite, Calendly, Articulate 360

Likelihood to Recommend

Complex accounting and finance work would still need to be improved on monday.com, but also recognize that is not the purpose. Honestly there hasn't been a situation as as small consulting business where we haven't used monday.com in some capacity. Our organization is run completely off of monday.com and we continuously are looking for ways to add and improve as our company matures. Every aspect of our business is on monday.com and it really makes our consulting lives so easy to communicate and connect.

monday.com saves Sanity!!

Overall Satisfaction with monday.com