Case Study: Creating and Implementing a Customized Work Management Process, using the Monday Platform

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Q: What is Monday? A: Excel on Steroids.

Q: Would my business benefit from using Monday?
A: Well, it depends on how often you rely on excel spreadsheets to run various parts of your business. Basically, how many spreadsheets do you have to track your business? If you have a lot of spreadsheets, you’ll love how easy it is to create, share and keep track of all your various business tasks. If you have none, you probably should have some, so Monday is a good way to start, customize and keep track of all your business tasks as you grow and need more control over your business.

Organizing Existing Business Tasks in Monday

Employee Time Tracking: We created a customized system that allowed each employees to log time to client accounts and, if applicable, specific job requests.

Client Tracking: We created a simple Client List in Monday that included existing clients with the ability to add new clients.

Job Tracking:

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