After the training sessions, the users have the task of starting to apply the knowledge gained in each of their products, then the consulting step begins.

Account mapping and structuring

• Understanding with the help of interviews at the departmental level, the departmental hierarchy and the way in which the departments work together.

Support for automation and integration

• Providing support for setting up advanced workflows to support complex solutions and structures. Applying team expertise and industry best practices to help you identify the most efficient workflows.

Implementation of the data tables, the scoreboard and the criteria of interest

• Creating customized dashboards and dashboards according to the specific needs of your customers;
• Establishing an in-depth understanding of the various use cases of the client's organization;
• Structuring the account to improve workflows and day-to-day work.

Completion reporting and analysis

• Reconfiguration following testing by the client of reporting processes and dashboards according to the feedback of users.

Implementation of the workflow of complex processes

• Create advanced solutions to support complex workflows and projects;
• Configuring robust recipes and integrations across multiple boards, workspaces and external systems to synchronize data;
• Streamlining the processes within the teams and departments within the organization.

If you need more information on any of the stages, please contact us. If you want to start implementing and using monday.com services, fill in the form below and our experts will contact you.