Introducing a new tool to your tech stack (and team) can feel overwhelming, with plenty of moving parts before, during, and after implementation. Breaking down the process into manageable milestones is key to staying organized and on track. To help you navigate your journey, we’ve compiled answers to the most common questions teams ask when implementing monday.com.
1. Can we prep before implementation?
Absolutely — and you should! Preparing your business processes in advance is arguably the most critical step. This starts with mapping out how your teams work, to creating, approving and distributing deliverables. Ask yourselves: what does our process flow look like from start to finish? What types of deliverables do we create? Who reviews and approves them?
Gather your team, and openly discuss workflows, terminology, and the everyday details that impact project management. This process will set the foundation for building smooth workflows in monday.com and aligning your team on expectations. Remember, roughly 80% of the work is in the planning! A clear structure will make your monday.com implementation much easier. Any process maps or visuals you can build ahead of time will significantly speed up the implementation process.
2. What do I need to do before going live?
Once you’ve ironed out your business processes, it’s time to set up a rollout plan. How will you communicate objectives, expectations, and timelines to the rest of the team? A monday.com partner, such as OrangeDot, can be a huge asset here, helping you define and execute an implementation plan that keeps everyone in the loop.
Also, assign roles on monday.com early. Who will be admins or “super users?” Each department or team should have at least one super user who can be the internal monday.com champion. Who needs access to which boards? Clarifying roles now will avoid confusion later. Check out this article for a breakdown of monday.com roles.
Lastly, review your current tech stack. Which tools are essential, and which can be retired? Knowing your tech inventory will help you integrate the right tools with monday.com and identify essential data for migration.
3. How do I integrate monday.com with my existing tech stack?
Integrations are crucial for a seamless, centralized workspace. They streamline processes, sync tools, and save time by reducing manual work. Once you know which tools to keep, work with a monday.com partner, like our team at OrangeDot, to set up efficient integrations.
Although monday.com native marketplace integrations are straightforward and code-free, our experts can optimize the setup, test connections, and monitor data flow to ensure accuracy and efficiency.
4. What’s the best way to migrate data into monday.com?
Data migration is essential, but be sure to start with clean data to avoid clutter. Ensure you understand each tool’s purpose and data type to avoid duplicate entries, which can confuse the team. If you’re using the API to migrate, clean the data in your systems prior to moving them. If you’re exporting data in CSVs, you can clean after the export.
Just as with integrations, data migration is smoother with a monday.com partner. At OrangeDot, we’re experienced in planning and executing data migrations, ensuring your monday.com workspace starts off strong and organized.
5. How can I best support my team after launch?
Engage your team by offering regular training and highlighting new features. Monday.com frequently releases updates that enhance productivity, and there are plenty of resources available: the monday.com blog, YouTube channel, Academy, and Community Forum offer constant learning opportunities.
To encourage adoption, make monday.com your “single source of truth.” Refer to it during meetings, project updates, and check-ins so that it becomes an integral part of daily work life.
Ready to start your implementation journey?
We’re here to help! Reach out to OrangeDot for a free consultation to discuss your monday.com implementation: Contact Us.
