Resources

Case studies

How a Global Cosmetics Brand Achieved Full Visibility into Product Launches

Our client’s product launch teams struggled with coordinating work across dozens of boards and workspaces in monday.com. Each team knew what they were responsible for but lacked insight into other departments’ timelines and priorities, leading to unnecessary delays. The team knew they needed to increase productivity without increasing headcount which meant they had to rethink current processes and how their teams and data were organized.

Blog posts

Discovery Sessions Explained: Part 2 (Integrations + Migrations)

Once your team has established alignment on high-level areas like business processes, roles, and responsibilities, it’s time to dive into the next critical stage of Discovery: integrations and migrations. There is much to think through when you’re bringing data over from a legacy system into monday.com - the goal should always be to make your day-to-day operations easier, not more complicated.

Blog posts

Discovery Sessions Explained: Part 1 (General Questions to Ask)

The Discovery phase is often skipped, rushed, or misunderstood. That’s why we’ve developed this blog series entirely dedicated to making the process easier for you. In this first blog post, we’ll explore some foundational questions we use to help teams navigate through this process. These questions encourage you to zoom out from your day-to-day and assess your team’s operations at a higher level.

Case studies

How an SVP of a major public transit agency streamlined high-volume influx of projects

The SVP of this public transit agency, on average, has over 60 projects and hundreds of documents to review on a regular basis, so it was critical for the team to streamline their processes, store everything in a central hub, and provide more visibility to the SVP so she could understand the status of projects and clearly see what she needed to review and approve. ‍

Blog posts

Working smarter with monday.com's custom workflow builder

For project managers juggling countless tasks, efficiency isn’t just a nice-to-have—it’s essential. monday.com’s Custom Workflow Builder is a game-changer, offering tailored solutions to streamline operations and align workflows with your organization’s unique processes.

Blog posts

Managed Templates: monday.com’s newest template feature

When you’re managing operations and business processes on a larger scale, every second of your time counts! Chances are, if you’re in this situation, you’re managing multiple boards on your monday.com workspace. Luckily, managed templates, one of monday.com’s newest features, enables project managers to better manage standardized projects at scale.

Blog posts

Top 5 marketing must-haves in monday.com: how to simplify, streamline, and succeed

If you’re a marketer, you’re no stranger to juggling multiple projects at once. With an endless to-do list spanning strategic planning, event management, keeping assets organized, sales support, content creation, and managing campaigns, it can feel like you’re constantly running at full speed. Learn how monday.com can streamline your processes and make your workflow more efficient!

Blog posts

Implementing monday.com: your guide to a smooth transition

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.

Case studies

How K18 used monday CRM to streamline their sales pipeline

A K18 account representative was managing all of her client relationships and entire sales pipeline in an Excel spreadsheet, resulting in a significant amount of manual work. Collaboration with distributors and salons was challenging, and there was no clear paper trail to track her sales activities properly. Learn how OrangeDot's solution helped streamline K18's sales process.

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