[{"data":1,"prerenderedAt":13238},["ShallowReactive",2],{"navigation":3,"footer-data":51,"blog\u002F\u002Fblog\u002Fmonday.com-project-vs-department-boards\u002F":74,"blog-categories":552,"blog-post-slider":9641},[4,22,32,42],{"title":5,"path":6,"stem":7,"children":8,"navigationData":21},"Polished Geek Services | monday.com Certified Consultants","\u002Fservices","01.services\u002Findex",[9,13],{"title":5,"path":6,"stem":7,"navigationData":10},{"title":11,"bg":12},"Services","mblue",{"title":14,"path":15,"stem":16,"children":17,"navigationData":20},"Polished Geek Services | monday.com Certified Consultants ","\u002Fservices\u002Fppc","01.services\u002Fppc\u002Findex",[18],{"title":14,"path":15,"stem":16,"navigationData":19},{"title":11,"bg":12},{"title":11,"bg":12},{"title":11,"bg":12},{"title":23,"path":24,"stem":25,"children":26,"navigationData":31},"About Polished Geek","\u002Fabout","02.about\u002Findex",[27],{"title":23,"path":24,"stem":25,"navigationData":28},{"title":29,"bg":30},"About","myellow",{"title":29,"bg":30},{"title":33,"path":34,"stem":35,"children":36,"navigationData":41},"Do more with monday.com | The Polished Geek Blog","\u002Fblog","03.blog\u002Findex",[37],{"title":33,"path":34,"stem":35,"navigationData":38},{"title":39,"bg":40},"Blog","mpurple",{"title":39,"bg":40},{"title":43,"path":44,"stem":45,"children":46,"navigationData":50},"Contact Polished Geek | Send us a message.","\u002Fcontact","05.contact\u002Findex",[47],{"title":43,"path":44,"stem":45,"navigationData":48},{"title":49,"bg":12},"Contact",{"title":49,"bg":12},{"id":52,"address":53,"agile_email":54,"agile_monday_address_line_1":55,"agile_monday_address_line_2":56,"agile_pg_address_line_1":57,"agile_pg_address_line_2":58,"description":59,"email":54,"extension":60,"meta":61,"phone":70,"slug":71,"stem":72,"__hash__":73},"footerData\u002Ffooter\u002Findex.md","500 Westover Drive, Suite 6832, Sanford, North Carolina 27330","experts@polishedgeek.com","225 Park Ave South","New York, New York 10003","500 Westover Drive, Suite 6832","Sanford, North Carolina 27330","Guiding organizations from operational chaos into operational excellence.","md",{"navigation":62,"body":63},false,{"type":64,"value":65,"toc":66},"minimark",[],{"title":67,"searchDepth":68,"depth":68,"links":69},"",2,[],"919-275-0676",null,"footer\u002Findex","bHLm8cEcH4Y-_VvO9e1nuxQSKNmlAu1G6S5bOXTbB_E",{"id":75,"title":76,"author":77,"authorAvatar":78,"authorImg":79,"body":80,"category":515,"date":518,"description":519,"extension":60,"hero":520,"image":538,"imageAlt":539,"meta":540,"metaData":543,"navigation":525,"part":71,"path":547,"readingTime":548,"seo":549,"shortDescription":519,"stem":550,"titleBr":76,"videoId":71,"__hash__":551},"blogPost\u002F03.blog\u002FMonday.com Project vs Department Boards\u002Findex.md","Choosing the Right Board Methodology Before You Build in monday․com","Liz Perry","\u002Fimages\u002Fcontent\u002Fliz_avatar.png","\u002Fimages\u002FMondayBlog\u002FLizAvatar.png",{"type":64,"value":81,"toc":510},[82,86,106,115,118,124,128,134,158,171,190,204,222,252,270,277,281,292,307,318,333,354,369,380,395,405,422,425,454,457,474,481,490,499],[83,84,76],"h2",{"id":85},"choosing-the-right-board-methodology-before-you-build-in-mondaycom",[87,88,89,90,99,100],"p",{},"One of the most important decisions in monday․com is ",[91,92,95],"span",{"className":93},[94],"text_blue",[96,97,98],"strong",{},"how work will be structured."," Choosing the right board methodology is a change management decision that will impact ",[91,101,103],{"className":102},[94],[96,104,105],{},"adoption, reporting, scalability, and trust in the system long-term.",[87,107,108,109],{},"There is no single right answer here, as each team and culture is unique. But if teams skip this analysis step, ",[91,110,112],{"className":111},[94],[96,113,114],{},"they often end up rebuilding later.",[87,116,117],{},"This guide will help you intentionally choose the board structure that best supports how your organization works today, and how it needs to scale tomorrow",[87,119,120],{},[121,122],"img",{"alt":76,"src":123},"\u002Fimages\u002FMondayBlog\u002FChoosing-the-Right-Board-Methodology-Before-You-Build-in-monday.jpg",[83,125,127],{"id":126},"methodology-option-1-project-boards","Methodology Option 1: Project Boards",[87,129,130,133],{},[96,131,132],{},"Best for:","\nOrganizations managing a moderate number of projects that require cross-functional collaboration and shared visibility",[135,136,140,151],"blog-post-float",{"className":137},[138,139],"type_flex","magnifier_rotate",[141,142,143],"template",{"v-slot:icon":67},[87,144,145],{},[121,146],{"alt":147,"src":148,"className":149}," What This Looks Like","\u002Fimages\u002Ficons\u002FmagnifierWithHandShadow.svg",[150],"float-left",[141,152,153],{"v-slot:heading":67},[154,155,157],"h3",{"id":156},"what-this-looks-like","What This Looks Like",[159,160,161,165,168],"ul",{},[162,163,164],"li",{},"Each project lives on its own board",[162,166,167],{},"Tasks from all departments exist together on that board (all columns are shared by all departments)",[162,169,170],{},"Where do you find your work? Individuals manage their workload through the My Work area.",[135,172,175,184],{"className":173},[138,174],"pros-cons_icon",[141,176,177],{"v-slot:icon":67},[87,178,179],{},[121,180],{"alt":181,"src":182,"className":183}," Pros","\u002Fimages\u002Ficons\u002Fchecked.svg",[150],[141,185,186],{"v-slot:heading":67},[154,187,189],{"id":188},"pros","Pros",[159,191,192,195,198,201],{},[162,193,194],{},"One board per project with interdepartmental visibility",[162,196,197],{},"Rolls up to a Portfolio than can have specialized reporting on boards connected to that portfolio.",[162,199,200],{},"Easy to see all tasks related to a specific project in one place",[162,202,203],{},"My Work aggregates daily to-dos across all project boards",[135,205,207,216],{"className":206},[138,174],[141,208,209],{"v-slot:icon":67},[87,210,211],{},[121,212],{"alt":213,"src":214,"className":215}," Cons","\u002Fimages\u002Ficons\u002FworkflowX.svg",[150],[141,217,218],{"v-slot:heading":67},[154,219,221],{"id":220},"cons","Cons",[159,223,224,232,235,238,249],{},[162,225,226,227,231],{},"Some teams dislike relying on ",[228,229,230],"em",{},"My Work"," as their primary task view (it only has three customizable columns)",[162,233,234],{},"Searching for the right board can be time-consuming",[162,236,237],{},"All teams must share the same column structure (monday․com limits projects to ~200 columns)",[162,239,240,241],{},"Teams often resist sharing boards due to competing workflows and views\n",[159,242,243,246],{},[162,244,245],{},"Board connections scale poorly",[162,247,248],{},"Connection columns are capped (currently ~60 per column and ~200 per portfolio), so each new project can add complexity.",[162,250,251],{},"One project can only be connected to one Portfolio, which can limit channel or reporting visibility.",[135,253,255,264],{"className":254},[138],[141,256,257],{"v-slot:icon":67},[87,258,259],{},[121,260],{"alt":261,"src":262,"className":263}," Change Management Consideration","\u002Fimages\u002Ficons\u002FconversationShadow.svg",[150],[141,265,266],{"v-slot:heading":67},[154,267,269],{"id":268},"change-management-consideration","Change Management Consideration",[87,271,272,273,276],{},"Project boards work best when teams are aligned on ",[96,274,275],{},"shared workflows, shared language, and shared ownership, and"," understand how to quickly find all project boards. Without that alignment, boards tend to fracture into workarounds and side systems.",[83,278,280],{"id":279},"option-2-departmental-boards","Option 2: Departmental Boards",[87,282,283,285,286],{},[96,284,132],{},"\nOrganizations with ",[91,287,289],{"className":288},[94],[96,290,291],{},"specialized teams, high project and\u002For task volume, and a need for clear ownership and scalable reporting.",[135,293,295,302],{"className":294},[138,139],[141,296,297],{"v-slot:icon":67},[87,298,299],{},[121,300],{"alt":147,"src":148,"className":301},[150],[141,303,304],{"v-slot:heading":67},[154,305,157],{"id":306},"what-this-looks-like-1",[159,308,309,312,315],{},[162,310,311],{},"Each department has one primary board which is the source of truth for that team",[162,313,314],{},"All work for that team lives in one place",[162,316,317],{},"There is one central request form and that form will send the proper tasks to the department boards based on request type and departmental data needed to begin the task.",[135,319,321,328],{"className":320},[138,174],[141,322,323],{"v-slot:icon":67},[87,324,325],{},[121,326],{"alt":181,"src":182,"className":327},[150],[141,329,330],{"v-slot:heading":67},[154,331,189],{"id":332},"pros-1",[159,334,335,338,341,348,351],{},[162,336,337],{},"Each team has a board designed specifically for how they work",[162,339,340],{},"Only the columns, statuses, and fields that team actually needs",[162,342,343,344,347],{},"A true ",[96,345,346],{},"single source of truth"," per department",[162,349,350],{},"No searching across dozens of project boards",[162,352,353],{},"Easier long-term scalability for reporting and dashboards",[135,355,357,364],{"className":356},[138,174],[141,358,359],{"v-slot:icon":67},[87,360,361],{},[121,362],{"alt":213,"src":214,"className":363},[150],[141,365,366],{"v-slot:heading":67},[154,367,221],{"id":368},"cons-1",[159,370,371,374,377],{},[162,372,373],{},"Requires more intentional upfront design and data structure",[162,375,376],{},"Rollups and mirrored data must be structured correctly",[162,378,379],{},"Slightly more complex initial build to ensure data lives in the right place and reports accurately, but highly scalable once the work is complete",[135,381,383,390],{"className":382},[138],[141,384,385],{"v-slot:icon":67},[87,386,387],{},[121,388],{"alt":261,"src":262,"className":389},[150],[141,391,392],{"v-slot:heading":67},[154,393,269],{"id":394},"change-management-consideration-1",[87,396,397,398,404],{},"Departmental boards support ",[91,399,401],{"className":400},[94],[96,402,403],{},"clarity, autonomy, and ownership."," When designed intentionally, teams gain confidence in their data and leaders gain reliable visibility without adding administrative burden to day-to-day work.",[135,406,408,417],{"className":407},[138],[141,409,410],{"v-slot:icon":67},[87,411,412],{},[121,413],{"alt":414,"src":415,"className":416},"How to Decide: Ask These Questions First","\u002Fimages\u002Ficons\u002FquestionShadow.svg",[150],[141,418,419],{"v-slot:heading":67},[83,420,414],{"id":421},"how-to-decide-ask-these-questions-first",[87,423,424],{},"Before building anything in monday․com, ask:",[159,426,427,436,445,448,451],{},[162,428,429,430],{},"Do teams need ",[91,431,433],{"className":432},[94],[96,434,435],{},"shared boards, or team-specific boards?",[162,437,438,439],{},"Is work best understood ",[91,440,442],{"className":441},[94],[96,443,444],{},"by project, or by department execution?",[162,446,447],{},"How many projects do we realistically run per year?",[162,449,450],{},"How important is scalable, real-time reporting across teams?",[162,452,453],{},"Do teams need visibility into incoming work before it’s ready to start?",[87,455,456],{},"👉👉 Your answers will point directly to the right methodology and prevent costly rebuilds later.",[135,458,460,469],{"className":459},[138],[141,461,462],{"v-slot:icon":67},[87,463,464],{},[121,465],{"alt":466,"src":467,"className":468},"The Polished Geek Approach","\u002Fimages\u002Ficons\u002FlifesaverShadow.svg",[150],[141,470,471],{"v-slot:heading":67},[83,472,466],{"id":473},"the-polished-geek-approach",[87,475,476,477,480],{},"At Polished Geek, we don’t start with the build, we start with ",[96,478,479],{},"how work flows."," Through discovery and process mapping sessions, alongside co-creation, we help teams choose the methodology that aligns with their structure, goals, and growth plans before anything is built.",[87,482,483,484],{},"This ensures teams have a voice in the build of their environment and autonomy in execution, leadership gets trusted reporting, and ",[91,485,487],{"className":486},[94],[96,488,489],{},"adoption happens faster because it makes their work easier.",[87,491,492,493],{},"Choosing the right board methodology upfront ",[91,494,496],{"className":495},[94],[96,497,498],{},"can save months of rework and frustration later.",[87,500,501,502,509],{},"If you’re unsure which structure fits your team, ",[503,504,508],"a",{"href":505,"dataHref":506,"dataCtaId":507},"#","contactFormModal","blog-monday-project-vs-dept","a free strategy session"," can help you pressure-test your approach before you build so monday will scale with you, not against you.",{"title":67,"searchDepth":68,"depth":68,"links":511},[512,513,514],{"id":85,"depth":68,"text":76},{"id":126,"depth":68,"text":127},{"id":279,"depth":68,"text":280},[516,517],"change-management","resources","2026-02-16","Most monday.com REbuilds start here. How choosing the right board methodology upfront drives adoption, reporting clarity, and long-term scalability.",{"fill":521,"position":522,"image":523,"icon":524,"border":529,"triangle":533,"title":535},"lgray","right",{"active":62},{"active":525,"url":526,"margin":527,"className":528},true,"\u002Fimages\u002Ficons\u002FHandWithChessFigureShadow.svg","-5%","hand-with-chess-figure",{"active":525,"type":530,"position":531,"fill":532},"type-4","top","blue",{"active":525,"imageZone":525,"fill":534},"yellow",{"text":536,"fs":537},"monday.com \u003Cspan class=\"bgs bgs_mpurple\" style=\"white-space: nowrap;\">Project Boards\u003C\u002Fspan> \u003Cbr>vs\u003Cbr> \u003Cspan class=\"bgs bgs_mblue\" style=\"white-space: nowrap;\">Department Boards\u003C\u002Fspan>","2x","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fchoosing-the-right-board-methodology-before-you-build-in-mondaycom.png","Change Management Activity at Elevate 2025 Conference",{"metaTitle":541,"className":542},"Project Boards vs Departmental Boards: Choose Before You Build | Polished Geek | Monday.com Platinum Partner","blog-post-new-design",[544],{"name":545,"content":546},"keywords","change management process, organizational change management, agile project management, Six sigma black belt, what is monday.com, Elevate 2025 conference","\u002Fblog\u002Fmonday.com-project-vs-department-boards","6 min.",{"title":76,"description":519},"03.blog\u002FMonday.com Project vs Department Boards\u002Findex","zcaMSDI0l6NvakBcobZOedjTW4ZsQCdUC3BEjvSDyHQ",[553,755,1061,1353,1753,1994,2233,2829,3123,3459,3789,4179,4583,4967,5391,5779,6092,6506,6710,6905,7997,8377,8813,9038,9393],{"id":554,"title":555,"author":556,"authorAvatar":557,"authorImg":558,"body":559,"category":731,"date":734,"description":563,"extension":60,"hero":735,"image":744,"imageAlt":71,"meta":745,"metaData":747,"navigation":525,"part":71,"path":750,"readingTime":751,"seo":752,"shortDescription":71,"stem":753,"titleBr":555,"videoId":71,"__hash__":754},"blogPost\u002F03.blog\u002F11 Ways monday.com Can Help You Run Your Business and Your Life\u002Findex.md","11 Ways monday.com Can Help You Run Your Business and Your Life","Deb Cinkus, PMP","\u002Fimages\u002Fcontent\u002Favatar_2.png","\u002Fimages\u002FMondayBlog\u002FDebAvatar.png",{"type":64,"value":560,"toc":715},[561,564,567,574,578,581,598,602,605,608,612,615,619,622,626,629,633,636,640,643,646,650,653,657,660,663,667,670,673,677,680,697,700,704,707],[87,562,563],{},"There’s that old saying, “Failing to plan is planning to fail.” We all know the struggle to stay on top of your workload and commitments without having a reliable tool to help organize our business and life. But what if you did have that tool?",[87,565,566],{},"monday.com is a project management software that matches work teams with a complete suite of tools to help them work smarter. It combines task management, collaboration tools for teams, and personal productivity all in one place. Perhaps the only project management app you’ll ever need, monday.com is designed to balance both your professional and personal life.",[87,568,569,570,573],{},"How can you organize a business with monday.com? Here are ",[96,571,572],{},"11"," simple ways:",[83,575,577],{"id":576},"_1-manage-your-week","1. Manage Your Week",[87,579,580],{},"The monday.com platform is loaded with tools that will help you structure your schedule and cut down on unnecessary busywork.",[159,582,583,586,589,592,595],{},[162,584,585],{},"Set a new priority for each day of the week to get ahead of your goals and prioritize them more efficiently.",[162,587,588],{},"Set milestones for finishing projects to keep yourself on track, then monitor your progress as you go along.",[162,590,591],{},"Add due dates and customize them to suit your personal work schedule and deadlines so that you will get that project completed on time.",[162,593,594],{},"Leverage the power of delegation by creating tasks and assigning them to team members so they can do them on your behalf.",[162,596,597],{},"Schedule meetings in advance to further define your priorities and stay on track.",[83,599,601],{"id":600},"_2-personalized-to-do-lists-to-never-miss-a-deadline-again","2. Personalized To-Do Lists to Never Miss a Deadline Again",[87,603,604],{},"monday.com includes a wide range of personalization features. You can make to-do lists, attach files, and send reminders to employees and team members to get their work done. That can help you manage your projects and time more efficiently. Not only can you get more work done, but you can create more time for yourself while you’re at it.",[87,606,607],{},"One of the nicest features about monday.com is that its personalization options don’t end with you. For example, you can make tasks and assignments specific to each team member. That means if you know a task is likely to be stressful or difficult for someone, or if it suits one team member’s skill set better than another’s, you can assign the project accordingly using monday.com. Once assigned, you can search for tasks by the client, location, project name, or specific team member and even view their daily or weekly progress.",[83,609,611],{"id":610},"_3-powerful-integrations-to-simplify-your-work","3. Powerful Integrations to Simplify Your Work",[87,613,614],{},"Love using a certain tool? You can integrate it with monday.com in a few clicks and keep all your data and information updated in one place. You can then connect that data with 40+ integrations from different tools across departments, so everyone has access to the same data. Import and export your data quickly and easily so you and your team can prioritize your time accordingly. monday.com's deep integration with WordPress.com allows you to set up blogs and social media posts, as well as embed images and video directly into your workflow.",[83,616,618],{"id":617},"_4-intelligent-time-management","4. Intelligent Time Management",[87,620,621],{},"monday.com dashboards makes it easy to manage work and personal schedules. You'll get real-time notifications on whatever needs your attention, and you'll be able to pin important deadlines on your calendar or to-do list to make sure nothing slips through the cracks. You'll also have full visibility of your projects and their status through the same dashboard, and you can share updates with your team about your workflow as you go along.",[83,623,625],{"id":624},"_5-workflow-management","5. Workflow Management",[87,627,628],{},"monday.com automated workflow systems can help keep everyone on the same page. It groups project tasks together into the same workspace, where you’ll be able to monitor everyone's progress as you collaborate toward business goals. As each team member finishes, they can mark individual tasks as complete and even add a note for the next person who reviews their data. Finishing your work more efficiently like this is both profitable and productive — you can create a lot more time outside of work to focus on your self-care and personal goals.",[83,630,632],{"id":631},"_6-prioritize-by-urgency-or-importance","6. Prioritize by Urgency or Importance",[87,634,635],{},"monday.com provides users with an intuitive, visual prioritization tool, which helps teams find and prioritize what’s most important to them. This allows everyone to contribute to the plan, so team members can build a comprehensive view of what needs to be done. No more procrastinating on the most important tasks until the very end; no more letting hard tasks slip through. monday.com uses a prioritization algorithm powered by machine learning that ensures only relevant and urgent tasks are noted first. That helps your most critical work finish first, while your to-do list avoids becoming too messy.",[83,637,639],{"id":638},"_7-integrated-work-communications","7. Integrated Work Communications",[87,641,642],{},"With its flexible pricing model, monday.com has helped thousands of small businesses and entrepreneurs achieve business excellence by eliminating unnecessary tasks that take a lot of time. With the ability to prioritize your tasks, track your progress, and streamline the many different operations your business takes on, you can achieve productivity on a larger scale without overwhelming either your work or personal life.",[87,644,645],{},"monday.com also comes with important communication tools for you and your team members. It’s made with a hybrid work environment in mind. Whether your team works in-person at the office or remotely, or both, or one or the other at different times of the year, monday.com helps you stay in close contact with them wherever they are. You can even schedule meetings to discuss projects or share your thoughts with your team.",[83,647,649],{"id":648},"_8-robust-information-systems","8. Robust Information Systems",[87,651,652],{},"With monday.com, you can manage your ongoing work projects, take over as manager if need be, and gain peace of mind knowing your projects are progressing toward their upcoming deadline. monday.com offers a best-in-class project management solution with a fully integrated platform that enables users to create and assign projects, prioritize different tasks, track one another’s progress, communicate with teams and clients, and gain new insights with actionable alerts. All this takes place on an elegant interface that makes working with your projects easy and intuitive.",[83,654,656],{"id":655},"_9-collaborative-calendar","9. Collaborative Calendar",[87,658,659],{},"The collaborative calendar is where monday.com gets a little bit of a leg up on competitors. With drag and drop, you can add meetings and events into the calendar from various services like Google Calendar, Outlook, Google Contacts, Office 365, and Dropbox.",[87,661,662],{},"Moreover, the calendar is not limited to the things you’re actively working on, either. You can use it to co-schedule meetings for any of your projects, like finding the right team members for an upcoming event or setting up a call with another team member.",[83,664,666],{"id":665},"_10-real-time-work-management-tools","10. Real-Time Work Management Tools",[87,668,669],{},"monday.com delivers a whole new way of working that operates based on daily tasks. Rather than following a rigid time frame, work should be continuous and automated. monday.com's collaborative tool kits are designed to streamline your workflow while the server seamlessly pushes through new updates to optimize the experience.",[87,671,672],{},"monday.com allows you to define separate tasks and assign due dates. You can split a task among multiple team members and assign due dates that are compatible with each team member’s schedule. The system automatically sets deadlines for every task. Clients or team members can comment on tasks and communicate with each other while they work on them.",[83,674,676],{"id":675},"_11-customized-workspaces","11. Customized Workspaces",[87,678,679],{},"The monday.com platform has personalized workspaces, each unique to the user, and changes based on your preferences. Workspaces come with many useful features, such as:",[159,681,682,685,688,691,694],{},[162,683,684],{},"The ability to place all your projects, team members, and tasks together in one workspace.",[162,686,687],{},"A list of specific tasks, their due dates, and assigned members relevant to that workspace, integrated directly into the workspace.",[162,689,690],{},"A weekly clock on the right side of the workspace helps you know how much time is left until a task is complete or when it’s been completed — this is a great visual cue!",[162,692,693],{},"A list of personal tasks and add-ons, such as photos you’re currently using.",[162,695,696],{},"The ability for your teams to easily switch between different workspaces. Each workspace can be assigned to team members, shared between teams, or even made public to the entire company.",[87,698,699],{},"If you work from home, monday.com comes with a desktop app that makes it easy to set up your self-service workspace and add the time management and productivity tools you need to get the most out of your time. You can even connect your desktop with all the other tools in the monday.com platform and set up powerful meeting experiences for remote teams.",[154,701,703],{"id":702},"getting-the-most-roi-out-of-mondaycom","Getting the Most ROI Out of monday.com",[87,705,706],{},"All of monday.com’s features are integrated right into the platform and don’t require any setup or maintenance to get up and running. There’s a lot to learn about organizing a business, and while the monday.com platform can take you a long way, you might not know how to get the most out of it without a long time spent learning.",[87,708,709,710,714],{},"At Polished Geek, we take pride in helping teams like yours get the most out of their time with monday.com. ",[503,711,713],{"href":712},"tel:919-275-0676","Call us"," to discuss how your team uses monday.com and find out how we can help you accomplish those goals.",{"title":67,"searchDepth":68,"depth":68,"links":716},[717,718,719,720,721,722,723,724,725,726,727],{"id":576,"depth":68,"text":577},{"id":600,"depth":68,"text":601},{"id":610,"depth":68,"text":611},{"id":617,"depth":68,"text":618},{"id":624,"depth":68,"text":625},{"id":631,"depth":68,"text":632},{"id":638,"depth":68,"text":639},{"id":648,"depth":68,"text":649},{"id":655,"depth":68,"text":656},{"id":665,"depth":68,"text":666},{"id":675,"depth":68,"text":676,"children":728},[729],{"id":702,"depth":730,"text":703},3,[732,733],"features","double-features","2021-11-19",{"fill":521,"position":522,"image":736,"icon":737,"border":739,"triangle":741,"title":742},{"active":62},{"active":525,"type":738},"type-7",{"active":525,"type":740,"position":531,"fill":532},"type-1",{"active":525,"imageZone":525,"fill":534},{"text":743},"monday.com \u003Cbr> \u003Cspan class=\"bgs bgs_purple\"> Features & \u003C\u002Fspan> \u003Cbr> \u003Cspan class=\"bgs bgs_purple\">Functionality\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002F11-ways-monday.com-can-help-you-run-your-business-and-your-life.png",{"ctaText":746},"Read Blog",[748],{"name":545,"content":749},"monday.com features, task management, project management, workflow automation, business organization, productivity tools, time management, team collaboration, personal productivity, workspace customization, real-time work management, integrations, calendar management, monday.com tips, Polished Geek, work-life balance, business efficiency","\u002Fblog\u002F11-ways-monday.com-can-help-you-run-your-business-and-your-life","7 min.",{"title":555,"description":563},"03.blog\u002F11 Ways monday.com Can Help You Run Your Business and Your Life\u002Findex","hkGOkIfxkhGM-JdIKY7e_RwgLYaV4XjW2baRnJHhkWk",{"id":756,"title":757,"author":556,"authorAvatar":557,"authorImg":558,"body":758,"category":1037,"date":1038,"description":762,"extension":60,"hero":1039,"image":1051,"imageAlt":71,"meta":1052,"metaData":1053,"navigation":525,"part":71,"path":1056,"readingTime":1057,"seo":1058,"shortDescription":71,"stem":1059,"titleBr":757,"videoId":71,"__hash__":1060},"blogPost\u002F03.blog\u002FAn Introduction to monday.com Reporting & What You Can Do\u002Findex.md","An Introduction to monday.com Reporting & What You Can Do",{"type":64,"value":759,"toc":1026},[760,763,766,775,784,793,796,847,850,854,863,866,874,878,901,904,907,911,920,923,949,953,956,960,963,966,969,973,976,979,983,992,995,999,1002,1005,1009,1012],[87,761,762],{},"monday.com reporting is all about planning, tracking, and delivering the best teamwork. It allows you to use the platform in the most convenient way to display data and act on it. You can use monday.com reporting to track everything from time spent on projects to how much work individual team members do.",[87,764,765],{},"Once you collect the data from your team members, you get to create reports on the three platform levels: dashboards, boards, and workdocs. Moreover, you can set up widgets, or individual reporting tools, on each level to increase visibility and efficiency.",[87,767,768,774],{},[503,769,773],{"href":770,"rel":771},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360002187819-The-Dashboards?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"nofollow","Dashboards"," facilitate the entire workflow and give you an overview of multiple boards. They help you keep track of everything relevant to you, from project progress to budget estimates. With more than 15 available widgets, you can also gather all the information in one view.",[87,776,777,778,783],{},"Under dashboards lay ",[503,779,782],{"href":780,"rel":781},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F115005317249-The-basics-of-a-Board?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"boards",", the basic building blocks of monday.com. Boards act as specific screens for storing items, tasks, and responsibilities. You can use them with reporting widgets to track information conveniently.",[87,785,786,787,792],{},"Finally, ",[503,788,791],{"href":789,"rel":790},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360021702939-monday-workdocs?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"workdocs"," act as consolidation centers for a single topic. People can use them to collaborate across teams and departments and brainstorm ideas. A workdoc reporting widget will give you information about the people and ideas discussed in that doc.",[87,794,795],{},"Widgets cover a variety of different reporting features. Some of the most useful ones for reporting on the monday.com platform include:",[159,797,798,811,823,835],{},[162,799,800,803,804,807],{},[96,801,802],{},"Overview Widget:"," This widget is a high-level look at overall performance. It lives on your dashboard and summarizes your teams’ progress on the projects and boards you’ve selected.",[805,806],"br",{},[121,808],{"alt":809,"src":810,"title":809},"One overview example","\u002Fimages\u002FMondayBlog\u002Fwhat_can_do_overview.png",[162,812,813,816,817,819],{},[96,814,815],{},"Workload Widget:"," You can use this widget to visualize the amount of work assigned to each team member and their upcoming deadlines.",[805,818],{},[121,820],{"alt":821,"src":822,"title":821},"Workload widget example","\u002Fimages\u002FMondayBlog\u002Fwhat_can_do_workload_widget2.png",[162,824,825,828,829,831],{},[96,826,827],{},"Time Tracking Widget:"," If you want to monitor time spent on projects, this widget actively tracks and displays that for one or multiple boards.",[805,830],{},[121,832],{"alt":833,"src":834,"title":833},"Time tracking widget - stay on top!","\u002Fimages\u002FMondayBlog\u002Fwhat_can_do_time_tracking2.png",[162,836,837,840,841,843],{},[96,838,839],{},"Chart Widget:"," If you want to build a custom visual report, the Chart widget lets you pull information from several boards and display them in a single chart on your dashboard.",[805,842],{},[121,844],{"alt":845,"src":846,"title":845},"The chart widget has many chart types","\u002Fimages\u002FMondayBlog\u002Fwhat_can_do_chart_widget.png",[87,848,849],{},"In this guide, you’ll learn everything you need to know about the basics of monday.com reporting and how it can help you improve your business.",[83,851,853],{"id":852},"basic-reporting-with-mondaycom","Basic Reporting with monday.com",[87,855,856,857,862],{},"monday.com offers many ",[503,858,861],{"href":859,"rel":860},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360013878299-Basic-reporting-with-monday-com?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"basic reporting features"," to help you stay aligned with your goals. You can use them to manage boards and handle the presented information in the most convenient way.",[87,864,865],{},"Here are the most relevant reporting features you can leverage to your advantage:",[159,867,868],{},[162,869,870,873],{},[96,871,872],{},"Formulas:"," Boards look like spreadsheets, with multiple rows and columns. A formula column allows you to run calculations within other columns in the board to get specific results. For instance, you could use a formula column to compare team allocations with their actual spending to learn which groups on your board are under or over budget.",[875,876],"blog-post-video",{"video-id":877},"EE6zd1iOFto",[159,879,880,886,892],{},[162,881,882,885],{},[96,883,884],{},"Advanced Board Filters:"," As the name suggests, this feature helps you filter information on boards and narrow things down. You can use it to find specifics such as over-budget groups, late deadlines, or both.",[162,887,888,891],{},[96,889,890],{},"Chart Visualizations:"," You can switch your boards to “Chart View” to get a quick overview of your projects. The feature provides breakdowns and analytics to help you better manage your workflow.",[162,893,894,897,898],{},[96,895,896],{},"Report Sharing:"," You can create and share dashboards with other people to instantly give them access to the same up-to-date information you have.\n",[875,899],{"video-id":900},"QjkRwHMcxc0",[87,902,903],{},"These reporting features can help you manage your business more effectively. Whenever a team member adds new data, all your boards and dashboards get updated automatically. Your employees also get notified of changes and updates, so everyone can be on the same page. As a result, you will always have a finger on the pulse of activity in the departments.",[87,905,906],{},"With monday.com reporting, you don’t just see trends and historical data. You can also set up dashboards and charts to monitor OKRs, KPIs, EOS, and any other business metrics that matter to you. Whether you add integrations to the platform that automatically track data like inventory levels or you ask your staff to track the time they spend on projects, monday.com makes it easy to see all this information in one place.",[83,908,910],{"id":909},"mondaycom-advanced-reporting-features","monday.com Advanced Reporting Features",[87,912,913,914,919],{},"With monday.com's ",[503,915,918],{"href":916,"rel":917},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360013939400-Advanced-reporting-with-monday-com?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"advanced reporting",", big businesses can accomplish in-depth data analysis. Companies with a large workforce, many customers, or complex projects can study large amounts of data more closely. The process becomes as simple as it gets.",[87,921,922],{},"A few of the most valuable monday.com advanced reporting tools include:",[159,924,925,931,937,943],{},[162,926,927,930],{},[96,928,929],{},"Stacked Charts:"," Advanced charts are more informative than standard ones as they display three parameters. They show the X and Y-axis parameters and include the third metric to analyze the workflow. For instance, you could track projects, time spent on tasks, and the person responsible for those tasks all in one place.",[162,932,933,936],{},[96,934,935],{},"Benchmarking:"," You can also add benchmarks to your charts along with cumulative data. These benchmarks make it easy to see how well your data compares to your targets and how much progress you make over time. Cumulative data also gives you an idea of which groups are performing best overall.",[162,938,939,942],{},[96,940,941],{},"Sentiment Reporting:"," If you use a board to collect textual information, you can turn to monday.com to help you analyze the sentiment of that text. For instance, if you have a board dedicated to customer feedback, you can generate a Word Cloud of that board. The Word Cloud takes all the text from the board and combines it into a visual \"cloud\" that displays the most often used keywords. This gives you a general idea of the tone of customer opinion.",[162,944,945,948],{},[96,946,947],{},"Pivot Boards:"," These make a critical tool for slicing and dicing data. You can use them to arrange information conveniently and achieve a deeper level of reporting through various perspectives. As a result, you'll gain invaluable insights and identify trends on your boards.",[83,950,952],{"id":951},"tips-for-getting-started-with-mondaycom","Tips for Getting Started with monday.com",[87,954,955],{},"The sheer amount of information you can analyze and visualize with monday.com is invaluable but can seem intimidating. Fortunately, the platform is super easy to use and understand. Once you get a handle on it, you'll find that all these tools are immensely helping your business. Here are a few tips to help you get started with the monday.com reporting process:",[154,957,959],{"id":958},"consider-your-needs","Consider Your Needs",[87,961,962],{},"There are multiple tiers of reporting features available on monday.com to support different business needs and budgets. The company offers Individual, Basic, Standard, Pro, and Enterprise level subscriptions.",[87,964,965],{},"The Enterprise level offers the most advanced reporting features, including pivot tables and consolidated dashboards. If you want to perform reporting on an organization-wide basis, it may be worth upgrading to the Enterprise level.",[87,967,968],{},"However, if you’re working with a relatively small team or don’t track that much information, you can use one of the other tiers. Every monday.com service tier offers powerful widgets and tools for reporting. You can choose the one that best meets the needs of your business.",[154,970,972],{"id":971},"choose-your-priorities","Choose Your Priorities",[87,974,975],{},"Once you’ve selected your subscription tier, the tools within it will become available to you. To start managing your workflow, consider the information that matters most to you. What metrics do you want to track? What projects are of the highest importance? These are the things you should focus on first. Your priorities will determine how you set up your boards and widgets to see the much-needed information.",[87,977,978],{},"For example, suppose your main priority is monitoring your most successful salespeople. In that case, you can set up a chart widget on your dashboard that displays individual employees and their total sales. You could also track sales numbers against time worked to see which team members are most efficient.",[154,980,982],{"id":981},"make-use-of-columns-and-groups","Make Use of Columns and Groups",[87,984,985,986,991],{},"The monday.com Work OS works best for reporting when you give it the right information. If you want to track data, you need to include it on the relevant board. You can do so through ",[503,987,990],{"href":988,"rel":989},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360011472320-The-basics-of-groups?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"groups",", a collection of items that appear as color-coded rows. Groups get set based on item types such as employees, departments, projects, and more. Using them on your boards helps you organize your reports more clearly.",[87,993,994],{},"You can use columns as well. They can be your best friend for filtering data and producing reports that matter. Formula columns are even handier for simple analyses like whether a salesperson will meet the quota. You can then filter based on your columns to track performance and efficiency. With Enterprise, you can even use pivot tables to neatly slice your data based on column entries and display it conveniently.",[154,996,998],{"id":997},"consolidate-project-data-with-dashboards","Consolidate Project Data with Dashboards",[87,1000,1001],{},"The best way to get an overview of your entire business is to compare projects and groups to each other. On the monday.com platform, large companies can quickly generate and contrast dozens of boards. Dashboards let you put the most critical elements of multiple boards on the same page and see how they stack up against each other.",[87,1003,1004],{},"With monday.com’s Enterprise service, you can link up to 50 boards with a single consolidated dashboard for organization-wide reporting. You can check productivity across your entire workforce or compare progress on different projects with a single Enterprise dashboard. Whether you want a private overview of your business’s progress or you wish to present data to a board of directors, the Enterprise consolidated dashboard lets you see everything in one place.",[83,1006,1008],{"id":1007},"make-mondaycom-work-for-you","Make monday.com Work for You",[87,1010,1011],{},"The monday.com platform is full of robust widgets and reporting functionalities that make it easy to see the data you need at a glance. Whether you only want a simple overview of how your team is doing or a cross-departmental analysis of your business workflows, monday.com can help.",[87,1013,1014,1015,1019,1020],{},"If you’re still uncertain about the best way to use monday.com reporting, ",[503,1016,1018],{"href":1017},"\u002Fblog\u002Fuse-your-monday.com-trial-like-a-pro-a-14-day-action-plan\u002F","Polished Geek can help",". Our experts can assist you in setting up your monday.com dashboards, boards, and workdocs with the reporting widgets that matter to you. Get in touch to learn how Polished Geek can support you in ",[503,1021,1025],{"href":1022,"rel":1023,":target":1024},"https:\u002F\u002Fmeet.polishedgeek.com\u002Fmore-with-monday\u002Flite\u002Fstrategy\u002F",[772],"_blank","doing more with monday.com.",{"title":67,"searchDepth":68,"depth":68,"links":1027},[1028,1029,1030,1036],{"id":852,"depth":68,"text":853},{"id":909,"depth":68,"text":910},{"id":951,"depth":68,"text":952,"children":1031},[1032,1033,1034,1035],{"id":958,"depth":730,"text":959},{"id":971,"depth":730,"text":972},{"id":981,"depth":730,"text":982},{"id":997,"depth":730,"text":998},{"id":1007,"depth":68,"text":1008},[517],"2021-12-29",{"fill":521,"position":1040,"image":1041,"icon":1042,"border":1044,"triangle":1047,"title":1048},"left",{"active":62},{"active":525,"type":1043},"type-12",{"active":525,"type":1045,"position":531,"fill":1046},"type-2","lavender",{"active":525,"imageZone":525,"fill":534},{"text":1049,"fs":1050},"monday.com\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Reporting\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Intro\u003C\u002Fspan>","x2","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fan-introduction-to-monday.com-reporting-and-what-you-can-do.png",{"ctaText":746},[1054],{"name":545,"content":1055},"monday.com reporting, dashboard widgets, workflow tracking, data visualization, business analytics, project management, workdocs, boards, monday.com advanced reporting, business intelligence, KPI tracking, team performance, time tracking, business process management, data analysis, custom reporting, Polished Geek, reporting tools, enterprise reporting, workflow optimization","\u002Fblog\u002Fan-introduction-to-monday.com-reporting-and-what-you-can-do","8 min.",{"title":757,"description":762},"03.blog\u002FAn Introduction to monday.com Reporting & What You Can Do\u002Findex","FgYYZR5JsEMzogIyBaZuHOjrG1wRu0m5RucMxYF-axg",{"id":1062,"title":1063,"author":77,"authorAvatar":78,"authorImg":79,"body":1064,"category":1330,"date":1331,"description":1332,"extension":60,"hero":1333,"image":1344,"imageAlt":539,"meta":1345,"metaData":1347,"navigation":525,"part":71,"path":1349,"readingTime":548,"seo":1350,"shortDescription":71,"stem":1351,"titleBr":71,"videoId":71,"__hash__":1352},"blogPost\u002F03.blog\u002FCo Creation Change Management\u002Findex.md","Why We Choose Co-Creation at Polished Geek",{"type":64,"value":1065,"toc":1321},[1066,1069,1072,1075,1078,1081,1084,1088,1091,1094,1097,1100,1108,1112,1115,1123,1149,1156,1159,1163,1172,1175,1178,1181,1184,1193,1202,1205,1209,1212,1215,1218,1227,1236,1240,1249,1253,1256,1259,1262,1265,1268,1271,1275,1278,1287,1290,1300,1304,1307,1310,1318],[87,1067,1068],{},"Many implementation companies follow a create-and-deliver model. They gather requirements, configure a solution, and hand it over. The assumption is that best practices look the same everywhere and that a proven template will work for most organizations.",[87,1070,1071],{},"That assumption doesn’t always hold up.",[87,1073,1074],{},"Every business has different constraints, decision paths, risk tolerance, and ways of working.",[87,1076,1077],{},"Even teams with the same function often operate differently based on leadership style, workload, and history.",[87,1079,1080],{},"When a solution is designed as a final deliverable without that context or training, adoption suffers and teams start to quietly work around the system instead of inside it.",[87,1082,1083],{},"At Polished Geek, we choose co-creation because it produces systems that reflect how your business operates and because it builds internal capability along the way.",[83,1085,1087],{"id":1086},"why-templated-solutions-fall-short","Why Templated Solutions Fall Short",[87,1089,1090],{},"Templates are useful as a starting point. They provide structure and reduce blank-page anxiety, although they do not represent a finished solution.",[87,1092,1093],{},"We’ve seen firsthand what happens when organizations are handed a “fully built solution” that assumes uniform workflows. Teams struggle to map their real work to the template, edge cases pile up, ownership becomes unclear, changes require external help because no one internally understands how the system was designed.",[87,1095,1096],{},"Over time, teams abandon parts of the solution or rebuild it from scratch - causing delays in full platform rollout and frustration and change fatigue in the employees dragged along the way.",[87,1098,1099],{},"Don’t get me wrong, these templates were not poorly designed, they did take a lot of time and effort to create. But they fail because they assume sameness.",[87,1101,1102],{},[91,1103,1105],{"className":1104},[94],[96,1106,1107],{},"Businesses aren’t the same. Their systems shouldn’t be either.",[83,1109,1111],{"id":1110},"what-co-creation-looks-like-in-practice","What Co-Creation Looks Like in Practice",[87,1113,1114],{},"Co-creation means we build with you, not for you. Your team is involved in defining workflows, validating assumptions, and making design decisions from day one. That involvement is operational.",[87,1116,1117],{},[91,1118,1120],{"className":1119},[94],[96,1121,1122],{},"We intentionally engage four key roles throughout the engagement:",[159,1124,1125,1131,1137,1143],{},[162,1126,1127,1130],{},[96,1128,1129],{},"Executive Sponsors"," provide authority, priority, and reinforcement.",[162,1132,1133,1136],{},[96,1134,1135],{},"Project Managers"," coordinate delivery and manage scope and dependencies.",[162,1138,1139,1142],{},[96,1140,1141],{},"Champions"," normalize adoption and become internal experts.",[162,1144,1145,1148],{},[96,1146,1147],{},"Workflow Experts"," ensure the solution reflects real execution, including exceptions and edge cases.",[87,1150,1151,1152],{},"These roles bring different perspectives into the room. Decisions are made with shared context instead of being passed down after the fact. Teams gain ownership over the solution because they helped design it. ",[503,1153,1155],{"href":1154},"\u002Fblog\u002Fkey-roles-change-management\u002F","Read more about how to choose these roles.",[87,1157,1158],{},"This shared accountability leads to ownership, faster adoption, and fewer surprises during rollout.",[83,1160,1162],{"id":1161},"agency-and-autonomy-at-the-department-level","Agency and Autonomy at the Department Level",[87,1164,1165,1166],{},"One of the ",[91,1167,1169],{"className":1168},[94],[96,1170,1171],{},"most important outcomes of co-creation is agency.",[87,1173,1174],{},"Departments aren’t forced into a one-size-fits-all workflow, they’re empowered to design solutions that meet their needs while still aligning with shared data standards and reporting requirements.",[87,1176,1177],{},"That balance matters, as centralized control without flexibility slows teams down.",[87,1179,1180],{},"But alternatively, total flexibility without structure creates chaos.",[87,1182,1183],{},"Co-creation allows both to exist.",[87,1185,1186,1187],{},"Departments understand why standards exist because ",[91,1188,1190],{"className":1189},[94],[96,1191,1192],{},"they helped define them.",[87,1194,1195,1196],{},"They adhere to those standards because ",[91,1197,1199],{"className":1198},[94],[96,1200,1201],{},"they see the benefit in their own work.",[87,1203,1204],{},"Autonomy becomes a driver of consistency instead of a threat to it.",[83,1206,1208],{"id":1207},"training-happens-along-the-way","Training Happens Along the Way",[87,1210,1211],{},"Another gem of co-creation is that it doubles as training.",[87,1213,1214],{},"Instead of handing your team a finished system and scheduling training sessions after go-live, we teach the monday mindset throughout the engagement.",[87,1216,1217],{},"Champions and workflow experts learn how decisions are made, how data is structured, and how changes affect downstream reporting.",[87,1219,1220,1221],{},"Your team builds boards, tests automations, defines metrics, and validates reporting during the process. They learn how to adapt the system as needs change. ",[91,1222,1224],{"className":1223},[94],[96,1225,1226],{},"By the time the solution launches, your team already knows how it works and how to evolve it.",[87,1228,1229,1230],{},"This reduces dependency on external support and ",[91,1231,1233],{"className":1232},[94],[96,1234,1235],{},"shortens the learning curve for new hires.",[83,1237,1239],{"id":1238},"what-we-see-with-clients-who-co-create","What We See With Clients Who Co-Create",[87,1241,1242,1243],{},"We’ve seen the impact of this approach across industries. In conversations with clients like Rustoleum, who partnered with us through co-creation, a consistent theme emerges: ",[91,1244,1246],{"className":1245},[94],[96,1247,1248],{},"clarity.",[875,1250],{"path":1251,"thumbnail":1252},"https:\u002F\u002Fvideo.polishedgeek.com\u002Fblog\u002Frustoleum-liz-courtney-interview.mp4","\u002Fimages\u002FMondayBlog\u002FKey_Roles_Blog_Thumbnail.jpg",[87,1254,1255],{},"Watch this interview with Rust-Oleum to learn more about the impact of co-creation.",[87,1257,1258],{},"⭐️ Teams gain visibility into work that was previously hidden.",[87,1260,1261],{},"⭐️ Hand-offs improve because expectations are defined together.",[87,1263,1264],{},"⭐️ Reporting becomes easier because the data structure reflects real workflows.",[87,1266,1267],{},"⭐️ Leaders trust the system because they understand how it was built.",[87,1269,1270],{},"The value is in the shared understanding created during the build as well as the tool.",[83,1272,1274],{"id":1273},"long-term-success-requires-internal-capability","Long-Term Success Requires Internal Capability",[87,1276,1277],{},"Systems should evolve as businesses grow. When a solution is delivered without internal understanding, evolution becomes risky and expensive. Teams hesitate to make changes or rebuild pieces incorrectly.",[87,1279,1280],{},[91,1281,1283,1284,1283],{"className":1282},[94]," ",[96,1285,1286],{},"Co-creation solves this by leaving your organization stronger than it started.",[87,1288,1289],{},"Your champions and workflow experts can extend the system, onboard new teams, and improve processes without starting over.",[87,1291,1292,1293,1299],{},"That capability is intentional. ",[91,1294,1283,1296,1283],{"className":1295},[94],[96,1297,1298],{},"Our goal isn’t to create dependency,"," it’s to help you own your system with confidence.",[83,1301,1303],{"id":1302},"ready-to-create-together","Ready to Create Together?",[87,1305,1306],{},"At Polished Geek, co-creation is central to how we work. We help organizations design monday.com systems that reflect how work actually happens, supported by clear roles, shared standards, and practical training.",[87,1308,1309],{},"We combine process thinking, change management, and deep platform expertise to help teams build systems they trust and use long-term.",[87,1311,1312,1313,1317],{},"If you’re planning an implementation or rethinking how your teams work, we invite you to ",[503,1314,1316],{"href":1315},"\u002Fcontact\u002F","book a free consultation."," It’s a working conversation to understand your goals, your complexity, and whether a co-creation approach is right for your organization.",[87,1319,1320],{},"The strongest systems are built together.",{"title":67,"searchDepth":68,"depth":68,"links":1322},[1323,1324,1325,1326,1327,1328,1329],{"id":1086,"depth":68,"text":1087},{"id":1110,"depth":68,"text":1111},{"id":1161,"depth":68,"text":1162},{"id":1207,"depth":68,"text":1208},{"id":1238,"depth":68,"text":1239},{"id":1273,"depth":68,"text":1274},{"id":1302,"depth":68,"text":1303},[516,517],"2026-02-05","Systems fail when they’re built without the people who use them. Discover why co-creation leads to stronger adoption, ownership, and lasting change.",{"fill":1334,"position":522,"image":1335,"icon":1336,"border":1339,"triangle":1340,"title":1341},"bgviolet2",{"active":62},{"active":525,"type":1337,"margin":1338},"type-13","-1%",{"active":525,"type":740,"position":531,"fill":532},{"active":525,"imageZone":525,"fill":532},{"text":1342,"fs":1343},"Why We Choose \u003Cspan class=\"bgs bgs_mblue\">Co-Creation\u003C\u002Fspan> at \u003Cspan class=\"bgs bgs_mblue\">Polished Geek\u003C\u002Fspan>","x1","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fwhy-we-choose-co-creation-at-polished-geek.png",{"metaTitle":1346},"Why We Choose Co-Creation Instead of Templates | Polished Geek | Monday.com Platinum Partner",[1348],{"name":545,"content":546},"\u002Fblog\u002Fco-creation-change-management",{"title":1063,"description":1332},"03.blog\u002FCo Creation Change Management\u002Findex","9ekNGnPMnPiOKoxLWq4GtsYiWjBQxHZNT9X9iwPwx0I",{"id":1354,"title":1355,"author":77,"authorAvatar":78,"authorImg":79,"body":1356,"category":1728,"date":1730,"description":1731,"extension":60,"hero":1732,"image":71,"imageAlt":1741,"meta":1742,"metaData":1744,"navigation":525,"part":71,"path":1747,"readingTime":1057,"seo":1748,"shortDescription":1749,"stem":1750,"titleBr":1751,"videoId":71,"__hash__":1752},"blogPost\u002F03.blog\u002FHow a NYC Nonprofit Revolutionized Their Impact With monday.com\u002Findex.md","How a NYC Nonprofit Revolutionized Their Impact With monday.com",{"type":64,"value":1357,"toc":1716},[1358,1361,1370,1373,1384,1391,1396,1401,1407,1410,1413,1416,1422,1425,1428,1431,1434,1437,1440,1446,1455,1458,1463,1468,1471,1477,1486,1495,1506,1512,1518,1527,1530,1541,1543,1546,1552,1561,1564,1572,1574,1580,1589,1592,1603,1605,1611,1614,1617,1623,1628,1634,1637,1651,1653,1656,1661,1666,1686,1689,1695,1698,1705,1707],[87,1359,1360],{},"In the heart of New York City, a food truck sparked something much bigger than just great meals.",[87,1362,1363,1364,1369],{},"Born from decades of kitchen-grit and a bold vision to use food as a tool for social justice, ",[503,1365,1368],{"href":1366,"rel":1367},"https:\u002F\u002Fdrivechangenyc.org",[772],"Drive Change"," exists to disrupt cycles of poverty and incarceration by creating culinary career paths for justice-impacted young adults.",[87,1371,1372],{},"Their mission? To equip these 18-25 year old emerging leaders with culinary skills, holistic support, and community so they thrive long-term. Just before monday.com's annual Elevate event, our team at Polished Geek had the privilege of visiting Drive Change's headquarters to see their work in action.",[1374,1375,1376],"blog-post-image-bordered",{},[141,1377,1378],{"v-slot:img":67},[87,1379,1380],{},[121,1381],{"alt":1382,"src":1383},"Drive Change Impact with Polished Geek","\u002Fimages\u002FMondayBlog\u002Fdriving_change_impact_with_polished_geek.jpg",[87,1385,1386,1387,1390],{},"From the moment we walked through the doors of their Brooklyn HQ, we could ",[228,1388,1389],{},"feel"," the energy and passion driving their programming. And to top it off, we were treated to a savory meal prepared by ​​Culinary Training & Operations Coordinator, Chef Nigel, featuring the juiciest chicken we've ever had, a delicious preview of how Drive Change uses food as a force for transformation.",[87,1392,1393],{},[228,1394,1395],{},"\"A criminal record shouldn't define a young person's future. At Drive Change, we work to dismantle the barriers that block opportunity, and to show what's possible when talent and potential are given the chance to shine,\" shared Chief Operating Officer Meredith Dean.",[87,1397,1398],{},[228,1399,1400],{},"\"By immersing themselves in culinary arts training and serving their communities, our young people turn barriers into opportunities and jobs into futures.\"",[83,1402,1404],{"id":1403},"the-challenge-chaos-behind-the-passion",[96,1405,1406],{},"The Challenge: Chaos Behind the Passion",[87,1408,1409],{},"What started in 2014 with a single food truck serving youth returning from Rikers Island has blossomed under the leadership of Executive Director Kalilah Moon, expanding into a robust workforce development program, community food distribution, and alumni-led social enterprise.",[87,1411,1412],{},"With this growth came operational challenges. Before adopting monday.com, Drive Change's project management processes and data tracking tools were a patchwork of spreadsheets, sticky notes, staff huddles, and endless email threads.",[87,1414,1415],{},"Their team was running life-changing programs, but, behind the scenes, the systems holding everything together were strained under their growth.",[87,1417,1418,1421],{},[228,1419,1420],{},"\"Imagine managing catering events, participants' progress, and alumni outreach with nothing more than email chains and verbal updates,\""," said Director of Social Enterprise & Initiatives Travis Sylvester.",[87,1423,1424],{},"One of the biggest pain points? Events coordination.",[87,1426,1427],{},"Requests for speakers or catering services would trickle in through emails. Staff had to manually connect the dots between their culinary team, clients, alumni hires, and logistics, a process that left too much room for error and frustration.",[87,1429,1430],{},"At the same time, their training program, the beating heart of Drive Change, needed better data tracking.",[87,1432,1433],{},"From initial applications to graduation rates and ongoing alumni support, every touchpoint with a participant was being managed manually.",[87,1435,1436],{},"This made it hard to measure impact and nearly impossible to scale up effective solutions.",[87,1438,1439],{},"As the organization prepared for major expansion, they knew they couldn't build the future on the current system.",[83,1441,1443],{"id":1442},"the-solution-partnering-with-polished-geek",[96,1444,1445],{},"The Solution: Partnering with Polished Geek",[87,1447,1448,1449,1454],{},"Enter Polished Geek. We're a ",[503,1450,1453],{"href":1451,"rel":1452},"https:\u002F\u002Fmonday.com\u002Fp\u002Ffind-a-partner\u002F?gosearch=Polished%20Geek&partner-name=polished-geek-2&utm_campaign=na-polishedgeek&utm_medium=website-blog&utm_source=Partner&utm_content=drive-change",[772],"monday.com Platinum Partner"," specializing in process optimization for growing organizations.",[87,1456,1457],{},"Drive Change wasn't looking for just a tech vendor, they wanted a partner who could co-create with them and who would deeply understand their mission and help them design a system to scale with purpose.",[87,1459,1460],{},[228,1461,1462],{},"\"We didn't want something surface-level or just a quick tech rollout,\" explained Dean.",[87,1464,1465],{},[228,1466,1467],{},"\"Polished Geek's approach to co-creation and intentional design was exactly what we needed.\"",[87,1469,1470],{},"Together, we're building a custom monday.com CRM to unify Drive Change's operations across four key use cases:",[154,1472,1474],{"id":1473},"_1-fellowship-program-management",[96,1475,1476],{},"1. Fellowship Program Management",[1374,1478,1479],{},[141,1480,1481],{"v-slot:img":67},[87,1482,1483],{},[121,1484],{"alt":1382,"src":1485},"\u002Fimages\u002FMondayBlog\u002Fdriving_change_impact_with_polished_geek_1.jpg",[87,1487,1488,1489,1494],{},"From the first application to post-graduation alumni engagement, every step of a participant's journey is now tracked seamlessly in the ",[503,1490,1493],{"href":1491,"rel":1492},"https:\u002F\u002Fmonday.com\u002Fcrm?utm_campaign=na-polishedgeek&utm_medium=website-blog&utm_source=Partner&utm_content=drive-change",[772],"monday.com CRM",".",[159,1496,1497,1500,1503],{},[162,1498,1499],{},"Automated workflows manage referrals, interviews, and skills assessments, removing bias through structured scoring.",[162,1501,1502],{},"Staff can see real-time progress and provide personalized support.",[162,1504,1505],{},"Data is captured for funders and stakeholders, proving the impact of their programs.",[87,1507,1508,1511],{},[228,1509,1510],{},"\"This isn't just about data, it's about telling the story of transformation,\""," the team shared.",[154,1513,1515],{"id":1514},"_2-catering-events-coordination",[96,1516,1517],{},"2. Catering & Events Coordination",[1374,1519,1520],{},[141,1521,1522],{"v-slot:img":67},[87,1523,1524],{},[121,1525],{"alt":1382,"src":1526},"\u002Fimages\u002FMondayBlog\u002Fdriving_change_impact_with_polished_geek_2.jpg",[87,1528,1529],{},"Clarity is emerging where there was once chaos.",[159,1531,1532,1535,1538],{},[162,1533,1534],{},"Event requests flow directly from the website into monday.com.",[162,1536,1537],{},"Tasks are automatically assigned to the right team members.",[162,1539,1540],{},"Everyone stays in sync with real-time updates.",[805,1542],{},[87,1544,1545],{},"This has been especially critical as Drive Change scales its catering enterprise, a three-year plan to create paid jobs for alumni while generating a sustainable revenue stream for the organization.",[154,1547,1549],{"id":1548},"_3-hiring-onboarding-internal-staff",[96,1550,1551],{},"3. Hiring & Onboarding Internal Staff",[1374,1553,1554],{},[141,1555,1556],{"v-slot:img":67},[87,1557,1558],{},[121,1559],{"alt":1382,"src":1560},"\u002Fimages\u002FMondayBlog\u002Fdriving_change_impact_with_polished_geek_3.jpg",[87,1562,1563],{},"As Drive Change grows, so does their internal team.",[159,1565,1566,1569],{},[162,1567,1568],{},"The hiring process is now managed in the monday.com CRM, with clear tracking of candidates, interviews, and onboarding tasks.",[162,1570,1571],{},"This ensures every new team member starts strong and aligned with the organization's values.",[805,1573],{},[154,1575,1577],{"id":1576},"_4-volunteer-community-engagement",[96,1578,1579],{},"4. Volunteer & Community Engagement",[1374,1581,1582],{},[141,1583,1584],{"v-slot:img":67},[87,1585,1586],{},[121,1587],{"alt":1382,"src":1588},"\u002Fimages\u002FMondayBlog\u002Fdriving_change_impact_with_polished_geek_4.jpg",[87,1590,1591],{},"Volunteers play a vital role in Drive Change's community food distribution program.",[159,1593,1594,1597,1600],{},[162,1595,1596],{},"QR codes link directly to monday.com forms, making sign-up and feedback simple.",[162,1598,1599],{},"Automated reminders keep volunteers informed and engaged.",[162,1601,1602],{},"Staff can quickly see who's confirmed, cutting down on manual coordination.",[805,1604],{},[83,1606,1608],{"id":1607},"the-impact-from-surviving-to-thriving",[96,1609,1610],{},"The Impact: From Surviving to Thriving",[87,1612,1613],{},"Where Drive Change once struggled to keep up with day-to-day operations, they now have a single source of truth for their programs, events, and data.",[87,1615,1616],{},"Communication is streamlined, accountability is clear, and the team can focus on what matters most: supporting the young people they serve.",[87,1618,1619,1622],{},[228,1620,1621],{},"\"With monday.com, if something goes wrong, we can pinpoint exactly where it happened and fix it fast,\""," said Moon.",[87,1624,1625],{},[228,1626,1627],{},"\"It's given us the confidence to grow without losing the heart of who we are.\"",[83,1629,1631],{"id":1630},"looking-ahead-driving-change-into-the-future",[96,1632,1633],{},"Looking Ahead: Driving Change Into the Future",[87,1635,1636],{},"Drive Change isn't slowing down. Their next chapter includes:",[159,1638,1639,1642,1645,1648],{},[162,1640,1641],{},"Expanding their catering enterprise, with new chef roles and culinary mentors.",[162,1643,1644],{},"Creating new career pathways for graduates both directly within their social enterprise and throughout the organization.",[162,1646,1647],{},"Using data from monday.com to influence systemic change in the hospitality industry and youth workforce overall.",[162,1649,1650],{},"Scaling their programs to reach more young people across NYC and, eventually, beyond.",[805,1652],{},[87,1654,1655],{},"Their three-year strategic plan focuses on deepening and innovating programming, increasing operational capacity and excellence, diversifying funding, and ensuring intentional, sustainable growth — all powered by the clarity and structure of their new CRM.",[87,1657,1658,1511],{},[228,1659,1660],{},"\"We are led by the African proverb, 'If you want to go fast, go alone. If you want to go far, go together,'\"",[87,1662,1663],{},[228,1664,1665],{},"\"Polished Geek and monday.com have given us the tools to go farther than we ever imagined.\"",[87,1667,1668,1669,1674,1675,1679,1680,1685],{},"Turning complexity into clarity with customized monday.com solutions is just one of the ways we help mission-driven teams like Drive Change. Is your organization ready to streamline operations, improve visibility, and make data work smarter for you? Explore our ",[503,1670,1673],{"href":1671,"rel":1672},"https:\u002F\u002Fpolishedgeek.com\u002Fservices\u002F",[772],"services"," to learn how we can help. If you need to design a system that fits your goals and aren't sure where to start, simply ",[503,1676,1678],{"href":1022,"rel":1677},[772],"book a meeting"," with our experts. And for more stories like this one, check out our ",[503,1681,1684],{"href":1682,"rel":1683},"https:\u002F\u002Fpolishedgeek.com\u002Fblog\u002F",[772],"blog"," to see how other teams are scaling their impact with smarter workflows.",[1687,1688],"hr",{},[83,1690,1692],{"id":1691},"about-drive-change",[96,1693,1694],{},"About Drive Change",[87,1696,1697],{},"Drive Change is a New York City nonprofit dedicated to supporting justice-involved young people by providing culinary and hospitality training, social support, and pathways to advance their economic mobility and overall well-being. Through their innovative training program, social enterprise, and advocacy efforts, they create opportunity, community, and systemic change.",[87,1699,1700,1701],{},"Learn more at: ",[503,1702,1704],{"href":1366,"rel":1703},[772],"drivechangenyc.org",[1687,1706],{},[87,1708,1709],{},[228,1710,1711,1712],{},"Polished Geek is a Platinum Partner of ",[503,1713,1715],{"href":1451,"rel":1714},[772],"monday.com",{"title":67,"searchDepth":68,"depth":68,"links":1717},[1718,1719,1725,1726,1727],{"id":1403,"depth":68,"text":1406},{"id":1442,"depth":68,"text":1445,"children":1720},[1721,1722,1723,1724],{"id":1473,"depth":730,"text":1476},{"id":1514,"depth":730,"text":1517},{"id":1548,"depth":730,"text":1551},{"id":1576,"depth":730,"text":1579},{"id":1607,"depth":68,"text":1610},{"id":1630,"depth":68,"text":1633},{"id":1691,"depth":68,"text":1694},[1729],"case-study","2025-12-03","See how New York nonprofit Drive Change partnered with Polished Geek to build a custom monday.com CRM, replacing chaos with clarity and empowering their mission to create career pathways for justice-impacted young adults.",{"fill":1733,"position":522,"image":1734,"icon":1735,"border":1737,"triangle":1738,"title":1739},"bgviolet",{"active":62},{"active":525,"type":1736},"pizzaShadow",{"active":525,"type":1045,"position":531,"fill":534},{"active":62,"imageZone":525,"fill":534},{"text":1740,"fs":1343},"Driving Change: \u003Cbr> \u003Cspan class=\"bgs bgs_mpurple\">NYC Nonprofit\u003C\u002Fspan> \u003Cbr> \u003Cspan class=\"bgs bgs_mblue\">Impact Story\u003C\u002Fspan>","Drive Change nonprofit using monday.com CRM",{"ogImage":1743},"\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fdriving-change.png",[1745],{"name":545,"content":1746},"monday.com, nonprofit, CRM, case study, Drive Change, Polished Geek, workflow automation, process optimization, nonprofit technology, social enterprise","\u002Fblog\u002Fhow-a-nyc-nonprofit-revolutionized-their-impact-with-monday.com",{"title":1355,"description":1731},"See how Drive Change partnered with Polished Geek to build a custom monday.com CRM, replacing chaos with clarity and empowering their mission.","03.blog\u002FHow a NYC Nonprofit Revolutionized Their Impact With monday.com\u002Findex","How a NYC Nonprofit \u003Cbr> Revolutionized Their Impact \u003Cbr> With monday.com","Tv-jVyZD7hA9V5cPD93PVVYqqEIFrK7_pwiGpINItYA",{"id":1754,"title":1755,"author":556,"authorAvatar":557,"authorImg":558,"body":1756,"category":1972,"date":1973,"description":1974,"extension":60,"hero":1975,"image":1984,"imageAlt":71,"meta":1985,"metaData":71,"navigation":525,"part":71,"path":1990,"readingTime":1057,"seo":1991,"shortDescription":1974,"stem":1992,"titleBr":71,"videoId":71,"__hash__":1993},"blogPost\u002F03.blog\u002FHow to Find Premium monday.com Partners for your Business\u002Findex.md","How to Find Premium monday.com Partners for Your Business",{"type":64,"value":1757,"toc":1970},[1758,1770,1780],[87,1759,1760,1764,1765,1769],{},[503,1761,1763],{"href":1762},"\u002F","Workflow platforms"," have become a crucial part of many industries, and ",[503,1766,1715],{"href":1767,"rel":1768},"https:\u002F\u002Fauth.monday.com\u002Fusers\u002Fsign_up_new?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"\nis one of the best. The platform offers the most flexible and powerful\nWork OS on the market. It's revolutionizing business process management\nacross industries.",[1374,1771,1772],{},[141,1773,1774],{"v-slot:img":67},[87,1775,1776],{},[121,1777],{"alt":1778,"src":1779,"title":1778},"Workflow Strategy","\u002Fimages\u002FMondayBlog\u002Fworkflow-strategy.jpg",[135,1781,1782,1792],{},[141,1783,1784],{"v-slot:icon":67},[87,1785,1786],{},[121,1787],{"alt":1788,"src":1789,"className":1790},"Image alt","\u002Fimages\u002Fcontent\u002FchartHandShadow.svg",[1791],"float-right",[141,1793,1794,1798,1801,1804,1807,1811,1814,1821,1825,1828,1831,1835,1838,1841,1845,1848,1851,1855,1866,1870,1873,1876,1882,1885,1889,1892,1895,1898,1902,1905,1908,1915,1919,1922,1925,1928,1932,1935,1938,1941,1944,1948,1954,1960],{"v-slot:heading":67},[83,1795,1797],{"id":1796},"how-can-mondaycom-make-process","How Can monday.com Make Process",[87,1799,1800],{},"With monday.com, you can completely customize your workflows. You can\nchange how they look, how they're presented, what's automated, what\neach step should do, and even which integrations you want to include. No\nmatter what your business needs to accomplish, monday.com can help you\nget it done, faster and more accurately.",[87,1802,1803],{},"Still, the exact reasons monday.com is so valuable can also make it\nseem overwhelming. There are simply so many options available that it\ncan be hard to know where to start. If you don't have the time to study\nthe system in-depth, then you'll probably miss out on the opportunity to\nmake the most of the tools and resources monday.com offers.",[87,1805,1806],{},"Luckily, you don't have to do everything alone. You can choose to\nwork with monday.com partners to get everything set up and ready to go.\nKeep reading to learn why monday.com partners are so helpful and how to\nselect a consulting service that will make a difference.",[83,1808,1810],{"id":1809},"the-benefits-of-working-with-an-authorized-mondaycom-partner","The Benefits of Working With an Authorized monday.com Partner",[87,1812,1813],{},"The monday.com system is incredibly effective for most businesses\nonce it's set up correctly. However, the setup process isn't always\nintuitive. The monday.com platform offers so many customization options\nthat you can actually lose significant time tweaking it to your\nstandards if you're unfamiliar with it.",[87,1815,1816,1817,1820],{},"That's why you should consider working with a monday.com partner. A trusted monday.com partner like ",[96,1818,1819],{},"Polished Geek","\nhas been vetted by monday.com itself for platform experience and\nknowledge. Consultants like these can help you set up your monday.com\nsuite to fit your needs and teach you how to make the most of the\nservice once it's up and running. The specific benefits monday.com\npartners offer include:",[154,1822,1824],{"id":1823},"simplifying-the-setup-process","Simplifying the Setup Process",[87,1826,1827],{},"The biggest benefit of monday.com is the ability to customize just\nabout every element of the platform. The problem is that you may not\nknow what things you want to customize or how.",[87,1829,1830],{},"The right monday.com consultant will work with you to help you\nunderstand your needs and work with you through the entire process of\nsetting up the platform. You’ll learn exactly what you need to do to get\nthe results you want with hands-on help.",[154,1832,1834],{"id":1833},"achieving-a-truly-custom-workflow","Achieving a Truly Custom Workflow",[87,1836,1837],{},"Trying to set up monday.com on your own can feel like walking into an\nice cream shop with hundreds of different flavors and toppings. Sure,\nyou can choose something safe, like a hot fudge sundae, but you'll\nreally miss out on the potential of the variety available to you.",[87,1839,1840],{},"Working with a monday.com partner lets you develop a workflow that\ngenuinely fits your needs. Instead of just choosing the safe option\n(read: template), your monday.com partner will talk with you in-depth\nabout your needs and wants, then together with your team, build a system\ntailored to your specific business.",[154,1842,1844],{"id":1843},"getting-personalized-training","Getting Personalized Training",[87,1846,1847],{},"Of course, you don't want to call in a consultant every time you need\nto update or tweak monday.com for your team. A good consultant will\nconsider it a point of pride to help you become as self-sufficient as\nyou aspire to be.",[87,1849,1850],{},"Your monday.com partner will offer you and your team personalized\ntraining so you understand precisely how to use the platform and make\nany changes you'll need in the future.",[83,1852,1854],{"id":1853},"how-to-find-a-premium-mondaycom-partner","How to Find a Premium monday.com Partner",[87,1856,1857,1858,1862,1863,1865],{},"No matter what industry you're in, you're probably aware that some\ncontractors and consultants are a better fit for your business than\nothers. If you're investing in a monday.com consultant, you should make\nsure you're choosing the right one. Choosing a consultant that doesn’t\nmesh with your business can be worse than no help at all. Here's what\nyou should look for in an official ",[503,1859,1861],{"href":1860},"\u002Fabout\u002F","premium monday.com partner"," like ",[96,1864,1819],{}," :",[154,1867,1869],{"id":1868},"deep-platform-expertise","Deep Platform Expertise",[87,1871,1872],{},"Above anything else, if you're looking for a quality monday.com\npartner, you should look for highly focused expertise with the platform.\nSome consultants will offer lots of services and support for a wide\nvariety of software platforms, including monday.com. However, these\nconsultants are typically not genuine experts in maximizing the value of\nthe monday Work OS for your business.",[87,1874,1875],{},"Instead, look for a partner that's singularly devoted to monday.com\nand its clients. Since they don't work with any other systems, they\ndedicate all their resources, training and time to the platform. That\nleads to a much deeper understanding of what monday.com can do and\nbetter results for clients like you.",[87,1877,1878,1879,1881],{},"Furthermore, authorized monday.com partners like ",[96,1880,1819],{},"\nhave direct access to the latest product information and early access\nto new releases. These consultants can help you make the most of new\nfeatures as soon as they’re released. They also participate in a private\nnetwork of other partners and monday.com account representatives to\nhelp you get the best results possible.",[87,1883,1884],{},"If you work with a genuine monday.com partner company, you can be sure that they understand the platform on every level.",[154,1886,1888],{"id":1887},"industry-experience","Industry Experience",[87,1890,1891],{},"Beyond experience with the monday.com Work OS, you should also look\nfor partners with a track record of success adapting software to solve\nbusiness challenges. There's a significant difference between a\nconsultant with a month of experience and one who's been working in the\nrealm of business process management and consulting for years. When\nyou're looking for quality results, it's worthwhile to seek out a\nmonday.com partner that's been in the industry long enough to know what\nthey’re doing.",[87,1893,1894],{},"Industry experience as a consulting agency offers several benefits.\nFirst, it means that the firm has worked on many projects, with a large\nnumber of clients. The more clients a monday.com partner has worked\nwith, the more unique situations it has likely encountered, and the more\npotential solutions it will be able to offer.",[87,1896,1897],{},"Second, industry experience means that the consultant has its process\ndown to a science. More experienced consultants have the knowledge and\nskills to guide you through bringing your business processes into\nmonday.com efficiently. You don't have to worry about managing the\nconsultant on top of the platform; you can trust them to do their job\nand focus on effectively guiding you to the right result.",[154,1899,1901],{"id":1900},"hands-on-client-engagement","Hands-On Client Engagement",[87,1903,1904],{},"If you've chosen monday.com as your Work OS, then you probably value\ncustomization and personalization in your workflows. That's the biggest\ndraw of the platform, after all. If you're going to make the most of the\ncustomization monday.com provides, you'll need to be involved in the\nsetup process. It's impossible to get the best monday.com solution for\nyour business without being an active participant working alongside your\nconsultant.",[87,1906,1907],{},"That's why you should look for monday.com consulting services that\nprioritize hands-on client engagement. Some consultants claim it's\nfaster if they just take your requirements and set up the entire system\nby themselves. This can lead to workflows that don't actually fit your\nneeds. Without working side by side throughout the project, a consultant\nmay misunderstand many of your needs and build a system that completely\nmisses several of your core requirements.",[87,1909,1910,1911,1914],{},"On the other hand, consultants who provide highly collaborative\nservices make a point to keep you involved the entire time. The\nconsultant builds the system ",[228,1912,1913],{},"with"," you, keeping you in the loop\neach step of the way, and helping you learn the platform gradually with\nhands-on involvement. The end result is a monday.com Work OS that fits\nyour company and team like a glove.",[154,1916,1918],{"id":1917},"personalized-approach","Personalized Approach",[87,1920,1921],{},"Alongside collaborative consulting, the right monday.com consulting\nservice should be dedicated to a personalized approach. Your company\nisn't identical to any other firm out there. It's a mistake to think\nthat your Work OS should look the same.",[87,1923,1924],{},"Experienced consultants will understand that and help you build your\nWork OS from the ground up. Some services will offer you the equivalent\nof a starter template that's been tweaked and branded with your\ninformation and terminology. If that's the type of pre-made solution\nyou're looking for, you could accomplish the same thing on your own.",[87,1926,1927],{},"A premium monday.com partner won't do that. Instead, they will sit\ndown with you to understand what you need and build a truly custom\nsolution that is hand crafted for your business goals. As a result, your\nWork OS will be personalized entirely from start to finish for how you\nand your team want to work. You'll get all of the functionality you need\nwithout confusing or unnecessary steps or workflows from someone else's\ntemplate.",[154,1929,1931],{"id":1930},"personalized-training","Personalized Training",[87,1933,1934],{},"The monday.com system is designed to be user-friendly. Once you've\ngotten past the initial overwhelming number of options, it becomes\neasier to learn new features as they are released.",[87,1936,1937],{},"Still, if you're going to commit to the platform, it helps if you\nhave some one-on-one training on how to use and manage it well.",[87,1939,1940],{},"Always look for consultants who want to help you be as\nself-sufficient as possible once they've done their job; it's a sign\nthey're confident in their work. The right monday.com partner will help\nyou understand how to use the platform effectively.",[87,1942,1943],{},"The consultant will train you to customize the Work OS yourself and\nteach your team how to make the most of your workflows during and after\nthe setup process. Not only does this type of training help you use the\nsystem more effectively from the start, but it also ensures you can make\nadjustments later when your business needs change.",[83,1945,1947],{"id":1946},"ready-to-connect-with-a-mondaycom-consulting-service","Ready to Connect With a monday.com Consulting Service?",[87,1949,1950,1951,1953],{},"The right consultant can make all the difference in how well\nmonday.com works for you. If you're ready to find monday.com partners\nthat meet your needs, ",[96,1952,1819],{}," is ready to help.",[87,1955,1956,1957,1959],{},"Whether you've worked with monday.com for years or you're just getting started, ",[96,1958,1819],{}," provides the collaborative consulting and industry experience that will help you get the most from the platform.",[87,1961,1962,1965,1966,1969],{},[503,1963,1964],{"href":1315},"Get in touch today"," to discuss your business's needs and learn how we can help you do ",[96,1967,1968],{},"more with monday.com"," .",{"title":67,"searchDepth":68,"depth":68,"links":1971},[],[517],"2021-12-12","Whether you've worked with monday.com for years or are just getting started, Polished Geek provides the collaborative consulting and industry experience to help you get the most from the platform. Learn how.",{"fill":532,"position":1040,"image":1976,"icon":1977,"border":1979,"triangle":1981,"title":1982},{"active":62},{"active":525,"type":1978},"type-6",{"active":525,"type":1980,"position":531,"fill":1046},"type-3",{"active":525,"imageZone":525,"fill":534},{"text":1983,"fs":1050},"monday.com \u003Cbr> \u003Cspan class=\"bgs bgs_purple\"> Resources\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fhow-to-find-premium-monday.com-partners-for-your-business.png",{"head":1986},{"meta":1987},[1988],{"name":545,"content":1989},"monday.com partners, business process management, workflow optimization, project management, custom workflows, productivity tools, consulting services, monday.com setup, business efficiency, software consulting, business automation, team collaboration, personalized training, Work OS, Polished Geek, monday.com consulting, industry experience, authorized monday.com partner","\u002Fblog\u002Fhow-to-find-premium-monday.com-partners-for-your-business",{"title":1755,"description":1974},"03.blog\u002FHow to Find Premium monday.com Partners for your Business\u002Findex","FcH5TyW_XCOBff-ZbboCwRV0LxI-OcGEF_6Tx61EYFU",{"id":1995,"title":1996,"author":556,"authorAvatar":557,"authorImg":558,"body":1997,"category":2215,"date":2216,"description":2001,"extension":60,"hero":2217,"image":2223,"imageAlt":71,"meta":2224,"metaData":2225,"navigation":525,"part":71,"path":2228,"readingTime":751,"seo":2229,"shortDescription":2230,"stem":2231,"titleBr":71,"videoId":71,"__hash__":2232},"blogPost\u002F03.blog\u002FHow to Use the monday.com App Secrets From the Experts\u002Findex.md","How to Use the monday.com App: Secrets From the Experts",{"type":64,"value":1998,"toc":2200},[1999,2002,2006,2009,2012,2016,2019,2045,2047,2049,2052,2055,2058,2075,2077,2079,2083,2086,2090,2093,2096,2099,2103,2112,2115,2119,2122,2126,2129,2133,2136,2139,2143,2146,2150,2153,2167,2171,2174,2178,2187,2190,2193],[87,2000,2001],{},"More than 125,000 teams across all industries use the monday.com platform as their trusted work operating system (Work OS). Companies like Hulu, Wix, Tesla, and Adobe use monday.com to streamline processes, optimize campaigns, manage day-to-day tasks, and more. While the platform is extremely intuitive and valuable, navigating its numerous capabilities and features can be overwhelming, especially when you're just starting out. If you're thinking about jumping on the monday.com bandwagon, check out our insider secrets below to learn how your business can use the platform to its full potential.",[83,2003,2005],{"id":2004},"what-is-mondaycom","What Is monday.com?",[87,2007,2008],{},"monday.com is a cloud-based Work OS that allows you to create work management tools to stay ahead of your daily enterprise duties. This software as a service (SaaS) solution has a user-friendly, visually attractive interface that lets you organize your workflow using items, columns, widgets, integrations, and more. With all of these options, you can build customized applications that suit your specific business needs.",[87,2010,2011],{},"monday.com is not just a project management tool. It offers you the right tools to reach your business goals while encouraging teamwork in your company. This solution empowers all your employees and makes it easier for them to work together to reach a common objective.",[83,2013,2015],{"id":2014},"why-use-this-process-management-tool","Why Use this Process Management Tool?",[87,2017,2018],{},"The monday.com platform is a powerful process management system designed to help your company grow. It's a solution to many business-related problems that allows employees and managers to balance productivity and engagement as they build and implement project plans. This Work OS lets organizations like yours connect employees, manage tasks, and track progress, all in one place. monday.com's main perks are:",[159,2020,2021,2024,2027,2030,2033,2036,2039,2042],{},[162,2022,2023],{},"Lower need for emails and meetings",[162,2025,2026],{},"The ability to use live comments",[162,2028,2029],{},"Great integration with your favorite apps",[162,2031,2032],{},"Private and public boards",[162,2034,2035],{},"Easy-to-learn interface",[162,2037,2038],{},"Email updates you can customize",[162,2040,2041],{},"Easy communication for team members",[162,2043,2044],{},"Visual elements",[805,2046],{},[805,2048],{},[87,2050,2051],{},"monday.com offers powerful features and robust functionality. Besides being easy on the eye, this platform allows managers to delegate tasks and improve efficiency. In addition, it gives you and your teams an overview of the most relevant attributes of your projects so you can assign and track tasks to meet all of your deadlines.",[87,2053,2054],{},"Use Cases Of monday.com",[87,2056,2057],{},"monday.com can adapt to pretty much any type of business. As the company states on its site, flexibility is the name of the game! This powerful WorkOS allows users like you to create custom-made work applications to tackle any workflow challenges they may encounter along the way. It can adapt to all kinds of businesses across industries and offer a tailor-made solution for each of them. Some of the most common monday.com use cases include:",[159,2059,2060,2063,2066,2069,2072],{},[162,2061,2062],{},"Sales and business development CRM",[162,2064,2065],{},"Marketing and creative",[162,2067,2068],{},"Event management",[162,2070,2071],{},"Business process automation",[162,2073,2074],{},"Human resources and recruitment",[805,2076],{},[805,2078],{},[83,2080,2082],{"id":2081},"_9-secrets-from-the-experts-how-to-use-the-mondaycom-app-like-a-pro","9 Secrets From The Experts: How to Use the monday.com App Like a Pro",[87,2084,2085],{},"Now that you're familiar with what monday.com is and how it can help your business, let's have a look at some pro-tips on how to apply its features like a true expert.",[154,2087,2089],{"id":2088},"_1-start-off-on-the-right-foot","1. Start Off on the Right Foot",[87,2091,2092],{},"If you've never used a Work OS before and you're not sure if it's what you need to streamline processes within your organization, you can play it safe by testing the features before you commit. monday.com offers a 14-day free trial so that you and your teams can try it out. It's a good idea to make an action plan to get the most out of the trial period. This can mean creating a list of the challenges you're currently facing and using metrics to assess the results you obtain from the app.",[87,2094,2095],{},"Once you get acquainted with what the platform looks like and how its basic features work and if you’re convinced it’s the right solution for your team you can set up your account. By providing your basic information and selecting the plan that best suits your needs, you can start customizing your experience.",[87,2097,2098],{},"monday.com is a collaborative platform by nature, so it's a good idea to bring your entire team to join. You can invite them by sending a link or an email. Doing so will allow you and your team to play around with monday.com's many features and understand the function behind creating boards. Boards are the foundation of the monday.com Work OS, as they allow you to keep tabs on your projects, departments, and products. They are where you and your teams can manage your workflow and all relevant tasks that help you reach your business goals.",[154,2100,2102],{"id":2101},"_3-get-familiar-with-the-boltswitch-other-shortcuts","3. Get Familiar with the Boltswitch & Other Shortcuts",[87,2104,2105,2106,2111],{},"If you're looking into getting a subscription for a productivity and process management solution, it's probably because you understand the value of time. monday.com offers you ",[503,2107,2110],{"href":2108,"rel":2109},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F115005339905-Shortcuts-and-spreadsheet-capabilities?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"a vast array of solutions and shortcuts"," that help you expedite your processes and find your boards without spending precious time scrolling away.",[87,2113,2114],{},"Learning how to do a quick search on the monday.com platform is imperative if you want to access your dashboard and workspace at lightning speed, so familiarize yourself with typing Command+B!",[154,2116,2118],{"id":2117},"_4-minimize-your-notifications","4. Minimize Your Notifications",[87,2120,2121],{},"Notifications can be distracting when you're trying to get work done. Fortunately, the monday.com Work OS allows you to narrow down updates and other announcements to only those you really need. You can even remove yourself as a member from boards that are irrelevant to your daily work. Additionally, you can adjust your settings for bell notifications, unsubscribe from certain items, and unfollow conversations you don't have to be a part of.",[154,2123,2125],{"id":2124},"_5-optimize-your-workflow-updates","5. Optimize Your Workflow Updates",[87,2127,2128],{},"If you find yourself clicking away to make dozens of repetitive changes one by one, monday.com has a batch action feature that lets you update numerous items at a time. You can use it in your columns and timelines to optimize your workday.",[154,2130,2132],{"id":2131},"_6-keep-your-calendars-on-sync","6. Keep Your Calendars on Sync",[87,2134,2135],{},"Instead of having to open multiple apps just to keep your tasks under control, why not sync them all to one platform? Centralizing your calendars is an excellent way to save time and keep all your team members on the same page. The date column setting lets you synchronize your boards with most of the mainstream calendars in the market.",[87,2137,2138],{},"Date columns also have a deadline mode that lets you visualize whether the items in your calendar were completed on time or are overdue. This feature also helps you stay on track by letting you know the number of days you have left to complete a certain task.",[154,2140,2142],{"id":2141},"_7-take-mondaycom-to-go","7. Take monday.com To Go",[87,2144,2145],{},"Nowadays, it's not unusual to take work on the go. Luckily, the monday.com app can go with you. That's because there's a mobile app available for iOS and Android users that allows you to collaborate with your team whenever, wherever. If you want to be able to check notifications, create tasks, and edit boards — all while working online — you'll want to download the mobile app.",[154,2147,2149],{"id":2148},"_8-focus-on-team-communication","8. Focus on Team Communication",[87,2151,2152],{},"If you haven't realized by now, monday.com takes collaboration seriously. That's why one of its main focus points is to encourage teamwork and allow you to communicate, assign tasks, and measure progress in all of your projects. You should encourage your team members to use all of the Work OS’s features and take advantage of the many solutions it offers to make participation much easier. monday.com allows you and your employees to:",[159,2154,2155,2158,2161,2164],{},[162,2156,2157],{},"Send messages to the whole team via",[162,2159,2160],{},"Use @mentions to message a specific team member",[162,2162,2163],{},"Mention all team members in a particular board",[162,2165,2166],{},"Integrate third-party apps that allow chats and other messaging methods",[154,2168,2170],{"id":2169},"_9-hire-a-professional-consulting-service","9. Hire a Professional Consulting Service",[87,2172,2173],{},"While it's true you could take your time to understand the nuts and bolts of monday.com on your own, you can always get some help. Hiring a consulting service will let you learn how to use monday.com effectively in no time. It will allow you to ask as many questions as needed and build up your expertise by listening to a certified monday.com partner. Polished Geek offers an industry-leading Monday Mentor(SM) service that's customized for your business and specific use case. Working with us will boost your team's productivity in no time.",[154,2175,2177],{"id":2176},"_10-take-full-advantage-of-mondaycoms-integration-capabilities","10. Take Full Advantage of monday.com’s Integration Capabilities",[87,2179,2180,2181,2186],{},"Having to manage numerous different platforms and applications to handle your workflow can get confusing and a bit frustrating at times. monday.com ",[503,2182,2185],{"href":2183,"rel":2184},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360003445540-monday-com-Integrations?abcb=91092&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"allows you to combine all of them"," in one place so that you and your employees don’t have to keep jumping from one app to another.",[87,2188,2189],{},"All you need to do is click the integration button in your dashboard and choose from the available options in the platform’s integration list. Next, you’ll just have to set up your parameters and enjoy the perks of having all your data and information in one place. Simple as that!\nUnleash Your Team's Fullest Potential With monday.com",[87,2191,2192],{},"monday.com can be your best productivity ally if you know how to use it to your advantage. If you're ready to put its potential to the test, book a 30-minute strategic meeting with one of our experts.",[87,2194,2195,2196,2199],{},"At Polished Geek, we have certified monday.com expertise. We offer consulting services, done-with-you custom implementation, integration, training, and support to help you do more with Monday. ",[503,2197,2198],{"href":1315},"Contact us today"," and let us help you on your path to success.",{"title":67,"searchDepth":68,"depth":68,"links":2201},[2202,2203,2204],{"id":2004,"depth":68,"text":2005},{"id":2014,"depth":68,"text":2015},{"id":2081,"depth":68,"text":2082,"children":2205},[2206,2207,2208,2209,2210,2211,2212,2213,2214],{"id":2088,"depth":730,"text":2089},{"id":2101,"depth":730,"text":2102},{"id":2117,"depth":730,"text":2118},{"id":2124,"depth":730,"text":2125},{"id":2131,"depth":730,"text":2132},{"id":2141,"depth":730,"text":2142},{"id":2148,"depth":730,"text":2149},{"id":2169,"depth":730,"text":2170},{"id":2176,"depth":730,"text":2177},[517],"2021-11-22",{"fill":532,"position":1040,"image":2218,"icon":2219,"border":2220,"triangle":2221,"title":2222},{"active":62},{"active":525,"type":1978},{"active":525,"type":1980,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":534},{"text":1983,"fs":1050},"\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fhow-to-use-the-monday.com-app-secrets-from-the-experts.png",{},[2226],{"name":545,"content":2227},"monday.com, workflow management, business optimization, task management, team collaboration, process automation, productivity tools, Polished Geek, SaaS, Work OS, project management","\u002Fblog\u002Fhow-to-use-the-monday.com-app-secrets-from-the-experts",{"title":1996,"description":2001},"If you're thinking about jumping on the monday.com bandwagon, check out our insider secrets below to learn how your business can use the platform to its full potential.","03.blog\u002FHow to Use the monday.com App Secrets From the Experts\u002Findex","1q9vZ-LQGwZztMhDBqFMqmazE2UQV2kd4bwqifjFffs",{"id":2234,"title":2235,"author":77,"authorAvatar":78,"authorImg":79,"body":2236,"category":2806,"date":2807,"description":2808,"extension":60,"hero":2809,"image":2819,"imageAlt":539,"meta":2820,"metaData":2822,"navigation":525,"part":71,"path":2824,"readingTime":2825,"seo":2826,"shortDescription":2808,"stem":2827,"titleBr":71,"videoId":71,"__hash__":2828},"blogPost\u002F03.blog\u002FKey Roles Change Management\u002Findex.md","The 4 Roles That Make or Break Change Initiatives",{"type":64,"value":2237,"toc":2802},[2238,2241,2250,2253,2256,2262,2266,2280,2283,2301,2306,2334,2339,2350,2355,2360,2378,2382,2410,2414,2425,2430,2438,2456,2461,2489,2494,2505,2510,2518,2536,2540,2568,2572,2583,2587,2595,2612,2620,2623,2626,2629,2634,2713,2718,2779,2783,2786,2789],[87,2239,2240],{},"Choosing the right people at the start of a change management initiative is critical to long-term success. Champions, Sponsors, PMs, and SMEs provide the authority, alignment, and reinforcement required to move change from intention to execution.",[87,2242,2243,2244,2249],{},"At Polished Geek, our ",[228,2245,2246],{},[96,2247,2248],{},"co-creation"," model depends on the involvement of these key people, ensuring business leaders and delivery teams are aligned, engaged, and making decisions together from day one.",[87,2251,2252],{},"When these roles are clearly defined up front and actively engaged in co-creation, teams and champions gain real autonomy and ownership over their future solution.",[87,2254,2255],{},"This shared accountability empowers better decision-making during implementation and leads to faster adoption, shorter training and sustained success long after go-live.",[87,2257,2258],{},[121,2259],{"alt":2260,"src":2261},"Key Roles For Success","\u002Fimages\u002FMondayBlog\u002FKey-Roles.jpg",[83,2263,2265],{"id":2264},"_4-roles","4 Roles:",[159,2267,2268,2271,2274,2277],{},[162,2269,2270],{},"Executive Sponsor: Authorizes and reinforces change",[162,2272,2273],{},"Project Manager: Orchestrates delivery",[162,2275,2276],{},"Champion: Normalizes adoption",[162,2278,2279],{},"Workflow Expert: Ensures process accuracy",[87,2281,2282],{},"In some organizations, one person may hold 2 or more of the roles above.",[135,2284,2286,2295],{"className":2285},[138],[141,2287,2288],{"v-slot:icon":67},[87,2289,2290],{},[121,2291],{"alt":2292,"src":2293,"className":2294}," Executive Sponsor: Authority & Accountability","\u002Fimages\u002Fcontent\u002FpeopleStarShadow.svg",[150],[141,2296,2297],{"v-slot:heading":67},[83,2298,2300],{"id":2299},"_1-executive-sponsor-authority-accountability","1. Executive Sponsor: Authority & Accountability",[87,2302,2303],{},[96,2304,2305],{},"Select someone who:",[159,2307,2308,2311,2325,2328,2331],{},[162,2309,2310],{},"Owns the business outcome the monday․com rollout supports",[162,2312,2313,2314],{},"Has authority to:\n",[159,2315,2316,2319,2322],{},[162,2317,2318],{},"Set priorities across teams",[162,2320,2321],{},"Allocate resources",[162,2323,2324],{},"Enforce adoption expectations",[162,2326,2327],{},"Is respected and listened to by other leaders",[162,2329,2330],{},"Is willing to be visible (kickoff, milestone check-ins, reinforcement messages)",[162,2332,2333],{},"Can remove organizational blockers quickly",[87,2335,2336],{},[96,2337,2338],{},"Avoid selecting someone who:",[159,2340,2341,2344,2347],{},[162,2342,2343],{},"Delegates all decisions",[162,2345,2346],{},"Is supportive “in theory” but unavailable",[162,2348,2349],{},"Lacks influence across affected teams",[87,2351,2352],{},[96,2353,2354],{},"Ideal titles:",[159,2356,2357],{},[162,2358,2359],{},"VP Operations, COO, VP PMO, Head of Revenue, Department Head",[135,2361,2363,2372],{"className":2362},[138],[141,2364,2365],{"v-slot:icon":67},[87,2366,2367],{},[121,2368],{"alt":2369,"src":2370,"className":2371}," Project Manager: Coordination & Execution","\u002Fimages\u002Ficons\u002Fhand_timer_shadow.svg",[150],[141,2373,2374],{"v-slot:heading":67},[83,2375,2377],{"id":2376},"_2-project-manager-coordination-execution","2. Project Manager: Coordination & Execution",[87,2379,2380],{},[96,2381,2305],{},[159,2383,2384,2387,2401,2404,2407],{},[162,2385,2386],{},"Has strong organizational and communication skills",[162,2388,2389,2390],{},"Can manage:\n",[159,2391,2392,2395,2398],{},[162,2393,2394],{},"Schedules and milestones",[162,2396,2397],{},"Scope decisions",[162,2399,2400],{},"Cross-functional dependencies",[162,2402,2403],{},"Is empowered to make day-to-day decisions",[162,2405,2406],{},"Understands internal constraints and team capacity",[162,2408,2409],{},"Is comfortable holding stakeholders accountable for inputs and timelines",[87,2411,2412],{},[96,2413,2338],{},[159,2415,2416,2419,2422],{},[162,2417,2418],{},"Has no authority to resolve conflicts",[162,2420,2421],{},"Is already overloaded with other initiatives",[162,2423,2424],{},"Is unfamiliar with internal decision-making processes",[87,2426,2427],{},[96,2428,2429],{},"Ideal profiles",[159,2431,2432,2435],{},[162,2433,2434],{},"Internal PM, Ops Manager, PMO lead, Implementation lead",[162,2436,2437],{},"Present and engaged in early in co-creation*, especially key meetings",[135,2439,2441,2450],{"className":2440},[138],[141,2442,2443],{"v-slot:icon":67},[87,2444,2445],{},[121,2446],{"alt":2447,"src":2448,"className":2449},"Champion(s): Adoption & Enablement","\u002Fimages\u002Ficons\u002FhandCupShadow.svg",[150],[141,2451,2452],{"v-slot:heading":67},[83,2453,2455],{"id":2454},"_3-champions-adoption-enablement","3. Champion(s): Adoption & Enablement",[87,2457,2458],{},[96,2459,2460],{},"Select people who:",[159,2462,2463,2466,2469,2472,2475],{},[162,2464,2465],{},"Are well-respected by peers (credibility matters more than title)",[162,2467,2468],{},"Are curious, tech-comfortable, and eager to learn",[162,2470,2471],{},"Understand how work actually gets done day-to-day",[162,2473,2474],{},"Are proactive problem-solvers",[162,2476,2477,2478],{},"Are willing to:\n",[159,2479,2480,2483,2486],{},[162,2481,2482],{},"Learn monday․com deeply",[162,2484,2485],{},"Model best practices",[162,2487,2488],{},"Support peers post-launch",[87,2490,2491],{},[96,2492,2493],{},"Avoid selecting people who:",[159,2495,2496,2499,2502],{},[162,2497,2498],{},"Were chosen solely because they are “available”",[162,2500,2501],{},"Lack influence or enthusiasm",[162,2503,2504],{},"Are resistant to process change",[87,2506,2507],{},[96,2508,2509],{},"Best practices:",[159,2511,2512,2515],{},[162,2513,2514],{},"1-2 Champions per ~20-30 people, depending on how much time they have available for training and enablement, answering questions and creating small optimizations.",[162,2516,2517],{},"Fully engaged early in co-creation*, not just training",[135,2519,2521,2530],{"className":2520},[138],[141,2522,2523],{"v-slot:icon":67},[87,2524,2525],{},[121,2526],{"alt":2527,"src":2528,"className":2529},"Workflow Experts: Process Accuracy & Fit","\u002Fimages\u002Ficons\u002Fflowchart__shadow.svg",[150],[141,2531,2532],{"v-slot:heading":67},[83,2533,2535],{"id":2534},"_4-workflow-experts-process-accuracy-fit","4. Workflow Experts: Process Accuracy & Fit",[87,2537,2538],{},[96,2539,2460],{},[159,2541,2542,2559,2562,2565],{},[162,2543,2544,2545],{},"Are true subject matter experts in their workflows\n",[159,2546,2547,2550,2553,2556],{},[162,2548,2549],{},"Know:",[162,2551,2552],{},"Exceptions",[162,2554,2555],{},"Edge cases",[162,2557,2558],{},"Real-world constraints",[162,2560,2561],{},"Are trusted by their teams to represent “how work really happens”",[162,2563,2564],{},"Can articulate pain points and improvement opportunities",[162,2566,2567],{},"Are open to refining processes (not overly attached to legacy ways)",[87,2569,2570],{},[96,2571,2493],{},[159,2573,2574,2577,2580],{},[162,2575,2576],{},"Only understand the process at a high level",[162,2578,2579],{},"Are disconnected from daily execution",[162,2581,2582],{},"Default to “we’ve always done it this way”",[87,2584,2585],{},[96,2586,2509],{},[159,2588,2589,2592],{},[162,2590,2591],{},"1–2 Workflow Experts per functional workflow or team",[162,2593,2594],{},"Fully engaged in early in co-creation,",[135,2596,2598,2607],{"className":2597},[138],[141,2599,2600],{"v-slot:icon":67},[87,2601,2602],{},[121,2603],{"alt":2604,"src":2605,"className":2606},"What does “Co-Creation” mean?","\u002Fimages\u002Ficons\u002Fcloud5.svg",[150],[141,2608,2609],{"v-slot:heading":67},[83,2610,2604],{"id":2611},"what-does-co-creation-mean",[87,2613,2614],{},[91,2615,1283,2617,1283],{"className":2616},[94],[96,2618,2619],{},"Co-creation is how we ensure your team can own and evolve the system long after implementation",[87,2621,2622],{},"Our goal at Polished Geek is to help you learn the \"monday Mindset.\" By Co-creating your monday environment together, we ensure that after the engagement, you can take new processes and know how to adapt monday․com to do that.",[87,2624,2625],{},"We build with you.",[87,2627,2628],{},"That means…",[87,2630,2631],{},[96,2632,2633],{},"Your \"Homework\" May Include:",[2635,2636,2640],"div",{"className":2637},[2638,2639],"list_bullets","pl_5em",[159,2641,2642,2650,2657,2664,2671,2678,2685,2692,2699,2706],{},[162,2643,2644,1283,2647],{},[121,2645],{"alt":2646,"src":182},"List Bullet",[91,2648,2649],{},"Share screen on calls to drive and walk us through processes.",[162,2651,2652,1283,2654],{},[121,2653],{"alt":2646,"src":182},[91,2655,2656],{},"Bringing examples of end-to-end workflows of a project or task.",[162,2658,2659,1283,2661],{},[121,2660],{"alt":2646,"src":182},[91,2662,2663],{},"monday Basic Training Learning",[162,2665,2666,1283,2668],{},[121,2667],{"alt":2646,"src":182},[91,2669,2670],{},"monday champion tests and shares feedback from their team on monday proofs of concept and pilot boards created.",[162,2672,2673,1283,2675],{},[121,2674],{"alt":2646,"src":182},[91,2676,2677],{},"Define & provide examples of reporting metrics",[162,2679,2680,1283,2682],{},[121,2681],{"alt":2646,"src":182},[91,2683,2684],{},"Create basic boards",[162,2686,2687,1283,2689],{},[121,2688],{"alt":2646,"src":182},[91,2690,2691],{},"Populate sample data on newly created boards.",[162,2693,2694,1283,2696],{},[121,2695],{"alt":2646,"src":182},[91,2697,2698],{},"Apply on-call learning & skills gained from us and replicate those tasks for similar boards between calls.",[162,2700,2701,1283,2703],{},[121,2702],{"alt":2646,"src":182},[91,2704,2705],{},"Help define & create board views & column views",[162,2707,2708,1283,2710],{},[121,2709],{"alt":2646,"src":182},[91,2711,2712],{},"Create and try out new task automations",[87,2714,2715],{},[96,2716,2717],{},"Polished Geek Work",[2635,2719,2721],{"className":2720},[2638,2639],[159,2722,2723,2730,2737,2744,2751,2758,2765,2772],{},[162,2724,2725,1283,2727],{},[121,2726],{"alt":2646,"src":182},[91,2728,2729],{},"Translate & Optimize Workflows into best practices in monday",[162,2731,2732,1283,2734],{},[121,2733],{"alt":2646,"src":182},[91,2735,2736],{},"Provide training on mid-level & advanced architecture",[162,2738,2739,1283,2741],{},[121,2740],{"alt":2646,"src":182},[91,2742,2743],{},"Build & train on advanced and technical automations.",[162,2745,2746,1283,2748],{},[121,2747],{"alt":2646,"src":182},[91,2749,2750],{},"Establish data architecture based on best practices of both monday & industry standards.",[162,2752,2753,1283,2755],{},[121,2754],{"alt":2646,"src":182},[91,2756,2757],{},"Set up and train on board connections and communications.",[162,2759,2760,1283,2762],{},[121,2761],{"alt":2646,"src":182},[91,2763,2764],{},"Security permissions recommendations & best practices.",[162,2766,2767,1283,2769],{},[121,2768],{"alt":2646,"src":182},[91,2770,2771],{},"Set up advanced workflow builder automations.",[162,2773,2774,1283,2776],{},[121,2775],{"alt":2646,"src":182},[91,2777,2778],{},"Clarify who will work on what first, and what items need to wait.",[83,2780,2782],{"id":2781},"need-assistance","Need Assistance?",[87,2784,2785],{},"At Polished Geek, we help organizations build lasting capability through well-designed, well-adopted monday.com systems. Our co-creation model brings Executive Sponsors, Project Managers, Champions, and Workflow Experts into the work from day one to design, build, and optimize workflows that reflect how your business actually operates.",[87,2787,2788],{},"Along the way, we teach your team the monday mindset, enabling them to adapt, extend, and improve their system long after go-live.",[87,2790,2791,2792,2795,2796],{},"If you’re planning a change initiative and want help getting the internal alignment right from day one, book a ",[503,2793,2794],{"href":1315},"free consultation with PG"," to learn how we support ",[91,2797,1283,2799,1283],{"className":2798},[94],[96,2800,2801],{},"faster adoption, stronger ownership, and long-term success.",{"title":67,"searchDepth":68,"depth":68,"links":2803},[2804,2805],{"id":2264,"depth":68,"text":2265},{"id":2781,"depth":68,"text":2782},[516,517],"2026-01-29","Change fails when the wrong people are involved, or not involved at all. Learn the 4 roles that drive adoption and long-term success for complex initiatives.",{"fill":2810,"position":522,"image":2811,"icon":2812,"border":2815,"triangle":2816,"title":2817},"yellow2",{"active":62},{"active":525,"url":2813,"margin":527,"className":2814},"\u002Fimages\u002Ficons\u002FpeopleNetworkShadow.svg","people",{"active":525,"type":530,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":532},{"text":2818,"fs":1343},"The 4 Roles That Make or Break \u003Cspan class=\"bgs bgs_mpurple\">Change\u003C\u002Fspan> \u003Cspan class=\"bgs bgs_mpurple\">Initiatives\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fthe-4-roles-that-make-or-break-change-initiatives.png",{"metaTitle":2821},"The 4 Roles That Make or Break Change Initiatives | Polished Geek | Monday.com Platinum Partner",[2823],{"name":545,"content":546},"\u002Fblog\u002Fkey-roles-change-management","4 min.",{"title":2235,"description":2808},"03.blog\u002FKey Roles Change Management\u002Findex","JqZBHHhq6G5FYmaaOn2CPq23jTwNbjZTC2EMHeLha2U",{"id":2830,"title":2831,"author":77,"authorAvatar":78,"authorImg":79,"body":2832,"category":3100,"date":3101,"description":3102,"extension":60,"hero":3103,"image":3112,"imageAlt":539,"meta":3113,"metaData":3115,"navigation":525,"part":71,"path":3117,"readingTime":3118,"seo":3119,"shortDescription":3120,"stem":3121,"titleBr":2831,"videoId":71,"__hash__":3122},"blogPost\u002F03.blog\u002FLean Six Sigma Change Management\u002Findex.md","Why Lean Six Sigma Works for Complex Change Management",{"type":64,"value":2833,"toc":3091},[2834,2837,2840,2843,2854,2857,2860,2863,2867,2870,2873,2876,2886,2889,2893,2896,2917,2920,2923,2926,2929,2933,2936,2939,2942,2945,2949,2952,2955,2958,2972,2975,2979,2982,2992,3002,3005,3009,3012,3015,3041,3044,3052,3056,3066,3069,3078,3085,3088],[87,2835,2836],{},"Complex change is difficult to execute well. Organizations introduce new systems, redesign processes, or restructure teams with good intentions, yet many of these initiatives fail to deliver lasting results. The issue is rarely effort or intelligence. The issue is how the change is planned.",[87,2838,2839],{},"Many companies approach process and business problems reactively. A workflow slows down, errors increase, or reporting becomes unreliable.",[87,2841,2842],{},"The response is often to",[159,2844,2845,2848,2851],{},[162,2846,2847],{},"add a tool,",[162,2849,2850],{},"build a workaround, or",[162,2852,2853],{},"push teams to move faster.",[87,2855,2856],{},"These actions create activity, but they don’t always create improvement. Over time, these quick band-aid fixes add complexity, increase variation, and make problems harder to see.",[87,2858,2859],{},"At Polished Geek, we help your company solve process and business problems forma very different methodology with Lean Six Sigma.",[87,2861,2862],{},"Lean Six Sigma is a methodology that provides a structured way to plan change which reduces risk and increases buy-in along with the likelihood of measurable results.",[83,2864,2866],{"id":2865},"a-structured-way-to-solve-business-problems","A Structured Way to Solve Business Problems",[87,2868,2869],{},"Lean Six Sigma starts with clarity.",[87,2871,2872],{},"Before redesigning anything, it defines the problem in operational terms. Teams identify where work flows, where it stops, and what outcomes matter most.",[87,2874,2875],{},"Decisions are grounded in data, not assumptions.",[87,2877,2878,2879,2885],{},"This matters because many change initiatives begin with solutions. Teams select software, design new workflows, or introduce governance ",[91,2880,2882],{"className":2881},[94],[96,2883,2884],{},"without fully understanding the problem they’re trying to solve."," When that happens, inefficiencies get automated, confusion gets standardized, and misalignment spreads across teams.",[87,2887,2888],{},"Lean Six Sigma creates discipline early in the process. It helps teams align on what success looks like, what constraints exist, and where effort will have the greatest impact. That clarity sets the foundation for effective change.",[83,2890,2892],{"id":2891},"managing-complexity-through-systems-thinking","Managing Complexity Through Systems Thinking",[87,2894,2895],{},"As organizations grow,",[2897,2898,2899,2902,2905,2908,2911,2914],"ol",{},[162,2900,2901],{},"Complexity increases",[162,2903,2904],{},"Teams develop their own ways of working",[162,2906,2907],{},"Data lives in multiple places",[162,2909,2910],{},"Ownership becomes unclear",[162,2912,2913],{},"Hand-offs introduce delays",[162,2915,2916],{},"Reporting requires manual effort to reconcile inconsistencies",[87,2918,2919],{},"Lean Six Sigma (LSS) treats these issues as system problems. It looks at how work moves across teams rather than optimizing each team in isolation. LSS identifies 8 wastes that slow execution and create frustration, including unnecessary approvals, duplicate data entry, rework caused by missing inputs, and waiting for decisions with no clear owner.",[87,2921,2922],{},"When planning a change initiative, this perspective is critical.",[87,2924,2925],{},"Every new process or rule should simplify execution. Lean Six Sigma provides a framework to evaluate whether a change removes friction or adds to it.",[87,2927,2928],{},"This approach helps leaders make fewer decisions, with better outcomes.",[83,2930,2932],{"id":2931},"isnt-six-sigma-just-for-manufacturing","“Isn’t Six Sigma just for Manufacturing?”",[87,2934,2935],{},"Yes, Six Sigma did originate in manufacturing, but the principles apply to any environment where work flows through a system. Digital and service organizations have processes, handoffs, delays, errors, and rework, even if no physical product is involved. The difference is how waste shows up.",[87,2937,2938],{},"In digital and service environments, waste often appears as waiting for approvals, searching for information, duplicating updates across tools, unclear ownership, and work being sent back for revisions due to missing context.",[87,2940,2941],{},"These issues slow execution and frustrate teams, yet they’re often treated as normal parts of work. Read more about 8 wastes.",[87,2943,2944],{},"Lean Six Sigma helps teams identify and reduce these forms of waste by making work visible and measurable. The focus shifts from output volume to flow, quality, and consistency.",[83,2946,2948],{"id":2947},"designing-change-that-delivers-results","Designing Change That Delivers Results",[87,2950,2951],{},"Many organizations declare success when a change is launched, a new system goes live, a process is documented, or a training session is completed. But what about when performance doesn’t improve, do they know?",[87,2953,2954],{},"Lean Six Sigma ties change directly to outcomes. It defines metrics early and uses them to guide decisions throughout the initiative.",[87,2956,2957],{},"These metrics might include",[159,2959,2960,2963,2966,2969],{},[162,2961,2962],{},"Cycle time,",[162,2964,2965],{},"Error rates,",[162,2967,2968],{},"Throughput, or",[162,2970,2971],{},"Visibility into work in progress.",[87,2973,2974],{},"Clear measurement allows teams to adjust quickly. Leaders can distinguish between normal adoption challenges and structural issues that require correction. Over time, this creates confidence in both the change and the data used to evaluate it.",[83,2976,2978],{"id":2977},"supporting-adoption-through-practical-design","Supporting Adoption Through Practical Design",[87,2980,2981],{},"Processes fail when they don’t reflect how people actually work.",[87,2983,2984,2985,2991],{},"Lean Six Sigma incorporates the people doing the work ",[91,2986,2988],{"className":2987},[94],[96,2989,2990],{},"into the design process and involves co-creation."," It captures real workflows, real constraints, and real dependencies. Solutions are built to support execution, not theory.",[87,2993,2994,2995,3001],{},"This approach improves adoption because ",[91,2996,2998],{"className":2997},[94],[96,2999,3000],{},"teams understand the logic behind the change."," They know what’s expected, where work lives, and how decisions move forward. The system supports them instead of slowing them down.",[87,3003,3004],{},"This is especially important when implementing platforms like monday.com. Tools amplify whatever system they’re built on. Lean Six Sigma ensures that system is intentional.",[83,3006,3008],{"id":3007},"planning-change-instead-of-reacting-to-problems","Planning Change Instead of Reacting to Problems",[87,3010,3011],{},"Lean Six Sigma is often associated with fixing broken processes. Its greatest value comes from planning change before problems scale. It helps organizations slow down at the right moments, ask better questions, and avoid rework later.",[87,3013,3014],{},"When applied early, Lean Six Sigma can:",[2635,3016,3018],{"className":3017},[2638],[159,3019,3020,3027,3034],{},[162,3021,3022,1283,3024],{},[121,3023],{"alt":2646,"src":182},[91,3025,3026],{},"Reduce false starts,",[162,3028,3029,1283,3031],{},[121,3030],{"alt":2646,"src":182},[91,3032,3033],{},"Prevent over-engineering, and",[162,3035,3036,1283,3038],{},[121,3037],{"alt":2646,"src":182},[91,3039,3040],{},"Create alignment across teams.",[87,3042,3043],{},"Change will then become easier to manage because decisions are made with full visibility into downstream impact.",[87,3045,3046],{},[91,3047,3049],{"className":3048},[94],[96,3050,3051],{},"This approach saves time, reduces frustration, and increases confidence in execution.",[83,3053,3055],{"id":3054},"need-help-with-your-change","Need help with your change?",[1374,3057,3058],{},[141,3059,3060],{"v-slot:img":67},[87,3061,3062],{},[121,3063],{"alt":3064,"src":3065},"why Lean Six Sigma","\u002Fimages\u002FMondayBlog\u002Fwhy_lean_six_sigma.jpg",[87,3067,3068],{},"At Polished Geek, we use Lean Six Sigma as the foundation for how we approach complex change. We begin by understanding your business as a system. We map how work flows today, identify where it breaks down, and define what success means for your organization.",[87,3070,3071,3077],{},[91,3072,3074],{"className":3073},[94],[96,3075,3076],{},"Our team combines Lean Six Sigma, change management, and monday.com expertise to design solutions that scale and are adopted long-term."," We help organizations reduce waste, improve visibility, and create systems their teams trust.",[87,3079,3080,3081,3084],{},"If you’re planning a complex change and want a structured way to reduce risk, we invite you to ",[503,3082,3083],{"href":1315},"book a free consultation",". It’s a working session to discuss your goals, your challenges, and whether our approach fits your needs.",[87,3086,3087],{},"Complex change requires intention.",[87,3089,3090],{},"With the right structure, it becomes a driver of clarity, efficiency, and growth.",{"title":67,"searchDepth":68,"depth":68,"links":3092},[3093,3094,3095,3096,3097,3098,3099],{"id":2865,"depth":68,"text":2866},{"id":2891,"depth":68,"text":2892},{"id":2931,"depth":68,"text":2932},{"id":2947,"depth":68,"text":2948},{"id":2977,"depth":68,"text":2978},{"id":3007,"depth":68,"text":3008},{"id":3054,"depth":68,"text":3055},[516,517],"2026-01-22","Explore why organizational change management fails and how to lead successful transformation. Using Elevate 2025 Conference's data and the Lippitt–Knoster model, Polished Geek breaks down what actually works. | Polished Geek is a Platinum Partner of monday.com",{"fill":521,"position":522,"image":3104,"icon":3105,"border":3108,"triangle":3109,"title":3110},{"active":62},{"active":525,"url":3106,"margin":527,"className":3107},"\u002Fimages\u002Ficons\u002Fclouds.svg","clouds",{"active":525,"type":740,"position":531,"fill":532},{"active":525,"imageZone":525,"fill":534},{"text":3111,"fs":1343},"Why Use Lean Six Sigma When Planning \u003Cspan class=\"bgs bgs_mpurple\">Complex Change\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fwhy-use-lean-six-sigma-when-planning-complex-change.png",{"metaTitle":3114},"Why Lean Six Sigma Works for Complex Change Management | Polished Geek | Monday.com Platinum Partner",[3116],{"name":545,"content":546},"\u002Fblog\u002Flean-six-sigma-change-management","18 min.",{"title":2831,"description":3102},"Explore why organizational change management fails and how to lead successful transformation. Using Elevate 2025 Conference's data and the Lippitt–Knoster model, Polished Geek breaks down what actually works.","03.blog\u002FLean Six Sigma Change Management\u002Findex","pGPKtF2VHTCP2211wjP3RNovYwPr-7Ilw5BOhE1Olq0",{"id":3124,"title":3125,"author":77,"authorAvatar":78,"authorImg":79,"body":3126,"category":3436,"date":3437,"description":3438,"extension":60,"hero":3439,"image":3449,"imageAlt":539,"meta":3450,"metaData":3452,"navigation":525,"part":71,"path":3454,"readingTime":3455,"seo":3456,"shortDescription":3438,"stem":3457,"titleBr":3125,"videoId":71,"__hash__":3458},"blogPost\u002F03.blog\u002FLean Six Sigma Sipoc Change Management\u002Findex.md","How to plan your change management using SIPOC Diagrams",{"type":64,"value":3127,"toc":3421},[3128,3131,3134,3137,3141,3144,3149,3152,3155,3166,3169,3172,3175,3179,3182,3187,3195,3209,3220,3223,3237,3240,3243,3246,3260,3263,3270,3277,3297,3300,3306,3313,3331,3334,3338,3341,3344,3358,3361,3365,3368,3404,3408,3411,3414],[87,3129,3130],{},"When companies think about change management, they often jump straight to tools, training, or communication plans, but successful change will not start with tools, it will start with clarity.",[87,3132,3133],{},"Clarity about who is involved, what work is happening when, and how information or materials move from one team to the next.",[87,3135,3136],{},"That’s where the SIPOC diagrams come in (SIPOC means: Supplier, Input, Process, Output, Customer) and why they are most powerful after, or as a part of, discovery and process mapping. I often prefer to combine the process map and the SIPOC diagram into one visual with my clients.",[83,3138,3140],{"id":3139},"using-sipoc-as-a-refinement-tool","Using SIPOC as a Refinement Tool",[87,3142,3143],{},"In many organizations, SIPOC diagrams are introduced early as a high-level overview. While useful, that approach can miss very helpful insights.",[87,3145,3146],{},[121,3147],{"alt":3140,"src":3148},"\u002Fimages\u002FMondayBlog\u002FUsing-SIPOC-as-a-Refinement-Tool.jpg",[87,3150,3151],{},"The best time to use SIPOC is after you’ve completed discovery and built a process map.",[87,3153,3154],{},"At that point, your team already understands:",[159,3156,3157,3160,3163],{},[162,3158,3159],{},"The major milestones in the process",[162,3161,3162],{},"The departments involved",[162,3164,3165],{},"Where all of the handoffs exist",[87,3167,3168],{},"At this point, you can use SIPOC to pressure-test each milestone in your process map.",[87,3170,3171],{},"Instead of (or in addition to) one SIPOC for the entire process, you would treat each milestone (ie: a process map box) in the process map as its own mini SIPOC.",[87,3173,3174],{},"That’s where insights (or confusion) will appear.",[83,3176,3178],{"id":3177},"turning-each-process-milestone-into-a-mini-sipoc","Turning Each Process Milestone Into a mini SIPOC",[87,3180,3181],{},"Take one milestone from your process map, just one box, and ask:",[87,3183,3184],{},[121,3185],{"alt":3178,"src":3186},"\u002Fimages\u002FMondayBlog\u002FTurning-Each-Process-Milestone-Into-a-mini-SIPOC.jpg",[83,3188,3190,3194],{"id":3189},"supplier-who-is-the-supplier",[3191,3192,3193],"ins",{},"S","upplier: Who Is the Supplier?",[87,3196,3197,3198,3201,3202,3208],{},"In most cases, the ",[228,3199,3200],{},"Supplier"," is the step or department ",[91,3203,1283,3205,1283],{"className":3204},[94],[96,3206,3207],{},"immediately before"," the milestone you’re analyzing. This reframes internal teams as suppliers, which is a critical Lean mindset shift.",[83,3210,3212,3215,3216,3219],{"id":3211},"inputs-outputs-what-are-the-inputs-and-outputs",[3191,3213,3214],{},"I","nputs \u002F ",[3191,3217,3218],{},"O","utputs: What are the Inputs and Outputs?",[87,3221,3222],{},"This is the most important part of this exercise. For every milestone, ask:",[159,3224,3225,3231],{},[162,3226,3227,3230],{},[96,3228,3229],{},"What must this team receive to begin work?"," (Input - consider it the teams’ “Inbox”)",[162,3232,3233,3236],{},[96,3234,3235],{},"What must they complete to hand work off successfully?"," (Output - aka, the team’s “Outbox”)",[87,3238,3239],{},"When teams struggle to answer these questions clearly, you’ve found a problem to dig deeper into.",[87,3241,3242],{},"This is where you will uncover:",[87,3244,3245],{},"Missing inputs",[159,3247,3248,3251,3254,3257],{},[162,3249,3250],{},"Inconsistent formats",[162,3252,3253],{},"Unclear ownership",[162,3255,3256],{},"Rework and backtracking",[162,3258,3259],{},"“We thought they did that” moments",[87,3261,3262],{},"In other words, this is where some of the process gaps may reveal themselves. These steps are also helpful when building these processes into monday․com. Knowing the inputs each department needs to get started and having a place for them to “turn in” their work when completed helps to build an environment in monday that will transform it into the source of truth that it needs to be to help your team excel.",[83,3264,3266,3269],{"id":3265},"process-what-is-the-micro-process",[3191,3267,3268],{},"P","rocess: What Is the Micro Process?",[87,3271,3272,3273,3276],{},"The process inside a milestone is often far more detailed than what appears on the high-level map. For example, a box labeled ",[228,3274,3275],{},"“Send Email”"," might actually involve:*",[159,3278,3279,3282,3285,3288,3291,3294],{},[162,3280,3281],{},"Opening an email tool",[162,3283,3284],{},"Selecting the correct template",[162,3286,3287],{},"Personalizing content",[162,3289,3290],{},"Attaching documents",[162,3292,3293],{},"Confirming approvals",[162,3295,3296],{},"Sending and logging the action",[87,3298,3299],{},"These micro-steps are usually too detailed for an enterprise process map, but they’re the “process” part of these smaller SIPOC considerations.",[87,3301,3302,3303],{},"*",[228,3304,3305],{},"I’m not recommending to outline these micro processes, I’m simply highlighting that they exist.",[83,3307,3309,3312],{"id":3308},"customer-who-is-the-customer",[3191,3310,3311],{},"C","ustomer: Who Is the Customer?",[87,3314,3315,3316,3319,3320,3326,3327,3330],{},"The ",[228,3317,3318],{},"Customer"," is typically the ",[91,3321,1283,3323,1283],{"className":3322},[94],[96,3324,3325],{},"next department or role"," downstream. Even if the end (actual) customer never sees this step, there is ",[228,3328,3329],{},"always"," an internal customer relying on the output.",[87,3332,3333],{},"This reinforces accountability and highlights how delays or defects ripple through the organization.",[83,3335,3337],{"id":3336},"why-this-step-is-critical-for-change-management","Why This Step Is Critical for Change Management",[87,3339,3340],{},"Change fails when people are asked to adopt new ways of working without clear expectations.",[87,3342,3343],{},"By defining SIPOC at the milestone level, you will:",[159,3345,3346,3349,3352,3355],{},[162,3347,3348],{},"Create shared understanding across departments",[162,3350,3351],{},"Remove ambiguity before change is introduced",[162,3353,3354],{},"Reduce resistance caused by unclear handoffs",[162,3356,3357],{},"Design change around how work actually happens",[87,3359,3360],{},"Instead of managing change emotionally, you manage it structurally, understanding that the company works as a system.",[83,3362,3364],{"id":3363},"the-lean-six-sigma-connection","The Lean Six Sigma Connection",[87,3366,3367],{},"This approach is deeply rooted in Lean Six Sigma principles.",[159,3369,3370,3379,3388],{},[162,3371,3372,3378],{},[91,3373,1283,3375,1283],{"className":3374},[94],[96,3376,3377],{},"Lean"," focuses on eliminating waste. SIPOC can expose delays, rework, and unnecessary variation at handoff points.",[162,3380,3381,3387],{},[91,3382,1283,3384,1283],{"className":3383},[94],[96,3385,3386],{},"Six Sigma"," focuses on reducing defects. Clear inputs and outputs reduce errors caused by assumptions and inconsistency.",[162,3389,3390,3396,3397,3403],{},[91,3391,1283,3393,1283],{"className":3392},[94],[96,3394,3395],{},"SIPOC"," reinforces the idea that ",[91,3398,1283,3400],{"className":3399},[94],[96,3401,3402],{},"every process has a customer, a supplier, and inputs and outputs",", even when those customers and suppliers are internal.",[83,3405,3407],{"id":3406},"where-polished-geek-comes-in","Where Polished Geek Comes In",[87,3409,3410],{},"At Polished Geek, we help organizations uncover these hidden gaps, align teams, and design processes that work in the real world.",[87,3412,3413],{},"If your team is struggling with inefficiencies, unclear handoffs, or change initiatives that never seem to stick, we can help.",[87,3415,3416,3420],{},[503,3417,3419],{"href":505,"dataHref":506,"dataCtaId":3418},"blog-lean-six-sigma-sipoc","Contact Polished Geek for a free consultation"," to learn how we help teams save valuable time and money by building smarter, clearer, and more resilient processes.",{"title":67,"searchDepth":68,"depth":68,"links":3422},[3423,3424,3425,3427,3429,3431,3433,3434,3435],{"id":3139,"depth":68,"text":3140},{"id":3177,"depth":68,"text":3178},{"id":3189,"depth":68,"text":3426},"Supplier: Who Is the Supplier?",{"id":3211,"depth":68,"text":3428},"Inputs \u002F Outputs: What are the Inputs and Outputs?",{"id":3265,"depth":68,"text":3430},"Process: What Is the Micro Process?",{"id":3308,"depth":68,"text":3432},"Customer: Who Is the Customer?",{"id":3336,"depth":68,"text":3337},{"id":3363,"depth":68,"text":3364},{"id":3406,"depth":68,"text":3407},[516,517],"2026-02-25","Change breaks down at handoffs. Using SIPOC at the process map level reveals hidden gaps, reduces resistance, and creates shared clarity before complex change begins",{"fill":2810,"position":1040,"image":3440,"icon":3441,"border":3445,"triangle":3446,"title":3447},{"active":62},{"active":525,"url":3442,"margin":3443,"className":3444},"\u002Fimages\u002Ficons\u002FhandWithBulbShadow.svg","-14%","hand-with-bulb",{"active":525,"type":740,"position":531,"fill":532},{"active":62,"imageZone":525,"fill":40},{"text":3448,"fs":537},"\u003Cspan class=\"bgs bgs_mblue\" style=\"white-space: nowrap;\">Change Management\u003C\u002Fspan> \u003Cbr>with\u003Cbr> \u003Cspan class=\"bgs bgs_mblue\">SIPOC \u003C\u002Fspan> Diagrams","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fhow-to-plan-your-change-management-using-sipoc-diagrams.png",{"metaTitle":3451,"className":542},"Plan Change with SIPOC: Clarity Before Tools | Polished Geek | monday.com Platinum 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Management\u002Findex","95DuB5IV2VUqoNK7fCEQgHW242zVW-Be3ekO4t6gj0M",{"id":75,"title":76,"author":77,"authorAvatar":78,"authorImg":79,"body":3460,"category":3778,"date":518,"description":519,"extension":60,"hero":3779,"image":538,"imageAlt":539,"meta":3785,"metaData":3786,"navigation":525,"part":71,"path":547,"readingTime":548,"seo":3788,"shortDescription":519,"stem":550,"titleBr":76,"videoId":71,"__hash__":551},{"type":64,"value":3461,"toc":3773},[3462,3464,3476,3483,3485,3489,3491,3495,3509,3517,3531,3541,3555,3575,3589,3593,3595,3604,3618,3626,3640,3654,3668,3676,3690,3697,3711,3713,3735,3737,3751,3755,3762,3769],[83,3463,76],{"id":85},[87,3465,89,3466,99,3471],{},[91,3467,3469],{"className":3468},[94],[96,3470,98],{},[91,3472,3474],{"className":3473},[94],[96,3475,105],{},[87,3477,108,3478],{},[91,3479,3481],{"className":3480},[94],[96,3482,114],{},[87,3484,117],{},[87,3486,3487],{},[121,3488],{"alt":76,"src":123},[83,3490,127],{"id":126},[87,3492,3493,133],{},[96,3494,132],{},[135,3496,3498,3505],{"className":3497},[138,139],[141,3499,3500],{"v-slot:icon":67},[87,3501,3502],{},[121,3503],{"alt":147,"src":148,"className":3504},[150],[141,3506,3507],{"v-slot:heading":67},[154,3508,157],{"id":156},[159,3510,3511,3513,3515],{},[162,3512,164],{},[162,3514,167],{},[162,3516,170],{},[135,3518,3520,3527],{"className":3519},[138,174],[141,3521,3522],{"v-slot:icon":67},[87,3523,3524],{},[121,3525],{"alt":181,"src":182,"className":3526},[150],[141,3528,3529],{"v-slot:heading":67},[154,3530,189],{"id":188},[159,3532,3533,3535,3537,3539],{},[162,3534,194],{},[162,3536,197],{},[162,3538,200],{},[162,3540,203],{},[135,3542,3544,3551],{"className":3543},[138,174],[141,3545,3546],{"v-slot:icon":67},[87,3547,3548],{},[121,3549],{"alt":213,"src":214,"className":3550},[150],[141,3552,3553],{"v-slot:heading":67},[154,3554,221],{"id":220},[159,3556,3557,3561,3563,3565,3573],{},[162,3558,226,3559,231],{},[228,3560,230],{},[162,3562,234],{},[162,3564,237],{},[162,3566,240,3567],{},[159,3568,3569,3571],{},[162,3570,245],{},[162,3572,248],{},[162,3574,251],{},[135,3576,3578,3585],{"className":3577},[138],[141,3579,3580],{"v-slot:icon":67},[87,3581,3582],{},[121,3583],{"alt":261,"src":262,"className":3584},[150],[141,3586,3587],{"v-slot:heading":67},[154,3588,269],{"id":268},[87,3590,272,3591,276],{},[96,3592,275],{},[83,3594,280],{"id":279},[87,3596,3597,285,3599],{},[96,3598,132],{},[91,3600,3602],{"className":3601},[94],[96,3603,291],{},[135,3605,3607,3614],{"className":3606},[138,139],[141,3608,3609],{"v-slot:icon":67},[87,3610,3611],{},[121,3612],{"alt":147,"src":148,"className":3613},[150],[141,3615,3616],{"v-slot:heading":67},[154,3617,157],{"id":306},[159,3619,3620,3622,3624],{},[162,3621,311],{},[162,3623,314],{},[162,3625,317],{},[135,3627,3629,3636],{"className":3628},[138,174],[141,3630,3631],{"v-slot:icon":67},[87,3632,3633],{},[121,3634],{"alt":181,"src":182,"className":3635},[150],[141,3637,3638],{"v-slot:heading":67},[154,3639,189],{"id":332},[159,3641,3642,3644,3646,3650,3652],{},[162,3643,337],{},[162,3645,340],{},[162,3647,343,3648,347],{},[96,3649,346],{},[162,3651,350],{},[162,3653,353],{},[135,3655,3657,3664],{"className":3656},[138,174],[141,3658,3659],{"v-slot:icon":67},[87,3660,3661],{},[121,3662],{"alt":213,"src":214,"className":3663},[150],[141,3665,3666],{"v-slot:heading":67},[154,3667,221],{"id":368},[159,3669,3670,3672,3674],{},[162,3671,373],{},[162,3673,376],{},[162,3675,379],{},[135,3677,3679,3686],{"className":3678},[138],[141,3680,3681],{"v-slot:icon":67},[87,3682,3683],{},[121,3684],{"alt":261,"src":262,"className":3685},[150],[141,3687,3688],{"v-slot:heading":67},[154,3689,269],{"id":394},[87,3691,397,3692,404],{},[91,3693,3695],{"className":3694},[94],[96,3696,403],{},[135,3698,3700,3707],{"className":3699},[138],[141,3701,3702],{"v-slot:icon":67},[87,3703,3704],{},[121,3705],{"alt":414,"src":415,"className":3706},[150],[141,3708,3709],{"v-slot:heading":67},[83,3710,414],{"id":421},[87,3712,424],{},[159,3714,3715,3722,3729,3731,3733],{},[162,3716,429,3717],{},[91,3718,3720],{"className":3719},[94],[96,3721,435],{},[162,3723,438,3724],{},[91,3725,3727],{"className":3726},[94],[96,3728,444],{},[162,3730,447],{},[162,3732,450],{},[162,3734,453],{},[87,3736,456],{},[135,3738,3740,3747],{"className":3739},[138],[141,3741,3742],{"v-slot:icon":67},[87,3743,3744],{},[121,3745],{"alt":466,"src":467,"className":3746},[150],[141,3748,3749],{"v-slot:heading":67},[83,3750,466],{"id":473},[87,3752,476,3753,480],{},[96,3754,479],{},[87,3756,483,3757],{},[91,3758,3760],{"className":3759},[94],[96,3761,489],{},[87,3763,492,3764],{},[91,3765,3767],{"className":3766},[94],[96,3768,498],{},[87,3770,501,3771,509],{},[503,3772,508],{"href":505,"dataHref":506,"dataCtaId":507},{"title":67,"searchDepth":68,"depth":68,"links":3774},[3775,3776,3777],{"id":85,"depth":68,"text":76},{"id":126,"depth":68,"text":127},{"id":279,"depth":68,"text":280},[516,517],{"fill":521,"position":522,"image":3780,"icon":3781,"border":378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monday.com Impact Series Part 1 Resource Management\u002Findex.md","The monday.com Impact Series, Part 1: Resource Management",{"type":64,"value":3793,"toc":4139},[3794,3809,3824,3829,3838,3847,3856,3859,3863,3866,3907,3911,3919,3922,3926,3933,3942,3945,3948,3951,3954,3958,3961,3970,3973,3981,3984,3987,3990,3994,4000,4014,4017,4024,4027,4031,4039,4042,4045,4052,4056,4063,4066,4069,4076,4080,4083,4086,4089,4093,4096,4099,4107,4111,4114,4123,4127,4130,4133],[87,3795,3796,3797,3800,3801,3808],{},"In our special ",[96,3798,3799],{},"monday.com Impact Series",", we dig deep into four fundamental ways that the ",[503,3802,3805],{"href":3803,"rel":3804},"https:\u002F\u002Fmonday.com\u002Fproduct\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=q3EipgkDgyBs&utm_source=Partner&utm_campaign=na-polishedgeek",[772],[96,3806,3807],{},"monday Work OS"," positively impacts organizations of all shapes and sizes.",[87,3810,3811,3812,3816,3820],{},"Part One (this post): Resource Management\n",[503,3813,3815],{"href":3814},"\u002Fblog\u002Fthe-monday.com-impact-series-part-2-productivity\u002F","Part Two: Team Productivity",[503,3817,3819],{"href":3818},"\u002Fblog\u002Fthe-monday.com-impact-series-part-3-accountability-and-employee-engagement\u002F","Part Three: Accountability & Employee Engagement",[503,3821,3823],{"href":3822},"\u002Fblog\u002Fthe-monday.com-impact-series-part-4-team-collaboration-and-communication\u002F","Part Four: Team Collaboration & Communication",[87,3825,3826],{},[96,3827,3828],{},"In this post, Part One of our Impact Series, we'll focus first on project resource management.",[87,3830,3831,3832,3837],{},"Resource planning, allocation, and management are key to the success of any project within any organization, regardless of the size or niche. However, this phase comes with many challenges, especially in times like the ",[503,3833,3836],{"href":3834,"rel":3835},"https:\u002F\u002Fen.wikipedia.org\u002Fwiki\u002FGreat_Resignation",[772],"Great Resignation"," that began in 2021 and continues today.",[87,3839,3840,3841,3846],{},"Even though executives today can spend more than ",[503,3842,3845],{"href":3843,"rel":3844},"https:\u002F\u002Fhbr.org\u002F2017\u002F07\u002Fstop-the-meeting-madness",[772],"23 hours a week"," in meetings, more often than not, companies are not utilizing their talented resources to full capacity. ",[87,3848,3849,3850,3855],{},"One of the major obstacles is workload forecasting or ",[503,3851,3854],{"href":3852,"rel":3853},"https:\u002F\u002Fwww.techopedia.com\u002Fdefinition\u002F30469\u002Fresource-capacity-planning",[772],"capacity planning",". Many times, companies do not have a solid understanding of their current and future resource capacity. This results in poor or unrealistic resource allocation, which, in turn, hampers the project timeline, causing delays and often disappointed customers.",[87,3857,3858],{},"All these issues with managing resources can be improved with the right software solution. But, before we discuss solutions, let's get a better understanding of resource management challenges. ",[83,3860,3862],{"id":3861},"challenges-and-mistakes-with-resource-management","Challenges and Mistakes with Resource Management",[87,3864,3865],{},"Aside from poor resource capacity planning, companies face many other hurdles when assigning and managing resources. ",[159,3867,3868,3874,3880,3895,3901],{},[162,3869,3870,3873],{},[96,3871,3872],{},"Resource Risk Assessment."," When it comes to risk assessment for projects, managers often consider risks associated with technology or the environment, not the resources. Assessing the risks of resources, tangible or intangible, is important for allocating resources with minimal risk. ",[162,3875,3876,3879],{},[96,3877,3878],{},"Resource Optimization."," Resources already assigned tasks are often not optimized. On the other hand, some resources are not assigned tasks commensurate with their skill level. In other words, they are working on tasks too easy for them. This happens because of a lack of oversight. ",[162,3881,3882,3885,3886,3894],{},[96,3883,3884],{},"Unplanned Requests."," According to one research report, ",[96,3887,3888,3893],{},[503,3889,3892],{"href":3890,"rel":3891},"https:\u002F\u002Fwww.pagerduty.com\u002Fblog\u002F5-ways-unplanned-work-disrupting-business",[772],"77%"," of developers lose 100 hours or more"," in a year because of unplanned work. As a result of too many unplanned and unscheduled requests, not only do projects get delayed, but employees also risk burnout by doing too much. ",[162,3896,3897,3900],{},[96,3898,3899],{},"Lack of Flexibility."," One of the biggest challenges of resource management is shifting resources according to evolving organizational needs. However, most companies do not have a planned response for this purpose and randomly reassign resources. ",[162,3902,3903,3906],{},[96,3904,3905],{},"Inadequate Transition Between Projects."," In many organizations, some resources are needed on more than one project. Shared resources will have a hard time switching from one project to another without a transition method or process, resulting in lower productivity and more confusion for teams. ",[83,3908,3910],{"id":3909},"how-does-mondaycom-help-with-resource-management","How Does monday.com Help with Resource Management?",[87,3912,3913,3918],{},[503,3914,3917],{"href":3915,"rel":3916},"https:\u002F\u002Fmonday.com\u002Fproject-management?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=r819nL0MrkO2&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Resource planning and management"," are at the heart of monday.com Work OS, which streamlines many seemingly trivial yet significantly important aspects of projects, particularly workflows.",[87,3920,3921],{},"In addition, the Work OS is powered by many features and tools that address resource management problems head-on. As a result, organizations can better optimize their resources, especially material and human resources. ",[154,3923,3925],{"id":3924},"resource-management-template","Resource Management Template",[87,3927,3928],{},[121,3929],{"alt":3930,"src":3931,"title":3932},"A Resource Management Template","\u002Fimages\u002FMondayBlog\u002Fresource-management-template.webp","Example Resource Management Template",[87,3934,3935,3936,3941],{},"For starters, there are ",[503,3937,3940],{"href":3938,"rel":3939},"https:\u002F\u002Fmonday.com\u002Ftemplates?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=NqeGDkWNzzgQ&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"over 200 monday.com templates"," that can be customized to fit your company and project needs. Several of these templates help project managers manage different types of resources easily. ",[87,3943,3944],{},"Templates can be customized to give a bird's eye overview of what resources are assigned to what tasks and, more importantly, the progress of those tasks. That way, you can keep track of activities and tasks and manage resource time better. ",[87,3946,3947],{},"You can assign tasks without running the risk of over assignment or redundancy. In other words, having a resource management tool like monday.com ensures that no task is accidentally assigned to two resources when one can do it just fine. ",[87,3949,3950],{},"Conversely, it also ensures no single resource is assigned too many tasks and overwhelmed with a volume of work that they cannot handle. ",[87,3952,3953],{},"For enterprises that operate in different locations or have remote team members, a resource management board can specify the location of each resource. Therefore, managers have a better understanding of where physical assets or personnel are located.",[154,3955,3957],{"id":3956},"dashboard-widgets","Dashboard Widgets",[87,3959,3960],{},"One of the best features of the monday.com Work OS is its highly customizable dashboard. You can customize the dashboard with widgets that bring together different boards and summarize the current status.",[87,3962,3963,3964,3969],{},"A ",[503,3965,3968],{"href":3966,"rel":3967},"https:\u002F\u002Fmonday.com\u002Ffeatures\u002Fdashboards?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=mlxbhHFpiOcP&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com dashboard"," can be designed with a resource-centric display, which means all the data and schedules are based on resources. This comes in handy when organizations have multiple projects running simultaneously with the same resources working on all of them. ",[87,3971,3972],{},"For example, suppose a DevOps team is working on multiple software solutions. The resource management dashboard will display all the details for resources rather than individual projects. That way, managers can track resources directly without jumping from one project board to another.",[87,3974,3975,3980],{},[121,3976],{"alt":3977,"src":3978,"title":3979},"A Dashboard view","\u002Fimages\u002FMondayBlog\u002Fdashboard-view.png","Dashboards show a lot in a little space"," ",[87,3982,3983],{},"You can place a resource management widget on the dashboard to glance at resource performance every time you visit the dashboard. As a management tool, monday.com makes it easier to track different workflows, which can give you the big picture view when presented together in widgets. ",[87,3985,3986],{},"More importantly, with the widgets in front of you at all times, you can track the progress of workflows in the context of each other. ",[87,3988,3989],{},"For instance, if your budget tracker widget indicates overspending, perhaps it's time to visit the resource planner and optimize allocation further to ensure the budget isn't exceeded.",[154,3991,3993],{"id":3992},"board-views","Board Views",[87,3995,3996],{},[121,3997],{"alt":3998,"src":3999,"title":3998},"Example of a Board View","\u002Fimages\u002FMondayBlog\u002Fboard-views.png",[87,4001,4002,4003,4008,4009,3980],{},"A huge variety of configurable board views on monday.com help you understand exactly what is going on. In terms of resource planning and management, the representation of a resource management board in easy to understand charts and graphs (for example, ",[503,4004,4007],{"href":4005,"rel":4006},"https:\u002F\u002Fmonday.com\u002Ffeatures\u002Fgantt?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=J4q3IeSKwRd3&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Gantt Charts",") will help immensely. Managers can also tell if the task progress is timely or not without necessarily needing to communicate with the team member. ",[121,4010],{"alt":4011,"src":4012,"title":4013},"A gantt view","\u002Fimages\u002FMondayBlog\u002Fgantt-view.png","Manage resources with a Gantt chart",[87,4015,4016],{},"Managers can immediately determine which resources are available to take on more tasks by using a monday.com workload widget.",[87,4018,4019],{},[121,4020],{"alt":4021,"src":4022,"title":4023},"workload widget view","\u002Fimages\u002FMondayBlog\u002Fworkload_widget_view.png","workload_widget_view image",[87,4025,4026],{},"It's important to mention that all of the information presented in monday.com board views is updated in real-time. Therefore, resource managers have the latest status on resources and the tasks for which they are responsible.",[154,4028,4030],{"id":4029},"time-tracking","Time Tracking",[87,4032,4033,4034,4038],{},"Time tracking is another feature of monday.com, available with ",[503,4035,4037],{"href":4036},"\u002Fblog\u002Fmonday.com-pro-vs-enterprise-plan-which-is-right-for-you\u002F","Pro and Enterprise plans",", which helps with resource management. This tracker monitors the time spent on each task. ",[87,4040,4041],{},"How can this help with better resource management? Many tasks may be repeated across projects. When you know how long a task typically takes, you can assign the timeframe for the task accordingly. ",[87,4043,4044],{},"As a result, the team member assigned the task has plenty of time to work on it. This essentially eliminates any guesswork on the resource manager's part.",[87,4046,4047,3980],{},[121,4048],{"alt":4049,"src":4050,"title":4051},"monday.com time tracking","\u002Fimages\u002FMondayBlog\u002Fmonday.com-time-tracking.png","monday.com-time-tracking image",[154,4053,4055],{"id":4054},"location-map-views","Location & Map Views",[87,4057,4058],{},[121,4059],{"alt":4060,"src":4061,"title":4062},"The monday.com Map View","\u002Fimages\u002FMondayBlog\u002Fmap-view.png","Example of a map view",[87,4064,4065],{},"Location and map views make it easy to keep track of resource location. Not only do you know where the resource is but, with one click, you can get all the information you need to know what's nearby, whether it's a vendor or employee directory or client sites you choose to map.",[87,4067,4068],{},"This feature is also useful for other resources working on the same project. They can quickly find out where someone is located should they need to contact them. ",[87,4070,4071],{},[121,4072],{"alt":4073,"src":4074,"title":4075},"map view config","\u002Fimages\u002FMondayBlog\u002Fmap-view-config.png","map-view-config image",[154,4077,4079],{"id":4078},"team-communication","Team Communication",[87,4081,4082],{},"Communication is critical when teams are working with shared resources. The monday.com Work OS makes teamwork seamless by facilitating communication between team members. ",[87,4084,4085],{},"It also brings into the fold people from other departments, so communication within and outside of the team takes place on a single platform. ",[87,4087,4088],{},"With each item in the resource management board, there's an option called Updates where you can quickly post a message to the resource (team member). You can even send files to team resources through this feature, eliminating the need to send files via email.",[154,4090,4092],{"id":4091},"reporting-and-analysis","Reporting and Analysis",[87,4094,4095],{},"For larger organizations, there's an additional advantage of using monday.com for resource management. The resource board and all the data on it can be translated into actionable data through multiple levels of reporting. ",[87,4097,4098],{},"When a project finishes, or perhaps at the end of every month, resource managers can generate reports to see how effective their management style has been and what they need to do to optimize resources. ",[87,4100,3315,4101,4106],{},[503,4102,4105],{"href":4103,"rel":4104},"https:\u002F\u002Fmonday.com\u002Fenterprise?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=3zx6fkFwIGGa&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com Enterprise plan"," is equipped with additional reporting of work insights that further improve workflows and management, including utilizing resources to their full capacity. ",[154,4108,4110],{"id":4109},"hr-management","HR Management",[87,4112,4113],{},"A crucial part of project resource management is played by the HR department, as this department is responsible for recruiting and training new employees. Naturally, they are responsible for ensuring human resources in the company have a great employee experience. ",[87,4115,4116,4117,4122],{},"Aside from streamlining the typical day-to-day ",[503,4118,4121],{"href":4119,"rel":4120},"https:\u002F\u002Fmonday.com\u002Fuse-cases\u002Fhr-management-software?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=r8JfohhM58oM&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"HR tasks and workflows",", using monday.com also enables the HR department to fill gaps in resource needs. If team members in a project are continuously being overworked, it's an indicator for HR to find additional new talent, which they can do so more quickly with the help of monday.com workflow boards for recruitment and onboarding.",[83,4124,4126],{"id":4125},"mondaycom-makes-resource-management-easy","monday.com Makes Resource Management Easy",[87,4128,4129],{},"monday.com can alleviate many of the pain points of resource management by leveraging the power of scheduling, communication, and reporting. Everything is at the fingertips of management, so they can use their team of resources the best way they can. ",[87,4131,4132],{},"Part Two in our Impact Series will dive into one of the most common problems companies of all sizes inevitably deal with: lower productivity. Learn how you can increase productivity through optimized workflows in your Work OS. ",[87,4134,4135,4138],{},[503,4136,4137],{"href":1315},"Contact Polished Geek today for an extended free trial of monday.com"," plus a free Q&A session with an expert to learn how monday.com can take your company to the next level in resource planning, management, and optimization.",{"title":67,"searchDepth":68,"depth":68,"links":4140},[4141,4142,4152],{"id":3861,"depth":68,"text":3862},{"id":3909,"depth":68,"text":3910,"children":4143},[4144,4145,4146,4147,4148,4149,4150,4151],{"id":3924,"depth":730,"text":3925},{"id":3956,"depth":730,"text":3957},{"id":3992,"depth":730,"text":3993},{"id":4029,"depth":730,"text":4030},{"id":4054,"depth":730,"text":4055},{"id":4078,"depth":730,"text":4079},{"id":4091,"depth":730,"text":4092},{"id":4109,"depth":730,"text":4110},{"id":4125,"depth":68,"text":4126},[4154],"versus","2022-06-17","In our special monday.com Impact Series, we dig deep into four fundamental ways that the monday Work OS positively impacts organizations of all shapes and sizes.",{"fill":521,"position":1040,"image":4158,"icon":4159,"border":4161,"triangle":4164,"title":4166},{"active":62},{"active":525,"type":4160},"type-5",{"active":525,"type":1980,"position":4162,"fill":4163},"bottom","violet",{"active":525,"imageZone":62,"fill":4165},"bgblue",{"text":4167,"fs":1050},"monday.com\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Impact\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Series\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fthe-monday.com-impact-series.png",{"ctaText":4170},"More Info",[4172],{"name":545,"content":4173},"monday.com, resource management, project management, workload forecasting, capacity planning, HR management, team communication, time tracking, dashboard widgets, board views, reporting and analysis, resource allocation, project templates, map views, workflow optimization, Polished Geek","1","\u002Fblog\u002Fthe-monday.com-impact-series-part-1-resource-management",{"title":3791,"description":4156},"03.blog\u002FThe monday.com Impact Series Part 1 Resource Management\u002Findex","IGHDrB1f0A7d9_wrlhfFl83cwPB6g40uhi5LLbrIyR8",{"id":4180,"title":4181,"author":556,"authorAvatar":557,"authorImg":558,"body":4182,"category":4566,"date":4567,"description":4186,"extension":60,"hero":4568,"image":4168,"imageAlt":71,"meta":4574,"metaData":4575,"navigation":525,"part":4578,"path":4579,"readingTime":751,"seo":4580,"shortDescription":71,"stem":4581,"titleBr":4181,"videoId":71,"__hash__":4582},"blogPost\u002F03.blog\u002FThe monday.com Impact Series Part 2 Productivity\u002Findex.md","The monday.com Impact Series, Part 2: Productivity",{"type":64,"value":4183,"toc":4554},[4184,4187,4196,4205,4208,4211,4215,4218,4221,4224,4286,4290,4299,4302,4306,4314,4317,4326,4333,4336,4342,4345,4348,4362,4364,4367,4376,4379,4382,4385,4388,4395,4399,4402,4405,4408,4415,4419,4428,4431,4438,4441,4444,4450,4453,4457,4470,4479,4483,4486,4489,4496,4500,4503,4506,4509,4519,4526,4536],[87,4185,4186],{},"In the second part of our monday.com Impact series, we address something even the most well-managed businesses struggle with: productivity.",[87,4188,4189,4190,4195],{},"A study by HubSpot found that companies in the U.S. suffer a cost to the tune of ",[503,4191,4194],{"href":4192,"rel":4193},"https:\u002F\u002Fblog.hubspot.com\u002Fmarketing\u002Fproductivity-prohibitors",[772],"$1.8 billion in lost productivity"," each year. The same report points out many ways employees have low productivity. For example, as much as 28 percent of the average office worker's time is spent on unnecessary distractions. ",[87,4197,4198,4199,4204],{},"According to another source, the “Task Management Trends Report,” only ",[503,4200,4203],{"href":4201,"rel":4202},"https:\u002F\u002Fwww.inc.com\u002Fmarcel-schwantes\u002Fnew-report-only-12-percent-of-employees-are-fully-productive-at-work-the-reasons-why-may-surprise-you.html",[772],"12% of employees"," are fully productive. ",[87,4206,4207],{},"While companies are quick to blame the employees for this lack of productivity, the responsibility of increasing business productivity falls on the organization as well. ",[87,4209,4210],{},"The good news is that increasing productivity is not that difficult if you take the right steps. It's essentially a combination of employee productivity training, company-wide productivity practices, and leveraging the tools that optimize productivity. ",[83,4212,4214],{"id":4213},"challenges-of-improving-productivity","Challenges of Improving Productivity",[87,4216,4217],{},"The internet is filled with guides for increasing productivity, often with some kind of 'magical' formula that guarantees an increase in employee productivity. Yet, the statistics show astoundingly low numbers in productivity across industries. ",[87,4219,4220],{},"Businesses are still struggling to have their workers work to their full potential despite applying the myriads of solutions. So what's going wrong?",[87,4222,4223],{},"Here are some of the biggest challenges to productivity in business:",[159,4225,4226,4242,4264,4280],{},[162,4227,4228,4231,4232,4237,4238,4241],{},[96,4229,4230],{},"Employee Disengagement."," A Gallup report pointed out that ",[503,4233,4236],{"href":4234,"rel":4235},"https:\u002F\u002Fnews.gallup.com\u002Fbusinessjournal\u002F162953\u002Ftackle-employees-stagnating-engagement.aspx",[772],"disengaged employees"," cost American companies $450 to $550 billion every year. It says over ",[96,4239,4240],{},"70%"," of employees in the U.S  are unproductive, mainly due to disengagement. Employees simply don't feel motivated enough to put in the work. A lot of it has to do with company culture. For example, being subjected to...",[162,4243,4244,4247,4248,4251,4252,1494,4257,4259],{},[96,4245,4246],{},"Meaningless Meetings."," You've probably seen those \"this could have been an email\" memes. The meeting culture developed over the last few decades has become quite widespread. Managers and employees spend way too much time in meetings. A whopping ",[96,4249,4250],{},"71%"," of professionals spend time in ",[503,4253,4256],{"href":4254,"rel":4255},"https:\u002F\u002Fwww.booqed.com\u002Fblog\u002Fminutes-wasted-of-meeting-50-shocking-meeting-statistics",[772],"unnecessary or canceled meetings",[805,4258],{},[121,4260],{"alt":4261,"src":4262,"title":4263},"Another meeting email meme","\u002Fimages\u002FMondayBlog\u002Fmeeting-email-meme.jpg","meeting-email-meme image",[162,4265,4266,4269,4270,4275,4276,4279],{},[96,4267,4268],{},"Emails."," Believe it or not, emails are themselves a big hurdle to productivity. Many companies still utilize emails as the main source of communication, and it's proving to be less than efficient for inter-organization communication. A ",[503,4271,4274],{"href":4272,"rel":4273},"https:\u002F\u002Fbusiness.adobe.com\u002Fblog\u002Fperspectives\u002Flove-email-but-spreading-the-love-other-channels",[772],"2018 Adobe survey"," found that individuals spend ",[96,4277,4278],{},"3.1"," hours on weekdays dealing with work emails. ",[162,4281,4282,4285],{},[96,4283,4284],{},"Poor Workflows and Handoffs."," Workflows are proportionate to productivity. Bad workflows result in low productivity, period. For larger enterprises, this is an even bigger problem than for SMEs (small and medium enterprises). With interconnected departments and teams, workflows tend to get overly complicated and result in poor information sharing, unorganized teams, and large productivity losses. ",[83,4287,4289],{"id":4288},"how-does-mondaycom-improve-business-productivity","How Does monday.com Improve Business Productivity?",[87,4291,4292,4293,4298],{},"You can hold seminars on productivity, call in the big guns from the industry, and use ",[503,4294,4297],{"href":4295,"rel":4296},"https:\u002F\u002Fmonday.com\u002Fblog\u002Fproductivity\u002F6-productivity-systems-know\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=bIolOhj5pQ0l&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"productivity systems","; you can't do much without the tools required to enhance productivity. This is where the monday.com Work OS comes in to help amplify business productivity. ",[87,4300,4301],{},"But exactly how can a business improve productivity with monday.com?",[154,4303,4305],{"id":4304},"powerful-workflow-boards","Powerful Workflow Boards",[87,4307,4308,4309,4313],{},"The core offering of monday.com is built around enhancing productivity. As mentioned, better workflows result in higher productivity. These workflows help lessen the communication gaps, proactively ",[503,4310,4312],{"href":4311},"\u002Fblog\u002Fthe-monday.com-impact-series-part-1-resource-management\u002F","assign tasks to the right resources",", and consider risks and contingencies. ",[87,4315,4316],{},"The result is more structure, better communication, and, you guessed it, more productivity. ",[87,4318,4319,4320,4325],{},"An example is the ",[503,4321,4324],{"href":4322,"rel":4323},"https:\u002F\u002Fmonday.com\u002Ffeatures\u002Fkanban?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=ep7BlmMYxjO1&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Kanban system",", which is highly popular for development projects. monday.com's Kanban workflow can be fully customized and scaled according to the project.",[87,4327,4328],{},[121,4329],{"alt":4330,"src":4331,"title":4332},"The monday.com kanban view","\u002Fimages\u002FMondayBlog\u002Fmonday.com-kanban-view.png","Example of a monday.com kanban view",[87,4334,4335],{},"The monday.com Kanban view helps increase efficiency and decrease cost. Some may define that as the true definition of productivity in a business setting. By visualizing tasks in a project, the Kanban board improves workflow and transition between different project stages. It also makes it easier for multiple teams to collaborate, which is often the case in big projects. ",[87,4337,4338,4339,4341],{},"That's just one example of how monday.com helps you increase productivity through better workflows. With the ",[503,4340,4037],{"href":4036},", you can create powerful high-level boards for managing different workloads, be it project-based or department-based. ",[87,4343,4344],{},"Additionally, monday.com brings these different boards together on a single dashboard where you can see key information presented in widgets. All of this is customizable, so you set the rules about what you want to see and how you want to see it on the dashboard. ",[87,4346,4347],{},"By having better workflows, employee productivity increases in the following ways:",[159,4349,4350,4353,4356,4359],{},[162,4351,4352],{},"Redundancy in task assignments goes down.",[162,4354,4355],{},"Project scope and schedule become more clear.",[162,4357,4358],{},"Task dependencies are better understood, to improve on-time project delivery.",[162,4360,4361],{},"Team members and managers are more aware of real-time project progress.",[154,4363,4079],{"id":4078},[87,4365,4366],{},"The easiest way to tackle productivity issues within an organization is simply by improving communication. ",[87,4368,4369,4370,4375],{},"One survey of ",[503,4371,4374],{"href":4372,"rel":4373},"https:\u002F\u002Fwww.inc.com\u002Fmichael-schneider\u002Fthe-extrovert-vs-introvert-dynamic-could-be-costing-your-organization-millions-heres-how-to-bridge-communication-gap.html",[772],"400 corporations from the U.K. and the U.S."," showed that, on average, these corporations were losing $62.4 million due to communication barriers. ",[87,4377,4378],{},"The monday.com Work OS makes communication among team members and even members outside the team swift and seamless.",[87,4380,4381],{},"It deals with communication barriers with more transparency. Making informational resources like plans, schedules, concerns, risks, and statistics visible to all team members leaves no room for assumptions.",[87,4383,4384],{},"In other words, everyone is on the same page (of the same book).",[87,4386,4387],{},"Circling back to the causes of productivity losses, the time spent on sending and reading emails can be reduced through monday.com. In addition, since monday.com also incorporates communication through in-app messages, team members can communicate while they are on the monday.com platform. No need to switch to an email application!",[87,4389,4390],{},[121,4391],{"alt":4392,"src":4393,"title":4394},"monday.com updates section","\u002Fimages\u002FMondayBlog\u002Fupdates-section.jpg","Productive communication through updates",[154,4396,4398],{"id":4397},"time-tracking-and-time-logs","Time Tracking and Time Logs",[87,4400,4401],{},"Time tracking of tasks and resources assigned to those tasks can reveal where productivity is low. This monitoring feature can ultimately produce insights into where task productivity stands. ",[87,4403,4404],{},"It can help both team members and managers assess which tasks require more time and which tasks can be done quicker. As a result, in the next iteration, the task assignment can be more accurately timed, resulting in fewer delays and more timely completions. Hence, productivity will automatically increase. ",[87,4406,4407],{},"Another effective time management tool is the time log template by monday.com. With timestamps for activities, it logs in the exact time spent working on a task. It works in chronological order. This is yet another way to target productivity through time tracking.",[87,4409,4410],{},[121,4411],{"alt":4412,"src":4413,"title":4414},"monday.com timesheet template","\u002Fimages\u002FMondayBlog\u002Fmonday.com-timesheet-template.webp","monday.com-timesheet-template image",[154,4416,4418],{"id":4417},"information-sharing","Information Sharing",[87,4420,4421,4422,4427],{},"The monday.com platform makes information sharing a breeze. Not so surprisingly, employees, especially those in knowledge-based roles, spend 19.8% of their work week ",[503,4423,4426],{"href":4424,"rel":4425},"https:\u002F\u002Fwww.ibm.com\u002Fsupport\u002Fpages\u002Fcognitive-university-watson-systems-smartseller",[772],"looking for information",". This could be researching information or looking for a specific file within the company's Google Drive or Sharepoint folders.",[87,4429,4430],{},"As far as information sharing between team members goes, monday.com makes things easier with its collaborative file sharing. No matter the file type or size, team members can easily share these resources with each other with a few clicks.",[87,4432,4433],{},[121,4434],{"alt":4435,"src":4436,"title":4437},"monday.com file sharing","\u002Fimages\u002FMondayBlog\u002Fmonday.com-file-sharing-update.png","monday.com-file-sharing-update image",[87,4439,4440],{},"How does this affect productivity?",[87,4442,4443],{},"Team members spend less time looking for files and more on actually working on or editing them. It also results in quicker approval cycles.",[87,4445,4446],{},[121,4447],{"alt":4435,"src":4448,"title":4449},"\u002Fimages\u002FMondayBlog\u002Fmonday.com-file-sharing.png","monday.com-file-sharing image",[87,4451,4452],{},"The platform also allows version controlling, which prevents confusion and mishaps. Ultimately, employees and the company save time by efficiently sharing and collaborating on documents, images, videos and other files.",[154,4454,4456],{"id":4455},"productivity-marketplace-apps","Productivity Marketplace Apps ",[87,4458,4459,4460,1494,4465],{},"You can take productivity and efficiency up a notch by leveraging monday.com marketplace apps from third parties. These apps are easily integrated with the monday.com Work OS. Anything that monday.com doesn't cover already, in terms of productivity enhancement, can likely be found in the ",[503,4461,4464],{"href":4462,"rel":4463},"https:\u002F\u002Fmonday.com\u002Fmarketplace?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com Apps Marketplace",[121,4466],{"alt":4467,"src":4468,"title":4469},"monday.com marketplace apps","\u002Fimages\u002FMondayBlog\u002Fmonday.com-marketplace-apps.png","Many apps available, more always being added",[87,4471,4472,4473,4478],{},"For instance, the ",[503,4474,4477],{"href":4475,"rel":4476},"https:\u002F\u002Fwww.monday.com\u002Fmarketplace\u002F6?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Combined Board View"," is a simple but powerful app that brings all your boards to one place. You can apply a variety of filters to get the information you need, when you need it and exactly how you need it. ",[154,4480,4482],{"id":4481},"integration-and-automation","Integration and Automation",[87,4484,4485],{},"By integrating the tools your team members already use frequently, you save all the time spent going back and forth from other systems and applications. This capability is included in the Pro and Enterprise subscriptions. ",[87,4487,4488],{},"Some of the most popular productivity integrations include Gmail, Outlook, Microsoft Teams, Onedrive, Zoom, Copper, Gitlab, Dropbox, Basecamp, Zendesk, and Twilio.",[87,4490,4491],{},[121,4492],{"alt":4493,"src":4494,"title":4495},"View of the integration center","\u002Fimages\u002FMondayBlog\u002Fintegration-center.png","integration-center image",[83,4497,4499],{"id":4498},"is-it-time-to-boost-your-productivity","Is It Time To Boost Your Productivity?",[87,4501,4502],{},"Productivity in business is something you need to work on constantly. While there are a lot of non-technical aspects to productivity, such as team morale and workplace culture, ultimately the solution comes from using the right platform for your team.",[87,4504,4505],{},"The monday.com Work OS is all about enhancing productivity, whether through its many workflows, collaborative communication, automations or integrations. But mostly, it helps increase productivity by increasing transparency and removing unnecessary barriers for teams.",[87,4507,4508],{},"The third part in our monday.com Impact series will take the transparency discussion even further by focusing on employee accountability and engagement. ",[87,4510,4511,4512,4518],{},"If your company is seeing a frustrating loss in productivity, it's time you introduced a Work OS like ",[503,4513,4516],{"href":4514,"rel":4515},"https:\u002F\u002Fpolishedgeek.monday.com?utm_source=Partner&utm_campaign=na-polishedgeek",[772],[96,4517,1715],{}," to turn things around.",[87,4520,4521,4522,4525],{},"For more information, ",[503,4523,4524],{"href":1315},"contact Polished Geek for an expert Q&A session"," during your free monday.com trial at no extra charge.",[87,4527,3796,4528,3800,4530,3808],{},[96,4529,3799],{},[503,4531,4534],{"href":4532,"rel":4533},"https:\u002F\u002Fmondaycom.grsm.io\u002Fworkos",[772],[96,4535,3807],{},[159,4537,4538,4543,4546,4550],{},[162,4539,4540],{},[503,4541,4542],{"href":4311},"Part One: Resource Management",[162,4544,4545],{},"Part Two (this post): Team Productivity",[162,4547,4548],{},[503,4549,3819],{"href":3818},[162,4551,4552],{},[503,4553,3823],{"href":3822},{"title":67,"searchDepth":68,"depth":68,"links":4555},[4556,4557,4565],{"id":4213,"depth":68,"text":4214},{"id":4288,"depth":68,"text":4289,"children":4558},[4559,4560,4561,4562,4563,4564],{"id":4304,"depth":730,"text":4305},{"id":4078,"depth":730,"text":4079},{"id":4397,"depth":730,"text":4398},{"id":4417,"depth":730,"text":4418},{"id":4455,"depth":730,"text":4456},{"id":4481,"depth":730,"text":4482},{"id":4498,"depth":68,"text":4499},[4154],"2022-06-19",{"fill":521,"position":1040,"image":4569,"icon":4570,"border":4571,"triangle":4572,"title":4573},{"active":62},{"active":525,"type":4160},{"active":525,"type":1980,"position":4162,"fill":4163},{"active":525,"imageZone":62,"fill":4165},{"text":4167,"fs":1050},{"ctaText":4170},[4576],{"name":545,"content":4577},"monday.com productivity, business productivity, workflow management, employee engagement, time tracking, communication tools, task management, Kanban system, information sharing, integration, automation, marketplace apps, team communication, collaborative file sharing, project management, Polished Geek","2","\u002Fblog\u002Fthe-monday.com-impact-series-part-2-productivity",{"title":4181,"description":4186},"03.blog\u002FThe monday.com Impact Series Part 2 Productivity\u002Findex","4AT5MdMFJNcT3Kes-l4vqr6XBP-W5d7W21ACzfHGAVU",{"id":4584,"title":4585,"author":556,"authorAvatar":557,"authorImg":558,"body":4586,"category":4949,"date":4950,"description":4951,"extension":60,"hero":4952,"image":4168,"imageAlt":71,"meta":4958,"metaData":4959,"navigation":525,"part":4962,"path":4963,"readingTime":1057,"seo":4964,"shortDescription":71,"stem":4965,"titleBr":4585,"videoId":71,"__hash__":4966},"blogPost\u002F03.blog\u002FThe monday.com Impact Series Part 3 Accountability & Employee Engagement\u002Findex.md","The monday.com Impact Series, Part 3: Accountability & Employee Engagement",{"type":64,"value":4587,"toc":4932},[4588,4594,4597,4606,4615,4619,4622,4680,4684,4692,4696,4703,4706,4710,4713,4716,4719,4722,4726,4729,4732,4736,4739,4743,4746,4750,4753,4761,4764,4767,4770,4777,4781,4789,4791,4794,4802,4806,4809,4816,4819,4823,4826,4835,4841,4844,4847,4850,4854,4863,4876,4879,4882,4888,4892,4895,4898,4904,4906,4915],[87,4589,4590,4591,4593],{},"The third part of our ",[96,4592,3799],{}," focuses on employee accountability and employee engagement, both instrumental for employee management and a productive workplace. ",[87,4595,4596],{},"Employee engagement is a way of measuring an employee's dedication and sense of commitment toward their assigned job. Accountability in the workplace, on the other hand, is characterized by employees willingly taking up the responsibility for their individual tasks and their role in the organization.",[87,4598,4599,4600,4605],{},"While organizations are actively working to improve employee engagement and accountability, statistics show that the ",[503,4601,4604],{"href":4602,"rel":4603},"https:\u002F\u002Fwww.gallup.com\u002Fworkplace\u002F352949\u002Femployee-engagement-holds-steady-first-half-2021.aspx#:~:text=Currently%2C%2036%25%20of%20U.S.%20employees,to%2015%25%20through%20June%202021.",[772],"percentage of disengaged employees in the U.S. is on the rise",", from 14% in 2020 to 17% in mid-2022, negatively impacting business growth.",[87,4607,4608,4609,4614],{},"In this post, we will walk you through the reasons that lead to low accountability and employee engagement, and how ",[503,4610,4612],{"href":1767,"rel":4611},[772],[96,4613,1715],{}," can help improve your workplace culture.",[83,4616,4618],{"id":4617},"mistakes-and-challenges-in-fostering-employee-engagement-and-driving-workplace-accountability","Mistakes and Challenges in Fostering Employee Engagement and Driving Workplace Accountability",[87,4620,4621],{},"Dedication to high-quality work and a willingness to adapt and improve over time describes an engaged employee. These workforce traits are essential for the growth of your business, yet there are a number of challenges that interfere with employee engagement and accountability in the workplace:",[159,4623,4624,4630,4636,4652,4668,4674],{},[162,4625,4626,4629],{},[96,4627,4628],{},"Fear of Failure."," One of the primary reasons for employee dissatisfaction and disengagement is fear of failure. While apprehension may be related to inexperience, a disrespectful or hostile work environment leads to passive employee behavior. This causes employees to hesitate in taking up responsibility and eventual accountability for a task. In the long run, the fear of failure contributes to teamwork inefficiency and lack of productivity. ",[162,4631,4632,4635],{},[96,4633,4634],{},"Dysfunctional Teams."," Dividing the workforce into smaller teams is an excellent strategy for quicker task completion and more efficient results. It brings together all the people having multiple skill sets that are relevant to the project, which is why the promotion of teamwork is an HR priority in organizations. However, various unhealthy leadership behaviors like lack of trust and communication among the team members, prejudiced leadership, unclear goals, or distribution of tasks without taking individual strengths and weaknesses into account, result in a dysfunctional team and low productivity.",[162,4637,4638,4641,4642,4647,4648,4651],{},[96,4639,4640],{},"Lack of Rewards and Recognition."," One of the factors that drive engagement and instill motivation is rewards and recognition. Research shows that ",[503,4643,4646],{"href":4644,"rel":4645},"https:\u002F\u002Ftheirf.org\u002Fresearch\u002Fincentives-motivation-and-workplace-performance-research-and-best-practices\u002F147\u002F#:~:text=The%20research%20found%20that%20incentive,when%20motivated%20by%20incentive%20programs.",[772],"offering incentives"," for a task can boost employee performance by ",[96,4649,4650],{},"15%",". Not providing practical and meaningful incentives can often lead to employee dissatisfaction. ",[162,4653,4654,4657,4658,4663,4664,4667],{},[96,4655,4656],{},"Unclear Objectives."," Conveying the objective of a task is imperative to foster employee responsibility and motivation. According to a ",[503,4659,4662],{"href":4660,"rel":4661},"https:\u002F\u002Fmedium.com\u002F@tannisliviniuk\u002Fwhat-are-our-company-goals-many-employees-cant-answer-that-question-40a4c2fe2902",[772],"2019 report",", only ",[96,4665,4666],{},"40%"," of employees working in an organization are actually aware of the company's primary goals. Failure to communicate the objective of a task can occur at both the employee and management levels.",[162,4669,4670,4673],{},[96,4671,4672],{},"Ineffective Execution."," Failure to adequately frame, plan and supervise tasks results in ineffective project and process execution. This contributes to demoralization, further affecting employee performance. ",[162,4675,4676,4679],{},[96,4677,4678],{},"Communication Gaps."," A lack of healthy and effective communication between management and employees is another factor responsible for employee disengagement and high turnover in an organization.",[83,4681,4683],{"id":4682},"how-does-mondaycom-help-improve-employee-engagement-and-workplace-accountability","How Does monday.com Help Improve Employee Engagement and Workplace Accountability?",[87,4685,4686,4687,4691],{},"Streamlining employee management and helping create a healthy workplace environment is one of the core goals of monday.com. Here's how the ",[503,4688,4690],{"href":3803,"rel":4689},[772],"monday.com Work OS"," can help you achieve improved engagement and accountability:",[154,4693,4695],{"id":4694},"employee-engagement-template","Employee Engagement Template",[87,4697,4698],{},[121,4699],{"alt":4700,"src":4701,"title":4702},"a monday.com employee engagement template","\u002Fimages\u002FMondayBlog\u002Fmonday.com-an-employee-engagement-template.webp","monday.com-an-employee-engagement-template image",[87,4704,4705],{},"monday.com features an intuitive and customizable employee engagement template that you can use to gauge employee performance and satisfaction. The template design can be customized to center on the four primary needs of HR: recruitment, onboarding, employee wellbeing, and training.",[154,4707,4709],{"id":4708},"recruitment-and-hiring","Recruitment and Hiring",[87,4711,4712],{},"Employee engagement is also closely related to team building. Selecting candidates who are not just good at their job but can also connect and enjoy working within your team is vital for business growth. ",[87,4714,4715],{},"The monday.com platform allows management to supervise the recruitment process. By integrating Gmail or Outlook, employers can easily communicate with potential candidates and update them on the interviews and where they stand.",[87,4717,4718],{},"You can tailor the base template to categorize candidates based on their interview performance and prior experience. By customizing the recruitment plan according to your needs, you can ensure hiring the best fit for the job. ",[87,4720,4721],{},"When the recruitment workflow helps ensure the people hired are capable of performing well in a team and will contribute to positive workplace culture, it eventually boosts productivity overall. ",[154,4723,4725],{"id":4724},"employee-onboarding","Employee Onboarding",[87,4727,4728],{},"Once you hire the right candidates, it's important to give them a positive onboarding experience. monday.com can be used to create well-structured, trackable onboarding processes. ",[87,4730,4731],{},"A flexible Work OS can also be leveraged as your company intranet, providing a centralized place to share operating procedures, HR policies and other important information all new employees need to know.",[154,4733,4735],{"id":4734},"employee-wellbeing","Employee Wellbeing",[87,4737,4738],{},"Within the Work OS platform, you can also communicate with each employee confidentially. This way, monday.com helps forge better employee-employer relationships and clearer communication.",[154,4740,4742],{"id":4741},"employee-development-and-training","Employee Development and Training",[87,4744,4745],{},"monday.com also streamlines the employee training process. It can be customized to monitor training progress to help an employer better assess each training plan and make necessary changes before they become urgent.",[154,4747,4749],{"id":4748},"employee-engagement-surveys","Employee Engagement Surveys ",[87,4751,4752],{},"monday.com enables employers to send out survey forms to employees and automatically generate the results. You can pick a provided survey template to start and fully customize it for your company's structure or for each department.",[87,4754,4755,4760],{},[121,4756],{"alt":4757,"src":4758,"title":4759},"Image of employee engagement survey","\u002Fimages\u002FMondayBlog\u002Femployee_engagement_survey.webp","Example of an employee engagement survey","  ",[87,4762,4763],{},"These surveys give your employees an avenue for feedback. What's more is that monday.com simplifies the entire procedure by allowing you to collect, analyze, share and discuss the data all in one place.",[87,4765,4766],{},"The survey results can also be analyzed to uncover departmental sentiments. By looking at various chart widgets, you can identify lower engaged employee populations and address problems early.",[87,4768,4769],{},"With clear and candid survey results, you can then develop a practical and effective program to improve accountability and employee engagement.",[87,4771,4772,3980],{},[121,4773],{"alt":4774,"src":4775,"title":4776},"Image of an Employee Engagement Survey board","\u002Fimages\u002FMondayBlog\u002FEmployee_Engagement_Survey-board.webp","Example of an Employee Engagement Survey board",[154,4778,4780],{"id":4779},"dashboard-chart-widgets","Dashboard Chart Widgets",[87,4782,4783,4784,4788],{},"For better results and comparative data analysis, you can quickly build a dashboard. ",[503,4785,4787],{"href":3966,"rel":4786},[772],"monday.com dashboards"," are a great way to compare different data sets. They feature various chart widgets, each of which can give you a real time view of employee performance from different angles.",[154,4790,4079],{"id":4078},[87,4792,4793],{},"monday.com helps improve communication both within the team as well as with the entire company. Effective communication enables prompt feedback, which helps establish workplace accountability. ",[87,4795,4796,4797,4801],{},"In addition, you can display appreciation for the employees who show improvement and can also offer them incentives. This builds employee engagement and reinforces a healthy workplace culture. There are even gamification apps in the ",[503,4798,4464],{"href":4799,"rel":4800},"https:\u002F\u002Fwww.monday.com\u002Fmarketplace\u002F10000051?utm_source=Partner&utm_campaign=na-polishedgeek",[772]," to make communicating about work just a bit more fun for everyone.",[154,4803,4805],{"id":4804},"deadline-setting","Deadline Setting",[87,4807,4808],{},"monday.com allows you to allocate tasks and set clear visual deadlines. It automatically notifies the teams and employees about assignments. This feature is particularly great for team leads as it provides a single-page view of all assigned tasks and their progress.",[87,4810,4811],{},[121,4812],{"alt":4813,"src":4814,"title":4815},"Image of setting a deadline","\u002Fimages\u002FMondayBlog\u002Fdeadline-setting.png","Showing the deadline feature",[87,4817,4818],{},"monday.com also helps manage your workload within teams and across multiple projects, ensuring that no employee is overburdened. By enabling you to take care of a healthy work balance for your employees, monday.com helps improve engagement.",[154,4820,4822],{"id":4821},"marketplace-apps","Marketplace Apps",[87,4824,4825],{},"monday.com features various apps that enable businesses to visualize better and assess their data. On the monday.com Apps Marketplace, you find vetted and approved apps to personalize your monday.com workspace to fit your company's operational structure.",[87,4827,4828,4829,4834],{},"You can ",[503,4830,4833],{"href":4831,"rel":4832},"https:\u002F\u002Fwww.monday.com\u002Fmarketplace?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"browse the apps"," according to your desired features and filter out the ones that offer a view, widget, or template suitable for your business. By clicking on an app, you get a detailed description of the features that it adds to your account.",[87,4836,4837],{},[121,4838],{"alt":4839,"src":4468,"title":4840},"Image monday.com marketplace apps","New marketplace apps are always being added",[87,4842,4843],{},"Once you have selected a particular app, the software leads you through a set of easy installation steps. Afterward, you can use the app on your profile and dashboard.",[87,4845,4846],{},"The marketplace also helps you connect with the original app developers should you run into any problems or bugs.",[87,4848,4849],{},"These integrated apps allow you to collaborate and communicate within the organization. With easier and more effective communication, you should see a corresponding improvement in employee engagement and accountability.",[154,4851,4853],{"id":4852},"remote-working","Remote Working ",[87,4855,4856,4857,4862],{},"Employee engagement is one of the biggest challenges that organizations face with remote operations. According to a pre-pandemic ",[503,4858,4861],{"href":4859,"rel":4860},"https:\u002F\u002Fhbr.org\u002F2018\u002F11\u002Fsurvey-remote-workers-are-more-disengaged-and-more-likely-to-quit",[772],"2018 survey",", employees working remotely showed less long-term commitment compared with on-site workers. Yet the world has changed dramatically in a few short years since that survey.",[87,4864,4865,4866,4871,4872,4875],{},"Now, ",[503,4867,4870],{"href":4868,"rel":4869},"https:\u002F\u002Fwww.apollotechnical.com\u002Fstatistics-on-remote-workers\u002F",[772],"WFH and hybrid work"," are a vital part of employee satisfaction and engagement, with ",[96,4873,4874],{},"32%"," of employees now saying that they would consider quitting their job if they were not permitted to work remotely.",[87,4877,4878],{},"monday.com is ideally suited for remote work, helping organize work across timezones, and facilitating employers to better track employee performance and work progress no matter their location.",[87,4880,4881],{},"For example, the Updates section is a fantastic feature on monday.com that makes managing remote work a breeze. Employees can update on the status of their respective tasks, exchange feedback and ideas, and arrange meetings, all on one dedicated page for each task or project. By actively engaging your employees in a team discussion, you can drive better productivity and more efficient collaboration.",[87,4883,4884],{},[121,4885],{"alt":4886,"src":4393,"title":4887},"Image of updates section","Example of the updates section",[83,4889,4891],{"id":4890},"mondaycom-reinforces-and-supports-a-healthy-work-environment","monday.com Reinforces and Supports a Healthy Work Environment.",[87,4893,4894],{},"A Work OS like monday.com streamlines company operations, project allocations, and thus accountability. Built-in features like survey forms enable prompt employee feedback to help managers easily assess employee engagement and job satisfaction on a regular basis.",[87,4896,4897],{},"The previous two posts in this series discussed how monday.com helps manage human and material resources as well as boosts employee productivity. The next and final part of our monday.com Impact Series will talk about collaboration and communication within various functions.",[87,4899,4900,4901,4903],{},"To know more about how you can use monday.com to optimize your company's performance, ",[503,4902,4524],{"href":3818}," and a free extended trial of the Work OS platform.",[1687,4905],{},[87,4907,3796,4908,3800,4910,3808],{},[96,4909,3799],{},[503,4911,4913],{"href":3803,"rel":4912},[772],[96,4914,3807],{},[159,4916,4917,4921,4925,4928],{},[162,4918,4919],{},[503,4920,4542],{"href":4311},[162,4922,4923],{},[503,4924,3815],{"href":3814},[162,4926,4927],{},"Part Three (this post): Accountability & Employee Engagement",[162,4929,4930],{},[503,4931,3823],{"href":3822},{"title":67,"searchDepth":68,"depth":68,"links":4933},[4934,4935,4948],{"id":4617,"depth":68,"text":4618},{"id":4682,"depth":68,"text":4683,"children":4936},[4937,4938,4939,4940,4941,4942,4943,4944,4945,4946,4947],{"id":4694,"depth":730,"text":4695},{"id":4708,"depth":730,"text":4709},{"id":4724,"depth":730,"text":4725},{"id":4734,"depth":730,"text":4735},{"id":4741,"depth":730,"text":4742},{"id":4748,"depth":730,"text":4749},{"id":4779,"depth":730,"text":4780},{"id":4078,"depth":730,"text":4079},{"id":4804,"depth":730,"text":4805},{"id":4821,"depth":730,"text":4822},{"id":4852,"depth":730,"text":4853},{"id":4890,"depth":68,"text":4891},[4154],"2022-06-23","The third part of our monday.com Impact Series focuses on employee accountability and employee engagement, both instrumental for employee management and a productive workplace. ",{"fill":521,"position":1040,"image":4953,"icon":4954,"border":4955,"triangle":4956,"title":4957},{"active":62},{"active":525,"type":4160},{"active":525,"type":1980,"position":4162,"fill":4163},{"active":525,"imageZone":62,"fill":4165},{"text":4167,"fs":1050},{"ctaText":4170},[4960],{"name":545,"content":4961},"monday.com, employee engagement, accountability, workplace culture, remote work, employee satisfaction, project management, team communication, employee surveys, recruitment, onboarding, employee wellbeing, employee development, HR management, productivity, workplace transparency","3","\u002Fblog\u002Fthe-monday.com-impact-series-part-3-accountability-and-employee-engagement",{"title":4585,"description":4951},"03.blog\u002FThe monday.com Impact Series Part 3 Accountability & Employee Engagement\u002Findex","7brSOUivkfCPfGlTl-DdpRcQ5C4AP5frMP6QuMaQ8-w",{"id":4968,"title":4969,"author":556,"authorAvatar":557,"authorImg":558,"body":4970,"category":5373,"date":5374,"description":5375,"extension":60,"hero":5376,"image":4168,"imageAlt":71,"meta":5382,"metaData":5383,"navigation":525,"part":5386,"path":5387,"readingTime":1057,"seo":5388,"shortDescription":71,"stem":5389,"titleBr":4969,"videoId":71,"__hash__":5390},"blogPost\u002F03.blog\u002FThe monday.com Impact Series Part 4 Team Collaboration & Communication\u002Findex.md","The monday.com Impact Series, Part 4: Team Collaboration & Communication",{"type":64,"value":4971,"toc":5358},[4972,4978,4981,4995,4999,5002,5005,5008,5046,5053,5057,5060,5063,5066,5069,5072,5078,5087,5091,5094,5097,5100,5109,5123,5127,5136,5139,5146,5150,5159,5168,5171,5174,5177,5184,5188,5191,5194,5202,5208,5212,5220,5223,5226,5233,5236,5239,5243,5246,5252,5255,5258,5262,5269,5276,5279,5288,5292,5309,5312,5316,5322,5330,5332,5341],[87,4973,4974,4975,4977],{},"In this post, our final part of the ",[96,4976,3799],{},", we consider how monday.com can facilitate easier team collaboration and eliminate communication barriers. ",[87,4979,4980],{},"Collaboration and communication go hand-in-hand. Communication problems usually impair team collaboration and vice versa. Therefore, collaboration software focusing on improving communication across your entire business can make a huge impact on everyday collaboration and cooperation across teams.",[87,4982,4983,4984,4989,4990,4994],{},"Some ",[503,4985,4988],{"href":4986,"rel":4987},"https:\u002F\u002Fblog.bit.ai\u002Fcollaboration-statistics",[772],"86% of executives"," attribute a lack of communication or collaboration to workplace failures, according to Salesforce. So clearly, supporting and improving collaboration is a fundamental aspect of any project or ",[503,4991,4993],{"href":4992},"\u002Fblog\u002Fmonday.com-training-make-process-management-your-superpower\u002F","process management"," system.",[83,4996,4998],{"id":4997},"obstacles-to-team-collaboration","Obstacles to Team Collaboration",[87,5000,5001],{},"Collaboration within a department and with other departments faces many hurdles. Some collaboration barriers result from overall poor management practices, while others result from interpersonal issues or competing priorities.",[87,5003,5004],{},"In many cases, it's simply a lack of utilizing the right platform to make it easy (and even fun) to work together.",[87,5006,5007],{},"Here are a few of the obstacles organizations of all sizes often face when it comes to collaboration:",[159,5009,5010,5022,5028,5040],{},[162,5011,5012,5015,5016,5021],{},[96,5013,5014],{},"Communication Barriers."," If you're wondering just how important communication is for successful collaboration, consider Slack's report entitled “",[503,5017,5020],{"href":5018,"rel":5019},"https:\u002F\u002Fslack.com\u002Fblog\u002Fcollaboration\u002Fgood-collaboration-bad-collaboration-a-new-report-by-slack",[772],"Good collaboration, bad collaboration.","“ The report noted that workers in the U.S., the U.K., and France found communication to be the hardest part of effective collaboration. If teams cannot communicate easily or communication takes too long, their collaborative efforts will inevitably suffer. ",[162,5023,5024,5027],{},[96,5025,5026],{},"Unequal Productivity and Initiative."," Some team members may be more proactive, while others may need a little nudge in the right direction to get things done. When you create teams with varying productivity levels, timelines can get skewed, especially when the project has dependencies across teams or departments. ",[162,5029,5030,5033,5034,5039],{},[96,5031,5032],{},"Too Many Tools."," A ",[503,5035,5038],{"href":5036,"rel":5037},"https:\u002F\u002Fwww.gartner.com\u002Fen\u002Fnewsroom\u002Fpress-releases\u002F2021-08-23-gartner-survey-reveals-44-percent-rise-in-workers-use-of-collaboration-tools-since-2019",[772],"Gartner"," survey found that the use of collaboration software has increased by 44% since 2019. Cross-department collaboration may result in the need to use various tools to get specific tasks done. However, if there are too many tools to use, that may result in additional challenges like duplicate data entry and loss of productivity. Team members may spend way too much time jumping from one tool to another. Some may not even have the training for all the tools, leading to expensive mistakes and wasted time. ",[162,5041,5042,5045],{},[96,5043,5044],{},"Organizational Silos."," Other obstacles to collaboration are organizational silos that operate independently and don't want to share information readily. As a result, teams cannot work together properly.",[87,5047,5048],{},[121,5049],{"alt":5050,"src":5051,"title":5052},"lack of communication engage picard","\u002Fimages\u002FMondayBlog\u002Flack-of-communication-engage-picard.png","lack-of-communication-engage-picard image",[83,5054,5056],{"id":5055},"how-does-mondaycom-help-with-collaboration-communication","How Does monday.com Help with Collaboration & Communication?",[87,5058,5059],{},"It's clear that in order to succeed as a business, you need collaboration software that facilitates open communication and information sharing. ",[87,5061,5062],{},"But you need more than just a collaboration tool. Otherwise, your employees will find their day split up yet again, chasing information in a separate communication platform and then bringing that information back into their daily task tool.",[87,5064,5065],{},"Back and forth, back and forth. Not a productive way to work.",[87,5067,5068],{},"What if you could have team collaboration and communication happen right inside of the same platform where daily work happens?",[87,5070,5071],{},"What if that platform also allowed managers to oversee and chime in on collaborative communication when needed?",[87,5073,3315,5074,5077],{},[503,5075,1715],{"href":1767,"rel":5076},[772]," platform can do that.",[87,5079,5080,5081,5086],{},"Here's how monday.com drives functional and ",[503,5082,5085],{"href":5083,"rel":5084},"https:\u002F\u002Fmonday.com\u002Fblog\u002Fproject-management\u002Fcross-functional-collaboration\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=KWDwJyTdw6ut&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"cross-functional collaboration"," for organizational success:",[154,5088,5090],{"id":5089},"a-single-collaboration-platform","A Single Collaboration Platform",[87,5092,5093],{},"The monday.com Work OS combines many features and tools necessary for collaboration, both within the same departments and between different departments. While at its heart it is workflow management software, monday is also hands-on collaboration software. ",[87,5095,5096],{},"The main advantage of utilizing monday.com for project collaboration and management is eliminating the need to use different platforms. This effectively resolves most of the communication barriers between collaborating team members and their leadership. ",[87,5098,5099],{},"It has communication and information sharing built into it. At the same time, monday.com also allows you to customize the boards and dashboards in the ways your project and team need. This customization lets you consider the different roles each team member plays in collaboration and adjust the platform according to what suits everyone best.",[87,5101,5102,5103,5108],{},"Here are a few more reasons why using ",[503,5104,5107],{"href":5105,"rel":5106},"https:\u002F\u002Fmonday.com\u002Fblog\u002Fteamwork\u002Fthe-ultimate-guide-to-team-collaboration-software\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=nMDrohxQGq1i&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com as your centralized collaboration software platform"," can have a dramatic impact on your business:",[159,5110,5111,5114,5117,5120],{},[162,5112,5113],{},"All stakeholders are on the same page with the same information (or as our CEO Deb Cinkus likes to put it: \"everyone on the same page, of the same book, in the same library\")",[162,5115,5116],{},"Managers can oversee progress easily and facilitate communication whenever necessary. ",[162,5118,5119],{},"The ease of communicating about your projects and tasks in one dedicated platform vs. in email, text, phone and chat tools like Slack will save a considerable amount of time for team members and managers alike.",[162,5121,5122],{},"monday.com is easy to use with minimal training for new team members. ",[154,5124,5126],{"id":5125},"collaborative-whiteboard-widgets","Collaborative Whiteboard Widgets",[87,5128,5129,5130,5135],{},"One of the basic features of monday.com for collaboration is the whiteboard widget. Whiteboards are where ideas are formed through brainstorming. Sharing ideas and feedback is vital for any productive collaboration. Or you can always use the seamlessly embedded ",[503,5131,5134],{"href":5132,"rel":5133},"https:\u002F\u002Fwww.monday.com\u002Fmarketplace\u002F23?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Miro board views"," if Miro is your whiteboarding tool of choice.",[87,5137,5138],{},"There's also new whiteboarding and process mapping product coming out in 2022 called Canvas that works with the monday Work OS. We'll cover Canvas in a future blog post once it's out of beta.",[87,5140,5141],{},[121,5142],{"alt":5143,"src":5144,"title":5145},"Image of a monday.com whiteboard","\u002Fimages\u002FMondayBlog\u002Fmonday.com-whiteboard.png","One example of a monday.com whiteboard",[154,5147,5149],{"id":5148},"mondaycom-workdocs","monday.com Workdocs",[87,5151,5152,5153,5158],{},"Did you know that employees spend an average of over ",[503,5154,5157],{"href":5155,"rel":5156},"https:\u002F\u002Fwww.panopto.com\u002Fblog\u002Fhow-to-help-remote-teams-share-knowledge-effectively\u002F",[772],"5 hours per week"," waiting for information? monday.com saves this time by embedding needed documents right inside your Work OS. ",[87,5160,5161,5162,5167],{},"Collaboration extends to the documents your teams are working with, which is why collaboration in documents is equally important as project tool collaboration. And here's where monday.com excels. It provides embedded, fully connected documents called ",[503,5163,5166],{"href":5164,"rel":5165},"https:\u002F\u002Fmonday.com\u002Fworkdocs?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=49xRD2QvTZ4V&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Workdocs"," for teams to collaborate and manage their work.",[87,5169,5170],{},"Workdocs can be version-controlled and accessed by different team members. So rather than editing a separate file, sending it by email to another team member, and then receiving comments and feedback to update the file, teams can do all of that seamlessly in a monday Workdoc.",[87,5172,5173],{},"With built-in collaborative documentation, the speed of editing documents also improves. In addition, there's no need to email the document or send it over a local server or shared drive. Instead, team members can access the most up-to-date information right inside of their monday․com Workdoc.",[87,5175,5176],{},"This feature is also useful when working with someone who isn't part of the department, such as someone from another functional area or an outside vendor, client or contractor.",[87,5178,5179,5180,5183],{},"monday.com allows unlimited Guest access on both the ",[503,5181,5182],{"href":4036},"Pro and the Enterprise plans",", which means Guests can also use the platform to view and even edit documents in real-time. ",[154,5185,5187],{"id":5186},"integration-with-external-applications","Integration with External Applications",[87,5189,5190],{},"Remember how we said using too many different apps to collaborate can be an obstacle to true productivity? monday.com eliminates this problem with its wide range of third-party platforms and app integrations. ",[87,5192,5193],{},"Whether you use Dropbox, Sharepoint or Google Drive for sharing files or Zoom for video conferences, monday.com integrates seamlessly with many of your favorite collaboration tools.",[87,5195,5196,5197,5201],{},"In addition, there is the ",[503,5198,5200],{"href":4462,"rel":5199},[772],"Apps Marketplace",", where monday․com ‍users can easily find and install integration apps to take team collaboration to the next level.",[87,5203,5204,3980],{},[121,5205],{"alt":5206,"src":4468,"title":5207},"Image of monday.com marketplace apps","monday.com-marketplace-apps image",[154,5209,5211],{"id":5210},"workload-management","Workload Management",[87,5213,5214,5219],{},[503,5215,5218],{"href":5216,"rel":5217},"https:\u002F\u002Fmonday.com\u002Fblog\u002Fproject-management\u002Fworkload-management-tools\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=8yJ4YmnCIbfq&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Workload management"," is all about workload planning, forecasting and delegation. However, it's vital for successful collaboration as well. Why?",[87,5221,5222],{},"Effective collaboration is often marred by uneven work distribution or uneven speed with which various teams or team members are working. This creates a workload imbalance that gets in the way of successful projects and streamlined processes.",[87,5224,5225],{},"The monday․com ‍Workload widget helps team leaders leading the collaborative effort can assign and distribute tasks according to team members' skills, experience, and wants.",[87,5227,5228,3980],{},[121,5229],{"alt":5230,"src":5231,"title":5232},"Image of workload view","\u002Fimages\u002FMondayBlog\u002Fworkload-view.png","Example of a workload view",[87,5234,5235],{},"With the workload across resources optimized, it becomes easier for leaders to delegate tasks without assigning the same task to multiple people unless required. Similarly, they can better manage workflow if certain team members are unavailable or overbooked.",[87,5237,5238],{},"Simply put: Better workload management is critical for collaboration between functional and cross-functional teams.",[154,5240,5242],{"id":5241},"track-progress-with-dashboards","Track Progress with Dashboards",[87,5244,5245],{},"With dashboard widgets, managers and leaders can better keep track of the work across departments and teams, helping them step in when needed to boost team communication (and relax when things are on track).",[87,5247,5248,3980],{},[121,5249],{"alt":5250,"src":3978,"title":5251},"Image of a dashboard view","One example of a dashboard view",[87,5253,5254],{},"Conflicts are not uncommon when different people, especially from different departments, are collaborating on a project. With more effective oversight of the project, managers can resolve conflicts and progress delays before they become bigger challenges. ",[87,5256,5257],{},"Not every team member may feel comfortable approaching another departmental manager to resolve cross-functional collaboration issues, so managers overseeing such projects need to be more proactive and hands-on. With monday's real-time Dashboards, managers can quickly identify progress bottlenecks with customizable data visualizations and charts. ",[154,5259,5261],{"id":5260},"private-boards","Private Boards",[87,5263,5264,5265,5268],{},"The private board feature of ",[503,5266,5267],{"href":4036},"Pro and Enterprise monday.com plans"," is great for running those projects on which only select people are working. This not only enhances the security and privacy of the project but also removes unnecessary distractions for other team members.",[87,5270,5271,3980],{},[121,5272],{"alt":5273,"src":5274,"title":5275},"Image of a private board","\u002Fimages\u002FMondayBlog\u002Fprivate-board.png","Example of a private board",[87,5277,5278],{},"Private boards are great for companies that want to keep strategic projects under wraps until finalized.",[87,5280,5281,5282,5287],{},"Private boards work just like normal boards, and you can choose from a wide range of ",[503,5283,5286],{"href":5284,"rel":5285},"https:\u002F\u002Fmonday.com\u002Ftemplates?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=6anITYOUaaPX&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com templates"," for inspiration (200+). Only those you invite to a private board can see them and work on them, even if you have many other organizational members using the monday.com Work OS. ",[83,5289,5291],{"id":5290},"ready-to-boost-your-teams-collaboration","Ready to Boost Your Team's Collaboration?",[87,5293,5294,5295,5297,5298,5301,5302,5301,5305,5308],{},"This is the final installment of our monday.com Impact Series, where we explore how the ",[96,5296,4690],{}," provides powerful ways to improve ",[503,5299,5300],{"href":4311},"resource management",", ",[503,5303,5304],{"href":3814},"productivity",[503,5306,5307],{"href":3818},"employee accountability",", and team collaboration. ",[87,5310,5311],{},"As always, monday.com leverages transparency throughout the entire platform to make team collaboration effective and exciting. In today's hybrid and remote working environment, businesses realize more than ever the importance of team communication and are investing in the right collaboration software.",[154,5313,5315],{"id":5314},"still-not-sure-if-youre-ready-to-join-the-other-150000-companies-worldwide-using-the-mondaycom-work-os","Still not sure if you're ready to join the other 150,000+ companies worldwide using the monday.com Work OS?",[87,5317,5318,5321],{},[503,5319,5320],{"href":1315},"Contact Polished Geek for an extended free trial of the monday.com Work OS"," and discover it for yourself.",[87,5323,5324,5325,5329],{},"When you ",[503,5326,5328],{"href":1767,"rel":5327},[772],"start your monday.com trial"," through us, you'll also receive a no-obligation, tell-it-like-it-is Question & Answer session with one of our certified monday.com consultants. We'll help you decide if monday is right for you.",[1687,5331],{},[87,5333,3796,5334,3800,5336,3808],{},[96,5335,3799],{},[503,5337,5339],{"href":3803,"rel":5338},[772],[96,5340,3807],{},[159,5342,5343,5347,5351,5355],{},[162,5344,5345],{},[503,5346,4542],{"href":4311},[162,5348,5349],{},[503,5350,3815],{"href":3814},[162,5352,5353],{},[503,5354,3819],{"href":3818},[162,5356,5357],{},"Part Four (this post): Team Collaboration & Communication",{"title":67,"searchDepth":68,"depth":68,"links":5359},[5360,5361,5370],{"id":4997,"depth":68,"text":4998},{"id":5055,"depth":68,"text":5056,"children":5362},[5363,5364,5365,5366,5367,5368,5369],{"id":5089,"depth":730,"text":5090},{"id":5125,"depth":730,"text":5126},{"id":5148,"depth":730,"text":5149},{"id":5186,"depth":730,"text":5187},{"id":5210,"depth":730,"text":5211},{"id":5241,"depth":730,"text":5242},{"id":5260,"depth":730,"text":5261},{"id":5290,"depth":68,"text":5291,"children":5371},[5372],{"id":5314,"depth":730,"text":5315},[4154],"2022-06-29","In this post, our final part of the monday.com Impact Series, we consider how monday.com can facilitate easier team collaboration and eliminate communication barriers. ",{"fill":521,"position":1040,"image":5377,"icon":5378,"border":5379,"triangle":5380,"title":5381},{"active":62},{"active":525,"type":4160},{"active":525,"type":1980,"position":4162,"fill":4163},{"active":525,"imageZone":62,"fill":4165},{"text":4167,"fs":1050},{"ctaText":4170},[5384],{"name":545,"content":5385},"monday.com, team collaboration, communication tools, project management, work OS, workflow automation, cross-functional teams, remote collaboration, workplace communication, productivity software, collaboration platform, integrated tools, dashboard management, team productivity","4","\u002Fblog\u002Fthe-monday.com-impact-series-part-4-team-collaboration-and-communication",{"title":4969,"description":5375},"03.blog\u002FThe monday.com Impact Series Part 4 Team Collaboration & Communication\u002Findex","JEnKHEvjKdKRlzVqdGTp6EjukMiVJuBekZpPrciOD0w",{"id":5392,"title":5393,"author":556,"authorAvatar":557,"authorImg":558,"body":5394,"category":5760,"date":2216,"description":5762,"extension":60,"hero":5763,"image":5770,"imageAlt":71,"meta":5771,"metaData":5772,"navigation":525,"part":71,"path":5775,"readingTime":751,"seo":5776,"shortDescription":71,"stem":5777,"titleBr":71,"videoId":71,"__hash__":5778},"blogPost\u002F03.blog\u002FThe monday.com Software Playbook Start Here\u002Findex.md","The monday.com Software Playbook: Start Here",{"type":64,"value":5395,"toc":5740},[5396,5403,5412,5415,5418,5422,5425,5428,5431,5437,5445,5448,5451,5455,5458,5461,5464,5471,5481,5484,5487,5494,5497,5500,5503,5506,5509,5512,5515,5518,5522,5525,5528,5532,5535,5538,5542,5545,5554,5557,5561,5569,5578,5585,5588,5592,5595,5598,5602,5605,5608,5611,5614,5618,5621,5624,5628,5635,5638,5642,5645,5649,5652,5655,5659,5662,5665,5672,5675,5678,5681,5685,5688,5691,5698,5701,5715,5718,5722,5729],[87,5397,5398,5399,5402],{},"If you’re considering adopting the ",[503,5400,1715],{"href":1767,"rel":5401},[772]," software to manage your company’s workflows, you’re in good company. More than 145,000 companies use this self-described “work operating system,” which streamlines your team's workflows and automates manual tasks so you get more done.",[87,5404,5405,5406,5411],{},"The monday.com Work OS is appropriate for companies ",[503,5407,5410],{"href":5408,"rel":5409},"https:\u002F\u002Ffinancesonline.com\u002Freasons-why-monday-com-will-work-great-for-any-company\u002F",[772],"of any size, in virtually any industry",". It centralizes almost any business process or business function, from sales management to software development.",[87,5413,5414],{},"Communication systems are built into each workflow, as is task delegation. Plus, with robust reporting and analytics, large and small companies can see progress at a glance.",[87,5416,5417],{},"The monday.com software has the potential to change the way your team functions. If you’re not sure how to get started, read on. By the end of this monday.com guide, you’ll be able to begin using the monday.com Work OS with confidence.",[83,5419,5421],{"id":5420},"why-mondaycom","Why monday.com?",[87,5423,5424],{},"monday.com is a workflow management system designed to keep your business on track. It centralizes each of your processes and organizes them visually. The default view is a familiar table format, much like Excel. But that's just to start, as you begin to build your processes.",[87,5426,5427],{},"You can view your data in multiple formats and custom views, depending on what works for your business and each team member or role. Plus, it’s easy to switch between views depending on what you need to do.",[87,5429,5430],{},"Need to manage a sprint with a Kanban view or see everyone's workload capacity? The monday.com software can do it with just a few clicks.",[87,5432,3315,5433,5436],{},[503,5434,4690],{"href":3803,"rel":5435},[772]," is also a great communication hub. No more back-and-forth emailing — just use the “@mention” function to message a person or team. Mentions take place inside work tasks, so everyone always has the right context.",[87,5438,5439,5440,5444],{},"You also have access to ",[503,5441,5443],{"href":5164,"rel":5442},[772],"monday workdocs",", a collaborative and highly flexible space that lets team members create documents together. It’s ideal for brainstorming, planning meetings, and keeping projects organized.",[87,5446,5447],{},"The monday.com software improves management’s life as well. Convenient dashboards let you see everything at a high level. Each dashboard connects to multiple boards, so you can visualize and compare progress across multiple workflows.",[87,5449,5450],{},"There’s a lot going on, but don’t worry. You don’t have to be an advanced user on day one. Just take it a step at a time — or in this case, one time-saving function at a time.",[83,5452,5454],{"id":5453},"where-to-start","Where to Start",[87,5456,5457],{},"The monday.com support team recommends starting with a single board. A board organizes any process, from customer projects to marketing plans. Think of them as enhanced electronic whiteboards — central locations where you can lay out each process so it makes sense.",[87,5459,5460],{},"monday.com lets you create boards from scratch. However, if you’re new to the monday.com Work OS, you may want to take a look first at one of the pre-made solution templates. Each template is made for a specific workflow type, complete with a few sample automations and integrations.",[87,5462,5463],{},"If you’re brand-spankin' new to monday.com, it may help to browse through the template library before you try to build your own board. Each template has a preview that shows how other teams use it, and the many ways you can customize it for your team. The template library will give you a peek at what's possible.",[87,5465,5466,5467,5470],{},"A word of caution, however, from the Polished Geek team of ",[503,5468,5469],{"href":1762},"monday.com consultants",": Don't use templates as a substitute for learning monday.com or rely upon them to give you the answer to the \"right\" way to use the system.",[87,5472,5473,5474,5477,5478,5480],{},"The only right way to use monday.com is ",[228,5475,5476],{},"your"," way - custom tailored to your business, your team, ",[228,5479,5476],{}," needs.",[87,5482,5483],{},"So use templates as inspiration and as good examples, but when it comes down to migrating your business into the monday Work OS, don't try to shove your business processes into someone else's template.",[87,5485,5486],{},"Once you’ve started working with your first board, you can start adding groups, items, and columns. A group is a subdivision of a board. Each board has items (rows) — usually tasks that need doing — and columns that add additional information about that task and detail out the business process workflow.",[87,5488,5489],{},[121,5490],{"alt":5491,"src":5492,"title":5493},"sales pipeline","\u002Fimages\u002FMondayBlog\u002Fsales-pipeline.jpg","sales-pipeline image",[87,5495,5496],{},"For example, this Sales Pipeline board has the groups “New deals” and “Won deals.”",[87,5498,5499],{},"In each group, there are columns for stage, priority, close probability, and more.",[87,5501,5502],{},"Setting up boards is arguably the most fun part of using monday.com. There’s nothing like the satisfaction of seeing your workflow start to take shape in front of you, with no more fuss than a simple point and click.",[87,5504,5505],{},"monday.com is also incredibly forgiving to changes or mistakes compared to other software you may have used in the past.",[87,5507,5508],{},"Changed your mind what to call that column? No problem, change the column name and it auto-magically gets updated everywhere.",[87,5510,5511],{},"Decide that you don't need a new column after all? No worry, delete it and any automations that use that column will automatically turn off.",[87,5513,5514],{},"Once your board is set up, you can start assigning tasks and running your workflows with monday.com.",[87,5516,5517],{},"Yep, it’s that easy.",[83,5519,5521],{"id":5520},"what-to-expect-when-youre-learning","What to Expect When You’re Learning",[87,5523,5524],{},"The monday.com software works smoothly out of the proverbial box. You can set up a board and start using it in minutes.",[87,5526,5527],{},"Getting the most out of the system takes quite a bit longer. It’s not super hard, but it is a learning process.",[154,5529,5531],{"id":5530},"expect-lots-of-changes","Expect Lots of Changes",[87,5533,5534],{},"When you use it right, the monday.com Work OS replaces multiple stand-alone tools. Learning to use monday.com means saying goodbye to spreadsheet-based tasks and client management systems. It also means backing off on your use of traditional tools like email.",[87,5536,5537],{},"When you can message coworkers and even clients in context, bothering with attachments becomes less appealing.",[154,5539,5541],{"id":5540},"expect-people-to-have-questions","Expect People to Have Questions",[87,5543,5544],{},"New tools are intimidating. That also goes for highly intuitive tools like monday.com, which is designed for anyone to use. Set your team up for success by sharing key resources and videos with everyone on (you guessed it) an internal monday board.",[87,5546,5547,5548,5553],{},"monday.com has a robust ",[503,5549,5552],{"href":5550,"rel":5551},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"support site"," with articles, videos, and step-by-step tutorials. The guide for getting started with an existing account is great for team members. It tells them what they need to know without getting bogged down with admin instructions.",[87,5555,5556],{},"Take some time to look through the support site and see what’s available. When your team has questions, you can point them to the right information.",[154,5558,5560],{"id":5559},"expect-to-keep-learning","Expect to Keep Learning",[87,5562,5563,5564,1494],{},"With a system as robust as monday.com, there’s always something new to discover, such as learning how to use ",[503,5565,5568],{"href":5566,"rel":5567},"https:\u002F\u002Ftechcrunch.com\u002F2020\u002F02\u002F04\u002Fmonday-com-2-0-workflow-platform-lets-companies-build-custom-apps",[772],"custom automations",[87,5570,5571],{},[96,5572,5573],{},[121,5574],{"alt":5575,"src":5576,"title":5577},"project overview","\u002Fimages\u002FMondayBlog\u002Fproject-overview.jpg","project-overview image",[87,5579,5580,5581,1494],{},"Here's one example of how monday.com lets you ",[503,5582,5584],{"href":5583},"\u002Fblog\u002Fmonday.com-automation-recipes-7-ways-to-unleash-its-full-potential\u002F","customize your automations",[87,5586,5587],{},"Pace yourself. Figure out what will benefit your business model the most and start there.",[83,5589,5591],{"id":5590},"avoid-these-common-mistakes","Avoid These Common Mistakes",[87,5593,5594],{},"The monday.com software is so intuitive, it’s easy to get comfortable and ignore the more advanced features.",[87,5596,5597],{},"Don’t let that happen. Commit to being a savvy user and you’ll benefit much more from the monday Work OS and all its potential.",[154,5599,5601],{"id":5600},"_1-ignoring-integrations-and-automations","1. Ignoring Integrations and Automations",[87,5603,5604],{},"The boards and columns on monday.com are great, but they’re just the foundation. Avoid using them in isolation or you’ll end up with a disconnected set of fancy spreadsheets.",[87,5606,5607],{},"Sure, it’s satisfying to mark a task as done and assign it to a new team member. It’s also satisfying to create a new column to bring in more data. But don’t stop there.",[87,5609,5610],{},"Set up automations so team members get notified when a task moves to a new group. Connect multiple boards so information is available when you need it.",[87,5612,5613],{},"monday.com is constantly adding powerful new automation features, so never assume because you couldn't do something last month or last quarter, it doesn't exist today. Occasionally take a few minutes to really look through the automation library and the custom automation builder to see what's new.",[154,5615,5617],{"id":5616},"_2-overusing-other-systems","2. Overusing Other Systems",[87,5619,5620],{},"The monday.com system is a one-stop shop for workflow management. If you use it well, it can replace your project management, calendar, CRM and more. If not, you’ll get stuck using it only for task management.",[87,5622,5623],{},"Aim to use monday.com as a replacement for all of your other work management systems. Don’t assume that you need a certain tool just because it’s been handling a particular task for years. Go in thinking that monday.com can do the job better until proven otherwise.",[154,5625,5627],{"id":5626},"_3-not-integrating-legacy-tools","3. Not Integrating Legacy Tools",[87,5629,5630,5631,5634],{},"monday.com won’t replace ",[228,5632,5633],{},"every tool"," you have. You’ll probably still need a document-sharing tool like Dropbox, and email will still be a part of your life. Fortunately, monday.com has a broad integration set that can connect these tools with your Work OS so that things stay streamlined.",[87,5636,5637],{},"So if you really need to keep some of those other tools, figure out how to integrate them with your monday.com boards. Always be looking for ways to build on the efficiencies of centralized monday.com workflows.",[83,5639,5641],{"id":5640},"tips-for-mondaycom-success","Tips for monday.com Success",[87,5643,5644],{},"Now that you've learned what not to do, let's flip to the other side of the coin. Here are some go-to tips that can make you a power user in no time.",[154,5646,5648],{"id":5647},"_1-take-time-to-explore","1. Take Time to Explore",[87,5650,5651],{},"Jumping in too quickly is how many teams get stuck using monday.com as a glorified spreadsheet system or task board.",[87,5653,5654],{},"Invest some serious time in looking through the support guides and exploring monday.com’s many features.",[154,5656,5658],{"id":5657},"_2-automate-asap","2. Automate ASAP",[87,5660,5661],{},"Automation is the most powerful feature of the monday.com Work OS. The earlier you start using it, the more value you’ll get out of your monday.com subscription.",[87,5663,5664],{},"Every board or template has automation “recipes” available. As soon as you set up a board, go through these recipes and find at least one you can implement immediately to get in the habit of automating basic tasks.",[87,5666,5667],{},[121,5668],{"alt":5669,"src":5670,"title":5671},"automations","\u002Fimages\u002FMondayBlog\u002Fautomations.jpg","automations image",[87,5673,5674],{},"New-item automations tend to be good starting points.",[87,5676,5677],{},"Imagine how much more efficient your team will be when things like these start to happen instantly. No more waiting for people to check their email to find out that they have a new to-do. They'll know as soon as you create the task.",[87,5679,5680],{},"Each automation makes monday.com work harder for you. You get value from your investment faster, and buy more available time for business-critical functions.",[154,5682,5684],{"id":5683},"_3-hire-a-mondaycom-consultant","3. Hire a monday.com Consultant",[87,5686,5687],{},"You can easily spend weeks mastering the monday.com software.",[87,5689,5690],{},"That would be fun, but you probably have other things on your plate.",[87,5692,5693,5694,5697],{},"That’s why Polished Geek offers highly personalized ",[503,5695,5696],{"href":1762},"monday.com consulting and training services",". The Polished Geek team of certified monday.com consultants works with you to customize your monday.com system to your exact business needs, creating workflows unique to your business.",[87,5699,5700],{},"We'll help you:",[159,5702,5703,5706,5709,5712],{},[162,5704,5705],{},"Migrate information from other project management systems like Trello, ClickUp or Asana",[162,5707,5708],{},"Consolidate disconnected systems into a streamlined Work OS",[162,5710,5711],{},"Review your existing monday.com boards, dashboards, and automations to make sure they’re working at their peak for you",[162,5713,5714],{},"Set up your monday.com account, onboard your team, and help you conquer that learning curve",[87,5716,5717],{},"With Polished Geek’s help, monday.com becomes a truly customized system geared to your business.",[83,5719,5721],{"id":5720},"maximize-monday-work-with-the-experts","Maximize Monday: Work with the Experts",[87,5723,5724,5725,5728],{},"Polished Geek is your skilled partner in launching monday.com for your team. We become your ",[96,5726,5727],{},"Monday Mentor","SM every step of the way. Tell us where you are today and where you want to go, and we'll help you get there.",[87,5730,5731,5734,5735,5739],{},[96,5732,5733],{},"Want to see firsthand what Polished Geek can do?"," Schedule a ",[503,5736,5738],{"href":1022,"rel":5737,":target":1024},[772],"free 30-minute strategy session today",", and get on the fast track with monday.com.",{"title":67,"searchDepth":68,"depth":68,"links":5741},[5742,5743,5744,5749,5754,5759],{"id":5420,"depth":68,"text":5421},{"id":5453,"depth":68,"text":5454},{"id":5520,"depth":68,"text":5521,"children":5745},[5746,5747,5748],{"id":5530,"depth":730,"text":5531},{"id":5540,"depth":730,"text":5541},{"id":5559,"depth":730,"text":5560},{"id":5590,"depth":68,"text":5591,"children":5750},[5751,5752,5753],{"id":5600,"depth":730,"text":5601},{"id":5616,"depth":730,"text":5617},{"id":5626,"depth":730,"text":5627},{"id":5640,"depth":68,"text":5641,"children":5755},[5756,5757,5758],{"id":5647,"depth":730,"text":5648},{"id":5657,"depth":730,"text":5658},{"id":5683,"depth":730,"text":5684},{"id":5720,"depth":68,"text":5721},[5761],"workflows","If you’re considering adopting the monday.com software to manage your company’s workflows, you’re in good company. More than 145,000 companies use this self-described “work operating system,” which streamlines your team's workflows and automates manual tasks so you get more done.",{"fill":521,"position":522,"image":5764,"icon":5765,"border":5766,"triangle":5767,"title":5768},{"active":62},{"active":525,"type":1980},{"active":525,"type":740,"position":531,"fill":1046},{"active":62},{"text":5769,"fs":1050},"monday.com\u003Cbr>\u003Cspan class=\"bgs bgs_myellow\">Software\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_myellow\">Playbook\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fthe-monday.com-software-playbook-start-here.png",{"ctaText":746},[5773],{"name":545,"content":5774},"monday.com, workflow management, business operations, task delegation, integrations, project management, Polished Geek, Work OS, productivity, team collaboration, consulting","\u002Fblog\u002Fthe-monday.com-software-playbook-start-here",{"title":5393,"description":5762},"03.blog\u002FThe monday.com Software Playbook Start Here\u002Findex","eaBdvrdV2I1DKrugCdtI49IDJCIO4NybZsnjWw1Uu0g",{"id":5780,"title":5781,"author":556,"authorAvatar":557,"authorImg":558,"body":5782,"category":6073,"date":6074,"description":5786,"extension":60,"hero":6075,"image":6082,"imageAlt":71,"meta":6083,"metaData":6085,"navigation":525,"part":71,"path":6088,"readingTime":751,"seo":6089,"shortDescription":71,"stem":6090,"titleBr":71,"videoId":71,"__hash__":6091},"blogPost\u002F03.blog\u002FTips For monday.com Users The Art of Automating Boring Tasks\u002Findex.md","Tips For monday.com Users: The Art of Automating Boring Tasks",{"type":64,"value":5783,"toc":6062},[5784,5787,5790,5793,5802,5809,5812,5816,5819,5822,5866,5869,5880,5884,5892,5895,5899,5902,5905,5908,5911,5914,5946,5949,5953,5956,5959,5968,5978,5982,5991,5994,5997,6001,6004,6007,6018,6022,6025,6028,6038,6042,6051],[87,5785,5786],{},"Responding to emails, assigning tasks, sending out notifications . . .\nthese are just some of the manual duties you are stuck with daily.",[87,5788,5789],{},"Yes, they're important, but let's face it — they're also boring and incredibly time-consuming.",[87,5791,5792],{},"Fortunately, there's an answer to this problem, and that's\nautomation. Automation uses computer algorithms to take care of these\ntedious tasks for you.",[87,5794,5795,5796,5801],{},"Is automation a popular thing? Well, a ",[503,5797,5800],{"href":5798,"rel":5799},"https:\u002F\u002Fwww.mckinsey.com\u002Fbusiness-functions\u002Foperations\u002Four-insights\u002Fthe-imperatives-for-automation-success",[772],"2020 McKinsey survey","\nfound that two-thirds of businesses automate at least one of their\nbusiness processes, cutting down the time, finances, and resources they\nhave to spend on the little things. So, yes, automation is pretty\nwell-liked.",[87,5803,5804,5805,5808],{},"Ready for even better news? ",[503,5806,1715],{"href":1767,"rel":5807},[772],"\nusers can use \"automation recipes,\" or a combination of triggers, to\nautomate various tasks and optimize daily workflow. Don't worry — you\ndon't need an advanced coding degree to use automation in your Work OS.",[87,5810,5811],{},"Let's break down everything automation.",[83,5813,5815],{"id":5814},"the-benefits-of-automating-boring-tasks","The benefits of automating (boring) tasks",[87,5817,5818],{},"Besides removing the dullness from routine tasks, what are the other benefits automation provides?",[87,5820,5821],{},"monday.com automations give you the following advantages:",[159,5823,5824,5836,5842,5848,5860],{},[162,5825,5826,5829,5830,5835],{},[96,5827,5828],{},"Increased productivity:"," Employees spend an average of",[503,5831,5834],{"href":5832,"rel":5833},"https:\u002F\u002Fwww.business-standard.com\u002Farticle\u002Fpti-stories\u002Femployees-spend-over-3-hours-a-day-on-easily-automatable-tasks-study-120012100907_1.html",[772],"three hours per day","\non tasks that could easily be automated instead. Considering the\naverage workday is eight hours, that's nearly 40% of the entire day. Can\nyou imagine the amount of high-value work you could complete instead of\nworrying about the little things?",[162,5837,5838,5841],{},[96,5839,5840],{},"Reduced human error:"," Human errors are inevitable,\nregardless of profession or level of expertise. This is especially true\nof repetitive tasks. After doing the same thing over and over,\nconcentration fades, leading to slip-ups. That's where the consistency\nof automation saves the day, leading to increased efficacy with less\nerrors.",[162,5843,5844,5847],{},[96,5845,5846],{},"Ensured compliance:"," Compliance with rules,\nregulations and security standards is not always easy, particularly when\nthere's a lot of it to follow. This is where automation saves the day\nonce again, as it can ensure compliance and keep up with any new\nsecurity or regulatory updates.",[162,5849,5850,5853,5854,5859],{},[96,5851,5852],{},"Lower costs:"," Who doesn't love to save their company money? Over ",[503,5855,5858],{"href":5856,"rel":5857},"https:\u002F\u002Fimages.adpinfo.com\u002FWeb\u002FADPEmployerServices\u002F%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf",[772],"30% of business leaders","\nhave stated automation helped save their company on labor costs. With\ninflation ramping up lately, everyone is looking for ways to save and\nautomation can deliver.",[162,5861,5862,5865],{},[96,5863,5864],{},"Saved time:"," And finally, automation helps you save\ntime, perhaps the most precious resource of them all. Get back to\nfocusing on the bigger picture.",[87,5867,5868],{},"Now that you know all about the amazing benefits of automation, let's get to the nitty-gritty of monday.com automation.",[1374,5870,5871],{},[141,5872,5873],{"v-slot:img":67},[87,5874,5875],{},[121,5876],{"alt":5877,"src":5878,"title":5879},"monday.com automations","\u002Fimages\u002FMondayBlog\u002Fautomations-2.png","Just some of monday",[83,5881,5883],{"id":5882},"five-tips-for-mondaycom-automation","Five Tips for monday.com Automation",[87,5885,5886,5887,5891],{},"When you first look at the ",[503,5888,5890],{"href":1767,"rel":5889},[772],"monday.com platform",",\nyou may feel a little overwhelmed. After all, the software offers some\nof the most comprehensive automation tools on the market. Throw in the\nphrase \"automation recipe,\" and things may look even more perplexing for\nyou.",[87,5893,5894],{},"Let's not get too technical, though. These initial monday.com tips\nand tricks will help you get an understanding of what you can automate:",[154,5896,5898],{"id":5897},"_1-do-a-productivity-audit","1. Do a productivity audit",[87,5900,5901],{},"Before trying out any of the handy automation tools, monday.com users\nshould undergo a productivity audit to see what they need to focus on\nfirst. For example, begin by asking yourself some essential questions:",[87,5903,5904],{},"Are you killing precious time by sending out the same emails over and over again?",[87,5906,5907],{},"How about having to keep track of those pesky project updates?",[87,5909,5910],{},"Or perhaps employees are struggling to remember important deadlines?",[87,5912,5913],{},"Nailing down your problem areas will help set you up for success and\ndetermine what automation flows you should implement. Some of\nmonday.com's most popular automation categories include:",[2897,5915,5916,5922,5928,5934,5940],{},[162,5917,5918,5921],{},[96,5919,5920],{},"Status change:"," Initiates an action, such as sending out an update on a certain task, when the status changes.",[162,5923,5924,5927],{},[96,5925,5926],{},"Recurring tasks:"," Sets up recurring tasks that occur regularly each period (great for those repetitive chores!)",[162,5929,5930,5933],{},[96,5931,5932],{},"Date reminders:"," This is for those pesky deadlines.\nGet reminders on items as they come due or streamline your automations\nto only notify your team when something slips and becomes past due.",[162,5935,5936,5939],{},[96,5937,5938],{},"Item creation:"," Let monday.com take care of the\nmanual effort of setting up a new item when something specific happens,\nwhether that's a project or a simple task being completed.",[162,5941,5942,5945],{},[96,5943,5944],{},"Custom recipes:"," Feeling innovative? Custom recipes\nallow you to create an automation workflow that is entirely your own,\ntailored to your team's needs.",[87,5947,5948],{},"You can start with a small handful of automation recipes and then\ngradually expand them, as you learn more about helps you meet your\ncompany goals.",[154,5950,5952],{"id":5951},"_2-integrate-your-favorite-tools","2. Integrate your favorite tools",[87,5954,5955],{},"Already have tools outside of your Work OS that you use and love? You\ncan integrate them right into the monday.com system to help with your\nautomation efforts. For instance, if you use an email marketing campaign\nlike Mailchimp, you can integrate your Mailchimp campaigns into the\nsystem to sync all your information. Even better, monday.com ups your\ngame by getting all the latest stats on your email marketing\nperformance.",[87,5957,5958],{},"But it's not just all about email. You can integrate your lead\ngeneration with the HubSpot integration, event data analysis with the\nEventbrite integration, or social media advertising with the Facebook\nads integration, to name a few popular examples. You don't have to leave\nwhat you love behind. On the contrary, using monday.com's automation\nintegrations makes working with these integrations even better.",[87,5960,5961,5962,5967],{},"And if by some chance monday․com's built-in automations aren't enough for your specific needs, you can always use ",[503,5963,5966],{"href":5964,"rel":5965},"https:\u002F\u002Fwww.make.com\u002Fen\u002Fregister?pc=winningworkflows",[772],"Make (formerly Integromat)"," or Zapier to boost the automation power even higher.",[1374,5969,5970],{},[141,5971,5972],{"v-slot:img":67},[87,5973,5974],{},[121,5975],{"alt":5976,"src":4494,"title":5977},"monday.com integration center","Integrations - new ones being added all the time!",[154,5979,5981],{"id":5980},"_3-up-your-teams-email-game","3. Up your team’s email game",[87,5983,5984,5985,5990],{},"By far, one of the biggest mundane tasks anyone has to face at the office is dealing with their emails. In fact, “",[503,5986,5989],{"href":5987,"rel":5988},"https:\u002F\u002Fwww.fastcompany.com\u002F90635338\u002Fgoogles-productivity-advisor-teaches-you-how-to-solve-your-email-fatigue",[772],"email fatigue",",”\nor the burned-out feeling that employees get from having to keep up\nwith and compose and reply to emails, has only gotten worse in recent\nyears. At the same time, a missed or late email response can lead to\nother issues like miscommunication between team members, leading to\nforgotten deadlines and project delays — you know the drill.",[87,5992,5993],{},"Fortunately, email automations on monday.com can help you and your\nteam keep track of all emails opened, sent, and received across the\nboard, both to each other or with clients. For instance, you can trigger\nnotifications to send a specific email when certain requests are\ncomplete.",[87,5995,5996],{},"To save even more time, you can configure preset email templates that\nmake sending out ad-hoc emails quick and easy right from monday․com, no\nmatter what kind of message you’d like to send. You can also\npersonalize the template for each recipient. There will be no more\nwasted time coming up with the right words to say each time for every\nsingle email.",[154,5998,6000],{"id":5999},"_4-nail-your-sales-operations","4. Nail your sales operations",[87,6002,6003],{},"Automation can help you make a sale, thanks to the tools provided by\nsales automation. You can automate countless sales tasks, including\nupdating the status of your lead generation, assigning team members to\nleads, and organizing important data like deal size, close probability,\nand forecast value. Best of all, you can receive reports on sales\nsuccess to see just how productive your sales process is (and come up\nwith better strategies if needed).",[87,6005,6006],{},"monday.com has many sales and CRM features that allow you to\ncustomize your sales operations, whether you're just beginning your\nsales journey, are currently nurturing leads, or need post-management\nsales automation. You can automate various tasks directly from the\ntemplates themselves, sourcing all your data and info from one place.\nSales automation allows you to focus more of your precious time on the\nmost important part of sales: the customer.",[1374,6008,6009],{},[141,6010,6011],{"v-slot:img":67},[87,6012,6013],{},[121,6014],{"alt":6015,"src":6016,"title":6017},"monday.com sales automation","\u002Fimages\u002FMondayBlog\u002Fsales-automation.webp","sales-automation image",[154,6019,6021],{"id":6020},"_5-get-visual-with-customizable-views","5. Get visual with customizable views",[87,6023,6024],{},"Of course, you can't gauge how well your automation is going without\ngetting a good view of it all. monday.com offers visual evaluation tools\nlike charts, graphs, calendars, and progress reports to give you an\nidea of your progress. You can also receive feedback from your team via\nforms so you can adjust any processes as needed.",[87,6026,6027],{},"Even better, you can keep all this information directly in your\nmonday.com boards and dashboards. After all, automation is only as\nsuccessful as you track it.",[1374,6029,6030],{},[141,6031,6032],{"v-slot:img":67},[87,6033,6034],{},[121,6035],{"alt":6036,"src":3999,"title":6037},"board views","Many board views out-of-the-box",[83,6039,6041],{"id":6040},"the-takeaway","The Takeaway",[87,6043,6044,6045,6050],{},"As you can see, monday.com offers plenty of ways for you to decrease\nthe time you have to spend taking care of those dull but oh-so-important\ntasks. Of course, it's not just about getting rid of the boring factor.\n",[503,6046,6049],{"href":6047,"rel":6048},"https:\u002F\u002Fmonday.com\u002Fblog\u002Fproject-management\u002Fprocess-automation\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=fyR55rJqH7Jh&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Automation via monday.com","\ncan increase your entire team's productivity, efficiency, and\ncompliance while decreasing your company's costs and wasted time. This\ncan help you focus on the bigger goals you have set out for your\ncompany.",[87,6052,6053,6054,6056,6057,6061],{},"You may still be concerned about getting started with monday.com's\nsoftware, even with no coding required. That's totally understandable.\nAs an official monday.com partner, ",[96,6055,1819],{}," is\nyour go-to monday.com consultant that works with you in fully\nunderstanding, using, and optimizing the automation platform. You don't\nhave to sail this ship alone. ",[503,6058,6060],{"href":1022,"rel":6059,":target":1024},[772],"Schedule a time to chat with us"," so that you can start reaping the benefits of automation now, and leave those boring tasks behind.",{"title":67,"searchDepth":68,"depth":68,"links":6063},[6064,6065,6072],{"id":5814,"depth":68,"text":5815},{"id":5882,"depth":68,"text":5883,"children":6066},[6067,6068,6069,6070,6071],{"id":5897,"depth":730,"text":5898},{"id":5951,"depth":730,"text":5952},{"id":5980,"depth":730,"text":5981},{"id":5999,"depth":730,"text":6000},{"id":6020,"depth":730,"text":6021},{"id":6040,"depth":68,"text":6041},[517],"2022-04-14",{"fill":521,"position":1040,"image":6076,"icon":6077,"border":6078,"triangle":6079,"title":6080},{"active":62},{"active":525,"type":740},{"active":525,"type":1045,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":534},{"text":6081,"fs":1050},"Automating\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Boring\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Tasks\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Ftips-for-monday.com-users-the-art-of-automating-boring-tasks.png",{"ctaText":6084},"Upgrade!",[6086],{"name":545,"content":6087},"monday.com automation, task automation, workflow optimization, business process automation, productivity tools, time-saving tips, monday.com integrations, custom automations, email automation, sales automation, visual reporting, automation recipes, efficiency tools, Polished Geek, Work OS, repetitive task management","\u002Fblog\u002Ftips-for-monday.com-users-the-art-of-automating-boring-tasks",{"title":5781,"description":5786},"03.blog\u002FTips For monday.com Users The Art of Automating Boring Tasks\u002Findex","F57oMhXKqNNEZBSD90FC9a5kTAfYNxTrl1T6pppWgdI",{"id":6093,"title":6094,"author":556,"authorAvatar":557,"authorImg":558,"body":6095,"category":6487,"date":2216,"description":6488,"extension":60,"hero":6489,"image":6496,"imageAlt":71,"meta":6497,"metaData":6498,"navigation":525,"part":71,"path":6501,"readingTime":6502,"seo":6503,"shortDescription":71,"stem":6504,"titleBr":6094,"videoId":71,"__hash__":6505},"blogPost\u002F03.blog\u002FUse Your monday.com Trial Like A Pro A 14-Day Action Plan\u002Findex.md","Use Your monday.com Trial Like A Pro: A 14-Day Action Plan",{"type":64,"value":6096,"toc":6467},[6097,6104,6107,6114,6117,6120,6124,6127,6144,6146,6148,6151,6154,6157,6160,6163,6166,6170,6173,6176,6180,6183,6186,6189,6193,6196,6205,6209,6212,6216,6225,6231,6234,6238,6241,6244,6247,6251,6254,6257,6260,6263,6267,6270,6302,6304,6306,6313,6317,6320,6327,6330,6334,6341,6344,6347,6351,6354,6361,6365,6374,6381,6388,6392,6395,6398,6418,6420,6422,6426,6429,6432,6435,6439,6442,6445,6449,6452,6455,6461],[87,6098,6099,6100,6103],{},"Many companies are adopting process management software to stay on\ntop of their day-to-day tasks. With features built to help run and scale\nworkflows seamlessly, ",[503,6101,1715],{"href":4514,":target":1024,"rel":6102},[772]," is an excellent tool for all kinds of businesses, including manufacturers and developers.",[87,6105,6106],{},"Over 145,000 highly competitive organizations such as Hulu, Discovery, and Adobe already use monday.com. Should you use it too?",[87,6108,6109],{},[121,6110],{"alt":6111,"src":6112,"title":6113},"125k","\u002Fimages\u002FMondayBlog\u002Frounded_125k.jpg","125k image",[87,6115,6116],{},"This simple yet intuitive Work Operating System (Work OS) will allow\nyou to organize work, enhance productivity, encourage transparency, and\npromote teamwork within your business. Monday.com is a customizable,\ncollaborative workspace that emphasizes transparency and lets you create\nyour own work management applications.",[87,6118,6119],{},"Here's why you should take advantage of the free monday.com trial period and how to make the most out of it.",[83,6121,6123],{"id":6122},"the-benefits-of-using-mondaycom","The Benefits of Using monday.com",[87,6125,6126],{},"Monday.com is a time-saving organization app for businesses and\nentrepreneurs. It's designed to improve daily routine tasks and make the\nworking experience seamless, allowing you to:",[159,6128,6129,6132,6135,6138,6141],{},[162,6130,6131],{},"Plan, track, and deliver your teams' best work in one organized and intuitive workspace.",[162,6133,6134],{},"Integrate with your favorite tools in just a few clicks.",[162,6136,6137],{},"Automate repetitive tasks within seconds.",[162,6139,6140],{},"Avoid human error.",[162,6142,6143],{},"Visualize data as a map, calendar, timeline, kanban and more.",[805,6145],{},[805,6147],{},[87,6149,6150],{},"Flexibility is one of the main benefits of monday.com. It empowers\nyour teams to create and manage custom work applications for their\nspecific needs.",[87,6152,6153],{},"Monday.com allows you and your employees to create boards with\ndifferent elements to visualize your business processes. In addition, as\na Work OS it gives you a clear overview of all relevant tasks, and lets\nyou monitor your processes step by step.",[87,6155,6156],{},"You always know what's ahead (or behind) so you can stay on top of it all.",[87,6158,6159],{},"With monday.com, you can skip meetings that could have been an\nin-task update, and prevent painfully long email threads from ever\nreaching your inbox.",[87,6161,6162],{},"Monday's messaging and notifications are perfect for centralizing all\ncommunication and files in one place. Everyone on your team will\nfinally be on the same page at all times, regardless of their location.",[87,6164,6165],{},"The monday.com platform also offers great features for those in your\ncompany who are constantly on the go. It even has a mobile app available\nfor iOS and Android users.",[83,6167,6169],{"id":6168},"a-14-day-action-plan-for-using-your-mondaycom-trial","A 14-Day Action Plan for Using Your monday.com Trial",[87,6171,6172],{},"Businesses are increasingly adopting platforms like monday.com to\nboost productivity and encourage active collaboration within teams.",[87,6174,6175],{},"If you're considering joining them and are ready to start your\nmonday.com trial, here's a day-to-day plan to take full advantage of it.",[154,6177,6179],{"id":6178},"day-1-identify-the-main-challenges-within-your-organization","Day 1: Identify the Main Challenges Within Your Organization",[87,6181,6182],{},"To determine whether monday.com is the right solution for your company, you first need to understand your business needs.",[87,6184,6185],{},"Take a bit of time to jot down the specific problems you're facing\nright now and group them by priority. This will help make sure you don't\nget distracted during your trial by cool but unnecessary features that\ndon't line up with your business priorities.",[87,6187,6188],{},"Keeping this list of business challenges top of mind will help you\nbetter evaluate the platform's many capabilities and determine if\nthey're really right for you.",[154,6190,6192],{"id":6191},"day-2-do-your-homework","Day 2: Do Your Homework",[87,6194,6195],{},"Familiarize yourself with monday.com at a high level and take a look\nat its impressive list of features. Moreover, consult with trusted\nsources that could give you valuable insight.",[87,6197,6198,6199,6204],{},"For example, visit some software review sites, use search engines, social media, and other platforms like ",[503,6200,6203],{"href":6201,":target":1024,"rel":6202},"https:\u002F\u002Fwww.g2.com\u002Fproducts\u002Fmonday-com-monday-com\u002Freviews",[772],"G2"," that can give you insights into others' experiences with the monday.com Work OS.",[154,6206,6208],{"id":6207},"day-3-determine-what-features-to-test","Day 3: Determine What Features to Test",[87,6210,6211],{},"Once you've identified the shortcomings and weaknesses of your\nbusiness processes on Day One, you'll need to research the features that\nmay be most helpful to you. You can create a list of your must-have\ntechnical requirements and compare it with what the monday.com platform\ncan provide.",[154,6213,6215],{"id":6214},"day-4-schedule-a-personalized-demo","Day 4: Schedule a Personalized Demo",[87,6217,6218,6219,1862,6222,6224],{},"You don't have to embark on a free trial all by yourself. An authorized ",[503,6220,6221],{"href":1762},"monday.com partner",[96,6223,1819],{}," is always happy to support you on the journey and set you up for success.",[87,6226,6227],{},[503,6228,6230],{"href":1022,":target":1024,"rel":6229},[772],"Book a personalized Q&A session and monday.com demo with one of our certified consultants.",[87,6232,6233],{},"If you choose this option, a monday.com expert will guide you through\nthe initial steps of a demo session and show you how to operate the\nsystem. You'll also get to ask any questions that may come up during the\nprevious days of your research.",[154,6235,6237],{"id":6236},"day-5-plan-your-evaluation-approach","Day 5: Plan Your Evaluation Approach",[87,6239,6240],{},"Once you're all set up with the demo and gather answers to your\nquestions, it's time to start with the evaluation plan. During this\nstep, it's of paramount importance to align your business needs and\nchallenges with the results of your initial research on monday.com.",[87,6242,6243],{},"Go back to that list of features and functions you want to try and\ndetermine which ones you should explore first. This way, you'll have a\nmore organized testing scheme and document your results more\nefficiently.",[87,6245,6246],{},"Ultimately, the right evaluation approach will ensure you're not\nmissing anything on your path to make a final purchasing decision once\nthe monday.com trial is over.",[154,6248,6250],{"id":6249},"day-6-create-a-test-user-and-run-a-project","Day 6: Create a Test User and Run a Project",[87,6252,6253],{},"When starting with monday.com Work OS, you should first try out and\ntest its main features. Like with any other platform, you need to know\nwhether for you, is the system intuitive or does it come with a steep\nlearning curve.",[87,6255,6256],{},"On your sixth day, try setting up a test account and starting a\nsimple project as you would in real life. This will help you estimate\nhow aligned the user experience is with how you want to manage your\nprojects.",[87,6258,6259],{},"Don't forget to evaluate how much transparency monday.com provides,\nespecially when tracking daily team operations. You'll want to check out\nthe different view options, collaboration, and process visualization\ntools as well.",[87,6261,6262],{},"These are all features you can test out with a dummy project or\nboard. Don't worry about getting it right for now, just see if you feel\ncomfortable with the general user interface or not.",[154,6264,6266],{"id":6265},"day-7-test-for-integrations","Day 7: Test for Integrations",[87,6268,6269],{},"You probably use a lot of different business tools and solutions to\nhelp streamline your everyday workflow. That's why you should make sure\nyour favorites are compatible with the monday.com Work OS. Here are some\nof the most popular available options:",[159,6271,6272,6275,6278,6281,6284,6287,6290,6293,6296,6299],{},[162,6273,6274],{},"Outlook & Gmail",[162,6276,6277],{},"Zoom",[162,6279,6280],{},"Microsoft Teams",[162,6282,6283],{},"Slack",[162,6285,6286],{},"Google Calendar",[162,6288,6289],{},"Google Drive and Dropbox",[162,6291,6292],{},"LinkedIn",[162,6294,6295],{},"Quickbooks",[162,6297,6298],{},"Adobe Creative Cloud",[162,6300,6301],{},"Zapier",[805,6303],{},[805,6305],{},[87,6307,6308,6309,1494],{},"Tip: Even if you can't find a pre-built integration between favorite\ntools you use and monday.com, that doesn't mean all hope is lost. Most\nexternal systems can be integrated with monday.com without expensive\ncustom development by using the low-code automation platform ",[503,6310,6312],{"href":5964,":target":1024,"rel":6311},[772],"Make",[154,6314,6316],{"id":6315},"day-8-experiment-with-the-automation-features","Day 8: Experiment With the Automation Features",[87,6318,6319],{},"Automation is crucial for today's business operations as it makes\nlife easier for both leaders and teams. Monday.com offers quite a few\noptions you can play around with during the free trial.",[87,6321,6322],{},[121,6323],{"alt":6324,"src":6325,"title":6326},"anAutomation","\u002Fimages\u002FMondayBlog\u002FanAutomation.png","anAutomation image",[87,6328,6329],{},"We recommend testing as many as you can on Day 8, so you can be sure\nmonday.com automation tools are aligned with your business goals. It\nwill also help you make an informed purchasing decision afterward about\nwhich pricing plan to choose, as automation limits do vary by plan.",[154,6331,6333],{"id":6332},"day-9-make-time-for-testing-dashboards-and-reporting-tools","Day 9: Make Time for Testing Dashboards and Reporting Tools",[87,6335,6336],{},[121,6337],{"alt":6338,"src":6339,"title":6340},"monday marketing dashboard","\u002Fimages\u002FMondayBlog\u002Fmonday_marketing_dashboard.png","monday_marketing_dashboard image",[87,6342,6343],{},"Workflow visualization is one of the best features in process\nmanagement and automation tools. It's relatively easy to set up new\ndashboards and reports on your own, but you may find that during your\ntrial it's best to simply tour around the dashboards of a few templates\nand get a sense of what's possible.",[87,6345,6346],{},"Templates in the monday.com template library have sample data already\nloaded in them, which makes it easy to see the potential reporting\ncapabilities.",[154,6348,6350],{"id":6349},"day-10-ask-questions","Day 10: Ask Questions",[87,6352,6353],{},"If you're all done with the features and other offerings, it's time to take a pause and reflect on your findings.",[87,6355,6356,6357,6360],{},"Is there anything vague or confusing for you about the Work OS? Don't be afraid to ask questions and express doubts. ",[503,6358,6359],{"href":1315},"Reach out to us"," and our monday.com experts will answer all your inquiries and support you along the way. ",[154,6362,6364],{"id":6363},"day-11-take-advantage-of-resources-and-online-communities","Day 11: Take Advantage of Resources and Online Communities",[87,6366,6367,6368,6373],{},"If there's still something unclear at this point, remember you can always turn to the ",[503,6369,6372],{"href":6370,":target":1024,"rel":6371},"https:\u002F\u002Fcommunity.monday.com\u002Flatest?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com community"," to help resolve your doubts.",[87,6375,6376,6377,6380],{},"Monday.com also has a great ",[503,6378,5552],{"href":5550,":target":1024,"rel":6379},[772]," with online resources that can further resolve any lingering concerns.",[87,6382,6383,6384,1494],{},"And you can always write directly to monday's support team through the app or by email at ",[503,6385],{"href":6386,"ariaLabel":6387},"mailto:support@monday.com?subject=I%20need%20help!&body=Hi%2C%20awesome%20support%20team.%20I'm%20currently%20trialing%20monday%20and%20have%20a%20question%3A%20","Email support@monday.com",[154,6389,6391],{"id":6390},"day-12-onboard-your-team","Day 12: Onboard Your Team",[87,6393,6394],{},"When testing a platform that will help you optimize internal business\nprocesses, it's essential to get input from others on your team. After\nall, your co-workers, upper management and employees will be asked to\ntake advantage of the solutions monday.com has to offer. You'll want to\nintroduce them to the concept early and get their impressions and\nopinions to build a foundation for later adoption.",[87,6396,6397],{},"During the monday.com trial testing, you can add unlimited test users. Stakeholders you may want to bring on include:",[159,6399,6400,6403,6406,6409,6412,6415],{},[162,6401,6402],{},"IT managers",[162,6404,6405],{},"Technicians",[162,6407,6408],{},"Developers",[162,6410,6411],{},"End users",[162,6413,6414],{},"Department managers",[162,6416,6417],{},"Coworkers",[805,6419],{},[805,6421],{},[154,6423,6425],{"id":6424},"day-13-ask-for-feedback","Day 13: Ask for Feedback",[87,6427,6428],{},"Once several interested parties have taken monday.com for a short\ntest drive, you can ask for their opinion about the platform. Make sure\nto provide a comfortable space for everyone to share experiences.\nKnowing what your employees think about a tool they'd be using regularly\nis incredibly important when planning your onboarding and training for a\nnew platform.",[87,6430,6431],{},"Just remember that a lot of people aren't big fans of change. We're\nall creatures of habit, even if those habits are inefficient or\nfrustrating at times and we wish for something better.",[87,6433,6434],{},"Make sure you communicate to everyone involved the business goals and\npriorities you determined earlier in the trial, so they have a clear\nunderstanding of why you're considering moving to a Work OS.",[154,6436,6438],{"id":6437},"day-14-document-your-findings","Day 14: Document Your Findings",[87,6440,6441],{},"Take your last day on your monday.com trial to write down all of your\nconclusions and any remaining open questions. You should now have\nwell-organized information to help you determine the platform's efficacy\nin solving the specific business challenges you listed out on day one.",[87,6443,6444],{},"It's normal to have a few remaining questions. Be sure to reach out\nand book a time with one of our monday.com experts using the link at the\nbottom of this post if you are still unsure if the monday.com platform\nwill ultimately meet or exceed your expectations.",[83,6446,6448],{"id":6447},"ready-to-start-your-mondaycom-trial","Ready to Start Your monday.com Trial?",[87,6450,6451],{},"The monday.com standard free trial length is 14 days (no credit card\nrequired). That's usually ample time to get familiar with the basics of\nthe platform and see how it could fit into your business. Our\nstep-by-step plan outlined here is designed to help you get the most of\nyour trial period, so you won't become distracted by oooh-shiny!\nfeatures that might not matter much in the end.",[87,6453,6454],{},"Our monday.com experts are all deeply committed to helping you in\nmaking the best possible purchasing decision for your situation. When\nyou invite us along on your trial journey, you'll be supported at every\nstep with clear answers to your questions and candid, transparent\nmonday.com platform advice.",[87,6456,6457,6458,1494],{},"If you're ready to start that journey with us, ",[503,6459,6460],{"href":1315},"contact us to set up your personalized trial along with a free, no-obligation Q&A consulting session",[87,6462,6463,6464,6061],{},"have to sail this ship alone. ",[503,6465,6060],{"href":1022,":target":1024,"rel":6466},[772],{"title":67,"searchDepth":68,"depth":68,"links":6468},[6469,6470,6486],{"id":6122,"depth":68,"text":6123},{"id":6168,"depth":68,"text":6169,"children":6471},[6472,6473,6474,6475,6476,6477,6478,6479,6480,6481,6482,6483,6484,6485],{"id":6178,"depth":730,"text":6179},{"id":6191,"depth":730,"text":6192},{"id":6207,"depth":730,"text":6208},{"id":6214,"depth":730,"text":6215},{"id":6236,"depth":730,"text":6237},{"id":6249,"depth":730,"text":6250},{"id":6265,"depth":730,"text":6266},{"id":6315,"depth":730,"text":6316},{"id":6332,"depth":730,"text":6333},{"id":6349,"depth":730,"text":6350},{"id":6363,"depth":730,"text":6364},{"id":6390,"depth":730,"text":6391},{"id":6424,"depth":730,"text":6425},{"id":6437,"depth":730,"text":6438},{"id":6447,"depth":68,"text":6448},[517],"Many companies are adopting process management software to stay on\ntop of their day-to-day tasks. With features built to help run and scale\nworkflows seamlessly, monday.com is an excellent tool for all kinds of businesses, including manufacturers and developers.",{"fill":521,"position":1040,"image":6490,"icon":6491,"border":6492,"triangle":6493,"title":6494},{"active":62},{"active":525,"type":740},{"active":525,"type":1045,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":12},{"text":6495,"fs":1050},"monday.com Trial:\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">14-Day\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Action Plan\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fuse-your-monday.com-trial-like-a-pro-a-14-day-action-plan.png",{"ctaText":746},[6499],{"name":545,"content":6500},"monday.com, automation, workflow optimization, task automation, productivity, email automation, sales automation, business automation, integrations, Polished Geek, project management","\u002Fblog\u002Fuse-your-monday.com-trial-like-a-pro-a-14-day-action-plan","9 min.",{"title":6094,"description":6488},"03.blog\u002FUse Your monday.com Trial Like A Pro A 14-Day Action Plan\u002Findex","z0cBY6NxsQscHUZQQwehr7w0uhbyL6Nob6us_0B_6Fg",{"id":6507,"title":6508,"author":556,"authorAvatar":557,"authorImg":558,"body":6509,"category":6689,"date":734,"description":6690,"extension":60,"hero":6691,"image":6699,"imageAlt":71,"meta":6700,"metaData":6701,"navigation":525,"part":71,"path":6704,"readingTime":751,"seo":6705,"shortDescription":6706,"stem":6707,"titleBr":6708,"videoId":71,"__hash__":6709},"blogPost\u002F03.blog\u002FWhen to Hire A monday.com Expert Overcome Sunk Cost Bias\u002Findex.md","When to Hire A monday.com Expert: Overcome Sunk Cost Bias",{"type":64,"value":6510,"toc":6678},[6511,6514,6517,6520,6523,6530,6534,6537,6546,6549,6566,6569,6573,6576,6580,6583,6586,6603,6606,6610,6613,6616,6620,6623,6626,6630,6633,6636,6640,6643,6663,6667,6670],[87,6512,6513],{},"Have you ever gone to a movie and hated it from the very beginning, but stayed until the end anyway? Or gotten a bad meal at a restaurant and eaten it all despite not liking it? Then you understand the sunk cost fallacy. This fallacy is the root of the phrase “throwing good money after bad.” It’s also the cause of a lot of wasted time and effort everywhere from people’s personal lives to business.",[87,6515,6516],{},"In general, people don’t like admitting that they’ve wasted time or money. As a result, when a decision looks like it’s not panning out, you might feel like you can’t change your tactics. You want to “rescue” the effort you’ve spent on your original decision by putting in more time and more money. That’s completely normal! However, it’s not the most productive way to solve problems.",[87,6518,6519],{},"One example of the sunk cost fallacy in businesses can be found in the implementation of the monday.com Work OS. The platform is incredibly useful for a variety of tasks. However, it can also be difficult and even overwhelming to set up on your own. If you’ve decided to work with the monday.com platform, you’ve probably spent a lot of time trying to organize it to work for your team. But what if it’s just not clicking?",[87,6521,6522],{},"That’s when you might start experiencing the sunk cost bias. You’ve put all this time into setting it up alone. The answer must be to keep managing it by yourself, right? Well, no. Instead, you can honor the time and effort you’ve expended as the cost of learning you need help. Knowing when to hire a consultant is just as important as knowing when you can handle something yourself.",[87,6524,6525,6526],{},"Keep reading to learn how you can move beyond the sunk cost fallacy and start actually solving your confusion by working with a ",[503,6527,6529],{"href":6528},"\u002Fservices\u002F","monday.com expert.",[83,6531,6533],{"id":6532},"moving-forward-from-the-sunk-cost-status-quo","Moving Forward from the Sunk Cost Status Quo",[87,6535,6536],{},"If you’re reading this article, you’re probably already working with the monday.com platform. That means you’re in one of two situations: either the platform is perfectly meeting your needs and you have no problems, or you’re looking for ways to improve it.",[87,6538,6539,6540,6545],{},"The second scenario can lead you into the ",[503,6541,6544],{"href":6542,"rel":6543},"https:\u002F\u002Fthedecisionlab.com\u002Fbiases\u002Fthe-sunk-cost-fallacy\u002F",[772],"sunk cost fallacy."," You’ve already committed to working with the platform in a certain way. You can become hesitant to change it, even if the status quo just isn’t quite cutting it. That’s completely understandable, but it’s not the best solution.",[87,6547,6548],{},"Instead, you could hire a monday.com expert and have them help you refine the program. While this requires moving on from the time you’ve spent working on it alone, it has many benefits like:",[159,6550,6551,6554,6557,6560,6563],{},[162,6552,6553],{},"Working with someone who knows the program inside and out",[162,6555,6556],{},"Stop wasting time trying to learn everything on your own",[162,6558,6559],{},"Getting help setting up the platform so it fits your business perfectly",[162,6561,6562],{},"Learning about techniques and tricks that will make your setup more efficient",[162,6564,6565],{},"Accessing training for your staff to help them make the most of monday.com, too",[87,6567,6568],{},"Just because you’ve always done things one way is no reason to stick with it forever. If you’re not getting the results you want, it’s time to change things up. By hiring a consultant, you can get more out of monday.com and make the most of your investment.",[83,6570,6572],{"id":6571},"_4-signs-that-its-time-to-hire-a-mondaycom-expert","4 Signs That It's Time to Hire a monday.com Expert",[87,6574,6575],{},"If you’re not sure whether it’s time to hire a consultant, don’t worry. There are a few key signs that can help you figure out when you’re starting to fall into a sunk cost bias. If any of the following situations sound familiar, it’s time to hire a monday.com expert.",[154,6577,6579],{"id":6578},"_1-your-mondaycom-work-os-just-isnt-working","1. Your monday.com Work OS Just Isn’t Working",[87,6581,6582],{},"The whole point of using the monday.com platform is to streamline the management process. It’s supposed to help you keep an eye on everything that’s happening all in one place. If it's not doing that, then something’s gone wrong.",[87,6584,6585],{},"You might be running into problems like these:",[159,6587,6588,6591,6594,6597,6600],{},[162,6589,6590],{},"You’re confused about where to start with the migration process.",[162,6592,6593],{},"You can’t figure out how to switch templates.",[162,6595,6596],{},"You don’t know which templates will work best for your team.",[162,6598,6599],{},"You’re struggling to add team members.",[162,6601,6602],{},"You’re not tracking task progress the way you want.",[87,6604,6605],{},"Any of these problems is an excellent reason to get outside help. You don’t have to beat your head against aspects of the platform that confuse you. Instead, work with an expert who can show you how to use it and even set up your monday.com Work OS to fit your needs.",[154,6607,6609],{"id":6608},"_2-youre-spending-more-time-fighting-the-site-than-managing-people","2. You’re Spending More Time Fighting the Site Than Managing People",[87,6611,6612],{},"Maybe the platform is up and running. Still, you seem to be stumbling across problems every day. When it works, it works great! Still, you’re spending a lot of time each day trying to understand the site or helping your staff figure out what they’re supposed to do. You’re noticing that all the time monday.com is saving you seems to have disappeared right into wrangling the site itself.",[87,6614,6615],{},"That’s a sign you need to work with an expert who can teach you and your staff some tips and tricks. Working with a monday.com expert can help you work out any kinks in your initial setup. A good consultant will also train you and everyone else using the platform to interact with it more effectively. Remember, monday.com is built to support your business. Bringing in an expert will help you make the most of it.",[154,6617,6619],{"id":6618},"_3-youre-not-meeting-your-management-goals","3. You’re Not Meeting Your Management Goals",[87,6621,6622],{},"What if you think you’ve set up your monday Work OS effectively, but it just isn’t quite accomplishing what you want? The layout doesn’t feel right or it’s not quite structured for your team. As a result, you’re seeing improvements, but you’re not reaching your management goals. You can see the potential of the platform, but you don’t know how to unlock it to actually reach your targets.",[87,6624,6625],{},"A consultant can help you find the places where things aren’t clicking and improve them. There are hundreds of ways to fine-tune monday.com, so if your current setup isn’t working, another probably will. By working with an expert, you can stop wasting time trying to solve the problem alone and take advantage of their knowledge to get your projects moving again.",[154,6627,6629],{"id":6628},"_4-you-feel-stuck","4. You Feel “Stuck”",[87,6631,6632],{},"Maybe you’ve got everything set up and it’s working fine. You’re reaching your basic goals and the platform is showing its value. Still, you feel “stuck” and don’t know where to go from here. You suspect that you could get a lot more out of the platform, but you just don’t know how to get to that point. In that case, it’s time to hire a monday.com expert.",[87,6634,6635],{},"After all, experts are just that. They have the experience and knowledge to help monday.com operate at the highest possible level. If you’re looking for ways to maximize the results you achieve from the platform, you can bring in a consultant to help you discover the tools and tricks that will take you to the next level.",[83,6637,6639],{"id":6638},"tips-for-choosing-the-right-mondaycom-expert","Tips for Choosing the Right monday.com Expert",[87,6641,6642],{},"Not every consultant is equally effective. Before you hire someone to help you improve your monday.com Work OS, you should make sure you’re choosing the right person.",[159,6644,6645,6651,6657],{},[162,6646,6647,6650],{},[96,6648,6649],{},"Look for provable expertise:"," Anyone can say they’re a consultant. That doesn’t mean they’re actually an expert. If you want to see results from a consultancy, look for a track record of success. Great consultants will be more than happy to show you their credentials, from partnerships with monday.com to testimonials from happy clients.",[162,6652,6653,6656],{},[96,6654,6655],{},"Don’t go in blind:"," You should have goals for your consulting relationship. When you’re looking for a consultant, your choice will depend on what you actually want to come from the relationship. A small startup that just needs the platform set up for them won’t hire the same consultant as an established business looking to finetune things. When you know what you want, you can choose a consultant who can deliver it for you.",[162,6658,6659,6662],{},[96,6660,6661],{},"Expect collaboration:"," A consultant is not just a contractor. Consultancy is all about collaboration. A good monday.com expert will work with you every step of the way to help you build something that’s perfect for your team. If you go in prepared to work together, you’ll find better consultants and get better results.",[83,6664,6666],{"id":6665},"dont-let-the-sunk-cost-bias-sink-your-management","Don’t Let the Sunk Cost Bias Sink Your Management",[87,6668,6669],{},"You get out of monday.com what you put into it. If the effort you’ve put in to get things set up isn’t paying off, it’s time to make a change. By bringing in a trained, certified monday.com expert, you can stop wasting your time and start getting results.",[87,6671,6672,6673,6677],{},"Polished Geek can help. We are a certified monday.com partner that’s dedicated to helping established companies get more from the platform. If you’re ready to escape the sunk cost fallacy and learn how to make monday.com work for you, reach out to ",[503,6674,6676],{"href":1022,"rel":6675,":target":1024},[772],"schedule your free consultation"," today.",{"title":67,"searchDepth":68,"depth":68,"links":6679},[6680,6681,6687,6688],{"id":6532,"depth":68,"text":6533},{"id":6571,"depth":68,"text":6572,"children":6682},[6683,6684,6685,6686],{"id":6578,"depth":730,"text":6579},{"id":6608,"depth":730,"text":6609},{"id":6618,"depth":730,"text":6619},{"id":6628,"depth":730,"text":6629},{"id":6638,"depth":68,"text":6639},{"id":6665,"depth":68,"text":6666},[517],"Discover how recognizing and overcoming the sunk cost fallacy can help you make the most of your monday.com setup by enlisting the expertise of a certified consultant.",{"fill":521,"position":1040,"image":6692,"icon":6693,"border":6695,"triangle":6696,"title":6697},{"active":62},{"active":525,"type":6694},"type-10",{"active":525,"type":1045,"position":531,"fill":4165},{"active":525,"imageZone":62,"fill":534},{"text":6698,"fs":1050},"Overcome\u003Cbr>\u003Cspan class=\"bgs bgs_mblue\">Sunk Cost\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_mblue\">Bias\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fwhen-to-hire-a-monday.com-expert-overcome-sunk-cost-bias.png",{"ctaText":746},[6702],{"name":545,"content":6703},"sunk cost fallacy, monday.com expert, business productivity, project management, hire monday.com consultant, improve monday.com setup, overcome sunk cost bias, business consulting, monday.com Work OS, productivity tips, management goals, expert consultancy, streamline project management, optimize monday.com, business efficiency, hire consultant, monday.com training, project management tools, maximize monday.com, monday.com setup tips","\u002Fblog\u002Fwhen-to-hire-a-monday.com-expert-overcome-sunk-cost-bias",{"title":6508,"description":6690},"Understand and overcome the sunk cost fallacy by hiring a monday.com expert to maximize your platform's efficiency.","03.blog\u002FWhen to Hire A monday.com Expert Overcome Sunk Cost Bias\u002Findex","When to Hire \u003Cbr>A monday.com Expert: \u003Cbr>Overcome Sunk Cost Bias","5su9Xn4qhNnwCwHT2_vSBfrdk2BBbMedBEgpZw7Z7Nc",{"id":6711,"title":6712,"author":556,"authorAvatar":557,"authorImg":558,"body":6713,"category":6881,"date":6883,"description":6884,"extension":60,"hero":6885,"image":6892,"imageAlt":6893,"meta":6894,"metaData":6895,"navigation":525,"part":71,"path":6898,"readingTime":6899,"seo":6900,"shortDescription":6901,"stem":6902,"titleBr":6903,"videoId":71,"__hash__":6904},"blogPost\u002F03.blog\u002FWhy Every Business Needs a CRM\u002Findex.md","Why Every Business Needs a CRM",{"type":64,"value":6714,"toc":6876},[6715,6718,6722,6729,6738,6758,6779,6803,6830,6851,6855,6858,6861,6865,6868,6871,6874],[87,6716,6717],{},"Your business thrives when you can focus on your customers and users, providing the products and services that meet their needs.",[83,6719,6721],{"id":6720},"what-is-a-crm","What is a CRM?",[87,6723,6724,6725,6728],{},"A Customer Relationship Management system, commonly referred to as a ",[96,6726,6727],{},"CRM",", is software designed to nurture your relationships with customers and keep track of all your communications with them.",[1374,6730,6731],{},[141,6732,6733],{"v-slot:img":67},[87,6734,6735],{},[121,6736],{"alt":1788,"src":6737},"\u002Fimages\u002FMondayBlog\u002FCRM_ROI_survey_results.png",[135,6739,6740,6747,6753],{},[141,6741,6742],{"v-slot:icon":67},[87,6743,6744],{},[121,6745],{"alt":1788,"src":1789,"className":6746},[1791],[141,6748,6749],{"v-slot:heading":67},[83,6750,6752],{"id":6751},"a-crm-focuses-everything-around-your-customers","A CRM Focuses Everything Around Your Customers",[141,6754,6755],{"v-slot:description":67},[87,6756,6757],{},"Your customers are, ultimately, your most valuable resource. It's all too easy to lose customers when your focus is drawn elsewhere, even to your organization's growth. A CRM pulls together in one place all the information you've ever gathered about every single customer: their preferences, their contact information, their order history, their current order status, their problems and needs, and their customer service issues.",[135,6759,6760,6768,6774],{},[141,6761,6762],{"v-slot:icon":67},[87,6763,6764],{},[121,6765],{"alt":1788,"src":6766,"className":6767},"\u002Fimages\u002Ficons\u002FgiveFiveShadow.svg",[150],[141,6769,6770],{"v-slot:heading":67},[83,6771,6773],{"id":6772},"a-crm-helps-your-teams-work-together","A CRM Helps Your Teams Work Together",[141,6775,6776],{"v-slot:description":67},[87,6777,6778],{},"With the easy access to customer relationship data provided by a CRM, your sales, marketing and customer service teams can all be on the same page. When internal collaboration is easier between functional teams, the customer journey becomes seamless from beginning to end, enhancing customer loyalty and retention.",[135,6780,6781,6789,6795],{},[141,6782,6783],{"v-slot:icon":67},[87,6784,6785],{},[121,6786],{"alt":1788,"src":6787,"className":6788},"\u002Fimages\u002Fcontent\u002FcallShadow.svg",[1791],[141,6790,6791],{"v-slot:heading":67},[83,6792,6794],{"id":6793},"a-crm-tracks-and-simplifies-customer-interactions","A CRM Tracks and Simplifies Customer Interactions",[141,6796,6797,6800],{"v-slot:description":67},[87,6798,6799],{},"Your customers come to you through many channels. If you have to dig separately into call logs, live chat records, emails and a myriad of social media platform records to gather the different ways a single customer has contacted you, you're liable to miss key information — not to mention waste a lot of time.",[87,6801,6802],{},"Your CRM gathers all those interactions into one place, simplifying your process. It also keeps you on top of customer interactions so you can respond instantly, avoiding the delays involved when you're always trying to play catch-up.",[135,6804,6805,6819,6825],{},[141,6806,6807],{"v-slot:icon":67},[87,6808,6809],{},[6810,6811,6815],"svg",{"className":6812,"ariaHidden":6813,"focusable":6814},[150],"true","false",[6816,6817],"use",{"href":6818},"\u002Fimages\u002Ffilter-icons\u002FhandChecklist.svg#shadow",[141,6820,6821],{"v-slot:heading":67},[83,6822,6824],{"id":6823},"a-crm-lets-you-automate-routine-tasks","A CRM Lets You Automate Routine Tasks",[141,6826,6827],{"v-slot:description":67},[87,6828,6829],{},"How much time do your sales, marketing and customer service teams spend on mundane tasks that ultimately drain their energy and waste their time? Your CRM system takes many of those tasks off your teams' desks, freeing them up to focus attention on your customers. As a bonus, the automation provided by CRM solutions also helps eliminate the human errors that can drive customers away.",[135,6831,6832,6840,6846],{},[141,6833,6834],{"v-slot:icon":67},[87,6835,6836],{},[121,6837],{"alt":1788,"src":6838,"className":6839},"\u002Fimages\u002Fcontent\u002FmagnifierBriliantShadow.svg",[1791],[141,6841,6842],{"v-slot:heading":67},[83,6843,6845],{"id":6844},"a-crm-reveals-hidden-insights","A CRM Reveals Hidden Insights",[141,6847,6848],{"v-slot:description":67},[87,6849,6850],{},"The data you're gathering on your customers, clients and leads can be overwhelming. There's just too much of it for any human team to crunch. That's where your CRM comes in. It helps you understand what matters in that horde of data, analyzing and drawing out the insights that will help you make smart decisions. Your CRM can analyze the metrics that are most important to your business, creating customizable reports that let you view the data from a myriad of angles, the better to understand your customers and your marketplace",[83,6852,6854],{"id":6853},"types-of-crms","Types of CRMs",[87,6856,6857],{},"CRMs are typically divided into three types: operational, analytical and collaborative CRMs. Operational CRMs streamline business processes, including lead generation and conversion, sales automation, marketing automation and service infrastructure. Analytical CRMs help with the analysis of all the data collected during customer interactions, producing insights that help management make smart decisions. Collaborative CRMs focus on sharing information across teams, divisions and departments, thereby improving customer experience and customer retention.",[875,6859],{"video-id":6860},"iP-aUiFJ9og",[83,6862,6864],{"id":6863},"accountclient-management-crms","Account\u002FClient Management CRMs",[87,6866,6867],{},"CRMs are also especially useful when it comes to managing accounts and clients. By bringing together all data about clients in one place, businesses can become more productive and therefore more profitable. Tracking every interaction between your organization and your customers or clients means that you're always on top of any issues and have what you need to",[87,6869,6870],{},"The single view of each customer provided by a CRM empowers account managers so they can see customers' needs and help meet them. They're also able to keep their own teams fully informed at all times so that any member of the team can deliver highly personalized customer support and deal with any issue.",[87,6872,6873],{},"The insights provided by the CRM help account managers focus on customer lifecycle management, using customers' past behavior to predict future actions. This ability helps managers to prepare to meet client expectations and to see easily where upselling or cross-selling might be appropriate.",[87,6875,6873],{},{"title":67,"searchDepth":68,"depth":68,"links":6877},[6878,6879,6880],{"id":6720,"depth":68,"text":6721},{"id":6853,"depth":68,"text":6854},{"id":6863,"depth":68,"text":6864},[6882],"sales-crm","2022-08-14","Your business thrives when you can focus on your customers and users, providing the products and services that meet their needs. When you do that, you attract new customers, and your organization grows. A customer relationship management system (CRM) is the tool you need to help you track and understand your relationships with your customers.",{"fill":521,"position":1040,"image":6886,"icon":6887,"border":6888,"triangle":6889,"title":6890},{"active":62},{"active":525,"type":1045},{"active":525,"type":1045,"position":531,"fill":532},{"active":525,"imageZone":525,"fill":534},{"text":6891,"fs":1050},"monday.com \u003Cbr> as a \u003Cspan class=\"bgs bgs_mpurple\"> CRM \u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fwhy-every-business-needs-a-crm.png","image alternative text",{},[6896],{"name":545,"content":6897},"CRM, monday.com, business, Customer Relationship, Management system","\u002Fblog\u002Fwhy-every-business-needs-a-crm","10 min.",{"title":6712,"description":6884},"A customer relationship management system (CRM) is the tool you need to help you track and understand your relationships with your customers.","03.blog\u002FWhy Every Business Needs a CRM\u002Findex","Why Every Business \u003Cbr> Needs a CRM","oCjPMZXGvX9DHeDDZ0so5768BkNZ0KWPU2G6le_VE0o",{"id":6906,"title":6907,"author":77,"authorAvatar":78,"authorImg":79,"body":6908,"category":7979,"date":7980,"description":3102,"extension":60,"hero":7981,"image":1383,"imageAlt":539,"meta":7989,"metaData":7990,"navigation":525,"part":71,"path":7992,"readingTime":3118,"seo":7993,"shortDescription":3120,"stem":7994,"titleBr":7995,"videoId":71,"__hash__":7996},"blogPost\u002F03.blog\u002Fchange-management\u002Findex.md","Why Change Fails and How to Flip the Script",{"type":64,"value":6909,"toc":7945},[6910,6917,6920,6935,6943,6948,6963,6966,6969,6972,6977,6980,6990,6993,7013,7016,7019,7022,7029,7049,7052,7063,7097,7101,7108,7111,7118,7121,7125,7131,7134,7148,7151,7174,7177,7183,7186,7189,7206,7209,7212,7215,7218,7230,7233,7237,7240,7243,7248,7251,7258,7261,7264,7266,7283,7286,7290,7292,7295,7305,7308,7311,7325,7328,7363,7367,7370,7373,7377,7387,7390,7393,7396,7413,7416,7420,7423,7428,7431,7434,7437,7440,7457,7468,7518,7522,7525,7528,7547,7552,7558,7561,7564,7567,7581,7584,7588,7591,7600,7603,7606,7609,7626,7629,7677,7681,7684,7687,7690,7706,7709,7713,7716,7719,7722,7728,7732,7735,7738,7741,7744,7747,7750,7754,7757,7760,7774,7777,7780,7800,7803,7807,7810,7813,7831,7834,7843,7846,7851,7857,7863,7869,7874,7877,7880,7883,7886,7891,7896,7899,7909,7912,7918,7927,7931,7934,7941],[87,6911,6912,6913,6916],{},"Workplaces are complex human systems and most change initiatives fail by underestimating just how ",[228,6914,6915],{},"human"," the system actually is.",[87,6918,6919],{},"As a PMP with over two decades of working inside transformational change efforts and someone who has facilitated this change process inside all types of businesses, from startups to enterprise environments, I've seen similar patterns emerge over and over.",[1374,6921,6922],{},[141,6923,6924],{"v-slot:img":67},[87,6925,6926,6930,6932],{},[121,6927],{"alt":6928,"src":6929},"Change Management Activity","\u002Fimages\u002FMondayBlog\u002Fchange_management_1.jpg",[805,6931],{},[228,6933,6934],{},"Change Management Activity | Polished Geek at Elevate 2025 Conference",[87,6936,6937,6938,6942],{},"Recently, our Polished Geek team attended Elevate by ",[503,6939,1715],{"href":6940,"rel":6941},"https:\u002F\u002Fmonday.com\u002F?utm_campaign=na-polishedgeek&utm_medium=landingpage&utm_source=Partner&utm_content=change-management-blog",[772]," where the top business leaders, executives, project managers, and change agents dropped by to talk with us about change and we asked the question,",[87,6944,6945],{},[228,6946,6947],{},"\"What do you think is the #1 reason that change fails?\"",[1374,6949,6950],{},[141,6951,6952],{"v-slot:img":67},[87,6953,6954,6958,6960],{},[121,6955],{"alt":6956,"src":6957},"Change Management Sticky Note","\u002Fimages\u002FMondayBlog\u002Fchange_management_2.jpg",[805,6959],{},[228,6961,6962],{},"Change Management Sticky Note | Polished Geek at Elevate 2025 Conference",[87,6964,6965],{},"The data is striking.",[87,6967,6968],{},"Our team brought the data back to lay it all out and analyze it.",[87,6970,6971],{},"We created a rich, multi-layered affinity diagram that painted a clear and compelling picture:",[87,6973,6974],{},[96,6975,6976],{},"Change fails for predictable reasons and it succeeds for equally predictable ones.",[87,6978,6979],{},"The themes that emerged align tightly with the Lippitt–Knoster Model for Managing Complex Change, a widely used framework that states:",[1374,6981,6982],{},[141,6983,6984],{"v-slot:img":67},[87,6985,6986],{},[121,6987],{"alt":6988,"src":6989},"Lippitt-Knoster Model","\u002Fimages\u002FMondayBlog\u002Fchange_management_3.jpg",[87,6991,6992],{},"To successfully implement complex change, organizations need 6 key components:",[2897,6994,6995,6998,7001,7004,7007,7010],{},[162,6996,6997],{},"Vision",[162,6999,7000],{},"Consensus",[162,7002,7003],{},"Skills",[162,7005,7006],{},"Incentives",[162,7008,7009],{},"Resources",[162,7011,7012],{},"Action Plan",[87,7014,7015],{},"Remove any one of these, and the model predicts very specific negative outcomes: confusion, anxiety, false starts, frustration, sabotage, or painfully slow change.",[87,7017,7018],{},"What we saw at Elevate 2025 Conference validated this model.",[87,7020,7021],{},"The data (listed below) revealed the pain points of complex change that organizations struggle with the most, in priority order, according to real business leaders out in the field.",[7023,7024,7026],"h4",{"id":7025},"key-points-of-failure-priority-order",[96,7027,7028],{},"Key Points of Failure (priority order):",[2897,7030,7031,7034,7037,7040,7043,7046],{},[162,7032,7033],{},"Communication & Transparency",[162,7035,7036],{},"Leadership & Alignment",[162,7038,7039],{},"Adoption & Participation",[162,7041,7042],{},"Fear & Resistance to Change",[162,7044,7045],{},"Lack of Support & Resources",[162,7047,7048],{},"Lack of Engagement & Motivation",[87,7050,7051],{},"Below is an exploration of each failure point, we'll discuss:",[2897,7053,7054,7057,7060],{},[162,7055,7056],{},"Why it happens,",[162,7058,7059],{},"What it looks like, and",[162,7061,7062],{},"How leaders can flip the script and remedy in realtime, or plan for prevention ahead of time.",[135,7064,7065,7073,7079],{},[141,7066,7067],{"v-slot:icon":67},[87,7068,7069],{},[121,7070],{"alt":1788,"src":7071,"className":7072},"\u002Fimages\u002Fcontent\u002FhandCellphoneShadow.svg",[150],[141,7074,7075],{"v-slot:heading":67},[83,7076,7078],{"id":7077},"_1-communication-transparency","1. Communication & Transparency",[141,7080,7081,7084,7087,7090],{"v-slot:description":67},[87,7082,7083],{},"When asked why change fails, the overwhelming majority of respondents cited communication-related challenges first.",[87,7085,7086],{},"This isn't surprising, great communication is consistently ranked as one of the strongest predictors of change success.",[87,7088,7089],{},"Organizations with highly capable leaders and strong strategies can collapse under poor communication practices.",[87,7091,7092,7093,7096],{},"Why? Because communication is not just about telling people ",[228,7094,7095],{},"what's happening",", it's about building meaning and shared understanding across the system.",[154,7098,7100],{"id":7099},"why-this-happens","Why this happens:",[87,7102,7103,7104,7107],{},"Leaders frequently assume they've communicated enough simply because ",[228,7105,7106],{},"they"," understand the vision.",[87,7109,7110],{},"But clarity is not what you say, it's what others understand.",[87,7112,7113,7114,7117],{},"Leaders often overestimate the simplicity of their message and underestimate how much ",[96,7115,7116],{},"repetition"," is required for true absorption.",[87,7119,7120],{},"A \"one and done\" announcement (or more often 3-4 and done) rarely creates alignment. Worse, when the messaging is full of business jargon, lofty strategic language, or high-level abstractions, frontline employees start guessing.",[154,7122,7124],{"id":7123},"remedy","Remedy:",[87,7126,7127,7128],{},"The solution is simple but hard to execute well: ",[96,7129,7130],{},"Over-communicate with intention.",[87,7132,7133],{},"This means:",[159,7135,7136,7139,7142,7145],{},[162,7137,7138],{},"Using multiple channels (email, Slack, all-hands, videos, team meetings, 1:1s).",[162,7140,7141],{},"Using multiple formats (visuals, FAQs, demos, stories).",[162,7143,7144],{},"Reinforcing the \"why,\" not just the \"what.\"",[162,7146,7147],{},"Testing the message with small groups to make sure it's actually landing.",[87,7149,7150],{},"Leaders should actively solicit feedback to confirm comprehension with an emphasis on feedback loops and diagnostic inquiry.",[135,7152,7153,7160,7166],{},[141,7154,7155],{"v-slot:icon":67},[87,7156,7157],{},[121,7158],{"alt":1788,"src":2813,"className":7159},[150],[141,7161,7162],{"v-slot:heading":67},[83,7163,7165],{"id":7164},"_2-information-awareness","2. Information & Awareness",[141,7167,7168,7171],{"v-slot:description":67},[87,7169,7170],{},"Many participants in our study expressed feeling blindsided by changes or left out of the information loop. This is a classic misalignment between leadership's pace of change and the workforce's capacity to absorb it.",[87,7172,7173],{},"Employees often experience \"change whiplash\" because decisions are being made rapidly at the top while little context trickles downward.",[154,7175,7100],{"id":7176},"why-this-happens-1",[87,7178,7179,7180],{},"Without accessible documentation or consistent updates, people rely on speculation and hallway chatter. This leads to the disruption of the change management process. As the Lippitt–Knoster Model predicts, missing information creates ",[96,7181,7182],{},"confusion, one of the earliest warning signs of change failure.",[154,7184,7124],{"id":7185},"remedy-1",[87,7187,7188],{},"Organizations should create a central source of truth, maybe an SOP library, intranet hub, or a change portal where employees can find:",[159,7190,7191,7194,7197,7200,7203],{},[162,7192,7193],{},"What is changing",[162,7195,7196],{},"Why it is changing",[162,7198,7199],{},"What the timeline is",[162,7201,7202],{},"Where to turn to for help",[162,7204,7205],{},"What's coming next",[87,7207,7208],{},"Pair this with transparent progress updates, acknowledgment of challenges, and regular 1:1 or team-level discussions. Rumors thrive in the absence of clarity; transparency shuts them down.",[83,7210,7036],{"id":7211},"leadership-alignment",[87,7213,7214],{},"Leadership came in as the second-largest theme and for good reason.",[87,7216,7217],{},"Change readiness is strongly linked to visible, aligned, and behaviorally consistent leaders. But the data revealed glaring gaps:",[87,7219,7220,7221,7223,7224,7226,7227,7229],{},"\"No executive buy-in.\"",[805,7222],{},"\n\"No stakeholder buy-in.\"",[805,7225],{},"\n\"Lack of leadership alignment.\"",[805,7228],{},"\n\"Disconnect between proposed strategy and culture.\"",[87,7231,7232],{},"These aren't simply surface-level concerns. They are structural failure points that affect organizational change management.",[154,7234,7236],{"id":7235},"executive-support-sponsorship","Executive Support & Sponsorship",[87,7238,7239],{},"Often, leaders say they support the change, but their actions don't match their words.",[87,7241,7242],{},"They may announce a new initiative with enthusiasm… and then never mention it again. Or they may approve a project but fail to allocate resources or time. We call this symbolic vs. substantive support.",[87,7244,7245],{},[96,7246,7247],{},"Symbolic support is cheap. Substantive support is what people actually trust.",[154,7249,7100],{"id":7250},"why-this-happens-2",[87,7252,7253,7254,7257],{},"The Lippitt–Knoster Model is clear: without shared vision and incentives, the system experiences resistance and sabotage (this doesn't necessarily mean ",[228,7255,7256],{},"intentional"," sabotage, but the passive, slow-motion kind that slows or stops change).",[154,7259,7124],{"id":7260},"remedy-2",[87,7262,7263],{},"Executives must be visible champions, not silent supporters - for the long haul. This is easy to do for the first week or month of change, but many initiatives take 6 months or over a year, the executive demonstration of adoption must be steady and strong throughout the entirety of the complex change process.",[87,7265,7133],{},[159,7267,7268,7271,7274,7277,7280],{},[162,7269,7270],{},"Attending town halls and all-hands meetings",[162,7272,7273],{},"Recognizing individuals who adopt new behaviors",[162,7275,7276],{},"Removing obstacles personally",[162,7278,7279],{},"Integrating change goals into performance reviews",[162,7281,7282],{},"Substantive support and modeling the behaviors they expect others to adopt",[87,7284,7285],{},"If leadership wants commitment from employees, they must demonstrate commitment themselves, from start to end.",[154,7287,7289],{"id":7288},"strategic-alignment","Strategic Alignment",[87,7291,7100],{},[87,7293,7294],{},"Even highly capable leadership teams fail when they are not aligned on priorities. People lower in the organization feel the effects immediately: mixed messages, shifting expectations, and constantly changing direction.",[87,7296,7297,7298,7301,7302,1494],{},"Misalignment leads directly to two Lippitt–Knoster failure modes: ",[96,7299,7300],{},"confusion"," and ",[96,7303,7304],{},"anxiety",[154,7306,7124],{"id":7307},"remedy-3",[87,7309,7310],{},"Before launching major change, leadership must participate in facilitated alignment workshops. These sessions help teams:",[159,7312,7313,7316,7319,7322],{},[162,7314,7315],{},"Clarify priorities",[162,7317,7318],{},"Resolve conflicts between initiatives",[162,7320,7321],{},"Align the change with organizational values",[162,7323,7324],{},"Create shared language",[87,7326,7327],{},"When leaders speak with one voice, employees follow with confidence.",[135,7329,7330,7337,7343],{},[141,7331,7332],{"v-slot:icon":67},[87,7333,7334],{},[121,7335],{"alt":1788,"src":6766,"className":7336},[150],[141,7338,7339],{"v-slot:heading":67},[83,7340,7342],{"id":7341},"_3-adoption-participation","3. Adoption & Participation",[141,7344,7345,7348,7360],{"v-slot:description":67},[87,7346,7347],{},"The third major cluster from Elevate centered on adoption — or, more accurately, the lack of it.",[87,7349,7350,7351,7353,7354,7356,7357,7359],{},"\"Lack of buy-in.\"",[805,7352],{},"\n\"Lack of participation.\"",[805,7355],{},"\n\"Lack of understanding.\"",[805,7358],{},"\n\"No clear adoption plan.\"",[87,7361,7362],{},"This aligns with Lippitt–Knoster's emphasis on skills, consensus, and action planning.",[154,7364,7366],{"id":7365},"engagement-buy-in","Engagement & Buy-In",[87,7368,7369],{},"People are more likely to support what they help create.",[87,7371,7372],{},"Let me say that again…",[87,7374,7375],{},[96,7376,7369],{},[87,7378,7379,7380,7383,7384,7386],{},"When employees feel that change is being done ",[228,7381,7382],{},"to"," them rather than ",[228,7385,1913],{}," them, the natural response is resistance, passive or active.",[87,7388,7389],{},"The Elevate data suggests that many organizations launch changes without involving key stakeholders early. This not only decreases buy-in but creates blind spots leaders cannot see.",[154,7391,7124],{"id":7392},"remedy-4",[87,7394,7395],{},"Engage employees as partners from the beginning. Meaningful involvement might include:",[159,7397,7398,7401,7404,7407,7410],{},[162,7399,7400],{},"Early feedback sessions",[162,7402,7403],{},"Pilots with frontline teams",[162,7405,7406],{},"Internal advisory groups",[162,7408,7409],{},"Surveys and listening tours",[162,7411,7412],{},"Recognition for early adopters",[87,7414,7415],{},"This approach aligns with OD principles of collaboration and distributes ownership across the system.",[154,7417,7419],{"id":7418},"understanding-planning","Understanding & Planning",[87,7421,7422],{},"One submitted note summed up the pattern perfectly:",[87,7424,7425],{},[228,7426,7427],{},"\"Assuming people will figure it out.\"",[87,7429,7430],{},"Many organizations launch tools, workflows, or systems with minimal adoption planning. It's easy to underestimate learning curves and overestimate how intuitive changes will be.",[87,7432,7433],{},"The result? In stress or times of pressure, people revert to old habits.",[154,7435,7124],{"id":7436},"remedy-5",[87,7438,7439],{},"Build a structured adoption roadmap that includes:",[159,7441,7442,7445,7448,7451,7454],{},[162,7443,7444],{},"Training",[162,7446,7447],{},"Clear milestones",[162,7449,7450],{},"Feedback loops",[162,7452,7453],{},"Dedicated support resources",[162,7455,7456],{},"A clear articulation of the WIIFM (\"What's in it for me?\")",[87,7458,7459,7460,7463,7464,7467],{},"When employees understand both ",[228,7461,7462],{},"how"," to do something and ",[228,7465,7466],{},"why"," it matters, they are far more likely to adopt it sustainably.",[135,7469,7470,7478,7484],{},[141,7471,7472],{"v-slot:icon":67},[87,7473,7474],{},[121,7475],{"alt":1788,"src":7476,"className":7477},"\u002Fimages\u002Ficons\u002FchainBrokenShadow.svg",[150],[141,7479,7480],{"v-slot:heading":67},[83,7481,7483],{"id":7482},"_4-fear-resistance-to-change","4. Fear & Resistance to Change",[141,7485,7486,7497,7512,7515],{"v-slot:description":67},[87,7487,7488,7489,7492,7493,7496],{},"Change is ",[228,7490,7491],{},"emotional"," before it is ",[228,7494,7495],{},"operational",". The responses reflected this clearly:",[87,7498,7499,7500,7502,7503,7505,7506,7508,7509,7511],{},"\"Fear of the unknown.\"",[805,7501],{},"\n\"It's scary!\"",[805,7504],{},"\n\"Resistance.\"",[805,7507],{},"\n\"Keeping an old-school mindset.\"",[805,7510],{},"\n\"It's not broken, why fix it?\"",[87,7513,7514],{},"Fear is a natural human response to ambiguity.",[87,7516,7517],{},"Resistance is rarely about the change itself, more often, it's about the person's perceived loss associated with the change.",[154,7519,7521],{"id":7520},"fear-uncertainty","Fear & Uncertainty",[87,7523,7524],{},"Without a clear vision and transparent plan, employees experience anxiety. Exactly as predicted by the Lippitt–Knoster model when skills, incentives, or resources are unclear.",[87,7526,7527],{},"Fear often signals unmet needs:",[159,7529,7530,7533,7536,7539,7544],{},[162,7531,7532],{},"Security",[162,7534,7535],{},"Clarity",[162,7537,7538],{},"Stability",[162,7540,7541],{},[96,7542,7543],{},"Competence*",[162,7545,7546],{},"Belonging",[87,7548,7549],{},[228,7550,7551],{},"*Competence is a BIG one, this person or team has spent years or even decades honing their skills and competence at doing what they're currently doing, the way they're currently doing it. Does change mean this person or team will have to start from zero all over again, potentially losing their authority, respect, dignity that they've worked so hard for?",[87,7553,7554,7555,1494],{},"If leaders fail to address these emotional needs, fear becomes ",[96,7556,7557],{},"resistance",[154,7559,7124],{"id":7560},"remedy-6",[87,7562,7563],{},"Leaders must normalize fear and address it directly. Focus on figuring out what the person or team thinks they're losing.",[87,7565,7566],{},"Effective strategies include:",[159,7568,7569,7572,7575,7578],{},[162,7570,7571],{},"Discovery sessions and 1:1s to listen and help the people and teams feel heard",[162,7573,7574],{},"Providing clarity about what will and will not change",[162,7576,7577],{},"Offering scenario planning",[162,7579,7580],{},"Giving people control and autonomy where possible",[87,7582,7583],{},"This approach aligns with psychological safety research and OD's emphasis on human-centered change.",[154,7585,7587],{"id":7586},"resistance-cultural-mindset","Resistance & Cultural Mindset",[87,7589,7590],{},"Many of the participant notes referenced entrenched culture:",[87,7592,7593,7594,7596,7597,7599],{},"\"We've always done it this way.\"",[805,7595],{},"\n\"Staff openness to change.\"",[805,7598],{},"\n\"Passing fad.\"",[87,7601,7602],{},"When employees perceive change as temporary or misaligned with organizational values, cultural antibodies kick in.",[154,7604,7124],{"id":7605},"remedy-7",[87,7607,7608],{},"To shift culture:",[159,7610,7611,7614,7617,7620,7623],{},[162,7612,7613],{},"Identify and empower change champions",[162,7615,7616],{},"Celebrate early wins",[162,7618,7619],{},"Highlight peer success stories",[162,7621,7622],{},"Reinforce desired behaviors consistently",[162,7624,7625],{},"Address cynicism directly",[87,7627,7628],{},"Culture changes slowly, but visibly supporting those who embrace it accelerates the shift.",[135,7630,7631,7638,7644],{},[141,7632,7633],{"v-slot:icon":67},[87,7634,7635],{},[121,7636],{"alt":1788,"src":2813,"className":7637},[150],[141,7639,7640],{"v-slot:heading":67},[83,7641,7643],{"id":7642},"_5-support-resources","5. Support & Resources",[141,7645,7646,7649,7652,7670],{"v-slot:description":67},[87,7647,7648],{},"Even the most motivated employees cannot succeed in a system that lacks the resources to support change.",[87,7650,7651],{},"Elevate participants highlighted:",[87,7653,7654,7655,7657,7658,7660,7661,7663,7664,7666,7667,7669],{},"\"Lack of support.\"",[805,7656],{},"\n\"Owner handoff.\"",[805,7659],{},"\n\"Missing clear processes.\"",[805,7662],{},"\n\"Lack of centralized tools.\"",[805,7665],{},"\n\"Departmental silos.\"",[805,7668],{},"\n\"No change management strategy.\"",[87,7671,7672,7673,7676],{},"These themes point directly to ",[96,7674,7675],{},"missing resources, skills, and a structured action plan:"," core components of change management.",[154,7678,7680],{"id":7679},"resourcing-ownership","Resourcing & Ownership",[87,7682,7683],{},"When no one is accountable for long-term success, change fizzles out, and when employees aren't given the time, training, tools, or coaching they need, frustration builds.",[154,7685,7124],{"id":7686},"remedy-8",[87,7688,7689],{},"Assign an owner for each of the following areas in a Change Management Task Force Group:",[159,7691,7692,7694,7697,7700,7703],{},[162,7693,7444],{},[162,7695,7696],{},"Communication",[162,7698,7699],{},"Stakeholder management",[162,7701,7702],{},"Monitoring adoption",[162,7704,7705],{},"Continuous improvement",[87,7707,7708],{},"Ensure that managers have the skills to coach, support, and remove blockers.",[154,7710,7712],{"id":7711},"tools-infrastructure","Tools & Infrastructure",[87,7714,7715],{},"Silos, outdated tools, and unclear processes create operational friction.",[87,7717,7718],{},"These small barriers compound rapidly during change and make adoption painful.",[154,7720,7124],{"id":7721},"remedy-9",[87,7723,7724,7727],{},[96,7725,7726],{},"Use a pilot group to test infrastructure before full rollout"," and invest in tools that make cross-team work effortless, not harder.",[154,7729,7731],{"id":7730},"change-management-discipline","Change Management Discipline",[87,7733,7734],{},"Perhaps one of the most telling notes collected was:",[87,7736,7737],{},"\"No change management strategy.\"",[87,7739,7740],{},"This is extremely common. Many organizations run change as a series of disconnected tasks rather than a strategic and structured process.",[154,7742,7124],{"id":7743},"remedy-10",[87,7745,7746],{},"Adopt a formal change management methodology: Lippitt–Knoster, ADKAR, Kotter, or another proven framework.",[87,7748,7749],{},"Consistency and using tried-and-true tools as a framework build confidence.",[83,7751,7753],{"id":7752},"_6-engagement-motivation","6. Engagement & Motivation",[87,7755,7756],{},"Even when communication is clear, leadership is aligned, planning is thorough, and resources are in place, change still fails without emotional engagement.",[87,7758,7759],{},"Employees disengage when:",[159,7761,7762,7765,7768,7771],{},[162,7763,7764],{},"They feel like passive recipients",[162,7766,7767],{},"They lack recognition",[162,7769,7770],{},"They don't see relevance to their role",[162,7772,7773],{},"They are overwhelmed by constant change",[87,7775,7776],{},"Motivation is the spark that turns intention into behavior.",[154,7778,7124],{"id":7779},"remedy-11",[159,7781,7782,7788,7791,7794,7797],{},[162,7783,7784,7785],{},"Involve employees in ",[96,7786,7787],{},"co-creating solutions",[162,7789,7790],{},"Celebrate contributions both publicly and privately",[162,7792,7793],{},"Connect change to intrinsic motivators (purpose, mastery, growth)",[162,7795,7796],{},"Pace initiatives to reduce fatigue",[162,7798,7799],{},"Create peer ambassadors who champion the change",[87,7801,7802],{},"Motivation isn't a one-time event. It's a sustained, intentional practice.",[83,7804,7806],{"id":7805},"flip-the-script-what-successful-organizational-change-management-looks-like","Flip the Script: What Successful Organizational Change Management Looks Like",[87,7808,7809],{},"When we overlay the Elevate findings onto the Lippitt–Knoster Model, a clear roadmap emerges.",[87,7811,7812],{},"To succeed, organizations must ensure that every change initiative has:",[87,7814,7815,7816,7818,7819,7821,7822,7824,7825,7827,7828,7830],{},"✔️ A compelling vision",[805,7817],{},"\n✔️ Widespread consensus",[805,7820],{},"\n✔️ Adequate skills (training provided)",[805,7823],{},"\n✔️ Meaningful incentives",[805,7826],{},"\n✔️ Sufficient resources at hand",[805,7829],{},"\n✔️ A detailed action plan",[87,7832,7833],{},"When any one of these is missing, the system produces predictable symptoms exactly the ones business leaders shared with us at Elevate 2025 Conference.",[87,7835,7836],{},[96,7837,7838,7839,7842],{},"But when ",[228,7840,7841],{},"all"," components are present?",[87,7844,7845],{},"You get",[87,7847,7848],{},[96,7849,7850],{},"👉  Momentum.",[87,7852,7854],{"style":7853},"padding-left: 6em;",[96,7855,7856],{},"👉  Adoption.",[87,7858,7860],{"style":7859},"padding-left: 12em;",[96,7861,7862],{},"👉  Confidence.",[87,7864,7866],{"style":7865},"padding-left: 18em;",[96,7867,7868],{},"👉  Sustainability.",[87,7870,7871],{},[96,7872,7873],{},"In other words: successful and lasting change.",[87,7875,7876],{},"The data gathered from Elevate attendees was clear: organizations don't fail at change because their people lack intelligence or motivation. They fail because the system is missing one or more of the critical components required for transformation.",[87,7878,7879],{},"Using the Lippitt–Knoster Model, leaders can diagnose these gaps and proactively address them.",[87,7881,7882],{},"Change doesn't have to feel chaotic. It doesn't have to be feared. It doesn't have to stall out halfway through.",[87,7884,7885],{},"With clarity, alignment, support, and human-centered engagement, change becomes possible and powerful.",[87,7887,7888,7889,1494],{},"At Polished Geek, we know that meaningful transformation doesn't happen through top-down directives or one-size-fits-all plans, it happens through ",[96,7890,2248],{},[154,7892,7893],{"id":2248},[96,7894,7895],{},"Co-Creation",[87,7897,7898],{},"When your teams help shape the new processes, solutions, and systems they will ultimately use, they feel ownership rather than obligation.",[87,7900,7901,7902,7904,7905,7908],{},"That's why our approach centers on building ",[228,7903,1913],{}," you and your teams, not ",[228,7906,7907],{},"for"," you.",[87,7910,7911],{},"If your organization is preparing for a major initiative, or struggling through one currently, our team of experts in Project Management, Change Management, Agile Methodologies, Lean Six Sigma, and process mapping can guide you through every step.",[87,7913,7914,7915],{},"Whether you need to define the vision, map the workflows, build the adoption plan, or manage the full complexity of organizational change, ",[96,7916,7917],{},"we're here to help you design solutions your people will believe in, support, and sustain.",[87,7919,7920,7921,7926],{},"If you're ready to flip the script on change and achieve lasting results, ",[503,7922,7925],{"href":7923,"rel":7924},"https:\u002F\u002Fmeet.polishedgeek.com\u002Fmore-with-monday\u002Flite\u002Fstrategy\u002F?utm_campaign=pg-blog&utm_medium=landingpage&utm_source=website&utm_content=change-management",[772],"book a time for a free strategy session with our consultants",", and let's co-create the future together!",[154,7928,7929],{"id":517},[96,7930,7009],{},[87,7932,7933],{},"What is your Change Readiness? Download the Checklist for Change",[87,7935,7936,7937,7940],{},"What is ",[503,7938,1715],{"href":6940,"rel":7939},[772],"?",[7942,7943,7944],"style",{},"\n\u002F* Specific styles for change management blog post images (first two images only) *\u002F\n.blog-page__image-bordered .img img[src*=\"change_management_1\"],\n.blog-page__image-bordered .img img[src*=\"change_management_2\"] {\n  @media (min-width: 600px) {\n    max-width: 40% !important;\n    margin: 0 auto !important;\n    display: block !important;\n  }\n  @media (min-width: 768px) {\n    max-width: 40% !important;\n  }\n  @media (min-width: 1200px) {\n    max-width: 40% !important;\n  }\n  @media (min-width: 1441px) {\n    max-width: 40% !important;\n  }\n}\n\n\u002F* Add spacing between h4 heading and ordered list in \"Key Points of Failure\" section *\u002F\n.blog-page__content-body h4 + ol {\n  margin-top: 20px;\n  \n  @media (min-width: 1200px) {\n    margin-top: 1.2vw;\n  }\n  \n  @media (max-width: 768px) {\n    margin-top: 16px;\n  }\n}\n",{"title":67,"searchDepth":68,"depth":68,"links":7946},[7947,7948,7949,7950,7951,7972,7975],{"id":7099,"depth":730,"text":7100},{"id":7123,"depth":730,"text":7124},{"id":7176,"depth":730,"text":7100},{"id":7185,"depth":730,"text":7124},{"id":7211,"depth":68,"text":7036,"children":7952},[7953,7954,7955,7956,7957,7958,7959,7960,7961,7962,7963,7964,7965,7966,7967,7968,7969,7970,7971],{"id":7235,"depth":730,"text":7236},{"id":7250,"depth":730,"text":7100},{"id":7260,"depth":730,"text":7124},{"id":7288,"depth":730,"text":7289},{"id":7307,"depth":730,"text":7124},{"id":7365,"depth":730,"text":7366},{"id":7392,"depth":730,"text":7124},{"id":7418,"depth":730,"text":7419},{"id":7436,"depth":730,"text":7124},{"id":7520,"depth":730,"text":7521},{"id":7560,"depth":730,"text":7124},{"id":7586,"depth":730,"text":7587},{"id":7605,"depth":730,"text":7124},{"id":7679,"depth":730,"text":7680},{"id":7686,"depth":730,"text":7124},{"id":7711,"depth":730,"text":7712},{"id":7721,"depth":730,"text":7124},{"id":7730,"depth":730,"text":7731},{"id":7743,"depth":730,"text":7124},{"id":7752,"depth":68,"text":7753,"children":7973},[7974],{"id":7779,"depth":730,"text":7124},{"id":7805,"depth":68,"text":7806,"children":7976},[7977,7978],{"id":2248,"depth":730,"text":7895},{"id":517,"depth":730,"text":7009},[516,517],"2025-12-15",{"fill":532,"position":522,"image":7982,"icon":7983,"border":7985,"triangle":7986,"title":7987},{"active":62},{"active":525,"type":7984,"margin":527},"handsShadow",{"active":525,"type":1045,"position":531,"fill":1046},{"active":62,"imageZone":525,"fill":534},{"text":7988,"fs":1343},"Why Change Fails\u003Cbr>and How to \u003Cspan class=\"bgs bgs_mpurple\">Flip the Script\u003C\u002Fspan>",{},[7991],{"name":545,"content":546},"\u002Fblog\u002Fchange-management",{"title":6907,"description":3102},"03.blog\u002Fchange-management\u002Findex","Why Change Fails and \u003Cbr> How to Flip the Script","NBzaH2Ct1wwSnhLiD0PZNZWkpo8sSPptaxYVF98PBKI",{"id":7998,"title":7999,"author":556,"authorAvatar":557,"authorImg":558,"body":8000,"category":8357,"date":2216,"description":8359,"extension":60,"hero":8360,"image":8367,"imageAlt":8368,"meta":8369,"metaData":8370,"navigation":525,"part":5386,"path":8373,"readingTime":751,"seo":8374,"shortDescription":8359,"stem":8375,"titleBr":71,"videoId":8082,"__hash__":8376},"blogPost\u002F03.blog\u002Fmonday.com & MS Teams Integration Collaboration Just Got Easier\u002Findex.md","monday.com & MS Teams Integration: Collaboration Just Got Easier",{"type":64,"value":8001,"toc":8350},[8002,8005,8008,8031,8038,8041,8050,8053,8056,8059,8080,8083,8087,8090,8093,8102,8105,8144,8147,8150,8159,8163,8166,8170,8175,8178,8181,8186,8189,8252,8261,8264,8269,8272,8278,8287,8290,8293,8296,8299,8302,8305,8309,8312,8318,8327,8331,8334,8344,8347],[87,8003,8004],{},"Effective communication and collaboration are absolutely crucial for team success in the workplace. When people at work are able to freely share their ideas and skills, reaching a common goal becomes easier, smoother, and much more efficient.",[87,8006,8007],{},"Some of the most fundamental benefits of good workplace collaboration include:",[159,8009,8012,8013,8012,8016,8012,8019,8012,8022,8012,8025,8012,8028],{"className":8010},[8011],"blog-page__bullets","\n    ",[162,8014,8015],{},"Improved business flexibility for changing demands",[162,8017,8018],{},"Faster execution of new ideas",[162,8020,8021],{},"Increased innovation and creativity",[162,8023,8024],{},"Enhanced problem-solving",[162,8026,8027],{},"Higher employee engagement",[162,8029,8030],{},"Greater employee productivity and job satisfaction",[87,8032,8033,8037],{},[121,8034],{"alt":8035,"src":8036},"According to research from bit.ai","https:\u002F\u002Fblog.bit.ai\u002Fimportance-of-teamwork-and-collaboration\u002F",", a staggering 86% of employees believe that ineffective communication and lack of collaboration directly lead to workplace failures.",[87,8039,8040],{},"This data is supported by the fact that over 96% of employees want a workplace environment where people identify and discuss issues fairly and transparently. All this goes to show that a strong sense of belonging with the company is only possible if teamwork and collaboration are prioritized and allowed to flourish.",[1374,8042,8043],{},[141,8044,8045],{"v-slot:img":67},[87,8046,8047],{},[121,8048],{"alt":1788,"src":8049},"\u002Fimages\u002FMondayBlog\u002Fms_teams_integration_easier_small.jpg",[87,8051,8052],{},"As remote and flexible work models become increasingly common post-COVID, advances in technology play a major role in shaping the modern workplace. Online collaboration tools are now an essential part of every organization's teamwork strategy.",[87,8054,8055],{},"But switching from face-to-face interactions to app notifications has been challenging for many. Teams need to continue to adopt new technologies and work practices in order to combine their strengths and truly work together.",[87,8057,8058],{},"Businesses need an online collaboration tool that offers all of these benefits:",[159,8060,8012,8062,8012,8065,8012,8068,8012,8071,8012,8074,8012,8077],{"className":8061},[8011],[162,8063,8064],{},"Provides a common platform for all work processes, for all departments",[162,8066,8067],{},"Improves flexibility and streamlines workflows",[162,8069,8070],{},"Integrates team, community, and network collaboration",[162,8072,8073],{},"Reduces dependence on email",[162,8075,8076],{},"Readily keeps track of changes and decision history",[162,8078,8079],{},"Simplifies management and review processes",[875,8081],{"video-id":8082},"Egj4CBrcejs",[83,8084,8086],{"id":8085},"mondaycom-microsoft-teams-combining-two-of-the-most-powerful-collaboration-tools","monday.com + Microsoft Teams: Combining two of the most powerful collaboration tools",[87,8088,8089],{},"monday.com is an open, visual platform that allows companies to easily create, run, and scale their target workflows. It is a comprehensive work management and productivity tool designed to improve team management, productivity, and communication.",[87,8091,8092],{},"On the other hand, Microsoft Teams is a leading collaboration platform that seamlessly brings together a wide range of communication methods and productivity apps. Integrating their capabilities together can transform your workspace into its most efficient version.",[1374,8094,8095],{},[141,8096,8097],{"v-slot:img":67},[87,8098,8099],{},[121,8100],{"alt":1788,"src":8101},"\u002Fimages\u002FMondayBlog\u002Fperson-using-monday.jpg",[87,8103,8104],{},"In addition to the tight integration with Office 365, when you connect MS Teams to monday.com, you also get access to unique workflow features like:",[159,8106,8012,8108,8012,8114,8012,8120,8012,8126,8012,8132,8012,8138],{"className":8107},[8011],[162,8109,8110,8113],{},[96,8111,8112],{},"Workdocs:"," Embed dashboards, videos, and more directly into real-time collaboration documents.",[162,8115,8116,8119],{},[96,8117,8118],{},"Dashboards:"," Custom dashboards provide precise visual reports and a bird’s eye view of all your team’s work in one place.",[162,8121,8122,8125],{},[96,8123,8124],{},"Automations:"," Utilize code-free automations to reduce human actions and eliminate redundancy from your workflows.",[162,8127,8128,8131],{},[96,8129,8130],{},"Kanban:"," Use fully customizable and scalable Kanban elements that help you prioritize tasks and balance project demands with team capacity.",[162,8133,8134,8137],{},[96,8135,8136],{},"Gantt Chart:"," Get an up-to-the-moment visual illustration of project schedules and the dependency relationships between different tasks.",[162,8139,8140,8143],{},[96,8141,8142],{},"Integrations:"," Import, access, share, and embed from over 60 popular business communication tools.",[87,8145,8146],{},"Both monday.com and MS Teams are designed to boost engagement and cooperation in a remote or hybrid work environment. Integrating the two platforms allows you to combine the convenience of MS Teams with the intuitive, visual nature of monday.com.",[87,8148,8149],{},"You no longer need to switch between apps, copy data back and forth, or spend time on unnecessary email chains. With automated messages and notifications, team members are always in sync with every workspace update.",[1374,8151,8152],{},[141,8153,8154],{"v-slot:img":67},[87,8155,8156],{},[121,8157],{"alt":1788,"src":8158},"\u002Fimages\u002FMondayBlog\u002Fmonday-teams-integration-small.jpg",[83,8160,8162],{"id":8161},"mondaycom-microsoft-teams-integration","monday.com Microsoft Teams integration",[87,8164,8165],{},"The MS Teams integration feature from monday.com enables you to streamline your workflows across both platforms. While working within the monday.com workspace, you can instantly turn action items into messages in MS Teams. All new changes are automatically reflected in MS Teams so that everyone has up-to-the-minute information at all times.",[83,8167,8169],{"id":8168},"how-to-add-it-to-your-workflow","How to add it to your workflow?",[2897,8171,8172],{},[162,8173,8174],{},"Select integration",[87,8176,8177],{},"To add any one of the integrations to your workflow, simply go to the board you want to integrate and click on the Integration button at the top of your board.",[87,8179,8180],{},"Once you click on the Integration icon, you will see a page that lists all the available apps. In this case, go ahead and search for 'Microsoft Teams' from the search box and click on it.",[2897,8182,8183],{"start":68},[162,8184,8185],{},"Choose a 'recipe'",[87,8187,8188],{},"monday.com offers a number of predefined sequences of operations or 'recipes' that you can use to customize your integration. The six different recipes for MS Teams are:",[159,8190,8012,8192,8012,8202,8012,8213,8012,8220,8012,8231,8012,8242],{"className":8191},[8011],[162,8193,8194,8195,8198,8199],{},"When an item is created, notify ",[228,8196,8197],{},"team"," in ",[228,8200,8201],{},"channel",[162,8203,8204,8205,8208,8209,8198,8211],{},"When ",[228,8206,8207],{},"date"," arrives, notify ",[228,8210,8197],{},[228,8212,8201],{},[162,8214,8215,8216,8198,8218],{},"When any update is posted, send it to ",[228,8217,8197],{},[228,8219,8201],{},[162,8221,8222,8223,8226,8227,8198,8229],{},"When an update is posted in ",[228,8224,8225],{},"this item",", send it to ",[228,8228,8197],{},[228,8230,8201],{},[162,8232,8233,8234,8237,8238,8198,8240],{},"When a ",[228,8235,8236],{},"status"," changes to something, notify ",[228,8239,8197],{},[228,8241,8201],{},[162,8243,8233,8244,8247,8248,8198,8250],{},[228,8245,8246],{},"column"," changes, notify ",[228,8249,8197],{},[228,8251,8201],{},[1374,8253,8254],{},[141,8255,8256],{"v-slot:img":67},[87,8257,8258],{},[121,8259],{"alt":1788,"src":8260},"\u002Fimages\u002FMondayBlog\u002Fmonday_com_ms_teams_integration.png",[87,8262,8263],{},"Team, channel, item, date, status, and column are all variables that adapt to your specific workflow. Choose the first recipe that you would like to implement with this integration. You'll be able to add other later.",[2897,8265,8266],{"start":730},[162,8267,8268],{},"Connect",[87,8270,8271],{},"At this point, assuming you haven't connected MS Teams to your monday Work OS before, you will see a prompt to connect your monday.com account with your Microsoft Teams account. You only need to log in to your MS Teams account to authorize the connection and complete the process.",[87,8273,8274,8277],{},[96,8275,8276],{},"It is important to note that per the monday support documentation, only an Office 365 'Global Administrator' is authorized to create this integration."," This means that the Global Administrator must accept an invitation and use their own login credentials to approve the integration. It is not enough to add the Admin to the team; the Admin also needs to accept an invitation from Microsoft that is sent directly to their inbox.",[1374,8279,8280],{},[141,8281,8282],{"v-slot:img":67},[87,8283,8284],{},[121,8285],{"alt":1788,"src":8286},"\u002Fimages\u002FMondayBlog\u002FMSTeams-small.jpg",[87,8288,8289],{},"How does it work?",[87,8291,8292],{},"Once you have chosen an integration recipe and authorized the Teams connection, you will arrive at a new Integration window within MS Teams. This is where you set the particulars of the integration and customize messages and notifications for your workflow.",[87,8294,8295],{},"For each recipe that generates a team notification or update, you will need to specify details of the action.",[87,8297,8298],{},"For example, the \"When status changes to something, notify team in channel\" recipe may look like \"When Status changes to Done, notify Shelly's team in Offsite 2020.\" The notification for this update will be sent to all members of Shelly's team in the channel Offsite 2020.",[87,8300,8301],{},"This simple and straightforward approach enables you to keep track of deadlines, updates, new items or obstacles. You can send instant notifications when an item is 'Stuck' or 'Done' without having to check in repeatedly with team members or schedule meetings.",[87,8303,8304],{},"The message you receive in MS Teams is conveniently labeled so that you know it is coming from the monday.com platform. This message also includes details of the target team or channel and a link that quickly takes you to the updated board.",[83,8306,8308],{"id":8307},"whats-more-microsoft-teams-app","What's More: Microsoft Teams App",[87,8310,8311],{},"If you need to customize your notifications for individuals rather than a whole channel, integrate your MS Teams project with the monday.com app! This app has the functionality to connect all your monday.com boards to selected Teams channels and transform any conversations into action items.",[87,8313,8314,8317],{},[96,8315,8316],{},"With the specialized MS Teams app, you do not need to have authorization from an Office 365 Administrator."," Once you embed the board as a tab in your channel, you get access to all the distinctive features including automations, board filters, multiple board views, and advanced editors.",[1374,8319,8320],{},[141,8321,8322],{"v-slot:img":67},[87,8323,8324],{},[121,8325],{"alt":1788,"src":8326},"\u002Fimages\u002FMondayBlog\u002Fintegrations-solutions-small.jpg",[83,8328,8330],{"id":8329},"complete-integration-solutions-for-your-business","Complete Integration Solutions for Your Business",[87,8332,8333],{},"monday.com offers a range of self-learning tools and customer support to help you optimize the Work OS for your business. But with the sheer number of specializations possible with monday.com, managing and implementing the full suite of services can quickly become overwhelming.",[87,8335,8336,8337,8339,8343],{},"To help you make the most of the powerful monday.com Work OS, Polished Geek offers our industry-leading, personalized ",[96,8338,5727],{},[8340,8341,8342],"sup",{},"SM"," service.",[87,8345,8346],{},"Here at Polished Geek, we specialize in helping businesses achieve more with monday.com. We are a certified monday.com partner, providing a complete training and support program that is highly customized for your use cases and goals.",[87,8348,8349],{},"To learn more about how Polished Geek can upgrade your monday.com experience, send us a message or schedule a free 30-minute strategy session today. We'd love to hear from you.",{"title":67,"searchDepth":68,"depth":68,"links":8351},[8352,8353,8354,8355,8356],{"id":8085,"depth":68,"text":8086},{"id":8161,"depth":68,"text":8162},{"id":8168,"depth":68,"text":8169},{"id":8307,"depth":68,"text":8308},{"id":8329,"depth":68,"text":8330},[8358],"integration","Learn about the monday.com and Microsoft Teams integration and how these two collaboration powerhouses can make each other even better than before.",{"fill":2810,"position":1040,"image":8361,"icon":8362,"border":8363,"triangle":8364,"title":8365},{"active":62},{"active":525,"type":740},{"active":525,"type":740,"position":4162,"fill":4165},{"active":525,"imageZone":62,"fill":521},{"text":8366},"monday.com \u003Cbr> \u003Cspan class=\"bgs bgs_purple\"> Integrations\u003C\u002Fspan>\u003Cspan class=\"bgs bgs_purple\"> & Apps \u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fmonday.com-and-ms-teams-integration-collaboration-just-got-easier.png","monday.com integrations and apps",{},[8371],{"name":545,"content":8372},"monday.com, Microsoft Teams, team collaboration, workflow integration, productivity tools, work management, business efficiency, Polished Geek, project management, remote work, hybrid work","\u002Fblog\u002Fmonday.com-and-ms-teams-integration-collaboration-just-got-easier",{"title":7999,"description":8359},"03.blog\u002Fmonday.com & MS Teams Integration Collaboration Just Got Easier\u002Findex","DF-tTWC0V_j-aFZBMu1knNIQ-NMoNplzLAZxni4Lv3I",{"id":8378,"title":8379,"author":556,"authorAvatar":557,"authorImg":558,"body":8380,"category":8794,"date":8795,"description":8796,"extension":60,"hero":8797,"image":8804,"imageAlt":71,"meta":8805,"metaData":8806,"navigation":525,"part":71,"path":8809,"readingTime":1057,"seo":8810,"shortDescription":71,"stem":8811,"titleBr":8379,"videoId":71,"__hash__":8812},"blogPost\u002F03.blog\u002Fmonday.com Automation Recipes 7 Ways to Unleash Its Full Potential\u002Findex.md","monday.com Automation Recipes: 7 Ways to Unleash Its Full Potential",{"type":64,"value":8381,"toc":8779},[8382,8389,8392,8401,8405,8408,8411,8414,8421,8430,8433,8437,8440,8443,8448,8455,8458,8461,8466,8473,8476,8479,8482,8487,8494,8497,8500,8550,8553,8557,8560,8563,8567,8570,8573,8576,8579,8583,8586,8594,8597,8600,8603,8608,8611,8616,8619,8626,8630,8633,8639,8642,8656,8662,8666,8669,8672,8676,8679,8688,8691,8699,8703,8712,8715,8720,8727,8730,8733,8737,8740,8743,8747,8750,8753,8756,8759,8765,8776],[87,8383,8384,8385,8388],{},"You have enough on your plate — there are aspects of your job only you can do. So why waste time with mindless busy work? Why fight to maintain the status quo with repetitive actions that require no creativity or insight? Instead, let ",[503,8386,1715],{"href":1767,"rel":8387},[772]," automations take over, and keep your focus where it’ll really have an impact.",[87,8390,8391],{},"You may be familiar with the monday.com platform and its sweet suite of tools that lets you manage projects and workflows. But are you getting the most out of your account? Not unless you optimize your work processes with monday.com automations.",[87,8393,8394,8395,8400],{},"You’ll increase reliability and productivity and decrease annoying hassle. Learn how to use and create ",[503,8396,8399],{"href":8397,"rel":8398},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360001222900-monday-com-Automations?utm_source=Partner&utm_campaign=na-polishedgeek",[772],"“automation recipes”"," to maximum effect.",[83,8402,8404],{"id":8403},"cook-faster-reasons-to-automate-business-processes-with-mondaycom","Cook Faster: Reasons to Automate Business Processes With monday.com",[87,8406,8407],{},"You know how you’re the absolute best person to do some parts of your job? The parts where you can truly shine and feel accomplished at the end of the day?",[87,8409,8410],{},"Well, automation can free you up to focus on those.",[87,8412,8413],{},"Take data entry, one commonly automated task. Inputting the right data into the right fields tends to numb the mind — one reason for the high prevalence of human error.",[87,8415,8416,8417,8420],{},"Sending prompt notifications, organizing information, creating new tasks when an item is ready to handoff to the next department . . . all of these are tasks monday.com automations may be able to do better than you. The \"Monday Machine\" won’t forget tasks or misplace documents. And it can take a lot less time to do the same mundane work, freeing ",[228,8418,8419],{},"you"," up to focus on more exciting things.",[87,8422,8423,8424,8429],{},"There are many ",[503,8425,8428],{"href":8426,"rel":8427},"https:\u002F\u002Fwww.cmswire.com\u002Fdigital-workplace\u002F4-benefits-of-business-automation",[772],"benefits to business automation",". When you increase efficiency and reduce error, you also reduce operating costs and make your business more competitive.",[87,8431,8432],{},"Finally, you send the message to your team that you value their time and energy too much to waste them on busy work. You free them to do the parts of their jobs that only they can do. The parts that let them go home at the end of the day feeling accomplished and proud, not numb and unfulfilled.",[83,8434,8436],{"id":8435},"cook-better-tasty-automation-recipes","Cook Better: Tasty Automation Recipes",[87,8438,8439],{},"In your monday.com Work OS, each of your boards has several buttons in the top right corner of your screen. One of them says, “Automate.” This button will take you to the Automations Center.",[87,8441,8442],{},"Once there, you can use prewritten automation recipes or create new, custom ones. Automation recipes set automations by combining triggers with actions. When the trigger conditions are met, the action will occur:",[159,8444,8445],{},[162,8446,8447],{},"When X, then Y",[87,8449,8450],{},[121,8451],{"alt":8452,"src":8453,"title":8454},"XandY","\u002Fimages\u002FMondayBlog\u002FXandY.jpg","XandY image",[87,8456,8457],{},"You don’t have to limit yourself to one “X” either. You can combine multiple conditions and have them collectively trigger an action.",[87,8459,8460],{},"Maybe you need to remind Kate to submit a form for each item (row) by a specific due date in one of your columns. No problem:",[159,8462,8463],{},[162,8464,8465],{},"When Due Date arrives, notify Kate",[87,8467,8468],{},[121,8469],{"alt":8470,"src":8471,"title":8472},"DueDateNotify","\u002Fimages\u002FMondayBlog\u002FDueDateNotify.jpg","DueDateNotify image",[87,8474,8475],{},"At that time, monday.com will send Kate the message you’ve written. You can also set up recurring notifications if the form needs to be resubmitted regularly.",[87,8477,8478],{},"But maybe the cue for Kate to submit the form isn’t time-based. Perhaps she’s waiting for someone else to finish filling out some other information first.",[87,8480,8481],{},"You can pair triggers with conditions. In this case, you want Kate to be notified when someone else changes the status of the Status column “Form” to “Done.”",[159,8483,8484],{},[162,8485,8486],{},"When Form changes to Done, notify Kate.",[87,8488,8489],{},[121,8490],{"alt":8491,"src":8492,"title":8493},"StatusNotify","\u002Fimages\u002FMondayBlog\u002FStatusNotify.jpg","StatusNotify image",[87,8495,8496],{},"The status change is the trigger, and then adding “To Done” is the condition. And the notification to Kate is the action.",[87,8498,8499],{},"monday.com provides several automation categories, each of which holds ready-to-use recipes that you can use to automate tasks:",[159,8501,8502,8508,8514,8520,8526,8532,8538,8544],{},[162,8503,8504,8507],{},[96,8505,8506],{},"Notifications."," Send notifications to people to ensure that everybody is on the same page at the right time.",[162,8509,8510,8513],{},[96,8511,8512],{},"Status Change."," Update project managers or people working on related tasks when an item’s status changes.",[162,8515,8516,8519],{},[96,8517,8518],{},"Recurring."," Set actions to recur at regular intervals.",[162,8521,8522,8525],{},[96,8523,8524],{},"Due Dates."," Alert people when important deadlines are approaching or have passed.",[162,8527,8528,8531],{},[96,8529,8530],{},"Item Creation."," When new items are created, automatically assign items to certain people or teams, plus set due dates and reminders.",[162,8533,8534,8537],{},[96,8535,8536],{},"Move Item."," Shift items between different groups on a board, or to another board entirely, when certain conditions are met.",[162,8539,8540,8543],{},[96,8541,8542],{},"Subitems."," Apply automations to subitems as well as items.",[162,8545,8546,8549],{},[96,8547,8548],{},"Dependencies."," Adjust dates of dependent items to reflect changes in the timeline elsewhere.",[87,8551,8552],{},"You can even link items between different boards and set up cross-board monday.com automations.",[83,8554,8556],{"id":8555},"attain-master-chef-status-getting-the-most-out-of-your-automations","Attain Master Chef Status: Getting the Most Out of Your Automations",[87,8558,8559],{},"But you can do more, adapting your system until it fits your business perfectly.",[87,8561,8562],{},"There are multiple tricks to maximizing all that the monday.com platform can do for you. Here are seven of our favorites.",[154,8564,8566],{"id":8565},"_1-explore-whats-possible","1. Explore What’s Possible",[87,8568,8569],{},"Warning: it’s a lot. There is a potentially overwhelming amount of coolness at your fingertips. There are literally thousands of potential combinations you can automate to streamline and automate your business processes. ",[87,8571,8572],{},"One of the best ways to do more with monday.com is to let the platform itself be your guide, so to speak. Look through all the categories of automation recipes.",[87,8574,8575],{},"How could you apply these to your current workflows? The recipes may suggest things that wouldn’t have occurred to you initially.",[87,8577,8578],{},"Put them into practice. You’ll see; when you take full advantage of these recipes for monday.com automations, you can speed through a ton of work that used to occupy too much of your time.",[154,8580,8582],{"id":8581},"_2-build-custom-recipes","2. Build Custom Recipes",[87,8584,8585],{},"Don’t see what you need when you search the recipe library? Not a problem. You can create your own from scratch.",[87,8587,8588,8589,8593],{},"In building your ",[503,8590,5568],{"href":8591,"rel":8592},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360012254440-Build-your-own-custom-automation?utm_source=Partner&utm_campaign=na-polishedgeek",[772],", you’ll need to establish the trigger, the condition, and the action for yourself.",[87,8595,8596],{},"Say that Stephanie is in charge of content creation for your company. Every time she writes a blog post, you need her to turn it into a LinkedIn article.",[87,8598,8599],{},"Stephanie is currently working on a blog post. Its status is “In progress” on the blog management board. You could create an automation recipe to move her along to the next step when she completes a post.",[87,8601,8602],{},"As in one of the examples above, you can set the trigger and condition to:",[159,8604,8605],{},[162,8606,8607],{},"When Status changes to Done and Type is Blog Post",[87,8609,8610],{},"But your action is a little more nuanced than simple notification. Instead, you want to create a new item on the board, “Repurpose content for LinkedIn article.” You want to assign the new item to Stephanie and set a due date for three days into the future. So this could look like:",[159,8612,8613],{},[162,8614,8615],{},"Create an item",[87,8617,8618],{},"And fill out the data accordingly.",[87,8620,8621],{},[121,8622],{"alt":8623,"src":8624,"title":8625},"LongishAutomation","\u002Fimages\u002FMondayBlog\u002FLongishAutomation.jpg","LongishAutomation image",[154,8627,8629],{"id":8628},"_3-map-data-between-items","3. Map Data Between Items",[87,8631,8632],{},"But how should you fill out the data in that new item? Map it: pulling the information from one card into a new one.",[87,8634,8635,8636,1494],{},"You use mapping when you automate item (or task) creation. In some columns of the new item, you’ll see a little blue plus sign (+) to the side or when you hover over the input field. These are ",[96,8637,8638],{},"dynamic fields",[87,8640,8641],{},"Dynamic fields are those in which you can pull column-specific data from a previously created item into the new one. Common examples include:",[159,8643,8644,8647,8650,8653],{},[162,8645,8646],{},"Item name",[162,8648,8649],{},"People",[162,8651,8652],{},"Status",[162,8654,8655],{},"Date",[87,8657,8658,8661],{},[96,8659,8660],{},"Static fields"," are those in which information cannot be mapped. If you input data, then it will be the same across all automated items.",[154,8663,8665],{"id":8664},"_4-create-templates","4. Create Templates",[87,8667,8668],{},"Stephanie churns out blog posts and articles once every two weeks. Why create the automation from scratch every time? Create templates from your custom automations to make it easier and faster to repeat processes.",[87,8670,8671],{},"The beauty of automations is that they let you standardize work at its highest level.",[154,8673,8675],{"id":8674},"_5-use-apps-and-other-integrations-alongside-automations","5. Use Apps and Other Integrations Alongside Automations",[87,8677,8678],{},"We would never suggest that the monday.com Work OS is the answer to everything. (Just, you know, most things.)",[87,8680,8681,8682,8687],{},"And for everything else, you have integrations and apps. Handle some business tasks that are ",[503,8683,8686],{"href":8684,"rel":8685},"https:\u002F\u002Fwww.makeuseof.com\u002Fways-automation-can-increase-productivity",[772],"most advantageous to automate"," with integrations — they allow you to combine the ease of monday.com automations with the special capabilities of other tools.",[87,8689,8690],{},"Integrate monday.com with CRM software, eCommerce platforms, and marketing tools for centralized workspaces that make it easier to share information and streamline and duplicate processes.",[87,8692,8693,8694,8698],{},"There are a ton of custom developed ",[503,8695,8697],{"href":4831,"rel":8696},[772],"Marketplace Apps for monday.com"," to choose from, with more being added all the time. Most have a small additional fee but some are completely free to use, so be sure to check them out.",[154,8700,8702],{"id":8701},"_6-add-buttons-for-the-most-common-actions","6. Add Buttons for the Most Common Actions",[87,8704,8705,8706,8711],{},"You can add a ",[503,8707,8710],{"href":8708,"rel":8709},"https:\u002F\u002Fsupport.monday.com\u002Fhc\u002Fen-us\u002Farticles\u002F360015690319-The-button-column?abcb=27987&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"button column"," to your boards — and you should. Buttons allow everyone to take advantage of automation.",[87,8713,8714],{},"Once you add the button column, monday.com will direct you to the automations set so that you can configure your shiny new button. The platform fills in the trigger for you:",[159,8716,8717],{},[162,8718,8719],{},"When Button clicked",[87,8721,8722],{},[121,8723],{"alt":8724,"src":8725,"title":8726},"JustButtonStuff","\u002Fimages\u002FMondayBlog\u002FJustButtonStuff.jpg","JustButtonStuff image",[87,8728,8729],{},"And then, you can choose what you want your team members to accomplish at the push of a button. Do they need to create items, start time tracking, notify someone, push dates back?",[87,8731,8732],{},"Now they can.",[83,8734,8736],{"id":8735},"let-us-help-with-the-prep","Let Us Help With the Prep",[87,8738,8739],{},"There you have it: reasons to use monday.com automations, the basic components of automation recipes, and tips for success. You know the basic vocabulary and have some ideas on how to get started.",[87,8741,8742],{},"But before you go running off to play with your new toy — er, work on your automations — let us provide one last suggestion.",[154,8744,8746],{"id":8745},"_7-hire-an-expert","7. Hire an Expert",[87,8748,8749],{},"Here’s the thing. We believe in you. You can optimize your monday.com Work OS all on your own.",[87,8751,8752],{},"But should you have to?",[87,8754,8755],{},"See, we also believe that monday.com should make your life easier, not harder. And when you have a tool with this many facets and capabilities, it takes time and dedication to truly master it.",[87,8757,8758],{},"Plus, the monday Work OS is constantly changing and improving. It can be a full-time job keeping up with the latest changes and features. And you already have a job of your own to do.",[87,8760,8761,8764],{},[96,8762,8763],{},"That’s why Polished Geek is here to help."," We deliver a unique blend of collaborative consulting and personalized training with our clients to build your monday.com system step by step, together with our team. And while we're at it, we share all the latest monday.com tricks, tips and best practices you may not have heard about.",[87,8766,8767,8768,8771,8772,1494],{},"Start by ",[503,8769,8770],{"href":1315},"sending us a message"," or ",[503,8773,8775],{"href":1022,"rel":8774,":target":1024},[772],"schedule a free 30-minute consultation",[87,8777,8778],{},"Come and Geek out with us. We make mastering monday.com fun and easy, we promise.",{"title":67,"searchDepth":68,"depth":68,"links":8780},[8781,8782,8783,8791],{"id":8403,"depth":68,"text":8404},{"id":8435,"depth":68,"text":8436},{"id":8555,"depth":68,"text":8556,"children":8784},[8785,8786,8787,8788,8789,8790],{"id":8565,"depth":730,"text":8566},{"id":8581,"depth":730,"text":8582},{"id":8628,"depth":730,"text":8629},{"id":8664,"depth":730,"text":8665},{"id":8674,"depth":730,"text":8675},{"id":8701,"depth":730,"text":8702},{"id":8735,"depth":68,"text":8736,"children":8792},[8793],{"id":8745,"depth":730,"text":8746},[517],"2021-11-30","You have enough on your plate — there are aspects of your job only you can do. So why waste time with mindless busy work? Why fight to maintain the status quo with repetitive actions that require no creativity or insight? Instead, let monday.com automations take over, and keep your focus where it’ll really have an impact.",{"fill":521,"position":1040,"image":8798,"icon":8799,"border":8800,"triangle":8801,"title":8802},{"active":62},{"active":525,"type":1043},{"active":525,"type":1045,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":534},{"text":8803,"fs":1050},"monday.com\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Automation\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_purple\">Recipes\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fmonday.com-automation-recipes-7-ways-to-unleash-its-full-potential.png",{"ctaText":746},[8807],{"name":545,"content":8808},"monday.com, automations, workflow optimization, business automation, task management, automation recipes, productivity tools, Polished Geek, project management, work management, process automation, custom automations, efficiency, workplace productivity, business solutions","\u002Fblog\u002Fmonday.com-automation-recipes-7-ways-to-unleash-its-full-potential",{"title":8379,"description":8796},"03.blog\u002Fmonday.com Automation Recipes 7 Ways to Unleash Its Full Potential\u002Findex","cifxF8lEyuPSCk5YE9pF0tNs2yWvnHblwTzjGOOLN1Q",{"id":8814,"title":8815,"author":556,"authorAvatar":557,"authorImg":558,"body":8816,"category":9017,"date":734,"description":9018,"extension":60,"hero":9019,"image":9026,"imageAlt":71,"meta":9027,"metaData":9029,"navigation":525,"part":71,"path":9032,"readingTime":1057,"seo":9033,"shortDescription":9034,"stem":9035,"titleBr":9036,"videoId":71,"__hash__":9037},"blogPost\u002F03.blog\u002Fmonday.com Consulting How to Hire the Right Fit\u002Findex.md","monday.com Consulting: How to Hire the Right Fit",{"type":64,"value":8817,"toc":9006},[8818,8821,8828,8831,8834,8837,8840,8844,8847,8851,8854,8857,8860,8864,8867,8870,8874,8877,8880,8883,8887,8890,8916,8920,8923,8949,8953,8956,8982,8986,8989,8992,8998],[87,8819,8820],{},"Managing a business can sometimes feel quite daunting. If you're in charge of teams and multiple projects, you need to get all the moving parts to work together in harmony at once. How can this be achieved, when you're already stretched to the max?",[87,8822,8823,8824,8827],{},"Enter the ",[503,8825,4690],{"href":1767,"rel":8826},[772],", a visual platform designed to manage your team's operations. From planning to organizing to tracking progress, everything on monday.com is intuitive and easy to understand. You can tell at a glance how projects are proceeding, who’s struggling, and what needs to be done next.",[87,8829,8830],{},"monday.com is an incredibly flexible platform you can tailor to the finest detail to fit your business needs. Full of customization options, the platform allows you to build, plan, run, and scale custom workflows with ease.",[87,8832,8833],{},"However, flexibility can also be one of its biggest hurdles. You could easily get lost in all the features and waste substantial time trying to set it up just right.",[87,8835,8836],{},"Because every organization needs different services to perfect their workflows, monday consulting agencies exist to support all users. By working with a consultant, you can take advantage of their expertise and optimize your monday.com Work OS from the very beginning. Instead of wandering around the platform hoping to figure out what to do, you can jump straight to the business at hand.",[87,8838,8839],{},"Hiring a consultant has many other benefits, including ease of operation and long-lasting support. In this article, we break down how consulting can make your management process a breeze and provide tips for hiring the right agency for the job.",[83,8841,8843],{"id":8842},"three-key-benefits-of-working-with-consultants","Three Key Benefits of Working with Consultants",[87,8845,8846],{},"How exactly can monday.com experts support your business? They can do so much more than just setting up the platform for you. Specifically, monday consulting can help you:",[154,8848,8850],{"id":8849},"_1-avoid-feeling-overwhelmed","1. Avoid Feeling Overwhelmed",[87,8852,8853],{},"While the monday.com Work OS is relatively easy to use and navigate, it’s still possible to get lost during the set-up process. You could find yourself overwhelmed with all the features and quickly lose track of your priorities.",[87,8855,8856],{},"Monday specialists are there to make the user experience seamless and support you when you're faced with multiple ways to do things in the system. They'll help you choose just the perfect options for your organization and resolve doubts and questions along the way. Moreover, a monday.com consultant will give you invaluable tips and techniques for making most of the platform's capabilities in a shorter period.",[87,8858,8859],{},"With a monday.com expert on your side, you can focus on the things that matter most - your business, your team and your customers.",[154,8861,8863],{"id":8862},"_2-access-industry-expertise","2. Access Industry Expertise",[87,8865,8866],{},"A consultant is not only there to show you how to set up monday.com initially, but also to provide optimization guidance as well. Once you set up your Work OS system correctly, you'll need someone at your side to take it to the next level.",[87,8868,8869],{},"The right agency will have years of experience with adapting monday.com to unique business processes and a deep understanding of its power features. You'll be able to lean on this expertise as you adopt the platform and leverage monday.com to its fullest.",[154,8871,8873],{"id":8872},"_3-get-tailored-training","3. Get Tailored Training",[87,8875,8876],{},"Even if you start off your monday usage with templates and prebuilt solutions, customized training will greatly improve your understanding and experience with the platform.",[87,8878,8879],{},"Customized training will also help you future-proof your setup and reduce mistakes in the future, allowing you to manage and expand your Work OS with confidence on your own.",[87,8881,8882],{},"Essentially, monday consulting can support you through every stage of your interaction with the Work OS.",[83,8884,8886],{"id":8885},"how-to-spot-a-reliable-mondaycom-consulting-firm","How to Spot a Reliable monday.com Consulting Firm?",[87,8888,8889],{},"Working with a good consultant can make all the difference in the world when first interacting with monday.com. The question is, how do you choose the right consulting partner for your needs? Here are key traits every high-quality monday.com consulting firm should offer:",[159,8891,8892,8898,8904,8910],{},[162,8893,8894,8897],{},[96,8895,8896],{},"Industry expertise:"," First and foremost, monday.com consultants should be experts in their field and be able to share relevant examples and client references to prove it. Seek established consulting firms with a solid track record, who have built their success around providing monday.com consulting services. monday.com is continuously evolving, so it's best to choose a partner who doesn't just do monday.com along with a lot of other project management or CRM platforms. You want someone who is fully dedicated to evolving their monday.com knowledge and expertise, every single month.",[162,8899,8900,8903],{},[96,8901,8902],{},"Excellent communication:"," A good relationship between users and consultants relies on seamless communication. If you want to see outstanding results, you should be able to communicate your needs with the consultant. Likewise, your assigned expert must be responsive, an excellent listener, and willing to work with you to fully understand your goals.",[162,8905,8906,8909],{},[96,8907,8908],{},"Collaborative style:"," Your monday.com expert should give you just the right amount of independence and support. The two of you should collaborate tightly throughout the engagement to ensure outstanding results that meet your expectations. That's why you should make sure a particular expert is ready to collaborate with you before starting the journey. Much like you wouldn't want to go to a doctor who prescribes a treatment without a full examination and understanding of your symptoms, don't choose a monday.com consultant who claims to have all the answers before you've even started working together.",[162,8911,8912,8915],{},[96,8913,8914],{},"Focus on training:"," Last but not least, consultants should be committed to helping you achieve long-lasting results. They can do so only through the monday consulting training that ensures everyone is on the same page. Therefore, look for the companies that offer training and guidance even after the consultancy ends. Those are most likely to provide the full service you need, plus they'll be there when your needs change down the road and you need a bit more help.",[83,8917,8919],{"id":8918},"hiring-a-consultant-for-your-business","Hiring a Consultant for Your Business",[87,8921,8922],{},"Now that you are familiar with the characteristics of a good consultant, you can start the selection process. Hiring a consultant is a two-way street, and you should get informed and well prepared. If you are not quite sure how to run the process, here are a few things to consider:",[159,8924,8925,8931,8937,8943],{},[162,8926,8927,8930],{},[96,8928,8929],{},"What problem are you trying to solve?"," Your perfect choice of a consultant will differ depending on the issue you have. Therefore, ask yourself for what purpose you need a consultant. Take note of the challenges your business faces and share them with potential candidates. This simple action will help you pinpoint your needs and share them with prospective experts.",[162,8932,8933,8936],{},[96,8934,8935],{},"Do you have a defined outcome in mind?"," For consulting relationship to be successful, you should have a clear idea of your goals. Ask yourself what you aspire to achieve with monday.com. The answer will tell you what you need from your next consultant, whether that may be guidance on increasing employee engagement or reducing project completion time with the monday.com Work OS.",[162,8938,8939,8942],{},[96,8940,8941],{},"Are you ready for collaboration?"," When you hire someone for consulting, ideally you start a collaborative business relationship. This means both sides should be prepared to roll up their sleeves and work together towards achieving the same objective. If you don't have time to spend on the project and want the consultant to do (almost) all the work, be sure to communicate that up front so it's clear.",[162,8944,8945,8948],{},[96,8946,8947],{},"Hire for quality and expertise."," Finally, monday.com consulting should allow you access to true experts in the field. If you’re looking for professional help, you should prioritize experience and quality over price. These values can make all the difference between a successful consulting relationship and potentially a frustrating failure.",[83,8950,8952],{"id":8951},"tips-for-finding-the-right-fit","Tips for Finding the Right Fit",[87,8954,8955],{},"Of course, not every consultant will mesh with every company. You could end up with quite a few different options on your hands, not knowing which one to choose. If in doubt, here is another set of questions to help you narrow down your choices and choose the right fit:",[159,8957,8958,8964,8970,8976],{},[162,8959,8960,8963],{},[96,8961,8962],{},"Does the consultant mesh or clash with my company culture?"," Depending on the field and area of expertise, you could spend some time finding just the perfect candidate for your business. While a long-established business may look for boutique services when using monday.com, a startup may wish to just focus on quickly setting up the basics in the platform.",[162,8965,8966,8969],{},[96,8967,8968],{},"Is the consultant experienced in the specific issues I’m facing?"," When you’re looking for a monday.com consultant, you want to find someone who has experience with similar business challenges. Keep in mind that many businesses in different industries can all face the same problems, so it's not about finding a consultant who has worked with X number of clients in your one specific industry. Rather, listen to see if the consultants you talk with have dealt with similar business problems before and can describe how they solved them in monday.com, regardless of which industry was actually involved.",[162,8971,8972,8975],{},[96,8973,8974],{},"Does the consultant have the time and availability to achieve my goals?"," Some consultants have so many clients that they can’t give each one the attention they need. When looking for a good fit, consider how candidates respond to messages and schedule meetings. If they are always slow to answer or can’t fit you in for an appointment for weeks, they may be too busy to help you.",[162,8977,8978,8981],{},[96,8979,8980],{},"Is the consultant available for future support, if necessary?"," A great monday.com consultant will be able to offer (paid) support in the future, even after your initial consulting period ends. Keep in mind that consulting firms are more likely to provide long-term support options than freelance consultants.",[83,8983,8985],{"id":8984},"hire-a-monday-consulting-expert-with-confidence","Hire a Monday Consulting Expert with Confidence",[87,8987,8988],{},"We know hiring a consultant can be a challenging process and often is confusing. There are so many things to weigh before making a decision that you could easily find yourself lost and worried about whether you've made the right choice.",[87,8990,8991],{},"The guidance above can help ease some of that pressure. By understanding what makes a consultant a good fit and setting clear expectations from the relationship, you can confidently hire a monday.com expert that fits your company culture and meets your needs.",[87,8993,8994,8995,8997],{},"When you’re ready to hire a monday.com consultant, ",[96,8996,1819],{}," just might be your right choice. We're a highly collaborative monday.com consulting firm with a long track record of helping clients improve their business processes using the monday.com Work OS platform. Polished Geek provides every client with a unique blend of consulting and training tailored to your company for outstanding results.",[87,8999,9000,9001,9005],{},"Are you interested in hearing more? ",[503,9002,9004],{"href":1022,"rel":9003,":target":1024},[772],"Schedule your free consultation today"," and learn how our team of Polished Geek consultants can help you streamline and optimize your use of monday.com.",{"title":67,"searchDepth":68,"depth":68,"links":9007},[9008,9013,9014,9015,9016],{"id":8842,"depth":68,"text":8843,"children":9009},[9010,9011,9012],{"id":8849,"depth":730,"text":8850},{"id":8862,"depth":730,"text":8863},{"id":8872,"depth":730,"text":8873},{"id":8885,"depth":68,"text":8886},{"id":8918,"depth":68,"text":8919},{"id":8951,"depth":68,"text":8952},{"id":8984,"depth":68,"text":8985},[517],"Unlock the potential of monday.com with the right consulting partner. Learn essential tips for finding and hiring the perfect monday.com consultant to fit your business needs.",{"fill":521,"position":1040,"image":9020,"icon":9021,"border":9022,"triangle":9023,"title":9024},{"active":62},{"active":525,"type":1980},{"active":525,"type":740,"position":531,"fill":1046},{"active":525,"imageZone":525,"fill":534},{"text":9025,"fs":1050},"monday.com Consulting: \u003Cbr> \u003Cspan class=\"bgs bgs_purple\">The Right Fit\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fmonday.com-consulting-how-to-hire-the-right-fit.png",{"ctaText":9028},"Find out how",[9030],{"name":545,"content":9031},"monday.com, monday.com consultant, monday.com consulting, Work OS, business optimization, workflow customization, project management, monday.com training, monday.com setup, consultant hiring, business processes, monday.com experts, monday.com platform","\u002Fblog\u002Fmonday.com-consulting-how-to-hire-the-right-fit",{"title":8815,"description":9018},"Find and hire the right monday.com consultant to optimize your workflows and enhance your business success.","03.blog\u002Fmonday.com Consulting How to Hire the Right Fit\u002Findex","How to Find & Hire \u003Cbr> the Right Consultant\u003Cbr>","mlUoJgXw4IiGlnYB-dgNT6nZJt2tbxlf3Okuh6IFvZs",{"id":9039,"title":9040,"author":556,"authorAvatar":557,"authorImg":558,"body":9041,"category":9371,"date":9373,"description":9374,"extension":60,"hero":9375,"image":9383,"imageAlt":6893,"meta":9384,"metaData":9385,"navigation":525,"part":71,"path":9388,"readingTime":1057,"seo":9389,"shortDescription":9374,"stem":9390,"titleBr":9391,"videoId":71,"__hash__":9392},"blogPost\u002F03.blog\u002Fmonday.com Pro vs Enterprise Plan Which Is Right for You\u002Findex.md","monday.com Pro vs. Enterprise Plan: Which Is Right for You?",{"type":64,"value":9042,"toc":9354},[9043,9047,9053,9056,9060,9063,9072,9076,9085,9088,9091,9095,9103,9107,9114,9117,9120,9124,9127,9131,9140,9148,9156,9159,9163,9172,9177,9180,9183,9192,9196,9199,9208,9211,9220,9224,9232,9252,9260,9263,9272,9276,9284,9287,9291,9301,9310,9317,9326,9343],[83,9044,9046],{"id":9045},"who-is-mondaycom-for","Who Is monday.com For?",[87,9048,9049,9052],{},[503,9050,1715],{"href":1767,"rel":9051},[772],"\nis for anyone and everyone in need of more order in their professional\nlives. Whether you’re looking for a solution to manage a team of dozens\nof professionals and freelancers, or to better coordinate with\ncolleagues and managers, you can count on monday.com to bring everyone\ntogether.",[87,9054,9055],{},"Flexibility is the name of the game. The highly visual design of\nmonday․com ‍allows you to construct boards and workflow applications\nthat perfectly match your specific requirements. You can divide your\nwork into separate boards with individual columns that compartmentalize\nyour work into easy-to-manage and update sections.",[154,9057,9059],{"id":9058},"how-to-pick-the-right-plan-for-you","How to Pick the Right Plan for You",[87,9061,9062],{},"monday.com plan options vary quite a bit in features and power. The\nfeatures and capabilities are categorized into various plans to meet\neveryone where they are right now and where they want to be. Each\npricing plan is crafted to provide a company with the management\nexperience that best suits its needs.",[87,9064,9065,9066,9071],{},"With five plans that range in price and features, you’re bound to\nfind the right version of monday․com ‍for you and your team. You can\npick anything from an individual free plan that allows you to kickstart\nyour ",[503,9067,9070],{"href":9068,"rel":9069},"https:\u002F\u002Fwww.forbes.com\u002Fsites\u002Fforbesbusinessdevelopmentcouncil\u002F2020\u002F08\u002F28\u002Fworking-together-while-physically-apart-managing-the-challenges-of-global-teams\u002F",[772],"digital project and team management","\nendeavors to the specialized Pro and Enterprise plans that come with\nadded integration options, faster support, and a wider array of\nfeatures.",[83,9073,9075],{"id":9074},"mondaycom-pro-vs-enterprise","monday.com Pro vs. Enterprise",[1374,9077,9078],{},[141,9079,9080],{"v-slot:img":67},[87,9081,9082],{},[121,9083],{"alt":1788,"src":9084},"\u002Fimages\u002FMondayBlog\u002Fpro-and-enterprise-plans.png",[87,9086,9087],{},"Pro and Enterprise are monday.com’s most sophisticated and premium\nplans, for those who want to get the most out of the platform. While the\nmonday․com ‍Pro and Enterprise plans are designed for companies and\ncorporations with multiple functional areas to manage, these plans are\noften the right answer for growing startups and small teams, too.",[87,9089,9090],{},"Instead of asking if one plan is better than the other, it’s best to\nexamine them as different services for companies with different needs.\nWhile the Pro and Enterprise plans overlap in many ways, they do differ.\nIt’s worth taking a deeper look into both to make the best long-term\ndecision for your business.",[154,9092,9094],{"id":9093},"what-is-the-mondaycom-pro-plan","What Is the monday.com Pro Plan?",[87,9096,9097,9098,9102],{},"If you're just starting out with monday.com, you may already be\nfamiliar with the Pro plan as it is what you experience during the ",[503,9099,9101],{"href":1767,"rel":9100},[772],"free trial","\nperiod. The Pro plan is well-suited for businesses with multiple teams\nof tens or hundreds of individuals to manage. Pro can assist you in\nstreamlining and running your teams’ complex workflows within a cohesive\nworkspace that includes business processes, standard operating\nprocedures, individual projects, tasks, and deadlines.",[154,9104,9106],{"id":9105},"what-is-the-mondaycom-enterprise-plan","What Is the monday.com Enterprise Plan?",[87,9108,3315,9109,9113],{},[503,9110,4105],{"href":9111,"rel":9112},"https:\u002F\u002Fmonday.com\u002Fenterprise\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=xShsb9wbzh2c&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"\nmay be the best option for you if you went through the free trial\nperiod but still felt something was missing. While the plan is made for\nenterprises looking to take their project and teams workflow management\nto the highest level with monday.com alone, its features can be\nincredibly useful to many small businesses and startups.",[87,9115,9116],{},"As the name suggests, the monday.com Enterprise plan carries\nenterprise-level permission and security features, VIP support access,\npowerful reporting capabilities and many more customization options\ncompared to Pro. It also significantly increases your ability to\nleverage everything from automations to file storage.",[87,9118,9119],{},"Whether you’re looking for large-scale integration and operations or\nthe ability to encompass the entirety of your workflow into a single\nplatform, this plan could be right for you.",[83,9121,9123],{"id":9122},"what-are-the-differences-between-the-two-plans","What Are the Differences Between the Two Plans?",[87,9125,9126],{},"The best place to start evaluating your decision is by looking at\nwhat each plan offers in terms of features, scale, functionality, and\nmonday.com support and add-ons.",[154,9128,9130],{"id":9129},"user-permissions","User Permissions",[1374,9132,9133],{},[141,9134,9135],{"v-slot:img":67},[87,9136,9137],{},[121,9138],{"alt":1788,"src":9139},"\u002Fimages\u002FMondayBlog\u002Fpermissions.png",[87,9141,9142,9143,1494],{},"The Pro plan's permission capabilities center primarily around\nappointing board owners. A board owner can control who has edit and\ncontent creation privileges in boards as a whole, but not specific items\nwithin that board. So, if you’re looking for complete control and\nadministrator access from all angles, it may be worth looking into the ",[503,9144,9147],{"href":9145,"rel":9146},"https:\u002F\u002Fmonday.com\u002Fenterprise\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=GnjSCPCq9xBT&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"Enterprise plan for monday․com",[87,9149,9150,9151,1494],{},"The Enterprise plan comes with multi-level permissions control. It’s\nan all-inclusive feature that covers item permissions, column\npermissions, dashboard and workspace permissions, ",[503,9152,9155],{"href":9153,"rel":9154},"https:\u002F\u002Fwhatis.techtarget.com\u002F8-Reasons-Identity-and-Access-Management-Is-Important",[772],"and account permissions",[87,9157,9158],{},"You can choose who has access to specific elements and boards and\nwhat type of actions they’re authorized to perform. Additionally, this\ncontrol extends to board guests as you can limit access permissions by\nIP address or even domain.",[154,9160,9162],{"id":9161},"scale-and-capacity","Scale and Capacity",[87,9164,9165,9166,9171],{},"Another aspect that plays a major role in determining the right ",[503,9167,9170],{"href":9168,"rel":9169},"https:\u002F\u002Fmonday.com\u002Fpricing\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=o3Hv5i7V3IvS&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com pricing plan","\nfor your business is the scale and capacity of the services and\nfeatures. This is directly influenced not only by your company's current\nscale and workflow but also by your anticipated growth.",[87,9173,9165,9174,9171],{},[503,9175,9170],{"href":9168,"rel":9176},[772],[87,9178,9179],{},"The Pro and Enterprise plan can both be scaled to include the right\nnumber of employee seats, items, boards, and workdocs. However, if your\nworkflow relies heavily on exchanging relatively large attachments, file\nstorage allowance will need to keep up. The Pro plan comes with 100 GB\nof cloud storage. In comparison, the Enterprise plan offers 10 times the\ncapacity at 1000 GB — nearing a Terabyte of cloud storage.",[87,9181,9182],{},"Additionally, the Pro plan only retains the last year of activity\nlogging and tracking, while the Enterprise plan offers complete access\nto detailed activity logs from five years back. One year may seem enough\nto finish up medium-sized projects, but it can be easy to lose track of\nwork with more intensive endeavors that take years to accomplish. You\nmay also want to be able to measure the productivity of your team year\nover year, which is more easily done with the Enterprise plan. Long-term\nactivity logging and tracking for several years is often a requirement\nin many industries, for example, commercial construction, real estate or\ninvestment management.\ninvestment management.",[1374,9184,9185],{},[141,9186,9187],{"v-slot:img":67},[87,9188,9189],{},[121,9190],{"alt":1788,"src":9191},"\u002Fimages\u002FMondayBlog\u002Factivity-logging.png",[154,9193,9195],{"id":9194},"privacy-and-security","Privacy and Security",[87,9197,9198],{},"Your industry and geo location determine your security and privacy\nneeds, and the Pro and Enterprise plans are designed to accommodate\ncompanies at various levels. Operating in the financial or healthcare\nindustries requires more strict security and privacy features to comply\nwith local laws, which only the Enterprise plan offers.",[87,9200,9201,9202,9207],{},"The Pro version includes all the standard security and privacy measures you’d expect an online platform to have. It’s ",[503,9203,9206],{"href":9204,"rel":9205},"https:\u002F\u002Fwww.businessinsider.com\u002Fsc\u002Fhow-your-business-can-manage-moving-to-the-cloud-2021-10",[772],"SOC 2 compliant",",\nand has built-in Two-Factor Authentication (2FA) using Google\nAuthentication, as well as the ability to create private boards for\nsensitive information.",[87,9209,9210],{},"Stepping above that, the Enterprise plan comes with all the security\nand privacy measures an enterprise requires, like user management\ncontrol and advanced account permissions. The Enterprise plan also\nallows you to utilize Single Sign-On options with Okta, One Login, Azure\nAD, and Custom SAML. It’s HIPAA compliant and allows you to restrict\naccess by IP address. You can also restrict who is allowed to download\ndata from your boards into Excel, another popular security feature of\nEnterprise.",[1374,9212,9213],{},[141,9214,9215],{"v-slot:img":67},[87,9216,9217],{},[121,9218],{"alt":1788,"src":9219},"\u002Fimages\u002FMondayBlog\u002Fsecurity-settings.png",[154,9221,9223],{"id":9222},"reporting-and-analytics","Reporting and Analytics",[87,9225,9226,9231],{},[503,9227,9230],{"href":9228,"rel":9229},"https:\u002F\u002Fwww.linkedin.com\u002Fpulse\u002Fuse-data-analytics-project-management-bohitesh-misra",[772],"Reporting and analytics capabilities"," vary quite a bit between the two plans. Both plans come with many standard reporting and analytics tools and features:",[159,9233,9234,9237,9240,9243,9246,9249],{},[162,9235,9236],{},"Kanban view",[162,9238,9239],{},"Timeline view",[162,9241,9242],{},"Calendar view",[162,9244,9245],{},"Map view",[162,9247,9248],{},"Chart view",[162,9250,9251],{},"Workload view",[1374,9253,9254],{},[141,9255,9256],{"v-slot:img":67},[87,9257,9258],{},[121,9259],{"alt":1788,"src":3999},[87,9261,9262],{},"The Pro plan offers multiple reporting and data viewing tools but\ndoesn't include built-in data analytics tools like pivot tables. While\nPro users can always export data into third-party software for more\ngranular analysis, if your growth and sustainability are based on deeply\nanalyzing previous trends, it may be worth investing in the Enterprise\nplan for its advanced reporting.",[87,9264,9265,9266,9271],{},"For example, the ",[503,9267,9270],{"href":9268,"rel":9269},"https:\u002F\u002Fmonday.com\u002Fenterprise\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=cwFQTTExhjrL&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday․com ‍Enterprise Plan","\nenables access to work performance insights, enabling you to visualize\nand understand the performance of previous projects and workflows to\nknow what is working well, and what isn't. In addition, Enterprise\nprovides more data analytics, allowing you to slice and dice your board\ndata with pivot table analysis and visualization for more powerful\nreporting. Plus with Enterprise, reporting insights, trends, and\nanomalies can be delivered automatically to your email inbox.",[83,9273,9275],{"id":9274},"mondaycom-support","monday.com Support",[87,9277,9278,9283],{},[503,9279,9282],{"href":9280,"rel":9281},"https:\u002F\u002Fmonday.com\u002Fpricing\u002F?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=totqKtb4JwCp&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"All monday.com plans","\nhave access to a self-service knowledge base and an active online user\ncommunity, in addition to 24\u002F7 customer support and frequent live\nwebinars about new features and best practices.",[87,9285,9286],{},"The Enterprise plan gains you access to the priority customer support\nteam, and takes things a step further by guaranteeing a 99.9% uptime\nrate. Enterprise plans of 50+ seats will be assigned a dedicated\ncustomer success manager who can provide you with tailored onboarding\ntips and complimentary training hours to get you started on the right\nfoot.",[83,9288,9290],{"id":9289},"making-the-right-decision","Making the Right Decision",[87,9292,9293,9296,9297,9300],{},[503,9294,9295],{"href":1762},"Polished Geek is a certified monday.com partner"," that specializes exclusively in monday․com ‍professional services. We offer custom-tailored, ",[96,9298,9299],{},"done-with-you","\nimplementation, integration, training, and support solutions. We'll\nteach you all about how to use monday.com at its fullest and empower you\nto make the right choices for the present and future of your staff and\nbrand.",[87,9302,9303,9304,9309],{},"Making the right decision when it comes to how you’ll be managing\nyour teams, projects, and workflow is, understandably, a daunting task.\nWhile it may be tempting to stick to the Pro option — as that’s what’s\nincluded in the free trial — it’s worth scheduling a no-obligation ",[503,9305,9308],{"href":9306,"rel":9307,":target":1024},"https:\u002F\u002Fmeet.polishedgeek.com\u002Fmore-with-monday\u002Flite\u002Fenterprise\u002F",[772],"personal demo of the Enterprise plan"," with us. We can help you determine whether the jump in price and features is right for you.",[87,9311,9312],{},[96,9313,9314],{},[96,9315,9316],{},"Now for a limited time, Polished Geek is offering a very special deal for new Enterprise accounts!",[87,9318,9319,9320,9325],{},"???? Receive up to ",[96,9321,9322],{},[96,9323,9324],{},"10% off"," the standard software pricing for new Enterprise accounts; and",[87,9327,9328,9329,9334,9335,9342],{},"???? ",[96,9330,9331],{},[96,9332,9333],{},"Qualify for up to 6 free months"," of Polished Geek's exclusive ",[96,9336,9337],{},[96,9338,9339],{},[96,9340,9341],{},"Start Right"," onboarding and consulting services for your organization",[87,9344,9345,9346,9350,9351],{},"Schedule a time to chat with us to ",[503,9347,9349],{"href":9306,"rel":9348,":target":1024},[772],"learn more about the monday Enterprise plan and Polished Geek's special Enterprise offer","  *",[228,9352,9353],{},"Limitations apply, inquire for details.",{"title":67,"searchDepth":68,"depth":68,"links":9355},[9356,9359,9363,9369,9370],{"id":9045,"depth":68,"text":9046,"children":9357},[9358],{"id":9058,"depth":730,"text":9059},{"id":9074,"depth":68,"text":9075,"children":9360},[9361,9362],{"id":9093,"depth":730,"text":9094},{"id":9105,"depth":730,"text":9106},{"id":9122,"depth":68,"text":9123,"children":9364},[9365,9366,9367,9368],{"id":9129,"depth":730,"text":9130},{"id":9161,"depth":730,"text":9162},{"id":9194,"depth":730,"text":9195},{"id":9222,"depth":730,"text":9223},{"id":9274,"depth":68,"text":9275},{"id":9289,"depth":68,"text":9290},[9372],"enterprise","2022-04-17","Pro and Enterprise are monday.com’s most sophisticated and premium plans, for those who want to get the most out of the platform. Learn how they differ.",{"fill":1733,"position":522,"image":9376,"icon":9377,"border":9379,"triangle":9380,"title":9381},{"active":62},{"active":525,"type":9378},"type-14",{"active":525,"type":4160,"position":1040,"fill":4165},{"active":525,"imageZone":525,"fill":534},{"text":9382},"monday.com \u003Cbr> \u003Cspan class=\"bgs bgs_violet\"> Enterprise\u003C\u002Fspan>\u003Cspan class=\"bgs bgs_violet\"> Plan \u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fmonday.com-pro-vs-enterprise-plan-which-is-right-for-you.png",{},[9386],{"name":545,"content":9387},"monday.com Pro plan, monday.com Enterprise plan, business process management, project management, workflow optimization, team collaboration, monday.com pricing, data security, enterprise-level features, monday.com reporting, advanced analytics, automation tools, user permissions, cloud storage, monday.com support, custom workflows, Polished Geek, monday.com consulting, business software comparison, SaaS platforms","\u002Fblog\u002Fmonday.com-pro-vs-enterprise-plan-which-is-right-for-you",{"title":9040,"description":9374},"03.blog\u002Fmonday.com Pro vs Enterprise Plan Which Is Right for You\u002Findex","monday.com \u003Cbr> Pro vs. Enterprise \u003Cbr> Plan: Which Is Right for You?","nHfv0bDNi-CUwTFUW92WAi-C-hDzzZGdhh735S521J0",{"id":9394,"title":9395,"author":556,"authorAvatar":557,"authorImg":558,"body":9396,"category":9621,"date":9622,"description":9623,"extension":60,"hero":9624,"image":9632,"imageAlt":71,"meta":9633,"metaData":9634,"navigation":525,"part":71,"path":9637,"readingTime":751,"seo":9638,"shortDescription":71,"stem":9639,"titleBr":9395,"videoId":71,"__hash__":9640},"blogPost\u002F03.blog\u002Fmonday.com Training Make Process Management Your Superpower\u002Findex.md","monday.com Training: Make Process Management Your Superpower",{"type":64,"value":9397,"toc":9607},[9398,9407,9410,9418,9421,9424,9428,9432,9435,9473,9481,9484,9488,9491,9495,9498,9501,9505,9508,9512,9515,9521,9525,9528,9532,9535,9539,9548,9551,9554,9557,9561,9564,9567,9570,9573,9577,9587,9590,9601],[87,9399,9400,9401,9406],{},"Process management, also known as ",[503,9402,9405],{"href":9403,"rel":9404},"https:\u002F\u002Farimeisel.medium.com\u002Fproject-management-vs-process-management-4a5622c738ee",[772],"business process management (BPM)",", is a methodology that allows business owners and managers to analyze existing processes to identify those with problems and optimize the rest. This may require tweaking current processes or implementing new, more effective ones. The ultimate goal is to increase productivity, manage risk more effectively, and streamline the entire business. Effectively managing your business processes allows your company to build on past successes while continuously moving forward.",[87,9408,9409],{},"Many people confuse the terms process management and project management, but they do refer to completely different beasts. The first is a management style that leads to future growth and continuous improvement. The latter is only relevant to the individual project(s) currently being worked on.",[87,9411,9412,9417],{},[503,9413,9416],{"href":9414,"rel":9415},"https:\u002F\u002Fwww.geeksforgeeks.org\u002Fdifference-between-project-management-and-process-management",[772],"Project management"," refers to the management of a specific project with a clear-cut goal. It includes everything from the idea to completion, and in most cases, it will follow the project management style set by the company as a whole.",[87,9419,9420],{},"However, projects have a clear beginning and ending. Process management is an ongoing approach to continuously improve every aspect of the company and includes ever-evolving goals.",[87,9422,9423],{},"Effective process management creates a workplace environment that fosters innovation and teamwork. When properly implemented, it gets everyone from the summer intern to the C-suite managers moving in the same direction with a common set of goals: the future success of the company, the team and the individual. monday.com training that includes process-focused methodology can help you to achieve these goals.",[87,9425,9426],{},[121,9427],{"alt":1778,"src":1779,"title":1778},[83,9429,9431],{"id":9430},"how-can-mondaycom-make-process-management-your-companys-superpower","How Can monday.com Make Process Management Your Company's Superpower?",[87,9433,9434],{},"The foundation of effective process management is built on six key steps:",[2897,9436,9437,9443,9449,9455,9461,9467],{},[162,9438,9439,9442],{},[96,9440,9441],{},"Design:"," This step involves finding the existing business processes in need of improvement. There likely are many of these, so you may have to prioritize to work towards the most important goals first.",[162,9444,9445,9448],{},[96,9446,9447],{},"Modeling:"," This step involves analyzing the processes you hope to improve. Thoughtfully breaking them down and openly discussing them gives all team members the chance to see the reasons why things were done that way in the first place. Once everyone has a clear view, they can better develop ideas about how to improve things in the future.",[162,9450,9451,9454],{},[96,9452,9453],{},"Execution:"," This is the step where you get to put all of the suggestions (just the good ones) into practice.",[162,9456,9457,9460],{},[96,9458,9459],{},"Monitoring:"," This step happens simultaneously with the execution step. Here, the new process being implemented is watched, and data is analyzed to see if the changes implemented have the desired effects. If the changes to the business processes don't produce better results after a short transition period, then it is back to step two.",[162,9462,9463,9466],{},[96,9464,9465],{},"Optimization:"," If the changes are successful, now is the time to make them a permanent part of your constantly evolving BPM.",[162,9468,9469,9472],{},[96,9470,9471],{},"Repeat:"," No matter how well your changes are working, there is always the opportunity for further improvement. Be prepared to revisit any process in the future as new technologies, ideas, and practices come into play.",[87,9474,9475,9476,9480],{},"It takes a lot of work to create and maintain an effective focus on improving your business processes and managing them. Thankfully, monday.com has the software and expertise to help you make it happen. The ",[503,9477,9479],{"href":1767,"rel":9478},[772],"monday.com Work Operating System"," (Work OS) software makes it easy to identify areas where improvement is needed, then brainstorm solutions, track the effectiveness of improvements, and see the big picture.",[87,9482,9483],{},"Managing everything in one platform can help you bring people together for the parts that require teamwork and automate the parts that do not. Every step of your workflows can be streamlined while boosting accuracy and effectiveness.",[83,9485,9487],{"id":9486},"heres-what-mondaycom-services-can-do","Here’s What monday.com Services Can Do",[87,9489,9490],{},"Here are some of the applications of monday.com’s business management software platform:",[154,9492,9494],{"id":9493},"workflow-automation","Workflow Automation",[87,9496,9497],{},"Several individuals or teams will likely have to take the lead as your company travels through the steps of process management. As problems are identified, ideas start rolling in, and changes are implemented, information will have to travel back and forth between team members.",[87,9499,9500],{},"With a bit of planning at the outset, the flow of work from one team or individual to the next and back again, if necessary, can be handled easily with monday.com automations, without the need for human intervention. This streamlines the whole process and prevents delays due to human error or distraction.",[154,9502,9504],{"id":9503},"real-time-collaboration","Real-Time Collaboration",[87,9506,9507],{},"monday.com makes it easy for team members or your entire staff to cut through the background noise and have real-time conversations about specific areas of the process. This ensures that everyone can be kept up-to-date and makes it easy to collaborate on relevant information without distractions.",[154,9509,9511],{"id":9510},"customizable","Customizable",[87,9513,9514],{},"The most powerful feature of the software platform offered by monday.com is that it is fully customizable. Throughout the platform, monday.com's UI can be adjusted to meet the needs of a small business just as easily as it can tackle managing processes for a large corporation.",[87,9516,9517],{},[121,9518],{"alt":9519,"src":9520,"title":9519},"Monday Board Overview","\u002Fimages\u002FMondayBlog\u002Fmiro_workflow_mac.jpg",[154,9522,9524],{"id":9523},"adaptable-visualization","Adaptable Visualization",[87,9526,9527],{},"Not everyone’s brain processes information in the same way. For some, a flow chart is all they need to understand the concepts and evolution of the information it contains. Others do better with a card view, or a calendar might suit you best when it comes to workflow and production. monday.com gives you the option of not only seeing the right information at the right time but also in the format that best fits your strengths.",[83,9529,9531],{"id":9530},"mondaycom-in-real-life","monday.com in Real Life",[87,9533,9534],{},"Here are some real-world applications monday.com’s business process management software can be used for:",[154,9536,9538],{"id":9537},"construction-firms","Construction Firms",[87,9540,9541,9542,9547],{},"Succeeding in a large-scale construction business means controlling, tracking, and improving upon hundreds, if not thousands, of processes simultaneously. From the earliest stages of deciding where to place the foundation to choosing what color to paint the lobby, ",[503,9543,9546],{"href":9544,"rel":9545},"https:\u002F\u002Fmonday.com\u002Fs\u002Fconstruction-management-software?gspk=cG9saXNoZWRnZWVrODQ2&gsxid=hKblgB1iqaOk&utm_source=Partner&utm_campaign=na-polishedgeek",[772],"monday.com for construction"," can make the journey easier.",[87,9549,9550],{},"Every decision that is made during a construction project will benefit from improved process management. In addition, monday.com’s software enables real-time conversations even if the teams involved with making the decisions are spread out across the globe.",[87,9552,9553],{},"Not only can teams easily collaborate and discuss progress, but all the information needed to make an informed decision can be presented to each of the individuals involved. Everything from the overall goals to the choice of paint can be shown in a clean, easy to digest way.",[87,9555,9556],{},"In addition, as the project moves forward and the processes evolve, it is easy to track which changes are successful and which are not.",[154,9558,9560],{"id":9559},"new-product-development-launch","New Product Development & Launch",[87,9562,9563],{},"Ensuring the new products you develop live up to your brand’s standards is an important aspect of long-term success. No amount of advertising will repair the damage if your company earns a reputation for shoddy workmanship or products that don’t live up to your customers’ expectations.",[87,9565,9566],{},"It is a daunting task to ensure every new product you create is of high-quality materials to satisfy your market. Yet, once you have a solid product ready to launch, that's only the beginning.",[87,9568,9569],{},"There is so much to create and track to ensure your new product is a success: Product packaging, product documentation, demo videos, website content, imagery, marketing campaigns, social media content, and much more. This requires close collaboration and handoffs across multiple departments and roles: Legal, Product Marketing, IT, Manufacturing, Design and probably a few more areas, depending on the size of your organization.",[87,9571,9572],{},"monday.com and its BPM software can make it easy to keep track of every single thing you need to launch a newly developed product without a hitch.",[83,9574,9576],{"id":9575},"good-bpm-software-is-great-process-experience-is-better","Good BPM Software is Great; Process Experience is Better",[87,9578,9579,9580,9583,9584,1494],{},"Software is only as good as the people who implement and use it, and there's a big difference between knowing how to create a monday.com ",[228,9581,9582],{},"board"," and how to create an effective monday.com ",[228,9585,9586],{},"process",[87,9588,9589],{},"Many people who are quite talented at learning new software have gaps in their process management knowledge and experience, which gets in the way of putting the monday Work OS to its best use. That's why hiring a firm like Polished Geek with business process expertise in addition to monday.com consulting certification is such an essential move to get more ROI from the platform.",[87,9591,9592,9593,9596,9597,9600],{},"Effective business process management may be the single most important factor in determining the long term health of your company. Choosing the right software like ",[503,9594,1715],{"href":1767,"rel":9595},[772]," and the right ",[503,9598,9599],{"href":1762},"monday.com consulting partner"," to help you accomplish this goal is one way to keep your company heading for bigger and better things, no matter what size your company is today.",[87,9602,9603,9604,6677],{},"To find out more about how Polished Geek can provide you with the tools, training and expertise needed to create and implement effective business processes, ",[503,9605,9606],{"href":1315},"contact us",{"title":67,"searchDepth":68,"depth":68,"links":9608},[9609,9610,9616,9620],{"id":9430,"depth":68,"text":9431},{"id":9486,"depth":68,"text":9487,"children":9611},[9612,9613,9614,9615],{"id":9493,"depth":730,"text":9494},{"id":9503,"depth":730,"text":9504},{"id":9510,"depth":730,"text":9511},{"id":9523,"depth":730,"text":9524},{"id":9530,"depth":68,"text":9531,"children":9617},[9618,9619],{"id":9537,"depth":730,"text":9538},{"id":9559,"depth":730,"text":9560},{"id":9575,"depth":68,"text":9576},[517],"2021-12-01","Process management, also known as business process management (BPM), is a methodology that allows business owners and managers to analyze existing processes to identify those with problems and optimize the rest. This may require tweaking current processes or implementing new, more effective ones. The ultimate goal is to increase productivity, manage risk more effectively, and streamline the entire business. Effectively managing your business processes allows your company to build on past successes while continuously moving forward.",{"fill":532,"position":522,"image":9625,"icon":9626,"border":9628,"triangle":9629,"title":9630},{"active":62},{"active":525,"type":9627},"type-11",{"active":525,"type":530,"position":531,"fill":534},{"active":525,"imageZone":525,"fill":1046},{"text":9631,"fs":1050},"monday.com Training:\u003Cbr>\u003Cspan class=\"bgs bgs_myellow\">Process\u003C\u002Fspan>\u003Cbr>\u003Cspan class=\"bgs bgs_myellow\">Management\u003C\u002Fspan>","\u002Fimages\u002Fcontent\u002Fblog\u002Fmeta\u002Fmonday.com-training-make-process-management-your-superpower.png",{"ctaText":746},[9635],{"name":545,"content":9636},"monday.com training, process management, business process management, BPM, workflow automation, team collaboration, business optimization, custom workflows, project management, productivity tools, business efficiency, monday.com consulting, process improvement, task 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