As an agency we had tested all different types of project management software (we had even built our own, Projectx!). We are always open though to the idea of continuous improvements and increased performance and productivity.
One of our team members who came on board recently challenged the business to indicating that Monday would be a better way to go, with that information and lots of research and development, we have now upgraded our systems and processes integrating Monday into this.
Here’s what we use it for within our business:
Project Management and Organisation:
- Customisable Dashboards: Monday.com allows us to create custom dashboards tailored to specific projects, clients, or teams. This flexibility makes it easy to track project progress, manage timelines, and ensure that all tasks are on track.
- Task Management: We can create detailed task lists with deadlines, assign them to team members, and set priorities. This helps in keeping everyone accountable and ensures that no task falls through the cracks.
- Timeline and Gantt Views: Visualising our project timelines through Gantt charts helps us plan ahead, allocate resources efficiently, and identify potential bottlenecks early on.
Improved Team Collaboration:
- Centralised Communication: With Monday.com, we can keep all project-related communication in one place. Team members can leave comments, share files, and update statuses directly on task boards, reducing the need for scattered email threads.
- Real-Time Updates: Team members now receive notifications when there are changes or updates to tasks, ensuring everyone is on the same page and can respond quickly to any issues.
- Integrations: Monday.com integrates with other essential tools from our business such as Google Drive and more, making it easier to share information across different platforms your team might already be using.
Client Management and Transparency:
- Client Collaboration: We invite clients to specific boards to provide our clients with real-time updates on projects. This transparency builds trust and keeps our clients engaged and informed about the progress of their website.
- Feedback Loops: Clients leave comments or feedback directly on tasks, facilitating faster and more effective communication between us as an agency and the client.
Automation and Workflow Efficiency:
- Automated Reminders and Notifications: Monday.com allows us to set up automated reminders for upcoming deadlines, ensuring that nothing is missed.
- Automated Task Assignments: We create automation rules to assign tasks based on specific triggers, saving time and reducing our manual input.
- Status Tracking: Automated status updates help streamline processes and ensure that all team members and clients are aware of the current project phases.
Resource and Time Management:
- Resource Allocation: Monday.com does help us to manage workloads by providing a clear overview of who is working on what and how much time is being spent on each task. This helps prevent overloading team members and optimises resource allocation within our agency..
- Time Tracking: We have built-in time tracking features that allow you to monitor how long tasks take, making it easier to estimate timelines and bill clients accurately.
We feel (after lots of research) that Monday provides us with a solution that allows us to offer our clients a better service. But not only that helps us to improve workflows, sprints of work to make sure we are delivering four clients.
