What is our primary use case?
We use monday.com for pretty much everything. We use it for project management, internal project management and task management, and we're starting to use it more for internal HR processes such as time off.
We integrate it with Microsoft SharePoint and Outlook so that we have visibility across the board for ourselves.
How has it helped my organization?
We pretty much couldn't survive without it now. It's our go-to system. We've been able to do everything internally, saving us time with meetings, and helping with communication internally and externally. We can assign guests to our account and they see certain things so we can collaborate with our customers efficiently and professionally through the platform. We can do simple tasks like requesting time off, as well as financials, balance sheets, customer satisfaction surveys, communication plans, risk management, and time sheets. We pretty much do everything in it. We would have a hard time using any other system now. We heavily rely on it because it works.
It helps give our customers visibility. We use the automation for automatic responses to emails. We develop forms in monday.com and embed them into our website and they can use them to submit a ticket. It helps our customers have visibility and understanding of what's going on and allows us to scale at an efficient rate without incurring a ridiculous cost.
And its scalability has been another benefit. monday.com has been able to save us time and reduce the overhead costs that would normally be associated with running a project. I've been with companies that are still managing projects out of Excel sheets and they can have a project manager only handle a handful of projects. But with monday.com, you can have a project manager manage eight different projects efficiently and effectively.
Another advantage is that the cost is predictable. You're not going to get any crazy costs as you scale, so it's a good model. We have had a good growth rate in staff and we can pay better salaries and have better benefits because our one system can do pretty much everything that would normally take three other systems to do. It integrates with everything. It has been great.
It also gives managers the information they need for decision-making. It makes it so easy to see a lot of data in one dashboard. You can stand back from data and get an overview or drill in as close as you want on it. If you want to see something as a whole, as an organization, you can do that easily. If you're trying to dial in and see specific data, that is also easy to do. You can make more informed and strategic decisions based on reliable data, knowing that it's all accurate and up-to-date. You can alter it in any way you need to, to make whatever decision you're looking to make.
While every project has its issues, monday.com has created a way for us to get ahead on a lot of things before those issues become actualized. When it comes to projects with our customers, it helps us communicate and say, "This is the risk," and we can constantly update them and say, "We're getting closer." We can set time limits on things and triggers. It has helped us mitigate risk and increased our efficiency on projects so that some of that risk doesn't even get realized. And if it does, we planned for it, we saw it coming. Nothing is taking us by surprise.
Without wanting to sound super dramatic, it has reduced project delays for us by almost 100 percent. You're never going to be able to completely eliminate some risks, but the fact that we're able to see risk coming from a mile away makes all the difference. We do IT work and professional services work for the government, which means we do a lot of planning at the beginning. A lot of the risks that are associated with the projects that we do are supply-chain related. They're very common. The risks in our projects are very repetitive.
It has really created visibility across the board so that we don't get blindsided by anything. And if we do, monday.com still supports us through it. If we get blindsided by a risk or a discrepancy on our project, we can use monday.com to help manage it and do "lessons learned". We can look back at historical data and see what happened, what triggered it, and adapt and move forward from it, making tweaks here and there to our templates or adding something to our risk registrar management tool.
What is most valuable?
The most valuable features for us are the
- automation
- scalability
- ease of access—the low-code, no-code part
- user-friendliness
- integrations.
It's very easy to use. When we were trying to pick a system, we looked at Asana, Jira, and other platforms, and they were very cluttered. But monday.com is very user-friendly. As a user, everything is very clear. You don't need to be too tech-savvy to understand it and it's very easy to pick up on and learn.
We're primarily an IT company, but we do have some non-tech staff. We developed the platform in the beginning and templatized everything. That means we're able to create workflows and create diagrams for workflows, making it very easy to understand. The automation helps by taking the guesswork out of a lot of things and that makes it very easy for anybody, at any level of technical experience, to pick it up fairly quickly.
The visuals, the way the interface is presented, are great, very user-friendly. It's quick to load. You can see the lanes everybody has and where they divide and where they overlap. Going back to the workflows, you see how everybody works together and the dependencies.
It's also customizable so that we can share a certain view with our customers and have an internal view. It's clean, it's professional, and color-coded so it makes sense. There are features that enable you to color code certain things when certain triggers happen. For example, when something financial goes negative, you can make it turn red. A lot of it is one-and-done. You templatize something and it's going to be like that every single time.
It's very flexible and very forgiving. If you mess up, it's pretty simple to go back and see exactly where you messed up, but it even creates things in a way that it's hard to mess up. The permissions it enables are great. Overall, it's just a great system.
And one of the main reasons why we did end up going with monday.com was because of the Gantt charts that it comes with. A lot of it is native and it comes with templates already created. Often, if we don't have a template that fits a certain project, monday.com's templates will be the perfect starting point. We have a choice of a number of styles when it comes to project management, including the standard Gantt chart, WBS, and agile frameworks, which help because we do sprints. All of that is native and very easy to access and use. It makes sense. You can drop and drag, create relationships and dependencies. You don't really need to know all the crazy technical aspects of project management to understand it and see what's next, what's been done versus what needs to be done.
What needs improvement?
I would like to see a little bit more versatility with the integrations that it has. It's pretty versatile as it is. We can send emails from monday.com, but when it comes to the format, we don't necessarily want to always have the monday.com logos. We want to be able to make the emails we send out from monday.com, especially if they're coming from a specific person, look like they would if they were coming from our Outlook.
Sometimes the formatting or embedding in our website gets a little weird. If that were a little bit more customizable, that would be nice.
And being able to change the format of the forms that are used, visually, would be helpful. The forms are still great, but if they were a little bit more customizable, that would be nice.
Buyer's Guide
monday.com
March 2023
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For how long have I used the solution?
I've been using monday.com for almost a year now.
What do I think about the stability of the solution?
I've never had any issues with the stability of the platform. I believe it's on AWS and it has an uptime of 99.8 percent. I've never experienced any downtime.
What do I think about the scalability of the solution?
It's extremely scalable. That's one of the main reasons we picked it.
How are customer service and support?
I contacted their technical support a couple of times in the beginning. I didn't have any issues, and they got back to me quickly and they followed up.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I have used Microsoft Project and another solution called VTiger before, with companies that I was with prior to starting my own company. They were confusing with a lot of moving parts. It was almost like you had to go through training just to understand them. Whenever it came to onboarding somebody, it was always a lengthy process to get them up to speed. With monday.com, it's very forgiving so you can go in and just mess around with it and figure it out.
How was the initial setup?
Once we got the licenses, I went through all the templates that it already had and went through their YouTube channel, which was very informative. I learned as I went and, after about a month, I had a very solid foundation for what I was looking to get out of it. It developed past that and now it's well-established.
Now that it's all templatized, it takes no time at all to create a new project. We created a master template when we got monday.com. Once an opportunity is won, we switch the status to "won," and that triggers a new project in a folder, and it is already templatized. We make a few tweaks here and there, which takes 20 minutes to an hour, depending on how complicated the project is. But we have a pretty solid process that we follow for just about every project. Even if we do change things, it's not by much.
Almost every solution that I've worked with offers templates, so creating new projects with them is very similar, but a key difference is that when we do have to make those changes, the relationships are still easily established with monday.com. If we get a project that is not what we normally do, if it's something completely different, we can support it and still get the right data without needing to revamp or create something completely from scratch. We just alter whatever we need to alter and it's there.
Our monday.com admins can do whatever they need to do, including adding other users, guest users at no cost, and as many viewers as we want, at no cost, because we have the Pro licensing. In terms of deployment, it's very easy and straightforward. We have it templatized and it's all automated, so we don't have to think about the deployment part of it. It does it for us already.
In terms of maintenance, depending on what I'm doing for dashboards, sometimes I need to go in and establish a relationship, but it's just a matter of connecting a board for the data transfer. But I don't have to do updates or any sort of maintenance on that side of it.
What was our ROI?
We have absolutely seen return on our investment. People can handle more projects without overextending themselves, getting burnt out, and without being overwhelmed.
There is also a return on investment from the hours saved.
And the ratio of revenue to how much our licenses cost us is significantly in our favor.
What's my experience with pricing, setup cost, and licensing?
It's definitely affordable. I don't think it is necessarily the cheapest, but it's definitely not the most expensive. The price is well worth the value that we get out of it.
If we need more licenses, we know exactly how much that's going to cost us and our licenses go further thanks to the scalability. The cost for monday.com is predictable and we don't ever need another system. If we ever get to 1,000 employees, we know exactly how much it will cost us to have those licenses.
Which other solutions did I evaluate?
I did trials of five different project management software tools. Aside from monday.com, I tried Asana, Jira, Microsoft Project, and Zello. monday.com took the cake against all of them, primarily because of the user-friendliness and ease of access.
Anybody with any skill level would be able to use monday.com and be efficient. You don't necessarily have to be a project manager to use monday.com. You can be in any type of position and it will make it more efficient. We're able to do HR and finances in it. Whatever the work you do, it can be transitioned easily into monday.com and easy to figure out.
What other advice do I have?
Have a clear understanding of what you're looking to get out of a system. monday.com makes more sense when you have a clear idea of what you're looking to get out of it. You're not going to be able to take advantage of all of it and there could be other systems that are going to better suit your needs. But monday.com is a really good system when it comes to being able to scale, manage your costs, and still focus on customer satisfaction.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner