What is our primary use case?
We use Monday to organize our clients and employee tasks. Specifically, we work in accounting and bookkeeping. The majority of our employees work remotely.
I have created boards for client information, tracking of specific tasks such as payroll and sales tax, and individual boards for the employees, to keep on top of their client tasks each month. Our bookkeepers have individual boards on which they track time for client-related tasks. We also have boards to keep track of monthly billing for clients.
How has it helped my organization?
Monday has improved our organization in countless ways. We are able to keep track of our clients and all of the work that is being performed by employees. Since we work remotely, this has been invaluable to us. We have grown quite a bit over the last couple of years, and Monday has allowed us to manage all of our information in one place, which has helped immensely.
Our employees are able to communicate and collaborate with one another on projects in real time, which is awesome. We are definitely more organized than ever before, and never miss a deadline, thanks to Monday.
What is most valuable?
Time tracking has been a godsend. As many of us work remotely, it has allowed us to keep track of our projects and bill clients appropriately.
I also love that everything is happening in real-time and that we are all able to communicate about projects within Monday.
The integrations are fun and useful.
The email notifications of deadlines are super helpful for our organization.
Monday is very customizable, which allows each company to utilize its features in a way that is unique to its needs.
What needs improvement?
Once timers are cleared, there is no way to recover this data. I would love for there to be an option to "undo" or find this time in an archive when accidentally cleared.
I have found that the time trackers are a bit tricky in that if someone else assigns me to a project, the time is tracked under their name, instead of mine. This has been a bit of an issue for us.
I would also like to see a way to customize boards where the columns do not continue all the way down so that each group can be customized independently of one another.
For how long have I used the solution?
I've used the solution for two years.
What do I think about the stability of the solution?
There are some days when Monday does have technical difficulties and it really throws us off our game. We rely pretty heavily on Monday to track our time and tasks. Generally, though, it is pretty stable, and we will continue to use it as long as it keeps being awesome.
What do I think about the scalability of the solution?
If you are asking about the range, it has an excellent range of functions, which I appreciate very much. I love how customizable it is to fit our needs.
How are customer service and support?
The experience with technical support has been good. I have received quick and helpful responses to my questions.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We did not have another solution, really. We were using Excel.
How was the initial setup?
The initial setup was both straightforward and complex. I very much enjoyed setting up and creating all of our work boards. This would be a daunting task for someone who is not interested in this type of work. It can be as complex or simple as you'd like it to be. Our use is more medium-complex as we do use some of the integrations and hidden functions, however, we definitely have more to learn and experiment with.
What about the implementation team?
We handled the solution's set up in-house. I did it myself. I learned as I went.
What was our ROI?
I'm not sure if I have seen an ROI.
What's my experience with pricing, setup cost, and licensing?
The pricing is a bit high, yet still worth it.
I would also advise new users that someone should be responsible for creating and customizing all of the boards to really make the program work for your needs.
They will also want to keep up with the latest webinars and advances in Monday to get the most out of it.
Which other solutions did I evaluate?
I looked briefly at MS Teams, Slack and Asana. They were not compatible with our complex needs.
What other advice do I have?
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.