What is our primary use case?
We are a sales training company, and the instructional design and creative teams use Monday to keep projects on track, moving from design, to review, to proofing and communicating internally throughout the project.
We have also started using it with the marketing department, and hope to move the entire company on it by the end of 2022. We have an internal team that is using Smartsheets, so we might use a third-party integration to get the two platforms to talk to each other. However, Monday is more fun.
How has it helped my organization?
It has saved a million emails from flying into our inboxes. With multiple team members on multiple teams through the complicated process of designing a curriculum, this has really created a single place for file sharing, project management, and communication and also gives me an opportunity to have a high-level look at all the work that is happening in the department.
I cannot imagine operating without it. Additionally, since it is so user-friendly, most people can get the hang of it after a day or so.
What is most valuable?
Automation is great. We have mastered the automation and find it incredibly helpful. I personally like the ability to color-code and create our own labels for things. This way everyone can organize a system that works for them.
Additionally, the dashboards and the llamas might be my favorite part. We have even adopted the llama as our marketing department mascot and have some stuffed llamas around.
I like that it integrates with Slack. I keep the notifications off of my email and just hear them in Slack to keep my day from getting too chaotic.
What needs improvement?
We'd like to see cross-board automation. My marketing department has a board for the content writer and uses that content to pull into the email and social media calendars. She has not been able to figure out a way to make the two boards talk to each other. That can be a user error on our part, however, if it is not, having the two boards' ability to link - like when one project is completed off a board it gets updated and moved to the new board - sort of like a cross-departmental function within the platform
For how long have I used the solution?
I've used the solution for over a year.
What do I think about the stability of the solution?
Over the past couple of weeks, we have noticed a couple of days where Monday was down. Other than that it has been fairly reliable.
What do I think about the scalability of the solution?
It is easily scalable; we have done it ourselves.
How are customer service and support?
We haven't needed their help at all.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We used Trello and I did not like the interface at all.
How was the initial setup?
The initial setup is easy.
What about the implementation team?
We handled the solution in-house.
What was our ROI?
Productivity is hard to measure, however, I would say I am satisfied.
What's my experience with pricing, setup cost, and licensing?
The pricing for us is secondary to just getting something that will work the best for our team.
Which other solutions did I evaluate?
Our creative director reviewed Smartsheets as well.
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.