About the Hire an Expert category

I am looking for someone based in South Africa to help me set up my projects on Mondays in the way that makes the most sense.

Please contact me urgently.

Hello,

My company is interested in hiring a Monday.com expert to help build an automated revenue recognition board that links to our project-specific boards. If there is anyone that has experience with financial reporting / is an expert at building automations, please let me know.

Thanks!
Rebecca

Hi @RebeccaS - Thanks for reaching out on the community. We have worked with several different financial companies at Polished Geek, and I personally worked for many years at Fidelity Investments. I’d love to chat with you to learn more about your reporting needs and see how we can help. Please use the link below to schedule a time to meet.

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

Book a Consultation with a monday․com expert: Book Polished Geek: more with monday.com

Hey there @RebeccaS and welcome to the monday.com community!

The team at CarbonWeb works with users to tailor their solution component-by-components. We have a ton of experience around automations and are familiar with setting up completely custom systems.

I’d be interested in learning more about your use case and discuss how our team might be able to help. Please schedule with me here if you would like: Consultation - Ricky

Good luck!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi Jack,

We are a small property development company based in New Zealand.

I am looking for an automation to make changes (Changes - assign person, change status and set date) to an existing item when a status is changed.

I am using the following two boards:

Automation test - Master
Automation test - Project 1

Please see attached screenshot of each board.

The Master board shows the high level stage of each project whilst the Project board shows the tasks required for each stage.

As each project progresses the Master board stage status is updated to the next stage and then automatically assign the tasks for the next stage to a person within the Project board (as well as change the Project board status to ‘Not started’ and set a date for completion of the task).

Is there an automation that is able to do this? Or a potential work around that is able to achieve the same result?

Thanks so much!

Callum


Hi @Callum - Yes, I have multiple ideas of how this could be done. I see that you’ve already scheduled a call with us at Polished Geek, so I’m looking forward to exploring this with you soon.

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

Book a Consultation with a monday․com expert: Book Polished Geek: more with monday.com

Hi @Callum,

Just replying here on behalf of @Jack-JTsCloud, I work with Jack to provide solutions with monday.com.

As polish Greek said there are a few ways to achieve this and we can certainly help you out.

Feel free to book in a time with myself here

Look forward to meeting you and resolving this with you.

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Uh oh… that pesky auto-correct turned “Polished Geek” into something vaguely European again, oops!

Fantastic - Thanks Deb.

Looking forward to it.

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Hi Alex,

Thank you for touching base.

I have a meeting with Polished Geek on Wednesday.

If this is unsuccessful I will be in touch.

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Good Day Cristy, I am looking for assistance getting my construction company up and running in Monday. Let’s connect to discuss, my email is marty@martyedwards.ca

Cheers

Hey Tim,

I am looking for assistance getting my construction company up and running in Monday. Let’s connect to discuss, my email is marty@martyedwards.ca

Cheers

Hey there @Martyedwards

Saw your reply and wanted to be sure I sent something to you as well. Welcome to the monday.com community forums! The team at CarbonWeb has worked with a handful of construction/roofing companies to develop some exciting solutions to manage their projects and crews.

I’d be happy to discuss your use case and see how the team might be able to help. If it makes sense to explore further please schedule some time with me here: Consultation - Ricky

Good luck moving forward!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hello,

I am currently looking for a Monday.com expert for an HR consulting firm. We have been using Monday for a few months but we are looking to utilize the platform more efficiently.

You can reach out to me at kwalker@whitelabeladvisors.com

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Hey Kate!

I’d be happy to discuss working with you on getting the most out of monday.com for your HR consulting needs! I’ve worked with a couple HR companies in the past and have some pretty great templates and workflows for us to get started with.

I’ve also worked with companies across many different industries and would love to sit down and discuss your teams specific needs. You can schedule a time here to discuss: Calendly - Tim Little

or feel free to reach out to me directly: tim@timlittletech.com 213-539-4792 I look forward to hearing from you!
Best!

Hi @Kate.Walker

Pleasure to e-meet you.

I have just sent you an email.

Kind regards
Cleopatra Luneburg
upstream

Hello,

We are a small (3-10) person architectural team who have been using Monday for over a year now and are looking for some help with using the platform more efficiently to plan current projects and forecast up coming projects.

Anyone that is able to help please send me an e-mail at toleary@mgdplus.com

Thank you! And we look forward to hearing from someone!

Trevor O’Leary

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Hi @toleary :wave:

I have just emailed you, but am posing here also in case of the email getting filtered.

upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialise in integrations and custom requirements.

Please feel free to return my email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hey @toleary Thanks for reaching out,
I’ve sent you an email, but also wanted to post here to say I have experience working with multiple architecture firms on monday.com.

We are preferred partners with monday.com and have helped many companies across industries get the most out of their monday.com. We believe that businesses with well-defined processes and great software run smoothly, grow quickly, and are FUN to work for. - we would love to help you get going with monday.com

here is my calendar link if you’d like to schedule a free initial consult! Calendly - Tim Little

I look forward to connecting!

Best,
Tim

Hey there @toleary

I am going to send an email now and would be happy to extend this assistance of CarbonWeb. Our team works with monday.com users on a component-by-component basis in order to keep your process and environment flexible and creative. If you’d like to connect and discuss sometime soon you can grab some time with me here: Consultation - Ricky

Good luck as you further develop your monday!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co