We are a creative agency team of 2-4 people (sometimes more based on our workload) designing and building websites, visual identities, creative / interior concepts and more. We’ve created workspaces for 2 main “retainer” type clients and another workspace for web design build. We need help developing a workflow for client change requests, project / profit and loss, develop a weekly workflow.
We are not new to this and have been using Monday for at least 5-6 years but only recently have created standard operating procedures that we can follow every time. We’ve done a lot of the heavy lifting but need an expert to really setup these boards in a way that makes sense to our process and remote working.
We’ve already tried this one with someone who could not deliver. Hopefully you can!? Thank you in advance.
I am certified monday.com professional being there on the platform for last 4 years now . If you would like to connect and dicuss further on this. You can reach out at aquibcs@outlook.com
We have implemented solutions for a number of digital marketing/advertising companies in the past and would be happy to review your requirements.
A little about us, we are a certified monday.com implementation partner and have been helping customers in a variety of industries get up and running and also optimize their current solutions. Everything we do is monday! We are also skilled in external integration programs such as make.com to get the most out of your monday solution but also integrate seamlessly with all your other apps. Each of our Llamas are skilled in Development, Analysis, Project Management and Training.
We like to start with a complementary discovery session to go through your requirements, but also to ensure we are the best possible fit. If you would like to continue you can book your preferred time here: Book A Discovery Session - Green Llamas Consulting. If you can’t find a time that works for you feel free to let us know and we will do our very best to accommodate you personally.
Glad to hear you are looking to make the most out of monday!
I am sure our team at thespelas.com can help you out. At thespelas.com we’re an Official and Authorized monday partner with over 5 years of individual experience on the platform , and we have worked with various Advertising, Marketing and Branding companies in the past.
We are experts at providing customized solutions tailored to each of our client’s needs, implementing complex integrations via Make.com with any other platforms you might use, creating time-saving automations and simple to understand and to use workflows.
Please do schedule a Free Consulting Session with us here so we can better discuss your vision and requirements .
I sincerely hope our services can be of use to you!
Cheers,
Giannis, Implementation Consultant at thespelas.com
Thank you for your response Aquib. What kinds of experience have you had with the following items required for this job?
will require high level thinking / understanding the way we’ve set everything up + as well as + reviewing, modifying and potentially entering in data to make sure that everything is setup properly to analyze and make reccomendations.
creating a profit and loss dashboard for each project and all jobs in the cue (this means profit and loss per job also profit and loss for all jobs with 6 months to 1 year projection)
measuring resources to make sure we have enough people to complete a job on time
time management: making sure we are on top of planning new web design build projects so that we are accurately predicting workload and mange client expectations
review our current weekly workflow and make suggestions for how things can work easier (We already have a basic setup
at this time we have 3 different configurations/ operating procedures: Website design build, Website Design Request (change of work order), Retainer client / ongoing work and we also take on special projects that have their own operating procedure. Do you have experience with these types of workflows and can you review our current method and make suggestions?
What kinds of experience have you had with the following items required for this job?
will require high level thinking / understanding the way we’ve set everything up + as well as + reviewing, modifying and potentially entering in data to make sure that everything is setup properly to analyze and make reccomendations.
creating a profit and loss dashboard for each project and all jobs in the cue (this means profit and loss per job also profit and loss for all jobs with 6 months to 1 year projection)
measuring resources to make sure we have enough people to complete a job on time
time management: making sure we are on top of planning new web design build projects so that we are accurately predicting workload and mange client expectations
review our current weekly workflow and make suggestions for how things can work easier (We already have a basic setup
at this time we have 3 different configurations/ operating procedures: Website design build, Website Design Request (change of work order), Retainer client / ongoing work and we also take on special projects that have their own operating procedure. Do you have experience with these types of workflows and can you review our current method and make suggestions?
What kinds of experience have you had with the following items required for this job?
will require high level thinking / understanding the way we’ve set everything up + as well as + reviewing, modifying and potentially entering in data to make sure that everything is setup properly to analyze and make reccomendations.
creating a profit and loss dashboard for each project and all jobs in the cue (this means profit and loss per job also profit and loss for all jobs with 6 months to 1 year projection)
measuring resources to make sure we have enough people to complete a job on time
time management: making sure we are on top of planning new web design build projects so that we are accurately predicting workload and mange client expectations
review our current weekly workflow and make suggestions for how things can work easier (We already have a basic setup
at this time we have 3 different configurations/ operating procedures: Website design build, Website Design Request (change of work order), Retainer client / ongoing work and we also take on special projects that have their own operating procedure. Do you have experience with these types of workflows and can you review our current method and make suggestions?
This sounds like a very exciting use case and one that the team at CarbonWeb is very familiar with. Before we were monday.com Channel Partners we were a digital marketing agency producing websites, digital ads, social media management, and more! We were able to translate our process to monday.com and now have been able to share that with users in a similar space.
If it makes sense to connect I would welcome a meeting between us where we can discuss all the points you have made in additional comments on this thread. If you’d like to do that, please schedule with me here: Consultation - Ricky
I think I have already delivered such solutions to my previous customers but to be more specific, I would like to connect and discuss the entire usecase , the current workflow you have .
Thank you for your detailed answer regarding the requirements for this job.
Our team has extensive experience in high-level thinking and understanding of complex systems and processes, making recommendations according to business best practices.
We have created numerous profit and loss dashboards for various projects and jobs, including projections and close probabilities.
We can implement in our solution processes to ensure that there is enough personnel to complete projects on time.
Our team has a proven track record in time management, quite accurately predicting workload and ensuring clients have proper expectations.
We are adept at reviewing and optimizing workflows, including those with multiple configurations and operating procedures.
While our team may not have direct experience with website design/building processes, we have extensive experience in process improvement and optimization. We can certainly review your current workflows for website design build, website design request, retainer clients, ongoing work, and special projects, and make suggestions for how to differentiate each procedure and streamline the overall process.
We would be very happy to schedule a call, please do so by choosing a time of your liking from here , or alternatively contact us at info@thespelas.com if these available time slots do not work for you so we can do our very best to accommodate you.
Greetings @commonspaced and welcome to the community!
At upstream, we are proud to offer our expertise as Platinum Partners, monday.com Preferred Partners, and the APAC Partner of the Year for 2020.
We are also thrilled to announce that we have recently been awarded the 2022 Professional Partners of the Year award. Our company is based in Australia, but we have a dedicated and experienced global staff network that can meet your needs.
Our Solutions Engineers and full stack Development Team specialise in integrations and custom requirements, and we are confident in our ability to provide valuable support to your organisation. To schedule a meeting, you can email us directly at peta@upstreamtech.io or book a meeting with us through the link provided below. We look forward to discussing your objectives and finding ways to help you achieve your goals.
By setting up boards and automated workflows using monday com, you can streamline as many business processes as possible. With visual workflows, you can also easily keep track of evolving client change requests, visualize profit and loss statements, and allocate resources efficiently. Moreover, Board development helps you group and categorize processes like recording client requirements, tracking project status, and analyzing each team employee’s efficiency.
If you’re looking to implement boards and workflows in monday com, it is effective to hire monday.com consultants from a recognized company. With deep technical expertise, consultants can create customized workflows, automate processes, and improve agility.
Hi Jon, I’m wondering if you ended up finding a consultant you liked and would recommend. I’m a video producer and am working on creating a workflow for a small video production team within a corporation.
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