Looking for Expert to review our Monday.com setup and make suggestions or changes

We are a custom wood product manufacturer. We have been using Monday.com for a few years now, and we have (in my mind) a complicated maze of processes for tracking customers (CRM) to design, purchasing and production process. We use the updates and info box extensively for information about the projects and status updates. We are looking for an expert to review our layout and make suggestions for changes and improving efficiency. I think there are a lot of capabilities in monday that we don’t understand or utilize.

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Hey there @WoodDesign and thanks for reaching out to the monday.com community forums!

This sounds like an interesting project and I’d be interested to see how the team at CarbonWeb could assist you in looking everything over. Our team works in a component-by-component style and have done quite a few implementations around CRM and inventory/project management.

If you would like to grab some time and discuss please do so here: Consultation - Ricky

Good luck as you get your monday.com environment optimized!

Best regards,

Ricky Tomer

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

Hello @WoodDesign, I have 30 years experience in the wood manufacturing and cabinet industry and have implemented Monday.com for order processing, manufacturing, notifications, order status, customer onboarding, order tracking, among other aspects for the cabinet industry. I would be interested and if you want you can email me at chadnantz@coachingmonday.com

Hi @WoodDesign :wave:

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

If you are still looking for a partner we would love to talk to you about your monday.com needs.
Please email jenna@iointegration.com if you’d like to have an intro call with us. Best of luck with monday.com!!

Hey @WoodDesign

Welcome to the community! You are in the right place to find someone. My name is Kaya with Kick Consulting. We are a Silver Partner with monday.com and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of monday.com knowledge. We would love to help you optimise your monday!

We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kick Consulting

Hi @WoodDesign

First of all, I would like to say that you have made a great decision by choosing monday .com over other project management tools. Since you have been using monday Work OS for a few years but struggling to make the most of it, I would recommend you partner with a monday consulting expert. When you associate with certified monday partners, they will review your layout and setup meticulously and provide valuable suggestions for improving efficiency.

Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email : info@damcogroup.com