Hello, we are a manufacturer who has been using Monday.com at a basic level over the past few years. We’re looking to upgrade our workflows and create a set of inter-connected boards for new orders that come into our company. The thought is to have a “Master” board where new orders originate, and then separate boards for purchasing and scheduling.
When new orders are keyed we have to relay an estimated completion date to the customer. Our scheduler also has to “rough cut” something based on these assumptions. Inevitably there are supply chain delays which cause a ripple effect from re-shuffling the schedule to alerting the customer. The primary goal of this project is to get sales → procurement → scheduling in alignment across several boards.
I’ve noodled around trying to make something work, but am running into roadblocks each time I re-design the board because of the nuances of our business. We look forward to hearing from anyone who has worked on a similar project before. Thank you!
Hi @James_D and welcome to the community! You have certainly come to the right place as there are many fantastic resources around to assist.
We have helped numerous clients with this kind of development in the past and many recently utilizing a master/child board technique which makes reporting and analytics a much easier task in monday. Of course every business is different so getting a better understanding of your processes and workflows would be important.
We would love the opportunity to discuss this with you, feel free to DM me here or shoot me a message at info@greenllamas.com.
Also, check us out online to learn more about what we do!
Welcome to the community! My team and I have previously designed and implemented multiple set ups like you described for our clients.
I’ve specialised in Monday.com for three years now and love the software! I also have a background in management and projects, allowing me to streamline my clients’ processes with ease! On my team, I also have another Monday specialist, project manager and a developer/Zapier expert, so you will never have to wait for answers.
I offer a complimentary 1-hour initial meeting to review your current set up, and I can show you options going forward. You can book a session through this link(Calendly - Elena Korolkova (Kick Consulting)). If you can’t find suitable time, let me know and I can shift a couple of things around.
There are so many great monday.com partners.
If you would like to hear what our team at IO Integration has to offer, just send an email and we can do an intro call. We love talking to people about monday.com and helping them get the most out of the platform. jenna.mackillop@iointegration.com
Hi James,
If you are still on the lookout for some help, feel free to reach out to me as what you are wanting is well within my skill set.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew