Hi all. We are a professional services organisation of around 30 people, and have been using Monday as Enterprise users for around two years. Over that time it has gradually become our entire WorkOS. It started off as just a project management template, but quickly grew into the platform for our entire business: CRM, projects, resource booking, staff directory, etc etc.
We went from having everything scattered across multiple platforms, to bringing everything into Monday. A lot of the processes and use cases were not clearly defined before we started, and as we went along, we kept “bolting on” new functionality to work with our existing schema. The result is that now, things are quite messy and hard to administer. So I am in the process of recreating our schema to ensure that it is scalable, robust, and user-friendly.
I am looking for advice on a general methodology for how the data should be structured. I pulled our boards and columns into Gephi and visualised their connections, and the result is a tangled mess. Some of our problem lies in the fact that we followed Monday’s advice for project management and designed low-level boards for each project, which then required other apps like rollup multiple boards, general caster, etc to be able to summarise this info in one place. Each project and its budget need to be painstakingly linked to summary boards and budget boards row by row. This creates a significant administrative overhead when setting up a new project, and complicates dashboarding. We also have different views that filter out certain columns for each type of user to see the info they want, but then the main view is just a disparate collection of columns which don’t make a lot of sense together.
I am beginning to think that some of Monday’s advice on how to achieve certain use cases does not take into account the scalability of data and administration, and that the concept of a “workflow” and a “database” are quite different. If you want cleanly structured data, you should focus first on that, and then use automations, mirror columns, and other apps sparingly to avoid the scope creep and messiness that we are now experiencing.
Has anyone gone through this process of completely redesigning their environment to clean it up, and do you have any insight into what general data design principles to follow? Interested to hear everyone’s thoughts.