Trusted by leading brands worldwide
When workflows become complicated, adding more boards isn’t the answer. We help you find what’s causing the friction and use automation, integrations, and AI to make monday.com work better.
We map your process end‑to‑end and rebuild it in monday.com with clear stages, owners, and handoffs, so everyone sees what’s moving and what’s stuck.
We standardize board structures, naming, and templates around how teams actually work, then lock in governance.
We automate the busy work (status changes, reminders, approvals, notifications) so work moves forward without constant chasing.
We connect monday.com to your CRM, support desk, finance, and docs so updates sync reliably, and your team stops copy‑pasting “the truth.”
We fix the underlying data model, define the metrics that matter, and build dashboards leaders can use in real time, not at the end of the month.
We audit your boards, workflows, automations, data, and processes to find issues and identify where AI can improve how your teams work. We then prioritize the changes that can deliver the most value.
We design boards, workspaces, and workflows as to how your teams work. It's all to make complex processes simple, improve visibility, and create a structure that can grow with your business.
Automate updates with AI, not manual updates. We also identify where AI can make workflows smarter, such that it helps your teams reduce repetitive work and keep things moving smoothly.
Decide what should integrate, how often, and where the data should live before building anything. We connect monday.com with your CRM, ERP, data warehouse, and more to create reliable data flows.
We help you evaluate AI use cases, design AI-powered agents, and, where relevant, implement them that can handle repetitive or decision-based work with the right controls in place.
Align fields, statuses, and ownership so your dashboards show what's happening. We build executive views for forecasting, delivery, and other metrics that help make decisions quickly.
Define who can use, change, and manage on your monday.com platform. We set up workspace rules, admin controls and change governance. It keeps your setup structured as you scale.
We provide your teams with practical training and ongoing optimization to improve AI adoption, address new requirements, and keep monday.com aligned with your business as it evolves.
We start with how your business works today, identify where monday.com can do more, and build a practical roadmap for better workflows, automation, integrations, and AI.
We assess your current boards, workflows, and goals to understand what's working and what’s not. We also evaluate your AI readiness to identify where AI can add value.
We turn our findings into a roadmap, prioritizing workflow improvements, automation, integrations, and AI opportunities based on business impact and feasibility.
We translate your priorities into a practical monday.com model. This covers workspace and board architecture, workflows, automations, integrations, and dashboards.
We configure and test the solution in controlled phases. This includes validating workflows, integrations, and AI automations before rolling them out to your teams.
We train your teams and monitor how everything performs. As your business evolves, we continue optimizing your monday.com environment, workflows, and AI capabilities.
Let's assess your current setup, identify workflow obstacles, and identify opportunities to improve automation, integrations, and AI.
Your industry comes with its own processes, priorities, and challenges. We shape monday.com around them to create workflows that are practical and easier for your teams to manage.
Blueprint your revenue-to-delivery flow: pipeline fields, onboarding stages, renewals, and handoffs. Integrate CRM + support signals so CS and leadership see the same story.
Standardize delivery templates, intake, and approvals across teams. Connect time/billing where needed and build capacity + margin dashboards you can actually run reviews from.
Build a clean request-to-launch system: briefs, resourcing, reviews, and approvals. Add version control and doc connections so “final_v7” doesn’t become a strategy.
Set a repeatable client delivery model: scopes, timelines, approvals, and status reporting. Integrate CRM handoffs and automate client updates so account teams stop chasing.
Model orders, production stages, QA checks, and exceptions with clear ownership. Integrate inventory/ERP signals where required and surface throughput + risk on exec dashboards.
Bring request intake, change, and delivery into one operating view. Connect tools like Jira/GitHub and comms channels so work stays auditable—and teams stay out of status meetings.
Everything you need to know about our monday.com AI consultancy. Can't find an answer? Chat with our team.
Yes, of course! As part of our consulting process, we assess how your current data, workflows, and workspace are structured for AI. We identify practical AI use cases, evaluate where AI can add value, and recommend the right capabilities based on your business goals.
Our monday.com consulting services cover everything from workspace and workflow audits to board architecture, automation, integrations, and governance mapping. We also assess your AI readiness and identify where AI can make your workflows more efficient and effective.
Yes, and that’s especially if your existing workspace has become difficult to manage or disconnected from how your teams work. We audit your current setup, find challenges, simplify workflows, improve governance, and look for opportunities for automation and AI.
We start with your operating model, that is, teams, handoffs, reporting needs, and permission boundaries. Then we design a structure that’s easy to scale including consistent naming, reusable templates, and clean data fields.
Yes. We help you identify where monday AI can deliver real business value, prepare your workspace and workflows, and integrate AI capabilities into your existing processes. We also help your teams understand how to use these capabilities effectively and build them into their day-to-day work.
We don’t start with a template. We start by understanding how your teams work, where processes slow down, and what your current monday.com setup is missing. From there, we can design and optimize monday Work Management, CRM, Service, or Dev around your needs with custom boards, dashboards, automation, integrations, and migration.
Yes! For existing monday.com accounts, we begin with a workspace audit. We review your boards, workflows, automations, dashboards, permissions, and integrations to identify manual work, broken or unused automations, unnecessary complexity, and gaps in visibility. You then get a clear set of recommendations and a practical roadmap for creating a cleaner, more automated workspace that can scale with your business.
Yes! We look at your actual workflows, team size, access requirements, automation and integration needs, reporting requirements, and other capabilities. This gives you a recommendation based on how your business will use monday.com and not simply the most expensive tier.
The cost of monday.com consulting depends on the scope and complexity of the engagement. Factors such as the number of teams and workflows, workspace complexity, integrations, automation requirements, and the level of support can all affect the investment. We start with a discovery conversation to understand your requirements, define the right scope, and provide a transparent quote based on your specific needs.
Yes! Our engagement doesn’t have to end once the initial consulting work is complete. We can provide ongoing support and optimization to help you adapt your workspace as your processes change, troubleshoot issues, improve existing workflows, onboard new users, and identify new opportunities for automation and AI.
Self-implementation may seem like the cheaper option, but the cost can add up when the structure is built around disconnected boards, workflows, and automations. Whereas, a monday.com consultant brings the architecture and implementation experience to get the foundation right from the start. We map your workflows, design the right workspace structure, build automations and integrations, and create a system that grows with your business.
We work from an agreed project scope. If a new requirement comes up during the engagement, we document the change, outline its impact on cost and timeline, and get your approval before proceeding. Small adjustments that fall within the agreed scope are handled as part of the project. Anything outside the scope is treated as a formal change request, so there are no unexpected additions to your invoice or timeline.
Talk to our consultants about your current workflows, identify what's holding your teams back, and find the right opportunities for automation and AI.
