We improve the process first - then optimise monday.com so it's quicker to use, easier to manage and gives you better visibility
If your monday.com setup has grown arms and legs - too many boards, inconsistent workflows, duplications and dashboards you don’t trust - you’re not alone. We’re monday.com specialists and business process improvement experts, so we’ll streamline the way work flows first, then optimise monday.com to match.
What you get:
A simpler, cleaner monday setup that’s easier to use day-to-day
Fewer manual steps (with sensible automations doing the admin)
Dashboards you can actually trust
Clearer ownership and handovers across the team
A structure that stays tidy as you grow
We offer flexible packages, tailored to suit your needs and budget.
All of our work is done on a fixed fee basis.
Book a discovery call for a quick chat to see how we can help.
What's broken. What we change. What improves.
What's included in our monday.com optimisation packages
Every optimisation project starts with analysing your current workflows and business goals, so the solution we deliver boosts efficiency, reduces manual admin, and gives leaders reliable data for decisions.
Every build is tailored, but a typical monday.com optimisation project includes:
1) Workflow and board tidy-up
Streamline stages/statuses so they reflect reality
Remove duplication and unnecessary columns
Make ownership and next steps obvious
2) Automations to remove manual chasing
Reminders when items need chasing
Automatic task creation on handover
Notifications that go to the right people
3) Dashboards and reporting
Board structure cleaned so dashboards report on the right data
Key dashboards built around the numbers you actually need
Simple checks so your dashboards stay accurate
4) Adoption & handover
Tailored training session for the whole team
Clear guidance so everyone uses the platform in the same way
A structure that stays clean as you grow
How We Deliver
Stage 1: In-depth discovery
As business improvement specialists, we look at what’s happening today, where things are getting stuck, and what to simplify first.
A quick audit of boards, workflows and pain points
Agree what “good” looks like (and what you need visibility on)
A short list of practical improvements before we build
%20(5)_edited.png)
What a 'good' monday setup looks like
A strong setup usually has :
A clear structure with the correct number of boards for your business requirements
Simple, consistent statuses that mean the same thing to everyone
Clear ownership so it’s obvious who’s responsible for the next step
Smooth handovers between people and teams
Clean data so dashboards and reporting are reliable
Business Benefits You’ll See:
Less chasing and fewer things slipping through the cracks
Less admin (and more time back for the team)
More visibility across work and workloads
Better decision-making, because the numbers are trustworthy
A setup that stays manageable as you grow
If you've never used monday.com, we can set everything up for you from scratch.
FAQ
Do you rebuild everything from scratch?
This is decided on a case by case basis. Sometimes starting from scratch makes it easier for everyone involved. If there are boards that are working well, we'll of course keep those and maybe make some quick tweaks
What if we’ve got loads of boards already?
Don't worry, that’s really common. We’ll identify the “core” boards that matter, reduce duplication, and make sure the structure supports reporting.
Can you improve our process as well as the monday setup?
Yes - that’s a big part of optimisation. We’ll simplify stages and handovers first, then build monday.com around a process the team can actually follow..
Do you work with monday.com CRM or monday.com Work Management?
Both - we'll recommend the best approach based on your business requirements.
What if the monday.com subscription isn't the right one for us?
Once we understand your business requirements, we will recommend which product to use. We only recommend changing to another monday.com platform or upgrading if it's critical to your business needs.
If you've not yet used monday.com, you can trial it here.
How long does it take?
Most of our projects are delivered in weeks, not months. Exact timing depends on scope, stakeholders and data cleanliness.
Can you help with email integration? It's just not syncing for us.
Yes, we can make sure this is set up correctly.
Can you help / fix integrations of 3rd party software with monday.com?
Yes, we work with our in-house technical team for any 3rd party software integrations so they are set up correctly for your business needs.
Will we get dashboards and reporting as part of the package?
Yes - and we’ll make sure the data structure supports accurate reporting, not just nice visuals.
Can you help sort out permissions and visibility? Staff are seeing things they shouldn't
We’ll set up the correct permissions so the right people can see the right things, without making the system hard to use and is easy to scale as the business grows.
How much do you charge?
We work on a fixed fee basis so there are no hidden costs or extras you will need to worry about. Our optimisation packages are packaged on the number of workflows we need to optimise and start from £4,500 + VAT.
What if we want to add more later (e.g. project management, 3rd party integrations)?
No problem - we can phase it. Most projects start with a solid foundation and then we can scope & deliver further requirements.
Do you offer ongoing support after launch?
Yes - if you want us on hand for improvements, tweaks, and keeping everything tidy, we can support you on an ongoing basis through our retainer packages.
Can you migrate existing data?
Yes. We'll either import from spreadsheets or clean up what's already in monday.com. Depending on the complexity of the data, we will quote separately for this so all costs are upfront and transparent.
If you can't see the answer to your question, please email us at hello@theworkflowpeople.co.uk and we'd be happy to answer.
