Hire a Monday.com Expert – Personalized Workflow Setup & Automation
Are you planning to move to Monday.com from another project management software? Or is it the first PM tool your team is about to use for collaboration, and you’re looking for assistance with the initial setup?
Or perhaps you’d like to streamline your current processes in Monday with automation?
I’m Ninel, a workflow architect and integration expert. I help individuals and companies set up and optimize their process flows in Monday.com and other project management tools, and solve various challenges along the way.
On the workflow setup overview page, you can learn more about my experience, certifications, work process and pricing.
This page will highlight some of the services I offer applied to Monday.com. Feel free to contact me with the details of your current situation and what you need implemented in Monday, and we’ll set up a free discovery call.
Workflow specialist for hire – Monday workspace setup and automation
Even when companies operate in the same industry, everyone’s workflows have their own peculiarities. Workspace setup also needs to be tailored to make the most sense for your process, accounting for your particular needs, other tools you’re using, your company culture, and other factors.
Once I get a solid idea of your current flows and requirements on our intro call, I’ll translate them into the workspace setup using best practices and workflow organization principles.
An expert to integrate Monday.com with other tools via Make.com, Zapier or n8n
With the power of integration, the options are limitless. Make (former Integromat) is my go-to integration tool, but if the situation calls for it, tools like Zapier, n8n or another tool of choice could be used.
Monday sales CRM Setup and Workflow Configuration
Monday.com Sales CRM product is based on the functionality of Monday Work Management platform, with some additional features for sales management. In many cases, it makes sense to just have all other boards right in the sales CRM in Monday.
Do you need the sales CRM-specific features in Monday.com, or can your case be handled with the base Work Management product? Contact me and let’s discuss what makes the most sense for your setup.
Client portal setup in Monday with Make.com
A common need is sharing the status of various projects and tasks with the clients without showing all the internal workings.
It’s possible to set up client portals with tools like Softr or Noloco, but a more lightweight solution I came up with is to set up a system of boards/fields which are connected internally and integrated with Make where needed, plus a set of permissions that will only make certain data visible. The “private column” feature of Monday.com helps with that greatly.
Monday.com audit and process improvement by a workflow expert
If you’ve been using Monday.com for some time and want to address the bottlenecks or just make quality-of-life improvements, I can give actionable advice and implement the changes where needed.
Hire a Monday.com consultant for training and team onboarding
Workspace architecture documentation that I write before creating the setup serves as a basis for process instructions document. I’m also addressing any additional questions and feedback the team has, on a call or asynchronously via email.
Monday reporting & dashboard setup
Charts with a snapshot of key workspace information will provide insights into health and efficiency of your workspace, and reporting will help see the trends over time and make informed decisions.
Read more about my workflow setup process.