Enreap

Partner metadata

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  "shortDescription": "We are a partner in our client’s digital transformation journey.",
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  "shortIntro": "We help clients achieve operational excellence by leveraging our expertise across enterprise software platforms, enabling technology-driven strategies that boost productivity and streamline team operations.",
  "expertiseAndFocus": "monday.com implementation & workflow automation\nAI-driven process optimization\nCustom apps, integrations & AI connectors\nData migration from legacy tools\nDashboards, reporting & governance\nUser training & adoption support",
  "whyWorkWithUs": "Platinum preferred monday.com partner with deep Work OS expertise. We deliver fast implementations, custom automations, AI-powered workflows, secure migrations, and ongoing optimization - helping teams scale efficiently and work smarter.",
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      "description": "<p><strong>Challenge</strong></p><p>Campaign intake was decentralized, causing inconsistent data and unclear classifications. Visibility across 13 channels was limited, and approvals were manual and inefficient. Fragmented workspaces led to overlap and low accountability. Lack of scheduling integration delayed execution, while poor cross-channel collaboration resulted in coordination issues and resource conflicts.</p><p></p><p><strong>Solution</strong></p><p>A centralized intake form streamlined campaign requests and classification. Customized views improved visibility across channels. Automated approval workflows ensured efficiency. Dedicated workspaces enhanced accountability. Campaign activities were auto-generated and scheduled via calendar integration. A cross-channel collaboration workflow enabled seamless coordination and resource sharing, improving overall execution and team alignment.</p><p></p><p><strong>Key features:</strong></p><ul><li><p>Centralized Intake Form</p></li><li><p>Approval and Merge Workflow</p></li><li><p>Custom Views</p></li><li><p>Automated Activity Creation: Campaign activities are auto created in subitems after approving the campaigns.</p></li><li><p>Campaign Management</p></li><li><p>Intake Board Review and Approval</p></li><li><p>Calendar Boards for Schedule</p></li><li><p>Cross-Channel Collaboration Workflow</p></li><li><p>Metrics tracking for various campaign types( SEO)</p></li><li><p>Google Sheet and Jira Integration </p></li></ul>",
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      "id": "fca8a5ec-10aa-4124-8255-788cf9a74eb1",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Marketing Lead Management",
      "impact": "3,156 Man hours saved annually",
      "clientName": "Anteriad ",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/fca8a5ec-10aa-4124-8255-788cf9a74eb1/media/media_1763625714714.png",
      "projectDuration": 2,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>The client was managing campaign lead data in Excel, connected to OB, and manually allocating each lead to managers. They had to create a new Excel sheet every month, run macros every 20 minutes for updates, and manually generate reports. This process lacked automation, real-time updates, and efficiency.</p><p><br><strong>Solution</strong></p><p>Marketing (Lead Management): There is campaign data of leads created in Excel sheet which is connected to OB. We integration with OB via custom development to fetch data from OB to monday board in specific interval. In that board they assign each line item to some Manager and further they track that lead delivery tracking and have visibility on dashboard.</p><p><strong><br>Key Features</strong></p><ul><li><p>We implemented automated lead allocation to managers directly in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>.</p></li><li><p>Set up recurring workflows to handle new monthly data without creating separate files, integrated real-time data sync to remove the need for manual macros, and created automated reporting dashboards for instant insights </p></li></ul>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 3,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT",
        "MONDAY_SERVICE"
      ],
      "createdAt": "2025-11-20T08:01:54.184Z",
      "updatedAt": "2025-11-20T08:02:03.353Z",
      "industries": [
        {
          "id": "2c916e3b-6ffd-4b70-bf8a-bf0c35bfa744",
          "name": "Marketing"
        }
      ],
      "services": [
        {
          "id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
          "name": "Strategy & Planning",
          "description": "Strategic consulting and planning to optimize your processes."
        },
        {
          "id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
          "name": "Automations",
          "description": "Automated workflows that reduce manual work and increase efficiency."
        },
        {
          "id": "ac493459-186f-44c6-bdad-9bfa57384180",
          "name": "Workflow Optimization",
          "description": "Optimize and streamline your existing workflows for maximum efficiency."
        }
      ],
      "testimonials": [
        {
          "id": "8750c032-1fed-4e51-ae9f-115a62181328",
          "useCaseId": "fca8a5ec-10aa-4124-8255-788cf9a74eb1",
          "quote": "We acquired Monday.com licenses through Enreap, who supported us with seamless implementation, integration, and setup. Using Monday.com, we now track campaigns, plan content, assign tasks, and automate approvals. Earlier, siloed collaboration caused bottlenecks and delays, but with Enreap’s integration of our internal tools, we’ve streamlined workflows, improved collaboration, and boosted productivity - saving about 3,156 man-hours annually.",
          "clientName": "Padmashree Ananth",
          "clientTitle": "Senior Director - Digital Revenue Operations",
          "createdAt": "2025-11-20T08:01:54.184Z",
          "updatedAt": "2025-11-20T08:01:54.184Z"
        }
      ],
      "media": []
    },
    {
      "id": "5dd74a24-e484-4556-a6d1-9157deea6bb9",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Migration & Implementation ",
      "impact": "$40,000 Saved Annually",
      "clientName": "Pixis",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/5dd74a24-e484-4556-a6d1-9157deea6bb9/media/media_1763626009406.png",
      "projectDuration": 2,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>Their key challenges include scattered project management across multiple tools and entities, inconsistent data and board structures, limited visibility and coordination, and a heavy reliance on manual, repetitive processes.<br><br><strong>Solution</strong></p><p>We successfully migrated multiple entities from platforms like <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>, Excel, Teamwork's, and Asana into a single unified <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a> instance. The project consolidated workflows, standardized board structures, and automated processes, improving cross-team collaboration, data consistency, and project visibility - enabling all teams to operate efficiently within a centralized project management environment efficient project execution across teams.<br></p><p><strong>Key features:</strong></p><ul><li><p>Multi-source Platform Migration</p></li><li><p>Workflow Consolidation</p></li><li><p>Standardized Board Structures</p></li><li><p>Automation Implementation</p></li><li><p>Cross-entity Integration</p></li><li><p>Centralized Operations</p></li><li><p>Improved Data Consistency</p></li><li><p>Enhanced Visibility and Control</p></li></ul>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 4,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT"
      ],
      "createdAt": "2025-11-20T08:06:48.927Z",
      "updatedAt": "2025-11-20T08:06:56.415Z",
      "industries": [
        {
          "id": "9ea3b891-a709-4fa2-b845-c6cdfc3dc76d",
          "name": "Technology"
        }
      ],
      "services": [
        {
          "id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
          "name": "Automations",
          "description": "Automated workflows that reduce manual work and increase efficiency."
        },
        {
          "id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
          "name": "Data Migration",
          "description": "Seamlessly migrate your existing data from other platforms to monday.com."
        }
      ],
      "testimonials": [
        {
          "id": "058865ce-94dc-4aff-972e-9b6b855b10d8",
          "useCaseId": "5dd74a24-e484-4556-a6d1-9157deea6bb9",
          "quote": "Enreap played a pivotal role in ensuring a smooth migration to monday.com through seamless data transfer, proactive support, and continuous guidance. With monday.com’s robust features and automations, the platform streamlined workflows, enhanced collaboration, and optimized costs, delivering both efficiency and measurable savings for the team.",
          "clientName": "Gopal Gupta",
          "clientTitle": "Head of customer Success",
          "createdAt": "2025-11-20T08:06:48.927Z",
          "updatedAt": "2025-11-20T08:06:48.927Z"
        }
      ],
      "media": []
    },
    {
      "id": "16e3198c-30e9-4350-8ab4-78305f783502",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Salesforce to Monday ",
      "impact": "Speed up sales cycle by 70%",
      "clientName": "Cortico-X",
      "clientLogoUrl": "https://placehold.co/200",
      "projectDuration": 1,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>Following a Salesforce migration, the customer needed to retain existing data structures, including custom fields and workflows. Critical field mapping was missing in the new CRM, affecting data usability. Additionally, there was no visual representation of business processes, as customized boards and views were not yet configured post-migration.</p><p><br><strong>Solution</strong></p><p>Enreap ensured smooth CRM migration by mapping essential custom fields and replicating the customer's existing workflow structure. Tailored board and item views were created to reflect their business processes, enhancing usability and maintaining continuity from Salesforce to the new system while minimizing disruption and supporting user adoption.<br></p><p><strong>Key features:</strong></p><ul><li><p>Field Mapping from Salesforce to Sales CRM</p></li><li><p>Custom Customer Board Views</p></li><li><p>Item Card Views</p></li></ul><p></p><p></p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 5,
      "mondayProducts": [
        "MONDAY_SALES_CRM"
      ],
      "createdAt": "2025-11-20T08:09:29.957Z",
      "updatedAt": "2025-11-20T08:09:34.544Z",
      "industries": [
        {
          "id": "c7792e86-4439-4965-b42a-4d8fe8b946fb",
          "name": "Other"
        }
      ],
      "services": [
        {
          "id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
          "name": "Strategy & Planning",
          "description": "Strategic consulting and planning to optimize your processes."
        },
        {
          "id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
          "name": "Data Migration",
          "description": "Seamlessly migrate your existing data from other platforms to monday.com."
        },
        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        }
      ],
      "testimonials": [],
      "media": []
    },
    {
      "id": "1281d74a-9ef3-4b1e-b507-5e5a36d1d566",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Loan application tracking system ",
      "impact": "$15,000 saved annually ",
      "clientName": "Trinity Finance ",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/1281d74a-9ef3-4b1e-b507-5e5a36d1d566/media/media_1763626387465.png",
      "projectDuration": 1,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>The current process faces challenges due to the lack of a centralized system to track loan applications, resulting in limited visibility and control. Customer loan data is maintained in an unstructured manner, making documentation difficult to manage and retrieve. Additionally, communication between customers and dealers remains inefficient, leading to delays and gaps in the overall loan process.</p><p><br><strong>Solution</strong></p><p>To support the dealership's need for efficient loan application tracking, we implemented a customized Dealership Loan CRM. This system enables streamlined management of customer loan applications from initial request to final processing. A structured item card view was designed to organize key loan information into clearly defined sections, improving data accessibility and clarity for users. Additionally, the Email &amp; Activity section was configured with predefined email templates, allowing the team to send timely, consistent, and professional communications to both customers and dealers directly from within the CRM. This solution enhances operational efficiency, improves communication workflows, and ensures better visibility into the loan application process.<br><br><strong>Key Features</strong></p><ul><li><p>Dealership Loan CRM Configuration</p></li><li><p>Interaction with Customer using Emails &amp; Activities and Communication with Vendors via Automations</p></li><li><p>Email Templates in Email &amp; Activity Section</p></li></ul><p></p><p></p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 6,
      "mondayProducts": [
        "MONDAY_SALES_CRM"
      ],
      "createdAt": "2025-11-20T08:12:34.637Z",
      "updatedAt": "2025-11-20T08:13:15.146Z",
      "industries": [
        {
          "id": "b4ef7924-9a07-4815-ba2b-608d8948eb46",
          "name": "Financial Services"
        }
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        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        },
        {
          "id": "ac493459-186f-44c6-bdad-9bfa57384180",
          "name": "Workflow Optimization",
          "description": "Optimize and streamline your existing workflows for maximum efficiency."
        },
        {
          "id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
          "name": "Training & Enablement",
          "description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
        },
        {
          "id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
          "name": "Automations",
          "description": "Automated workflows that reduce manual work and increase efficiency."
        }
      ],
      "testimonials": [],
      "media": []
    },
    {
      "id": "0aea57a1-dfac-49f3-8180-8ca2cd5ec3b2",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Project Management & CRM",
      "impact": "300 hours saved per month; 3,600 hours saved annually",
      "clientName": "Cleantech Industry Resources ",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/0aea57a1-dfac-49f3-8180-8ca2cd5ec3b2/media/media_1763626674926.png",
      "projectDuration": 2,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>Manual effort and high error risk when consolidating tasks from 200+ client boards into departmental boards. Lack of centralized visibility across multiple departments. Difficulty in maintaining data accuracy  between boards. Complex quote (TCF) generation process due to scattered subitem structures.<br><br><strong>Solution</strong></p><p>A structured PMO framework was implemented to support centralized project oversight. Automated roll-up features aggregated key data - task status, owners, delays- into a single Portfolio Board. This enabled real-time visibility and monitoring, enhancing stakeholder decision-making, accountability, and efficient resource planning across multiple projects within the organization.</p><p><strong><br>Key Features </strong></p><ul><li><p>Automated 2-way sync between individual client boards and departmental boards based on department tags.</p></li><li><p>Custom scripts to handle bulk synchronization from 200+ boards into a centralized Project Master board. Advanced subitem creation workflows to link with project master board.</p></li><li><p>Centralized dashboard and reporting for task roll-up, progress tracking, and performance metrics.</p></li></ul><p></p><p></p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 7,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT",
        "MONDAY_SALES_CRM"
      ],
      "createdAt": "2025-11-20T08:17:54.465Z",
      "updatedAt": "2025-11-20T08:18:02.075Z",
      "industries": [
        {
          "id": "c7792e86-4439-4965-b42a-4d8fe8b946fb",
          "name": "Other"
        }
      ],
      "services": [
        {
          "id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
          "name": "AI Enhancement",
          "description": "Leverage AI to enhance your workflows and automate complex processes."
        },
        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        },
        {
          "id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
          "name": "Integrations",
          "description": "Connect monday.com with your existing tools and third-party applications."
        }
      ],
      "testimonials": [],
      "media": []
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    {
      "id": "a8c6e883-5fc3-4332-a6ff-0197f889daf2",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Work Management ",
      "impact": "$ Saved Annually = $28,000",
      "clientName": "Children's Investment Fund Foundations ",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/a8c6e883-5fc3-4332-a6ff-0197f889daf2/media/media_1763626892226.webp",
      "projectDuration": 1,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>The organization faced challenges in tracking recurring tasks, ensuring accountability, and maintaining timely updates, resulting in inefficiencies and missed deadlines. There was a lack of automation, real-time visibility, and structured follow-ups. A scalable solution was needed to streamline task scheduling, assignment, progress tracking, and performance monitoring through automation and dashboards.</p><p><br><strong>Solution</strong></p><p>We implemented an automated task scheduling and tracking system with recurring task creation, owner assignment, and daily progress updates. Automated notifications ensured timely follow-ups, while real-time dashboards provided visibility into task status and performance. Workflow automation reduced manual effort, improved accuracy, and enhanced overall task management efficiency across the organization.</p><p><strong><br>Key features:</strong></p><ul><li><p>Recurring Task Automation</p></li><li><p>Owner Assignment Automation.</p></li><li><p>Daily Progress Update Capture</p></li><li><p>Automated Notifications</p></li><li><p>Real-Time Dashboards</p></li><li><p>Workflow Automation</p></li></ul>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 8,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT"
      ],
      "createdAt": "2025-11-20T08:21:31.701Z",
      "updatedAt": "2025-11-20T08:21:42.132Z",
      "industries": [
        {
          "id": "37882bf0-a74c-4fdf-ba03-c316d7f771d4",
          "name": "Non profit"
        }
      ],
      "services": [
        {
          "id": "ac493459-186f-44c6-bdad-9bfa57384180",
          "name": "Workflow Optimization",
          "description": "Optimize and streamline your existing workflows for maximum efficiency."
        },
        {
          "id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
          "name": "Data Migration",
          "description": "Seamlessly migrate your existing data from other platforms to monday.com."
        },
        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        }
      ],
      "testimonials": [],
      "media": []
    },
    {
      "id": "ea48f0ee-c1e4-46a2-bcd1-f9e3e4df631d",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Project and Program Management",
      "impact": "35% faster project setup time",
      "clientName": "Matix Fertilizers ",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/ea48f0ee-c1e4-46a2-bcd1-f9e3e4df631d/media/media_1763627119694.jpeg",
      "projectDuration": 1,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>The project faced initiation delays, manual board creation, inefficient task management, and poor integration with execution tracking. Solutions included automating project initiation via standardized forms, conditional board creation by category, dynamic board customization by managers, and linking projects to a centralized Execution Tracker for improved visibility, alignment, and monitoring..</p><p><br><strong>Solution</strong></p><p>Project initiation was streamlined using a standardized request form. Automated board creation based on project category reduced manual effort. Project Managers gained flexibility with customizable boards. A defined workflow linked projects to an Execution Tracker, enabling centralized monitoring, enhanced transparency, and alignment across all phases of the project lifecycle.<br></p><p><strong>Key Features</strong></p><ul><li><p>Owner Assignment Automation &amp; Daily Progress Update Capture</p></li><li><p>Recurring Task Automation</p></li><li><p>Automated Notifications</p></li><li><p>Real-Time Dashboards &amp; Workflow Automation</p></li><li><p>Improved Tracking and Reporting</p></li><li><p>Enhanced Efficiency and Timeliness</p></li></ul><p></p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 9,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT"
      ],
      "createdAt": "2025-11-20T08:24:44.713Z",
      "updatedAt": "2025-11-20T08:25:21.495Z",
      "industries": [
        {
          "id": "d3b79a4a-5530-4453-9356-4213e130f76d",
          "name": "Manufacturing & Warehousing"
        }
      ],
      "services": [
        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        },
        {
          "id": "ac493459-186f-44c6-bdad-9bfa57384180",
          "name": "Workflow Optimization",
          "description": "Optimize and streamline your existing workflows for maximum efficiency."
        }
      ],
      "testimonials": [],
      "media": []
    },
    {
      "id": "2ec6c360-3b53-49fc-a236-ed05640169af",
      "partnerId": "6c9485fc-f04e-4f75-9db4-55130b5a42ae",
      "name": "Agile Sprint Backlog Automation & Execution Tracking",
      "impact": "15+ project epics auto-generated, 30+ sprints tracked, 7 Agile teams enabled",
      "clientName": "Criterion Tech",
      "clientLogoUrl": "assets/partners/6c9485fc-f04e-4f75-9db4-55130b5a42ae/usecases/2ec6c360-3b53-49fc-a236-ed05640169af/media/media_1763627363051.jpeg",
      "projectDuration": 1,
      "projectDurationType": "MONTH",
      "description": "<p><strong>Challenge</strong></p><p>Lack of automated backlog grooming and sprint task scheduling, leading to excessive manual intervention.</p><p>Absence of clear product owner / task owner assignment within user stories and epics, impacting sprint <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://delivery.Limited\">delivery. Limited</a> visibility into task progress and performance → No real-time scrum board or burn-down chart tracking for sprint progress and team velocity. Missing stand-up meeting alignment and lack of integrated story status updates within the sprint backlog.</p><p><strong><br>Solution</strong></p><p>We implemented an Agile Project Management solution for Criterion Tech on <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>, streamlining project initiation via an Incoming Project Request Form (backlog intake). Approved requests auto-generate project boards (epics) categorized by type. Project Managers break down work into stories and tasks, plan sprints, and track progress through a centralized Execution Tracker. With real-time dashboards, regional workspaces, and program-level visibility, the solution improves velocity, enhances collaboration, and enables adaptive, incremental delivery across teams.<br><br><strong>Key Features</strong></p><ul><li><p>Improved Tracking and Reporting</p></li><li><p>Enhanced Efficiency and Timeliness</p></li><li><p>Real-Time Dashboards</p></li><li><p>Project Workflow Automation</p></li><li><p>Smooth transition from backlog to sprint planning</p></li><li><p>Automated story assignment and workflow updates.</p></li><li><p>Burn-down charts, velocity tracking, retrospectives.</p></li><li><p>Faster incremental releases, fewer sprint spillovers.</p></li><li><p>Unified view of epics, dependencies, and roadmaps.</p></li><li><p>Agile program management</p></li></ul><p></p><p></p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 10,
      "mondayProducts": [
        "MONDAY_DEV"
      ],
      "createdAt": "2025-11-20T08:29:22.557Z",
      "updatedAt": "2025-11-20T08:29:31.279Z",
      "industries": [
        {
          "id": "9ea3b891-a709-4fa2-b845-c6cdfc3dc76d",
          "name": "Technology"
        }
      ],
      "services": [
        {
          "id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
          "name": "Automations",
          "description": "Automated workflows that reduce manual work and increase efficiency."
        },
        {
          "id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
          "name": "AI Enhancement",
          "description": "Leverage AI to enhance your workflows and automate complex processes."
        },
        {
          "id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
          "name": "Strategy & Planning",
          "description": "Strategic consulting and planning to optimize your processes."
        },
        {
          "id": "ac493459-186f-44c6-bdad-9bfa57384180",
          "name": "Workflow Optimization",
          "description": "Optimize and streamline your existing workflows for maximum efficiency."
        },
        {
          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
        }
      ],
      "testimonials": [],
      "media": []
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      "name": "Retail Store Opening Automation",
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      "clientName": "Arvind Fashion ",
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      "description": "<p><strong>Challenge</strong></p><p>The client was managing their entire New Store Opening process using Excel spreadsheets, involving multiple stakeholders and heavy back-and-forth communication. This caused difficulty in tracking delays, lack of transparency, and frequent slowdowns due to multiple task dependencies and manual coordination.</p><p> </p><p><strong>Solution</strong></p><p>Created custom automation, while creating a new project/store request assign 75 member in people column on specific criteria. Delivered Project Management for there liner task across multiple milestones which is multi dependencies with multiple approval process. Confirme File upload validation. Configure conditional coloring to highlight critical tasks. </p><p><strong><br>Key Features</strong></p><ul><li><p>We implemented automated stakeholder assignment based on predefined criteria for each new store/project request.</p></li><li><p>Configured multi-stage approval workflows, managed complex task dependencies across multiple milestones, added file upload validations, and applied conditional colouring to flag critical tasks.</p></li><li><p>Stakeholders gained real-time visibility into project progress, enabling faster decision-making and smoother execution of multiple store openings simultaneously.</p></li></ul>",
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      "name": "PMO + CRM Workflow Automation",
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      "description": "<p><strong>Challenge</strong></p><p>Disconnected tools and spreadsheets leading to data silos between PMO, CRM, and research teams.</p><p>Difficulty in tracking timelines, milestones, and dependencies across multiple studies.</p><p>Lack of a centralized system for participant data, approvals, and document sharing.</p><p><br><strong>Solution</strong></p><p><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> enabled ISG team  to centrally manage Research Studies by integrating PMO oversight with CRM workflows. It offers real-time visibility, task dependencies, document management, and CRM integrations, reducing manual work and improving collaboration. This ensures faster execution, better transparency, and seamless stakeholder communication across all studies. </p><p><strong><br>Key Feature </strong></p><ul><li><p>Custom Workspaces &amp; Boards for each research study with phases like Planning, Data Collection, Analysis, and Reporting.</p></li><li><p>Dependencies &amp; Timeline Views to track tasks, milestones, and approvals across studies.</p></li><li><p>Document &amp; File Management directly in boards for protocols, ethics approvals, and reports.</p></li><li><p>Automations for reminders, status changes, and follow-ups with participants or clients.</p></li><li><p>Dashboards for PMO to monitor all studies in one place, with KPIs and deadlines.</p></li></ul><p></p>",
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      "name": "ARR Forecasting Automation",
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      "clientName": "The Math Company",
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      "description": "<p><strong>Challenge</strong></p><p>Lack of built-in forecasting capabilities for the Deals Pipeline. No mechanism to automatically calculate ARR (Annual Recurring Revenue) based on deal stage and forecasted month. Manual and error-prone tracking of business forecasts. Inability to generate scenario-based projections for revenue planning.</p><p><br><strong>Solution</strong></p><p>The client lacked a built-in way to forecast ARR in their Deals Pipeline, particularly when deals reached Won or Evaluation stages. <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a> was customized to introduce automated forecasting logic, allowing users to define parameters such as deal stage, ARR value, and forecast month. This solution generates accurate, scenario-based revenue projections directly from the pipeline. As a result, the client can plan more effectively, save time on manual calculations, and make data-driven decisions with greater confidence.<br><br><strong>Key Features</strong></p><ul><li><p>Automated Forecasting Logic: Custom workflow to calculate ARR when deals reach Won or Evaluation stage.</p></li><li><p>Forecast Month Tagging: Ability to assign a specific forecasted month to each deal for future revenue mapping.</p></li><li><p>Dynamic Parameter Setting: Users can define parameters (e.g., deal stage, ARR value, forecast month) to control how forecasting is calculated.</p></li><li><p>Scenario-Based Output: Generates results according to different predefined scenarios for accurate business projections.</p></li><li><p>Accurate Revenue Planning: Eliminates guesswork and ensures reliable ARR projections.</p></li><li><p>Time Savings: Automates calculations that previously required manual effort.</p></li></ul>",
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}