MAKEITFLOW
★ 5
About MAKEITFLOW
We are a certified monday.com agency with 8+ years of experience with the platform. We help businesses stuck with spreadsheets & inefficient processes transform their work, make operations smoother, faster & ready to scale.
Expertise & focus areas
We specialize in turning disconnected workflows into organized systems. Our expertise covers full implementation, advanced automations, training, and 3rd-party app integrations.
Why work with us
We prioritize simplicity and adoption. A system only works if your team uses it. We design with the end-user in mind, ensuring your setup is powerful enough for management but easy enough for daily use.
Reviews
No reviews yet.
Partner metadata
Listing updated: December 15, 2025{
"id": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"slug": "jason-keenan",
"legacySlug": null,
"name": "MAKEITFLOW",
"shortDescription": "Certified monday.com Partner & Integrations Specialist",
"longDescription": "<p>Hi, I’m Jason, a monday.com implementation consultant with <strong>7+ years of hands-on experience</strong>. I help businesses customize monday.com to fit their unique needs and goals, ensuring solutions are effective and scale as they grow. </p><p></p><p>I also <strong>specialize in Make.com</strong>, extending monday.com’s capabilities by integrating external tools, automating cross-platform tasks, and enabling functionality not available out of the box. </p><p></p><p>Book a free 15-minute consultation to get started!</p>",
"shortIntro": "We are a certified monday.com agency with 8+ years of experience with the platform. We help businesses stuck with spreadsheets & inefficient processes transform their work, make operations smoother, faster & ready to scale.",
"expertiseAndFocus": "We specialize in turning disconnected workflows into organized systems. Our expertise covers full implementation, advanced automations, training, and 3rd-party app integrations.",
"whyWorkWithUs": "We prioritize simplicity and adoption. A system only works if your team uses it. We design with the end-user in mind, ensuring your setup is powerful enough for management but easy enough for daily use.",
"partnerSince": 2020,
"languages": [
"en",
"fr"
],
"type": "PARTNER",
"tier": "AUTHORIZED",
"logoUrl": "https://partners.mondayprograms.com/assets/partners/170bd8ab-e494-4a38-ac5a-862af11ebdc3/logo/logo_1755519741464.png",
"profilePictureUrl": "https://partners.mondayprograms.com/assets/partners/170bd8ab-e494-4a38-ac5a-862af11ebdc3/profile/profile_1762182942221.png",
"websiteUrl": "",
"foundedYear": 2024,
"countryCode": "CA",
"supportedCountryCodes": [
"CA",
"US",
"IE",
"GB"
],
"advancedDelivery": false,
"isPublished": true,
"available": true,
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM"
],
"calendlyUrl": "https://calendly.com/jason-makeitflow/15m",
"price": 999,
"companySize": 3,
"mondayUserId": null,
"crmId": "9845543588",
"crmTeamId": "1338636",
"salesforceId": null,
"loggedInToCrm": true,
"baseMatchmakerScore": 0,
"isInMatchmaker": true,
"deletedAt": null,
"createdAt": "2024-05-08T12:09:33.407Z",
"updatedAt": "2025-12-15T10:12:33.743Z",
"services": [
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
},
{
"id": "8ef29f7a-3945-4c70-9704-01fabc9e5f5b",
"name": "Data Services",
"description": "Solutions for data organization, analytics, and reporting that enable better decisions."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
"name": "Strategy & Planning",
"description": "Strategic consulting and planning to optimize your processes."
},
{
"id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
"name": "AI Enhancement",
"description": "Leverage AI to enhance your workflows and automate complex processes."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
},
{
"id": "cd46462c-267f-454d-a242-ad1c3eb1ba02",
"name": "App solutions",
"description": "Build custom applications and integrations to extend monday.com functionality."
}
],
"industries": [
{
"id": "9ea3b891-a709-4fa2-b845-c6cdfc3dc76d",
"name": "Technology"
},
{
"id": "2c916e3b-6ffd-4b70-bf8a-bf0c35bfa744",
"name": "Marketing"
},
{
"id": "c7792e86-4439-4965-b42a-4d8fe8b946fb",
"name": "Other"
},
{
"id": "d3b79a4a-5530-4453-9356-4213e130f76d",
"name": "Manufacturing & Warehousing"
},
{
"id": "b4ef7924-9a07-4815-ba2b-608d8948eb46",
"name": "Financial Services"
}
],
"certificates": [],
"videos": [],
"smartTags": [
{
"id": "e4f14c94-344a-4bd9-a0f0-41c915f6e6a0",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"tagId": "113e1ce3-291e-4c01-a883-b8d58aac27dc",
"createdAt": "2025-09-30T15:35:38.452Z",
"updatedAt": "2025-09-30T15:35:38.452Z",
"tag": {
"id": "113e1ce3-291e-4c01-a883-b8d58aac27dc",
"categoryId": "db18ff04-9b12-4875-b31d-b100a5a0a856",
"name": "Setup Specialist",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:14:29.064Z",
"updatedAt": "2025-08-12T12:14:29.064Z",
"category": {
"id": "db18ff04-9b12-4875-b31d-b100a5a0a856",
"name": "Functional Expertise",
"description": "Highlights deep skills in specific platform areas or use cases.",
"color": "#FFB996",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:04:11.725Z",
"updatedAt": "2025-08-12T12:04:11.725Z"
}
}
},
{
"id": "293064b5-0d18-43a0-8573-daf646e8eb20",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"tagId": "17395182-43cc-4080-9084-ba4be8f8d3d4",
"createdAt": "2025-09-30T15:35:38.452Z",
"updatedAt": "2025-09-30T15:35:38.452Z",
"tag": {
"id": "17395182-43cc-4080-9084-ba4be8f8d3d4",
"categoryId": "d97cf34c-a446-47c6-81a7-7a2dd4376411",
"name": "Quick Turnaround",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:27:10.078Z",
"updatedAt": "2025-08-12T12:27:10.078Z",
"category": {
"id": "d97cf34c-a446-47c6-81a7-7a2dd4376411",
"name": "Working Style/Motto",
"description": "Communicates your approach to projects and collaboration.",
"color": "#D8C5FF",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:04:52.783Z",
"updatedAt": "2025-08-12T12:04:52.783Z"
}
}
},
{
"id": "32c3fdc1-f165-4d03-b5e6-d5b544ef61dc",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"tagId": "d61651d9-7de1-4d5f-97a0-1348c0279e46",
"createdAt": "2025-09-30T15:35:38.452Z",
"updatedAt": "2025-09-30T15:35:38.452Z",
"tag": {
"id": "d61651d9-7de1-4d5f-97a0-1348c0279e46",
"categoryId": "a68f6815-727c-453c-abe6-b0c2911f8f41",
"name": "SMB Champion",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:15:42.882Z",
"updatedAt": "2025-08-12T12:15:42.882Z",
"category": {
"id": "a68f6815-727c-453c-abe6-b0c2911f8f41",
"name": "Business Size Focus",
"description": "Describes the primary type of client or business stage you are best suited for.",
"color": "#80E3BA",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:02:18.118Z",
"updatedAt": "2025-08-12T12:03:27.655Z"
}
}
}
],
"users": [
{
"id": "b3d8075a-2d76-4a80-a96d-e723f4d7cfbb",
"email": "jason@makeitflow.ca",
"name": "Jason Keenan",
"role": "PARTNER",
"createdAt": "2024-08-21T13:52:40.864Z",
"updatedAt": "2025-11-19T19:21:09.245Z"
}
],
"employees": [
{
"id": "60ae07fe-9c5b-405e-8dc4-5b83aa1748ed",
"name": "Jason Keenan",
"title": "Founder",
"countryCode": "CA",
"languages": [
"en",
"fr"
],
"description": "Jason is a certified monday.com Partner and Consultant with over 8 years of platform expertise. As the founder of MAKEITFLOW, he specializes in building robust workflow automations and integrations to help your team get started on the right foot.",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/170bd8ab-e494-4a38-ac5a-862af11ebdc3/members/60ae07fe-9c5b-405e-8dc4-5b83aa1748ed/profile/profile_1762183449690.png",
"createdAt": "2025-11-03T15:24:09.559Z",
"updatedAt": "2025-11-03T15:36:44.734Z"
},
{
"id": "24357d25-b14e-4676-a09c-ae62ac2c86aa",
"name": "Louise Rivet",
"title": "Implementation Specialist",
"countryCode": "CA",
"languages": [
"en",
"fr"
],
"description": "As our monday.com Implementation Specialist, Louise transforms complex processes into streamlined, easy-to-manage workflows tailored to your goals.",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/170bd8ab-e494-4a38-ac5a-862af11ebdc3/members/24357d25-b14e-4676-a09c-ae62ac2c86aa/profile/profile_1760964192666.png",
"createdAt": "2025-08-18T12:30:49.062Z",
"updatedAt": "2025-11-03T15:24:15.389Z"
},
{
"id": "47eb3174-7850-4d38-a447-47cc012afe49",
"name": "Katherine Dion",
"title": "Director, Q&A",
"countryCode": "CA",
"languages": [
"en",
"fr"
],
"description": "As our director of Quality Assurance, Katherine makes sure every solution we deliver is reliable, polished, and aligned with the goals our clients set.",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/170bd8ab-e494-4a38-ac5a-862af11ebdc3/members/47eb3174-7850-4d38-a447-47cc012afe49/profile/profile_1755519998771.png",
"createdAt": "2025-08-18T12:26:38.602Z",
"updatedAt": "2025-11-03T15:37:02.394Z"
}
],
"awards": [],
"useCases": [
{
"id": "49e5c275-9e6a-41a0-985f-12464ad8af75",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"name": "Case Study: Flynn Signs & Display",
"impact": "The impact of this project extends beyond just improving efficiency. It has fundamentally transformed the way Flynn Signs & Display operates, positioning them for future growth and success.",
"clientName": "Flynn Signs & Display",
"clientLogoUrl": "https://placehold.co/200",
"projectDuration": 2,
"projectDurationType": "MONTH",
"description": "<p>Flynn Signs & Display is a well-established sign and display company based in Ireland. The company was looking to optimize its workflow and project management processes to handle increasing customer demands and improve internal efficiency. They were facing several challenges with their existing setup, which was a combination of manual processes, Xero accounting, and a partially implemented <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a> system. The key issues included:</p><p></p><ul><li><p><strong>Inefficient project tracking:</strong> Difficulty in tracking the status of quotes, jobs in production, and completed work. This led to missed opportunities and delays.</p></li><li><p><strong>Manual data entry:</strong> Repetitive manual data entry between different systems, such as creating customer profiles in Xero, was time-consuming and prone to errors.</p></li><li><p><strong>Fragmented communication:</strong> Communication about projects was scattered across emails, making it difficult to keep track of updates and approvals.</p></li><li><p><strong>Cumbersome artwork approval process:</strong> The artwork approval process was a significant bottleneck. Customers often resorted to email instead of the designated system, causing confusion and delays.</p></li><li><p><strong>Lack of visibility:</strong> The team lacked a clear, centralized view of their workload, deadlines, and the overall value of projects in the pipeline.</p></li></ul><p></p><p></p><p><strong>Solutions</strong></p><p></p><ul><li><p><strong>Centralized project management with </strong><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong>:</strong> We revamped their <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> boards to create a single source of truth for all projects. This included creating dedicated boards for enquiries, Xero quotes, production, and monthly completed jobs.</p></li><li><p><strong>Xero and </strong><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> integration:</strong> We built a robust integration between Xero and <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. This automation ensures that all “sent” quotes from Xero are automatically populated in the “Xero Quotes” board on <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, eliminating manual data entry and ensuring no quote is missed. We also created an automation to create customer contacts in Xero directly from <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><strong>Automated artwork approval workflow:</strong> We designed and implemented a new artwork approval system. This system sends an automated email to the client with links to approve or reject the artwork. Their response is then automatically updated in the <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> board, providing real-time status updates and a clear audit trail.</p></li><li><p><strong>PDF quote accessibility:</strong> To solve the issue of team members needing to view Xero quotes without having a Xero subscription, we created an automation to generate a PDF of the quote and attach it to the relevant item on the <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a> board. This provided easy access to all necessary information without additional software costs.</p></li><li><p><strong>Streamlined communication and task management:</strong> We set up automations to assign job owners, set due dates, and send reminders, ensuring that everyone on the team is aware of their responsibilities and deadlines. We also enabled email integration to keep all communication related to a project within the <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> platform.</p></li><li><p><strong>Customized dashboards and reporting:</strong> We created a sales dashboard in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> that provides a real-time overview of the sales pipeline, production values, and completed jobs. This has given the management team valuable insights into the business’s performance.</p></li></ul><p></p><p></p><p><strong>Results</strong><br></p><ul><li><p><strong>Improved Efficiency:</strong> The automation of repetitive tasks has saved the team a considerable amount of time and effort, allowing them to focus on more value-added activities.</p></li><li><p><strong>Enhanced Visibility and Control:</strong> The centralized <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> system has provided the team with a clear and real-time view of all projects, from initial enquiry to completion.</p></li><li><p><strong>Successful System Adoption:</strong> The team at Flynn Signs & Display is now “up and using the system” effectively.</p></li></ul><p></p><p></p><p><strong>Impact</strong></p><p>The impact of this project extends beyond just improving efficiency. It has fundamentally transformed the way Flynn Signs & Display operates, positioning them for future growth and success.</p><p></p><ul><li><p><strong>Scalable Workflow:</strong> The new automated workflow is scalable, allowing the company to take on more projects without being bogged down by administrative tasks.</p></li><li><p><strong>Stronger Client Relationships:</strong> The streamlined communication and approval processes have led to a better experience for their clients.</p><p></p></li></ul><p>This case study demonstrates how a strategic investment in workflow automation and a well-implemented project management system can have a transformative impact on a business, leading to increased efficiency, improved client satisfaction, and a strong foundation for future growth.</p>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 0,
"mondayProducts": [
"MONDAY_WORK_MANAGEMENT"
],
"createdAt": "2025-09-03T18:43:20.988Z",
"updatedAt": "2025-09-03T18:45:31.131Z",
"industries": [
{
"id": "2c916e3b-6ffd-4b70-bf8a-bf0c35bfa744",
"name": "Marketing"
}
],
"services": [
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
},
{
"id": "cd46462c-267f-454d-a242-ad1c3eb1ba02",
"name": "App solutions",
"description": "Build custom applications and integrations to extend monday.com functionality."
},
{
"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."
},
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
}
],
"testimonials": [
{
"id": "c93f79d4-ac6c-4c1f-950b-a219476ccc39",
"useCaseId": "49e5c275-9e6a-41a0-985f-12464ad8af75",
"quote": "We would highly recommend Jason for his work in taking any business to the next level. Jason is easy to deal with, commenced work on our project very quickly and was able to bridge the gaps in our thinking that ensured a fully automated and efficient workflow process. Now that we have moved our production processes forward, we look forward to dealing with Jason on Phase 2. Highly recommended !",
"clientName": "Paul Flynn",
"clientTitle": "",
"createdAt": "2025-09-03T18:45:31.131Z",
"updatedAt": "2025-09-03T18:45:31.131Z"
}
],
"media": []
},
{
"id": "e0ccb7d9-bda3-4fb1-9eb3-c3b59749a4bb",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"name": "Case Study: Cascadia Design",
"impact": "The solutions transformed Cascadia Design’s ability to manage projects efficiently and at scale",
"clientName": "Cascadia Design",
"clientLogoUrl": "https://placehold.co/200",
"projectDuration": 2,
"projectDurationType": "MONTH",
"description": "<p>Cascadia Design is a Vancouver-based company that manages multi-stage projects involving installers, project managers, and operational staff. Their work requires coordinating across several project phases, each managed in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> boards.</p><p></p><p>The company faced several operational challenges, including:</p><p></p><ul><li><p><strong>Scheduling inefficiencies:</strong> Calendar events often lacked standardized formatting, leading to confusion for field staff and missed details such as contact numbers.</p></li><li><p><strong>Inconsistent project manager assignments:</strong> Updating project manager information in one place didn’t always cascade across all boards, resulting in mismatches and duplicated work.</p></li><li><p><strong>Error-prone workflows:</strong> Automations would occasionally fail due to missing data, leaving staff without visibility into why processes broke down.</p></li></ul><p></p><p></p><p><strong>Solutions</strong></p><p></p><ul><li><p><strong>Unified project management system:</strong> Created a single source of truth for project data by ensuring key updates, such as project manager assignments, cascade automatically across all project phases and boards.</p></li><li><p><strong>Standardized scheduling framework:</strong> Built a reliable structure for calendar events and project timelines, giving installers and managers clear, consistent information.</p></li><li><p><strong>Resilient automation architecture:</strong> Introduced robust error handling and monitoring so that workflows no longer failed without explanation, increasing reliability and trust in the system.</p></li><li><p><strong>Operational cost control:</strong> Audited their automation usage, identified high-consumption workflows, and implemented a strategy to optimize resource usage sustainably.</p><p></p></li></ul><p></p><p><strong>Results</strong></p><p></p><ul><li><p><strong>Greater visibility and consistency:</strong> Teams now operate from unified, accurate data with far fewer discrepancies.</p></li><li><p><strong>Streamlined communication and scheduling:</strong> Installers and managers have access to reliable, standardized project information, improving coordination.</p></li><li><p><strong>Reduced downtime and errors:</strong> Automations became more resilient, cutting interruptions and reducing reliance on manual fixes.</p></li><li><p><strong>Cost efficiency:</strong> A smarter approach to operations usage has helped stabilize costs and ensure automation reliability without overspending.</p></li></ul><p></p><p></p><p><strong>Impact</strong></p><p></p><p>The project fundamentally reshaped how Cascadia Design manages its operations:</p><p></p><ul><li><p><strong>Operational alignment:</strong> All departments now work with consistent, centralized data.</p></li><li><p><strong>Scalable workflows:</strong> The system can handle increased project volume without creating bottlenecks.</p></li><li><p><strong>Improved client delivery:</strong> Reliable scheduling and streamlined coordination have enhanced service quality and project outcomes.</p></li><li><p><strong>Future-proof foundation:</strong> By stabilizing workflows and controlling costs, Cascadia Design is positioned for sustainable growth.</p></li></ul><p></p><p></p>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 1,
"mondayProducts": [
"MONDAY_SALES_CRM",
"MONDAY_WORK_MANAGEMENT"
],
"createdAt": "2025-09-03T19:12:34.458Z",
"updatedAt": "2025-09-03T19:20:42.164Z",
"industries": [
{
"id": "d3b79a4a-5530-4453-9356-4213e130f76d",
"name": "Manufacturing & Warehousing"
}
],
"services": [
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
"name": "Strategy & Planning",
"description": "Strategic consulting and planning to optimize your processes."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
}
],
"testimonials": [
{
"id": "75336d82-c811-49f6-b567-6f8641a3e16b",
"useCaseId": "e0ccb7d9-bda3-4fb1-9eb3-c3b59749a4bb",
"quote": "Jason has been great to work with and built out of system with many custom integration. It seems there is nothing he cant do!",
"clientName": "Kevin Maier",
"clientTitle": "",
"createdAt": "2025-09-03T19:20:42.164Z",
"updatedAt": "2025-09-03T19:20:42.164Z"
}
],
"media": []
},
{
"id": "549bb336-f515-4257-9bfd-3c8bcf0338a9",
"partnerId": "170bd8ab-e494-4a38-ac5a-862af11ebdc3",
"name": "Case Study: Obeo Planning",
"impact": "From fragmented workflows to a scalable, integrated system that drives efficiency, reliability, and client trust",
"clientName": "Obeo Planning",
"clientLogoUrl": "https://placehold.co/200",
"projectDuration": 1,
"projectDurationType": "MONTH",
"description": "<p><strong>Client Profile</strong></p><p></p><p>Obeo Planning is a financial planning and advisory firm specializing in building customized financial blueprints for individuals, families, and businesses. Their mission is to protect clients’ assets today while creating sustainable financial plans for long-term goals. Their services include a wide range of insurance and financial planning options such as life, disability, critical illness, and mortgage insurance, along with advanced strategies like infinite banking, buy/sell coverage, group benefits, retirement planning, and estate planning.</p><p></p><p></p><p><strong>Challenges Faced:</strong></p><p></p><ul><li><p><strong>Calendar Disruptions:</strong> Appointments in Microsoft 365 calendars were shifting unexpectedly, causing confusion and missed scheduling.</p></li><li><p><strong>Workflow Automation Gaps:</strong> Critical automations in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> were not triggering consistently.</p></li><li><p><strong>Data Integrity Issues:</strong> Errors in client data entry propagated across boards, documents, and OneDrive folders.</p></li><li><p><strong>Operational Bottlenecks:</strong> The team lacked clarity on which processes were automated, leading to repeated troubleshooting and inefficiencies.</p></li></ul><p></p><p><strong>Solutions:</strong></p><p></p><p>To address the operational challenges, we implemented a comprehensive strategy to strengthen the client’s technology ecosystem, improve reliability, and create a foundation for scalable growth. Our solutions were designed around four pillars:</p><p></p><ul><li><p><strong>Integrated Technology Ecosystem: </strong>We aligned <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a>, and Microsoft 365 into a cohesive system, ensuring seamless communication between scheduling, client onboarding, and document management. This reduced the need for manual interventions and provided a single source of truth across platforms.</p></li><li><p><strong>Workflow Optimization: </strong>Instead of relying on ad-hoc fixes, we re-engineered core processes such as client intake, application tracking, and portfolio movement. Automations were standardized and streamlined to ensure consistent results, reducing human error and bottlenecks.</p></li><li><p><strong>Operational Transparency: </strong>We introduced clearer documentation and workflow maps that made it easy for the team to understand how automations function and what each trigger accomplishes. This gave leadership and staff better visibility into active processes and minimized confusion.</p></li><li><p><strong>Resilient Data & Process Management: </strong>We created strategies to safeguard data integrity when errors occur (e.g., incorrect entries or sync conflicts), ensuring information stayed accurate across multiple systems. By designing fallback methods, the client could maintain business continuity without delays.</p></li></ul><p></p><p></p><p><strong>Results:</strong></p><p></p><p>The implementation of these solutions produced significant improvements:</p><p></p><ul><li><p><strong>Streamlined Operations:</strong> Automated processes reduced manual data entry and eliminated inconsistencies between systems.</p></li><li><p><strong>Improved Reliability:</strong> Scheduling conflicts and workflow breakdowns were minimized, allowing staff to focus on delivering services rather than resolving technical issues.</p></li><li><p><strong>Greater Visibility:</strong> With clear documentation and dashboards, the team gained better control over workflows and confidence in system performance.</p></li></ul><p></p><p></p><p><strong>Impact</strong></p><p></p><p>The project fundamentally reshaped how the firm operates, delivering lasting benefits:</p><p></p><ul><li><p><strong>Client Trust & Experience:</strong> Fewer operational disruptions mean clients receive a smoother, more professional experience.</p></li><li><p><strong>Scalable Growth:</strong> With a modernized workflow foundation, the firm is positioned to expand its services without being constrained by administrative complexity.</p></li><li><p><strong>Operational Resilience:</strong> Built-in safeguards and clearer processes allow the team to adapt quickly, even when challenges arise.</p></li><li><p><strong>Strategic Partnership:</strong> The success of this transformation established a strong foundation for ongoing collaboration and future system enhancements.</p></li></ul><p></p>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 2,
"mondayProducts": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM"
],
"createdAt": "2025-09-03T19:32:58.629Z",
"updatedAt": "2025-09-03T19:32:58.629Z",
"industries": [
{
"id": "b4ef7924-9a07-4815-ba2b-608d8948eb46",
"name": "Financial Services"
}
],
"services": [
{
"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."
},
{
"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."
},
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
}
],
"testimonials": [
{
"id": "010235fd-5c00-4b36-9dc4-e41dc135d65b",
"useCaseId": "549bb336-f515-4257-9bfd-3c8bcf0338a9",
"quote": "If you are looking to implement Monday.com for your business I would highly recommend working with Jason. From the initial consult, execution of the project to providing continued support to our team, our experience has been excellent!",
"clientName": "Joyce Oskoboiny",
"clientTitle": "",
"createdAt": "2025-09-03T19:32:58.629Z",
"updatedAt": "2025-09-03T19:32:58.629Z"
}
],
"media": []
}
],
"rating": 5,
"numOfProjects": 56,
"projectsTimeframeMonths": 12
}