Meta Lean
About Meta Lean
As a Gold and CRM Specialist Partner, Meta Lean empowers teams to optimize workflows, enhance collaboration, and accelerate growth with custom monday.com solutions and end-to-end digital transformation expertise.
Expertise & focus areas
Our team of certified consultants combines deep platform knowledge with real-world business experience, delivering tailored solutions in CRM, project management, marketing automation, and operations.
Why work with us
Whether you’re a growing startup or an enterprise looking to scale with structure, we make systems work for you, not the other way around.
Reviews
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Partner metadata
Listing updated: December 15, 2025{
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"description": "<h1>How Silal Built a Unified Project Management System with <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a></h1><p></p><h2><span><strong>Silal - UAE's Leading Agri-Tech Food Company</strong></span></h2><p></p><p>Silal is a leading Agri-tech and food security company based in the United Arab Emirates, committed to transforming the nation’s agriculture and food supply chain. Established to support the UAE’s national food security agenda, Silal leverages advanced technologies, sustainable farming practices, and strategic partnerships to enhance local food production, reduce dependency on imports, and ensure the availability of high-quality fresh produce year-round.<br><br>With operations spanning agri-food supply chain management, local farm support, and smart farming innovation, Silal plays a vital role in building a resilient and self-sufficient food ecosystem in the UAE.</p><p></p><blockquote><p>\"Working with the Meta-Lean team was a smooth, effective, and professional experience. Their implementation process was well-structured, efficient, and tailored to our needs, making it easy to get up and running. Their clear communication and hands-on support ensured the entire process was straightforward and successful.\"</p><p></p><h3>Shaikha Aljneibi</h3><p>Business Solutions Officer, Silal</p></blockquote><p></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p>Silal, a prominent Agri-tech and Food company in the UAE, approached us with a need to streamline and digitize their project management operations within <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. Their primary challenge was to establish an integrated system to manage project intake, PMO workflows, risk and issue tracking, and budget oversight across multiple departments.</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">A structured intake mechanism using request forms to route new project proposals for approval or rejection by relevant decision-making bodies.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Automatic creation of project boards from a master template upon approval.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Seamless integration of newly approved projects into the central Portfolio Management board.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Real-time visibility into tasks, risks, issues, and budgeting for each project via dedicated dashboards.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">A high-level, department-wise portfolio dashboard to aggregate data across all projects for strategic oversight.</span></p></li></ul><p></p><h2><span><strong>Solution</strong></span></h2><p></p><p>To address Silal’s complex and multi-layered project management needs, we developed and implemented a comprehensive <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> solution tailored to streamline their end-to-end project lifecycle—from intake and approval to execution, tracking, and reporting. The solution was designed with scalability, automation, and real-time visibility in mind, ensuring the system could grow with their evolving business demands.</p><p></p><h2>Key Phases of Implementation</h2><p></p><h2><strong>Centralized Project Intake & Approval Workflow</strong></h2><p></p><p>We began by creating a structured project intake form within <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, customized to capture key information such as project title, department, priority, expected start/end dates, business justification, and category. Automations were applied to route each request to the relevant approval authority based on project type and category. These automations ensured timely reviews and approvals, reducing manual follow-ups.<br><br>Each phase of the intake process was date-stamped automatically, and real-time notifications were sent to the initiators and decision-makers, keeping everyone informed throughout the approval lifecycle. This setup improved internal communication, eliminated bottlenecks, and provided complete traceability of the intake-to-approval process.</p><p></p><h2><strong>Automated Project Board Creation & Portfolio Integration</strong></h2><p></p><p>Once a project request was approved, our solution triggered the automatic creation of a new project board using a pre-configured master template. Simultaneously, a new item representing the project was added to the Portfolio Management board to maintain centralized oversight of all initiatives.<br><br><strong>The master template was thoughtfully designed to include:</strong></p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Predefined task groups and stages</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Dedicated views for Risks, Issues, and Budgeting</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">A ready-to-use project-level dashboard</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Column structures for resource planning, timelines, dependencies, owners, and progress tracking</span></p></li></ul><p></p><p>This ensured standardization across all projects and eliminated the need for manual setup—saving time and reducing the risk of errors.</p><p></p><h2><strong>Integrated Risk, Issue & Budget Management</strong></h2><p></p><p>Each project board contained sections to track project-specific <strong>risks</strong>, <strong>issues</strong>, and <strong>budgets</strong> in dedicated views. These were aligned with PMO best practices to ensure consistent categorization and prioritization. Stakeholders could easily log, assign, and update risks and issues, while budget fields provided visibility into estimated vs. actual spend.</p><p>The budget view was further enhanced with calculated fields and custom dashboards to display financial summaries and variance indicators, empowering project managers to make informed, data-driven decisions.</p><p></p><h2><strong>Cross-Board Synchronization with Live Data Feedback</strong></h2><p></p><p>To maintain real-time alignment between project boards and the Portfolio board, we implemented <strong>mirror columns</strong> and <strong>automation rules</strong> that fed key data—such as status, risk level, budget updates, and overall progress—back into the Portfolio board.</p><p>This synchronization allowed Silal’s leadership to monitor the health and performance of each project at a glance, without needing to navigate into individual boards. It also ensured data integrity and created a single source of truth for reporting and decision-making.</p><p></p><h2><strong>Executive-Level Dashboards for Portfolio Oversight</strong></h2><p></p><p>Finally, we designed a comprehensive <strong>portfolio-level dashboard</strong> using <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>’s widget-based dashboarding tools. This dashboard pulled data from all linked project boards and visualized them department-wise using charts, counters, timelines, workload indicators, and status overviews.</p><p></p><p><strong>This gave department heads and executive management a consolidated view of:</strong></p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Ongoing projects by department or category</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Project statuses (On Track, At Risk, Delayed)</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Key milestones and deadlines</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Financial tracking and burn rates</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Active risks and critical issues</span></p></li></ul><p></p><h2><strong>Impact</strong></h2><p></p><p>This end-to-end implementation not only digitized Silal’s project management operations but also provided them with a robust, transparent, and scalable system to monitor performance, manage risks, and ensure accountability across teams.</p>",
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"description": "<h2><span><strong>Eventlab</strong></span></h2><p></p><p>Eventlab is an award-winning recruitment and staffing agency based in the UAE, operating across the Middle East. Their core services include sourcing, screening, and managing talent for temporary and long-term roles in events and related industries. Eventlab works with multiple clients, departments, and recruitment vendors simultaneously, often across different countries or regions, which makes efficient operations and centralized processes essential for their business.</p><p></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p>Eventlab, an award-winning recruitment and staffing agency operating across the Middle East, serves large-scale events, the MICE (Meetings, Incentives, Conferences & Exhibitions) industry, entertainment, and beyond. As a company managing recruitment for high-volume, fast-paced projects with dynamic timelines, Eventlab required a centralized platform to streamline and scale their day-to-day recruitment operations.<br><br>The primary challenge was to implement a fully functional recruitment workflow inside <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> that could support the opening and closing of recruitment cycles for specific roles across multiple regions, with the flexibility to manage different clients, departments, and vendors simultaneously.</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Custom Application Intake:</strong> Eventlab needed to intake applications via a structured job application form and automatically assign each candidate to the relevant recruitment cycle, based on the position and region.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Multi-step Review Workflow:</strong> The review process involved document verification, internal screening, interviews, and final approvals. It was important that this flow remained organized, traceable, and automated to reduce manual errors.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Central Candidate Database:</strong> Once candidates were shortlisted, they needed to be stored in a centralized, easily accessible database for future assignments.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Client-specific Boards & Visibility: </strong>With multiple clients onboard—each hiring for different roles—it was essential to maintain individual recruitment pipelines, with segregated views and boards to ensure data privacy and client-specific visibility.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Vendor Tracking: </strong>Applications often came from external recruitment partners, so a system was required to track the source of each application, distinguishing between direct and vendor-based referrals.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Recruitment Metrics:</strong> The team required real-time insights on how many positions were currently open, how many candidates were shortlisted, how many were still pending, and how many were assigned. A strict 1:3 candidate-to-position ratio was followed, meaning three candidates had to be shortlisted and presented for every open role.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Role-based Dashboards:</strong> Different stakeholders—Eventlab's internal recruiters, leadership, clients, and vendors—needed separate dashboards to view only the data relevant to them, without exposing sensitive or irrelevant information to others.</span></p></li></ul><p></p><p>Overall, the lack of a centralized and structured digital process made tracking progress, managing stakeholders, and scaling operations extremely challenging.</p><p></p><h2><span><strong>Solution</strong></span></h2><p></p><p>To solve these challenges, we designed and implemented a fully customized end-to-end recruitment management system inside <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, tailored specifically to Eventlab’s complex operational needs. Our approach combined modular board structures, automated workflows, and data-driven dashboards to bring visibility, control, and efficiency to every stage of the recruitment process.</p><p></p><p></p><h2>Key Phases of Implementation</h2><p></p><p></p><h2><strong>Custom Staffing Boards Per Role and Region</strong></h2><p></p><p>We created dedicated boards for each hiring manager and vendors (partner staffing agencies), allowing Eventlab to manage recruitment cycles independently for various projects. Each board was linked with custom application forms that automatically captured candidate data and mapped it to the correct position, department, and geographical location.</p><p></p><h2><strong>Application Workflow & Duplicate Prevention</strong></h2><p></p><p>To ensure clean and non-redundant data, we implemented an automated workflow that checks for duplicate applications based on email address. If a duplicate is found, the system automatically flags or rejects the application, maintaining data quality and avoiding unnecessary processing.</p><p></p><h2><strong>External Vendor Management</strong></h2><p></p><p>Separate boards were created for external recruitment vendors, ensuring that candidates submitted by vendors were tracked independently. A tagging system was introduced to clearly identify the source of each application, giving Eventlab valuable insights into vendor performance and lead sources.</p><p></p><h2><strong>Centralized Position Tracker</strong></h2><p></p><p>We developed a <strong>centralized “Position Tracker” board</strong> to provide a bird’s-eye view of all current openings across departments. This board tracked the status of each role—how many candidates had been shortlisted, how many were pending, and how many had been assigned to clients. It also helped maintain the <strong>1:3 shortlisting ratio</strong>, essential for client submissions.</p><p></p><h2><strong>Candidate Database for Future Staffing</strong></h2><p></p><p>Shortlisted candidates who passed the internal evaluation were added to a <strong>long-term candidate repository</strong>. This enabled Eventlab to re-engage suitable candidates for future opportunities without restarting the sourcing process, saving time and effort.</p><p></p><h2><strong>Role-based Dashboards for Stakeholders</strong></h2><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">For <strong>Eventlab’s internal recruitment team, </strong>to monitor all active recruitment pipelines, team activity, and metrics.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">For <strong>clients,</strong> to view only their relevant candidate submissions and hiring status.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">For <strong>vendors,</strong> to track the status of their referred candidates.</span></p></li></ul><p></p><p>This structure improved <strong>transparency</strong> while respecting <strong>data security and access control</strong>.</p><p></p><h2><strong>Training and Knowledge Transfer</strong></h2><p></p><p>To ensure long-term success and adoption, we conducted comprehensive onboarding sessions, role-based training workshops, and review meetings with key stakeholders. The Eventlab team is now fully capable of managing and scaling their recruitment operations using <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>.</p><p></p><h2><strong>Impact</strong></h2><p></p><p>By implementing this tailored <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> solution, Eventlab achieved:</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">A centralized and automated recruitment system that is scalable, auditable, and efficient.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Clear <strong>visibility into recruitment KPIs, </strong>improving planning and decision-making.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Improved collaboration and accountability across internal teams, clients, and vendors.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Reduced time-to-hire and enhanced candidate tracking and re-engagement.</span></p></li></ul><p></p><p>The entire recruitment lifecycle—from job posting to client assignment—is now handled within a <strong>single, unified platform</strong> that is transparent, traceable, and aligned with Eventlab’s operational goals.</p>",
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"name": "Al-Futtaim Automotive Streamlines Marketing Operations Across Brands with monday.com Automation",
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"description": "<h2 style=\"text-align: justify;\"><span><strong>Al-Futtaim Automotive</strong></span></h2><p style=\"text-align: justify;\"></p><p style=\"text-align: justify;\">Al-Futtaim Automotive is a leading name in the UAE’s automotive sector, representing some of the world’s most recognized automotive brands. With a strong legacy of innovation, customer service, and operational excellence, the company operates across the entire automotive value chain — including vehicle sales, aftersales services, spare parts distribution, and mobility solutions.<br><br>As part of the Al-Futtaim Group, the brand is committed to driving sustainable growth and delivering best-in-class automotive experiences to customers across the UAE and the wider region.</p><p style=\"text-align: justify;\"></p><blockquote><p>\"Meta Lean provided invaluable support when we needed help finalizing our automations and analytical dashboard on <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>. They quickly grasped our requirements and the complexities of our team structure, implementing the necessary changes efficiently. What I appreciated most about Meta-Lean was their professionalism, adherence to deadlines, and commitment to quality. Keep up the great work!\"</p><p></p><h4><span><strong>Karthik B Ramesh</strong></span></h4><p>Head of Digital CRM and Lifecycle Management, Al-Futtaim Automotive</p></blockquote><p></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p>Al-Futtaim Automotive, one of the leading automotive brands in the UAE, sought a centralized and streamlined system to manage marketing campaign requests across multiple internal brands. The core challenge was to set up a centralized CRM solution within <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> that would efficiently capture, manage, and track the lifecycle of campaign requests—from initiation to planning, execution, and closure.</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">External brand stakeholders needed a simple way to submit campaign requests via a branded external form.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Upon submission, requests had to be automatically assigned to the correct internal team based on campaign category.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Post-approval, campaigns needed to follow a standardized workflow involving the Planning, Operations, and Automation teams.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">The client required a high-level dashboard to track timelines, progress, ownership, and performance metrics for all campaigns in real-time.</span></p></li></ul><p></p><h2><span><strong>Solution</strong></span></h2><p></p><p>To meet Al-Futtaim Automotive’s unique requirements, we designed and deployed a customized marketing campaign management system within <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, focusing on seamless intake, structured collaboration, cross-departmental workflow automation, and executive-level visibility.</p><p></p><p></p><h2>Key Phases of Implementation</h2><p></p><p></p><h2><strong>Centralized Request Intake & Approval System</strong></h2><p></p><p>We built a tailored campaign request and approval board, integrated with a branded external web form. This allowed marketing representatives from various internal brands to submit campaign requests in a structured and consistent manner. The form captured critical information such as campaign type, targeted audience, timelines, channel preferences, and brand name.</p><p></p><p>Behind the scenes, we implemented automation rules to categorize each request and notify the relevant marketing team leads. Requests were then moved through an approval workflow, with stage-based timestamps and notification triggers to ensure prompt decision-making and full process transparency.</p><p></p><h2><strong>Structured Workflow for Cross-Departmental Collaboration</strong></h2><p></p><p>Upon approval, the campaign requests were automatically routed to a centralized execution board, where Planning, Operations, and Automation teams collaborated seamlessly. The board was structured into distinct groups and stages that represented each department’s involvement, enabling smooth handoffs and ensuring no task fell through the cracks.</p><p>We used multi-step automations to move campaigns across different stages and update statuses in real-time, reducing manual intervention and maintaining workflow consistency. Stakeholders could easily track where each campaign stood within the lifecycle—from planning and design to implementation and delivery.</p><p></p><h2><strong>Time Tracking & Efficiency Monitoring</strong></h2><p></p><p>To gain better insights into resource allocation and productivity, we enabled time tracking on campaign-related activities. This helped the teams log their working hours against tasks, enabling campaign managers to measure efficiency, track effort, and evaluate turnaround times. This also provided historical data that could be used for future planning and capacity forecasting.</p><p></p><h2><strong>High-Level Executive Dashboard</strong></h2><p></p><p>To ensure transparency and oversight, we developed a custom high-level dashboard that pulled in live data from the campaign boards. This dashboard provided stakeholders with a real-time analytics view of campaign volumes, status breakdowns, department workloads, time spent per campaign, and average approval times.</p><p>Using visual widgets like bar charts, workload indicators, timelines, and pie graphs, the dashboard empowered leadership to monitor campaign health, identify bottlenecks, and make data-driven decisions across departments.</p><p></p><p>This implementation enabled Al-Futtaim Automotive to centralize and streamline their marketing campaign workflow, enhance cross-team collaboration, improve operational transparency, and significantly reduce approval and execution time—ultimately delivering greater marketing agility and alignment across all brand teams.</p><p></p><h2><strong>Impact</strong></h2><p></p><p>This implementation enabled Al-Futtaim Automotive to centralize and streamline their marketing campaign workflow, enhance cross-team collaboration, improve operational transparency, and significantly reduce approval and execution time—ultimately delivering greater marketing agility and alignment across all brand teams.</p>",
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"quote": "\"Meta Lean provided invaluable support when we needed help finalizing our automations and analytical dashboard on Monday.com. They quickly grasped our requirements and the complexities of our team structure, implementing the necessary changes efficiently. What I appreciated most about Meta-Lean was their professionalism, adherence to deadlines, and commitment to quality. Keep up the great work!\"",
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"description": "<h2 style=\"text-align: justify;\"><span><strong>Abu Dhabi National Exhibitions Company (ADNEC)</strong></span></h2><p style=\"text-align: justify;\"></p><p style=\"text-align: justify;\">Abu Dhabi National Exhibitions Company (ADNEC) is a leading event and venue management company headquartered in the United Arab Emirates. As a key driver of Abu Dhabi’s MICE (Meetings, Incentives, Conferences, and Exhibitions) industry, ADNEC manages world-class venues including the Abu Dhabi National Exhibition Centre and Al Ain Convention Centre. The company plays a pivotal role in promoting tourism, economic growth, and global business collaboration by hosting a diverse portfolio of international exhibitions, conferences, and strategic events.</p><p style=\"text-align: justify;\"></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p>ADNEC approached us with the need to develop a structured and scalable project intake and execution system that could cater to two primary workflows</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Capturing and evaluating investment ideas </strong>that could evolve into strategic initiatives and eventually full-scale projects.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\"><strong>Receiving and approving new project requests </strong>via formal project charters, which required multi-stage approval and centralized tracking.</span></p></li></ul><p></p><p>The first challenge was to provide a platform where different teams could easily <strong>submit their investment ideas</strong>, which, upon review and acceptance, would transition into formal <strong>initiatives</strong>. These initiatives needed to go through feasibility and budget assessments, during which they would be classified as either <strong>small-scale</strong> or <strong>large-scale projects</strong>. ADNEC also required a <strong>centralized portfolio management view</strong> where all active initiatives and projects could be monitored in real time based on their current status.</p><p></p><p>In parallel, they also wanted a <strong>separate intake mechanism for project charters</strong> with built-in <strong>first and second level approvals</strong>. Once approved, these charter-based projects needed to be incorporated into the same project portfolio system for consistency and tracking.</p><p></p><h2><span><strong>Solution</strong></span></h2><p></p><p>To meet ADNEC’s requirements, we designed a complete project lifecycle management solution in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, which unified idea submission, initiative development, project classification, execution tracking, and portfolio-level oversight—all through seamless automations and real-time dashboards.</p><p></p><p></p><h2>Key Phases of Implementation</h2><p></p><p></p><h2><strong>Investment Idea Submission & Initiative Management Workflow</strong></h2><p></p><p>We first developed a <strong>custom Idea Intake Board</strong>, integrated with a structured external <strong>submission form</strong> for internal teams to propose new investment opportunities. This board was equipped with <strong>automations</strong> to track submission dates, notify reviewers, and move ideas through initial screening stages.<br><br>Once an idea was <strong>approved</strong>, it was automatically converted into an <strong>initiative</strong> and moved to a dedicated <strong>Initiative Board</strong>. Here, the initiative underwent further evaluation, including <strong>feasibility studies</strong>, <strong>budget allocation</strong>, and <strong>stakeholder approvals</strong>. Depending on the outcome of this phase, the initiative was either classified into a <strong>Small-Scale</strong> or <strong>Large-Scale Project</strong>.<br><br>Upon final approval, a new item was generated in the <strong>High-Level Portfolio Board</strong>, and simultaneously, a corresponding <strong>Project Board</strong> was created using a <strong>pre-configured template</strong>. These project boards were structured to support planning and execution activities, including milestones, tasks, owners, timelines, risks, and budgets.<br><br>Each project board was automatically <strong>linked back</strong> to the portfolio board, allowing all status changes, progress updates, and key metrics to be reflected at the portfolio level through <strong>mirrored columns and automation rules</strong>.</p><p></p><h2><strong>Project Charter Request & Approval Workflow</strong></h2><p></p><p>For the second use case, we built a separate <strong>Project Charter Intake Board</strong>, again using a tailored <strong>external form</strong> to receive structured project requests. This intake went through a <strong>two-tiered approval process</strong>, where automations ensured proper routing to the appropriate reviewers for both the <strong>1st and 2nd approval stages</strong>.<br><br>Once a charter received both approvals, the request automatically moved to the “Approved” bucket. From there, just like in the initiative workflow, a new entry was created in the <strong>Portfolio Board</strong>, and a <strong>Project Board</strong> was generated from a standard template and linked back to ensure full integration within the central project ecosystem.</p><p></p><h2><strong>High-Level Portfolio Management & Dashboards</strong></h2><p></p><p>To give ADNEC leadership complete visibility over all running initiatives and projects, we built a comprehensive <strong>Portfolio Dashboard</strong> using <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>’s widget-based analytics. This dashboard consolidated data from all linked project boards and visualized key indicators such as:</p><p></p><ul><li><p>Project statuses (In Progress, At Risk, Completed)</p></li><li><p>Departmental distribution</p></li><li><p>Budget usage and variance</p></li><li><p>Key milestones and deadlines</p></li><li><p>Risk and issue summaries</p></li></ul><p></p><p>This high-level dashboard enabled real-time strategic decision-making, empowered teams with cross-functional transparency, and established a unified project governance framework.</p><p></p><h2><strong>Impact</strong></h2><p></p><p>This implementation allowed ADNEC to transform their project and initiative intake processes into an <strong>automated, scalable, and insight-driven ecosystem</strong>, ensuring faster approvals, better collaboration across departments, and full visibility from idea to execution.</p>",
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"name": "TECOM’s Multi-Cluster Marketing Transformation from Campaign Request to Execution on monday.com",
"impact": "Through this implementation, TECOM gained a centralized, automated, and scalable solution that streamlined their campaign intake process, fostered cross-cluster visibility, and provided robust tools for execution tracking and decision-making—all within a unified monday.com environment.",
"clientName": "TECOM Group",
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"description": "<h2 style=\"text-align: justify;\"><span><strong>TECOM Group</strong></span></h2><p style=\"text-align: justify;\"></p><p style=\"text-align: justify;\">TECOM Group is a leading developer and operator of specialized business communities across the UAE, fostering innovation and growth in key sectors such as ICT, Media, Education, Science, Design, and Manufacturing. As a strategic enabler of Dubai’s knowledge economy, TECOM provides infrastructure, services, and regulatory support to empower entrepreneurs, SMEs, and multinational corporations alike. With a focus on creating future-ready ecosystems, TECOM drives collaboration and innovation through its dynamic cluster model and integrated business solutions.</p><p style=\"text-align: justify;\"></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p>TECOM Group, a leading developer and operator of specialized business communities in the UAE, required a centralized system to manage and track Activation Campaign Requests originating from a diverse set of internal brands and clusters. These clusters spanned multiple domains, including ICT, Corporate, Media, Manufacturing, Education, Science, Design, and Hub & Services.</p><p></p><ul><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">The key challenge was to build a solution where new campaign requests could be submitted through a structured external web form, and upon submission, a corresponding entry would be automatically created in a Portfolio Management board. This board needed to organize and present campaigns in a cluster-based view, enabling stakeholders to monitor requests by business area in real time.</span></p></li><li><p><span style=\"color: rgba(2, 1, 1, 0.74);\">Additionally, once requests were approved, TECOM needed these to evolve into full campaign boards—automatically created from standardized templates—while maintaining a structured folder hierarchy based on cluster type. These boards had to stay synchronized with the portfolio board, providing leadership with a clear view of execution progress, campaign stages, and performance metrics.</span></p></li></ul><p></p><h2><span><strong>Solution</strong></span></h2><p></p><p>To address TECOM’s multi-cluster campaign management needs, we implemented a comprehensive <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> solution that centralized campaign intake, enabled automated board creation, and established real-time reporting through connected dashboards.</p><p></p><p></p><h2>Key Phases of Implementation</h2><p></p><p></p><h2><strong>Centralized Campaign Request Intake & Approval Board</strong></h2><p></p><p>We designed a <strong>custom request and approval board</strong>, paired with a structured <strong>external web form</strong> to collect detailed information for each campaign request. Fields such as campaign type, target dates, objective, requesting brand, and associated cluster were included to ensure consistency.<br><br>Automations were applied to categorize each request by <strong>cluster</strong> and trigger <strong>stage-based progressions</strong>, notifying the relevant team members upon submission and approval. This streamlined the intake and approval process and ensured accountability across departments.</p><p></p><h2><strong>Real-Time Portfolio Management Board with Cluster-Based Views</strong></h2><p></p><p>Once a request was approved, an entry was <strong>automatically created</strong> in the <strong>Portfolio Management board</strong>, where we built <strong>custom views filtered by cluster</strong> (e.g., ICT, Corporate, Media, etc.). This allowed leadership to instantly see the pipeline of requests and active campaigns for each business unit.<br><br>The Portfolio board served as a <strong>single source of truth</strong>, dynamically updated through mirrored fields from connected project boards and reflecting campaign status, responsible owners, and timelines.</p><p></p><h2><strong>Automated Project Board Creation & Folder Hierarchy</strong></h2><p></p><p>We created a <strong>master campaign board template</strong> that included all essential components—task groups, workflow stages, timelines, and embedded dashboards. Once a new entry appeared in the Portfolio board, a corresponding <strong>project board was automatically generated</strong> from this template.<br><br>To keep the workspace organized, we implemented a <strong>cluster-wise folder hierarchy</strong> within <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. New boards were automatically filed under the correct cluster folder (e.g., Education, Science, Design), enabling intuitive navigation and easier portfolio oversight.<br><br>Each campaign board was <strong>linked back to the Portfolio board</strong> using automation and mirrored columns, ensuring that updates on progress, status changes, or delays were reflected </p><p>centrally without duplication of effort.</p><p></p><h2><strong>Executive Dashboard for High-Level Oversight</strong></h2><p></p><p>To provide TECOM’s senior leadership with actionable insights, we built a <strong>high-level dashboard</strong> that consolidated data across all campaign boards. Using widgets such as pie charts, progress bars, timelines, and workload snapshots, the dashboard allowed stakeholders to:</p><p></p><ul><li><p>Monitor campaign volumes per cluster</p></li><li><p>Track approval-to-execution conversion rates</p></li><li><p>Evaluate campaign progress in real time</p></li><li><p>Identify potential delays or bottlenecks</p></li></ul><p></p><h2><strong>Impact</strong></h2><p></p><p><span>Through this implementation, TECOM gained a </span><strong>centralized, automated, and scalable solution</strong><span> that streamlined their campaign intake process, fostered cross-cluster visibility, and provided robust tools for execution tracking and decision-making—all within a unified </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a><span> environment.</span></p>",
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