CLAUMA

Partner metadata

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  "shortDescription": "Your go-to monday.com global partner to simplify and scale",
  "longDescription": "<p><span>✨ <strong>Ready to start and make your work better with </strong></span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span><strong>monday.com</strong></span></a><span><strong>?</strong></span><br></p><p>As an<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"> </a>expert with 20+ years of experience and 200+ successful implementations, I help businesses unlock the true power of <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. Whether you’re a small team or a growing enterprise, I specialize in transforming chaos into clarity—optimizing workflows, enhancing collaboration, and driving meaningful results.</p><p></p><p><strong>My approach goes beyond setup:</strong><br>I design clear, scalable, and efficient systems tailored to your needs, helping your team communicate better and achieve more—whether it’s work management, CRM, development, or service solutions.</p><p></p><p><strong>What sets me apart?</strong><br>✨ Proven ability to turn complex processes into intuitive workflows<br>🔗 Advanced integrations and automations as an official Make partner<br>🤝 Ongoing support focused on your long-term success</p><p></p><p>👉 Explore my profile to see real-world solutions in action.<br>👉 Schedule your free discovery call and <span>and </span>let’s take your business to new heights with <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>!</p>",
  "shortIntro": "🚀 We help companies over the world to turn chaos into clarity with custom monday.com workflows and integrations with any tool. \nWith 20+ years of experience and 200+ projects, we make your work easier, faster, and more productive.",
  "expertiseAndFocus": "🔧 From CRM to project management, we build tailored monday.com solutions. ✨ Smart workflows, AI solutions, automations, and 🔗 Make.com integrations that scale with your business.",
  "whyWorkWithUs": "💼 We don’t just set up monday.com—we build solutions that work for you. 🎯 Clear workflows, real results, and 🤝 ongoing support to help your team grow with confidence.",
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      "name": "Artist Release Management",
      "impact": "Boosted efficiency by centralizing artist tracking, automating updates, and providing real-time release progress visibility—eliminating manual tasks and errors.",
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      "description": "<h2>1. The Client</h2><p>Mouth Watering Records is an independent record label, publishing, and artist management company. They handle artist development, releases featuring and coordinate complex workflows across boards, databases, and automations. Previously reliant on scattered tools, they sought a unified system for streamlined artist onboarding, release tracking, and real-time synchronization.​</p><h2>2. The Challenge</h2><p>Mouth Watering Records <strong>faced inefficiencies from fragmented data across multiple boards and manual processes</strong> for artist selection, release creation, and progress tracking. Key pain points included duplicative status updates (e.g., multiple \"open\" labels), lack of centralized visibility into label progress, and time-consuming configurations for deadlines and feedback loops.​</p><p>Teams needed better cross-board synchronization, automated task generation (e.g., sub-items, groups), and color-coded progress indicators without constant manual intervention or email chases.​</p><h2>3. The Solution</h2><p>The implementation began by mapping existing workflows, then building a <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>-based artist management system with dedicated boards for artists and releases. Core features include selecting artists from a database, auto-generating release items with details (title, owner, dates), timeframe automations for deadlines (e.g., 8 weeks prior), and webhook syncs for real-time status updates.​</p><p>The full automated system implementation was powered by <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a>.</p><p>Training focused on template usage, board creation under folders, and minor fixes like status duplicates, <strong>ensuring smooth adoption for ongoing scalability</strong> (e.g., weekday/month specifics).​</p><h2>4. Results</h2><p>Centralized artist and release data with <strong>automated synchronization reduced manual work and errors</strong>. Enhanced visibility into progress via color codes and linked boards sped up decision-making.</p><p>Teams now self-manage workflows naturally, with reliable reporting from synced feedback, fostering efficient scaling for new artists and releases.</p><h2>5. In Summary</h2><p>This implementation transformed Mouth Watering Records' operations into a cohesive, automated system that mirrors their creative process—clear, collaborative, and ready to evolve with future enhancements.</p>",
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      "name": "Fundraiser Orders Workflow",
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      "clientName": "Southern Baked Pie",
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      "description": "<h2>1. The Client</h2><p>Southern Baked Pie Company, a pie maker, specializes in gourmet sweet and savory pies, serving retail stores, nationwide shipping, corporate gifting, and catering—including school fundraisers. Their operations involve coordinating deals, orders, campaigns, and fulfillment across teams, but previously relied on manual processes that scattered data and delayed order handling.</p><h2>2. The Challenge</h2><p>The company <strong>needed streamlined management for fundraiser orders</strong>, capturing essential details like contact information, orders and catering date. Pain points included manual form creation, no automatic deadline enforcement, disconnected campaign tracking, and submission collection—leading to errors, delays, and poor visibility into fulfillment.​</p><h2>3. The Solution</h2><p>We mapped the existing fundraiser workflow to create a scalable fundraiser system, starting with the capturing of the lead interest. This triggers automation to clone pre-built forms from templates — auto-disabling submissions one day after the deadline using <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> — while linking to a dedicated campaign board for details (e.g., synced fulfillment locations) and a submissions board that aggregates all orders with timestamps and pricing.<span>​</span></p><p><span>The system also allows to track the inventory providing a full solution to the fundraiser orders management.</span></p><h2>4. Results</h2><p>Fundraisers now run efficiently with <strong>automated forms creation and disabling integrated with Jotform</strong>, real-time submission tracking, and seamless coordination—reducing manual tasks, ensuring timely fulfillment, and minimizing errors across deals and orders.​</p><h2>5. In Summary</h2><p>This integrated system turned fragmented fundraiser processes into a smooth, automated flow that fits naturally into daily operations, boosting coordination and scalability for community initiatives.</p>",
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      "impact": "The updated system streamlined contract and invoice creation with country-specific pricing and automated updates, slashing manual errors and enabling rapid payment",
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      "description": "<h2>1. The Client</h2><p>Skyviews Inc., a Barbados-based family-owned publisher of colorful maps and pocket guides for 12 Caribbean islands, manages client deals for endorsements, trade fairs, and distribution—requiring precise contracts and invoices populated with account details, country-specific product pricing, and graphics. </p><h2>2. The Challenge</h2><p><strong>Manual processes </strong>previously caused incomplete templates with pricing mismatches across countries, and disjointed invoice updates. Teams faced <strong>delays from hand-populating contracts and invoices</strong>, resulting in empty fields (e.g., phone numbers), undefined values, unclear discount sources, unmapped product rates by country (e.g., map purchases lacking rates), and manual updates—<strong>leading to errors, payment gaps</strong>, and workflow confusion between drafting, signing, and QuickBooks syncing.</p><h2>3. The Solution</h2><p>The <strong>new system automates contracts </strong>to auto-fill account info, graphics, contacts, and pricing with draft/signed fields and status triggers from \"prepare\" to \"ready.\" A QuickBooks update extension reorganized products by country, enables dynamic invoice updates and prepares for payment —proposing invoice creation under parent deals similar to contracts for better organization, pending accountant input on emailing.</p><p>The system creates the <strong>contracts in Pandadoc </strong>sending them for signature and capturing the status of the signatures in monday.</p><p><strong>Invoices and payments </strong>are automatically managed with <strong>Quickbooks</strong>. <br>Both integrations are connected through Make.com.</p><h2>4. Results</h2><p><strong>Contracts and invoices now generate and update faster </strong>with accurate, country-specific pricing, minimizing errors and enabling seamless payment flows for Skyviews' distribution operations.</p><h2>5. In Summary</h2><p>This integrated system evolved fragmented deal-to-invoice processes into an automated, tested pipeline, streamlining client engagements and financial accuracy for Skyviews Inc.'s Caribbean publishing.</p>",
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      "description": "<h2>1. The Client</h2><p>Somos Bilingües, a New York-based provider of bilingual therapy, evaluations, and enrichment for children, coordinates three key processes: evaluation management across counties, billing to districts, and payroll management to evaluators.</p><h2>2. The Challenge</h2><p><strong>Manual handling fragmented evaluation tracking in Excel </strong>(days, assignments, JotForm statuses), district <strong>billing </strong>(monthly evaluations, notifications for unassigned cases), <strong>and payroll </strong>(aggregating requests by evaluator for invoice generation)—<strong>causing data scatter, delays, and errors </strong>in oversight.</p><h2>3. The Solution</h2><p>Evaluations captured via JotForm are now fed into a <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a>-powered system with three connected workflows:</p><p><strong>Evaluation Management:</strong> Dedicated Tracker board auto-calculates evaluated days via formulas, incorporates county fields/forms, streamlines evaluator selection with a lookup table, sends automated confirmation emails, and maintains a \"Request Summary\" dashboard replicating JotForm statuses (\"assigned,\" \"documentation sent,\" \"unable to start\")—triggering district notifications and handling cancellations seamlessly.<span>​</span></p><p><strong>Billing to Districts:</strong> Centralized board aggregates monthly evaluations (tracking district-sent status, folder links, THC emails), <strong>automates invoice generation</strong> and delivery with embedded data tables, and deploys recurring daily/weekly/monthly task templates that self-populate due dates.<span>​</span></p><p><strong>Payroll Management to Evaluators:</strong> Monthly scans of Evaluation Tracker aggregate requests by evaluator, <strong>generate invoice line items </strong>with period dates/amounts, <strong>launch pre-filled JotForm requests via </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\"><strong>Make.com</strong></a><strong> </strong>(including name, email, details, PDFs), <strong>and update completion statuses automatically</strong>.</p><h2>4. Results</h2><p>Real-time dashboards eliminated manual calculations and data chasing across all three processes, <strong>cutting processing time by automating 80% of repetitive tasks</strong> while ensuring accurate county-specific assignments, timely district invoices, and error-free evaluator payments.<span>​</span></p><p>Seamless <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> integration reduced coordination overhead, enabling teams to focus on delivering services with full workflow visibility</p><h2>5. In Summary</h2><p>This three-process system unified fragmented workflows into scalable automation, for efficient bilingual child services.</p>",
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