Simpleday

Partner metadata

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  "shortDescription": "Transform chaos into clarity with custom monday.com workflow",
  "longDescription": "Hi! I'm Tara, a certified monday.com expert since 2015. I've helped 300+ companies transform chaos into clarity through strategic workflow implementation and ongoing support. What sets me apart? I design simple yet powerful systems that boost team communication and business success. monday.com can make your life easier and business run smoother - let's make it happen! \n\nWatch: https://youtu.be/NbRTvUXTOPc to learn more about how we can help.",
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  "whyWorkWithUs": "We’ve helped over 400 teams get real results with monday.com. Our approach is practical and personal, backed by real examples from our Mastering monday YouTube channel https://www.youtube.com/@mastering-monday. We make monday.com feel easy.",
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      "description": "<h2><strong>About Marshal Renee</strong></h2><p></p><p>Marshal Renee is a rapidly growing construction company based in <strong>Texas</strong>, with operations spanning multiple cities including <strong>Austin, Dallas, and additional surrounding regions</strong>.</p><p></p><p>Founded more than 20 years ago, the company has expanded into <strong>eight divisions</strong> providing residential and commercial services in pavers, turf, walls, and other exterior construction solutions.</p><p></p><p>The organization handles significant project volume — especially on the commercial side — where they receive <strong>70–100 ITBs (Invitations to Bid) every day</strong>. Their work involves consistent collaboration with general contractors, home builders, and pool builders, while also managing a high number of residential homeowner projects.</p><p>The team includes over <strong>30 field crews</strong>, multiple estimators, administrative staff, and project managers working across three regional offices.</p><p><br></p><h2><strong>The Challenge</strong></h2><p></p><p>As Marshal Renee expanded, their systems couldn’t keep up with the pace and complexity of their work.</p><p></p><p><strong>Disconnected workflows:<br></strong>Residential leads were tracked in a CRM, while commercial opportunities lived in a separate <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> account managed by another company. The systems didn’t speak to each other, and nothing worked together.</p><p></p><p><strong>Process confusion:<br></strong>Once a job was awarded, every team followed different internal processes. There was no shared view of what was happening across operations, leading to duplicated work and unclear handoffs.</p><p></p><p><strong>Manual scheduling for 30+ crews:<br></strong>Excel-based schedules made it nearly impossible to see crew availability or plan upcoming jobs across multiple regions.</p><p></p><p><strong>Double data entry:<br></strong>Information had to be entered in multiple places, slowing down the team and creating information inconsistencies.</p><p></p><p><strong>No visibility into marketing performance:<br></strong>With significant investment in channels like TV, Facebook, and website leads, leadership had no way to measure where valuable opportunities were coming from.</p><p></p><p><strong>Unclear data boundaries:<br></strong>The team wasn’t sure what belonged in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> versus SharePoint, especially with commercial projects involving large files, plans, and estimates.<br><br></p><h2><strong>The Solution</strong></h2><p>Simpleday built a connected system inside <strong>monday CRM</strong> that brought the entire workflow, from the first lead to final job delivery, into one place.</p><p></p><p><strong>A unified sales process</strong></p><p>Leads, deals, and jobs now flow through a single structured pipeline. Information moves automatically, so teams no longer have to enter the same data twice. Each stage displays only the fields the team needs, keeping everything clean and easy to use.</p><p></p><p><strong>Centralized client records</strong></p><p>Contacts and companies are automatically created and connected as leads come in, giving the team one reliable database that grows with every new opportunity.</p><p></p><p><strong>Clear job tracking</strong></p><p>Once a deal is won, a job is created with all relevant details already in place. Teams can see job status, key information, and responsibilities in one view that’s simple for crews, PMs, and admin teams to follow.</p><p></p><p><strong>Crew scheduling that works</strong></p><p>Crew assignments, workloads, and timelines now live inside <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. Leadership can see which crews are available, which jobs they’re on, and what’s coming next without relying on Excel.</p><p></p><p><strong>Defined boundaries between </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> and SharePoint</strong></p><p>Operational details stay in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. Heavy documents, photos, and large files stay in SharePoint. Each job includes a single link to the appropriate folder, allowing the monday boards to remain relevant and efficient without losing context.</p><p></p><p><strong>Dashboards for better decisions</strong></p><p>Leadership now has clear visibility into:</p><h3></h3><ul><li><p>Pipeline trends</p></li><li><p>Lead source performance</p></li><li><p>Lost reasons</p></li><li><p>Job progress by region</p></li><li><p>Crew capacity<br><br></p></li></ul><h2><strong>The Impact</strong></h2><p></p><p>The improvements have been substantial:</p><p></p><ul><li><p>A unified workflow that connects residential and commercial processes</p></li><li><p>Cut sales admin process time in half by eliminating double entry between leads, deals, jobs, contacts, and accounts</p></li><li><p>Clear visibility after a job is awarded, reducing confusion across teams</p></li><li><p>Real-time scheduling for crews across multiple cities</p></li><li><p>Accurate insight into lead sources and marketing ROI</p></li><li><p>A scalable system ready for future integrations like e-signatures and proposal generation<br></p></li></ul>",
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      "name": "Property Management Scalable Task Management System to Support Rapid Growth",
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      "clientName": "Regal Communities",
      "clientLogoUrl": "assets/partners/1043a9dc-7d2a-4ec8-8970-f40bec48559b/usecases/8e810bab-8f55-476e-bce0-488fd24255a3/media/media_1771428152476.png",
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      "description": "<h2><span><strong> About Regal Communities</strong></span></h2><p></p><p><span>Regal Communities is a mobile home community owner-operator led by Founder &amp; CEO Josh Schulman. The company owns communities across the United States, including Florida, Georgia, Texas, Arkansas, Pennsylvania, and Missouri, and is growing quickly—acquiring 17 communities in roughly eight months.</span></p><p></p><p><span>With 2,000+ residents today (and a goal of reaching ~5,000 by year-end) and 25 communities, Regal’s team manages a high volume of day-to-day requests across property operations and the back office, while also building repeatable systems that can scale as new communities are added.</span></p><p></p><h2><span><strong>The Challenge</strong></span></h2><p><span>Regal Communities adopted </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> before, but the setup became difficult to manage: too many boards, duplicated processes, and no consistent intake method—especially as the company scaled.</span></p><p><span>Key challenges included:</span></p><p></p><ul><li><p><span><strong>Too many boards, not enough structure:</strong> Processes lived across many boards with overlapping use cases, creating confusion and extra manual work.</span></p></li><li><p><span><strong>Inconsistent task intake:</strong> Residents were supposed to submit requests through Yardi, but in practice most requests came directly to property managers by phone/text. Internal requests also arrived informally (calls, messages, hallway conversations).</span></p></li><li><p><span><strong>Limited accountability and visibility:</strong> Leadership needed a way to track ownership, due dates, responsiveness, and workload balance across departments and communities.</span></p></li><li><p><span><strong>Resident experience risk:</strong> Prior automation attempts caused resident-facing errors (ex: incorrect notices), creating frustration and trust issues.</span></p></li><li><p><span><strong>Reliance on outside help:</strong> Regal wanted a system their team could maintain—so new communities could be added and workflows adjusted without depending on an external expert for every change.<br></span></p></li></ul><p></p><h2><strong>The Solution</strong></h2><p></p><p><span>Simpleday designed a foundational task management system in </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> focused on three centralized workflows—each powered by standardized forms, assignment rules, and performance tracking.</span><br></p><ul><li><p><span><strong>A unified workspace structure built for scale:<br></strong>Instead of separating everything into state-based workspaces, the plan was to consolidate into one primary workspace (Enterprise permissions supported), using views/filters by state and community to keep it organized while enabling roll-up dashboards.<br></span></p></li><li><p><span><strong>Three core boards + forms to standardize intake:</strong></span></p><ol><li><p><span><strong>Resident Requests</strong> (submitted via a monday WorkForm embedded on Regal’s website; managers can also submit on a resident’s behalf when requests come in by phone)</span></p></li><li><p><span><strong>Back Office Requests</strong> (internal teams submit requests via a form so tasks are captured, assigned, and tracked consistently)</span></p></li><li><p><span><strong>Vendor Requests / Vendor Management</strong> (vendor inquiries like invoice/payment issues plus tracking vendor documentation such as insurance, contracts, and compliance)<br></span></p></li></ol></li><li><p><span><strong>Automation-based routing and coverage (Batman &amp; Robin):<br></strong>Requests can be automatically assigned based on category/type, with a primary owner and backup owner to prevent tasks from stalling during PTO or coverage gaps. The solution also included integrations with Yardi and Make. <br></span></p></li><li><p><span><strong>SLA-driven due dates and performance tracking:<br></strong>Regal outlined target response and resolution timelines by request type (ex: collections, leasing, urgent vs. non-urgent maintenance). Due dates can be extended with a tracked reason to support accountability without losing context.<br></span></p></li><li><p><span><strong>Workload visibility:<br></strong>Dashboards (including workload/capacity views) help leadership see who is overloaded, where bottlenecks are forming, and whether task volume is distributed fairly.<br></span><br></p></li></ul><h2><span><strong>The Impact</strong></span></h2><p></p><p><span>This build sets Regal up with consistent request intake, clear ownership, and leadership-level visibility—so the team can grow to 5,000 residents without rebuilding processes. As a result, Regal now has:</span></p><p></p><ul><li><p><span><strong>One consistent intake process</strong> for resident, back office, and vendor requests</span></p></li><li><p><span><strong>Clear ownership</strong>, due dates, and follow-through across teams</span></p></li><li><p><span>Better resident experience through <strong>faster response times</strong> and<strong> fewer missed requests</strong></span></p></li><li><p><span><strong>Leadership visibility</strong> into workload and community-level trends (ex: repeated issue types in specific communities)</span></p></li><li><p><span><strong>A repeatable model to onboard new communities</strong> without rebuilding processes from scratch<br></span></p></li></ul>",
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          "quote": "\"Their ability to translate complex processes into clean, intuitive, and efficient Monday workflows is exceptional.\n\nWe’re operating more efficiently, with better visibility and far less friction across the board because of them.\"\n\n–Josh Schulman, Principal at Regal Communities",
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      "name": "Scaling Precision Through Better Systems",
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      "description": "<h2><strong>About American Tank</strong></h2><p></p><p>American Tank is a one-of-a-kind manufacturer of corrugated steel water tanks based in Windsor, California. Tanks are built from sheets of steel formed into panels, then assembled in the shop or erected in the field. Each tank is built to the customer’s unique specifications—where the level of detail is high and mistakes aren’t an option.</p><p></p><h2><span><strong>The Challenge</strong></span></h2><p><span>With the impending retirement of the company owner, American Tank was tasked with building <strong>management and production systems</strong> that would allow a <strong>very small management team</strong> to succeed without the owner’s day-to-day contributions.</span></p><p><span>American Tank needed a system that could handle:</span></p><p></p><ul><li><p><span>High-detail, custom production requirements with <strong>zero tolerance for error</strong></span></p></li><li><p><span>Clear handoffs across the full workflow: (customer acquisition, inventory management, procurement, delivery/field erection)</span></p></li><li><p><span>Strong operational visibility for a small management team</span></p></li><li><p><span>Reliable tracking and documentation of decisions, changes, and production steps</span></p><p></p></li></ul><h2><span><strong>The Solution</strong></span></h2><p><span>After evaluating options, the team selected </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span><strong>monday.com</strong></span></a><span> as the platform to build a connected operational system. Simpleday implemented a </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>-based workflow designed around American Tank’s real production reality—not a generic template. The Simpleday team combined deep </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> platform knowledge with a fast understanding of the company’s end-to-end process, including customer acquisition, inventory management, procurement, and delivery.</span></p><p></p><h2><span><strong>The Impact</strong></span></h2><p><span>The changes delivered measurable improvement across operations:</span></p><p></p><ul><li><p><span><strong>Reduced stress, errors, and production time by over 80%</strong>&nbsp;</span></p></li><li><p><span>Improved management oversight for a lean team</span></p></li><li><p><span>Faster, more consistent execution across highly customized builds</span></p></li><li><p><span>Better quality control through clearer process steps and accountability</span></p></li><li><p><span>A complete job history archive from customer acquisition to completion<br><br></span></p></li></ul>",
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      "name": "The End-to-End monday.com Build That Simplified Nurse Staffing, Candidate Placement, and Onboarding",
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      "description": "<h2><strong>Company Background</strong></h2><p></p><p>A healthcare staffing company needed a unified way to manage two parallel but connected processes:<br></p><ol><li><p>Selling staffing services to nursing homes, and</p></li><li><p>Recruiting, preparing, and onboarding nurses for placement.</p></li></ol><p></p><p>Their existing workflows required heavy manual work, duplicate data entry, and no single hub to track a candidate from first contact all the way through onboarding.</p><p></p><h2><strong>The Challenge</strong></h2><p></p><h5><strong>Disconnected Processes</strong></h5><p>Sales and HR worked from separate systems, making it difficult to track which candidates were tied to which nursing home and where each deal stood.</p><h5><strong>State-by-State Compliance</strong></h5><p>Each U.S. state had its own nursing requirements and documentation. There was no consistent way to store, reference, or connect these requirements to the correct deals.</p><h5><strong>High Candidate Volume</strong></h5><p>Each nursing home required multiple RNs and CNAs. HR needed to upload CVs, review profiles, and track progress for dozens of candidates at a time.</p><h5><strong>Manual Email Communication</strong></h5><p>Sending candidate profiles to nursing homes required manually assembling emails and copying information from multiple sources.</p><h5><strong>Complex Onboarding Pipeline</strong></h5><p>Once a candidate was hired, they moved into a long onboarding workflow involving visas, certification steps, state exams, and document collection — all managed outside of any structured system.</p><p></p><h2><strong>The Solution</strong></h2><p></p><p>Simpleday built a fully connected workspace inside <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> that tied Sales, HR, and Onboarding into a single workflow.</p><p>The setup uses <strong>monday CRM</strong>, a customized Candidates board, an Onboarding board, a State Requirements library, and two <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> automations for subitems and Gmail draft creation.</p><p>Together, these components bring the full cycle into one place: lead → deal → candidate selection → hire → onboarding.</p><p></p><h4><strong>Workflow Breakdown:&nbsp;</strong></h4><p></p><h5><strong>Lead Management</strong></h5><ul><li><p>Leads enter through a form into the Leads board</p></li><li><p>State requirements auto-link using a connected board</p></li><li><p>Qualified leads automatically generate Accounts, Contacts, and Deals</p></li></ul><h5><strong>Deal Tracking</strong></h5><ul><li><p>Deal values calculated using RN/CNA needs</p></li><li><p>Connected CRM boards provide full context</p></li><li><p>Sales works the deal stages inside the monday CRM</p></li></ul><h5><strong>Candidate Management</strong></h5><ul><li><p>monday AI extracts email/phone from uploaded CVs</p></li><li><p>Candidate pipeline tracks review status, recruiter, and resume links</p></li></ul><h5><strong>Matching Candidates to Deals</strong></h5><ul><li><p>Sales selects candidates from a connected board column</p></li><li><p><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> creates subitems on both boards for shared visibility</p></li></ul><h5><strong>Candidate Proposal Emails</strong></h5><ul><li><p>A status change triggers <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> to generate a Gmail draft</p></li><li><p>Draft includes client name, candidate names, and resume links</p></li></ul><h5><strong>Onboarding</strong></h5><ul><li><p>Hired candidates automatically move to the Onboarding board</p></li><li><p>Visa steps, training milestones, documents, and exams are tracked until completion</p></li></ul><h5><strong>Key Automations &amp; Integrations</strong></h5><ul><li><p>Lead → Deal conversion</p></li><li><p>Automatic Contact + Account creation</p></li><li><p>Activity logging</p></li><li><p>Candidate/deal subitem creation via <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a></p></li><li><p>Gmail draft creation via <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a></p></li><li><p>Onboarding item creation when a candidate is hired</p><p></p></li></ul><h2><strong>The Impact</strong></h2><ul><li><p>One connected workflow for Sales, HR, and Onboarding</p></li><li><p>Faster candidate submissions with consistent, accurate details</p></li><li><p>Reduced manual data entry thanks to AI extraction</p></li><li><p>Organized onboarding process with full visibility</p></li><li><p>Accurate forecasting as RN/CNA needs shift</p></li></ul>",
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      "description": "<h2><strong>Organization Background</strong></h2><p></p><p>This non-profit organization is the international governing body for a major competitive sport and is recognized by global sporting authorities. With a long-standing history in the sport, it oversees key aspects worldwide – ranging from rules and eligibility standards to major international events and long-term development initiatives.</p><p>Operating as a global federation headquartered in Europe, the organization supports a large network that includes:</p><ul><li><p>A worldwide community of athletes, officials, judges, umpires, event organizers, and volunteers</p></li><li><p>Over 100 national member organizations</p></li><li><p>Over 100 recognized competition categories (representing different competition categories/equipment types)</p></li><li><p>Committees, commissions, and working groups responsible for governance, regulation, safety, eligibility, rules, and events</p><p></p></li></ul><hr><p></p><h2><strong>The Challenge</strong></h2><p></p><p>The organization’s constitutional and regulatory proposal process involves multiple levels of review: the Executive Office, reporting committees, recommending parties, and final approval bodies (such as the Board of Members or Council). Their existing <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> structure was functional but no longer meeting the demands of the organization.</p><p>Key challenges included:<br></p><ul><li><p><strong>Difficulty updating proposals</strong> once submitted through a form.</p></li><li><p><strong>Form limitations</strong>—such as no dropdowns and no ability to edit existing items—that required significant manual work.</p></li><li><p><strong>Loss of proposal numbers</strong> when items moved between boards, impacting governance traceability.</p></li><li><p><strong>Need for a public-facing submission form</strong> to allow external individuals to propose changes and follow progress.</p></li><li><p><strong>Complex permission considerations</strong>, balancing committee involvement with licence cost constraints.</p></li><li><p><strong>Inconsistent workflows</strong> that made it harder for different committees to follow a unified process.<br>A recognition from the team that <strong>a rebuild may serve them better than retrofitting their current setup</strong>.<br></p></li></ul><p>Given the organization’s size and governance responsibilities, they needed a more reliable, structured system that could support formal decision-making across global committees and ensure accuracy throughout the proposal lifecycle.</p><p></p><hr><p></p><h2><strong>The Solution</strong></h2><p>The Simpleday team built a connected workflow using <strong>monday Work Management</strong>, <strong>monday WorkForms</strong>, and <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\"><strong>Make.com</strong></a> to automate proposal movement, maintain consistent data, and support the organization’s governance structure.</p><p></p><p><strong>Aligned terminology and mapped columns:<br></strong>Standardized naming and column mapping across all relevant boards within monday Work Management to support reliable automation and reduce maintenance..<br>Simpleday:</p><p></p><p><strong>Cross-board automations (monday Work Management + </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\"><strong>Make.com</strong></a><strong>):<br></strong>Built <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> scenarios that automatically create or update linked items across consultative bodies, reporting committees, and deciding-body boards.</p><p></p><p><strong>Proposal ID as the primary key:<br></strong>Standardized Proposal ID so monday Work Management and <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> always update the correct item, regardless of which board triggers the change.</p><p></p><p><strong>Dynamic proposal numbering system:<br></strong>Created a quarterly auto-incrementing numbering format (e.g., 001Q2), backed by a small database and integrated with monday Work Management for accuracy and automated resets.</p><p></p><p><strong>Status syncing across decision bodies:<br></strong>Configured logic so approvals and rejections automatically update the original record in the Executive Review Board and move items into the correct groups using native monday automation.</p><p></p><p><strong>Submitter classification (monday WorkForms + formula logic):<br></strong>Added automated rules to categorize submitters based on form inputs, with an administrator override when needed.</p><p></p><hr><p></p><h2><strong>The Impact</strong></h2><p>The new workflow gives the organization a clearer, more reliable way to manage proposals from consultation through final decision.</p><ul><li><p>Proposal IDs now stay consistent across all boards.</p></li><li><p>A significant portion of manual cross-board updates has been automated.</p></li><li><p>Committees, the Executive Office, and deciding bodies all work from the same core data.</p></li><li><p>Proposal numbering is accurate, structured, and easier to report on.</p></li><li><p>Submitter types are identified consistently for governance and analysis.</p></li></ul><p>Overall, the organization now has a workflow that better reflects the complexity of its global governance process while reducing repetitive work and improving confidence in the data behind each decision.</p><p></p><p></p>",
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