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Simpleday
Rating
★ 5Partner since
2024
Locations
United States
United Kingdom
Canada
Australia
Languages
English
About Simpleday
We help teams make monday.com work the way their business runs. From workflows to automations and systems, we bring clarity and structure so you can focus on getting work done, not managing tools. We make monday.com simple - because simple works.
Expertise & focus areas
We design monday.com systems that support real business needs, from marketing and project management to operations and client delivery. Our work includes CRM setups, custom workflows, automations with Make.com, and AI-driven solutions.
Why work with us
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.
People
5
Paul Ronolo
Workflow Implementator
Paul is a monday.com and automation expert who helps businesses simplify operations and turn complex workflows into smooth, intuitive systems.
United States
English.
Dani Drutman
Project Manager
Dani is a Senior Technical Project Manager and certified monday.com expert with over a decade of experience in customer success and implementation.
Israel
English.
Deanna Portes
Project Manager
Deanna is a Project Manager who keeps teams organized and projects on track by building clear, efficient systems in monday.com.
Philippines
English.
Arslan Sajid
Workflow Implementator
Arslan knows how to make monday.com and Make.com work together smoothly, creating automations that take the hassle out of daily work.
Pakistan
English.
Rosa Kadic Kesegic
COO
Rosa works with companies to make their day-to-day operations run smoother and build systems that support steady, long-term growth.
Croatia
English.
Reviews
No reviews yet.
Partner metadata
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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",
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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 & 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 & 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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"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> </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 Workflow Upgrade That Eliminated Hours of Repetitive Work ",
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"clientName": "Flat Branch Bank",
"clientLogoUrl": "assets/partners/1043a9dc-7d2a-4ec8-8970-f40bec48559b/usecases/8a8de4d3-dc1b-46fc-90a4-71dacba21fa9/media/media_1773351156405.png",
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"description": "<h2><strong>About Flat Branch Bank</strong><br></h2><p><strong>Flat Branch Bank</strong>, headquartered in <strong>Columbia, Missouri</strong>, is a privately held, concierge-style community bank focused on delivering high-touch service and long-term relationships. The bank is known for its innovative flagship branch, which includes <em>The Heist</em>—a coffee shop and martini bar designed to bring people back into in-person banking.</p><p>As a newly relaunched bank operating from an acquired charter, Flat Branch Bank is building modern systems to support rapid growth across future markets.</p><p></p><hr><p></p><h2><strong>The Challenge</strong><br></h2><p>As the bank launched and began growing, their existing processes couldn’t support the volume of leads, client activity, and operational tasks required across deposits, loans, and internal teams.</p><p>Much of the work depended on manual steps, leading to bottlenecks, inconsistent experiences, and limited visibility.<br></p><p><strong>Key challenges included:</strong></p><ul><li><p>No centralized CRM or structured client journey</p></li><li><p>Manual onboarding processes for both deposit and loan accounts</p></li><li><p>Repetitive tasks like document collection, approvals, signatures, and system updates</p></li><li><p>Disconnected systems (Precision, Deposit Pro, debit card ordering, online banking) with no unified workflow</p></li><li><p>No clear visibility into where clients stalled in the process</p></li><li><p>No standardized employee onboarding</p></li><li><p>Client data scattered across spreadsheets, mixed between people and businesses</p></li></ul><p>Together, these gaps slowed the team down and made it difficult to provide the high-touch experience Flat Branch Bank aims to deliver.</p><p></p><hr><p></p><h2><strong>The Solution</strong><br></h2><p>Simpleday built a unified <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> system to reduce manual work, structure the client journey, and give Flat Branch Bank the visibility and scalability they need.</p><p></p><h3><strong>What We Implemented</strong><br></h3><p><strong>Automated workflow paths for deposits and loans<br></strong>Each product type now follows a structured, trackable lifecycle with clear phases such as documentation, preparation, signatures, and Precision entry.</p><p><strong>Lead intake + qualification system<br></strong>A teller-friendly form route leads directly into <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>—even for staff without CRM access. Multi-product leads can branch into separate workflows.</p><p><strong>Centralized Contacts + Accounts structure<br></strong>Cleaned and imported data now lives in organized boards, with business accounts connected to their associated contacts.</p><p><strong>Nurturing & cross-sell tracking<br></strong>Dashboards and product mapping support the bank’s key metric of three products per client, with quarterly follow-up automations.</p><p><strong>Employee onboarding workspace<br></strong>A dedicated HR area includes onboarding checklists, ownership assignments, and an active employee directory.</p><p><strong>Dashboards for leadership visibility<br></strong>Real-time insights show bottlenecks, active loan and deposit pipelines, and client activity at a glance.<br></p><hr><p></p><h2><strong>The Impact</strong><br></h2><p>The system is designed to deliver:<br></p><ul><li><p>A major reduction in manual onboarding steps</p></li><li><p>Time savings across both deposit and loan workflows</p></li><li><p>Faster processing and fewer delays</p></li><li><p>More time for high-value client relationships</p></li><li><p>Clean, structured data for accurate reporting</p></li><li><p>A scalable CRM foundation for opening future branches</p></li><li><p>A consistent, high-touch client experience aligned with the bank’s brand</p></li></ul><p></p><p>Flat Branch Bank now has the operational structure needed to grow confidently while keeping relationships at the center of their business.</p>",
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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: </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 & 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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"name": "Governance Workflow Upgrade That Improved Proposal Tracking Across A Global Sports Organization",
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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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"description": "<h2><span><strong>About Grace Steel Service & Watchdog Trailers</strong></span></h2><p></p><p><span>Grace Steel Service is a long-standing steel service center with decades of experience in the metals market, committed to providing quality steel materials with honesty, integrity, and value. The company supplies hot-rolled, cold-rolled, and structural steel products for fabrication and industrial use, serving a wide range of customers with reliable steel solutions.</span></p><p><span>Grace Steel Service also operates as the fabrication hub supporting trailer manufacturing for Watchdog Trailers, a growing open-trailer manufacturer distributed throughout the United States.</span></p><p></p><p><span>From this shared facility in South Bend, IN, steel parts are cut, bent, welded, powder-coated, and assembled into finished trailer components.</span></p><p><span>As trailer demand increased, leadership recognized the need for stronger operational infrastructure to manage production complexity and support scalable growth.</span></p><p><br></p><h2><span><strong>The Challenge</strong></span></h2><p></p><p><span>As production volume increased at Grace Steel and Watchdog Trailers’ shared South Bend facility, the team outgrew the paper-and-spreadsheet approach that had supported earlier operations. More parts were moving through more stations each day, and coordination depended on travelers, manual handoffs, and tribal knowledge.</span></p><p><span>Company leadership needed a clearer way to track work in progress, manage machine-specific requirements, and spot delays early, before they impacted trailer assembly. That led to several operational gaps:</span></p><p></p><p><span><strong>Paper-based production tracking:<br></strong>Each part moved across stations with a printed work order (“traveler”), making real-time tracking difficult.</span></p><p><span><strong>Limited visibility across work cells:<br></strong>Leadership couldn’t easily see where parts stood, what was delayed, or what was ready for assembly.</span></p><p><span><strong>No structured definition of part workflows:<br></strong>Different parts followed different fabrication paths, but there was no centralized way to define and track required steps by part.</span></p><p><span><strong>Machine-specific file complexity:<br></strong>Different CNC machines required different file formats and setup instructions, without consistent revision control tied to the work order.</span></p><p><span><strong>Manual order setup in spreadsheets:<br></strong>Orders weren’t automatically connected to parts, steps, and workstation instructions—so setup was manual and inconsistent.</span></p><p></p><h2><span><strong>The Solution</strong></span></h2><p><span>Simpleday implemented a connected manufacturing workflow inside </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>, supported by advanced </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://make.com\"><span>make.com</span></a><span> automations, to digitize and structure the entire steel fabrication process.</span></p><p></p><h3><span><strong>A Workflow That Mirrors the Factory Floor</strong></span></h3><p><span>Instead of generic status columns, the system reflects the actual shop layout.</span></p><p><span>Each fabrication station (cutting, press brake, welding, powder coating, QC, etc.) is structured as:</span></p><ul><li><p><span>Its own group</span></p></li><li><p><span>Its own tailored views</span></p></li><li><p><span>Its own production stage<br></span></p></li></ul><p><span>Each department sees only what’s relevant to their station, while leadership maintains full end-to-end visibility.</span></p><p><br></p><h3><span><strong>Automated Order-to-Production Setup</strong></span></h3><p><span>When a new order enters the system, </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\"><span>Make.com</span></a><span> automations are used to:</span></p><ul><li><p><span>Associate the order with the correct parts from a centralized Parts Table</span></p></li><li><p><span>Generate only the required fabrication steps for each part</span></p></li><li><p><span>Populate setup instructions and relevant blueprint files</span></p></li><li><p><span>Create workstation-specific QR codes<br></span></p></li></ul><p><span>This eliminates manual setup and ensures every work order begins complete and accurate.</span></p><p><br></p><h3><span><strong>Centralized Parts Database</strong></span></h3><p><span>A dedicated Parts Table serves as the source of truth for every part.</span></p><p><span>Each record includes:</span></p><ul><li><p><span>Part number and description</span></p></li><li><p><span>Quantity per trailer</span></p></li><li><p><span>Blueprint attachments</span></p></li><li><p><span>Key production data<br></span></p></li></ul><p><span>This ensures consistency and prevents duplicated or outdated information.</span></p><p></p><h3><span><strong>Defined Work Steps Per Part</strong></span></h3><p><span>A structured Steps board defines:</span></p><ul><li><p><span>Required stations per part</span></p></li><li><p><span>Setup instructions per machine</span></p></li><li><p><span>Notes and specifications<br></span></p></li></ul><p><span>Only relevant steps are generated per order, reducing clutter and confusion on the shop floor.</span></p><p><br></p><h3><span><strong>QR Code Access for Operators</strong></span></h3><p><span>Each workstation has a QR code allowing operators to:</span></p><ul><li><p><span>Scan and access their work queue</span></p></li><li><p><span>View blueprints and setup instructions</span></p></li><li><p><span>Log quantities completed<br></span></p></li></ul><p><span>This enables shop-floor updates without requiring every operator to have a licensed </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> account.</span></p><p><br></p><h3><span><strong>End-to-End Production Visibility</strong></span></h3><p><span>The main production board provides:</span></p><ul><li><p><span>All parts tied to each work order</span></p></li><li><p><span>All required fabrication stages</span></p></li><li><p><span>Real-time status per station</span></p></li><li><p><span>Clear completion tracking<br><br></span></p></li></ul><p><span>Each stage has its own view for focused execution, while leadership can view the entire production pipeline in one place.</span></p><p><br></p><h2><span><strong>The Impact: A Scalable, Paperless Factory Floor for Grace Steel</strong></span></h2><p><span>By replacing fragmented, manual processes with a centralized digital ecosystem, Grace Steel has successfully built a scalable manufacturing infrastructure that eliminates administrative bottlenecks and provides total shop-floor transparency.</span></p><p></p><ul><li><p><span><strong>Structured digital tracking system replaced paper travellers</strong>, giving every work order a clear, traceable path through production. </span></p></li><li><p><span><strong>Incoming orders now trigger fully built production workflows</strong> automatically, eliminating manual setup and reducing errors from the start. </span></p></li><li><p><span><strong>Leadership gains real-time visibility</strong> into bottlenecks, making it easy to spot where production slows and take action before delays escalate. </span></p></li><li><p><span><strong>Machine instructions are standardized across workstations</strong>, with centralized setup guidance and file access ensuring consistency on the floor. </span></p></li></ul><p></p><p><span>By working with Simpleday to move from paper to digital systems, Grace Steel built a manufacturing infrastructure designed to handle growing trailer demand without the errors and time drain caused by manual processes. Perhaps most importantly, Grace Steel rolled out a brand-new system that was adopted by all team-members to save time across all aspects of the company’s daily operations.</span></p>",
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"description": "<h2><strong>About Ahuva Events</strong></h2><p></p><p>Ahuva Events is a boutique event planning business based in Israel, led by founder Ahuva Shor<strong>e</strong>. Ahuva specializes in creating unforgettable celebrations including <strong>both, corporate events, and private events</strong> such as religious/cultural gatherings, birthdays, and anniversaries. She brings a creative, detail-oriented approach and handles everything from vendor coordination to logistics so clients can “relax and focus on savoring every moment.”<br></p><hr><h2><br><strong>The Challenge</strong></h2><p></p><p>Before this project, Ahuva tracked leads, proposals, budgets, tasks, and vendors manually (e.g., spreadsheets, messaging). She needed a <strong>centralized system</strong> to manage the full operational flow from first inquiry to event execution, enforce business rules like <em>“no planning starts before deposit is paid,”</em> and simplify reporting and repeatable workflows.</p><p></p><p><strong>Key operational goals:</strong></p><ul><li><p>Capture leads with essential data (event date, type, contact info)</p></li><li><p>Track lead progress to signed deal + deposit</p></li><li><p>Standardize event planning with <strong>task templates</strong> by event type</p></li><li><p>Manage vendor information centrally</p></li><li><p>Track budgets and actual costs at the task level</p></li><li><p>Build a contact list that grows automatically for newsletters and future campaigns<br></p></li></ul><hr><h2><br><strong>The Solution</strong></h2><p></p><h4><strong>Lead Intake + Pipeline</strong></h4><p></p><p>Simpleday designed a structured <strong>lead-to-event operating system</strong> in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> that aligns with Ahuva’s business rules and planning needs. Below are the core elements of the solution without excessive detail:</p><p></p><ul><li><p>We built a <strong>branded monday WorkForm</strong> to collect key lead info: <em>Name, Event Type, Event Date, Email, Phone</em> (required).</p></li><li><p>Now leads enter a <strong>Lead Management board</strong> with pipeline stages such as <em>Contacted, Proposal Sent, Contract Sent,</em> and <em>Client</em> <strong>only after deposit is paid</strong> (enforcing core business rule).</p></li><li><p><strong>monday AI</strong> extracts First and Last Names for future personalized communication.</p></li><li><p><strong>Automated follow-ups:</strong> We set up reminders for inactive leads (e.g., no response after X days) so prospects don’t fall through the cracks.</p></li><li><p><strong>Booked meeting workflow:</strong> When a lead reaches <em>Booked Meeting</em>, an automated email can send a <strong>Calendly link</strong> to schedule the call.</p></li><li><p><strong>Stage-based communication:</strong> Proposal and contract steps are designed to trigger automatic emails when the status changes (once email integration is connected).</p></li><li><p><strong>Newsletter capture:</strong> Every new lead is automatically added to a Contacts/Email database for future newsletters and nurturing.</p></li><li><p><strong>Key dates (optional / phase-based):</strong> The structure supports storing birthdays/anniversaries for future automations, if/when that becomes a priority.</p></li></ul><p></p><h4><strong>Event Creation & Management</strong></h4><ul><li><p>Once a lead becomes a confirmed <strong>client (after deposit)</strong>, an <em>event record</em> is created automatically with key event details.</p></li><li><p>Each event includes structured <strong>task lists (subitems)</strong> with owners, due dates, statuses, and estimated vs actual costs, allowing clear operational tracking and visibility.</p></li></ul><p></p><h4><strong>Budgets & Financial Visibility</strong></h4><ul><li><p>Events roll up budget data so Ahuva can see <strong>total approved budget, actual costs, and remaining balance</strong> in one place.</p></li><li><p>This supports planning decisions and helps avoid going over budget.</p></li><li><p><strong>Payment milestones:</strong> We added (or planned) fields to track deposit received, remaining balance, and due dates tied to the event timeline.</p></li><li><p><strong>Automated reminders:</strong> Automations can remind clients about outstanding balances (for example, <strong>one week before the event</strong>) if payment isn’t marked as received.</p></li><li><p><strong>Receipts (integration flag):</strong> Automated receipt sending/confirmation is planned via an accounting integration (e.g., “Morning” / Heshbonit Yeroka) using Make/API, if supported.</p></li></ul><p></p><h4><strong>Reporting & Visibility</strong></h4><p>Dashboards provide at-a-glance reporting across leads and events—such as <strong>pipeline volume, event status by stage, and revenue tracking by event or time period</strong>.</p><p></p><h4><strong>Vendor Database</strong></h4><ul><li><p>A central <strong>Vendors board</strong> stores vendor categories and contact details, linked directly to event tasks to give Ahuva a single source of truth for vendor management.</p></li></ul><p></p><h4><strong>Contacts & Email Database</strong></h4><ul><li><p>Every incoming lead automatically adds a contact to a <strong>Contacts board</strong>, creating a growing list for future marketing (e.g., newsletters).</p></li><li><p>This database supports long-term lead nurturing and post-event engagement (e.g., seasonal messages and future outreach).</p></li><li><p>Key dates (birthdays/anniversaries) can be stored here to enable future automated emails.<br></p></li></ul><hr><p></p><h2><strong>The Impact: A Unified Source of Truth for Event Planning</strong></h2><p></p><p>Today, Ahuva manages her entire operation through a centralized <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> workspace. By integrating leads, vendors, and budgets into a single ecosystem, she has eliminated data silos and reclaimed her time.</p><p></p><p>Key Results:</p><p></p><ul><li><p><strong>Centralized command center:</strong> A single source of truth for leads, contacts, events, vendors, and budgets.</p></li><li><p><strong>Real-time visibility:</strong> Clear visual pipelines and high-level dashboards provide instant insights into daily operations.</p></li><li><p><strong>Workflow automation:</strong> Smart automations reduce manual data entry, ensuring 100% consistency across every event.</p></li><li><p><strong>Financial integrity:</strong> Built-in safeguards enforce critical business rules – such as ensuring event planning never begins until a deposit is secured.</p></li></ul><p></p><p>For Ahuva, the true impact isn’t just a better organized spreadsheet – it’s the mental clarity of knowing that every detail of her business is exactly where it belongs, allowing her to stop managing data and focus on her clients.</p>",
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