Thinqloud Solutions
Partner since
2025
Locations
India
Languages
English
Hindi
Marathi
About Thinqloud Solutions
Our strength and differentiator lie in our “approach” to designing effective, efficient business processes. Our experience with diverse business domains, architecting solutions, and building platforms helps us achieve this.
Expertise & focus areas
Focus Industries - Banking & Financial Services, Healthcare & Life Sciences, Real Estate, Manufacturing, Retail, Hi-Tech & SaaS companies, Non-Profits.
Why work with us
“Our goal is to deliver an exceptional customer experience.” - Use technology to clearly define and implement well-designed business processes. This is the best way to provide a consistent experience to customers at scale while managing costs.
People
4
Ish Chowdhary
Director Customer Success, Thinqloud Solutions.
Marketing, Presales, and Sales ✱ Has spent 30+ years in IT & ITeS ✱ Experienced in Business Process Management, Marketing, Sales, Implementation of Software solutions, and ITeS operations ✱ Banks, Financial institutions, Healthcare, Real Estate, Hi Tech & Nonprofit domains
India
English.
Sujeet Acharya
Chief Delivery Head, Thinqloud Solutions.
✱ A delivery leader with 25+ years of experience in SaaS, cloud, and enterprise programs. Focussed on scaling teams, optimizing delivery pipelines, and aligning technology execution with business outcomes. ✱ Built delivery frameworks that bring agility, predictability, and accountability to every engagement. ✱ Expertise SaaS & Cloud Delivery Leadership Enterprise Program Management Agile & Scalable Delivery Frameworks Business–Technology Alignment Process Optimization & Governance ✱ ndustries Technology | SaaS | Cloud | Enterprise Solutions
India
English.
Amrut Gaikwad
Delivery Head - monday.com, Thinqloud Solutions.
✱ 13+ years of experience in full-stack software development, backend engineering, and database architecture ✱ Strong expertise in scalable SaaS delivery and cloud-native systems ✱ Proven track record in building data-driven, high-performing applications ✱ Passionate about automation, performance optimization, and continuous improvement ✱ Innovator at heart — driving new ideas in data engineering and performance at scale
India
English. Hindi. Marathi.
Husain Raja
Regional Head for UAE & GCC, Thinqloud Solutions.
✱ 20+ years of experience in IT, Automation, Digital Transformation, and SaaS delivery ✱ Expert in implementations, workflow automation, and customer success ✱ Leads cross-functional teams to deliver tailored, scalable solutions for clients throughout the globe ✱ Real Estate, Construction, Manufacturing, Logistics, Retail & Fintech, Healthcare, Security, and compliance domains
United Arab Emirates
English.
Services
Integrations
Connect monday.com with your existing tools and third-party applications.
Setup & Configuration
Full setup of monday.com, tailored by experts to your unique business needs.
Data Migration
Seamlessly migrate your existing data from other platforms to monday.com.
Data Services
Solutions for data organization, analytics, and reporting that enable better decisions.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
App solutions
Build custom applications and integrations to extend monday.com functionality.
Automations
Automated workflows that reduce manual work and increase efficiency.
Strategy & Planning
Strategic consulting and planning to optimize your processes.
AI Enhancement
Leverage AI to enhance your workflows and automate complex processes.
Training & Enablement
Comprehensive programs and guidance to ensure your team adopts monday.com effectively.
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"description": "<h1><span><strong>Lead & Opportunity Management System on </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></h1><p></p><h2><span>Company Background</span></h2><p><span>This Company with a B2B business model operates in the life sciences domain, specializing in managing and conducting clinical trials for pharmaceutical and biotech companies. Their business process revolves around ensuring regulatory compliance, accurate data collection, and timely execution of studies across various trial phases — from feasibility and site selection to patient recruitment, data monitoring, and final reporting.</span></p><p><span><strong>Use Case:</strong> Streamlining lead capture, capturing the response times & the communications made, tracking sales opportunities, and improving team collaboration and sales conversion rates.</span></p><p></p><h2><span>Business Challenge</span></h2><p><span>The Company had several challenges managing leads and opportunities:</span></p><ul><li><p><span>Leads were captured via different channels (website, webinars, referrals, Facebook ads, conferences, Emails) but were not centralized.</span></p></li><li><p><span>Business cards captured as scanned images from events / conferences were stored in the One Drive. There was no way to automatically parse these images and create leads in </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a></p></li><li><p><span>Hot Leads were not contacted within 24hrs of creation.</span></p></li><li><p><span>The communication with the leads was not tracked and the management had no visibility about the team’s involvement in the lead nurturing.</span></p></li><li><p><span>There was no visibility into the status of opportunities across sales reps.</span></p></li><li><p><span>Manual follow-ups led to missed deals and inconsistent customer experiences.</span></p></li><li><p><span>Reporting on sales performance was time-consuming and inaccurate.</span></p></li></ul><p><span> </span></p><h2><span>Objectives</span></h2><ol type=\"1\"><li><p><span>Centralize all lead data and communications in one place.</span></p></li><li><p><span>Standardize the leads & sales pipeline process.</span></p></li><li><p><span>Enable easy tracking of leads & opportunity status, ownership, and communication.</span></p></li><li><p><span>Automate follow-ups and activity reminders.</span></p></li><li><p><span>Improve visibility through dashboards and reports.</span></p></li></ol><p></p><h1><span><strong>Solution 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></h1><p><span>The client then implemented a <strong>Lead & Opportunity Management System</strong> using </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span>’s CRM templates, Integrations and customizations.</span></p><p><span> </span></p><h2><span>System Setup</span></h2><p><span><strong>1. Lead Management Board</strong></span></p><ul><li><p><span><strong>Fields:</strong> Lead Name, Source, Contact Info, Assigned Rep, Status, Lead Score</span></p></li><li><p><span><strong>Automations:</strong></span></p><ul><li><p><span>When status is “Qualified,” move item to Opportunity Board.</span></p></li><li><p><span>Capture the created date, next follow up date, last contacted date & the average response time on each email reply.</span></p></li><li><p><span>Auto-assign reps based on region or product interest.</span></p></li><li><p><span>Send acknowledgment email to lead (via integration with Outlook/Gmail)</span></p></li><li><p><span>Built a logic to and integrated on the Monday leads board to scan the business card images stored in the One Drive and create leads directly into </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span>.</span></p></li><li><p><span>Setting up sequences to send automated as well as manual emails, task creation for sending LinkedIn connect requests, scheduling meetings with the leads as part of Lead engagement journey.</span></p></li></ul></li></ul><p><span><strong>2. Opportunity Pipeline Board</strong></span></p><ul><li><p><span><strong>Stages:</strong> Prospecting → Proposal Sent → Negotiation → Closed Won/Lost</span></p></li><li><p><span><strong>Fields:</strong> Deal Size, Expected Close Date, Product Line, Sales Rep</span></p></li><li><p><span><strong>Views:</strong></span></p><ul><li><p><span><strong>Kanban View:</strong> Visualize deals by stage.</span></p></li><li><p><span><strong>Timeline View:</strong> Track follow-up dates and close timelines.</span></p></li></ul></li></ul><p><span><strong>3. Activities & Communication Tracker</strong></span></p><ul><li><p><span>Integrated with the <strong>Emails & Activities</strong> feature</span></p></li><li><p><span>Logs meetings, calls, and emails per opportunity</span></p></li><li><p><span>Option to sync Outlook calendars for meeting scheduling</span></p></li></ul><p><span><strong>4. Dashboards</strong></span></p><ul><li><p><span>Sales performance by rep</span></p></li><li><p><span>Leads & Deals funnel charts to show the conversion matrix</span></p></li><li><p><span>Monthly pipeline value</span></p></li><li><p><span>Conversion rate from lead to deal</span></p></li><li><p><span>Average deal size and cycle time</span></p></li><li><p><span>Workload & Resource management</span></p></li></ul><p><span><strong>5. Integrations</strong></span></p><ul><li><p><span><strong>Forms:</strong> Capture leads from the website directly into Monday</span></p></li><li><p><span><strong>Facebook Ads:</strong> Integration with Meta to automatically create leads in </span><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span> from the forms in the Facebook ads.</span></p></li><li><p><span><strong>Outlook:</strong> For 2-way email sync and activity tracking & creating leads into Monday directly from the emails received via Outlook.</span></p></li><li><p><span><strong>Vurtual Calling: </strong>Integration with virtual calling apps to log updates on the leads when calls are made to the leads from a virtual number.</span></p></li><li><p><span><strong>Make.com/Zapier:</strong> For syncing leads from webinars or ad platforms</span></p></li></ul><p> </p>",
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"description": "<p><span><strong>Client Overview</strong></span></p><p><span>The client is a mid-sized 360º service institute for safety and efficacy clinical studies (trials) and claim substantiation, specializing in beauty and healthcare research for global brands, with a growing portfolio of 500+ studies run annually across the globe. Their service portfolio offers a broad range of clinical and preclinical testing services that meet the highest global standards and international protocols.</span></p><p><span>Currently, all project milestones, timelines, recruitment status, and invoicing checkpoints are tracked manually through emails and Excel. Monitoring and tracking all study projects and keeping stakeholders informed at every stage while adhering to timelines is challenging at times. As project complexity increased, the need for a scalable and centralized work management system became critical.</span></p><p></p><p><span><strong>Business Challenge:</strong></span></p><p><span>As the organization expanded, several operational inefficiencies began to impact delivery timelines and overall productivity:</span></p><ul><li><p><span><strong>Fragmented Workflow Management:</strong> Teams were managing tasks across spreadsheets, emails, and disconnected tools, leading to duplication and confusion. </span></p></li><li><p><span><strong>Limited Visibility:</strong> Leadership lacked real-time insights into project status, bottlenecks, and team workloads. </span></p></li><li><p><span><strong>Manual Tracking:</strong> Project updates and reporting were heavily dependent on manual inputs, increasing the risk of errors. </span></p></li><li><p><span><strong>Cross-Functional Misalignment:</strong> Collaboration between departments (regulatory, medical writing, QA) was inconsistent and often delayed. </span></p></li><li><p><span><strong>Regulatory Delays:</strong> Inefficient tracking of submission timelines led to missed deadlines and compliance risks. </span></p></li></ul><p><span>These challenges resulted in delayed project execution, reduced operational efficiency, and limited scalability.</span><br><br></p><p><span><strong>Objectives:</strong></span></p><p><span>The organization aimed to achieve the following strategic and operational goals:</span></p><ul><li><p><span>Ensure projects adhere to committed timelines by implementing structured milestone tracking and automated alerts.</span></p></li><li><p><span>Improve communication across teams through centralized updates, notifications, and consistent visibility into workflows.</span></p></li><li><p><span>Establish clear accountability by assigning responsibilities, tracking ownership, and maintaining audit trails for all actions.</span></p></li><li><p><span>Support milestone-based invoicing with automated reminders and milestone tracking to prevent revenue leakage.</span></p></li><li><p><span>Provide a unified, real-time view of all the projects for management oversight and decision-making.</span></p></li><li><p><span>Identify and analyse delays proactively by capturing reasons for slippages and enabling data-driven process improvements.</span></p></li></ul><p><br></p><p><span><strong>Solution Implemented:</strong></span></p><p><span>To address these challenges, a customized implementation of </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> Work Management module was deployed, tailored to the organization’s clinical lifecycle.</span></p><p><span><strong>Key Components of the Solution</strong></span></p><p><span><strong>1. Centralized Work Management Structure</strong></span></p><ul><li><p><span>Centralized Project Tracking board with automatic phase tracking with RAG status and escalation matrix.</span></p></li><li><p><span>Custom boards were designed to manage Project lifecycle tracking, Task allocation and ownership, and regulatory submission workflows, aligned with the client lifecycle (from initiation to Invoicing), with the integrated form feature.</span></p></li><li><p><span>Each project was broken down into different structured tasks with defined timelines, owners, and dependencies at each phase. </span></p></li></ul><p><span><strong>2. Workflow Automation</strong></span></p><ul><li><p><span>Automated status updates/ project movements, and notifications based on the subtask change. </span></p></li><li><p><span>Dependency-based triggers ensured sequential task execution. </span></p></li><li><p><span>Automated Timeliness change based on the estimated and the Actual dates, which will change the RAG status.</span></p></li></ul><p><span><strong>3. Role-Based Access Control</strong></span></p><ul><li><p><span>Access permissions were configured based on roles (management, team leads, contributors).</span></p></li></ul><p><span><strong>4. Cross-Functional Collaboration</strong></span></p><ul><li><p><span>The unified platform enabled seamless coordination between Project Management, Protocol Writing, Ethics Coordination, and Study Management teams.</span></p></li><li><p><span>Comments, file sharing, and updates were centralized within tasks.</span></p></li></ul><p><span><strong>5. Executive Dashboards</strong></span></p><ul><li><p><span>Real-time dashboards were created for </span></p><ul><li><p><span><strong>Leadership</strong>: - Project progress, Project Health Summary, Invoicing Details.</span></p></li><li><p><span><strong>Employee</strong>: - Weekly Assigned Task, To Do List, Overdue Task. </span></p></li></ul></li></ul><p><br></p><p><span><strong>Results & Business Impact:</strong></span></p><p><span>The implementation delivered measurable improvements across operations:</span></p><ul><li><p><span><strong>30% Increase in Team Productivity</strong><br>Reduction in manual effort and streamlined processes enhanced efficiency </span></p></li><li><p><span><strong>50% Improvement in On-Time Task Completion</strong><br>Transparency of process to management, Clear ownership and clarity on jobs to be done, and automated reminders drove the improvement in task completion time </span></p></li></ul><p><br></p><p><span><strong>Key Benefits:</strong></span></p><p><span>The transformation resulted in significant strategic and operational advantages:</span></p><ul><li><p><span><strong>Operational Efficiency:</strong> Streamlined workflows reduced redundancies and improved throughput </span></p></li><li><p><span><strong>Improved Collaboration:</strong> Cross-functional teams worked seamlessly within a unified platform </span></p></li><li><p><span><strong>Scalability:</strong> Standardized processes enabled the organization to handle increased project volume </span></p></li><li><p><span><strong>Enhanced Visibility:</strong> Leadership gained real-time insights into performance and risks </span></p></li><li><p><span><strong>Data-Driven Decisions:</strong> Centralized dashboards empowered informed decision-making </span></p></li><li><p><span><strong>Regulatory Confidence:</strong> Improved tracking minimized risks associated with missed deadlines</span></p></li></ul><p><span><strong>Conclusion</strong></span></p><p><span>By implementing a tailored work management solution using </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span>, the organization successfully transitioned from fragmented operations to a structured, scalable, and data-driven environment. This transformation not only improved efficiency and collaboration but also positioned the organization for sustained growth and operational excellence.</span></p><p><br></p>",
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"name": "How an Indian Solar Giant shifted for Project Management from multiple Spreadsheets to a Single Source of Truth using Monday.com WM",
"impact": "Reduction in time to maintain the excel sheets and versions by 80%, 100% system adoption increased",
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"description": "<h1><span><strong>Client Overview</strong></span></h1><p><span>An Indian Solar industry expert committed to driving the transition to renewable energy by providing innovative, efficient, and sustainable solar solutions. With a passion for excellence and a focus on delivering tangible results, partners with corporations and industries to reduce carbon footprints and create a greener planet. Their expertise in solar energy and commitment to customer satisfaction make them a trusted leader in the industry.</span></p><h1><span><strong>The Challenge</strong></span></h1><p><span>Client runs solar projects that move through dozens of interdependent stages — engineering sign-off, procurement, permitting, site construction, commissioning. Like most EPC firms, that work had grown up across a patchwork of spreadsheets, email threads, and static status decks. Nothing was wrong with any single tool, but nothing talked to each other either.</span></p><p><span>The result was familiar: project managers spent more time chasing status updates than managing risk; leadership had no live view of portfolio health; multiple Excel sheets for one project with 1500+ tasks & Subtasks per project. Our client requested a single platform that could support the entire project lifecycle without forcing the team to change how they actually worked.</span></p><h1><span><strong>The Approach Used</strong></span></h1><p><span>Thinqloud was brought in to design and scope 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> Work Management platform purpose-built for the EPC delivery model, rather than a generic project template.</span></p><p><span>The engagement started with structured discovery — mapping how projects actually move through the EPC lifecycle and where handoffs were breaking down. That fed into a full solution design: a phased implementation roadmap, with each project type understood, and an Agile approach to delivery. The full scope was documented as 50 individual user stories, giving clients a clear, testable definition of what “done” looked like for each piece of functionality — from board structure and automations to leadership reporting views.</span></p><p><span>Before any of this reached on-the-ground stakeholders, the solution was walked through in a demo workspace built on the client's own project structure and terminology.</span></p><h1><span><strong>Solution Delivered</strong></span></h1><p><span>At the core of the build is a structured PMO framework that provides centralised oversight across all active projects, regardless of Project Type or Team. Automated roll-ups pull task status, ownership, RAG status, Current Stage, Budget/Timeline Variance and delays into a single Portfolio — no manual consolidation required. Ready-to-use templates are loaded to the template center depending on the different project types.</span></p><p><span>That single view gives leadership real-time visibility into how work is actually progressing, which sharpens decision-making, keeps accountability clear at every stage, and makes resource planning across multiple concurrent projects far more efficient.</span><br></p><p><span><strong> Key Capabilities</strong></span></p><ul><li><p><span>A ready-to-use template loaded with the predefined tasks and sub-tasks, columns, and the custom features for each project type</span></p></li><li><p><span>Centralized data across all stages: no re-entry</span></p></li><li><p><span>Automated workflows, triggers, and notifications</span></p></li><li><p><span>Single source of truth for planning, operations, accounting, and reporting</span></p></li><li><p><span>Custom dashboards for Management, Project Heads and Clients</span></p></li><li><p><span>Modular system built to evolve as the business grows</span></p></li></ul>",
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"name": "Centralized Marketing Campaign Management with monday.com Work Management",
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"clientName": "Longevity and Wellness Brand",
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"description": "<h1><strong>Client Overview</strong></h1><p>A company that sells longevity and wellness products directly to consumers online. Its offerings include health supplements, microbiome testing, and biological age testing services sold through its website, app, and retailers' websites.</p><p>The marketing team runs frequent campaigns across social media platforms to support new product launches and internal seasonal promotions. As the company grew, campaign volume increased from a handful of launches each quarter to several campaigns running in parallel every month.</p><p></p><h1><strong>Business Challenges</strong></h1><ul><li><p>Campaign details were spread across Google Sheets and email threads, shared orally, with no single place to check what was happening. No centralized platform to track and execute all the requests received.</p></li><li><p>Creative approvals depended on people replying to email chains, which often stalled when a reviewer was on leave or simply missed a message, missing timelines.</p></li><li><p>The marketing head had no easy way to see which campaigns were on track without asking each team member individually.</p></li><li><p>Teamwork was tracked in a separate spreadsheet that was rarely updated, so deliverables and tracking were sometimes missed.</p></li><li><p>Content calendars were maintained by hand and became outdated within days of being shared.</p></li></ul><p></p><h1><strong>Objectives</strong></h1><ul><li><p>Bring all requests under one platform, from creation to routing through all required teams.</p></li><li><p>The form should reduce ad hoc requests received through verbal communication, chat, or email.</p></li><li><p>Route the request to the relevant teams, such as Strategy, Content, Design, Social Media/Performance, and Marketplace.</p></li><li><p>Set up a clear internal/Client approval process with a defined owner at each stage.</p></li><li><p>Give the marketing lead/Department POC’s a live view of campaign status without needing daily updates.</p></li><li><p>Reduce the time between writing a campaign brief and launching the campaign.<br></p></li></ul><h1><strong>Solution Implemented</strong></h1><ul><li><p>To address these challenges, a customized implementation of the <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> Work Management module was deployed and tailored to the organization's workflow.</p></li><li><p>The <strong>Intake Request board</strong> is connected to the Monday form, which includes all the required fields such as Request Type, Work Type, Campaign Details, and Deliverable Type. </p></li><li><p>The <strong>Custom-Made Master board</strong> where every campaign is logged, including owner, timeline, channel, and status. Connected to all the team’s specific boards, showing live updates.</p></li><li><p>Separate boards for the Strategy, Content, Design, Social Media/Performance, and Marketplace teams. Requests get created in the team-specific boards as submitted in the form. Automatic assignment of tasks to the required Department POC to fill the required columns.</p></li><li><p><strong>Cross-Functional Teams Collaboration</strong></p><ul><li><p>A simple workflow was written to send the request across the required teams.</p></li><li><p>Comments, file sharing, and updates were centralized within tasks.<br></p></li></ul></li></ul><h1><strong>Business Impact</strong></h1><ul><li><p>Average time from campaign brief to launch dropped when requests and responsibilities were clearly defined.</p></li><li><p>Creative approval turnaround time dropped from four to five days to about one day, since reviewers are notified directly rather than via email.</p></li><li><p>Missed content deadlines dropped noticeably in the first two months after rollout.</p></li><li><p>The marketing lead can check campaign status on the Master Board instead of collecting updates over calls and messages.</p></li></ul>",
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"impact": "60% reduction in patient data entry time through automation, 35% faster appointment booking process from initial contact to confirmation",
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"description": "<h2><span><strong>Client Overview</strong></span></h2><p><span>A leading multi-specialty hospital in India faced mounting operational challenges as patient volumes grew and booking sources diversified. With outpatient (OPD) and inpatient (IPD) services across multiple departments, the hospital needed a centralized system to manage patient intake, streamline workflows, and gain real-time visibility into operations. The hospital serves thousands of patients monthly through various channels, including online aggregators, direct website bookings, and walk-in appointments.</span><br></p><h2><span><strong>Challenges</strong></span></h2><p><span>The hospital's existing manual processes created significant operational bottlenecks:</span></p><ul><li><p><span><strong>Fragmented Patient Data</strong>: Patient information was scattered across spreadsheets, phone logs, and paper records, making it impossible to track patient journeys from initial inquiry to treatment completion.</span></p></li><li><p><span><strong>Multi-Channel Lead Chaos</strong>: Bookings arrived from Practo, Justdial, the hospital website, phone calls, and walk-ins, with no unified system to capture source attribution or manage follow-ups systematically.</span></p></li><li><p><span><strong>Manual Workflow Transitions</strong>: Moving patients from the lead stage to OPD appointments or IPD admissions required manual data re-entry across multiple systems, increasing errors and administrative burden.</span></p></li><li><p><span><strong>Operational Blind Spots</strong>: Hospital management lacked dashboards to monitor daily patient counts, department-wise distribution, or track critical operational checklists for equipment and facilities.</span></p></li><li><p><span><strong>Inefficient Follow-ups</strong>: Front office staff struggled to maintain consistent follow-up schedules, resulting in missed appointments and a poor patient experience.</span></p></li><li><p><span><strong>No Audit Trail</strong>: Without automated tracking, it was nearly impossible to understand patient conversion rates, appointment no-shows, or service completion metrics.</span></p></li></ul><h2><br><span><strong>Solution</strong></span></h2><p><span>Our software development team designed and implemented a comprehensive patient management system using </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><span>Monday.com</span></a><span> CRM, transforming disparate processes into an integrated digital workflow:</span></p><h3><span><strong>1. Board Architecture</strong></span></h3><ul><li><p><span><strong> Lead Management Board</strong>: Centralized intake system capturing all patient inquiries with fields for contact details, service requested, doctor preference, appointment reason, and lead source tracking. Automated status workflows moved leads through stages: New Lead → Contacted → Call Back → Appointment Booked → Closed.</span></p></li><li><p><span><strong> OPD Appointment Board</strong>: Dedicated workspace for outpatient scheduling with appointment dates, doctor assignments, service tracking, and visit completion workflows. Integrated fields tracked whether patients required follow-up appointments or referrals to IPD services.</span></p></li><li><p><span><strong> IPD Board</strong>: Specialized board for inpatient admissions with extended fields for service completion dates, discharge tracking, and post-treatment follow-up requirements.</span></p></li></ul><h3><span><strong>2. Automation Framework</strong></span></h3><ul><li><p><span><strong>Intelligent Lead Routing</strong>: Automated item creation from web forms, with instant notifications to assigned front office owners based on service type and availability.</span></p></li><li><p><span><strong>Seamless Patient Transitions</strong>: One-click automation to convert leads into OPD appointments or IPD admissions, automatically creating linked items with carried-over patient information, eliminating duplicate data entry.</span></p></li><li><p><span><strong>Source Attribution</strong>: Automatic tagging of patient origin (Practo, Website, Justdial, Walk-in, Phone) enabling marketing ROI analysis and channel optimization.</span></p></li><li><p><span><strong>Follow-up Reminders</strong>: Time-based automations triggering notifications for scheduled callbacks, appointment confirmations, and post-visit follow-ups.</span></p></li></ul><h3><span><strong>3. Operational Checklists</strong></span></h3><p><span>Recurring checklist boards for daily, weekly, and monthly hospital operations:</span></p><ul><li><p><span>Morning equipment readiness checks (OT instruments, imaging equipment, emergency supplies)</span></p></li><li><p><span>Shift-wise patient count summaries</span></p></li><li><p><span>Department hygiene and compliance audits</span></p></li><li><p><span>Weekly inventory reviews and monthly facility maintenance schedules</span></p></li></ul><h3><span><strong>4. Dashboard & Analytics</strong></span></h3><p><span>Executive dashboards providing:</span></p><ul><li><p><span>Real-time OPD vs IPD patient distribution</span></p></li><li><p><span>Department-wise patient volume trends</span></p></li><li><p><span>Lead source conversion analytics</span></p></li><li><p><span>Appointment confirmation vs. cancellation rates</span></p></li><li><p><span>Checklist compliance tracking</span></p></li><li><p><span>Doctor-wise appointment loads and service completion metrics</span></p></li></ul><h2><br><span><strong>Implementation Approach</strong></span></h2><p><span>Our team executed a structured four-phase implementation:</span></p><p><span><strong>Phase 1 - Discovery & Design (Week 1-2)</strong>: Conducted on-site interviews with front office staff, department heads, and management. Mapped existing patient journeys and identified 12 critical workflow touchpoints. Designed board schemas with custom fields aligned to hospital terminology.</span></p><p><span><strong>Phase 2 - Build & Configure (Week 3-4)</strong>: Developed board structures, configured 15+ automations, established board relationships for seamless patient transitions, and created role-based access controls for staff, doctors, and administrators.</span></p><p><span><strong>Phase 3 - Integration & Testing (Week 5)</strong>: Connected web forms from Practo and the hospital website to auto-populate the lead board. Implemented webhook integrations for Justdial inquiries. Conducted parallel testing with existing systems.</span></p><p><span><strong>Phase 4 - Training & Go-Live (Week 6-7)</strong>: Delivered hands-on training to 25+ staff members across shifts. Created video tutorials and quick-reference guides. Provided 30-day post-launch support with daily check-ins.</span></p>",
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"name": "How an UK Energy Provider Streamlined Utility Service Operations with monday Service",
"impact": "60% reduction in manual effort and duplicate processing, 100% Faster ticket creation through email automation",
"clientName": "An UK Energy Provider",
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"description": "<h2><strong>Meet the Client</strong></h2><p>The client is a UK-based energy provider delivering electricity and utility services to residential and commercial customers. Its operations span multiple business functions, including Customer Service, Billing, Metering, Accounts, Credit Control, Complaints, and Tender Management. As customer requests increased, the organization needed a centralized platform to manage service operations efficiently across all departments.</p><p></p><h2><strong>The Challenge</strong></h2><p>The client managed customer requests through multiple operational teams, making it difficult to maintain consistent processes and visibility. Customer emails required manual processing, ticket ownership changed across departments without a clear handoff process, and tracking request progress was challenging.</p><p>The organization needed a solution that could:</p><p>● Centralize customer request management</p><p>● Automate ticket creation from emails</p><p>● Improve collaboration between departments</p><p>● Standardize ticket workflows</p><p>● Track SLA performance</p><p>● Reduce duplicate ticket handling</p><h2><br><strong>Why Monday Service?</strong></h2><p>A centralized service management solution using monday Service to connect all operational teams on a single platform. Monday Service was chosen for its native ticketing framework, cross-board automation engine, and AI-enrichment capabilities, allowing the client to automate the full ticket lifecycle without stitching together separate helpdesk and project tools, while keeping every department working from shared, traceable data. Customer emails are automatically converted into tickets, enriched with AI-generated information such as MPAN numbers, and routed to the appropriate department. Ticket relationships and cross-board automations let multiple teams collaborate while maintaining complete ticket traceability, standardizing service operations, reducing manual effort, and giving teams a single platform to manage the complete ticket lifecycle from intake to resolution.</p><h3></h3><h2><strong>The Solution:</strong><br></h2><p><strong>1. Automating Service Operations</strong><br> The solution introduced automation across the service lifecycle:</p><ul><li><p>Automatic email-to-ticket creation</p></li><li><p>AI-powered MPAN identification</p></li><li><p>Duplicate ticket detection</p></li><li><p>Automated cross-board routing</p></li><li><p>SLA tracking and status automation</p></li><li><p>Resolution and closure tracking</p></li><li><p>Standardized ticket numbering and workflows</p></li></ul><h3><br><strong>2.</strong> <strong>Connecting Operational Teams</strong></h3><p>Rather than merging teams into a single shared workspace, the Customer Service, Billing, Metering, Accounts, Credit Control, and Tender boards were built as an interdependent system. Each team keeps its own dedicated workspace, board, and email intake, while standardized workflows, department-based routing, and automated data mapping allow a ticket to move seamlessly between boards when another team's action is needed, preserving the full ticket history and operational data at every step.</p><p></p><h3><strong>3. Improving Visibility</strong></h3><p>Dedicated dashboards were built for each operational area, giving every team and management a real-time view of their own workload alongside the bigger picture across the business.</p><ul><li><p>Team-level dashboards for Customer Service, Billing, and Metering track ticket volumes, request types, and SLA status as they happen</p></li><li><p>Daily and monthly dashboards give Finance teams a rolling view of ticket activity and performance trends over time</p></li><li><p>Department dashboards consolidate Accounts, Credit Control, and Debt Collection performance for at-a-glance oversight</p></li><li><p>Tender, Renewals, and COT dashboards track pipeline volume, upcoming contract renewals, and win/loss outcomes</p></li><li><p>SLA dashboards flag at-risk and breached tickets so teams can prioritize before deadlines are missed</p></li></ul><p></p><p>Together, these dashboards give management real-time visibility into ticket volumes, SLA performance, operational workloads, and department-level performance, replacing manual status updates with live, self-service reporting and enabling faster, better-informed decision-making.</p>",
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"name": "How a Motorcycle Gear Brand Streamlined Product Launch Management with monday.com Work Management ",
"impact": "Centralized tracking of all product launch activity across departments, Clear visibility into task dependencies and downstream impact",
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"description": "<h1><span><strong>Meet the Client</strong></span></h1><p><span>The client is a motorcycle riding gear and accessories brand that regularly launches new products and collections across multiple channels. Each launch requires coordination between Product Marketing, Creative Design, Studio Production, Content, Social Media, Website Management, Sales, and Leadership. As the number of interdependent launch activities grew, the organization needed a centralized platform to plan, execute, and monitor every launch consistently.</span></p><p></p><h1><span><strong>The Challenge</strong></span></h1><p><span>The client managed product launches across multiple teams, each handling its own briefing, creative planning, asset production, approvals, and publishing. Without a centralized system, dependencies between tasks were difficult to track, leadership had limited visibility into launch status, and resource allocation became challenging when multiple launches ran concurrently.</span></p><p><span>The organization needed a solution that could:</span></p><ol><li><p><span>Centralize product launch activity across departments</span></p></li><li><p><span>Standardize launch workflows through reusable templates</span></p></li><li><p><span>Manage task dependencies and sequencing</span></p></li><li><p><span>Track resource allocation and workload across teams</span></p></li><li><p><span>Enforce structured approval and stage-gate checkpoints</span></p></li><li><p><span>Provide real-time reporting without manual compilation</span></p></li><li><p><span>Predict project completion dates from a defined start date and predefined task set</span></p></li><li><p><span>Set and manage priority across simultaneous, interdependent projects</span></p></li><li><p><span>Prevent workers from being overloaded beyond a safe daily working capacity</span></p></li></ol><p></p><h1><span><strong>The Solution</strong></span></h1><p><span>We implemented a centralized product launch management platform using </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> Work Management (Pro), extended with a custom-built application to handle scheduling logic and workload rules beyond the platform's native capabilities. The solution standardized how launches were planned and executed across departments, giving every stakeholder visibility into task ownership, dependencies, and progress, and giving leadership real-time tracking of launch readiness and completion dates.</span></p><p><span>New launches are generated directly from a standardized, reusable launch template, pre-built with a predefined task set, ownership, dependencies, and approval checkpoints. Dependency tracking, automations, and workload views let teams move from briefing through production and approval without manual follow-up, replacing manual coordination with a template-driven, dependency-aware, workload-capped system that serves as a single source of truth for launch execution.</span><br></p><h2><span><strong>- Custom App: Project Scheduling and Workload Management</strong></span></h2><p><span>To support planning needs beyond native </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> functionality, a custom application was developed and deployed directly on the </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. The app extends the launch template with intelligent scheduling and workload logic:</span></p><ul><li><p><span><strong>Predefined task sets per project </strong>are automatically applied when a new launch project is created from the template, giving every project a consistent starting structure.</span></p></li><li><p><span><strong>Automatic project end-date calculation </strong>based on the project's start date, predefined tasks, and task dependencies, giving stakeholders an accurate, always-current view of when a project will finish.</span></p></li><li><p><span><strong>Project-level priority </strong>can be set for each project, allowing teams to sequence work appropriately when multiple launches are running concurrently.</span></p></li><li><p><span><strong>Project-to-project dependencies </strong>are supported in addition to task-level dependencies, so a project's timeline can accurately reflect its reliance on another project's completion.</span></p></li><li><p><span><strong>Hourly workload tracking per worker </strong>monitors allocated effort daily across all active projects, not just at the task level.</span></p></li><li><p><span><strong>Overload prevention </strong>automatically blocks a task from being assigned to a worker on a given day if it would push that worker's total allocated workload beyond 7 hours for that day, ensuring realistic, sustainable scheduling.</span></p></li></ul>",
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"description": "<h1><span><strong>Client Overview</strong></span></h1><p><span>The organization is a nonprofit working towards equitable and sustainable development in India. Its work is spread across different regions and program areas, with teams handling projects, activities, targets, timelines and student-related programs.</span></p><p><span>As the number of projects grew, the number of activities and updates being managed by different teams also increased. Each team had its own information to maintain, while management needed a broader view of progress across the organization.</span></p><p></p><h1><span><strong>Business Challenges</strong></span></h1><p><span>The spreadsheet-based approach created a few practical difficulties as the number of projects increased.</span></p><ul><li><p><span>Project details were spread across multiple Excel files.</span></p></li><li><p><span>Teams had to spend time following up on activities and updating information.</span></p></li><li><p><span>Management reports required manual preparation.</span></p></li><li><p><span>Delays were not always easy to identify from the available information.</span></p></li><li><p><span>Different projects needed different statuses, dates, and tracking fields.</span></p></li></ul><p></p><h1><span><strong>Objectives</strong></span></h1><p><span>The implementation focused on making project tracking easier for both the teams working on projects and the people reviewing them.</span></p><ul><li><p><span>Give teams a single environment to manage project information, instead of scattered files.</span></p></li><li><p><span>Make it clear at a glance who owns which activity.</span></p></li><li><p><span>Set up projects, tasks, and subtasks in a structure teams could follow consistently.</span></p></li><li><p><span>Keep planned and actual dates together, so gaps don't need separate reconciliation.</span></p></li><li><p><span>Track targets alongside actual results, not as a separate exercise.</span></p></li><li><p><span>Surface delays and target gaps without manual digging.</span></p></li><li><p><span>Cut down the manual work of pulling together management updates.</span></p></li><li><p><span>Let management check on progress across the workspace without depending on each team.</span></p></li><li><p><span>Leave room for individual projects to have their own statuses, dates, and fields where the common structure didn't fit.</span></p></li></ul><p></p><h1><span><strong>Solution Implemented</strong></span></h1><p><span>Thinqloud implemented </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> in a way that aligned with how the organization's teams were already working. Instead of putting every activity into one large board, the setup uses separate workspaces and project boards for different regions, programs, and functional areas.</span></p><ul><li><p><span><strong>Workspace and Project Structure</strong></span></p></li></ul><p><span>Separate workspaces were created for regions, programs, and functional areas. Individual projects are managed through their own boards. </span></p><ul><li><p><span><strong>Project, Task and Subtask Structure</strong></span></p></li></ul><p><span>Projects follow a simple Project → Task → Subtask structure to keep activities organized.</span></p><ul><li><p><span><strong>Flexible Project Setup</strong></span></p></li></ul><p><span>A common structure is used across projects, with project-specific fields added where needed. </span></p><ul><li><p><span><strong>Day-to-Day Project Tracking</strong></span></p></li></ul><p><span>Teams can track owners, status, dates, targets, and achievements directly from the project board. </span></p><ul><li><p><span><strong>Plan vs Actual Tracking</strong></span></p></li></ul><p><span>Planned dates and targets can be compared with actual results to identify delays and gaps. </span></p><ul><li><p><span><strong>Management Dashboards</strong></span></p></li></ul><p><span>Workspace dashboards give management a quick view of project progress, tasks, and ownership. </span></p>",
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