TransFunnel
About TransFunnel
Having enabled orgs globally (SMBs to Enterprises), Transfunnel is known for: CUSTOM Solutions & Strategies, Functional & Technical Expertise, FLEXIBLE Engagement Models, Client first approach, Team Enablement. Boost process efficiency, user adoption
Expertise & focus areas
We specialize in End to End monday services, including Consulting & Implementation, Training programs, Custom development and custom integrations, Data migration.
Why work with us
We are monday.com Platinum Partner with Certified monday.com experts with the right technical acumen. Industry experts with 20+ years of experience Process & Result Oriented Trusted for providing custom solutions as per business goals
Reviews
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Partner metadata
Listing updated: December 22, 2025{
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"description": "<p>TransFunnel successfully led the migration and consolidation of multiple independently managed <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> accounts for Cyncly</strong> into a single, unified workspace, despite <strong>very large data volumes, complex automations, and business-critical integrations</strong>.</p><p>The engagement involved migrating <strong>high volumes of live operational data</strong>, rebuilding and optimising <strong>hundreds of automations</strong>, and reconfiguring <strong>multiple integrations</strong>, all executed with <strong>zero disruption to ongoing business operations</strong>.</p><p><strong>Impact & Benefits</strong></p><ul><li><p><strong>Single source of truth</strong> across teams, eliminating fragmented visibility</p></li><li><p><strong>Improved operational transparency</strong> with real-time, leadership-ready reporting</p></li><li><p><strong>Reduced manual effort</strong> through standardised and optimised automations</p></li><li><p><strong>Lower operational risk</strong> by centralising governance, permissions, and workflows</p></li><li><p><strong>Faster decision-making</strong> enabled by consistent data and cross-team insights</p></li><li><p><strong>Scalable foundation for AI-led work management</strong>, advanced analytics, and future growth</p></li></ul><p>Post-migration, Cyncly moved from reactive, account-level reporting to <strong>predictable, organisation-wide execution</strong>, enabling leaders to focus less on coordination and more on outcomes. The shift from fragmented reporting to <strong>real-time operational control and predictable delivery</strong>, unlocked immediate efficiency gains and long-term scalability.</p>",
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"description": "<h3>Challenge</h3><p>The organization was operating across multiple disconnected tools and Excel-based trackers, resulting in fragmented workflows and siloed data. Heavy manual effort created dependencies on individuals, slowed decision-making, and increased operational risk.</p><p>Leadership lacked a consolidated view of project performance, resource utilization, and delivery outcomes. As a result, tracking progress, forecasting capacity, and identifying risks across initiatives was largely reactive and time-intensive.</p><p></p><hr><h3>Solution</h3><p>Transfunnel led a comprehensive process discovery and operating model redesign, consolidating pre-sales, delivery, and execution onto a <strong>single unified platform using </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a>.</p><ul><li><p><strong>Pre-sales transformation</strong> using monday CRM standardized pipeline management, ownership, and forecasting.</p></li><li><p><strong>Delivery and execution workflows</strong> were implemented on monday Work Management to enable structured tracking, accountability, and real-time visibility.</p></li><li><p><strong>Advanced customization and automation</strong> were delivered through custom-built apps, including:</p><ul><li><p>Mirror Column Automation</p></li><li><p>A custom <strong>Resource Allocation & Booking Engine</strong></p></li></ul></li><li><p><strong>End-to-end process continuity</strong> was enabled via custom integrations with <strong>Dynamics 365 and SharePoint</strong>, ensuring seamless data flow and in-platform document access.</p></li><li><p>Executive dashboards and portfolio views established <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> as the <strong>single source of truth</strong> across the organization.</p><p></p></li></ul><hr><h3>Key Capabilities Delivered</h3><ul><li><p>Executive & portfolio-level dashboards with real-time KPIs</p></li><li><p>Advanced resource allocation, capacity planning, and availability tracking</p></li><li><p>Centralized labor and equipment repository</p></li><li><p>Workload management and travel itinerary tracking</p></li><li><p>Custom integrations with Dynamics 365 and SharePoint</p></li><li><p><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> automations supporting complex cross-system workflows</p><p></p><h3>Quantitative Business Impact</h3><ul><li><p><strong>reduction in manual effort</strong> by eliminating spreadsheet-based tracking and manual status reporting</p></li><li><p><strong>faster decision-making</strong> through real-time executive and portfolio dashboards</p></li><li><p><strong>improvement in resource utilization</strong> driven by centralized visibility into labor and equipment availability</p></li><li><p><strong>reduction in project status follow-ups</strong> due to automated workflows and live reporting</p></li><li><p><strong>Faster project turnaround times</strong> with improved governance and accountability</p></li><li><p><strong>100% centralized visibility</strong> across pre-sales, delivery, and execution on a single platform</p></li></ul><p></p><p></p><hr><h3>Outcome</h3><p>The organization transitioned from fragmented, manual operations to a <strong>scalable, automation-driven operating model</strong>. Leadership gained real-time visibility into performance and risk, teams reduced dependency on individuals and spreadsheets, and the business established a future-ready foundation to scale operations without increasing operational overhead.</p></li></ul><p></p>",
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"name": "Account Consolidation, monday.com Migration & Enterprise Optimization",
"impact": "Through a rapid one-week migration, with zero business downtime, no disruption to active projects, Geo Oceans successfully consolidated its monday.com Pro account into a centralized Enterprise environment. Controlled reconfiguration of dashboards and integrations resulted in a cleaner, higher-performing Enterprise architecture with enhanced security controls, improved reporting with monday as single source of truth across the organisation; while reducing licensing and administrative overhead. This initiative enabled enterprise-scale collaboration, stronger governance, and a future-ready automation framework—demonstrating how strategic monday.com consolidation can unlock immediate and long-term business value.",
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"description": "<p><strong>Key Challenges Identified</strong> </p><ul><li><p><strong>Complex, multi-account </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> Migration </strong>involving Pro account operating independently for GeoOceans from central Enterprise account</p></li><li><p><strong>Preserve sensitive, historical data, communications and updates when both accounts hosted on DIFFERENT SERVERS, </strong>making cross-account data visibility and consolidation very difficult </p></li></ul><ul><li><p>Over <strong>50+ private boards</strong> with critical operational data </p></li></ul><ul><li><p>Inconsistent usage of features due to: Different plan limitations, Varied configurations and permissions, Lack of shared standards and training </p></li></ul><ul><li><p>No centralized reporting across: Projects, Workloads, Automations, Usage metrics </p></li></ul><ul><li><p>Fragmented historical data across accounts with no unified audit trail </p></li></ul><ul><li><p>Redundant tools and integrations increasing cost and complexity </p></li><li><p><span>These issues made it difficult for leadership to gain real‑time insights, enforce governance, and scale operations efficiently.</span></p></li></ul><p></p><h2>Solution: Enterprise Migration & Consolidation</h2><p>We designed and delivered a <strong>centralized </strong><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> Enterprise solution</strong> by consolidating <strong> Pro account into one secure, scalable Enterprise instance</strong> under the Vertech umbrella.</p><p><span><strong>Migration & Consolidation </strong></span><strong>Approach</strong>:</p><ul><li><p><span>Detailed discovery and account audit to map boards, automations, users, and integrations</span></p></li><li><p>Secure migration of <strong>all boards including private and historical data</strong>, ensuring:</p><ul><li><p>Zero data loss</p></li><li><p>Full historical continuity</p></li><li><p>Preserved activity logs and audit trails</p></li></ul></li><li><p>Absolutely NO downtime and impact on existing work of the teams</p></li><li><p>Setup structured for function-based workspaces for teams, supported by enterprise-grade permissions and governance.</p></li><li><p> All boards including private boards, migrated with ALL historical data, complete conversations and updates, full audit continuity</p></li><li><p> Workflows and naming conventions standardized for consistency</p></li></ul><p> </p><p><strong>Key Enterprise Features Enabled</strong> </p><ul><li><p><strong>Centralized</strong> <strong>account governance and security</strong> </p></li></ul><ul><li><p><strong>Workspace-level segmentation</strong> with cross-team visibility </p></li></ul><ul><li><p>Unified <strong>enterprise dashboards</strong> across regions </p></li></ul><ul><li><p>Optimized automations and integration governance </p></li></ul><ul><li><p>Full historical data continuity and audit trail </p></li></ul><p></p><h3>Impact</h3><p><span>This migration transformed </span><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><span>monday.com</span></a><span> from a set of disconnected regional tools into a </span><strong>true enterprise work management platform</strong><span> for GeoOceans and Vertech. </span></p><p><span>The solution not only solved immediate visibility and governance challenges but also laid a scalable foundation for long‑term digital operations.</span></p><ul><li><p>Leadership gained a <strong>single source of truth</strong> across projects, regions, and teams</p></li><li><p>Teams became aware of and adopted <strong>best‑practice workflows</strong> already proven in other regions</p></li><li><p>Improved collaboration and transparency </p></li><li><p>Stronger governance without slowing down execution</p></li><li><p>Platform readiness for future scaling and advanced analytics</p></li></ul><p></p><p></p>",
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"createdAt": "2025-12-29T10:54:07.453Z",
"updatedAt": "2025-12-31T08:54:06.789Z",
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{
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"id": "2d8852af-76b7-4d66-b0d8-83c8c286f59e",
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"quote": "As part of the Mondays Project at Geo Oceans, we undertook a significant migration of our US and UK Monday.com accounts into a unified workspace, with Transfunnel as our consulting and implementation partner. This migration was a key milestone, aimed at consolidating work management across regions and unlocking enterprise level features for our teams.\n\nTransfunnel played a pivotal role in aligning workflows, permissions and integrations to ensure a smooth transition. Their team provided clear guidance on preparing our accounts for migration, including steps required to finalise the migration schedule. They also faciliated training and onboarading sessions, ensuring our users were comfortable with the new setup.\n\nWe highly recommend their services for any organisation considering a similar migration. Wishing the Transfunnel team all the very best.\n\nKind regards,\nKelly Etheridge - Geo Oceans",
"clientName": "GeoOceans",
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"createdAt": "2025-12-31T08:54:06.789Z",
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"impact": "Automated workflows, standardized processes, and real-time dashboards improved sales efficiency and cross-team alignment, resulting in approximately USD 30,000 in monthly cost savings and 800+ hours saved per month. Leadership gained complete pipeline visibility, improved forecast accuracy, and a scalable CRM foundation capable of supporting enterprise growth",
"clientName": "Gavan Graham",
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"description": "<p><span>Key challenges included: </span></p><ul><li><p><span><strong>60–70% of lead tracking managed via spreadsheets</strong>, resulting in data duplication and missed follow-ups </span></p></li></ul><ul><li><p><span><strong>No single source of truth</strong> for leads, accounts, and opportunities across sales and marketing </span></p></li></ul><ul><li><p><span><strong>20–30% lead leakage</strong> due to lack of ownership clarity and inconsistent follow-up processes </span></p></li></ul><ul><li><p><span><strong>Limited visibility into pipeline health</strong>, conversion rates, and sales performance metrics </span></p></li></ul><ul><li><p><span><strong>Disconnected marketing and telephony tools</strong>, preventing tracking of lead sources, call activity, and engagement history </span></p></li></ul><ul><li><p><span><strong>Manual reporting consuming 30–40% of sales managers’ time</strong>, delaying decision-making </span></p></li></ul><p></p><p><span><strong>Strategic Implementation Approach</strong> </span></p><ol><li><p><span><strong>Sales Process Design & CRM Structuring</strong>- Defined lead qualification criteria and standardized deal stages, Implemented structured boards for Leads, Accounts, Opportunities, and Activities, Established clear ownership and SLA-driven follow-up workflows </span></p></li></ol><ol start=\"2\"><li><p><span><strong>Marketing Integration & Lead Management</strong> -Integrated monday CRM with marketing automation tools, Automated lead capture, source attribution, and campaign-level tracking, Enabled real-time visibility into <strong>lead source, campaign ROI, and funnel conversion metrics</strong> </span></p></li><li><p><span><strong>Automation & Customization</strong> -Built custom automations for lead assignment, follow-up reminders, and stage transitions, Configured approval workflows for discounts and deal closures, Designed role-based views for sales reps, managers, and leadership </span></p></li><li><p><span><strong>Dashboards & Revenue Reporting</strong> -Created executive dashboards for pipeline value, conversion rates, and forecast accuracy, Enabled real-time tracking of sales activities, call performance, and deal velocity </span></p></li></ol><p></p><p><span><strong>Key Features & Capabilities Delivered</strong> </span></p><ul><li><p><span><strong>Lead-to-Opportunity Lifecycle Management</strong> </span></p></li></ul><ul><li><p><span><strong>Marketing Source & Campaign Attribution</strong> </span></p></li></ul><ul><li><p><span><strong>Automated Lead Assignment & SLAs</strong> </span></p></li></ul><ul><li><p><span><strong>Pipeline Forecasting & Deal Velocity Tracking</strong> </span></p></li></ul><ul><li><p><span><strong>Sales Activity & Performance Dashboards</strong> </span></p></li></ul>",
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],
"createdAt": "2025-12-29T11:13:29.974Z",
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