Monday.com Consulting, Implementation, Optimization and Training Services

Monday.com partners and certified Offerors that can provide consulting, implementation, optimization, technical support, training, and knowledge-transfer services for office existing Monday.com Enterprise environment.
- The services shall include, but may not be limited to, the following:
1. System Assessment and Optimization
a. Review the office existing boards, workspaces, dashboards, automations, formulas, permissions, templates, reporting structures, dependencies, and connected boards.
b. Identify opportunities to simplify, standardize, and improve the existing environment.
c. Recommend improvements to board and workspace architecture, naming conventions, permissions, governance, reporting, and system sustainability.
d. Identify opportunities to reduce unnecessary manual processes and improve workflow efficiency.
2. Boards, Workflows, and Templates
a. Create, configure, and improve boards and templates for projects, programs, procurement, contracts, tasks, deliverables, and other operational needs.
b. Develop standardized and reusable templates and workflows.
c. Configure timelines, milestones, dependencies, formulas, permissions, Gantt views, connected boards, mirror columns, and related Monday.com functionality.
d. Reorganize, consolidate, migrate, or archive existing boards when authorized by the office.
- Dashboards and Reporting
a. Create and improve dashboards and reporting views.
b. Develop KPI, project, program, portfolio, and leadership-level reporting.
c. Improve the office ability to monitor project status, progress, risks, bottlenecks, dependencies, overdue work, and other key information.