What is our primary use case?
The product is primarily used for collaboration between team members, particularly around project management. We will add design, development and digital marketing jobs, and project briefs and change the status of said tasks daily. We'll allocate team members to projects, use the chat feature, and generally just keep projects flowing within our creative and marketing agency.
We also use Monday.com to store client information, run purchase orders and keep tabs on our retained clients. We have various boards not only set up for our clients, but for the business too. Whether that be campaign ideas, staff updates and more.
How has it helped my organization?
We now have a central hub for all information regarding jobs and clients, and it makes it much easier to share the workload between the team.
It's especially helpful for colleagues working from anywhere/remotely, as they can simply log into Monday.com and find the information they need. Each of our clients has their own board, then within the boards, we can categorize by area (i.e. design, development, copywriting, etc).
The automation in particular is a help. When a design job is set to 'Complete', the developers are informed straight away. It's a very useful tool and takes away the smaller manual jobs we used to have to do.
What is most valuable?
I personally like the visual aspect of Monday. As a team of creatives, It's highly important that we are able to color-coordinate jobs/status and it makes it so much easier to differentiate between clients and tasks.
The appearance of Monday.com makes it easier to consume and digest. The search feature is also very handy. As our business has grown, and jobs have increased and Monday has grown with it. We can search for the items we need, however, the boards still also look good and have remained well-organised.
What needs improvement?
When replying to colleagues, it would be useful to see the formatting options (bold, bullets, etc.). You can only see these when composing the first message.
Subitems from subitems would also be beneficial at some point in the future.
The 'My Work' section could be improved. At the moment, the jobs are listed by date - i.e. overdue, today, this week, etc., however, it would be better to see these by each client and to see them in the exact way we do in the normal view of Monday (or at least be given that option).
For how long have I used the solution?
I've used the solution for around three years.
What do I think about the stability of the solution?
The stability is very high.
What do I think about the scalability of the solution?
The scalability is very high.
How are customer service and support?
We've never had any issues at all.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We didn't use a different solution, however, we do use Float as well, as the timeline feature in Monday.com doesn't really work for us.
How was the initial setup?
The initial setup is straightforward. It just takes time. Dedicate some time in your calendar, along with at least one other colleague to test it out/set up.
What about the implementation team?
An in-house team set up the product.
What was our ROI?
I'm not 100% sure of the ROI, to be honest, however, it has saved on manual labour, ensuring our team are working to the best they can be.
What's my experience with pricing, setup cost, and licensing?
I'd advise potential users to just shop around and make sure it works for them. Sample it with a couple of users first, and have a play around before fully committing.
Which other solutions did I evaluate?
We also looked into Asana and Harvest.
What other advice do I have?
Users should be sure to take advantage of the automation. They're intimidating at first yet easy to set up once you've created one or two. It takes some time to get going with it. Be sure to set that time aside.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.