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Content Strategist at Form & Function
User
Affordable and user-friendly with useful form functionality
Pros and Cons
  • "It keeps everyone on the same page and gives us a way to streamline our projects and client communication."
  • "It would be great to have more options on the form for external use, and an easier exporting option for client answers (rather than copying and pasting from each section)."

What is our primary use case?

We are a marketing and branding agency. We are in consistent communication with our clients and have multiple projects and clients to manage daily. 

Monday helps keep us on track, prioritize, and communicate within our team as well as with our clients. 

We manage creative projects of various sizes; with projects from social media graphics, all the way to the complete rebranding of an organization. 

With Monday, it has helped us to stay organized as well as allow the clients to see where we are on a particular project. 

How has it helped my organization?

Monday has been a huge help to the team through personal organization and measuring team success. 

It keeps everyone on the same page and gives us a way to streamline our projects and client communication. Not only does it allow our team to keep track of where we are and due dates, but it also allows our clients to view our progress and how we are doing on the timeline. 

It is a huge help to see our team and daily progress and have comments available directly on a project. We use it to keep track of projects, timelines, and personal tasks. 

What is most valuable?

The most valuable features have to be the ability to create separate boards, both for external and internal communication. Having the ability to add tasks and reminders to our individual board as well as the team board helps keep communication in one place. 

A feature that we utilize daily is the form option (and the link) that we can send to clients. Instead of receiving requests via email, this helps us to keep all client requests prioritized and organized by date as well as the client. This not only helps our team by getting the information we need rather than going back and forth through email but helps the client have one place to put all their requests. 

What needs improvement?

It would be great to have more options on the form for external use, and an easier exporting option for client answers (rather than copying and pasting from each section). For example, right now we are limited in the questions we can ask our clients when they fill out a form. They are also limited with the lines and spacing. So allowing us to customize this to our needs would be helpful. It would be helpful to also have a calendar section with different options to select per board, etc, where it could lay out what the calendar looks like for the month or week based on the due dates. 

Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for over one year.

What do I think about the stability of the solution?

We have had little to no issues. It's very stable. 

What do I think about the scalability of the solution?

This platform could work for larger teams as well as smaller startups. 

How are customer service and support?

The solution offers great support and service.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We used Slack as well as Asana. Monday helps us to both communicate and keep track of tasks in a more streamlined way. 

How was the initial setup?

It was a straightforward setup for the most marketed tools (organization, boards, teams). However, finding forms and plugins was more difficult. 

What about the implementation team?

We handled the setup via an in-house team. 

What was our ROI?

We've had an incredible return on investment. It is very affordable and user-friendly. 

What's my experience with pricing, setup cost, and licensing?

Monday is 100% worth it!

Which other solutions did I evaluate?

Monday was always on our radar. We did look into Notion, however, Monday works best for us.

What other advice do I have?

We have had a great experience with Monday. 

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1849530 - PeerSpot reviewer
UX/UI Designer at GAF Materials / Building Materials
User
Provides great project management insights, great templates and useful sub-items
Pros and Cons
  • "The templates helped me to kick off process solutions for our team."
  • "It has more limitations than we expected."

What is our primary use case?

We use the solution for project management across the web team specifically responsible for desktop, tablet, and mobile design. Our team used this platform for planning projects, discussing blocks, and triggering the next steps for teams outside of the platform. 

We moved on from Monday.com only for the reason that there was a proprietary project management tool already taking over the company and since we weren't a part of it we were missing out on visibility to stakeholders. We switched over recently to Workfront in order to maintain that visibility.

How has it helped my organization?

It allowed us to gain line of sight and start to ask ourselves questions revolving around project management, time on tasks, and the processes that we weren't asking previously. 

It gave us the platform to start to combat burnout and increase communication across teams that were difficult to reach in a more automative and efficient way. Ultimately, Monday.com gave everyone on the team a workspace to get their work done. It was also a home base for all things work where they could see today, tomorrow, and forever if they wanted. 

What is most valuable?

We really enjoyed the sub-items feature, sharing GIFs, and templates. 

The templates helped me to kick off process solutions for our team. 

The sub-items helped me to incorporate the smaller tasks to get the job done down and visible for management and planing purposes.

For a team where management is still learning the nuances of our work, time tracking the small steps are so important in planning and evangelizing the work.

The GIF sharing helped reinforce a sense of culture and camaraderie amongst our team.

What needs improvement?

We built so many dashboards and information utilizing templates and came into a few errors where information and ways of working with Monday.com were not as expected. 

Monday markets itself as a project management tool that is flexible to work the way you want. That said, it has more limitations than we expected. It is fine, however, at the end of the day, they need to share more about how to use the platform videos rather than telling us to go off on our own and create something that doesn't ultimately work. That was frustrating and hard to explain where my hours went to management. 

For how long have I used the solution?

I've used the solution for two years.

Which solution did I use previously and why did I switch?

We are now using Workfront. We were using both platforms for a little while. 

Which other solutions did I evaluate?

We did not evaluate the other solutions previously.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
reviewer1850955 - PeerSpot reviewer
Executive Director of Marketing Services at EWM NOW
User
Straightforward to use, easy to set up, and offers both internal/external boards
Pros and Cons
  • "It has helped us be super creative with how we divide our boards between departments."
  • "Often we receive technical difficulties on the platform and the entire website will be down."

What is our primary use case?

I use the product for project and task management and communications between different departments. It's great for design requests and updates on deliverables. 

We use the software at the marketing agency, where having different clients sure gets overwhelming at some points. How we’ve designed our boards, makes it easier to keep track of all the clients and the progress status of their services as well as review the weekly KPI analytical reporting for each client. 

The platform is also pretty easy and straight forward to use. 

How has it helped my organization?

It has helped us be super creative with how we divide our boards between departments. 

Now we have one main workspace for launching clients, one for waiting, one for recurring, and one for internal. 

Under the internal we have it sectioned per department, per client and per service signed up. We also have sections for analytics reporting so that we have all our info in one place. Each client gets a board with all their needed information and links. 

This has definitely made it easier for everyone on the team to be updated.

What is most valuable?

The templates they provide are super helpful to make you start off right the way. The automation available is also a great way to take things off of your hands by automating the process behind it. The ability to track the timelines of every single project and see all the comments and updates makes it easier for upper management to easily review work and keep track of the progress we’ve come through. 

We actually base all our internal team meetings on Monday, where we start going through each workspace and client boards. 

What needs improvement?

Often we receive technical difficulties on the platform and the entire website will be down. We’ve noticed this happens more often recently which interrupts our internal process as we work on the platform on a daily basis. 

It would be great if the platform has a Kanban look and board to track all projects and tasks from backlog, to to-do, to in progress, in review, approved, and all the steps necessary so all requests are going through all steps to ensure seamless operations between all departments.

For how long have I used the solution?

I've used the solution for over four years now.

What do I think about the stability of the solution?

The stability looks promising.

What do I think about the scalability of the solution?

The platform needs to be more US-focused with local offices and local talent. 

How are customer service and support?

We've never gotten into Monday support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We used Asana and Jira. Monday has better aesthetics.

How was the initial setup?

The setup is pretty simple and easy to get the hang of.

What about the implementation team?

We handled the initial setup in-house.

What was our ROI?

We've seen an ROI of at least 5X.

What's my experience with pricing, setup cost, and licensing?

The enterprise plan can be a bit cheaper.

Which other solutions did I evaluate?

We evaluated Asana and Jira.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1849572 - PeerSpot reviewer
Loan Analyst at Bluefire Mortgage Group
User
Saves time, helps clarify task status, and offers great automation
Pros and Cons
  • "I have found the automation very useful for reminders."
  • "More demos on how to navigate and set up certain functions could be helpful."

What is our primary use case?

We use this solution for organizational purposes including when certain actions are needed from other members of the team. 

It also lets others know what stage we are in our processes. The status updates make meetings smoother by having specific questions based off notes that are inputted into items needing to be collected. The assigning feature also delegates tasks to certain memebers which can be alleviating to those who do not want to constantly tell other what to do. It is a nice touch to just notify someone that a certain task is their responsibility

How has it helped my organization?

It has made us more efficient by cutting back and forth conversations that can be eliminated with a glance of the workflow board. 

The certain board views for users that use different functions are amazing too as the board can become very overwhelming when there is a bunch of information on there. This view can help digest items that pertain to the tasks that you mainly focus on. 

I also noticed that people were more aware of what is needed when notating properly. This can help efficient ways to request items that are falling by the wayside.

What is most valuable?

I have found the automation very useful for reminders. There are constant reminders of important items that need to be taken care of at a certain time in our loan processes and these reminders eliminate any compliance issues that we may run into by forgetting to send certain disclosures out. The timeline of loans is always on its own timeline and has its unique constraints that make timing very valuable to us. 

The more time we save having fewer conversations about where we are at in the process the more time we have to execute other items.

What needs improvement?

More demos on how to navigate and set up certain functions could be helpful. There are a lot of features that do not get utilized for the simple reason that people do not know how to make them work. If there were more step-by-step processes, the public could learn how to utilize every feature Monday has to offer. There is a learning curve to having the board work for you. However, overall, it is very simple to use and the features need more exposure to help those who may take advantage of the automation.

For how long have I used the solution?

We have been using this for one and a half years.

What do I think about the stability of the solution?

The stability can be spotty at times, however, it happens very rarely.

What do I think about the scalability of the solution?

The scalability is impressive. The amount of users that can engage with this is unlimited.

How are customer service and support?

I have not had to call them quite yet.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We were using Trello beforehand and we had more sale volume to the point that it was not supporting us well. Monday helped alleviate a lot of pain points that we ran into when trying to find an organizational tool to help our workflow

How was the initial setup?

The setup was straightforward with the exception of the coding features.

What about the implementation team?

One of our associates set up the whole system. It took many meetings to agree on how the board should look and what we should focus on.

What was our ROI?

I can't quantify ROI quite yet.

What's my experience with pricing, setup cost, and licensing?

It is very reasonably priced and worth the effort to get workflows down as there are many features that can help other businesses function efficiently.

Which other solutions did I evaluate?

We honestly tried this solution shortly after Trello and did not find any other competitors that we were interested in. Although Salesforce is one of the other platforms we were considering, the costs did not make sense for us.

What other advice do I have?

I advise that the company has one person curate the website. It can be messy having many editors and items getting deleted by accident.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Kai Chan - PeerSpot reviewer
Student at The University of Nottingham Malaysia Campus
Real User
Top 20
Easy to use but fails to provide a free version for an extended period of time
Pros and Cons
  • "I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates."
  • "If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again."

What is our primary use case?

I used the tool for my assignment as I am a university student. I use the tool as a project management solution for presentations. I am using the tool to manage my final year presentation and thesis. As I am required to use a project management tool, I started to use monday.com, specifically because its interface is quite attractive and easy to use.

For project management purposes, I use monday.com to manage my timelines.

What is most valuable?

I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates. The tool can also auto-calculate the remaining days, and I can also figure out whether it is overdue or is still within the timeline that I had set, making things quite convenient for me.

What needs improvement?

The product fails to provide a free version for a long period of time. From an improvement perspective, the tool should provide its free version for a longer time. If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again.

For how long have I used the solution?

I have been using monday.com for two months. I am a user of the tool.

What do I think about the stability of the solution?

It is a stable solution. Stability-wise, I rate the solution an eight out of ten.

What do I think about the scalability of the solution?

I am just using the product for my assignment.

How was the initial setup?

I rate the product's initial setup phase a seven on a scale of one to ten, where ten is easy and one is difficult.

The product's deployment phase took a day after watching a tutorial from YouTube.

The solution is available on its website.

What's my experience with pricing, setup cost, and licensing?

I am using the tool's free version.

What other advice do I have?

The tool's automation feature is not relevant for me because I don't really need it for my assignment.

I recommend the tool to others because it is easy to use, but I am not sure whether it would still be easy to use if you have more complex applications.

I rate the tool a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
Timea Barrack - PeerSpot reviewer
Business Development Manager at Imre Borsanyi CPA
Real User
Great features, helpful filtering capabilities, and great tutorials
Pros and Cons
  • "The filters are extremely useful."
  • "The product could have more templates."

What is our primary use case?

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

How has it helped my organization?

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

What is most valuable?

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

What needs improvement?

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

For how long have I used the solution?

I've been using the solution since 2020.

What do I think about the stability of the solution?

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

What do I think about the scalability of the solution?

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

How are customer service and support?

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

How was the initial setup?

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

What about the implementation team?

We did not use an integrator or consultant during the initial setup.

What was our ROI?

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

What other advice do I have?

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850658 - PeerSpot reviewer
Manager, Operations/Installations at Decor Window Fashions LLC
User
Excellent automation, saves time, and has great color coding
Pros and Cons
  • "The automation is huge."
  • "Sometimes automation is delayed, which can lead to duplicate items being created."

What is our primary use case?

We use Monday.com to track all of our open projects.  

We have multiple workflows that are separated onto their own boards, with one central board showing all of the projects and statuses using mirror columns. We have a board for items that are ordered readymade, a board for custom projects that require materials and assembly, and also a board for service requests.  

We have recently implemented forms on our website to automatically create an item when a customer fills them out. When projects are ready, they are automatically sent to our scheduling board to complete the project.

How has it helped my organization?

I can't believe we ever got by without having Monday.com to manage our projects. Not only can we see jobs and statuses at a glance, but we are able to automate messages regarding backorders or other problems so nothing slips through the cracks. We had record sales numbers in 2021 and were able to handle the increased volume with a lower headcount that in previous years. We also spend less time looking for job folders and calling one another to check on project statuses since all of the information is available on Monday.com.

What is most valuable?

The automation is huge. We have about 25 employees across three different locations, so communication regarding projects has always been an issue. Now, notifications are sent to the salespeople about their projects with the click of a button. We also use automation to create new items on the scheduling page after they are marked as ready. This is a small thing, however, the couple of minutes it saves on every project amounts to a huge time saver.

The map locations are also a huge help when we are scheduling. Items are color-coded by group, so we can look for unscheduled items nearby and create efficient routes.  

What needs improvement?

Sometimes automation is delayed, which can lead to duplicate items being created. 

There are occasional outages, however, they are usually resolved quickly. 

We also use the program to track our scheduling. Any kind of integration with scheduling software would be a great help. 

As I mentioned, we have been implementing the forms, however, it would be great if we had the option to view the items created by the forms in that same form format.  

I haven't tried the calendar integrations recently, however, it would also be great if a scheduled item could link to an Outlook calendar and also export all of the item information into that calendar item.

For how long have I used the solution?

We started using the product in October 2018.

What do I think about the stability of the solution?

Overall, the stability is great.  There are occasional outages such as connectivity issues or delayed automations which can be an issue given how much we rely on it.  These issues are usually resolved quickly and the Monday.com twitter account provides prompt updates on the problems they are experiencing and estimated resolution times. 

What do I think about the scalability of the solution?

It is scalable, however, the data entry aspect is getting to be cumbersome as we grow.  

Any integrations/automation to create new items can solve this in the future.

How are customer service and support?

We have had a few instances where we were having issues or just had some questions on functionality. Customer service is always responsive and helpful.  We also follow the Twitter account so we know quickly when there are outages or other issues occurring.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We did not have any kind of project management system in place prior to Monday.com. We recognized the need as we were spending so much time chasing papers and folders around the office.

How was the initial setup?

Most of the complexity came from figuring out how it would best serve our needs. Once I gained an understanding of the different columns and automations, the picture became clear and made for an easy setup.

What about the implementation team?

We implemented the system in-house. It is still something we continue to tailor and improve almost weekly. I recommend having at least one person in an organization understand the program and gather feedback to make it as efficient as possible.

What was our ROI?

We have cut at least one salary by implementing the system while increasing our sales. Based on our yearly rates, it is at least a 20X return.

What's my experience with pricing, setup cost, and licensing?

The pricing is certainly fair. We started with just five active users while we were in a beta phase and figuring out how it would work for us. We have since upgraded to ten active users. We don't even come close to hitting our automation threshold.  

I love that we are able to have viewer-only members, so our whole organization can be subscribed and get updates without having everyone count against our total.

Which other solutions did I evaluate?

We considered using Netsuite and some other manufacturing software. The cost of such a system made it a nonstarter.

What other advice do I have?

Overall, Monday.com has been essential to our growth over the last couple of years. The setup can take some time, however, the ability to completely customize the system to the needs of your organization makes it well worth it.

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.
PeerSpot user
COO at KifCure
Real User
User-friendly with great automation and sub-items
Pros and Cons
  • "The sub-items have been incredibly helpful."
  • "Monday is one of the more expensive tools available."

What is our primary use case?

I use it pretty much specifically with a vendor to some of my other companies. They do have their own board to manage the business between them and those companies.

Since we use an inventory management tool and we're a hemp and cannabis solutions company, we integrate with a number of different software. It's definitely made it a lot easier and I've incorporated it into our SOPs, so it's fundamental to our business at this point.

How has it helped my organization?

I've incorporated it into our standard operating procedures. It is fundamental to every facet of the business, as now something as simple. I'm a little upset lately, since they changed for security purposes, the email function to the board, as I used to have my sales reps email their orders (when they got them) to a Monday board that goes to my office manager, where he knows to make an invoice and go ahead and move forward with things to invoice the client using QuickBooks.

Just the overall flow, once that client paid that invoice, I have an automation set up that, depending on what revenue bucket it falls in, it will trigger, to tell that project manager for that board that a new project has been paid and she can go ahead and start work and the team can start formulating or we can start ordering ingredients, or whatever the case may be. It's basically incorporated into every portion of our business now.

What is most valuable?

The types of columns that I'm able to put into a particular board and the data that that captures. I like the fact that I could drop in PDFs. I can't do that with Excel. I can just drop in different types of files which I couldn't necessarily do in Excel. I can drop images into Excel, however, I can't drop files that are PDFs. Most of the things that I'm trying to collect on a particular client are signed documents and working documents. 

It is user-friendly. I like the forms. I can have clients fill out a form. As far as making it easier, I would say the email feature, the automation really makes it special. The email feature where if say a status changes to complete, the fact that I can have a scheduled email to a client to say, "Thank you for doing business with us." I can a personal touch on it and have that go out on a timed basis so many days after they completed a project with us, they will get the message. Things like that have made life easier to be able to automate that stuff.

The sub-items have been incredibly helpful.

What needs improvement?

Monday is one of the more expensive tools available.

The columns don't have descriptions. I would love to be able to write an explanation for a column. I'm only able to label and title it. 

Based on each group, I wish each group could have a snippet. The top of the board has a little note section or a summary, however, sometimes I do it by vendor, where each group on a particular board is a type of vendor, where maybe we have co-packing projects or something like that going on. Therefore, it gets complex. 

If a new employee were to come in, it requires a lot of training to get them to understand the board, as there are things they just have to know. For example, a certain vendor is a type of lab to which we have to submit testing to, and we send specific types of products to certain labs. There's no way for me to write a little blurb about each group, rather than putting in a dummy or test item and having a comment section on that, which looks funny. The same thing goes for each of the columns. If you were able to hover over and be able to see it the way that you see a long text, if you hover over the long text boxes, you can see the whole thing. And if you were able to do that same function for one of the groups or column headings, it would be really helpful.

There wasn't much onboarding assistance. There are still things that, since we have a number of companies and I'm super busy going to these webinars, I sign up and I never can quite attend. It would be nice if there was a little bit of hands-on onboarding help. The same way that HubSpot, for instance, has its team reach out to you to say, "Hey, how can we improve?" I've organized it so that I could grab all kinds of KPIs and make my dashboard super intuitive and really gather a bunch of important information that I could use to improve the business, however, nobody really assists with that.

There are learning modules where I could go in, however, I'm very specific about the things I need to accomplish, and sitting on an hour-long video that doesn't pertain to my exact situation, where I have to play around with it more. Surely, I play around with things and I'm better than most at software stuff, as we have a software company, therefore, I'm used to dealing with this kind of thing. However, with the setup time, it would be really cool if they reached out to say, "Hey, if there's anything that I know you know that this software can do, that you're not utilizing since you just don't have the time to watch a bunch of videos and play around with it."

It was difficult to get to adopt it, however, it's fundamental now to how we run the business. We couldn't function without it, at this point, unless I adopted something new and applied the same, just I've invested so much time into creating processes around Monday.

With automation, I've gotten to the point where managing the boards is somebody's half of their job. Managing a Monday board is half of somebody's time. While it's a lot of work to use it, it does a lot of things that eliminate a lot of work that would need to be manual if we were using Excel or something that's free.

The clocking in and clocking out for people who are doing projects could be improved. I know that there's an integration that I could do with something called Time, or there are a number of others that I can connect to, however, it's got the functionality to do it. We're trying to use just Monday to do that clocking in, and clocking out, on various projects, however, it could be better. 

For how long have I used the solution?

I've used the solution for about two-and-a-half years.

What do I think about the stability of the solution?

It's pretty stable.

Every once in a while, there may be some downtime, however, I just assume that is when they're making a lot of changes. Sometimes it's really slow, which sucks, as I have my employees clock in using it. 

Right after I moved a lot of our people over to hourly, we kept having some connection issues or it was slower than other websites were, due to an update or something like that.

What do I think about the scalability of the solution?

The solution can continue to scale.

How are customer service and support?

Technical support has been great.  

When you make requests, sometimes they say no. Like with the email change, I had to change up my process. They said it was for security purposes and they simply said that no, it's just going to be these long jingled things that make no sense, instead of whatever the old one was. They just simply said, we have to change them now to be a bunch of mixed letters and numbers and symbols for security purposes. I'm not sure why, and it is what it is. I'm fairly used to software people saying, "Your request, thank you for submitting it, but it is what it is." However, they're fast to reply.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I was using Teams to try to organize everything. Monday ended up being able to solve pretty much all of my problems. I've now incorporated it into all of my SOPs. 

I wasn't quite able to organize the flow of things and it didn't have the automation set up, and it was just difficult to visualize projects. As I couldn't do everything on the project management tool, I was doing some things on Excel. The fact that Monday is very similar to Excel, it made it a lot easier.

How was the initial setup?

I had to basically get rid of my entire old team and onboard a whole new team. It was actually pretty intense. It was a very difficult thing. The old team was just stuck in their ways. We moved from being a smaller company and we were growing at a really fast rate, and I was the only one who was really organizing things. Now, I have a whole operations team, however, for a couple of years we were in a growth phase and it's just that the old team wasn't able to adopt the Monday change.

What was our ROI?

I have seen an ROI. I incorporated it into my SOPs. My business pretty much runs on Monday. My whole team actually is able to use this, however, I did have to have a lot of turnover to get people to use it. Of course, adopting change is always difficult, however, now my entire team does know how to use it and does use it, as it's a part of their job. That said, that was difficult to onboard originally.

What's my experience with pricing, setup cost, and licensing?

It's one of the more expensive tools. 

Which other solutions did I evaluate?

I looked at a few others, however, I feel like Asana is very similar. I've worked with other companies where I'm able to log in to a particular board the same way you can on Monday. It's very, very similar and people like that just as much. I just went with Monday as it felt right to me.

Other software have very similar programming. I was pretty set on it. I went looking for a new tool and it met all my needs in a demo, and with a 30 day demo they were promoting that month. It worked out and now I can't not use it. I'm pretty happy with it, even though it's really expensive.

What other advice do I have?

I'm a customer and end-user.

I'd rate the solution nine out of ten. There's a few things that would be great, however, I don't know if it's me not giving it the time to be able to do it correctly or if the program just simply can't do it.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
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Updated: November 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.