What is our primary use case?
We started by looking for a task tracking tool - something other than Microsoft or Google. Since then, we have expanded our usage to include vacation tracking, project tracking and management, lead tracking, sales funnel tracking, vacation tracking, hourly reporting and approvals, applicant tracking, and onboarding.
Basically, we attempt to use Monday.com for any task we can think of that will simplify our day to day communications and operations management. The tool provides great flexibility for that.
How has it helped my organization?
Before Monday.com, we struggled to keep track of who was doing what and by when. We had multiple spreadsheets, some that we shared via email, some in Google drive. It was chaos. Dates were missed and we didn't have a clear picture of who was assigned to what, nor did we have the ability to accurately hold each other accountable for what we were working on. This was clearly not a good situation for a startup.
Since implementing Monday.com, we are more organized, tasks are getting done, and no one can claim, "I didn't know what I had to do."
What is most valuable?
In order of impact/importance, the three key figures for us are automation, templates, and role assignments.
The automation feature saves us hours of time reviewing activities, sending reminders, and sending emails. We use this on virtually every board in the system even if it is just to send a completed item to the archive.
The templates are expansive (and growing), detailed, and battle-tested. We can often slot something in with little or no modification.
Finally, the ability to easily and quickly assign someone to something is a tremendous time-saver.
What needs improvement?
There is very little to improve with Monday.com.
Occasionally, it takes some time to get a response from customer success, though they are always helpful. The help system is very extensive, allowing us to resolve most of our questions on our own.
There are no features that come to mind to be added. They are so far ahead on the product roadmap; we're continually playing catch-up via the monthly webinars to be sure we're taking advantage of the new features they have been dreaming up. It's a great plus for how they handle enhancements.
For how long have I used the solution?
I've used the solution for two years.
What do I think about the stability of the solution?
Occasionally (maybe once or twice a month), we'll get an error message, usually cleared up by redoing the activity (therefore it may be just a network issue). The system itself has never been down for us.
What do I think about the scalability of the solution?
The solution scales to whatever we need. At some point, we might need an administrator.
How are customer service and support?
Early on, it was fantastic and nearly in real time. Since then, there have been times when we had to wait a day or more for a response. We haven't had to use it in the past several months as we have become more self-supporting.
Which solution did I use previously and why did I switch?
We previously used Excel, Google, and Outlook Tasks. They were not automated or universally visible to us. That's why we went looking for a solution.
How was the initial setup?
The setup is simple. You just log in and go.
What about the implementation team?
We did the setup in-house. One person learned the system and then trained everyone else.
What was our ROI?
We didn't calculate ROI, however, it has saved us hours of time and many dollars that would have been spent on point solutions.
What's my experience with pricing, setup cost, and licensing?
There is virtually no setup cost other than the time it takes to learn the system and set up boards/automation.
The pricing is a bit steep, and it's built on tiers rather than incremental users (not ideal for a small company that's adding people slowly).
Which other solutions did I evaluate?
We looked into Excel, Google, Outlook Tasks, Basecamp, and a couple of others in the project management space.
What other advice do I have?
The sky is the limit. How big is your imagination? You can build it on Monday.com.
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?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.