Monday’s Hidden Formulas To Streamline Workflows & Boost Productivity

Posted on January 28, 2025January 28, 2025 by David-Verneuille

In today’s fast-paced business world, Monday stands out as a powerful project management platform designed to simplify workflows, boost productivity, and enhance team collaboration. At the heart of its versatility is the Formula Column, a feature that enables businesses to automate calculations, streamline data processing, and make better decisions—saving time and reducing errors.

Simplifying Workflows with the Formula Column

The Formula Column allows users to create everything from basic calculations to complex data manipulations. By harnessing this feature, businesses can:

Automate repetitive tasks, freeing teams to focus on strategic priorities.
Build customized dashboards for real-time insights into project performance.
Turn raw data into actionable insights, driving smarter decisions and fostering continuous improvement.

This level of customization adapts to any business need, whether it’s calculating timelines, forecasting budgets, or tracking team performance.

Visualizing Data for Clarity and Impact

Data visualization is essential for effective project management. Monday offers tools to create interactive dashboards, charts, and graphs, making it easier to identify trends, monitor progress, and address issues proactively.

The Formula Column takes data visualization a step further by transforming raw numbers into dynamic visuals that update in real time. This helps teams:

Make informed, timely decisions in fast-paced environments.
Communicate complex information clearly to stakeholders.
Customize dashboards to align with business priorities and KPIs.

By leveraging these visual tools, organizations can foster collaboration, align teams, and use data as a competitive advantage.

Tips to Maximize the Formula Column’s Potential

To fully unlock the capabilities of the Formula Column, follow these strategies:

Define Clear Goals – Outline the specific objectives your formulas should achieve.
Start Simple – Begin with basic calculations before exploring advanced features.
Use Documented Functions – Leverage built-in functions for common tasks.
Experiment with Undocumented Functions – For advanced users, these can unlock new possibilities (with proper testing).
Collaborate – Involve your team to create well-rounded and effective solutions.
Review and Refine – Regularly update formulas to align with evolving business needs.
Invest in Training – Equip your team with the knowledge to use Monday effectively.

By following these steps, businesses can turn the Formula Column into a valuable tool for improving efficiency and achieving strategic goals.

Exploring Undocumented Functions: Advanced Opportunities

For experienced users, undocumented functions offer a chance to push the boundaries of Monday’s capabilities. While these advanced features require careful testing, they can address unique challenges and unlock new levels of automation. Sharing discoveries within the Monday community can further enhance innovation and collaboration across users.

Why Monday Matters

The Formula Column is more than just a calculation tool—it’s a gateway to greater efficiency, innovation, and insight. Whether you’re managing projects, optimizing workflows, or analyzing performance, Monday empowers teams to navigate complex challenges with ease.

By embracing its full potential, organizations can drive better outcomes, foster collaboration, and stay ahead in today’s data-driven world. Whether you’re a CEO, manager, or team leader, Monday equips you to work smarter, not harder.

FORMULA FIELD REFERENCE

Column names should be wrapped in braces: SUM({apples},{oranges})

Formulas may include parentheses () to change the order of operations: ({Apples} + {Oranges}) / {Guests}

COMPATIBLE COLUMNS

Check, Country, Creation Log, Date, Dependency, Dropdown, Email, Formula, Hour, Item ID, Last Updated, Link to Item, Long Text, Numbers, Person, Phone, Rating, Status, Text, Timeline, Time Tracking, Vote, World Clock

Subitem Names and the Count of Subitems are also supported.

INCOMPATIBLE COLUMNS

Autonumber, Color Picker, Files, Link, Location, Mirror, Progress Tracking, Tags, Week, World Clock

Text functions

Function: CONCATENATEDescription: This operator concatenate text values into a single text valueExample: CONCATENATE(“I”,”love”,”Monday”) => IloveMonday

Function: LEFTDescription: Extracts a given number of characters from the left side.Example: LEFT(“Monday“, 3) => mon

Function: LENDescription: Returns the amount of characters of a given text string.Example: LEN(“hello”) => 5

Function: LOWERDescription: Converts a specified string to lowercaseExample: LOWER(“Some STRING”) => “some string”

Function: REPLACEDescription: Replaces a part of a string with the new string.Example: REPLACE(“Goat”,1, 2,”Fl”) => “Flat”

Function: REPTDescription: Repeats a string a given number of times.Example: REPT(“monday”,3) =>mondaymondaymonday

Function: RIGHTDescription: Extracts a number of characters from the right side of a given text string.Example: RIGHT(“monday”, 3) => day

Function: SEARCHDescription: Searches a string within another stringExample: IF(SEARCH(“love”, “I love monday”, 1) > 0, “Exist”, “Not”) => “exist”

Function: SUBSTITUTEDescription: Replace text in a given text string by matching.Example: SUBSTITUTE(“goodmorning”, “morning”, “night”) => goodnight

Function: TEXTDescription: Formats the given value based on the given text formatExample: TEXT(8500.6,”$#,##0.00″) => $8,500.60

Function: TRIMDescription: Removes all spaces from a string except for single spaces between words.Example: TRIM(” I love MDY “) => “I love MDY”

Function: UPPERDescription: Convert a specified string to uppercaseExample: UPPER(“Monday”) => Monday

Logical functions

Function: ANDDescription: Checks if all the given logical conditions are true and if so returns trueExample: AND(3>1, 4>2) => True

Function: EXACTDescription: Compares two values, returns true if they are the same and false if they are different.Example: EXACT({Status},{Status})) =>TRUE

Function: IFDescription: Checks if a condition is met. If so, returns the first value, otherwise returns the otherExample: IF({some columns}>100, “big deal”,”small deal”)

Function: ORDescription: Returns true if any one of the argument is trueExample: OR(3 >10, 4>2) => True

Function: XORDescription: Returns a logical exclusive Or of all the argumentsExample: XOR(3>0, 2>9) => True

Function: SWITCHDescription: Checks if a condition on a specific value is met, if so, returns the result of that value, o/w returns the default result (if exists). The pattern is: SWITCH({Column}, “val1”, “result1”, [“val2”, “result2”], …, [“default”])Example: SWITCH({Priority}, “High”, 3, “Medium”, 2, “Low”, 1, 0) => 2 (in case priority is “Medium”)

Numeric functions

Function: ABSDescription: Returns the absolute value of a given numberExample: ABS(-1) = 1

Function: AVERAGEDescription: Returns the average of the given numbersExample: AVERAGE(1,2,3) => 2

Function: DIVIDEDescription: One number divided by anotherExample: DIVIDE(10,5) => 2

Function: COUNTDescription: Counts the number of numerical items.Example: COUNT(1, 2, “a”) => 2

Function: LOGDescription: Gets the logarithm of a numberExample: LOG (16,2) => 4

Function: MAXDescription: Returns the largest value from a set of dataExample: MAX(1,3,5,9) => 9

Function: MINDescription: Returns the smallest value from a set of dataExample: MIN(1,3,5,9) => 1

Function: MINUSDescription: Difference of two numbersExample:MINUS(5,3) => 2

Function: MULTIPLYDescription: Product of two numbersExample:MULTIPLY(5,2) => 10

Function: MODDescription: Returns the remainder of the division of the given number in the divisorExample:MOD(10,3) => 1

Function: ROUNDDescription: Rounds a number to a specific number of digitsExample: ROUND(1.123456, 2) => 1.12

Function: ROUNDUPDescription: Always rounds a number upExample: ROUNDUP(1.1,0) => 2

Function: ROUNDDOWNDescription: Always rounds a number downExample: ROUNDDOWN(1.1,0) => 1

Function: SQRTDescription: Positive square root of a positive numberExample:SQRT(9) => 3

Function: SUMDescription: Sums up all the given numbersExample: SUM(2,3,8) => 13

Function: POWERDescription: A number raised to a powerExample: POWER(2,3) => 8

Date and time functions

Note: Formula functions for date and time do not take your location into account for format. Time and timezone will reflect your location, though output will be formatted in the European manner (i.e. 24 hour clock). Date input will be formatted in the European manner (i.e. May 12th as 12/5), while date output varies. You can use the FORMAT_DATE() function to format your date and time output in a way that is most familiar and helpful to your team

Function: ADD_DAYSDescription: Adds days to the given date. Returns the new date. Examples: ADD_DAYS(“2019-01-20”, 5)ADD_DAYS(TODAY(), 5)FORMAT_DATE(ADD_DAYS(“2019-01-20”, 5) => “2019-01-25

Function: DATEDescription: Returns the value for the given parametersExample: DATE(2018,5,30) => Wed May 30 2018

Function: DAYDescription: Returns the day of the month of a given date.Example: DAY({created at}) => 31

Function: DAYSDescription: Returns the number of days between the two datesExample:DAYS({end date column name}, {start date column name}) => diff between dates in days

Function: FORMAT_DATEDescription: Returns a formatted dateExamples: FORMAT_DATE(TODAY()) => “Feb 16, 2020” (using default format)FORMAT_DATE(TODAY(), “YYYY-MM-DD”) => “2020-02-16″FORMAT_DATE(TODAY(), “dddd, MMMM Do YYYY”) => Sunday, February 16th 2020

Function: HOURDescription: Returns the hour as a number from 0 (12:00 A.M.) to 23 (11:00 P.M.).Example: HOUR(NOW()) => 23 (in case it’s 23:00 – 23:59 o’clock now)

Function: HOURS_DIFFDescription: Returns the difference between two hours columnsExample: HOURS_DIFF(“23:00”, “20:00”) => 03:00

Function: WORKDAYSDescription: Returns the number of working days between the two datesExample: WORKDAYS({TO_DATE}, {FROM_DATE}) => working days between dates in days

Function: WORKDAYDescription: Adds workdays to the given date. Returns the new date.Example: WORKDAY({Date column}, 20) => will add 20 workdays to the new date

Function: MINUTEDescription: Returns the minute as a number from 0 to 59.Example: MINUTE(NOW()) => 10 (in case it’s 23:10 now)

Function: MONTHDescription: Returns the month of a given date.Example: MONTH({created at}) => 7

Function: SECONDDescription: Returns the second as a number from 0 to 59.Example: SECOND(NOW()) => 1 (in case it’s 23:00:01 now)

Function: SUBTRACT_DAYSDescription: Subtract days from the given date. Returns the new date. Examples: SUBTRACT_DAYS(“2019-01-20”, 5)SUBTRACT_DAYS(TODAY(), 5)FORMAT_DATE(SUBTRACT_DAYS(“2019-01-20”, 5) => “2019-01-15

Function: TODAYDescription: Gets the current dateExample: TODAY() =>05.07.2018

Function: WEEKNUMDescription: Returns the yearly week number of a given date.Example: WEEKNUM({created at}) => 42

Function: ISOWEEKNUMDescription: Returns the yearly week number of a given date according to ISO standards.Example: WEEKNUM({created at}) => 42

Function: YEARDescription: Returns the year of a given date.Example: YEAR({created at}) => 2018

Constants

Function: PIDescription: PI value (3.14159)Example: PI() => 3.14159

Function: TRUEDescription: Logical true valueExample: IF(3>5 = TRUE, “a”,”b”) => “b”

Function: FALSEDescription: Logical false valueExample: IF(3>5 = “FALSE”, “a”, “b”)=> “a”

Project Management Methodologies Basics And How To Choose The Correct Software For Your Business

Posted on January 23, 2025January 23, 2025 by David-Verneuille

“Wait, there’s more than one way to manage a project?”

Absolutely. In fact, there are countless project management methodologies, each with its own approach, strengths, and quirks. Some even merge to create hybrid models tailored to specific needs. But what does that mean for you and your team? How do these methodologies elevate your workflow? And, most importantly, how do you pick the one that fits like a glove?

Project management methodologies are more than just buzzwords — they’re frameworks designed to transform chaos into clarity and streamline the journey from concept to completion. Each methodology offers a unique structure to help teams deliver results. Let’s break down the most prominent methodologies, categorized for easier navigation, so you can confidently choose the one that drives your projects to success.

A. Traditional, Sequential Methodologies

1. Waterfall: The Classic Approach

The waterfall methodology is the tried-and-true classic of project management. Think of it as a step-by-step staircase: you must complete one task before starting the next. This sequential process is ideal for projects with clear objectives and predictable outcomes, such as constructing buildings or manufacturing products.

Why it works:

Predictable: With every phase meticulously preplanned, you can replicate the process for future projects.
Structured: Its linear nature provides clarity and simplicity.

Where it falls short:

Lack of flexibility. If stakeholders’ needs shift mid-project, revising the sequence can feel like unraveling a tightly wound thread.

2. Critical Path Method (CPM): Prioritize What Matters Most

Developed in the 1950s, CPM zeroes in on the tasks that directly impact the project timeline — the “critical path.” By identifying dependencies, project managers can allocate resources strategically, tackle priority tasks first, and reschedule lower-priority activities without derailing progress.

How CPM empowers your team:

Laser focus: Prioritize essential tasks that influence deadlines.
Flexibility: Adjust non-critical tasks without affecting the overall timeline.

Pro tip: Use a Gantt chart to visualize your critical path and map out dependencies with precision.

3. Critical Chain Project Management (CCPM): Build in Buffers

CCPM enhances CPM by adding a crucial element: resource management. This methodology accounts for the availability of people, equipment, and materials while building time buffers around critical tasks. These buffers ensure that your project stays on track, even when unexpected hiccups arise.

Why CCPM is a game-changer:

Protects deadlines with built-in time cushions.
Optimizes resource allocation to avoid burnout or bottlenecks.

B. The Agile Family: Flexibility Meets Innovation

In today’s fast-paced world, adaptability is everything. Agile methodologies are built for change, focusing on iterative cycles, continuous improvement, and collaboration. If your project demands flexibility and rapid adjustments, Agile is your go-to family of methodologies.

1. Agile: The Foundation of Flexibility

Born from the groundbreaking Agile Manifesto in 2001, this methodology centers on delivering value through collaboration and adaptability. Agile’s key principles prioritize:

People and interactions over rigid processes.
Customer collaboration over strict contracts.
Responding to change over sticking to a plan.

Agile frameworks like Scrum, Kanban, Extreme Programming (XP), and Adaptive Project Framework (APF) build on these values, offering unique ways to implement them.

2. Scrum: Simple, Yet Powerful

Scrum is the most widely used Agile framework, perfect for small, fast-moving teams. Here’s how it works:

Teams operate in short, focused cycles called “sprints” (typically two weeks).
Daily stand-ups ensure everyone stays aligned and roadblocks are quickly addressed.
A Scrum Master clears obstacles to maintain momentum.

Why teams love Scrum:

Encourages rapid development and testing.
Delivers results in bite-sized increments, with continuous evaluation.

3. Kanban: Visualize Your Workflow

Born in Toyota’s factories, Kanban emphasizes steady progress through visual task management. Teams use boards (physical or digital) to track tasks as they move through stages like “To Do,” “In Progress,” and “Completed.”

Why Kanban works:

Provides clear visibility into task status.
Helps teams identify bottlenecks at a glance.

4. Extreme Programming (XP): Adapt On the Fly

XP is a software development-focused Agile framework that thrives on collaboration and adaptability. It allows for mid-sprint changes, enabling teams to swap tasks as long as work hasn’t started.

Why teams embrace XP:

Prioritizes simplicity and high-quality deliverables.
Keeps teams agile in the face of shifting requirements.

5. Adaptive Project Framework (APF): Built for Uncertainty

APF is perfect for tackling projects with constantly evolving requirements. By breaking work into iterative stages, teams can adjust goals and scope at the start of every phase, ensuring maximum value at every step.

What sets APF apart:

Stakeholder input drives continuous improvement.
Adapts to deliver the best business value, even in uncertain conditions.

C. Change Management Methodologies: Embrace the Unexpected

When change is inevitable, these methodologies help you stay ahead of the curve.

1. Event Chain Methodology (ECM): Risk-Proof Your Project

ECM prepares your team for risks that exist beyond the project scope. By proactively identifying potential disruptions and planning responses, you can mitigate unexpected events before they derail your timeline or deliverables.

2. Extreme Project Management (XPM): Flexibility to the Max

XPM flips traditional methodologies on their head. It’s built for projects with short timelines and high levels of uncertainty. In XPM, everything — from the budget to the deliverables — can shift to adapt to changing needs.

When to use XPM:

Tight deadlines (weeks or even days).
Constantly evolving project goals.

D. Process-Based Methodologies: Streamline Every Step

For teams that thrive on efficiency and precision, process-based methodologies blur the line between project management and business process management.

1. Lean: Do More with Less

Lean methodology focuses on eliminating waste and optimizing workflows. By identifying bottlenecks and cutting unnecessary steps, teams can deliver maximum value while conserving resources.

2. Six Sigma: Zero Defects

Rooted in data and statistics, Six Sigma aims for near-perfection by identifying and eliminating defects in processes. To achieve a six sigma rating, 99.99966% of your output must be error-free.

3. Lean Six Sigma: The Best of Both Worlds

Combining Lean’s efficiency with Six Sigma’s quality control, Lean Six Sigma helps teams deliver defect-free products while maximizing resource use.

E. Other Noteworthy Methodologies

1. PRINCE2: Structured and Scalable

Popular in the UK, PRINCE2 takes a product-based approach to project management. It divides responsibilities between a high-level project board (business justification, resource allocation) and a project manager (day-to-day execution).

2. PRiSM: Sustainability in Action

PRiSM integrates environmental sustainability into project management. It’s an excellent choice for organizations committed to reducing their environmental footprint.

3. Benefits Realization

This methodology focuses on delivering real, measurable value to customers and stakeholders, not just completing tasks on time and within budget.

F. The PMBOK Framework: The Industry Standard

The Project Management Body of Knowledge (PMBOK) isn’t a methodology per se but a comprehensive guide to best practices, processes, and tools. It’s structured around five process groups (Initiating, Planning, Executing, Controlling, Closing) and 10 knowledge areas, such as communication, risk, time, and cost management.

How to Choose the Right Methodology

With so many methodologies at your fingertips, how do you choose the perfect fit?

Start with the end in mind.
- Define your goals, deliverables, and key priorities.
- Example: Building a physical product? Opt for Waterfall. Developing software? Agile is your best bet.
Assess what’s already working.
- Consider your team’s strengths and preferences.
- Collaborative, adaptable teams thrive with Scrum, Kanban, or APF. Structured thinkers excel with Waterfall or CPM.

Still unsure? Let Black Badger guide you. Schedule a free consultation today, and we’ll help you design workflows that align with your unique needs. Your next successful project starts here.

It’s Not Too Late To Kickstart Your 2025 Business Planning — 3 Essential Steps To Get Started

Posted on November 19, 2024November 21, 2024 by David-Verneuille

Proactive planning is the cornerstone of any successful business, especially in today’s rapidly changing market. For business owners and C-Suite executives, taking the time to strategically plan for the year ahead is not just advisable—it’s essential. Early planning can be the difference between surviving and thriving in 2025. With a well-thought-out plan, you can navigate challenges, seize opportunities, and position your independent business for sustained growth.

Below, we explore five steps to kickstart your 2025 business planning. From assessing your current performance to developing a strategic growth plan, these steps will help you create a roadmap for success in the coming year.

Step 1: Assess Your Current Business Performance

Before planning for 2025, start by evaluating how your business performed in 2024. This assessment will give you a clear understanding of where you stand and what areas need improvement. Two helpful ways to do this are to conduct a review of your highs and lows from the previous year and perform a SWOT analysis. Here’s how:

Review 2024 achievements and shortfalls: Start by analyzing what worked well and what didn’t. Look at key performance indicators (KPIs) such as revenue growth, client retention, and profitability. Did you meet your financial targets? How satisfied are your clients? Identifying your achievements and shortfalls will provide valuable insights into areas where you can build on your successes or make necessary adjustments.

Conduct a SWOT analysis: Next, perform a SWOT analysis. SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. A SWOT analysis can be a helpful way to understand where your business is positioned in the market. Identify internal strengths and weaknesses, such as your unique skills, resources, or areas that need improvement. Evaluate external opportunities and threats, including market trends, competition, and economic conditions. This comprehensive analysis will guide your strategic planning efforts for 2025.

Step 2: Business Strategy Development: Crafting a Vision for the Future

Once you have a clear understanding of your current business performance, the next step is to develop a strategic vision for the future. This involves setting long-term goals and defining the direction you want your business to take. Here are some key considerations for business strategy development:

Define your mission and vision: Your mission statement should articulate the purpose of your business and the value it provides to clients. Your vision statement should describe your long-term aspirations and where you see your business in the future. These statements will serve as guiding principles for your strategic planning efforts.

Set SMART goals: SMART goals are Specific, Measurable, Achievable, Relevant, and Time-bound. Setting SMART goals will help you create a clear and actionable plan for achieving your vision. For example, instead of setting a vague goal like “increase revenue,” set a specific goal like “increase revenue by 15% within the next 12 months.”

Identify key initiatives: Determine the key initiatives that will help you achieve your goals. These initiatives should align with your mission and vision and address the areas identified in your SWOT analysis. For example, if one of your weaknesses is limited online presence, a key initiative could be to enhance your digital marketing efforts.

Step 3: Strategic Business Planning: Creating Processes as a Roadmap for Scaling Success

With your strategic vision and goals in place, it’s time to create a detailed business plan that outlines the steps you’ll take to achieve your objectives. This plan should include specific actions, timelines, and metrics for tracking progress. Here are some essential components of a strategic business plan:

Market analysis: Conduct a thorough analysis of your target market, including customer demographics, needs, and preferences. Identify market trends and opportunities that align with your business goals. This analysis will help you tailor your products or services to meet the needs of your target audience.

Competitive analysis: Evaluate your competitors to understand their strengths and weaknesses. Identify what sets your business apart and how you can leverage your unique value proposition to gain a competitive edge. This analysis will inform your marketing and sales strategies.

Marketing and sales strategy: Develop a comprehensive marketing and sales strategy that outlines how you will attract and retain clients. This should include tactics for online and offline marketing, customer relationship management, and sales processes. Define key performance indicators (KPIs) to measure the effectiveness of your marketing and sales efforts.

Financial plan: Create a detailed financial plan that includes projected revenue, expenses, and profitability. This plan should also outline your funding requirements and strategies for managing cash flow. Regularly review and update your financial plan to ensure you stay on track to achieve your goals.

Project Management Software Monday.com: Streamlining Your Workflow

Monday.com is another excellent project management software that can help you streamline your workflow and boost productivity. Black Badger is your go-to Monday.com partner, ready to help your business save time and avoid the hassle. Book Your Free Consultation Now. Here’s how Monday.com can benefit your business:

Customizable workflows: Monday.com offers customizable workflows that allow you to tailor the platform to your specific needs. You can create boards, columns, and automations that match your unique processes, ensuring that your team stays organized and focused.

Visual project management: Monday.com’s visual interface makes it easy to see the status of your projects at a glance. Use color-coded labels, timelines, and Gantt charts to track progress and identify any potential delays. This visual approach helps you stay on top of your projects and make informed decisions.

Team collaboration: With Monday.com’s collaboration features, your team can communicate and share updates in real-time. You can create discussion threads, tag team members, and share files to keep everyone aligned and informed. This enhances teamwork and ensures that everyone is working towards the same goals.

Integrations: Monday.com integrates with a wide range of tools and applications, such as Slack, Google Drive, and Zoom. These integrations allow you to centralize your work and streamline your processes, saving you time and effort.

Project Management Wrike: Maximizing Efficiency and Collaboration

Wrike stands out as a versatile project management tool that can help you maximize efficiency and collaboration within your team.Black Badger is here to support your business as a reliable Wrike partner, saving you time and stress. Streamline Your Future – Claim Your Complimentary Consultation. Here are some additional features of Wrike that can benefit your business:

Time tracking: Wrike’s time tracking feature allows you to monitor how much time your team spends on tasks and projects. This helps you identify areas where you can improve efficiency and allocate resources more effectively.

Resource management: With Wrike’s resource management tools, you can allocate tasks based on team members’ availability and workload. This ensures that your team is working at optimal capacity and prevents burnout.

Custom dashboards: Wrike offers customizable dashboards that give you a real-time overview of your projects and tasks. You can create widgets to track key metrics, such as task completion rates and project timelines, and gain valuable insights into your team’s performance.

Automation: Wrike’s automation features allow you to streamline repetitive tasks and reduce manual work. You can set up automated workflows, reminders, and notifications to ensure that your team stays on track and meets deadlines.

Teamwork Software: Enhancing Collaboration and Productivity

Teamwork is a project management software designed to enhance collaboration and productivity within your team. Need help with Teamwork? Black Badger is here to eliminate the headaches and give you back your valuable time. Reserve Your No-Cost Consultation Here. Here’s how Teamwork can support your business planning efforts:

Project templates: Teamwork offers customizable project templates that help you standardize your processes and save time on project setup. You can create templates for common project types and ensure consistency across your projects.

Milestones and deadlines: With Teamwork’s milestone and deadline features, you can set clear goals and track progress towards your objectives. This helps you stay focused and ensures that your projects are completed on time.

Time tracking and billing: Teamwork’s time tracking and billing features allow you to monitor how much time your team spends on tasks and projects. This helps you manage your resources effectively and ensure accurate billing for client work.

Client collaboration: Teamwork’s client collaboration features enable you to share project updates and files with your clients. This keeps your clients informed and engaged, and fosters a transparent working relationship.

Smartsheet Project Management: Driving Efficiency and Accountability

Smartsheet is a powerful project management tool that can help you drive efficiency and accountability within your team. Need a trusted Smartsheet partner to streamline your business? Black Badger is here to take the frustration out of the equation. Don’t Wait, Elevate – Schedule Your Free Consultation Today. Here’s how Smartsheet can benefit your business:

Grid-based interface: Smartsheet’s grid-based interface is similar to a spreadsheet, making it easy to use and understand. You can create, organize, and track tasks in a familiar format, ensuring that your team stays organized and on track.

Automated workflows: Smartsheet’s automated workflows allow you to streamline repetitive tasks and reduce manual work. You can set up automated approvals, reminders, and notifications to ensure that your team meets deadlines and stays on track.

Collaboration features: Smartsheet’s collaboration features enable your team to communicate and share updates in real-time. You can leave comments, attach files, and tag team members to keep everyone aligned and informed.

Reporting and analytics: Smartsheet provides robust reporting and analytics tools that give you insights into your team’s performance and project outcomes. Use these insights to identify areas for improvement and optimize your workflows for better results.

Zoho Project Management: Empowering Your Business for 2025

Zoho Projects offers a comprehensive suite of project management tools designed to empower businesses and improve efficiency. Black Badger is here for your business if you need a Zoho partner to save you time and frustration. Schedule Your Free Consultation Here. As you plan for 2025, integrating Zoho Projects into your workflow can provide numerous benefits that help you stay ahead in a competitive market. Here are some key features of Zoho Projects that can support your business planning efforts:

Task Automation: Zoho Projects allows you to automate routine tasks, saving time and reducing manual errors. You can set up task dependencies, automatic reminders, and triggers that streamline your project management processes, ensuring that your team stays focused on high-impact activities.

Detailed Gantt Charts: With Zoho Projects, you gain access to detailed Gantt charts that help you visualize your project timelines and track progress. These charts make it easy to see task sequences, identify potential bottlenecks, and adjust schedules to meet deadlines effectively.

Resource Allocation: Effective resource management is critical to achieving your business goals. Zoho Projects include tools for allocating resources based on availability, skill sets, and workload. This ensures that your team members are optimally assigned and prevents overwork.

Collaboration and Communication: Zoho Projects fosters seamless collaboration with features such as discussion forums, document sharing, and real-time updates. Team members can communicate effectively, share insights, and stay aligned on project objectives, enhancing overall productivity.

Time Tracking and Reporting: Zoho Projects offers robust time tracking capabilities, allowing you to monitor the time spent on tasks and projects. This data can be used to generate insightful reports that help you analyze performance, spot trends, and make data-driven decisions to optimize your processes. By incorporating Zoho Projects into your strategic business planning for 2025, you can enhance your project management capabilities, streamline operations, and achieve your business objectives. Embrace these tools and techniques to set your business on the path to success in the coming year.

By leveraging project management software like Zoho, Wrike, Monday.com, Teamwork, and Smartsheet, you can enhance productivity, streamline workflows, and achieve your business goals. Start planning today and set your business up for a prosperous 2025. As you embark on your 2025 business planning journey, Black Badger Software Solutions is your software experts specializing in Project Management Software and CRMs offering consulting, implementation, training, and support services to grow your business. Schedule Your Free Consultation Now.

Unlock the Potential of monday.com with Black Badger Software Solutions: Tampa Bay’s Premier monday.com Partner

Posted on April 11, 2023 by David-Verneuille

Introduction

Black Badger Software Solutions, based in Clearwater, FL, is the premier monday.com Partner for businesses in the Tampa Bay area. Our expert team offers comprehensive monday.com services, including consulting, implementation, and support. We work closely with clients to tailor monday to their unique needs, ensuring maximum efficiency and productivity.

While we do offer services nationwide, the Tampa Bay area is our home. We always offer services virtually, but for those businesses located in the area can also benefit from our on-site consulting, implementation, and support services. On-site services can be provided from St Petersburg through Pinellas Park, Largo, Safety Harbor, Dunedin, Palm Harbor and up to Tarpon Springs. We stretch this East through Oldsmar, Town ‘N Country, West Chase, and of course, the entire city of Tampa.

1. Expert monday.com Consulting Services

Our consulting services help you determine whether monday.com is the right fit for your business and how to leverage its features for your specific needs. We analyze your business processes, objectives, and future plans, recommending the most effective solutions.

Understanding Your Business Needs

We thoroughly analyze your business operations and requirements to provide the most effective and customized monday.com solutions. We work with you to develop a clear understanding of your goals and challenges and recommend the best features, workflows, and integrations for your unique situation.

Comparing monday.com to Alternatives

We compare monday.com with alternative solutions, such as Asana and Trello, to help you make an informed decision. We help you weigh the pros and cons of each option, ensuring that you can confidently choose the best software for your business.

2. Efficient Implementation

Our team guides you through every step of the implementation process, from setting up your account to customizing the platform to suit your business’s specific needs.

Setting Up Your Account

We assist you in setting up your account, ensuring that it is configured correctly and optimized for your business. We walk you through creating your account, adding team members, and setting up user permissions and roles to match your organizational structure.

Customizing monday.com for Your Business

We work closely with you to customize monday to fit your unique business requirements. We help you create custom boards, columns, and workflows that align with your processes and goals. Our team ensures that monday is tailored to your specific needs, enabling your team to work more efficiently and effectively.

Data Migration

Black Badger Software Solutions assists with data migration from your existing software systems. We ensure a smooth and seamless transition, minimizing any disruptions to your business operations during the migration process.

3. Reliable Support

As a monday.com Partner, we provide ongoing support to our clients, ensuring that they can fully harness the power of the platform. Our support services include help desk solutions, onboarding and training, and platform updates.

Help Desk Solutions

Our dedicated help desk team is available to address any issues or concerns you may have. We offer personalized support, ensuring that you always have a knowledgeable expert to guide you through any challenges you may encounter while using the platform.

Onboarding and Training

Black Badger Software Solutions offers comprehensive onboarding and training services to help your team get up to speed. We provide hands-on training, video tutorials, and other resources to ensure that your team is fully equipped to maximize the benefits of monday.com for your business.

Platform Updates

Our team keeps you informed about the latest monday.com updates and features, ensuring that you can take full advantage of the platform’s evolving capabilities. We provide guidance on how to implement new features in your existing workflows, ensuring that your team stays up to date with the latest monday.com innovations.

4. Seamless Integrations

Black Badger Software Solutions helps you integrate monday.com with your existing software systems, enabling you to streamline your business processes and improve overall efficiency. We assist with integrating with popular tools like Salesforce, Google Workspace, and more, ensuring that your team can access all the information they need in one centralized platform.

5. Streamlining Processes with Automation

Our team helps you harness the power of monday’s automation features to streamline your workflows and reduce manual tasks. We guide you through setting up custom automations that simplify repetitive processes, freeing up your team to focus on more important tasks and driving productivity.

6. Local Service and Personalized Solutions

As a monday.com Partner based in Clearwater, FL, and serving the entire Tampa Bay area, Black Badger Software Solutions is uniquely positioned to provide local expertise and personalized service. Our team understands the needs of businesses in the region and is committed to delivering tailored monday.com solutions that drive success for our clients.

Scalable Solutions for Future Growth

We believe in creating scalable solutions that grow with your business. We take the time to understand your current needs and future goals, ensuring that the monday.com platform can adapt to your evolving requirements as your business expands.

Maximizing ROI

By partnering with Black Badger Software Solutions for your implementation and support, you’ll be well-positioned to boost your business efficiency and achieve a strong return on investment. Our expert team will help you harness the full power of monday.com to streamline your processes, increase productivity, and drive growth for your business.

Conclusion

Black Badger Software Solutions is the go-to monday.com Partner for businesses in the Tampa Bay area. Our team of experts is dedicated to helping you unlock the full potential of monday through expert consulting, seamless implementation, and ongoing support. We work closely with you to understand your unique business needs and deliver personalized, scalable solutions that drive success.

Whether you’re just starting or looking to optimize your existing setup, Black Badger Software Solutions is here to help. Reach out to us today via phone, text, or chatbot to learn more about our services and how we can help your business thrive.

Monday.com As A Work OS

Posted on February 7, 2023July 30, 2024 by Jon Teychenne

Monday.com As A Work OS

It’s no secret that the Covid-19 pandemic completely changed, not just how people work, but where they work too.

According to a US census, the amount of people working from home tripled over the years between 2019 and 2021. These days, the percentage of US workers working from the comfort of home offices and coffee shops sits at around 26%, and that figure is only set to grow over the next few years.

With more remote teams dotted across the region, country and even the world, how do you manage people and projects?

Enter: Work OS.

Work OS (Work Operating System) is essentially a cloud-based digital workplace and central hub that plays host to all of your team’s projects, processes and communication.

It enables teams to plan and manage projects, track processes and ultimately keep everyone in the loop, no matter where they are on the globe.

One of the best and most popular Work OS software on the market is Monday.com. It’s used as a CRM by teams to manage projects and workflows. In fact, some of the most well-loved brands use Monday.com. Adidas, Samsung and Uber to name just a few!

In this article, we’ll reveal some of the best features and benefits of monday.com, and how it could be a good tool to help you manage your systems and processes.

Customizable Workflow

Monday.com caters for many teams and has customizable templates for the sector you’re in, like:

Sales and CRM
Marketing
IT
Product development
Operations
PMO
HR

The list goes on! What we like is that no matter what industry you’re in, there are lots of different templates to choose from to make sure your workflow is personalized and appropriate for your team and the work that you do.

Let’s take sales as an example.

You have access to a selection of templates, including:

Basic CRM
Marketing activities
Real estate CRM
Customer projects
Contacts
Supporting sales materials
Customer onboarding

You can change the columns, views, automations and integrations to suit your needs.

For those teams that work off of multiple spreadsheets, these templates are a great alternative.

Real-Time Collaboration

We’ve all been there. A meeting that uncovers something that could have been sent in email. To combat the challenges of relaying messages to a remote team, Monday.com allows you to make comments and messages on the boards. This way, everyone gets real-time updates on the project – removing the need for unnecessary meetings!

Project Scheduling

Planning projects used to be a pretty mundane task, way back when project managers took to the likes of Excel to take care of the scheduling.

But, thanks to Work OS like Monday.com, there’s a more efficient and smarter way to get all of your projects mapped out.

Board Views.

Monday.com’s Board Views allow you to see your project from all angles:

Gantt charts – specific data can be turned into a Gantt chart
Workload – this helps you visualize the distribution of work by being able to oversee who’s doing what at different stages of the project
Timeline – an overview of your project dates and timeline
Calendar – tasks, activities and deadlines can be stored in a calendar

It combines AI and data that’s inputted into the collaboration and planning tools so you can clearly oversee your project’s schedule and ensure that everything is running on time.

Budget Management

Being able to have an overview of your project outgoings is a really handy feature of Monday.com. The Numbers Column lets you track all of the money you’re spending on the project so that you can regularly and easily check if you’re going in the right direction with your budgets.

Resource Management Tools

What do you need to make sure your project runs smoothly? People, money, time?

Without resource management tools, it’s quite difficult to make sure resources are being used efficiently and effectively. Monday.com’s Workload View can help you see who’s working on what and whether they’re under or over capacity. This will allow you to delegate tasks to the right people whilst avoiding staff burnout.

Time Tracking

We know all too well how important it is to complete projects on time. The time tracking feature on Monday.com is an excellent tool for you and your team to monitor how and where they’re spending their time, so that schedules and timings can be adapted where needed. It also gives you an overview of productivity and who you can distribute tasks to.

Built-In Reporting

Not one of the most exciting features, but an important one nonetheless.

Monday.com offers built in reporting so that you can get regular insights on how your project is going. Seeing the stats and figures of your project is a great way to monitor things like if you’re going to deliver it on time or if it’s going to come in within budget.

Third-Party Integrations

How many different tools and platforms does your team use everyday? We’re guessing a lot.

Trello, Gmail, Slack, LinkedIn…

The beauty of monday.com is that it allows third-party integrations within one board, so you can keep all of your favorite tools and integrations in one place!

Mobile App

Around 64% of US workers use their mobile devices to work, so having a Work OS with a mobile app is super handy.

The app is available on Apple App Store and Google Play Store and is a fantastic way to see your boards and communicate with your team when you’re on the go.

Monday.com became a Work OS back in 2020 but since then has been constantly making aggressive market expansion of new products and features to continue helping teams across the world stay connected and well-versed with their projects.

How We Can Black Badger Help You With Monday.com and Work OS?

If you like the idea of getting on board with monday.com but fear that you don’t have the time or resources to get the most out of its features and your investment, why not consider a MSaaS (Managed Software as a Service), like Black Badger?

We are a team of software experts and a monday.com partner, who can make sure that your Work OS is the right fit for you and your business, so you don’t miss out on potential revenue or waste valuable resources.

Essentially, we’re on hand to manage all of your cloud-based software, so you can take the backseat and focus on optimizing uptime, performance, maintenance and scalability across all departments at just a fraction of the cost.

Did we mention our services are unlimited?

We know the landscape is changing, and the traditional Monday – Friday, 9-5 schedule is slowly fading out. That’s why we offer unlimited service – depending on the plan you choose, you could have access to round the clock support!

Check out our Unlimited MSaaS Plans and how we can help your business get the most out of your software investment.