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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.

Talk to One of Our Experts

Need help figuring out which software is right for you? Schedule a free 30-minute consultation with one of our amazing U.S.-based software consultation experts. Fill out the form below to get started.