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?
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.