Blog monday

Monday.com: the flexible platform to digitalise processes and connect teams

The agility, connectivity and automation demanded by today’s environment inevitably require tools that help us manage processes, people and projects. In this sense, and as our name suggests, at Holistic Data Solutions we follow the philosophy of offering flexible and versatile solutions that make it possible to cover the management and processes of any department or company. In line with this approach, we have become partners of monday.com.

The reason is simple: it is a very powerful (and widely recognised) tool that fits with our vision of providing flexible, scalable and cross-functional solutions that help digitalise business processes in a holistic way.

In this article, we present the strengths of this software so that you can understand how it can help you scale the digitalisation of your company.

What is monday.com and why is it different.

Monday.com started out as a “simple” online tool for managing teams and projects. With a highly visual and intuitive approach, it made it possible to create boards, assign tasks and track the work of team members.

Its ease of use and attractive design quickly turned it into a solid alternative to competitors such as ClickUp or Jira. But what truly differentiates monday.com is its versatility.

Over time, its flexibility has enabled it to go far beyond project management and become a comprehensive platform for business processes. Where users were once managed, it is now possible to manage products or stores; where hours were tracked, today full budgets are monitored; what used to be projects are now openings of new branches, satisfaction surveys or expansion plans.

A versatile and flexible platform for any process.

The great strength of monday.com is that it is not designed for a single sector or function. As they state on their own website, it is “made for work, designed to love”. It adapts to practically any scenario involving tasks, resources and approvals, in other words, to virtually any department in any company.

Its structure is modular, based on customisable boards, which opens the door to designing tailored processes for each organisation, regardless of its size.

This makes it easier for companies to move from managing projects only to digitalising entire processes, aligning the tool with their operational reality without running into the barriers or constraints of software that has been predefined for a specific sector or type of tasks.

And to show that this is genuinely the case, here are some examples of use cases where you can use monday.com.

Use cases for monday.com across different departments.

  • Human Resources (HR): from managing recruitment processes to onboarding new hires, approving holidays or managing training.

  • Controlling and finance: digitalisation of expense tickets, management of travel, courses and purchase approvals.

  • Sales / commercial area: tracking accounts, customers and sales opportunities, with real-time visibility of the pipeline.

  • Product and customer experience: centralising satisfaction surveys, managing feedback and driving continuous improvement.

  • Operations: organising transport routes, employee logistics and coordination of shifts.

  • Team and project management: planning, time tracking, task allocation and cross-functional collaboration.

The key to making all of this possible is the tool’s ability to adapt the platform to the language and needs of each department, without losing the organisation-wide view.

Collaboration and automation without barriers.

A recurring challenge in many companies is the disconnect between departments. HR works in one system, finance in another, operations in a third, and information never really flows efficiently. Monday.com breaks down this barrier by offering a centralised space where all teams can collaborate with transparency and full traceability.

In addition, the platform stands out for its automation capabilities. Approving requests, sending reminders, moving tasks from one status to another or integrating information from external systems are actions that can be automated with just a few clicks.

You can easily imagine the time savings on repetitive tasks and the reduction in manual human errors that this represents, allowing teams to focus on the activities that truly add value to the business.

Specific verticals of monday.com

Such has been the growth of monday.com that it has recently developed specific verticals adapted to particular needs:

  • monday work management: the “traditional version”, focused on project and task management.

  • monday CRM: focused on managing leads, accounts and commercial opportunities.

  • monday Service: designed for ticketing and customer support.

  • monday Dev: created for product development teams, with specific features for planning and tracking releases.

These vertical solutions show how monday.com is able to go deeper into specific areas without losing its flexible and adaptable nature.

An open and scalable ecosystem.

Beyond its native features, monday.com offers an open ecosystem that facilitates integration and growth through:

  • App marketplace: where companies can publish their own developments to extend the platform’s functionality. At Holistic Data Solutions, in fact, we have already developed one, which you will be able to find in their Marketplace very soon.

  • Integrations: connectivity with commonly used tools (from Gmail to Slack or Microsoft Teams), as well as the ability to integrate with any other software via connectors such as Zapier or n8n.

These characteristics make Monday.com a living platform that can evolve at the pace of each organisation and its technology stack, without the limitations or the need to acquire more expensive tools that later end up being underused.

Why Holistic Data Solutions chooses monday.com.

At Holistic Data Solutions, we believe that digital transformation must be approached from a global perspective, avoiding isolated solutions that create further fragmentation. Monday.com shares this philosophy: it is flexible, adaptable and makes it possible to build cross-functional processes that integrate the entire organisation.

Now, as partners of monday.com, we can help companies design, implement and customise the platform in line with their real needs. From talent management to financial controlling, and across operations, sales or IT, we support our clients so that monday.com becomes a strategic ally in their digitalisation journey.

If you would like to discover how monday.com can help you transform process management in your company, contact us. We will be pleased to support you on the path towards a more agile, connected and future-ready organisation.

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