Helping our client streamline project delivery and dashboard visibility with monday.com Work Management.

Summary

CloudCache Consulting helped a client transform project tracking using monday.com Work Management. Automated turnaround time calculations, checkbox-driven team assignments, real-time progress percentages, and notification automations reduced manual effort and improved delivery accuracy. A simplified manager dashboard surfaced seven key columns—campaign, request date, expected completion, status, and capacity—so leaders act faster. Formula columns, mirrored data, and Gantt/Kanban views provide flexible visualization and predictable handoffs for cross-functional teams and measurable throughput metrics across departments.

Monday work management implementation for support industry

About The Company

Our client is a BPM partner operating globally with focused, domain-centric teams and AI augmented tech, data, and analytics.

Customer challenges

The client was facing the pain points significantly and due to which unnecessary status meetings, missed deadlines, and frustrated teams. Some of the major issues were:

• Managers couldn’t see the most important data at a glance — too much scrolling, too many columns.
• Turnaround time calculations were manual and error-prone.
• Team assignments were done by hand, which caused routing delays and duplicate work.
• Handoffs between teams weren’t visible, so progress was often unclear.
• No capacity view to quickly understand bandwidth or recurring vs one-time requests.

Solutions

We configured monday.com Work Management and delivered targeted automations, formula logic, and UI changes so the tool behaves like a single source of truth.

Automated turnaround calculations

• Implemented formula columns to compute per-team durations and aggregate turnaround (e.g., Total Turnaround = IF({Content},2,0)+IF({Design},1,0)+IF({Site},2,0)).
• Used formula-driven date arithmetic to set Expected Completion = {Request Date} + {Total Turnaround}. These values are recalculated automatically when inputs change.

Checkbox-driven team assignment & routing

• Created conditional automation recipes: when a requester checks the “Content” box the item is assigned to Content Board, status set to “Queued,” and an item link is mirrored to the manager board.
• For cross-board synchronization we used mirrored columns and inter-board automations so updates flow bidirectionally without manual copy-paste.

Real-time progress & dependency handling

• Added a progress roll-up: each team’s completion toggles an automation that updates a Progress % column (e.g., content complete → +33%).
• Implemented dependency automations and notification chains so the next team receives an alert (email/Inbox) as soon as the prior stage completes.

Manager’s simplified, scroll-free view

• To enhance managerial efficiency, we designed a custom dashboard combining timeline widgets, workload widgets, and summary tables. This provided a clear view of campaign name, request date, expected completion date, current status, and team capacity.
• The layout was optimized to fit 7–8 critical columns visible without scrolling, enabling managers to view essential data at a glance.

Visualization & workflow flexibility

• Exposed Gantt (timeline) and Kanban views; added toggles to switch between agile and waterfall workflow templates.
• Added capacity heatmaps and throughput indicators using dashboard widgets for forecasting.

UX tweaks for “lazy” users

• Left-most critical columns, single-click status changes, and minimized modal opens. Default views surface only what managers need to act on immediately.

Results

After the implementation, The client experienced a major improvement in project visibility and turnaround tracking.

• Managers now assess campaigns in seconds — no scrolling required.
• Automated turnaround and date formulas removed manual math and reduced errors.
• Team handoffs are timely thanks to notification automation.
• Progress became visible and measurable; teams saw exactly when they’re expected to act.
• Internal reporting time dropped; planning improved because capacity data was trustworthy.
• Qualitatively: fewer ad-hoc status calls, calmer teams, and faster decisions.

Technology and Tools Used:

Monday.com work management

Final words

This project transformed from a scattered set of spreadsheets and ad-hoc processes into a streamlined, automated monday.com workflow operation. We combined formula-driven date logic, mirrored data , conditional automations, and flexible dashboards, to give the client the visibility and precision they needed.

If you want a similar transformation for your teams, CloudCache Consulting is here to help. As a Monday.com Gold Partner, we offer monday consulting and Monday Work Management solutions designed to streamline your workflows, boost team productivity, and scale your operations.

With a proven track record of happy clients worldwide—including many on Upwork—we can help you design, implement, and optimize Monday.com solutions tailored to your unique needs.

Partner with us to unlock the full potential of Monday.com for your business. Contact us today to discuss about your requirement.