monday.com Implementation for a PR and Marketing Company
About The Company:
Our client is a globally recognized digital communications agency with a presence worldwide. Initially operating as a traditional PR agency, They have evolved to include a robust digital and creative services department.
Customer Challenges:
As the agency expanded its creative capabilities, effective project management became critical to maintaining operational efficiency.
When their creative team was smaller, they relied on Basecamp for project tracking. However, as the department grew and took on hundreds of monthly design requests, Basecamp proved inadequate.
They struggled with time-consuming manual processes to manage tasks—a process prone to errors and inefficiencies. Additionally, the lack of a unified view for projects, especially for large clients like Google, fragmented operations and hindered productivity.
The challenge of balancing team capacity and avoiding burnout. Without a clear system to measure workload or track project progress, requests often led to overburdened designers or delays.
Another major pain point was manually updating strategists about completed tasks, which took valuable time away from actual project management.
Solutions:
To address these challenges, we implemented monday.com for the client. Implemented solutions were:
- monday.com Implementation:
We developed and implemented a centralized solution monday.com to consolidate all design requests in one place. This provided a clear view of client requests and enabled project managers to efficiently assign designers and track progress from start to finish.
- Board Customization Workload Management:
A point system board on monday.com was customized to estimate the effort required for each task. This visualizes team capacity, enabling project managers to determine whether new tasks can be accommodated or if additional resources are needed. The Workload board ensures that ad hoc requests are managed without overburdening designers.
- Automation:
Automation in monday.com eliminated the need for manual status updates to strategists. Automated alerts leveraged project managers to shift focus on high-potential tasks. Automation triggers tasks on the designer request board once approvals are received, ensuring seamless execution and clear communication.
- Accurate Time and Cost Estimation:
The time-tracking feature in monday.com enables project managers to use historical data for precise cost and time estimates. This has significantly improved the agency’s ability to plan and budget projects.
Results:
The client experienced remarkable improvements in efficiency and team satisfaction:
- Centralized Operations: The design team now handles 300–400 monthly requests seamlessly, with all client requests consolidated in one platform.
- Increased Productivity: The point system and workload management prevented burnout and ensured optimal team utilization.
- Time Savings: Automation reduces manual tasks, allowing project managers to focus on strategic initiatives.
- Enhanced Accuracy: Time-tracking data led to better cost and time predictions, improving client satisfaction.
Technology and Tools Used:
monday.com
Final Words:
The implementation of monday.com has transformed clients’ project management practices, empowering the agency to scale its creative operations efficiently. With a unified platform, automated processes, and actionable insights, the client can now deliver exceptional results for its clients while maintaining a balanced and productive creative team.
CloudCache Consulting undertook this whole project and delivered optimum results for the client. You can also contact us for monday.com consulting service. If you need, you can read our client’s reviews on Fiverr.
