The Top 3 monday.com Case Studies & Customer Stories You Need to Know in 2024

Key Takeaways: monday.com Case Studies

Howard Kennedy — A law firm turned to monday.com to better align its business strategies and operations.
Wix — A startup used monday.com to help efficiently grow from 50 to more than 1,000 employees.
Officeworks — A retailer struggling with document management, communication and processes used the monday.com work OS to streamline workflows.

Facts & Expert Analysis: monday.com Customer Stories

Plenty of tools: Thanks to the myriad tools found on monday.com, which include workflow, resource, time, CRM and finance tools, the platform is ideal for teams across various industries.
A complete work OS: Many find that monday.com is a one-stop shop for project management. Its tools, integrations, automations and knowledgebase make it a great work OS for small and large businesses.
Other options: Though monday.com is a fantastic solution for some, it won’t appeal to everyone. Remember that there are different project management platforms, some of which we discuss in this guide.

monday.com’s powerful tools, friendly user interface and affordable plans cement its spot atop our roundup of the best project management software. We’re not the only ones who think this work OS is a cut above the rest. In this article, we’ll share some monday.com case studies from those who find the platform beneficial and important to the health of their organization.

Below, we’ll explain monday.com, define “work OS” and look at three case studies that highlight how the platform’s tools helped customers and businesses overcome obstacles and complete challenging projects.

Meet the experts

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Brett Day (Writer, Editor)

Brett Day is an accomplished project management expert, with over a decade of experience in retail management, leading projects for major retailers like CVS, Old Navy, and Kohl’s. His proficiency in project planning and process improvement is augmented by a Six Sigma White Belt certification, demonstrating a commitment to enhancing business strategies and workflow optimization. With 13 years of writing experience, Brett’s insights have been featured on platforms like Yahoo and SmartBrief, highlighting his expertise in technology, software and strategic execution.

More about Brett Day

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Sandra Pattison (Writer, Editor)

Sandra Pattison, a seasoned writer and editor at Cloudwards for over five years, specializes in VPNs, streaming services and children’s online security. Her journey in the tech world, starting with Cloudwards, has seen her contribute to several well-known tech publications while leveraging her personal experience as a parent to better understand the world of online safety. Outside of work, her interests range from photography to enjoying movies and playing The Sims.

More about Sandra Pattison

Learn more about our editorial team and our research process.

What Is monday.com?

monday.com is an all-in-one project management platform that’s designed to be used with traditional and Agile project management methodologies. It provides workflow management tools like kanban boards, Gantt charts and calendars; offers time, resource and financial management tools; and can be used as a customer relations management (CRM) platform.

monday kanban view — monday.com offers kanban boards (pictured), Gantt
charts and more tools for managing tasks.

The software is affordable and easy to use via dedicated desktop, mobile and browser versions. You can learn more about monday.com’s tools and plans in our full monday.com review. If monday.com doesn’t sound like your cup of tea, read our project management comparison guides to see if another platform sounds better.

Check out our ClickUp vs monday.com guide to learn about powerful team collaboration tools like real-time document editors, whiteboards and mind maps. Alternatively, if you use only the Scrum framework, spend some time with our monday.com vs Jira guide.

What Is the monday.com Work OS?

“monday Work OS” (work operating system) is the name the monday.com team has given the software. Essentially, monday.com is a one-stop shop for project management, CRM, document management and more.

monday crm template — monday.com’s selection of templates, including one for CRM,
makes it a solid work OS for multiple industries.

Whether you work in software development, marketing, HR or support roles, you’ll find the tools you need. The platform is ideal for organizations big and small, including startups and established businesses. Below are some of the features you’ll find on monday.com.

Workflow tools: Work teams will find easy-to-use kanban boards and Gantt charts, calendars and boards that make tracking project tasks a piece of cake. Check out our guide on how to use the monday.com calendar to learn more about this tool.
Time management: In addition to tracking tasks, users can use the work OS to track time. The time tracking tools, which help project managers understand how time is being spent, are straightforward and are part of the reason why monday.com tops our roundup of the best time management tools.
Resource management tools: Whether you’re resource leveling or resource smoothing, monday.com’s boards will help you out. Check out our guide on how to use monday.com boards to learn how to become a board ninja.
Integrations and automation: Integrations and automations help expand the platform’s capabilities. You can quickly import data from other business software and automate processes and workflows. Read our guide on how to create monday.com recurring tasks to learn how to implement automations.
Templates: monday.com’s templates can help managers get a project off the ground in minutes. You can find templates for HR, healthcare, construction, software development and more. You can even find templates for RACI charts and other business strategies. Learn more in our roundup of the best monday.com templates.
Project dashboards: One of the most efficient ways to track key project metrics is via dashboards. The dashboards on monday.com are customizable and can be shared with stakeholders and clients. To learn more about this tool, read our guide on how to use monday.com dashboards.

monday dashboard — Dashboards on monday.com are customizable and
allow you to quickly see key project metrics.

The Top 3 monday.com Case Studies & Customer Stories

Now that you know what monday.com is and how this work OS can help teams across multiple industries and organizations, it’s time to look at three monday.com case studies to understand how other companies have successfully used the platform.

1. Howard Kennedy

monday howard kennedy — monday.com has the tools and flexibility law firms need.

Challenges

Business growth: Howard Kennedy wanted to grow the firm’s income from £55 million (roughly $70 million) to £80 million (approximately $101 million) ¹.
Communication: Tony McKenna, Howard Kennedy’s IT director, wanted a vehicle to help the team communicate.
Business strategy: The Howard Kennedy executive team wanted software to help them execute their business strategy.

Solutions

Boards and other workflow tools: The Howard Kennedy team started using boards to help them manage daily and weekly business operations.
Comments and real-time tools: By using the commenting system, multiple departments were able to improve their communication and collaboration.
Project dashboards: Dashboards allowed the firm to see key performance indicators for critical business areas quickly and easily.

The Howard Kennedy law firm, based in the United Kingdom, was no stranger to monday.com before it embarked on a journey to grow its business. The firm used the platform to help manage its Agile-based portfolio. What they didn’t know is that they could use monday.com to help them grow their business and keep everyone on the same page.

monday board — Boards on monday.com allow teams to see and manage tasks,
leave comments and enter critical task information.

By harnessing monday.com’s tools, the executive team was able to align daily and weekly business tasks with the firm’s long-term business strategy. Additionally, the team improved collaboration across departments from HR to finance to IT by keeping everyone better informed via boards and dashboards that showed tasks, objectives and critical performance data.

Future Prospects

Howard Kennedy’s future prospects appear to be good. Tony McKenna indicated that the firm was once slow to adopt digital tools to help manage business operations and instead relied only on technology to help it serve clients and manage cases.

Now, the firm uses workflow management tools, automations and integrations to manage the business, legislative timelines and billing. The team also uses monday.com to view actual costs versus estimates and receive alerts. The use of monday.com has helped ensure team members can focus on tasks relating to operations and business strategy across multiple departments.

2. Wix

monday wix story — monday.com helped Wix grow rapidly.

Challenges

Managing growth: Wix grew from a small start-up with less than 50 employees to more than 1,000 within two years. ²
Communication: Much time was spent in meetings, and communicating was hard.
Tracking tasks: With many employees, knowing who was doing what was challenging.

Solutions

Organizational structures: We don’t know specifically which tools Wix used, but monday.com offers templates for RACI charts and organizational structures, which can help identify what team members do and the positions they hold.
Communication tools: By utilizing communication tools, Wix was able to use monday.com as a “handshake” between departments, which reduced meetings, phone calls and emails.
Workflow management: Workflow tools on monday.com allow all team members to effortlessly track and manage tasks they’re working on and see what their teammates are completing in real time.

Wix, once a small startup that launched a platform for aspiring website owners and designers, experienced rapid growth. Within two years, the small company grew from less than 50 employees to more than 1,000 and exploded into a company worth $1 billion, with offices in 16 cities across six countries. ²

raci chart template — A RACI chart can show which team members are accountable for specific tasks.

The company knew it had to do something to help manage employees and tasks and still provide a service to its 73 million users. ² Using workflow management tools, Wix leaders devised a workflow that allowed all team members to see what everyone else was working on across multiple departments and who was in charge of specific jobs.

Future Prospects

Wix CEO and co-founder Avishai Abrahami says that thanks to monday.com, he knows everything that’s happening at Wix. Though the processes are not as simple as they were when the team was small, monday.com helps him get caught up as if he were sitting across a table having lunch with individuals and teams.

Eliminating the need for numerous meetings, emails and phone calls freed the CEO (and others, we’re sure) to better understand what everyone was working on by asking about their ideas, visions and plans. Wix’s future prospects appear bright thanks to its willingness to embrace software to help save time and focus on the bigger picture.

3. Officeworks

monday officeworks — Officeworks has successfully used monday.com
to improve workplace efficiency.

Challenges

Workplace efficiency: Officeworks used multiple spreadsheets (more than 635) with more than 100 tabs each, which made efficiency difficult. ³
Document management: Without a robust document management system, Officeworks struggled to maintain a folder system for essential documents and data.
Miscommunication: Broken communication caused the company to miscommunicate important information about products and important updates.

Solutions

Task management tools: By using task tracking tools, Officeworks was able to better visualize workloads, which led to enhanced workload balancing.
Document management system (DMS): Instead of manually organizing many project-related documents, Officeworks used monday.com’s DMS to store and organize important documents and files.
Collaboration tools: By utilizing monday.com’s collaboration tools, the company was able to collaborate on store planograms, reduce company emails by more than 10,000 and stop miscommunication. ³

According to Micro Space Planning Manager James Fryer, before Officeworks started using monday.com, its processes were “clunky” — not ideal for a company that adds thousands of new products yearly. In addition, its communication was classed as “scattered ad hoc,” which is not great for a company with 165 stores and 40,000 online product SKUs. ³

monday gantt chart — Officeworks uses Gantt charts to help plot important timelines.

Instead of using a work OS like monday.com, Officeworks relied on multiple folders and spreadsheets with more than 100 tabs, all manually updated with data that different teams delivered by various means. After the company embraced monday.com, the situation improved. The platform’s intuitive tools and customization options were easy for the whole team to use.

The company needed to visualize workloads, identify resource gaps, manage documents and track tasks. After designing a workflow, the company could balance workloads, use templates for consistency, utilize dashboards and boards, and automate tasks. The team could also connect and collaborate on planograms for stores and plot timelines using Gantt charts.

Future Prospects

Officeworks has a promising future. The company can now easily replicate store opening processes, collaborate more efficiently and generate consistent data. It has also seen an improvement in direct costs, time savings and staff workloads. According to James, “It’s a win all around.” ³

Final Thoughts

Though monday.com won’t be the perfect work OS for everyone, for some, it’s the ideal solution to their project-related problems. monday.com’s ease of use, slick tools and affordable plans will appeal to many. monday.com offers a free trial for anyone who wants to take it for a spin.

If you feel like trying a different platform after reading the monday.com case studies presented in this guide, we suggest reading our monday.com vs. Trello guide, especially if you plan on using kanban boards to track and manage tasks. Alternatively, take a look at our roundup of the best free project management software.

Do you have a monday.com success story to share? Do you have a story that highlights some less-than-desirable outcomes? Which workflow management tools do you use to make tracking projects easier? Let us know in the comments. Thanks for reading.

FAQ: monday.com Case Studies

monday.com is a project management solution that solves the problem of tracking and managing simple and complex projects.
monday.com is best used for project management tasks such as team collaboration, task tracking, resource management, time management, risk management and financial planning.
Yes, monday.com can be used as a CRM thanks to its highly customizable tools and premade CRM templates that can help track customer data, sales information and more.
Yes, monday.com can be used as a project management tool thanks to its kanban boards, Gantt charts, boards, calendars, time trackers and financial management tools.

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Sources:

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Categories

The Top 3 monday.com Case Studies & Customer Stories You Need to Know in 2024

What Is monday.com?

What Is the monday.com Work OS?

The Top 3 monday.com Case Studies & Customer Stories

1. Howard Kennedy

Challenges

Solutions

Future Prospects

2. Wix

Challenges

Solutions

Future Prospects

3. Officeworks

Challenges

Solutions

Future Prospects

Final Thoughts

FAQ: monday.com Case Studies

Sources:

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