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monday
CRM
Fragmented customer data
We transitioned Express Kitchen to a fully integrated Monday.com CRM + Work Management , unifying all operations under one scalable roof.
Week 1-2
Phase 1: Discovery & Planning
Conducted comprehensive audit of existing Excel workflows
Mapped critical business processes and data dependencies
Identified key stakeholders and power users across departments
Week 3-6
Phase 2: System Architecture & Migration
Extracted and transformed 5+ years of historical project data from Excel.
Order Management & Production Scheduling
Quality Control & Delivery Tracking
Customer Communication & Feedback
Vendor & Supplier Management
Week 7-10
Phase 3: Automation & Integration
Automatic task assignment based on order type and priority
Status change notifications to relevant stakeholders
Deadline reminders with escalation workflows
Production milestone tracking with automatic updates
Connected Monday.com with client's property developer database
Real-time sync of property specifications and delivery addresses
Automated invoice generation and tracking
Automated project creation from new development orders
Week 11-12
Phase 4: Training & Adoption
Champion Network
Identified and trained 8 power users across departments
Role-Based Training
Customized sessions for different user groups
Documentation
Created comprehensive user guides and video tutorials
Ongoing Support
30-day post-launch support with weekly check-ins
75%
Reduction in project setup time (from 2 hours to 30 minutes)
90%
Elimination of data entry errors
100%
Real-time visibility into production status
Business Impact
On-time delivery rates increased from 72% to 94%
Enhanced Accountability
Clear task ownership with automatic escalations
Better Resource Planning
Real-time planning reduced overtime costs by 35%
Team Adoption
On-time delivery rates increased from 72% to 94%
Zero Excel Dependency after 6 weeks
All project updates centralized in Monday.com for consistent, real-time communication.
Status update meetings reduced by 40% through streamlined communication.
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