Top reasons that teams re-evaluate monday.com as their work OS:
#1: The most common root cause for monday.com adoption error:
“We didn’t design our system, it just evolved.”
monday.com is an easy to use tool with millions of possibilities. Without a clear path to adoption and intentional workflow setup, teams start to feel overwhelmed by possibility and lost with workflow configuration
We see the same story time and time again. Someone started building boards quickly to “get going.” Then, another team copies the configuration. Automations begin being layered in without an understanding of board connections or possible integrations.
That’s why a top search for monday.com is “implementation gone wrong.”
Teams can recognize where setup has run away from them, but don’t know how to fix their setup.
Tip: monday.com consultants are trained to map workflows with expert knowledge of implementation, integration and configuration built to scale. Interested in meeting a Platinum Partner Consultant for a free consultation? Book today by clicking the button below!
#2: Board configuration is centered around tracking, not flow.
“We just started inputting data, and now it’s siloed.”
When boards are built to start capturing data without strategizing integrations and data connection, you begin to replicate working as if you were storing your information in a sheet.
Yes, you’re able to comprehensively track insights, but when a status update changes, does it notify your team? Is manual work being eliminated with the automations you need to make the most of your investment in monday.com?
Tip: Map your workflows to understand where manual work can be eliminated with automation, where integrations can streamline your workflows and determine where data needs to be connected, and handed off.
#3: People feel like they’re “feeding the tool”
You adopted a work management system to simplify your workflows. Without higher level implementation and configuration strategy, you begin to track data lacking connection.
Your team will not feel inclined to adopt a new system if they cannot see the benefits associated with it. Planning automations beforehand will allow your team to see in real time how this new tech will make their lives easier. Because that’s the goal, right?
Tip: Talk to your team prior to implementation on where their bottlenecks are, what pain points they experience daily + where data and next steps are falling through the cracks. This will help you understand the obstacles that your OS needs to overcome to build internal value.
#4: Automations Were Added Before the Workflow Was Stable
Automations are incredibly powerful tools for eliminating manual work + keeping your teams aligned.
However, what value does a status column add if it does not move the data where it needs to be, or alert your team to changes? It becomes another piece of data your team will need to manually check for progress updates.
Tip: Configuring your connect boards, automations + separating appropriate workspaces prior to automation adoption will give you a clear picture of where data needs to connect + impact your workflow. Unsure where to start? Click the button below to schedule a free discovery call with a monday.com Platinum Partner consultant.
#5: There Is No System Owner
“Ops or IT handles this” but no dedicated professional oversees your system.
Establishing a “point of contact” for your monday.com workspaces gives teams the understanding of where to bring bottlenecks + rely on support for workflow improvements. Without an understanding of a management hierarchy, teams often feel lost communicating their needs + begin making improvements themselves.
Without guidance, this leads to disjointed systems and internal confusion. What automations have we built? Why are my monday.com automations misfiring? Where did that board get off to? A dedicated team member helps keep answers in one place.
Tip: During implementation, assign a “Head of monday.com Operations” to handle internal questions,
and bring concerns to your monday.com consultant.
#6: Dashboards built too early:
“Upper management can’t see what’s going on at a high level.”
Dashboards are an incredibly powerful tool, giving leadership real-time insights on company progress. A complaint we often see is that without proper configuration and data-sorting, dashboards can be left with fragmented graphs and incomplete information.
What are the most important insights you need to see daily?
Where could dashboards be optimized to compare data for more informed decision making?
Tip: We recommend mapping the types of data that upper management needs to see across boards.
#7: monday.com Is Being Used Like a Spreadsheet
“Couldn’t we just do this in sheets?”
Yep- we’ve heard it before. When teams already are apprehensive to adopting new tools, they revert to what is comfortable. What they know.
Aversion to technology is a huge pain point we see management and ownership struggle with when introducing monday.com. “We’re comfortable with how we work” does not mean it is the most efficient approach to optimization.
Tip: Having pre-built configurations, an implementation path + being able to demonstrate the power of integrations and automations give teams the understanding of how they’ll be able to work smarter, not harder.
#8: The System Was Built for Managers, Not the People Doing the Work
We know how cool monday.com dashboards are. However, they aren’t the place to start
Typically, teams are not involved in the vetting process for a new OS. They’re still expected to
use whatever your management/ownership lands on.
Starting configuration with an understanding of where data needs to go to be able to roll up
into dashboards is crucial. Your dashboards aren’t reliable with fragmented data.
Tip: Start with an understanding of how teams need to work + capture data before
introducing dashboards, so you have an established source.
Like I’ve said before, monday.com is an incredibly powerful tool for uniting data, eliminating manual work + giving higher level insights on the state of your company. Sometimes, teams just need assistance with adoption to ensure they’re using the right tools.
Workiflow is a monday.com Platinum Partner dedicated to excellence in integration, automation, implementation and continued education. We’re your right hand man when it comes to all things monday.com.
If you’re interested in turning your chaos into workflow clarity,
please book a free 30-minute consultation below to get started. We’re excited to help
