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Monday.com Migration & Optimisation for our Operations

Published on the July 16, 2025 in Admin Support

About this project

Open

This project aims to migrate our company’s current Monday.com Work Management setup to the North America-managed Monday CRM account. The transition will be used as a strategic opportunity to review, simplify, and standardise the existing workspaces, improve internal workflows through automation, and centralise all operational data under one cohesive and scalable system. The restructured platform will support better collaboration, tracking, and reporting across departments.

Project overview

Our company currently uses multiple workspaces on Monday.com to manage leads, school set-ups, onboarding, event planning, and marketing. While the platform has served its purpose well, the current structure has grown organically, resulting in fragmented boards, overlapping tasks, and limited cross-functional visibility. The North America team has adopted Monday CRM, offering a more robust and scalable environment. Migrating to their account allows us to align with global operations while using the transition as a catalyst to: Simplify and consolidate boards Establish standardised folders and templates Implement automation to reduce manual workload Improve visibility and accountability across departments Integrate CRM-style tools for franchisee and lead management Enable data centralisation for better reporting and decision-making This project is an essential step in improving operational efficiency, ensuring scalability as the region grows, and aligning more closely with global systems and processes.

Category Admin Support
Subcategory Other
Project size Medium
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed

Admin Assistant Microsoft Excel Transcription Project Management Qa Automation

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