Category: Monday.com Implementation

7 Key Advantages of monday.com for Business Efficiency: Transparency, Automation, Flexibility & Beyond

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In today’s fast-paced business environment, organizations are under constant pressure to deliver projects on time, manage resources effectively, and maintain transparency across all levels. Traditional tools often fall short, leading to silos, inefficiencies, and lack of accountability. monday.com has emerged as a Work OS that addresses these challenges head-on, enabling companies of all sizes to align people, processes, and technology. This article explores the seven key advantages of monday.com, showing why it has become a cornerstone platform for project managers, executives, and teams aiming to work smarter.

Enhanced Transparency & Real-Time Collaboration

One of monday.com’s greatest strengths lies in its ability to make work visible. Instead of endless email threads or scattered spreadsheets, teams can collaborate in real time on customizable boards that clearly show tasks, owners, and deadlines. This visibility reduces misunderstandings, ensures accountability, and fosters a culture of shared responsibility. Managers can quickly identify bottlenecks, while employees stay informed about how their work connects to the bigger picture. According to Tech.co, over 70% of users reported improved team alignment after adopting monday.com, attributing this shift to the platform’s intuitive dashboards and communication features. Built-in tools such as mentions, comments, and file sharing keep conversations tied directly to tasks, eliminating the noise and disconnection that often occur with external communication channels. By creating a single source of truth, monday.com ensures that every team member has access to the same data in real time, which directly translates into faster decision-making and more efficient collaboration.

Automation That Saves Time & Reduces Errors

Repetitive tasks consume valuable hours and are prone to human error. monday.com addresses this challenge with a powerful automation engine that allows teams to build “if-this-then-that” rules without writing a single line of code. Whether it’s sending reminders, updating statuses, or assigning tasks, automations help streamline workflows and free employees to focus on higher-value activities. For example, a marketing team can automatically assign new leads from a form submission to the right salesperson, while a project management team can receive instant notifications when deadlines are approaching. This not only reduces the administrative burden but also prevents costly mistakes. ProofHub reported that teams using automations in monday.com save an average of 15 hours per month per employee, underscoring the measurable ROI. By minimizing manual input and ensuring processes are followed consistently, organizations can scale their operations without adding unnecessary complexity.

Flexibility & Personalization at Scale

No two organizations are alike, which is why flexibility is critical in any work management system. monday.com excels in offering a high level of customization, enabling teams to adapt the platform to their exact processes rather than bending processes to fit rigid software. With over 200 ready-made templates spanning industries from marketing to construction, teams can get started quickly and then fine-tune boards to match unique workflows. Custom fields, color-coded statuses, and multiple views (Kanban, Gantt, Timeline, Table) empower teams to visualize their work in ways that best suit their needs. This flexibility extends to scaling, small startups can begin with simple boards, while enterprises can build complex, cross-departmental workflows that span hundreds of users. As organizations grow and their needs evolve, monday.com grows with them, ensuring long-term value and adaptability. This level of personalization sets monday.com apart from traditional project management tools, making it a true Work OS rather than just a task tracker.

Centralized Information & Intelligent Dashboards

Information overload is a common challenge in modern organizations. Data often resides in silos, making it difficult to form a holistic view of progress or performance. monday.com solves this by centralizing information into dashboards that consolidate data across multiple boards. Executives can access high-level overviews while team leads dive deeper into specific project metrics. Widgets such as graphs, timelines, workload charts, and budget trackers provide actionable insights at a glance. According to The Digital Project Manager, dashboards in monday.com significantly improve decision-making by presenting real-time data in a visual, intuitive format. This centralization not only reduces time wasted searching for information but also ensures accuracy, as everyone works from the same up-to-date dataset. By turning raw data into clear insights, monday.com enables leaders to manage resources more effectively, anticipate risks, and measure success against key performance indicators all within a single platform.

Seamless Integrations Across Your Tech Stack

Most organizations rely on a wide range of tools: CRM systems, communication platforms, cloud storage, marketing automation, and more. monday.com acts as a hub by offering integrations with over 50 leading applications, including Slack, Google Drive, Zoom, Microsoft Teams, and Shopify. These integrations allow teams to maintain their existing tech stack while ensuring all data flows seamlessly into monday.com. For instance, sales teams can integrate monday.com with Salesforce to keep customer data in sync, while marketing teams can connect Mailchimp campaigns to project boards for better performance tracking. The result is a unified ecosystem where tasks, communications, and analytics are connected rather than fragmented. TechRadar highlights this as one of monday.com’s most valuable features, noting that integrations reduce the friction of switching between tools and boost overall productivity. By bridging the gap between departments and systems, monday.com strengthens organizational alignment and maximizes the return on existing technology investments.

User-Friendly Interface & Support System

Adoption is often the biggest hurdle when introducing new software. monday.com overcomes this with a user-friendly, visually engaging interface that minimizes the learning curve. Its drag-and-drop functionality, color-coded elements, and intuitive navigation make it accessible even to non-technical users. This ease of use accelerates onboarding and ensures teams can start realizing value quickly. In addition, monday.com provides extensive support resources, including a knowledge base, community forums, video tutorials, and live chat support. According to Forbes, customer support is consistently rated highly by users, who appreciate the combination of self-service resources and responsive human assistance. This dual focus on usability and support makes monday.com particularly effective in organizations with diverse user groups, where technical expertise varies widely. By making work management approachable and ensuring help is always available, monday.com

Feature / Benefit

monday.com

Traditional Tools (Excel, Email, Legacy PM)

Transparency

Real-time dashboards, task ownership, shared boards

Limited visibility, siloed information

Automation

Built-in no-code recipes for repetitive tasks

Manual processes, prone to error

Flexibility & Customization

200+ templates, multiple views, scalable workflows

Rigid structures, difficult to adapt

Information Centralization

Unified dashboards, integrated reporting

Data scattered across systems

Integrations

50+ popular tools (Slack, Drive, Teams, etc.)

Minimal or manual integrations

User Experience

Color-coded, intuitive, drag-and-drop interface

Steeper learning curve, outdated UI

Scalability

Grows from SMB to Enterprise with advanced security

Limited scalability, not enterprise-ready

 

reduces resistance to change and drives higher adoption rates.

Scalability from SMB to Enterprise

Finally, monday.com is designed to scale with your organization. Small businesses can start with free or low-tier plans, while enterprises benefit from advanced security features, compliance certifications (such as GDPR and HIPAA), and dedicated account management. As teams grow, they can add users, expand workflows, and integrate advanced features without disruption. This scalability ensures that monday.com is not just a short-term solution but a long-term strategic investment. Tech.co notes that many enterprise clients choose monday.com for its balance between customization and structure, allowing them to standardize processes without stifling innovation. With performance-driven dashboards, advanced automations, and robust API access, enterprises can confidently manage complex operations. Whether you’re a startup founder managing a lean team or a global corporation coordinating thousands of employees, monday.com adapts to your scale, making it a versatile and future-proof platform.

Key Insights for Executives and Project Leaders

monday.com is more than a project management tool; it is a comprehensive Work OS that empowers organizations to achieve transparency, save time, personalize workflows, centralize information, integrate seamlessly, and scale confidently. By addressing common business challenges with intuitive design and powerful functionality, monday.com has become the go-to solution for organizations worldwide. For executives, project managers, and team leaders, the platform offers not only efficiency but also a strategic advantage in today’s competitive environment.

Why Partner with Web3D for monday.com Implementationh

While the benefits of monday.com are undeniable, unlocking its full potential requires expertise in translating business processes into digital workflows. That’s where Web3D comes in. As an experienced monday.com implementation partner, Web3D specializes in tailoring the platform to the unique needs of each organization, from initial setup and workflow design to automation, integrations, and ongoing optimization. Our team ensures that monday.com doesn’t just function as software but becomes an engine for growth, efficiency, and collaboration in your organization. By combining technical know-how with strategic insight, Web3D helps businesses maximize ROI and build a sustainable digital infrastructure. If you’re considering monday.com or looking to enhance your current setup, partnering with Web3D will give you the confidence and support to achieve measurable results.

Monday Implementation Consultant – Turning a Platform Into a Business Advantage

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Understanding the Role of a Monday Implementation Consultant

When organizations first sign up for Monday.com, they usually start with a simple board or two: tasks, deadlines, maybe some automations. But very quickly, many teams realize that this approach barely scratches the surface of what the platform can do. That’s where a Monday Implementation Consultant comes in. The consultant’s role is not just to set up a board but to translate complex business processes into streamlined digital workflows. They sit between management and the system, ensuring the platform reflects how the company truly operates. Instead of forcing employees to adapt to rigid software, a skilled consultant molds Monday.com into a custom fit tool. This process begins with discovery: interviews with executives, managers, and team leads to understand challenges, inefficiencies, and bottlenecks. From there, the consultant maps existing processes, identifies redundancies, and proposes a structure that makes sense across teams. Unlike generic project management tools, Monday.com thrives on customization—but only if it is designed correctly from the start. Without proper guidance, companies risk creating fragmented boards that don’t communicate or scale. A Monday Implementation Consultant ensures every board, automation, and dashboard is part of a bigger picture, aligned with organizational goals.

Building Effective Workflows and Automations

Once the groundwork is laid, consultants focus on designing workflows that turn routine work into automated, reliable processes. For example, a sales team may require a pipeline board connected to a CRM integration, with automated lead scoring and reminders. A marketing team might want campaign tracking boards that feed into budget dashboards, reducing time spent on manual updates. A service department can benefit from automated ticketing systems with SLA tracking, ensuring customer issues are handled on time. According to Monday.com’s own data, companies that implement automation across multiple departments save up to 20% of employee time each week (Monday.com, 2024). But automation without strategy can easily create chaos—too many notifications, conflicting rules, or redundant tasks. A Monday Implementation Consultant balances efficiency with clarity, ensuring that each automation serves a clear purpose. Beyond automation, consultants also set up dashboards for executives, making sure that KPIs such as revenue growth, response times, or project milestones are always visible. This level of visibility not only improves accountability but also empowers leadership to make data-driven decisions. The consultant’s expertise lies in configuring these tools in a way that feels intuitive to teams, reducing the learning curve and driving adoption.

Integrations Scalability and Cross Department Alignment

Most modern businesses don’t operate on a single platform—they juggle CRM systems, HR software, cloud storage, email, and specialized tools for finance or operations. Monday.com is powerful, but its real value emerges when it integrates seamlessly with the wider tech stack. A Monday Implementation Consultant manages these integrations, whether through native connectors, APIs, or tools like Make.com and Zapier. This enables data to flow automatically between systems, eliminating duplicate work and reducing errors. For instance, when a contract is signed in DocuSign, the consultant can configure an integration that creates a new client record in Monday, notifies finance, and updates the sales pipeline in real time. Scalability is another key factor. Small companies often start with a handful of boards, but as they grow, disorganized setups can lead to data silos and inefficiency. Consultants anticipate this by designing scalable structures that support expansion without the need for a complete system overhaul. They also align different departments: ensuring marketing, sales, operations, and HR don’t just have their own boards but can share data where needed. This creates a single source of truth across the organization. A survey by Forrester (2023) found that organizations using integrated work management platforms reported 15% faster project delivery and significantly reduced miscommunication between departments. These are tangible outcomes that consultants bring to the table.

Training Adoption and Long Term Optimization

Even the most elegant system will fail if teams don’t use it. That’s why a Monday Implementation Consultant’s role extends beyond setup. They provide training sessions, tailored documentation, and even short video tutorials to make adoption smooth. More importantly, they monitor usage after launch. Are employees updating their tasks? Are managers reviewing dashboards? Are automations running correctly? If adoption stalls, the consultant intervenes, adjusting workflows or simplifying processes until the system becomes second nature. This ongoing optimization separates a successful implementation from a failed one. Over time, consultants revisit the setup to refine KPIs, add new integrations, or restructure boards as business needs evolve. For instance, a company that starts by managing projects in Monday might later want to expand into HR recruitment or finance tracking. With the consultant’s guidance, the system grows alongside the business instead of holding it back. According to Gartner’s 2024 report on digital adoption, companies that invest in structured onboarding and continuous improvement achieve 35% higher ROI on their software platforms compared to those that treat implementation as a one-time project. A Monday Implementation Consultant ensures that ROI is realized—and sustained.

Connecting to Web3D’s Expertise

At Web3D, we understand that software alone does not transform businesses strategy and execution do. Our consultants combine deep knowledge of Monday.com with years of experience in business process design, project management, and digital transformation. This vision is led by our CEO, Alon Shnayderman, who has been steering Web3D since 2012 after a distinguished career as a technology officer in the IDF and advanced studies in law and business management. Under his leadership, Web3D has become a trusted partner for hospitals, municipalities, real estate firms, and technology companies, delivering solutions that merge technology with real business impact.

Alon’s strategic approach ensures that every Monday.com implementation is not just a technical setup but a business transformation project. By working directly with department heads and executives, he drives adoption strategies that align with long-term growth objectives, financial oversight, and operational efficiency. Whether it is designing workflows for healthcare organizations handling thousands of tasks daily, or integrating CRM systems for fast-growing real estate companies, Alon’s guidance ensures that implementations deliver measurable results.

Partnering with Web3D means more than adopting a tool—it means gaining the support of a leadership team that understands how to connect strategy, technology, and people. With Alon Shnayderman’s hands-on involvement and our team of expert consultants, Monday.com becomes not just software, but the backbone of your organization’s success.

Frequently Asked Questions about Monday Implementation Consultants

What does a Monday Implementation Consultant do?

A Monday Implementation Consultant helps organizations design, configure, and optimize Monday.com to fit their specific business processes. They translate challenges into workflows, automations, dashboards, and integrations that make the platform a strategic tool rather than just a task list.

Why should a company hire a Monday Implementation Consultant?

Hiring a consultant ensures that Monday.com is set up correctly from the start, avoids fragmented boards, and delivers measurable ROI. Consultants save time, improve communication across teams, and build scalable systems aligned with long-term business goals.

How can automations in Monday.com improve efficiency?

Automations can save up to 20% of employee time each week by reducing repetitive tasks, ensuring timely follow-ups, and minimizing manual work. A consultant makes sure automations are purposeful, balanced, and easy for teams to adopt.

Do Monday Implementation Consultants handle integrations?

Yes, consultants manage integrations with CRM systems, DocuSign, Google Drive, Outlook, or tools like Make.com and Zapier. These integrations create real-time data flow between platforms, eliminate duplicate work, and ensure departments share a single source of truth.

How do consultants support adoption and training?

Consultants provide workshops, tailored documentation, and follow-up support to make adoption smooth. They monitor usage after launch, adjust workflows if needed, and ensure the platform becomes second nature for teams.

What long-term benefits can organizations expect?

With proper onboarding and continuous optimization, companies can achieve up to 35% higher ROI from Monday.com. A consultant ensures the system evolves with the business, supports growth, and improves efficiency across all departments.

How to Upgrade Your Customer Management with Monday CRM – All the New Tools You Need to Know

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Introduction

Monday CRM continues to prove itself as a powerful tool for managing customer relationships, with capabilities tailored precisely to the needs of sales, marketing, and customer service teams. Over the last year, advanced features have been added that make working with it faster, smarter, and more effective thanks to visual displays, automations, artificial intelligence, and timeline‑based management. This article introduces the new features you need to know if you want to take your customer management to the next level.

1. Activity Tracker Widget – all activities in one place

A new widget brings together every interaction with your customers in one dashboard. Whether it is emails, calls, meetings, or tasks, everything is recorded and displayed in a clear and convenient format.

Why is it important?
• Allows you to see customer activity across time in one view.
• Makes work more efficient by concentrating information in one place.
• Gives the sales team a clear and up‑to‑date picture at any moment.

One smart use case: An organization that manages dozens of leads each week can filter the display by salesperson, type of activity, or date range to run more effective team meetings with real‑time data.

2. Emails & Activities Timeline column – see everything that happened and when

Why is it important?
• Presents a complete picture for each customer on a clear and accessible timeline.
• Makes it easy for new team members to get up to speed quickly.
• Prevents duplication and errors in communication with the customer.

An interesting statistic: According to monday.com, teams that use this column improve their deal‑closing time by an average of fifteen percent. A tip for smart management: Combine the column with an automation that sends a reminder if no activity has taken place for several days so that no customer is forgotten. This new column brings together every interaction with the customer in chronological order — emails sent, phone calls, assigned tasks, and notes — all in one place.

AI integration – insights, summaries, and emails at a click

Monday AI is a new module that lets you perform intelligent actions directly from the board without switching to external tools.

Key capabilities:
• Generate professional emails tailored to the subject and tone of voice.
• Summarize meetings or correspondence with a single click.
• Offer recommendations for next steps based on the progress of a deal.

Key benefits:
• Saves time and valuable resources for sales and service staff.
• Ensures consistent communication with customers.
• Improves response speed and follow‑up on open leads.

A use example: After a meeting with a customer, the salesperson can jot down a few insights and the system automatically creates a personalized email that includes a recommended action based on the content of the meeting.

How to connect everything together

When you combine the three tools — the widget, the timeline column, and the AI capabilities — you get a complete work environment that enables real‑time tracking of every customer, fast and accurate communication management, and significant improvements in sales processes and customer relationships. These tools also integrate easily with deal‑management boards, custom dashboards, and automated workflows. The result is a system that delivers efficiency, order, and better control for both small businesses and large organizations.

Investing in the management system – a real upgrade for the entire team

Whether you are a startup at the beginning of your journey or an organization with an established sales force, Monday CRM can bring about a real leap forward. This is not just a technological upgrade but a cultural change that instills principles of data‑driven work, transparency, personal responsibility, and collaboration. A smart CRM system does more than centralize information; it creates an infrastructure that allows everyone involved to work better. Salespeople know exactly where each deal stands, can generate emails with one click, and track customers without fearing missed steps. Marketing managers can analyze the effectiveness of channels and campaigns, and management receives accurate data to make decisions in real time. Using the Activity Tracker, the timeline column, and AI together creates a management system that feels natural and convenient for employees. These tools offer much more than the functionality described here; they foster a healthier, more agile, and goal‑oriented work culture. Each employee understands what is expected of them, their role in the larger context, and how they contribute to the overall picture. Another advantage: Monday allows for gradual growth. Even if you are a small organization, you can start with the basics. As your team grows and needs change, you can add layers of automations, integrations, and dashboards. Ultimately, Monday CRM is not just another management system; it is a true work tool that connects people, information, and action. Investing in it will lead to a coordinated team, faster processes, and much happier customers.

How can Web3D help you maximize your work with Monday CRM?

Switching to an advanced CRM like Monday is only the first step. The real challenges come during implementation: how do you create a work infrastructure tailored precisely to your business needs? How do you connect boards, fields, and columns to get a complete picture? How do you ensure that the sales staff actually use the system rather than keeping information in external tools? This is where Web3D comes in. They not only know how to operate Monday; they know how to build it according to your unique work methods and processes. As official partners of monday.com with over twenty‑seven years of experience in technology and marketing, they know how to turn the system into a tool that drives business and produces results.

They support their clients in three stages:
1. Accurate characterization of work processes, including needs analysis, information flows, and interfaces.
2. Setup and implementation — building boards, planning data structures, setting automations, and integrating advanced widgets.
3. Ongoing support, continuous improvement, integration of AI, and training to ensure that the system is not just present but truly working.

Unlike generic implementation approaches that ignore an organization’s specific characteristics, Web3D builds a fully customized system for each client based on their work processes, business objectives, and unique organizational traits. They connect CRM, sales processes, marketing, and digital to create a complete picture that produces proven results. If you want your CRM system to be a driving force rather than a burden, Web3D is ready to accompany you at every stage, ensuring that you work more accurately, measurably, and intelligently.

Building and managing work programs in local authorities with the help of Monday.com

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There are about two hundred and sixty local authorities in Israel as of 2025, and all of them are required to manage dozens of projects, budgets and initiatives each year under public oversight, government regulation and an expectation of transparency. The Ministry of the Interior offers a structured model for building effective work plans, but in practice the application relies on manual systems, scattered documents and spreadsheets. The Monday.com management system makes it possible for the first time to turn the principles of the public management model into a digital, measurable and collaborative process. This article explains how each stage in the official model translates into a practical tool within Monday and how local governments of all sizes can implement it efficiently while addressing the needs of both the management layer and the execution layers.

What is Monday and how do municipal authorities actually use it?

Monday is an advanced work management platform that enables public bodies to manage processes, projects, urban program development, budgets and tasks in a single workspace that is transparent, modular and accessible to all relevant parties at all levels. Its uniqueness in managing public civil systems is the ability to create a direct, continuous and efficient connection between the managerial tier and the operational tier. It is a tool that meets all requirements for coordination, supervision and initiating tasks in real time. Workers receive clear assignments with responsibility and a due date; managers can see in real time where gaps are occurring, cancel duplications and prioritize tasks based on data rather than assumptions. In addition to businesses and organizations, more and more cities and local authorities around the world in 2025 are choosing to improve civil and financial management with the help of Monday. One example is Baltimore, whose employees use Monday to manage interdepartmental services, internal approval processes and monitoring of infrastructure development projects. In Britain the system has been approved for purchase in government tenders under the G‑Cloud framework, and it is used in hundreds of public bodies. Monday meets strict information security standards such as SOC 2 and ISO 27001, making it suitable for use in sensitive bodies including government ministries, local authorities and educational institutions. In Israel it is possible to learn from the largest city how to integrate Monday. Tel Aviv has chosen Monday for managing cross‑department work processes, including everyday municipal life, infrastructure development, resident services and coordination between departments, subcontractors and external suppliers. The platform helps the management obtain an up‑to‑date and reliable overview and enables city employees to understand what is required of them at every stage in an accessible and clear way.

How do the capabilities of Monday integrate in managing a local authority?

Implementation of policy: Every mayor or council has a vision or core guidelines that define overall goals and the values that will bring them about in every work plan. The real difficulty is translating the vision into action on the ground in a way that drives programs, sets priorities and serves as the basis for broad policy. Monday implementation gives an effective response to all the challenges facing managers in a municipal authority:
• Translating general principles into actionable policy: the vision appears as a constant board that underpins the planning of programs, goals and tasks. Every action is linked to an overall objective.
• Ensuring that each department operates according to the vision: with customized boards, managers can identify projects that diverge from the desired direction and compare departments by level of implementation.
• Providing employees with a broad perspective: whether it is the supervision division, sanitation, construction or education, people who meet residents in the field understand the full picture – not only what actions are required but also what their implications are. This reduces resistance, increases involvement and allows workers to align and make decisions that serve the policy.

Real situation assessment based on data: The ability of the management to make informed decisions in a local authority depends on the quality of the data flowing from the field. In reality things are more complicated. Inspectors and field coordinators must collect and transfer information under workload and time pressure, often without consistency in formats and reporting methods, sometimes using manual tools. Managers have difficulty cross‑referencing information, identifying trends and reacting in real time, creating a recurring bottleneck. Monday offers a complete solution through situation assessment boards tailored for each department. Operational personnel enjoy a simple interface for entering information, uniform forms and automatic reminders to ensure full data completion. The management receives a visual display of all information: graphs, trends, gaps and risk points. The system allows easy analysis and cross‑checking of information, deriving insights, examining courses of action and issuing instructions for execution in real time, instead of waiting for future reports such as quarterly summaries.

Measurable goals in every municipal department: Success in managing a local authority is measured throughout the entire term, not just at the end of five years. Each budget and each new project must promote the vision and policy while setting clear, measurable and achievable goals. The challenge for the management level is to define ambitious yet realistic objectives that can be monitored and that integrate the work of all bodies within the authority. For the execution level the challenge is to understand exactly what the goal is, what their role is in achieving it and when and how it is measured. With Monday  it is possible to build dedicated templates for every goal you define, including metrics, budgets, schedules, roles and synchronization between different departments. Directors and heads of departments can view the full picture, identify duplications or gaps, handle problems raised by the field in real time, make informed prioritizations and ensure that the goals connect to the broader strategic plan of the authority. At the same time employees receive a focused display. They concentrate only on what is relevant to them in a clear and intuitive way. The departmental goals thus become more than general planning tools – they become an operational mechanism that translates each goal into measurable action in the field, with constant monitoring of status and adherence to timelines.

Transition to execution of operational tasks: In municipal management, the transition from policy to implementation depends on every employee knowing exactly what is expected, what the deadline is and who is responsible. One common failure in the implementation process is a lack of clarity in the field: verbal requests, unsynchronized documents, files or plans that are not accessible to everyone. The result is known: delays, instructions falling between the cracks, errors in time and budget management and even double and unnecessary work. Monday has all the tools to provide a precise answer at each level. For city or council workers every task is a clear item with a schedule, responsible person, status, budget and comments. For managers it is an advanced control tool that allows them to see all open tasks, set priorities, identify bottlenecks in real time and make adjustments on the fly. Contractors and external suppliers are also integrated. Whether it is gardening, sanitation, after‑school program management, infrastructure work or security, every service provider can report and be monitored within the Monday system. This includes tracking payments, service quality, response time, performance and the status of dealing with faults. Thanks to personalized views, automatic reminders and full transparency, Monday turns the work environment from confused to managed. Coordination between teams, monitoring progress and accurate execution become routine rather than a burden.

Metrics and control – analyzing, understanding and improving: Collecting metrics and reports is an inseparable part of the management process in any local authority. The real challenge is to extract practical insights from them in real time: understanding cross‑departmental trends, identifying gaps between planning and execution and using metrics to make informed decisions. On the other hand, the execution level needs daily guidance: whether targets are being met, where there are shortages and what can be improved now instead of later when it is too late to correct. Monday transforms the metrics into a living management tool rather than static reports. For the management it is possible to define KPI fields in the boards and derive custom reports and strategic dashboards. The display allows drilling down by area of activity, time range, department or responsible person and identifying trends even before a failure occurs. It is also possible to activate automatic alerts that warn of deviations from targets, delays in execution or budget overruns and enable managers to respond in real time. For workers the metrics are presented clearly and are focused only on what is relevant to them. The worker sees whether tasks are completed, whether there are gaps and what is considered success without being flooded with unnecessary information and statistics.

Annual planning cycle – turning the process into an organizational routine: One recurring difficulty is inconsistency in planning. Each year the process almost starts from scratch, without a structured foundation, without fixed timelines and without organized documentation of what was done in previous years. Department and division managers find it difficult to follow cross‑sectional progress and employees find it difficult to understand what is expected at each stage throughout the year. Monday offers a clear way to deal with this challenge: creating a fixed annual board with defined milestones. This may include data collection, planning workshops, publishing tenders for the following year, preparing for the end of contracts with suppliers, recurring events, approval of work plans, and budget and quarterly control discussions. For the management it means creating a constant management backbone – a uniform structure that repeats every year with the ability to compare between years, draw conclusions and make continuous adjustments. For employees the board makes clear at any given moment where the authority stands in the annual cycle, what is expected now and what the next stage is. Thus annual planning becomes a professional routine that produces continuous improvement, with the ability to compare between years and derive real lessons. Consistent implementation of the planning cycle in the system allows the authority not only to meet the Ministry of the Interior’s requirements but also to provide timely answers to residents and improve internal functioning over time.

Smart implementation of government policy through digital means: In 2025 all local authorities in Israel are required to streamline processes, reduce bureaucracy and implement effective work plans according to the Ministry’s framework. Many authorities find it difficult to do so because they are stuck with outdated management tools and manual processes. Monday offers a complete solution: to lead the vision into a clear work plan with tasks, goals, metrics and control in a single board that is always available to all levels. Global data show that more than eighty percent of projects in authorities and the public sector exceed tasks and budget, while only half a percent meet standards of time, budget and benefit. This means that if an authority truly wants to meet its goals it must adopt a digital tool that enables control, alerts and transparency without errors or delays. Implementing Monday.com allows local authorities to improve adherence to schedules, reduce delays and drive planning and execution based on real metrics. Every investment in smart management infrastructure is translated into tangible results in the field and improved satisfaction among both employees and residents.

How to choose a partner to implement Monday in a local authority and why it matters

The transition of a local authority to management with Monday is a decision that involves more than choosing the platform itself; it also involves choosing a partner who will accompany the organization throughout the process. The implementer is the party that adapts the system to the structure of the authority, defines the metrics, designs the boards, trains the users and, most importantly, ensures that the system serves the authority’s goals and does not remain unused technology. Web3D is an official and certified partner of Monday.com with twenty‑eight years of experience in leading digital transformation projects, system design and the implementation of smart work solutions. The company has operated over the years in a wide range of sectors – from the municipal and governmental sector, through health and education, to the security, transportation and industrial sector, with a deep understanding of organizational structures, work processes and public regulation. Web3D has unique experience working with cities, local and regional councils, municipal corporations and public bodies operating under the authority. The company has proven ability to lead cross‑departmental projects of any scope. Familiarity with the complex structure of authorities – including planning, budgeting, education, welfare, logistics, operations and human resources – allows Web3D to build a complete Monday suite with the most precise solutions connected to organizational reality at every level. The expert team includes industrial and management engineers, process consultants, information systems specialists and UX/UI experts – all with proven experience working with organizations that have multiple levels and processes. The service includes mapping the unique work processes of the authority, adapting the platform to organizational needs and a gradual implementation that includes accompaniment, training, documentation and the generation of reports for management and government ministries. In addition, Web3D complies with all standards required for working with local authorities in Israel, including accessibility standards, information security and government guidelines for digital services. The company is certified to ISO 27001 (information security management) and ISO 9001 (quality management) and applies them systematically in every project, including those involving municipalities and councils. Compliance with these standards ensures the highest level of security, quality and operational control for the local authority. The solutions implemented meet relevant regulatory requirements and provide the authority with security, compliance and convenient reporting to all government bodies. In simple terms, when implementing Monday with Web3D you not only receive a well‑managed system but also a strategic partner who understands municipal management, identifies the needs of the authority and accompanies it hand in hand in leading real operational change. The design and implementation process carried out by Web3D is aimed at the real goals of the authority, adapted to its organizational structure, creates measurable impact and relies on a deep understanding of the challenges of local government in Israel.

Questions and answers about managing work plans in local authorities with Monday

What is Monday and how does it help local authorities?
Monday is a system for managing processes, projects and goals that enables authorities to move from manual and scattered management to digital, transparent and data‑based management that aligns with the Ministry of the Interior’s framework.

How does Monday help link a municipal vision to activities on the ground?
The system makes it possible to build work boards that connect a city’s vision and policy to daily tasks. Every project, goal or task is derived from the vision, displayed clearly and measured according to the metrics that were defined.

What is the advantage of Monday compared with managing via Excel or manual documents?
Scattered spreadsheets are not updated in real time. Monday offers a central work board with reminders, synchronization between departments, customized views and advanced reports that prevent lack of coordination and double execution.

How can metrics and KPI be managed on a daily basis in Monday?
It is possible to define KPI fields in the boards, activate alerts about deviations, analyze trends and create dashboards tailored to managers. The metrics are also displayed to employees in a simple and clear way.

Does Monday meet the Ministry of the Interior’s requirements regarding planning and control?
Yes. Monday makes it possible to manage all stages of the annual planning cycle – vision, situation assessment, setting goals, execution and control – in a structure that aligns with the official model of the Ministry of the Interior.

Are there examples of authorities that already use Monday?
Yes. One prominent example is Tel Aviv, which uses Monday to manage projects, tasks and resident services between departments.

How does Monday affect the decision‑making process?
By collecting information from the field in real time, analyzing gaps and presenting data visually, management can make informed decisions faster and in a more data‑driven manner.

Why is choosing the right implementation partner important?
The success of the project depends not only on the platform but on the body that accompanies the process. The implementation partner ensures adaptation to existing processes, defines boards and metrics, trains users and leads to effective use of the system.

Why choose Web3D as the implementation partner for a local authority?
Web3D is a certified partner of Monday with twenty‑eight years of experience serving public bodies. It specializes in working with municipalities, councils and municipal corporations, meets ISO 27001 and ISO 9001 standards and fully complies with regulatory requirements.

What does the implementation process offered by Web3D include?
It includes custom mapping of municipal processes, building boards, training, ongoing accompaniment, documentation and report generation for government and management, all under professional supervision with industrial engineers and information system experts.

Monday.com vs The competition: Which system is best for managing business processes?

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What is the importance of business process management?

Business process management (BPM) is not just a corporate buzzword; it is a critical factor for growth, efficiency, and streamlining. When a business process is managed well, a company can identify bottlenecks, reduce errors, eliminate duplicate tasks, and coordinate between different departments. These improvements lead to quicker responses, better customer service, and higher profitability. In the business world every minute counts. Disorganized processes can cost an organization money and staff resources. Research shows that organizations that adopt BPM systems enjoy substantial productivity gains and lower error rates. When combined with cross‑departmental cooperation, precise task management, and real‑time reporting, the benefits are clear: businesses that embrace BPM move faster than those that do not. This is true for companies of all sizes. Small and medium‑sized businesses need flexible systems tailored to their needs just as much as large enterprises. BPM tools allow any organization to manage work accurately, consistently, and with continual improvement. Control over business processes is a competitive advantage; those who lack it risk losing control of their future.

Review of competing tools – advantages and disadvantages

To understand why monday.com is a leading solution, it is useful to look at other available systems and their strengths and weaknesses:

• SAP Workflow Management is powerful but heavy, designed mainly for large enterprises with internal IT teams. It integrates fully with ERP systems but demands significant resources for implementation, maintenance, and training.
• Kissflow focuses on simplicity and has a pleasant interface. It is ideal for simple processes but struggles with complex needs, customizations, or advanced integrations.
• Zoho Creator offers a flexible platform for developing applications and workflows. This flexibility benefits developers, but non‑technical teams may find the user experience less intuitive.
• Nintex is strong in automation but has an outdated interface and high pricing, which often deters small and mid‑sized businesses.
• ProcessMaker is open source and provides freedom and technical flexibility, but it requires deep knowledge and is mainly suited to technically skilled teams.

Below is a star rating for these tools across key factors such as ease of use, automations, customization, user interface, cost, and integrations:

System
Ease of Use
Automations
Customization
User Interface
Cost
Integrations
★★★★★
★★★★★
★★★★
★★★★★
★★★
★★★★★
SAP
★★
★★★★
★★★★
★★
★
★★★★
Kissflow
★★★★
★★★
★★
★★★★
★★★★
★★★
Zoho Creator
★★
★★★★
★★★★
★★
★★★
★★★
Nintex
★★
★★★★★
★★★
★★
★
★★★★
ProcessMaker
★
★★★
★★★★
★
★★★★
★★

This table shows that monday.com receives the highest rating for ease of use, while most competitors do not score above three stars. monday.com also has a clear advantage in automations, reporting, and dashboards. Other systems may provide value, but they often require compromises in price, flexibility, or user experience. monday.com provides a complete platform so that organizations can have everything they need without those compromises.

Why does monday.com stand out above everyone?

monday.com is not just a BPM system. It is an intelligent platform for work management that is designed for people. Unlike other systems that require lengthy implementation or intensive training, monday.com has an intuitive interface that lets anyone start working within minutes. Its core strength is flexibility: users can create customized workflows, add fields, design tables, link projects, and build dashboards that provide real‑time insights—all without writing code. Built‑in automations include automatic emails, status updates, and task reminders that reduce manual work and improve accuracy. The monday.com Marketplace offers hundreds of integrations with familiar services such as Gmail, Slack, Teams, Salesforce, and HubSpot. All of these features make monday.com a holistic tool that centralizes work in one place. For several years in a row, monday.com has topped work management rankings for user experience, customer service, and value. More than 180,000 teams around the world use it every day. Whether they are marketing, sales, operations, product, or human resource teams, all of them progress faster thanks to monday.com. Unlike other platforms that force organizations to adapt to them, monday.com adapts itself quickly and precisely to the user’s needs.

Bottom line: monday.com is the smart choice

Comparing monday.com with other alternatives shows that it is not just a good option; it is a comprehensive solution that meets all the needs of a modern organization. This platform understands how teams work in reality and unifies planning, execution, communication, and reporting in one place without the need for external applications. It is simple enough to start using right away and robust enough to grow as your organization develops. Whether you are managing projects, customer service, marketing, operations, or any other area that requires coordination between tasks and people, monday.com brings order. Its built‑in flexibility allows you to adjust the platform to any process, team, or business goal. In a rapidly changing world, having a dynamic, smart, and user‑friendly tool is essential rather than optional. Beyond the technology, monday.com fosters an organizational culture that is transparent, collaborative, and focused on goals. That may be its most important benefit. In short, monday.com is the system you will want to grow with.

What about professional implementation of monday.com?

Realizing the full potential of monday.com requires a professional and precise implementation that fits each organization’s needs, processes, and goals. Web3D specializes in smart implementations and brings experience from hundreds of successful projects in various sectors. The implementation process includes a deep analysis of existing processes, clear definition of goals, complete customization of the system for different teams, and building dashboards, forms, integrations, and automations as needed. Web3D also provides training, support, and ongoing guidance so that organizations not only implement the system but benefit from it over time. Each team receives a work environment tailored to them, which enables successful adoption. With advanced technical skills, an in‑house expert team, and a commitment to personal service, Web3D is an ideal partner for any organization that wants not only to manage tasks but to lead processes. If you are ready to take your work processes to the next level, this is the place to start.

Monday for Lawyers: When office management becomes a smart and efficient system

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In a law office every minute can influence fees, adherence to schedules, interactions with clients and sometimes even the legal outcome. A typical workday includes handling multiple cases simultaneously, coordinating between different parties, tracking hearings and deadlines, documenting actions, working with clients and suppliers and updating and storing documents and correspondence. When some information is recorded in a diary, other parts in spreadsheets, reminders in messaging apps and documents in email, it is harder to control the situation and see the full picture. In other words, the work gets done but it is scattered, not documented as it should be and wastes valuable time on internal management. Although there is a growing understanding of the need for digital tools, many offices still operate with traditional methods or rely on software that does not communicate with one another. The result is a lack of control, administrative overload and burnout, both operationally and in the quality of service to the client. This is exactly where Monday.com enters the picture: it is a system for managing work processes that allows law offices to create an orderly, clear and coordinated environment. More and more lawyers from fields including litigation, real estate, commercial law and torts are discovering how they can manage cases, clients, schedules and tasks from a single place and build simple, uniform workflows for the entire team. Monday allows you to design your office environment according to its specific needs — such as opening a new case, assigning it to a lawyer, managing the calendar, sending automatic reminders and issuing invoices. It supports daily work for both independent lawyers and offices with dozens of staff members. In addition, the system integrates with tools familiar to lawyers in Israel, including Outlook, Google Calendar, Zoom, DocuSign and dedicated legal systems and case management systems such as Legal, “Kelim Shluvim” and Net HaMishpat, so you maintain full control over every point of contact with the client and the legal system.

What makes Monday unique for law offices? Clear management, precise tracking and time savings

Although Monday was not created specifically for the legal sector, it can be adapted more precisely than most tools. Thanks to its flexible structure, any office can build boards tailored for managing cases, tasks, meetings and invoices. Lawyers, interns and office staff see exactly the status of each client, what has been done and what requires further action without searching through emails, notes or documents. In legal work, where order and precision are imperative, this is a clear advantage. One important need for lawyers is the ability to track billable hours. Monday allows organized tracking by client, case or project, including an internal timer, hours reports and custom invoices. When every minute is documented and every action recorded you can generate summary reports for any need at the click of a button. This ability reduces errors, improves transparency with the client and strengthens financial management in the office.

In addition, Monday allows implementation of simple automations such as sending notifications, reminders, status updates or opening tasks based on predefined conditions. For example, when a document is added to a particular case an update alert is sent to the responsible lawyer. Another example is setting a task for preparing a summary automatically one or two days before a court hearing. The result is less time wasted on manual tracking and more time devoted to the essence of quality legal work. Moreover, the system provides full control over everything happening in the office: who is handling what, when, what has been completed and what is still open. It reduces dependence on people’s memory or individual initiative and creates stable, precise and documented work routines, even for a young team or interns.

How does Monday integrate with existing workflows without changing the way you work?

The concern that accompanies implementing a new management system is understandable, but Monday is not intended to change the way you work; rather it is meant to improve and streamline it. It allows you to continue managing the office in the same method you know, just more smartly, accurately and under control. Instead of using many tools, manual tracking or jumping between systems, you get one work environment that unifies everything you already do today and adds a layer of management, order and automation. Monday’s approach relies on flexible adaptation to existing processes such as opening a case, assigning a lawyer, managing meetings, tracking the schedule, sending letters to clients or documenting calls. All these can remain as they are but they gain a clear framework, precise timing and shared responsibility. Many tasks that are currently performed manually, for example sending reminders for hearings, generating summaries or updating a case status, can become completely automatic through Monday’s automations.

Alongside this, the system knows how to integrate with existing tools in the office. If you work with a time‑tracking system or accounting software that has an open API, you can connect it to Monday and receive real‑time updates, activate automated processes or import data in an orderly manner. This is true as well for systems like Legal or external calendars. There is no need to abandon the tools that already work for you; instead you can make them part of a single system that presents the larger picture. All this happens without overburdening the staff, without dramatic organizational change and without an unnecessary learning curve. Monday fits exactly where it is needed: between a person and a task, between a task and a case and between a case and the management of the entire office. This gives you better control, frees up time for legal work itself and significantly reduces the operational load.

How do lawyers in different fields use Monday daily?

Implementing Monday empowers law firms across all areas of specialization to create a work environment designed not only for effective case management but also for the comprehensive management of the entire office. Whether it involves litigation, real estate or commercial law, and whether it involves collections, employee management or recruitment processes, everything is placed in a single clear and precise board. For litigation offices the system allows managing cases by stages such as filing a claim, responding, affidavits, preparation for a hearing, tracking decisions and providing ongoing client updates. Every action is documented, timed and can be allocated among the lawyers on the team. In real estate offices you can build boards for transactions that include tracking the status of the contract, coordination with authorities, land registry registration, payment management and reports to the Israel Land Authority. The system sends automatic alerts and allows documentation at each stage. In offices specializing in commercial law, contracts and ongoing advice, Monday is used to manage business clients: documenting meetings, tracking requests, receiving documents, opening recurring projects and defining a predetermined service level agreement for each client.

Monday is also suitable for managing collections and financial processes. You can build boards that combine tracking open invoices, actual payments, reminders to clients and activating collection representatives. Every action can be automated; for example a reminder notice is sent automatically after a defined number of days. Additionally it is possible to manage human resources and staff matters: onboarding new employees, recruitment processes including interviews, tests and approvals, managing vacation requests, periodic feedback conversations and even tracking a budget of hours or distributing workloads among lawyers. The process of onboarding a new client becomes clear and structured as well, from the initial call, sending an agreement, documenting the details and assigning the case to the responsible lawyer. Everything is done transparently, documented and uniform, with customized forms, clear steps and defined responsibilities.

Compliance with information security standards

Security is a prominent concern for law offices because each file contains sensitive information, communications with clients, personal documents and classified legal details. A solution is required that ensures strict protection of every piece of data. Monday.com meets the strictest international information security standards: ISO 27001, SOC 2/3 and CSA STAR. The information is encrypted both when stored (with AES 256) and during transfer (using TLS 1.2 or higher) and the system includes role‑based permissions, two‑step verification and constant monitoring of access and usage. In addition, the system enables data hosting in Europe and complies with the Israeli Privacy Protection Law.

An implementation process tailored to your needs

To ensure Monday serves your office accurately, the implementation process is built in stages that allow full customization. First there is an in‑depth mapping of processes: which types of cases you handle, how work is carried out among team members, the stages each case goes through and the interfaces with clients. Next, a technical specification document is created describing the current workflow, the goals of using the board, the required column structure, conditions for automations, types of users and necessary permissions and integration with relevant third‑party systems such as Outlook, a time‑tracking system or another legal system. Afterwards, a prototype of one board is built and launched for a small group of employees as a pilot. Only after checking and fine‑tuning the process will the boards be opened to all employees in the firm. The staff receives personal training and ongoing support over time while the system is continuously improved based on feedback from the field. This process is carried out in close cooperation with the office without dramatic changes in organizational culture and without unnecessary burden on the team. The system integrates exactly where needed — between tasks and actions and between clients and employees — so the result is precise, smart and uniform office management. Monday adapts to the office rather than the other way around.

How much time and money does switching to Monday save?

A proper implementation of Monday generates tangible benefits from the first stage. Data from Monday.com customers indicate that a correct implementation may produce a saving of approximately five to seven work hours per week per employee, depending on the scope of activity and the level of automation used. In addition, the system helps reduce errors, improve documentation processes and streamline collections and workload management. You can measure improvement through metrics such as time to close a case, response speed to the client, success rates in meeting deadlines and economic efficiency based on work hours invested versus fees collected.

How to choose a company to implement Monday professionally and accurately for you

In a law office, implementing Monday is not just installation and connection; it is a process that requires deep understanding of work processes, characterization of areas of expertise and adaptation to existing systems. Therefore it is advisable to choose a partner with proven experience in leading digital transformation processes. Web3D is an official and certified partner of Monday.com. It specializes in complex implementations both in large organizations and in small and medium offices. The company has been active in the field for over a decade, with cumulative experience of twenty‑eight years, dozens of successful projects and a professional team that includes industrial engineers, information systems professionals and consultants who know the legal world well. In addition to the specification process, Web3D offers a complete package that includes training, support and gradual implementation in different teams. The company also has a dedicated development department that creates custom integrations with external systems. In this way you can manage all your office activities from one place, without giving up your existing systems, by connecting them intelligently.

Frequently asked questions about Monday for lawyers

• What is the advantage of Monday in managing a law office? Monday allows lawyers to manage all office activities including cases, clients, tasks, schedules, collections and training. Everything converges into one system, creating order, reducing operational load and improving control, transparency and efficiency at every stage of the work.

• How does Monday integrate with existing legal software? The system supports integrations with systems commonly used in law offices, such as Legal, Tools Shluvim, Net HaMishpat, time‑tracking systems, Outlook and Google Calendar. Any system with an open API can be integrated into your Monday system so information flows intelligently between all interface points in the office.

• Does Monday meet information security requirements for lawyers in Israel? Yes. Monday meets ISO 27001, SOC 2 and CSA STAR standards, supports advanced data encryption and allows role‑based permissions. It complies with Israeli privacy protection law and offers data hosting in Europe.

• How long does implementing Monday in a law firm take? A professional implementation process usually takes between six and eight weeks. It includes mapping work processes, building customized boards, team training and a controlled pilot before full rollout and continuous use.

• Is Monday suitable for managing collections, recruitment and human resources? Definitely. Monday is also designed for supporting office processes such as tracking collections, onboarding employees, managing training, handling customer inquiries, documenting meetings and recruiting staff. Any process currently done by emails, spreadsheets or documents can be consolidated and streamlined in one system.

• How do you measure the benefit of Monday in a law office? You can measure return on investment by time saved in operations (about five to seven hours weekly per employee), improvement in documentation, reduction in errors, shortening case closure times and improved communication with clients. All these contribute directly to the firm’s bottom line.

• Who performs the implementation? It is advisable to work with an official Monday partner that has expertise in the legal field. Web3D, for example, is one of the well‑known and leading companies in Israel for implementations. With a team of industrial engineers and software developers, it accompanies the office throughout the process from initial specification to ongoing support.

Monday Dev vs Jira: Which project management system is better for developers?

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At the heart of the comparison between Monday Dev and Jira lies a fundamental question: How do development teams want to work? Jira, established by Atlassian in the early 2000s, was born as a solution for bug and backlog management for Agile teams. It provides advanced capabilities for managing sprints, tracking tasks and documenting long‑term backlogs, but it requires administrative knowledge to design the workflows. Monday Dev, on the other hand, was built as part of the Work OS of Monday.com and is aimed at users who want to set up a management infrastructure without getting entangled in complex configurations. The system lets you set up boards within minutes and add Kanban views, charts, dashboards, Workdocs and capacity planning as built‑in features. This is the first difference: Jira focuses on Agile development teams and delivers deep power to those who are willing to invest time and money in learning and customization, while Monday Dev offers an intuitive interface that can be used immediately by product managers, QA and managers across the organization. According to G2 data for 2025, Monday Dev is rated 4.7 out of 5 based on more than twelve thousand reviews, whereas Jira is rated 4.3 – a figure that illustrates how users experience friendliness versus complexity.

Built‑in functionality vs plugin ecosystem

In terms of functionality, Monday Dev offers a complete toolkit “out of the box”: management of hierarchies, roadmaps, customized dashboards, built‑in automations, Workdocs for documentation and capacity planning for future sprints. It includes more than two hundred integrations with common systems like GitHub, GitLab, Slack and Azure DevOps. Jira takes a different approach. Its core focuses on backlog and sprint management, but additional tools such as Advanced Roadmaps, Confluence (for documentation) or Jira Align (for portfolio management) are available only as paid add‑ons through the Atlassian Marketplace. On one hand this creates unlimited flexibility with more than three thousand extensions; on the other hand it increases the total cost of ownership and adds layers of management complexity. A 2025 study by TechRepublic found that medium‑sized organizations using Jira spend on average twenty to thirty percent more per year on add‑ons and support than comparable organizations that chose Monday Dev. This gap is significant when considering not only the monthly license price but the overall investment over time; Monday Dev offers an advantage to those seeking simplicity and uniformity, while Jira serves large organizations that need modularity and deep control.

Work methods and knowledge sharing: flexibility vs Agile specialization

One of the important differences between Monday Dev and Jira is support for different work methodologies. Jira excels at Agile management, particularly Scrum and Kanban, and is a standard for thousands of development teams worldwide. It provides advanced tools for managing a complex backlog, tracking velocity and generating performance reports. However, when organizations want to expand beyond pure development — for example to incorporate marketing, sales or human resources — Jira is not suitable without purchasing dedicated add‑ons or moving to complementary platforms. Monday Dev is designed to serve not only developers but also product, marketing and operations managers. It allows you to combine projects and functional areas in one interface while maintaining complete transparency. Workdocs allow writing specifications and documentation directly on the board without switching to an external system like Confluence. Another advantage is support for hybrid models: a team can choose to manage part of the project in Agile sprints and another part in a waterfall structure. For start‑ups or medium‑sized organizations this flexibility is a real implementation benefit; for large and established technology companies that already operate deeply in Agile, Jira remains the preferred solution due to the depth of control in backlog management.

Costs, support and ease of use: the hidden numbers

At first glance, Jira seems cheaper: the standard plan costs $7.53 per user, while Monday Dev starts at $9. Yet when examining the full picture, the gap disappears and even reverses. Monday Dev’s implementation includes free viewers, Workdocs, dashboards and automations in the same package — add‑ons that Jira requires purchasing separately. In addition, all Monday Dev plans include 24/7 support via chat, phone and email, whereas Jira offers full support only in premium and Enterprise tiers. Data from Cloudwards in 2025 show that organizations choosing Monday reported an average savings of eighteen percent in annual expenses on complementary tools and support. Monday Dev also stands out with an intuitive interface that can be learned quickly — a significant advantage when product and QA teams join project management. Jira, by contrast, requires a steep learning curve and sometimes formal training. Nonetheless, Jira’s broad market approach gives it an advantage in large organizations that are willing to invest in maintenance and training to enjoy the wide flexibility it offers. The choice is not purely numerical but strategic: does the organization want a system that is quick to implement and transparent, or a powerful yet complex tool for managing software at a large scale?

Concise comparison table — Monday Dev vs Jira

Criterion:
– Ease of use: Monday Dev has an intuitive interface that can be set up within minutes and is suitable for product and marketing managers, whereas Jira has a high learning curve and requires a dedicated administrator for complex configurations.
– Functionality: Monday Dev includes built‑in dashboards, Workdocs, hierarchies, capacity planning and automations. Jira’s core is limited; expansions are obtained through the Atlassian Marketplace for additional cost.
– Methodologies: Monday Dev supports Agile, waterfall and hybrid models and is suitable for cross‑organization processes. Jira focuses mainly on Agile — Scrum and Kanban — and is less suitable for additional functional areas.
– Pricing: Monday Dev costs $9 to $20 per user and includes free viewers and 24/7 support. Jira costs $7.53 to $13.53 per user, with expansions and advanced support at extra cost.
– Integrations: Monday Dev offers more than two hundred built‑in integrations and includes AI Blocks for documentation and prioritization. Jira has a market of more than three thousand extensions, many of which are paid and require maintenance.
– Customer ratings: Monday Dev is rated 4.7 out of 5 on G2 and 4.6 out of 5 on Capterra, while Jira is rated 4.3 out of 5 on G2 and 4.4 out of 5 on Capterra.

Integrations and artificial intelligence: Built‑in versus add‑on market

Integration is at the heart of a modern development environment. Jira boasts more than three thousand extensions through the Atlassian Marketplace, including connections to DevOps tools, automation, analytics and dashboards. The advantage is clear: almost any specific need can be covered with an add‑on. The drawback is cumulative costs and dependency on third‑party vendors. Monday Dev offers a different approach: more than two hundred integrations are built in by default, including GitHub, GitLab, Bitbucket, Slack and Azure DevOps, along with “AI Blocks” — modules of artificial intelligence that create requirement summaries, prioritize bugs and plan sprints. This means the capabilities are available from the very beginning, with no additional installations. For small and medium teams, this provides a smooth experience that allows them to focus on the product rather than on tool maintenance. Large and complex development teams may prefer Jira’s market flexibility, especially when deep customization or integration with unique DevOps tools is required.

Migration and scaling: migrating to Monday Dev and adapting to enterprise organizations

A major question for product managers and CTOs considering a move from Jira to Monday Dev is not only what the theoretical advantages of the platform are, but what the practical implications of the transition are. Jira is a veteran system that has accompanied organizations for more than two decades, meaning it often contains vast amounts of data: historical tasks, complex backlogs, users with various permissions and customized integrations. The main fear is losing information or disrupting the workflow. Monday Dev offers dedicated solutions for migration: full CSV imports, direct API connections to Jira that allow real‑time data synchronization, and third‑party tools such as ZigiOps or Workato that allow projects to be transferred without interrupting the daily work of the team. Monday also provides close support in the migration process, with Customer Success teams accompanying the transition of medium and large companies.
Beyond this, the issue of scalability must be considered. Jira is regarded as a clear enterprise tool and is used by teams of hundreds or even thousands of developers simultaneously. Monday Dev, launched later, has invested heavily in recent years to expand its capabilities for large‑scale use. These include advanced field‑level permissions, compliance with international standards such as SOC 2 and GDPR, and a cloud infrastructure that allows thousands of users to be managed simultaneously across departments. Nonetheless, Jira still enjoys an established reputation in this area, mainly due to its long experience with large enterprise customers. Monday Dev, for its part, highlights examples of Fortune 500 companies that have already migrated to it and emphasizes that the platform was built not only for start‑ups but also for organizations with complex structures and strict regulatory requirements. Ultimately, for those considering migration, the recommendation is to view it as a project in itself: define in advance which data must be transferred, which integrations cannot be broken and which organizational benefits are expected to be achieved. Monday Dev offers a clear advantage in transparency and simplicity even in large organizations, but it is important to understand that the transition requires organized planning and coordination between IT, development and operations teams. For companies that are willing to invest in preparation, it can make daily management more effective, with a proven return on investment over time.

Community and ecosystem: experience versus accessibility

Moving to technological tools is not only about features but also about the ecosystem around them. Jira benefits from almost two decades in the market with a huge global community that includes thousands of forums, video tutorials, technical blogs and add‑ons created by third parties. This means that almost any problem has a ready‑made solution, whether it is a script for managing complex sprints, a reporting plug‑in or a detailed guide on how to implement a new methodology. This advantage is significant especially for large organizations, as there is a huge repository of accumulated knowledge that shortens learning and support processes. Monday Dev, being a younger platform, does not yet enjoy the same wide global community. Instead of relying on a community to provide solutions, it offers a structured knowledge center, user‑friendly documentation, Customer Success teams that accompany the implementation and interactive guides within the system itself. In addition, Monday invests in building a growing community through user groups, professional meetups and an online Academy. The result is that Jira provides a sea of resources but requires filtering and knowledge to use them effectively, while Monday Dev offers more targeted support from within the platform. For those who prefer to rely on a long‑standing community, Jira is the safe choice; for those who prefer a structured and clear learning experience, Monday Dev offers a fresh and easy‑to‑digest answer.

What is the next step?

The choice between Jira and Monday Dev is not merely technical; it is strategic. If your organization lives and breathes Agile, with large development teams and the ability to maintain a dedicated administrator and advanced add‑ons, Jira is a powerful tool that continues to prove itself. If, however, you are looking for a system that can be deployed quickly and serves not only development but also marketing, sales and operations with full transparency and 24/7 support, Monday Dev is a mature and relevant alternative. The next step is to examine not only the license price but the total cost of ownership and organizational culture. Ask yourselves whether you need endless flexibility and are ready to manage it, or whether you want one system that will work for you from day one.

Smart Financial Management with Monday.com

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Managing finances efficiently is crucial for any business, and in today’s fast-paced environment, traditional methods are no longer sufficient. With Monday.com, businesses can streamline and optimize their financial management processes, ensuring that tasks are organized, budgets are tracked, and teams are aligned. In this guide, we’ll explore how Monday.com can be used for smarter financial management and the key benefits it offers.

Centralized Financial Tracking

Monday.com allows you to create a centralized hub for all your financial data. Whether you’re tracking expenses, monitoring revenue, or managing invoices, the platform provides a single location for financial transparency. This reduces the need for multiple tools or spreadsheets and ensures that your team has access to up-to-date information in real time.

Customizable Financial Dashboards

With Monday.com, you can create customizable dashboards that provide an overview of your financial health. Visualize key metrics like cash flow, budget status, and outstanding payments with easy-to-read charts and graphs. These dashboards can be shared with team members or stakeholders to keep everyone informed of the financial situation at a glance.

Automated Budget Management

Manually tracking budgets can be time-consuming and prone to errors. Monday.com’s automation features allow you to set up workflows that automatically update budget allocations as expenses are logged. You can also set triggers that alert you when a budget limit is approached, ensuring that your team stays within financial boundaries and avoids overspending.

Efficient Invoice and Payment Management

Managing invoices and payments can be complex, but Monday.com simplifies this process. You can track when invoices are sent, monitor payment statuses, and set reminders for overdue payments. This level of organization ensures that no payments are missed, and that cash flow remains steady.

Team Collaboration on Financial Tasks

Financial management often requires collaboration across different departments. Monday.com makes it easy for teams to work together on financial tasks, whether it’s approving budgets, tracking project costs, or updating financial reports. The platform’s communication tools allow teams to comment, share updates, and attach relevant files, keeping everything in one place.

Real-Time Reporting

One of the biggest advantages of using Monday.com for financial management is the ability to generate real-time reports. Whether you need to review monthly expenses or analyze annual revenue, Monday.com provides customizable reporting features that allow you to filter, sort, and present data in various formats. Real-time reporting ensures that decision-makers always have the most current financial data at their fingertips.

Integration with Financial Tools

Monday.com integrates seamlessly with popular financial tools such as QuickBooks, Xero, and Stripe, allowing for smooth data synchronization. By connecting your financial tools to Monday.com, you can automate data transfers, reduce manual entry, and ensure accuracy across all platforms.

Security and Compliance

When managing sensitive financial information, security is paramount. Monday.com provides robust security features such as encryption, two-factor authentication, and user permissions to ensure that your financial data is protected. Additionally, the platform complies with global standards for data privacy and security, giving you peace of mind.

Conclusion

Monday.com is more than just a project management tool—it’s a comprehensive platform that can revolutionize how your business handles financial management. By centralizing financial data, automating processes, and fostering collaboration, Monday.com helps businesses stay organized, reduce errors, and make informed financial decisions. If you’re looking for a smarter way to manage your finances, Monday.com offers the flexibility and functionality you need to succeed.

Smart Customer Relationship Management (CRM) with Monday.com: A Guide to Managing and Upgrading Your Client Relationships

Posted on by Web3D_2017_webmaster

Customer relationship management is a critical component for any company looking to strengthen its communication with clients and improve service experience. The Monday.com platform offers intelligent and efficient tools for managing these relationships, allowing companies to tailor the system to their evolving needs. The ability to track every customer interaction in real-time helps not only to maintain accurate records but also to respond quickly.

Monday.com’s intuitive interface makes it easy for teams to understand and analyze data, leading to more informed decisions and more efficient use of time and resources. This enables companies to improve interactions with customers and increase overall satisfaction. The platform’s adaptability to different company needs makes it a powerful tool for enhancing operational efficiency. Monday.com offers options for setting up customized work boards, workflows, and automations tailored to the specific needs of each project or department. This ensures that companies maximize the platform’s capabilities, increase productivity, and improve overall business performance. The result is increased efficiency across all organizational levels, with faster and more precise decision-making.

Key Advantages of Monday Sales CRM

Complete Customization: Companies can tailor the interface according to their needs with different types of columns and data.

Advanced Automations: Save manual work and free up time to build relationships and focus on sales.

Visual Data Representation: Real-time reporting and analytics through built-in dashboards and widgets help generate deep, meaningful insights. Visualization tools include Kanban views, timelines, Gantt charts, and resource planning.

Low-Code/No-Code Platform: Even users without technical expertise can intuitively design their own workflows and processes in a visual manner.

Sales Operations: Plan and accelerate the sales recruitment process, equipping the sales team with the tools and resources needed to close more deals. These tools streamline the various stages of managing sales, from the initial lead generation to post-sales follow-ups, ensuring a smooth and efficient workflow throughout the entire sales process.

Sales Management with Monday.com

Task and Process Automation

Our Monday.com implementation includes task and process automation, allowing teams to focus on high-value tasks rather than routine ones. Automations enable the setup of workflows, such as sending messages, scheduling updates, and providing status updates without human intervention. For example, the system can be configured to send a meeting reminder to a client or notify the team about a deal closure. These processes ensure more efficient time management, minimize errors and delays, and improve the overall quality of service and data availability.

 

Integration with Other Platforms

Monday.com’s integration with other software allows companies to continue using tools they’re already familiar with while incorporating them into the CRM platform. For example, if a company uses Google Workspace or Microsoft Teams, the integration with Monday.com ensures smooth data flow between the tools, keeping data up-to-date and accessible to the entire team. This enhances communication across departments and ensures that all actions are aligned with the shared goals. Another example is the integration with advertising platforms like Facebook and Google Ads, which allows companies to use data collected in the CRM to create more targeted and effective campaigns. This full synchronization between marketing data and business objectives ensures real-time information availability to all team members, enriching analysis and decision-making capabilities in today’s competitive environment.

 

Data Segmentation via Smart Dashboards

The dashboards in Monday.com provide an immediate and accurate view of deal progress, sales figures, and team performance. Use cases include sales forecasting, where deal value and likelihood of closure are tracked, and team activity tracking, including calls and meetings, allowing for planning and adjustment according to goals.

 

Here are a few examples of useful dashboards in a CRM system like Monday.com:

Sales Pipeline Dashboard: Displays all leads at various stages, such as new leads, in the process of scheduling a meeting, or after receiving a price quote. This dashboard allows managers to visually track progress and allocate resources accordingly.

Sales Forecasting Dashboard: Provides an analysis of expected deal values compared to actual sales, with filtering options by month, sales representative, and more.

Team Activity Dashboard: Centralizes team activities like calls and meetings, allowing managers to understand team capacity and plan ahead according to performance.

Team Goals Dashboard: Manages and displays the achievement of employee goals, with data on successes and goal attainment by individual employees, teams, or departments.

Tracking Customer Communications in One Place

Monday.com offers robust tools for centralizing and tracking all customer communication. Integration with email platforms like Gmail and Outlook allows syncing of outgoing and incoming emails, including automatic recording of every action and notifications of customer responses. Additionally, the platform provides advanced tools for drafting emails with visual editing and customizable templates, as well as sending mass emails to save time and improve efficiency.

 

Access Your CRM Anytime, Anywhere

The implementation of Monday.com’s CRM system allows easy and immediate access to CRM from anywhere, at any time. This feature enables managers and sales teams to stay connected and up-to-date in real-time. Features like automatic call logging, contact management, and the ability to send emails from mobile devices allow deals to be closed quickly and efficiently, while maintaining smooth and professional communication with customers.

 

What Does the Monday CRM Implementation Process Include?

The implementation process for Monday.com’s CRM system includes key steps that ensure precise customization to the needs of any organization, taking into account the unique characteristics of each industry:

Understanding the Organization and Its Needs: We begin with an in-depth analysis of the organizational structure and the specific functional and technological needs of each company.

Defining Solutions and Customizations: We create a tailored solution that includes developing automations and customized tools, such as dashboards that provide real-time insights into sales and marketing progress.

Implementation and Training: We carry out the system implementation and train relevant teams to work effectively with the new tools.

Ongoing Support and Improvements: We provide continuous support and collect feedback to further improve and tailor the solution to the organization’s needs.

 

Monday.com CRM Implementation Service by Web3D

Web3D’s implementation service provides custom-tailored CRM solutions using the Monday.com platform for companies and organizations. With each implementation, we bring years of experience, a deep understanding of development and technology, and expertise in system management. This combination allows us to skillfully customize the platform to meet specific needs, with a focus on creating dashboards and automations. Our detailed analysis of department-specific requirements and professional staff training ensures that Monday.com is precisely configured to meet your customer relationship management needs.

Monday Sales Management: Tools and Advantages to Upgrade Your Sales System

Posted on by Web3D_2017_webmaster

Managing a sales operation is one of the central challenges organizations face, especially in a competitive environment where every sales opportunity can be a decisive factor. With increasing complexity in business processes and customer expectations, organizations need to tackle challenges like efficiently managing leads, tracking deals at various stages, and improving internal communication between sales teams and other departments. The ability to meet business goals and achieve results on the ground largely depends on sales management systems that enable the organization to operate in an organized, transparent, and flexible manner.

This is where the Monday platform comes into play, offering a variety of advanced tools specifically designed for sales management, with a focus on process automation, lead and deal management, and boosting sales team productivity. Monday allows organizations to tailor the system to their unique needs and make adjustments to ensure the platform serves the specific goals of each sales department. Additionally, the platform provides advanced analytics and real-time reporting tools, helping managers make informed decisions and quickly respond to market changes.

Using Monday enables sales managers to maintain full control over internal and external processes, increase efficiency, and achieve business objectives in a faster and more effective manner.

Customized Customer Relationship Management (CRM)

Monday offers a flexible CRM system that can be fully customized to meet the specific needs of any organization. With this system, you can track every customer interaction, manage all stages of the sales process, and maintain continuous contact with customers throughout the sales journey. The ability to maintain a complete record of account information and activities allows for organized and effective customer relationship management, covering all aspects of communication and interactions.

Enhancing Sales Team Efficiency and Productivity

Monday’s platform allows organizations to streamline sales processes through advanced automations and ready-made templates. Ideas or meeting outcomes can be turned into actionable tasks within seconds, ensuring that deals progress without interruption. Automations allow leads to be assigned to sales representatives, reminders to be set for upcoming activities, and notifications to be received when a lead opens an email—ensuring a smooth and efficient sales process.

Lead and Deal Management

Monday offers advanced lead management tools that allow leads to be collected from any source, consolidated in one place, and even ranked based on customized criteria. The platform enables the customization of the sales pipeline, tracks all customer interactions, and transitions deals between stages in a simple and user-friendly way. Additionally, it’s easy to track target achievements with deal management tools, ensuring that the team remains focused on the organization’s goals.

Centralized Communication and Email Management

Integration with email systems is an integral part of Monday’s platform, allowing all customer communication to be managed in one centralized place. Every sent email is automatically recorded in the system, enabling seamless and organized tracking of all interactions. Additionally, using customized email templates saves time and provides confidence that every email sent precisely addresses the customer’s needs.

Even in Field Sales: Manage on the Go with the Mobile App

Thanks to the Monday mobile app, sales representatives can manage and update the sales process even when they’re in the field. The app includes features like automatic call logging, checking report statuses, and easily adding new activities. This ensures that all team members stay connected to the system at all times, from anywhere, and guarantees that sales operations continue smoothly and efficiently.

Sales Process Automation

Monday allows automation of various sales processes to save time and reduce manual work. Automations can be set to assign leads to sales representatives, set reminders for upcoming activities, and send notifications when a lead opens an email. Automations help close more deals by reducing the need for repetitive manual tasks.

Custom Formulas and Advanced Analysis

One of Monday’s advanced tools is the ability to create customized formulas for advanced data analysis. Even non-expert users can use this tool to create tailored reports as needed, enabling data-driven sales management and providing key insights to improve performance.

Support for Content Creation and Summaries

Monday enables the creation of focused content for every stage of the sales process, as well as summaries of calls and meetings. With the content creation tools, you can generate high-quality, precise content that accompanies the sales process and adds value to every customer interaction.

Post-Sales Management

Monday also offers tools for managing post-sales activities, allowing you to track client projects, payment collections, and more—all in one place. This capability ensures that the organization stays updated and ensures all aspects of customer service are handled thoroughly and systematically.

Monday Implementation and Customization Services at Web3D

To ensure that Monday’s implementation in your organization is smooth and realizes the system’s full potential, it’s important to perform a professional analysis and customization by experts. Web3D offers comprehensive services for the analysis and implementation of the Monday system, tailored to your organization’s needs. Our team of experts is deeply familiar with the Monday platform and is skilled in all of its capabilities and features. The team will conduct an in-depth analysis of your organization’s existing work processes, make necessary adjustments to the system, and build customized templates, ensuring process automation and the creation of dashboards tailored to your specific needs. In addition, we offer full support during the implementation process to ensure that your teams, including salespeople, receive all the tools and training needed to make optimal use of the system.

With Web3D’s services, you can be assured that Monday’s implementation in your organization will be professional, fast, and efficient, while maintaining the highest level of support and service.

How to Start Using Monday for Sales Management

Getting started with Monday’s sales management system is a simple, convenient, and organized process. The first step is to sign up on the platform’s website and create an account. Once the account is created, it’s recommended to begin by building custom templates that suit your organization’s needs. Monday offers tutorials and support for new users, including detailed guides and video tutorials that teach users how to create custom views, set up basic automations, and implement sales processes.

Additionally, you can take advantage of Web3D’s analysis and implementation services to ensure that the system is precisely tailored to your unique needs and receive technical support at every stage of the implementation process. With Monday’s advanced tools and the close support of Web3D, you can smoothly start using the system and enjoy significant optimization of sales management processes within your organization.

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