Onboarding for monday.com

Synerity's onboarding service is designed to help your organization quickly get started with your first workflows in monday.com's work management platform. With guidance from Synerity's experts, your organization will learn how to easily build and customize workflows. Through close collaboration, we ensure the team has an understanding of your goals, identify bottlenecks and challenges for your organization or team, and together design and implement your workflows in monday.com. This package is the perfect solution for organizations looking for a quick and professional onboarding with support from a certified Swedish monday.com partner.

Objectives of the service:

  • Getting started quickly with the use of monday.com.

  • Identify the processes and solutions with the greatest potential for your organization, and implement a basic workflow to support them.

  • Create a basic understanding of monday.com's capabilities and opportunities, and create the best conditions for your organization to succeed with monday.com.

Benefits and advantages of our onboarding services:

✔ Expert advice
Synerity's experts train, answer questions and guide you efficiently through monday.com's platform, so you can best work and grow.

✔ Fast results
Our configuration specialists work with your team to quickly understand your challenges and help you create your workflow.

✔ Go-live assistance
We support you before, during and after your Go-live with your first workflow, to pave the way for a successful implementation.

Scope and form:

Initiation/Discovery (1-2 workshops remote or on-site)
During this phase, our expert works closely with your team. This collaboration aims not only to understand the unique challenges your organization faces but also to find the most appropriate applications for your workflow. This approach aims to create an effective and instructive implementation of monday.com in your business based on your specific needs and goals.

The basics of monday.com & training (2-3 workshops remote or on-site)
Here we delve into the basic features of monday.com, giving you an understanding of its functionality and potential applications within your organization. Our experts will guide you through the system and show you system administration, user management, workflow configuration and process automation. By getting a good understanding of these features, you will be well prepared for the next phase, when we will build your first workflow/process.

Workflow and automation configuration (2-4 workshops + follow-up session remote or on-site)
Now that we have created a basic understanding of monday.com and an identified use case that we want to realize, Synerity's dedicated expert will work closely with you to configure and optimize the workflow. With Synerity's help, you will be equipped with the knowledge of configuration options to then move forward and scale monday.com in your team or organization, with enhanced workflows, automations, integrations and custom configuration.

Our offer:

 

Team: One or more experts will lead the service delivery, with a team or representative from your organization working closely together during the mission.

Price & scope: 20 000: -, which in total includes about 2-3 days of consultancy, planned and executed according to a schedule that suits you.

Order & further info: Contact your representative from Synerity or visit us at www.synerity.se

 
 
 
 
 

We are happy to talk more about how we can help you with onboarding and implementation.

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Training for monday.com

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Onboarding for Zendesk