Building a Central Operations Database and Dashboard with Monday

Project: Building a Central Operations Database and Dashboard to track, visualize and report on Sales, Support, & Schedules for over 50 Contractors and Employees.

The goal of the project: Utilize Monday.com as the central operations hub for Santa’s Club

• Consolidating and Integrating data from multiple systems into a central hub.
• Formalized process for onboarding employees, managing product delivery & support. 
• Client was initially using dozens of excel spreadsheets to manage their processes and we worked together to track all data through Monday.com, Acuity Scheduling & ZenDesk. 

I'm an expert in Monday.com, Integromat and Systems Analysis with 6 years experience. I have extensive experience designing and building automated systems, workflows, automations and integrations. I have executed dozens of automated workflows for small and medium sized businesses. Tim Little, SoftwareSupp Freelancer

Project overview

Company: SantasClub

Time: 16 hours

Scope:

• Integrations from Zendesk and Acuity Scheduling into monday.com
• KPI Dashboard to report on key metrics of business operations
• Onboarding Dashboard and database for bringing ing new employees
• Product Delivery
  

Skills used/required

No Code Integrations, Monday.com Automations & Integrations, API Integrations, Business Process Definition, Workflow Diagramming, Project Management. ‍

Great experience working with a great client! They had a great start to the management of their operations which was a great prep for automating their workflows. It was a great challenge working with a couple of new systems alongside Monday.com which I have extensive experience in.

Project details

• Streamline scheduling & capacity process
• Update Santa Capacity board with actuals from spreadsheet
• Working session to test added scenarios
• Link Schedule to capacity
• Explore using the acuity schedule / calendars to determine utilization
• Pull Keepsake files from sessions into monday.com - Utilization
• Create a board to manage personalized Messages
• Revisit Santa rating score / data collection
• Create a board for 'complete' package

• KPI Dashboard Round 2
• KPI Santa Schedule Reports
• Number for Sessions Per Day & Year
• Pie Chart of products Per Day & Year
• Pie Chart of Coupon Codes Per Day & Year
• Add Customer Survey Data to KPI board
• Test Acuity sync for Schedule, reschedule, change, cancel
• Fix 'Reschedule' status
• Add Client contact info to Santa utilization

Summary

A Central Operations Database and Dashboard that; tracks, visualizes and reports; Sales, Support, & Schedules for over 50 Contractors and Employees.

Saved significant time managing business operations dozens of hours a week. 

Provided Key Business insights into their business, sales, operations & Product Delivery Improvement.

For the future it will be important to focus on providing Value to the client. What are the tasks & deliverables that will create the most value, (save time, make them money, etc…).