Integrated KPI Dashboard enhancing data-driven decision-making process
Certified Monday.com & Integromat Freelancer
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.
“Businesses with well-defined processes and great software run smoothly, grow quickly, and are FUN to work for.”
Tim Little, SoftwareSupp Freelancer
Track Education program, eligibility, signup and enrollment for hundreds of stores and thousands of potential students.
Provide inter-company workspace to manage store and student contacts and workflows.
The client needed an expert to set up a streamlined system from the beginning. Since there were dozens of individuals involved, multiple companies and thousands of data points it was crucial to get the right system setup from the beginning. The client utilized an expert in Monday.com to ensure the foundation of the system was setup correctly, and to add small customizations, robust integrations and excellent product / system support and training for all their users
Business Process Analysis, Monday.com Board & Automations setup, Integromat Integrations, API Integrations, Requirement Definition & Refinement, Google Sheets Integrations & Automations
This project was an amazing use-case for monday.com in setting up robust marketing programs that can be duplicated to multiple divisions within a single company.
The challenge of so many data-points, multiple legal entities, data-collection & workflow tracking was handled excellently by monday.com features and capabilities.
The need to collect student data from hundreds of contacts was handled through google sheets and automatically syncd to monday.com This saved dozens of hours of duplicate data entry and proved to be a robust and effective way to get student data into the system.
2 week turnaround for first program
4 week iterative improvement
Manage sales efforts
Automated Emails with dynamic customer information
Automated spreadsheet creation for third-party data entry
Automated integration between spreadsheets and monday.com contacts
Manage company contacts
Integration with Hubspot
KPI Reporting across Divisions, Regions and Sales Reps
List of expert’s tasks done for the project to complete and information about software/integration
Upload the store list
Building the Store Engagement Dashboard (as per the outline in the attached document-Dashboard 1)
Build the Traineeship Dashboard (link to stores)
Automatically Create Google Sheets for each store staff
KPI Dashboards Round 1
Provide Sigma & Gateway reps access to relevant boards / reports
Formula for assigning dollar values based on hourly rate
Webform Integration to update Store info on submit
Hubspot & Monday ongoing store sync for Stores
Automated Email from Sigma Contact Status
Integromat Scenario to watch All Google sheets and update Monday.com
Checksum for email sending (set status to email sent when it is sent)
Traineeship Automation Updates
VHDHR Dashboard in for company/traineeships
West End Wholelife store didn't mark as 'ready for call'
Some automated emails not sent when sigma contact status updated to 'Contacted-Proceeding'
Webform submissions marking stores as 'Contacted-Proceeding' - should mark as 'Ready For Call'
Update Web form submission to match database with leading '0'
Add 'ACCOUNT ID' from spreadsheet to monday and webform integration
Sync Hubspot changes to Monday.com For Store/company updates
Update Store Spreadsheets to add 'Job Title' column
Modify Spreadsheet link to go straight to google sheets
Update Email Address Sync to Hubspot for stores
Date Last Contacted
Hubspot & Monday ongoing sync for Traineeship Board
Created a dashboard for 2 different companies to reach out to their prospective customer list of 500+ stores. Set up ongoing integration to collect and store employee information in a central location for all of the 500 stores. Built live financial and contact KPI reporting dashboards. Set up integration between Hubspo, monday.com and google sheets.
Central database for managing contact/reach out efforts for prospective customers
Removed duplicate data entry for employee contact information
Established a template approach to enable future similar sales programs and efforts.
Dozens of hours saved from automated emails, integrations and centralized database.
Over 500 Company reach outs handled
Thousands of Student information gathered and synced to training & signup programs
Cross Company Collaboration
5 programs managed within monday.com across 5 different large clients
Enabled sales program worth millions of dollars of potential revenue and subsidies.
KPI Reporting across each program and region including: Number of Stores, Number of contacts, Number of Students, Potential Revenue charts
Reports for each program broken down by various metrics: location, store, Category etc.
Certified Monday.com & Integromat Freelancer
Complete challenging projects, hire the best to your team.
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In this episode of SoftwareSupp Talks, we spoke with backend developer Dawid Krawczyk. Using one of his projects as an example, David walked through his typical work process, what difficulties he faced, shared his views on remote work and much more!