Episode #11 – Building highly effective teams with Ophir Penso the Global Director of Channel Partnerships at Monday.com

The modern workplace is filled with tools meant to make life easier: Email. Google Drive. CRMs. Excel. SCMs. Slack. Google Docs. Mailchimp.

The list goes on endlessly, and each platform — though usually helpful in some way — presents a new learning curve and another tab to get lost in the fray with the thirteen you’ve already got open. And, despite all of the tools at your disposal performing their individual task quite well, there’s quite a bit of manual back-and-forth that goes on.

Most platforms are a bit of a one-trick pony, with no real connection between them. As the user, there’s still a lot of legwork to be done after each application has served its purpose, even if it’s as simple as emailing a teammate to move the project along. There’s got to be a better way to work effectively as a team, right?

Enter Monday.com, a super flexible platform that helps teams manage their work. That may sound like an oversimplification, but it’s a broad statement because Monday really is a workhorse that can do it all.

At a fundamental level, Monday gets rid of multiple tools, spreadsheets, and platforms and puts them all in one neat, easy-to-use place.

But here’s the kicker:

The platform is built up of boards, which can function as a multitude of things: a task board, a roadmap, a sales pipeline, a budget, and really anything else you can think of.

While it does sound nice to have everything in one place, the real beauty of Monday is that it allows its users to build automations and workflows within these boards. Workflows and processes are created entirely within Monday that used to take a multitude of softwares to accomplish, and the user doesn’t have to lift a finger. The processes are also easily trackable, and provide companies with valuable data.

Our guest on this week’s podcast, Ophir Penso, gave the example of how Monday replaces a traditional CRM and also serves as the next step in the process. With a traditional CRM, a specific need is met; the sales cycle is handled, but after it ends — then what? With Monday, the next process is also created. The platform has a strong, flexible infrastructure that can then take that sales data and automatically activate the supply chain processes, notifying team members on the way.

And that’s just one tiny example. The flexibility and modular nature of Monday is what truly makes it neat and a pleasure to use. Companies can create and connect a couple of boards. Over time, these connections turn into entire workflows, and those workflows function as fully custom applications.

There are some huge benefits to this system, hugely decreased email traffic being just one. It’s easy to use, and because people feel comfortable in the software, it also promotes bottom-up ideas and empowers employees to take the platform and design it to best fit what they’re using it for.

Typically, it’s one small division at a company that starts using Monday for a few small tasks. But once it’s there, other departments take notice, and the software essentially goes viral within the company. Here at ERC, we experienced something very similar, with great ideas about how to use Monday being excitedly tossed around not long after its introduction from all over the company.

In another example Ophir gave, an HR department started using Monday to track and plan office gatherings, meetings, parties, and other events. In no time, the marketing department was checking out the software, thinking of ways it could be implemented to help their workflow, and shortly after, it was being used companywide.

That’s another upside of Monday: Companies can start with a very basic plan, and the platform simply grows with them as they design more uses for it. It’s a bit like using an iPhone, Ophir noted: As the system evolves, you can add more and more apps and layers. It can be used in a simple way, but over time, it can develop into something more robust and complex that really serves the business and acts as the backbone of their operations and processes.

Streamlining your company’s digital presence has also become increasingly important during COVID, with Monday themselves transitioning from almost 100% office-based to now 100% remote during the pandemic. You guessed it — their own platform has kept things running smoothly with email traffic at an all-time low, despite employees spread across Australia, Israel, Brazil, North America, and more.

You can probably tell we’re quite excited about this platform, but it’s for good reason. Monday is the quintessential example of what this podcast is about: Decreasing waste and increasing productivity. We’ve used it ourselves, it’s worked like a charm, and we think it’s a truly interesting platform with nearly endless possibilities. That’s ultimately what makes it so cool — while it’s a system that can be used to help manage creative projects, it’s quite a creative product in and of itself.

If you’d like to learn more about the platform, head to Monday.com. It’s a fun website to poke around on, and it’s quite fun to see the many creative ways that companies have integrated this neat platform into their daily business operations.

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