Monday.com Audit & Optimization
A Monday.com account audit: board sprawl, broken automations, messy permissions and dashboards nobody trusts, turned into a short fix list.
Outcomes you can expect.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
- Step 0101
Access & interviews
Read access to the account and short calls with the people who use it.
- Step 0202
Review
Data, automation, access, reporting and integrations checked.
- Step 0303
Findings
A prioritized list of issues, with impact and effort for each.
- Step 0404
Walkthrough
We walk you through the findings and agree what to fix first.
Built on real engagements.
Inside our Monday.com Audit & Optimization work.
Board sprawl
Duplicate and abandoned boards found, with a plan to merge or archive them.
Automation review
Which automations run, which fail, and how close you are to your plan's limits.
Permissions
Who can see and edit what, checked against who should.
Dashboards
Key dashboards checked for missing boards and wrong filters.
Integrations
Every connected app listed with its owner and whether it still works.
Seats and plan
Seat use and plan features checked against what you pay for.
A few of the brands we've delivered for.
Monday.com Audit & Optimization, answered.
How long does this take?
It depends on the size of the account. We agree the timeline on the strategy call once we see what is in it.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
