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AI use cases
Every use case comes from a real Fruition client engagement, with the client's name withheld. Select "See the build" for the process diagram, boards, automations and integrations.
Use case catalogue
Around 150 projects were tracked with individual Excel RAID logs, and budgets, purchase orders and actuals had to be pulled manually from finance for each event.
All project planning and tracking ran on disconnected spreadsheets and documents, with no portfolio view, no standard methodology and manual status reporting for leadership.
Quoting, jobs and calendars ran across disconnected systems with poor mobile use, causing double data entry, manual status updates and confusing scheduling.
Sales were in monday.com but orders, shipping bookings, invoicing and documents were re-keyed across separate systems, limiting visibility between departments.
Operational data was split across regional monday.com accounts on different products and data centres, with workflows needing optimisation before consolidation and limited central reporting for leadership.
A not-for-profit lacked visibility of project status, task ownership and staff workload, and tracked member interactions and requests informally.
A multinational procurement team lacked visibility across boards and of team capacity, had automations broken by account ownership changes, and was part-way through moving off another task tool.
Campaign work and approvals were handled through texts and emails, so approvals and final assets got lost and finding outstanding tasks took hours.
A national cleaning business with a large contractor network faced escalating per-feature CRM costs, poor data quality with many duplicate contacts and fragile integrations to its booking system.
Leads, site visits and multi-test compliance quotes were handled manually, making proposals slow and pricing inconsistent across service types and regions.
Departments worked in siloed, task-only workspaces; manager onboarding touchpoints and monthly compliance checks across many parks were tracked manually with no systematic view of overdue items.
Grant tracking, distribution and financial reporting relied on manual spreadsheets.
Clients who have used our monday.com consulting services
Industries
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