Architectural signage fabricator and installer
Sales, art, production, permitting and installation handoffs were not connected, so project status, bottlenecks and billing stages were hard to see.
- Sales & CRM
- Operations & delivery
- Projects & PMO
AI use cases
Manufacturing 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 cases
- 47
- with an AI step
- 5
- most common timeframe
- Under 6 weeks
Use case catalogue
Architectural fabrication manufacturer with site installation crews
Long fabrication projects relied on manual pre-production checks that were often skipped, priorities were argued daily, requests got lost in chat, files were duplicated between systems and deliveries lacked proof.
- Operations & delivery
- Projects & PMO
- Finance & procurement
- AI
Beverage manufacturer (capital engineering portfolio team)
A capital engineering team was constrained by an incumbent PPM tool: no self-serve dashboards, single-currency limits forcing manual conversions, manual entry of monthly actuals from the ERP, and poor visibility of team capacity.
- Projects & PMO
- Finance & procurement
- Executive & strategy
- AI
Industrial fluid-systems distributor and fabricator
A growing engineering and fabrication business had an over-complicated monday.com setup with dozens of automations on one board, manual handoffs from the CRM, paper QA forms and several overlapping form apps.
- Sales & CRM
- Operations & delivery
- IT & engineering
Specialist engineering equipment manufacturer and rental provider
Sales, engineering, workshop and finance tracked jobs in separate spreadsheets and paper records, with duplicate data entry, quotes issued without enforced feasibility checks, and little visibility of rental asset usage or job status from sale to shipping.
- Sales & CRM
- Operations & delivery
- Projects & PMO
Bespoke building-panel manufacturer
A bespoke manufacturer planned production in detailed spreadsheets with some pen-and-paper steps, double-handled purchase orders into finance, and could not see true capacity to slot in urgent jobs or account for absences and machine downtime.
- Operations & delivery
- Finance & procurement
- AI
Cable assembly manufacturer
With no CRM, quotes were estimated in the ERP, retyped manually as Word letters and logged in a spreadsheet.
- Sales & CRM
- AI
Bespoke framing workshop
Staff printed job sheets from the point-of-sale system, retyped them into spreadsheets and annotated paper copies by hand, so complex and standard jobs collided in the same deadline weeks.
- Operations & delivery
Craft brewery
Sales tracking relied on manual spreadsheets, with customer data scattered and not connected to the order system, limiting reporting and forecasting.
- Sales & CRM
- AI
Natural skincare manufacturer
Monday was used haphazardly across the business while multi-channel sales reporting was consolidated in spreadsheets and production, product development and customer support lacked structured workflows.
- Sales & CRM
- Operations & delivery
- Customer service
Bespoke furniture and fabrication workshop
Quoting multi-component custom pieces, gating work before it reached the shop and comparing bid vs actual craftsman hours were all manual.
- Sales & CRM
- Operations & delivery
- Finance & procurement
Cabinetry and joinery manufacturer
A 12+ person joinery workshop ran leads, production scheduling, installation dates and timesheets across spreadsheets, re-keying client details between sales and production.
- Sales & CRM
- Operations & delivery
- Projects & PMO
Consumer product developer with distributed manufacturing and sales teams
Sales had little visibility of product development status and timeline changes, causing missed urgent requests and miscommunication across regional teams working in separate boards.
- Operations & delivery
- Sales & CRM
- Marketing
Consumer products developer
Product development across feasibility and development was tracked in spreadsheets with status communicated by email and meetings, and no central view of regulatory timelines or specialist workload.
- Projects & PMO
- Operations & delivery
- Executive & strategy
Sports teamwear manufacturer selling to clubs and leagues
A 25-person sales team managed around 2,000 active club accounts plus thousands of prospect clubs without a central CRM, making renewals, forecasting and rep activity hard to see.
- Sales & CRM
- Executive & strategy
Building products manufacturer (patios and sheet metal)
Production and transport scheduling ran on multiple spreadsheets re-keyed from the ERP across several business units, causing manual effort, errors and poor visibility of job status on the factory floor.
- Operations & delivery
- Sales & CRM
- Customer service
Engineering and fabrication business with field crews
Job scheduling, job details, safety forms, communication and timesheets were spread across spreadsheets and fragmented tools, creating manual overhead and coordination gaps between office and field staff.
- Operations & delivery
Pharmaceutical manufacturing group (R&D centre programme office)
A programme office ran projects in an online project-management tool that was being retired, needing a replacement with time and cost tracking, preserved historical rates and migrated project data before the cut-off.
- Projects & PMO
- Finance & procurement
- IT & engineering
Wine producer with wholesale sales and a members' wine club
A fragmented stack of disconnected website, subscription and CRM tools meant the B2B team relied on paper, email and spreadsheets, management lacked pipeline and customer visibility, and an inflexible club system was contributing to member churn.
- Sales & CRM
- Marketing
- Finance & procurement
Aluminium joinery manufacturer
Existing automations had broken, boards were disconnected and cluttered, and production scheduling was double-entered in a spreadsheet with no real-time view for the team.
- Operations & delivery
- Sales & CRM
Building systems engineering manufacturer
Quoting ran in a separate CRM with duplicate quotes and manual uploads of equipment lists, the projects team did not use the CRM, and bids were sometimes missed, delaying projects and losing revenue.
- Sales & CRM
- Projects & PMO
- Operations & delivery
Commercial window and door manufacturer
Sales forecasting was run in a parallel spreadsheet alongside the quoting system, causing double entry and inconsistent figures, and existing boards lacked automation and role-specific views.
- Sales & CRM
- Operations & delivery
- Customer service
Contract health-products manufacturer (New Zealand)
New product development projects (formulation, sampling, pre-production) lacked a standard process and visibility, with time lost in status meetings and unclear resource capacity.
- Sales & CRM
- Projects & PMO
- Operations & delivery
Food manufacturer
A previous CRM had become costly and complicated, leaving the sales team without a simple way to manage leads, existing customers and visit activity.
- Sales & CRM
- Marketing
HVAC equipment wholesale distributor
Quoting the same project to several contractors inflated pipeline values, past quotes were hard to recall, and quote data was not linked to inventory for demand planning.
- Sales & CRM
- Marketing
- Operations & delivery
Industrial cooling equipment start-up
A new venture needed a single system for sales, project delivery and order fulfilment, including quote-to-cash with its accounting software, that could scale with growth.
- Sales & CRM
- Operations & delivery
- Finance & procurement
International custom hospitality furniture supplier
Monday use was fragmented between the US and Israel teams with too many disconnected boards, the China team was not on the platform, and the sales pipeline was not connected to project delivery.
- Sales & CRM
- Projects & PMO
- Operations & delivery
Structural steel fabricator
Jobs, time and quoting were tracked in spreadsheets and safety paperwork in Word/paper, making it hard to analyse job durations and capture labour accurately across multiple jobs per worker.
- Operations & delivery
- Projects & PMO
- Finance & procurement
Structural steel fabricator and installer
About 70 concurrent jobs were tracked in a basic plan without permissions or scheduling visibility, and quotes were produced by manually moving estimating exports into Word templates with no link to accounting.
- Sales & CRM
- Operations & delivery
- Projects & PMO
Electric vehicle conversion and battery storage business
Leads (30-40 a month) across three very different product lines were handled through spreadsheets and Outlook with no structured pipeline or reporting.
- Sales & CRM
Food ingredients manufacturer (R&D / technology transfer projects)
Project timelines, resourcing and budgets were maintained in a desktop scheduling tool plus multiple spreadsheets, with poor communication and no portfolio-wide view of resources or costs.
- Projects & PMO
- Finance & procurement
Industrial equipment manufacturer (local subsidiary of a global group)
Strategy documents from global planning sessions had no local execution framework, leaders spent time chasing updates, and a static workspace could not report by both department and strategic pillar.
- Executive & strategy
- Projects & PMO
Industrial equipment manufacturer serving the mining sector
Projects, engineering and safety work ran in Smartsheet with separate task, ticketing, template and register setups, and the business wanted one enterprise platform rolled out across ten teams.
- Projects & PMO
- Operations & delivery
- Customer service
Precast concrete products manufacturer
Large orders received a single production date and order details did not flow cleanly from the order form to production and delivery scheduling.
- Operations & delivery
- Sales & CRM
Specialist vehicle engineering business
Staff had built their own monday.com boards without governance, creating silos, protective private boards and spending on unnecessary plugins.
- Sales & CRM
- Operations & delivery
- IT & engineering
Consumer electronics accessories brand
Product launch projects relied on templates without linked dependencies or reliable reminders, so dates slipped and management lacked an at-a-glance view of overdue work.
- Projects & PMO
- Marketing
- Executive & strategy
Custom sportswear supplier
Sales data on accounts, renewals and orders lacked a single structure and consistent terminology, limiting revenue forecasting visibility.
- Sales & CRM
- Finance & procurement
Engineered timber manufacturer with a partner sales network
Partner leads and marketing requests were handled across HubSpot, email and Trello with a problematic HubSpot-monday integration, creating manual back-and-forth and poor partner visibility.
- Sales & CRM
- Marketing
Precision tooling manufacturer
Lead handling, handoffs between sales, finance and planning, and production scheduling relied on manual updates and printed plans, with unclear task ownership and anyone able to edit critical fields.
- Sales & CRM
- Operations & delivery
- Finance & procurement
Sign fabrication and installation business
Projects were tracked manually across several systems with Excel-based invoicing and cost tracking, scattered documentation, little real-time visibility and no mobile access for field teams.
- Operations & delivery
- Finance & procurement
Window and door manufacturer
The existing CRM offered poor reporting and dashboards, leaving little visibility of lead flow, quoting activity and sales performance, with leads keyed in manually.
- Sales & CRM
Industrial surface-preparation equipment supplier
Customer, sales and inventory information lived in separate systems with no CRM tying sales activity to stock and orders.
- Sales & CRM
- Operations & delivery
Commercial print and direct-mail producer
Customer and sales history lived in an ageing on-premise CRM that was costly to maintain and gave poor reporting, with years of communication records that needed to be retained.
- Sales & CRM
- Customer service
Contract health-products manufacturer
R&D projects and multi-brand client orders were tracked in Excel, with no secure segregation of client data or cross-project reporting.
- Operations & delivery
- Projects & PMO
- Sales & CRM
Industrial safety equipment manufacturer
Custom engineering work was scheduled in a spreadsheet that could not assign engineers to line items, track time or holds, or provide capacity planning.
- Projects & PMO
- Operations & delivery
Product design and distribution business
Graphics tasks sat in a basic planner tool and new product development was tracked in spreadsheets, with little automation or integration between systems.
- Operations & delivery
- Projects & PMO
- Marketing
Multi-brand pet products company
With no CRM (a previous one had been abandoned), the pipeline lived in one multi-tab spreadsheet and the head of sales compiled a weekly summary by hand.
- Sales & CRM
- Executive & strategy
Clients who have used our monday.com consulting services
Manufacturing: common questions
This page shows 47 manufacturing use cases. The most common are work & project management (35), integrations & migration (33), CRM (29), most often for sales & CRM, operations & delivery, projects & PMO teams.
Industries
Other industries
- Construction, trades & field service64 use cases · 4 with AI
- Government & public sector3 use cases · 0 with AI
- Healthcare & aged care11 use cases · 0 with AI
- Real estate & property16 use cases · 2 with AI
- Professional services & agencies70 use cases · 23 with AI
- Financial services & insurance13 use cases · 1 with AI
- Education & nonprofit7 use cases · 3 with AI
- Retail & e-commerce16 use cases · 2 with AI
- Logistics, fleet & aviation6 use cases · 0 with AI
- Technology & SaaS14 use cases · 1 with AI
- Cross-industry12 use cases · 0 with AI
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