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monday.com Expert Reveal: 5 Common Platform Mistakes and How to Avoid Them
- Josh Jebathilak
- 4 days ago
- 5 min read
Updated: 2 days ago
Your company will succeed only if you avoid some common mistakes in your project management software, like monday.com. On average, 37% of projects fail because there's a lack of clear goals.
As monday.com implementation consultants, we've worked with hundreds of companies. The patterns are clear.
Companies make the same mistakes. Some ignore monday AI and automations, while others fail to customise it.
The companies that succeed aren't the lucky ones. They're the ones who avoid these critical mistakes.
monday.com Isn't Going Anywhere
To make the most out of monday WorkOS, businesses must understand that this software isn't going anywhere. Reports suggest that the platform generated a 2nd quarter 2025 revenue of USD 299 million, growing at 27% YoY.
Did you know that 245,000 people use this platform for their daily business operations? It proves that monday.com is growing quickly.
Over the years, Fruition has helped over 200 companies maximise the benefits of monday.com WorkOS. One of our clients, Risk 2 Solution, implemented monday CRM and Work Management to save USD 117,000 and 780 hours per year.
With over 15 years of collective experience, our monday.com experts have encountered their fair share of issues in workflows, processes, automations, and more. Let's discuss them.
Mistake #1: Jumping In Without Structure
We've seen companies installing monday Work Management and immediately starting to create boards. They've got no strategy or planning.
The results? Automations, connected boards, workflows, and dashboards turn into pure chaos.
Let's bring in the example of R2S Solutions from Perth. Their team was drowning in multiple legacy systems. Every project was scattered, processes were inefficient, and operations were confusing.
Here's what our monday.com certified partners did:
Analysed workflows from existing systems.
Mapped out business needs and scalability expectations.
Build boards around actual processes and not random ideas.
Within four weeks, Fruition ensured process mapping, solution design, integrations, custom solution building, and more. Proper planning is necessary if you want to save months of rework.
Mistake #2: Ignoring monday Automations
One of monday.com's USP is its automation features. Zach, Director at Fruition NA, once said, "If you aren't using automations and AI in monday.com, you're basically using a colourful spreadsheet."
Unfortunately, creating automation recipes and connecting them to boards can seem challenging to many. According to research, only 58% of active users have used monday.com automations to their fullest capability.
Companies like BL Air Conditioning in Brisbane were manually tracking installation progress across hundreds of units. That's a total waste of time when you've got monday Work Management.
With the help of Fruition's monday.com implementation specialists, their team now saves 540 hours per year with proper automation setups. We did this setup in three weeks.
Mistake #3: Poor Team Training
About 62% of organisations anticipate an increase in project work. However, only 78% of individual contributors want to use project management tools like monday.com.
HVAC Australia managed 40 to 80 concurrent telecom projects. They did all that manually before choosing monday Work Management. Fruition's certified monday.com partners witnessed their team being overwhelmed by missing deadlines and making mistakes.
How did we help? We offered change management solutions:
Change readiness and impact framework.
Adoption and training strategies.
Tailored adoption to counter resistance.
We know that proper training isn't optional; it's critical. After implementing monday.com properly and undergoing system adoption training, HVAC Australia saved 88 hours per month with a 10x ROI.
Mistake #4: Not Utilising monday.com Dashboards
Did you know that 78% of SaaS companies offer dashboards as part of their product? In a monday account, only 46% of users interacted with the dashboard feature.
monday dashboards provide the visibility that transforms operations. As a monday.com solutions architect, it's evident that your dashboard should tell the story of your business at a glance.
Companies like CLSQ experienced "significant transformation in operational efficiency" once they started using proper dashboards. monday.com experts at Fruition helped them use:
Portfolio dashboards to enhance leadership visibility.
Multi-level board structures to improve collaboration.
Mistake #5: Treating It Like a Solo Tool
According to IBM, SaaS integrations ensure seamless data connection, automated workflows, improved scalability, and more. Some teams treat monday.com as an island with no connections to existing tools.
monday WorkOS offers 200+ integrations to avoid data silos. It can connect with collaboration, sales, marketing, software development, and productivity tools.
Givergy was stuck with communication silos between teams, technical frustrations, poor project visibility, etc. Fruition's UK-based monday.com integration consultants helped them integrate JIRA and BitBucket systems to monday Dev.
After implementing proper DevOps integrations, they achieved 10x ROI and saved 1,300 hours annually. We helped them with:
Automated branch tracking.
Centralised release tracking.
Multi-repository task management.
At Fruition, we also offer integration with automation tools like n8n and make.com. All in all, you'll have to connect everything because monday WorkOS works best when it's a hub for your tech stack.
Why Professional monday.com Implementation Matters?
Only 43% of companies complete projects within budget "most of the time" or "always." Companies that don't include a proper strategy report higher project failure rates.
Compare this to our client results:
R2S Solutions saved 780 hours annually with 11x ROI.
Givergy witnessed 10x ROI with 1,300 hours saved annually.
Northern Territory Tourism had 4x ROI and saved 1,020 hours annually.
As monday.com implementation specialists, here's our proven process that makes all that possible:
Assessment: Mapping current workflows, identifying pain points, and defining success metrics.
Strategic Setup: Designing board architecture, creating automation workflows, and building custom dashboards.
Training and launch: Team training sessions, gradual rollout, and ongoing support.
Optimisation: Usage analytics review, process refinement, and advanced feature implementation.
On average, 71% of project management professionals report increased use of collaboration software. But success isn't about using the software. It's actually about using it correctly.
That's where monday.com consulting services make the difference. Companies that work with certified monday partners see:
Faster implementation. (weeks, not months)
Higher user adoption rates.
Better ROI from day one.
Fewer painful mistakes.
FAQs
How long does a professional monday.com implementation typically take?
Most professional monday.com implementations take 4-8 weeks, depending on complexity. Simple setups can go live in 2-3 weeks, while enterprise integrations with multiple systems may take 8-12 weeks. Ideally, proper planning and certified monday.com specialists significantly reduce the timeline and avoid costly mistakes.
Does monday.com have mobile access?
Many teams forget that work happens everywhere, not just at desks. Many companies need on-site updates. monday.com solutions included mobile-friendly interfaces for real-time progress tracking. If your field team can't update monday.com from their phones, your system is incomplete.
What's the most expensive monday.com implementation mistake companies make?
The costliest mistake is building complex workflows without a proper automation strategy. Companies create elaborate boards but miss automation opportunities. This leads to manual processes that defeat the platform's purpose. As a result, there's low user adoption, wasted licences, and teams reverting to old systems within months.
