Building ERP2 in Monday.com
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About this service
Summary
FAQs
What type of organizations is this service suitable for?
This service is ideal for organizations that work with freelancers, flexible staff, or project-based teams and experience high coordination workload. It is suitable for both non-profits and commercial organizations.
Do we need prior experience with Monday.com?
No. The system is designed to be intuitive for coordinators and easy to use for freelancers. Training or guidance is included as part of the handover.
Does this replace tools like WhatsApp or email?
No. Communication tools can still be used, but the system replaces manual data collection and planning. Monday.com becomes the central source of truth for availability and scheduling.
Is the planning fully automated?
No. The system supports and structures planning decisions but does not remove human oversight. Coordinators remain in control while manual work is significantly reduced.
Can the system handle last-minute changes?
Yes. The system is specifically designed to accommodate frequent changes in dates, availability, or assignments without requiring full replanning.
Can this system be expanded later?
Yes. The setup provides a scalable foundation that can be extended with additional automations, dashboards, or integrations in future phases.
What's included
Process Design & System Logic
Analysis of the current coordination and planning workflow Design of a future-state (to-be) process, including: Project intake and updates Availability collection Planning and rescheduling principles Definition of roles, responsibilities, and decision points Translation of operational needs into a logical system structure Output: Process description and system logic (document or visual workflow)
Monday.com System Configuration
Configuration of a custom Monday.com environment, including: Master Data Board Central overview of freelancers, staff or resources, including key attributes and status. Projects / Assignments Board Overview of projects or assignments, including timelines, status, required roles and ownership. Availability Board Central registration of availability submissions linked to projects and resources. Board Relationships Logical connections between resources, projects and availability data.
Planning Logic & Automation
Configuration of basic automations to support the planning process, such as: Status-based workflows Structured handling of changes and rescheduling System designed to accommodate frequent project or assignment changes
System Handover & Usage Guidance
Clear board structure and naming conventions Explanation of system usage for coordinators or planners Guidance on maintaining and scaling the system
Skills and tools
Industries