Central Process Overview for monday.com: fewer clicks, automated workflows, and intuitive interfaces

Cluttered boards and manual processes in monday.com waste time and increase the likelihood of errors. With a centralized front-end solution, processes were simplified, views were optimized, and workflows were automated.

Customer

Customer benefits

Technology stack

“Thanks to the centralized interface and additional automation features, processes have become significantly clearer and more intuitive. Users no longer have to search for information across numerous boards and columns.”
Management

Challenges of the customer

The existing monday.com environment was organized across various boards, groups, and numerous column structures. Information on sales, inventory, and other internal processes had to be maintained manually and searched for across different areas. This resulted in significant effort required for navigation and data entry. At the same time, the large number of similar fields and status values increased the likelihood of errors in day-to-day operations. Furthermore, the goal was not to completely replace existing processes, but rather to optimize and expand them based on the existing monday.com structure. To achieve this, custom boards, Permissions, column logic, and dependencies can be analyzed and consolidated in a simplified interface.

Our approach

At the start of the project, the company’s existing monday.com structure was analyzed and evaluated. This involved identifying relevant boards, groups, status logic, and permissions. The goal was to create a centralized and more intuitive user interface without completely replacing existing data structures or processes. Based on this, a modular front-end architecture was developed that integrates the existing monday.com data and expands it with additional automations.

Analysis of the Existing Board and Process Structure

First, the existing monday.com boards, groups, and column structures were analyzed. This involved identifying which processes are used most frequently and where there is a high level of manual effort or potential for errors. In addition, existing permission and role structures were taken into account to ensure that future changes could be implemented cleanly within the user interface.

1

Development of a Modular Front-End Architecture

Based on the analysis, a front-end application was developed using Angular. Separate components were created for the individual departments and boards to enable structured loading, filtering, and display of data. The company’s existing monday.com environment remained the central data source. Via TypeScript-Services: Functions for loading, updating, and saving data have been implemented.

2

Integration of Filtering and Overview Logic

To simplify user navigation, various filtering and overview mechanisms were implemented. This made it possible to display relevant information from different boards in a centralized location and find it more quickly. In addition, the user interface and navigation structures were adapted to make the system more intuitive for departmental users and to significantly reduce the number of manual search and click operations.

3

Implementation of Custom Automation Solutions

In addition to the standard features of monday.com, additional automations were implemented within the application. Using TypeScript Dependent status changes could be processed automatically. As a result, changes made by users were passed directly on to related processes. At the same time, more complex automation logic could be implemented—something that would have been possible only to a limited extent using monday.com's native features.

4

Deployment, Testing, and Iterative Optimization

The application was deployed using Azure Static Web Apps and an Azure Deployment The pipeline was rolled out to production. This was followed by testing within the various departments, particularly with regard to permissions and user roles. In addition, feedback was continuously gathered from future users to further optimize terminology, visual elements, and user flow logic, and to make the interface as intuitive as possible.

5

Results for the customer

Reducing the number of manual steps in core processes
0 %
Reducing search and navigation times within the monday.com environment
1 %

Further results:

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