This project involved the development of a new client onboarding process for an enterprise client, using monday.com as the platform. The new process was designed to eliminate and consolidate functions from multiple software tools, resulting in increased efficiency and streamlined workflows.

The team created integrations with the monday.com CRM to use information gained during the sales process, enabling a seamless transition from sales to onboarding. This integration allowed for better communication and collaboration between the sales and onboarding teams, reducing the risk of miscommunication and errors.

The team also created an easy way to assign tasks to developers on the team and track their progress. This feature allowed for better management of the workload and ensured that tasks were completed on time.

The project also involved the creation of a dashboard to share with the client. This dashboard acted as a "client portal," providing the client with a central location to view project status, tasks they needed to complete as part of the onboarding process, and the project timeline displayed as a Gantt chart. This feature provided transparency and allowed the client to monitor progress and stay informed throughout the onboarding process.

Overall, the project successfully delivered a new client onboarding process that streamlined workflows and improved communication and collaboration between teams. The consolidation of multiple software tools into monday.com provided increased efficiency and cost savings for the organization. The dashboard acted as a valuable resource for the client, providing transparency and helping to build trust and positive relationships between the organization and its clients.