Built on Monday.com + Make.com
Microsoft Project Online dies September 30. SharePoint 2013 workflows already broke in April. 1,300+ companies need a new project management system — we migrate teams to Monday.com in 30 days.
Standardized templates. Portfolio dashboards. Automated reporting. Resource boards. All running on Monday.com + Make.com. We build it. You launch it.
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See how we build a complete project management system on Monday.com + Make.com in 30 days — from templates to automated reporting.
We’re a project management firm that delivers through Monday.com + Make.com. 20 years of Six Sigma process methodology. This isn’t us learning a new vertical — it’s us productizing what we already know.
We’re practitioners with 20 years of process methodology behind us — not just implementers reading a playbook.
Work Management is Monday’s largest product line — more templates, features, and support than any other use case on the platform.
Automated reports, cross-tool syncing, escalation triggers, client dashboards — Make.com turns Monday.com from a tool into a system.
They adopted Monday.com. Every project manager set up boards their own way. No templates, no standards, no portfolio view. Status meetings are still 2 hours because nobody trusts the data.
They’re on MS Project, Smartsheet, Jira, or a SharePoint/Excel nightmare. They want Monday.com but migration feels overwhelming. Especially with Project Online dying September 30.
Went from 5 projects to 30. The founder used to track everything. Now they need real project governance — intake, prioritization, resource visibility, executive reporting — without a $200K enterprise tool.
No standardized templates. Every project board looks different. New project managers re-invent the wheel every time. There’s no portfolio view because nothing is consistent.
5 project managers x 3 hours each x 50 weeks = 750 hours/year on copy-paste reporting. That’s $56K spent assembling slides from data already in the tool.
Who’s at 120% utilization? Who’s available next week? Nobody knows until a project is already behind schedule. There’s no workload visibility.
Projects enter via hallway conversations and Slack messages. No scoring, no prioritization, no approval workflow. Everything is urgent because nothing is ranked.
Every project starts from the same structure — phases, milestones, task types, status definitions. Project managers configure, not re-invent.
One view: all active projects, health status, timeline, budget, resource allocation. Auto-updated. No manual roll-ups.
Who’s at 120% utilization, who’s available. Workload boards that show actual allocation across projects.
Weekly status reports auto-generated and emailed. “At risk” triggers escalation tasks. New project approved → full board from template.
New project requests submit through a form → scored → approved or deferred. No more hallway conversations that become commitments.
Dashboards for leadership: project health, velocity, on-time delivery rate, budget variance. Updated in real-time from board data.
Plus: Team training (under 1 hour), complete SOP documentation, 30 days post-launch support. Integrates with Jira, Harvest, Toggl, Outlook, Google Calendar, SharePoint, Slack, Teams.
Monday.com is great at tracking. But project management leaders need automation that connects Monday.com to everything else — time tracking, email, executive dashboards, client portals, escalation workflows.
Every Friday at 4pm, Make.com pulls project data from Monday.com, formats a status report, and emails it to stakeholders. No project manager touches it.
Project hits “at risk” → Make.com auto-notifies the portfolio lead, creates an escalation task, and schedules a review.
New project approved in intake board → Make.com creates the full project board from template with phases, tasks, milestones, and assignments.
Hours logged in Harvest, Toggl, or Clockify auto-sync to Monday.com. Utilization dashboards update in real-time without manual entry.
Make.com pushes curated project data to a view-only board or Google Site. Clients see progress without you publishing anything.
Pull budget data from QuickBooks/NetSuite, time from Harvest, tasks from Monday — unified dashboard for executive reporting.
20 minutes. We show you a live Monday.com board with automated reporting, portfolio dashboards, and resource boards running. No slides. No pitch deck.
Book a 20-Minute Demo →Your team’s only commitment: two 60-minute calls. One at the start for discovery, one at the end for training. Everything in between is us.
Walk us through your project management process — we find every bottleneck, manual step, and broken workflow. Days 1–5.
Templates, boards, automations, integrations — designed for how your team actually works. Days 4–7.
Everything wired up and stress-tested before it touches a real project. Days 8–21.
Validate with live projects, train your team, deliver docs. Days 22–30.
Every engagement starts with understanding your current process. From there, we build the system, launch it, and keep it running.
5 days
100% credited toward the Sprint
30 days
Monthly
Standardized templates, automated reporting, portfolio visibility, and resource boards. All running on Monday.com + Make.com. All in 30 days. Let us show you.
Book Your 20-Minute Demo →