I hired Workflow Magic to help us design a project management system in Monday and get that implemented for our team in our small law firm. I had no idea how to start, but these folks have regularly done this, and it shows. After an initial call with Lydia to make sure we were a good fit to work together and that Monday work management would do what we needed, we signed on and got down to business.I was then handed off to Victoria and Andy. We went through a detailed interview project so that they could understand our workflow and process and what was important to be tracked. They asked a lot of questions and listened to what I explained. They then did their magic and built out a portfolio in Monday for us. We had a group training session with my team and then started using the product. We tested for a bit and figured out what tweaks were made, and then Victoria and Andy made the changes as needed, and continued supporting us as we ramped up usage. Just today, the provided us with a training video that can easily be viewed by staff to see how to do the various tasks in the system, along with a written SOP outlining all of the steps to actually be able to use the system. So far so good with Monday, and I think it is going to help us be more efficient and keep on top of our workload. What I can say so far is this: without the team at Workflow Magic, I'd still be wondering how to go about building and implementing a system, as opposed to having it already implemented.
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Workflow Magic is a certified monday.com implementation partner helping businesses improve, streamline, and optimize projects/workflows through automations and integrations in monday.com