Agilis Technology Consulting
Agilis Technology Consulting
  • Home
  • Services
  • Solutions
  • Demo Solutions
  • More
    • Home
    • Services
    • Solutions
    • Demo Solutions
  • Home
  • Services
  • Solutions
  • Demo Solutions

Services

monday.com Consulting Services

The following services help organizations accelerate deployment, improve operational efficiency, increase user adoption, automate manual processes, enhance visibility through reporting, and maximize the return on their monday.com investment.

monday.com Strategy & Discovery

Assessment of business goals, current processes, pain points, and requirements to determine how monday.com should be configured and adopted. 

Solution Architecture & Design

Design of the overall monday.com environment, including workspaces, boards, permissions, workflows, automations, dashboards, and governance standards. 

Implementation & Deployment

Initial setup and configuration of monday.com based on approved requirements and solution designs.

Workflow Design & Optimization

Mapping and redesigning business processes to improve efficiency through monday.com workflows and automation. 

Project Portfolio Management (PPM) Setup

Configuration of portfolio dashboards, project tracking, resource management, budgeting, and executive reporting capabilities. 

Service Management Implementation

Design and deployment of service desks, ticketing systems, request management processes, SLAs, and support workflows using monday Service. 

Software Development Workflow Implementation

Configuration of monday dev for sprint management, backlog management, release planning, bug tracking, and product roadmaps. 

Business Process Automation

Development of automations, notifications, approvals,   escalations, and workflow triggers to reduce manual effort.

Integration Services

Connecting monday.com with third-party systems such as Salesforce, Microsoft 365, Google Workspace, Slack, Jira, HubSpot, QuickBooks, Stripe, Mapsly, or ERP platforms. 

Data Migration Services

Migration of projects, customer data, tasks, tickets, or other records from spreadsheets and legacy systems into monday.com. 

Dashboard & Reporting Development

Creation of executive dashboards, KPI tracking, operational reports, portfolio reporting, and analytics solutions. 

Custom App Development

Development of custom applications, widgets, integrations, and extensions using the monday.com API and developer framework. 

AI Workflow Consulting

Design and implementation of AI-powered workflows, AI agents, content generation, data categorization, and intelligent automation. 

Governance & Security Consulting

Establishment of security controls, permission structures, workspace governance, compliance practices, and administration standards. 

User Training & Enablement

End-user, administrator, and executive training programs designed to improve adoption and proficiency. 

Change Management & Adoption Services

Communication planning, stakeholder engagement, adoption strategies, and organizational readiness activities to support successful deployment. 

Managed Administration Services

Ongoing platform administration, support, maintenance, configuration updates, and governance management.

Health Check & Optimization Assessments

Review of an existing monday.com environment to identify inefficiencies, unused features, performance issues, and improvement opportunities. 

Center of Excellence (CoE) Development

Creation of governance frameworks, standards, best practices, reusable templates, and operating models for enterprise-scale monday.com deployments. 


Service Bundles Often Offered

Our packaged services are often offered in Starter, Business, and Enterprise tiers, allowing organizations to select the level of support and customization that best fits their needs.

Starter Package

  • Discovery & requirements gathering 
  • Basic setup 
  • User training 
  • Initial dashboards 

Business Transformation Package

  • Process redesign 
  • Workflow automation 
  • Integrations 
  • Change management

Enterprise Package

  • Governance framework 
  • Multi-department implementation 
  • Advanced reporting 
  • Custom development 
  • Ongoing managed services

Managed Services Package

  • Monthly administration 
  • User support 
  • Enhancement requests 
  • Health checks 
  • Governance reviews 

Add a footnote if this applies to your business

Copyright © 2026 Agilistc Technology Consulting - All Rights Reserved.


Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept