SBV Transforming HR with monday.com

SBV Transforming HR with monday.com

monday.com, monday.com Case Study

SBV Transforming HR with monday.com

How SBV Scaled Operations and Saved Over 3,800 Hours with monday.com in Just 6 Months

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The challenge

SBV’s HR department faced significant challenges due to the reliance on manual processes and Excel-based tracking.

Key Challenges Included:

  • Fragmented Project Management: Critical functions such as project plans, training calendars, and recruitment workflows were tracked manually across spreadsheets, emails, and shared drives. ows were tracked manually across spreadsheets, emails, and shared drives.
  • Lack of Process Visibility: Difficulty in identifying ownership, status, and timelines hindered cross-functional collaboration.
  • Manual Reporting: Payroll inputs, scorecards, and business-as-usual (BAU) HR operations required time-consuming email follow-ups and manual collation.

The solution: monday.com + The CRM Team

The CRM Team implemented monday.com as a centralized Work OS across SBV’s HR segments – covering Talent & Performance, Change Management, Shared Services, Remuneration, and HR Operations.

With monday.com, SBV:

Digitized & Automated Workflows

Including payroll inputs, secondments, onboarding schedules, and scorecard management.

Centralized Collaboration

Real-time dashboards replaced siloed tools and scattered updates.

Enabled Governance & Reporting:

Role-based access and live progress tracking supported internal controls and simplified audit readiness.

Boosting Productivity

90%+ Sustained user adoption and active usage with over 3,800 hours saved.

Real impact, Real results

Tangible Outcomes for SBV

  • Streamlined Payroll Governance - “We now have full visibility from payroll input capture through to processing. The improved traceability ensures compliance and transparency.”
  • Time-Saving, Scalable Reporting - “I don’t need to wait for regional teams to send updates. With boards and dashboards live, I can track everything in real time.”
  • Improved Accountability & Role Clarity - “Scorecard discussions are now housed in one place - monday.com. Everyone knows who owns what and where things stand.”
  • Central Source of Truth - “No more email trails and multiple spreadsheets. I build dashboards with the views I need and pull executive packs instantly.”

“Start with a non-sensitive but impactful use case. Let teams explore and build confidence. Appoint internal champions and prioritize training. You won’t regret it—monday.com is the best investment you can make. Access and governance are easily controlled, so you can scale with peace of mind.”

Adoptions across HR functions

monday.com is now embedded in the daily operations of:

  • Talent & Performance
  • Change Management
  • Remuneration
  • HR Shared Services
  • Transactional HR Administration
  • Training & Development

Key workflows like secondments, policy updates, onboarding schedules, and BAU administration are now entirely digital and trackable.

Conclusion

With the guidance of The CRM Team, SBV successfully transformed its HR operations using monday.com. What began as a pilot evolved into a core enterprise system driving efficiency, visibility, and compliance across HR. The result? A scalable, collaborative work environment built for the future.

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.

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SBV Driving Operational Visibility & Accountability with monday.com

SBV Driving Operational Visibility & Accountability with monday.com

monday.com, monday.com Case Study

SBV Driving Operational Visibility & Accountability with monday.com

Discover how SBV transformed its operations, saving over 3,800 hours in just six months with the power of monday.com.

Download PDF

Background & Challenges

LIMITED VISIBILITY & MANUAL PROCESSES

Key Challenges Included:

  • Work managed via emails and static task lists
  • No visibility into process stages or bottlenecks
  • Difficulty measuring workload and reporting progress

Key areas now managed in monday.com

Accounts payable

Payment workflows, tracking, balance sheet recons

Payroll

Input tracking, returns, third-party payments, manual consolidations

Training & rosters

Upskilling records, payslip printing, manual payment schedules

Compliance

Statutory submissions, system access reviews, company-wide balance sheet reviews

The solution

MONDAY.COM FOR FINANCE WORK MANAGEMENT

Working with The CRM Team, SBV’s Finance division fully digitized its core processes using monday.com.

Key Shifts Included:

  • Migration of to-do lists, task tracking, and interdepartmental interactions into centralized Boards
  • Establishing real-time visibility into every stage of work
  • Creating dashboards and workflows across AP, Payroll, and Compliance functions

Finance teams now have full ownership and visibility across all activities—from payment processing and payroll inputs to reconciliations and compliance submissions.

Impact & measurable improvements

Productivity

Teams work more efficiently with clear handoffs and load balancing

Accountability

Enhanced due to real-time task ownership and audit trails

Bottlenecks resolved

Visibility allows work reallocation before delays escalate

Reporting

Faster, data-driven insights without reliance on static spreadsheets

“We now prevent bottlenecks before they occur and reassign tasks with clarity.
Accountability has drastically improved thanks to monday.com’s visibility.”

Advice to enterprises with internal controls

  • Dedicate time for team onboarding and tool exploration
  • Appoint internal champions to drive board design and governance
  • Use training and coaching to embed adoption in day-to-day use

“monday.com isn’t just a tool—it’s a way to bring structure, collaboration
and control into finance operations.”

Conclusion

By adopting monday.com through The CRM Team, SBV’s Finance department has successfully transitioned from manual, email based workflows to a fully digitized, transparent, and accountable system. The shift has led to measurable improvements in productivity, reporting efficiency, and process visibility across key financial functions such as payroll, accounts payable, and compliance reporting. With better workload management, improved team collaboration, and real-time data insights, SBV Finance is now empowered to operate with greater agility and precision. This transformation stands as a clear example of how enterprise finance teams can embrace digital tools to enhance operational excellence and governance.

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.

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SBV Driving Scaled Operations with monday.com

SBV Driving Scaled Operations with monday.com

monday.com, monday.com Case Study

SBV Driving Scaled Operations with monday.com

Discover how SBV scaled operations, improved visibility, and saved over 3,600 hours with monday.com. In partnership with The CRM Team, SBV achieved enterprise-wide adoption, streamlined collaboration, and a truly digitised way of working.

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Overview

SBV Services, a leader in the cash industry, ensures cash availability and provides value-added cash services through its cash processing and logistics operations. SBV supports the day-to-day operations of banks, businesses and central banks.

As the organisation evolved, the digitisation of processes, cross-functional collaboration and visibility of the BOW’s across the various functional areas of the business became key to organising workflows and enhancing productivity. SBV adopted Monday.com, to enable and empower teams across Finance, Delivery & Execution and Human Resources and to drive a unified, more productive and digitised way of working.

Key Business Challenges

  • Manual task management via emails, spreadsheets, and siloed systems.
  • Poor visibility and standardization in project tracking, payroll input, and document control.

Solution Implementation

monday.com was rolled out across:

Finance for accounts

Payable, Payroll, Recons, and Compliance Reporting.

i

Delivery & execution

for Project Schedules, RAID Logs, and Document Management.

HR & Ops for onboarding

Training, and Performance Reviews.

Key results & value for money

Time & Cost Savings

  • 3,698 hours saved via automations and integrations – the equivalent of 462 workdays.
  • 111 hours saved through real-time updates and comment threads—replacing back-and-forth emails and status meetings.

“We can now prevent bottlenecks and reassign
work easily thanks to visibility.”

Workflow Efficiency & Integration

  • 110,948 automations & integrations implemented.
  • 737 new boards and 47 dashboards created in just 6 months—driving visibility and agility.

“Our audit and reporting ability has
drastically improved.”

High Adoption & Engagement

  • 90% MAPP (Monthly Active Paying People) average across departments. Usage scaled from 79 to 137 Weekly Active
  • Users, now stable at 120+. 709 tasks completed weekly and 71 average daily users

“Teams now have clear ownership and a
consistent view of their work.”

Operational Embedding

  • 1,451 active boards, 279 dashboards, and 1,305 docs loaded—showing deep integration into daily operations.
  • monday.com now serves as a central system for reporting, document control, and collaboration.

“Start with a non-sensitive but impactful use case. Let teams explore and build confidence. Appoint internal champions and prioritize training. You won’t regret it—monday.com is the best investment you can make. Access and governance are easily controlled, so you can scale with peace of mind.”

Conclusion

monday.com has become a core operational platform for SBV, transforming how teams collaborate, measure, and deliver work. With thousands of hours saved, higher staff engagement, and audit-ready workflows, the return on investment has been both measurable and sustainable.

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.

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SBV Driving Visibility & Efficiency with monday.com

SBV Driving Visibility & Efficiency with monday.com

monday.com, monday.com Case Study

SBV Driving Visibility & Efficiency with monday.com

Discover how SBV transformed its operations, saving over 3,800 hours in just six months with the power of monday.com.
Download PDF

Background & Challenges

Before adopting monday.com, SBV faced significant hurdles in its Delivery & Execution department. The lack of centralized information led to fragmented scheduling and inconsistent reporting, making it difficult to track progress and manage resources effectively.

Key Challenges Included:

  • Lack of visibility into what individuals were working on
  • Fragmented scheduling and document management tools
  • non-standardized reporting formats

Solution Implementation

With support from The CRM Team, SBV transitioned core delivery processes to monday.com, introducing centralized workspaces that replaced fragmented tools.

Centralized Workspaces

SBV, with The CRM Team’s guidance, moved to a unified platform, replacing fragmented tools with centralized workspaces on monday.com.

Integrated Risk Management

Risk Registers were transitioned from Excel to structured boards, enhancing risk management and accountability.

Streamlined Document Access

Project documents were consolidated into a single repository, improving accessibility and collaboration.

End-to-End Project Management

Delivery Managers now oversee projects comprehensively from a unified platform, ensuring efficiency and consistency.

Outcomes & Benefits

  • A centralized platform enabling efficient reporting and audit readiness
  • Simplified project tracking and risk management
  • Enhanced visibility and accountability across teams
  • Stronger compliance through customizable permissions and activity logs
  • 90%+ Sustained user adoption and active usage
  • Over 3,800 hours saved—boosting productivity
“Start with a non-sensitive but impactful use case. Let teams explore and build confidence. Appoint internal champions and prioritize training. You won’t regret it—monday.com is the best investment you can make. Access and governance are easily controlled, so you can scale with peace of mind.”

Conclusion

SBV’s Delivery & Execution team now operates with clarity, control, and consistency—unlocking the full potential of work management through monday.com. The CRM Team’s partnership ensured a tailored rollout aligned with SBV’s compliance needs and execution standards.

Key Performance Metrics

After integrating monday.com, SBV achieved a 90%+ user adoption rate, significantly enhancing team collaboration and efficiency.

Time Savings Achieved

Increased Productivity

Enhanced Reporting Accuracy

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.
Book Now