SBV Driving Operational Visibility & Accountability with monday.com

SBV gained complete visibility into operations with monday.com, creating a transparent, accountable, and data-driven way of working across teams.

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



Jackie Lezar

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Oct 12, 2025

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6 Mins Read

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.

How SBV Scaled Operations in Just 6 Months

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

Hours Saved

Through workflow automation, integrations, and reduced manual processes-freeing teams for higher-value work.

User Adoption

Teams across Finance, HR, and Operations embraced monday.com as their daily workspace for improved visibility and ownership.

Automations

Automated reporting, updates, and task tracking boosted efficiency and reduced bottlenecks across departments.

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

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.

Download PDF

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



Jackie Lezar

}

Oct 12, 2025



6 Mins Read

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.

Delivery & execution

for Project Schedules, RAID Logs, and Document Management.



HR & Ops for onboarding

Training, and Performance Reviews.

How SBV Scaled Operations in Just 6 Months

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

Hours Saved

Through workflow automation, integrations, and reduced manual processes-freeing teams for higher-value work.

User Adoption

Teams across Finance, HR, and Operations embraced monday.com as their daily workspace for improved visibility and ownership.

Automations

Automated reporting, updates, and task tracking boosted efficiency and reduced bottlenecks across departments.

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.

Book Now

SBV Driving Visibility & Efficiency with monday.com

monday.com Case Study

SBV Driving Visibility & Efficiency with monday.com

Discover how SBV unified its teams and processes with monday.com, achieving real-time visibility and smarter, faster collaboration across departments.

Download PDF

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



Jackie Lezar

}

Oct 12, 2025



6 Mins Read

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

How SBV Scaled Operations in Just 6 Months

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

Hours Saved

Through workflow automation, integrations, and reduced manual processes-freeing teams for higher-value work.

User Adoption

Teams across Finance, HR, and Operations embraced monday.com as their daily workspace for improved visibility and ownership.

Automations

Automated reporting, updates, and task tracking boosted efficiency and reduced bottlenecks across departments.



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.

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