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.

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.