SBV Transforming HR with monday.com

From manual tracking to smart automation — SBV’s HR team now works faster, smarter, and more connected with monday.com.

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
6 Mins Read

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.”

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.

“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.