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.
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.