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.

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

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Jackie Lezar

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Oct 12, 2025

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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.

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Centralized Workspaces

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

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Integrated Risk Management

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

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Streamlined Document Access

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

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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.

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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.

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“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.

Streamline Your Operations Today

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