About Weygand
Weygand is a professional land surveying company established in 1953 and headquartered in the Birmingham, Alabama area. The company serves clients across Alabama, Georgia, Florida, Mississippi, and Tennessee, supporting residential, commercial, and development projects.
After the company was acquired, Weygand moved from a mostly paper-based process to a fully digital workflow using monday.com. What started as a quick shift to eliminate paper soon evolved into the company’s main operating system.
Today, Weygand completes more than 1,000 surveys per year. Their work spans boundary surveys, topographic surveys, construction staking, and advanced mapping services such as drone-based LiDAR and photogrammetry, all supported by an in-house drafting team that produces signed and sealed plats and deliverables.
From lead intake through final delivery, their process depends on structured workflows, accurate data, and clear visibility across every stage of a job.
The Challenges
Weygand had been using monday.com successfully for more than two years. But as the business grew, the system started to show signs of strain.
It became clear that Weygand’s monday.com setup needed to support stronger reporting, better scalability, and clearer operational visibility.
A fast-built system needed to mature
The original setup helped the team move quickly from paper-based processes into a digital workflow. Unfortunately, it was not built for long-term reporting. The team had done a fair job documenting work, but a poor job turning it into metrics.
With a new general manager focused on operational performance, the business needed more reliable data and clearer accountability.
One board carried too much operational weight
Over time, the company’s “All Jobs” board became the center of nearly everything, holding both active and historical jobs in one place. The team spent roughly 80% of their time working inside this board.
As annual job volume expanded to around 1,000 jobs per year, that setup raised concerns about:
- performance and scalability
- day-to-day usability
- long-term maintainability
Active and completed work lived in the same space
Because completed jobs stayed on the same board as active work, the board became harder to manage. The team needed a way to reduce clutter while still keeping access to historical records.
The data existed, but the insights did not
Weygand captured a significant amount of information, including sub-items for job components and pricing. But the team still lacked clear reporting on what was happening across the business.
They needed better visibility into:
- work in progress
- job costs and revenue
- workflow bottlenecks
- team accountability
Date tracking and automations lacked consistency
As the system evolved, the team added more date columns and automations. Not all of them worked consistently enough to support dependable reporting.
That made it harder to:
- track completion accurately
- automate archiving
- trust dashboard outputs
The Solution
Simpleday restructured Weygand’s monday.com system to support scale, improve clarity, and create a stronger foundation for reporting.
Separating active and completed work
The first priority was to take completed jobs off the main board and place them into a structured archive system. This shift allowed the primary board to focus only on active work.
Year-based completed job boards
To keep the setup consistent, the team created separate completed job boards for each year (2024, 2025, 2026) using the same structure as the main board. This made reporting and organization much easier.
Bulk cleanup of historical data
Using filters and bulk actions, the team sorted completed jobs into the correct yearly boards. This quickly reduced clutter and made the main board easier to manage.
Automation for ongoing archiving
To keep the system organized moving forward, automations were set to trigger when a job reaches completion:
- monday.com copies or moves it to the correct yearly board
- the team can then archive it from the main board
This keeps the system clean without requiring constant manual cleanup.
Creating views instead of additional boards
Rather than building separate boards for finance and post-completion workflows, the Simpleday team created filtered views within the same board. This gives each team access to the information relevant to their role without breaking apart the workflow.
Validating reporting across sub-items
Because Weygand relies heavily on sub-items for job components and pricing, it was important to confirm that dashboards and reporting could pull from both parent items and sub-items.
Workspace cleanup and simplification
The team also removed unused boards, deleted outdated dashboards, and reorganized unnecessary structures into clear folders. As a result, the workspace became easier to navigate and use.
The Impact: A More Scalable, Reporting-Ready monday.com System
By restructuring how active and completed jobs are managed inside monday.com, Weygand can now enjoy a cleaner operational system that better supports day-to-day execution, long-term reporting, and continued growth. The result is a setup that reduces clutter, improves visibility, and gives the team a stronger framework for managing more than 1,000 jobs per year.
Clear separation of active and completed work: Active jobs are now separated from completed work, making it easier for the team to focus on current priorities without the distraction of historical data.
A scalable structure for high job volume: Completed jobs are now organized by year, allowing the system to handle 1,000+ jobs annually without overloading the main board or impacting usability.
Improved visibility into work in progress: Leadership and team members can more easily see what is in progress, what is waiting on next steps, and where jobs may be getting stuck.
A stronger foundation for reporting and metrics: With cleaner structure and more consistent data, Weygand now has a system that supports accurate reporting across job progress, workload, and revenue.
More efficient workflows without added complexity: Filtered views allow different teams to focus only on the information relevant to their role, without creating additional boards or duplicating data.
Reduced administrative effort and system friction: Simplifying the structure and preparing for future integrations reduces manual work and minimizes duplicate data entry between systems.
By optimizing an already functional system, Weygand transformed monday.com into a more scalable operational platform that supports both execution and data-driven decision-making as the business continues to grow.
