monday.com Implementation, Consultation & Automation Services

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Expert monday.com Consultation

Get strategic guidance from our certified monday.com consultants. Our monday.com consulting services are designed for teams who want expert advice, best practices recommendations, and actionable insights to optimize their workflows.

What You Get:

Direct access to certified monday.com specialists
Tailored workflow consulting recommendations for your specific processes
Strategic guidance on platform optimization and setup
Feature discovery sessions – we help you uncover monday.com capabilities you didn’t know existed
Clear, actionable recommendations you can implement immediately

Why Feature Discovery Matters: We hear it all the time: “I don’t know what I don’t know.” monday.com is packed with powerful features that can transform your workflows, but many teams only scratch the surface. Our consultants help you see the possibilities and identify untapped potential within your current setup.

Perfect For: Teams who prefer to handle monday.com implementation internally but want expert consultant guidance to ensure they’re following best practices, discovering new capabilities, and maximizing their investment.

monday.com Audit

Our Audit service helps you find gaps, inefficiencies, and areas for improvement in your monday.com setup. We focus on making your workflows more efficient, so your team can work smarter.

What We Do:

Identify structural issues and areas for optimization
Review workflows, automations, and dashboards
Provide clear, practical recommendations tailored to your business

Let’s Improve Your monday.com Setup

Custom monday.com Implementation & Workflow Automation

Transform your business processes with professional monday.com implementation services that include intelligent workflow automation built specifically for your team’s needs. Our implementation specialists take you from concept to completion, creating a fully optimized setup with automated workflows that eliminate manual tasks and keep your projects moving forward seamlessly.

What’s Included:

Complete monday.com workspace configuration
Custom board setup tailored to your business processes
Set up of automations to eliminate manual tasks and streamline workflows
Creation of real-time dashboards for insights
Team onboarding and initial training
Documentation and process guides

Perfect For: Organizations ready to fully commit to monday.com and want a professional, properly built monday.com setup that includes powerful workflow automation to streamline operations from day one.

monday.com Training & Education

Master monday.com with comprehensive training designed for teams at every skill level. Whether you prefer live monday.com training or self-paced learning, we have options to fit your schedule and learning style.

Live Team Training:

Customized monday.com training sessions tailored to your specific workflows
Hands-on practice with your actual boards and processes
Real-time Q&A with certified monday.com experts

Self-Paced Learning: Take your monday.com skills to the next level with our comprehensive Mastering monday.com Course. This 7-module program covers everything from basic monday.com setup to advanced automation, with practical exercises and real-world applications.

Perfect For: Teams who want to maximize their monday.com investment through proper training and skill development.

monday.com Integrations & Automations

Connect monday.com with your existing tools to create a unified workspace that eliminates data silos and manual data entry. We specialize in building powerful monday.com integrations using Make.com and Zapier to streamline your entire tech stack.

Popular monday.com Integrations We Build:

Communication: Slack, Microsoft Teams, Zoom
Email & Calendar: Gmail, Outlook, Google Calendar
CRM & Sales: HubSpot, Stripe
File Storage: Google Drive, Dropbox
Marketing: Mailchimp

Why monday.com Integrations Matter:

Eliminate manual data entry between platforms
Ensure data consistency across all your business tools
Create automated workflows that span multiple applications
Save hours of administrative work each week
Reduce errors from manual data transfer

Our Integration Process: We use industry-leading platforms like Make.com and Zapier to build robust, reliable connections between monday.com and your essential business tools. These integrations run automatically in the background, keeping your data synchronized and your workflows flowing smoothly.

Perfect For: Organizations using multiple software tools who want to create seamless, automated workflows between monday.com and their existing tech stack.

monday.com Training & Education

Live Team Training: Learn directly from Tara Horn, certified monday.com expert, who has helped over 300 companies optimize their workflows. Our training program is designed to take you from beginner to expert through a step-by-step approach that actually works.

What Makes Our Training Different:

Learn from a real expert – Tara has years of hands-on experience helping companies succeed with monday.com
Step-by-step learning – we don’t just throw information at you; we build your skills one piece at a time
Interactive quizzes to make sure you understand each concept before moving on
Homework assignments so you practice what you learn with real examples
Real-time expert support – get your questions answered by an expert during live sessions
Community – learn alongside other professionals and share experiences
Support – ongoing help when you need it, even after training ends
Mix of live and recorded sessions – get the best of both worlds

The result? Your team doesn’t just learn how to click buttons – they become confident monday.com users who can build and optimize workflows on their own.

Click here to learn more about the course.

Perfect For: Teams who want to maximize their monday.com investment through structured, expert-led training that builds real competency and confidence.

Ongoing monday.com Support Services

Keep your monday.com implementation running smoothly with dedicated support services that ensure your workflows continue to deliver maximum value. Our comprehensive monday.com support packages provide assistance to maintain and optimize your setup.

What’s Included:

Direct access to our expert monday.com support team via email and Zoom
On-demand consultations with your dedicated project manager
Expert guidance for workflow optimization and new feature implementation
Make.com / Zapier scenario monitoring and proactive error management
Regular system health checks and performance optimization
Priority support with guaranteed response times

Perfect For: Organizations who want peace of mind knowing their monday.com setup is continuously monitored and optimized by experts, with flexible support options to match your team’s needs.

Our Process

The key to our process is collaboration and keeping it simple. Setting up and optimizing a workflow is a joint effort, so we need your input! While we take the time to learn the ins and outs of your company, we still need your input as you are the one using the workflow every day. We also strive to create a powerful yet simple workflow so you will actually use it on a daily basis.

1. Project & Workflow Discovery

This is chance to get to know each other and discuss goals and expectations. We start with one workflow and discuss it in depth. We map out an implementation approach and roadmap of our implementation plan.

2. Implementation & Build

Your monday.com boards are built out and there will be ongoing sessions and discussions to review the process, automation and setup. We spend the time to figure out how the process can be automated to save you time.

3. Analysis & Revisions

In addition to reviewing the boards together, we want you to take the time to test out the workflow. There will probably be a number of edits once you realize what is and what is not working for you.

4. Onboarding & Training

An in-depth training and onboarding session will show you how to use the workflow on a daily basis and become a Monday.com pro. Our goal is for you to take ownership of the process.

Businesses can benefit from a variety of services from monday.com implementation specialists like Simpleday, including customization, integration, troubleshooting, and continuing support. You can maximize the advantages of monday.com and raise your general productivity and effectiveness by working with an expert.

Working with a specialist can also help you make the most of the platform’s benefits, increase productivity, and ultimately save time and money.

monday.com Implementation, Consultation & Automation Services

Expert monday.com Consultation

monday.com Audit

Custom monday.com Implementation & Workflow Automation

monday.com Training & Education

monday.com Integrations & Automations

monday.com Training & Education

Ongoing monday.com Support Services

Our Process

1. Project & Workflow Discovery

2. Implementation & Build

3. Analysis & Revisions

4. Onboarding & Training

2 Hours FREE