From audit to workshops – expert guidance for monday.com

monday.com consulting and workshops for your teams. We teach practical habits and streamline the way the tool is used.

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Deviniti – your certified monday.com partner

600+ monday.com clients served,
300+ cross-industry implementations,
2000+ consulting sessions delivered

What our monday.com consulting and workshops include

Account audit and workspace optimization

We analyze how monday.com is used in your company to uncover the untapped potential of the tool.
We prepare recommendations for improvements — from cleaning up the structure and naming standards to implementing new features.

Process automation consulting

We analyze which steps are worth automating and highlight the simplest rules to implement.
We provide a change plan and teach your team how to create and maintain automations independently..

AI in monday.com

We assess where the use of AI makes sense (summaries, field completion, task suggestions)..
We define safe usage guidelines and train your team on how to use monday AI in daily work.

Standardizing sales in monday CRM

We define pipeline stages, required fields, and KPIs.
We build views for specific user permissions as well as reminders and task scenarios tailored to your industry.

Project management in monday.com

We create project templates, Gantt timelines, and request forms tailored to your company’s workflows.
We design dashboard patterns, workload planning, and project status reports with clear definitions.

Integrations with company systems

We map out systems, data, and information flow directions.
We advise on integration methods and prepare requirements for the technical team; we also train staff on how to test data exchanges.

Security and access policies

Security and access policies
We teach administrators how to safely assign and remove access rights.

Role-based training program

We create separate learning paths for users, managers, and system owners.
We practice on your real examples and provide short recordings and step-by-step instructions.

Additional training sessions

We run regular sessions on new monday.com features so your team can adopt them quickly in daily work.
We adapt the tool to organizational changes — from team growth to planning new processes.

Faster onboarding of new users
- We prepare ready-made role-based views, starter checklists, and short instructional videos.
- We run a workshop based on your real data and tasks so that you can start working in monday.com right away.
- We set reminders and initial tasks in the system so new team members know what to do each day.
Better adoption of new features
- We launch pilot changes in a test environment, allowing you to verify updates without risk.
- We provide step-by-step instructions and a communication plan for the team before enabling new features.
- We support leaders in assessing the impact of changes on roles, permissions, and reports to avoid surprises.
Greater team independence
- Role-specific training and resources equip your team to handle issues independently.
- We create a library of quick guides and solutions tailored to your setup.
- As a result, the team relies less on IT, easing the workload for admins.
Secure data sharing
- We design a role and permission model, including for external partners and vendors.
- We configure field visibility rules as well as file and board sharing policies.
- Sensitive data remains protected, while collaboration runs smoothly without risk of breaches.
Fewer data errors
- We add automations that prevent a stage from being closed without complete data.
- We define responsibility for data quality so errors are detected early.
- Data quality in the system improves, enhancing the reliability of reports and analyses.

How does our monday.com consulting and training service work?

1. Needs and environment analysis

We meet with your team to understand goals, challenges, and ways of working in monday.com.
We identify areas that require optimization or additional training.

2. Account audit

We review boards, fields, statuses, automations, and permissions. We prepare a list of fixes and suggestions for new solutions.
Before any modification, we make a backup of data and configuration to ensure the option of reverting to the original state.

3. Improvement plan

Together with your team, we map out processes, define stages, responsibilities, and required data at each step.
We tailor the training program to specific roles and participants’ skill levels.

4. Configuration and preparation of materials

We implement agreed changes in the environment and create board templates. Each new configuration is tested in a separate environment before being deployed to the main account.
We create checklists, user guides, and training resources.

5. Training and workshops

We develop training paths for administrators, managers, and users.
Each session follows the client’s processes, letting participants learn from their own practical examples.
We run workshops both online and on-site at your company.

6. Pilot and testing of changes

We verify how new processes work with a selected team.
We collect feedback and introduce improvements before full implementation.

7. Rollout and post-training support

We expand changes to all teams and provide video materials and checklists.
We answer questions and support users during the first weeks.

8. Review and further development

After a set period, we evaluate the impact on team performance. We establish a schedule for quarterly reviews and regular follow-up training programs.
We propose the next steps for enhancing the environment and training program.