Advanced Scoping for monday.com
- Pro or enterprise monday.com account
Your Advanced Scoping Package
Jumpstart your monday.com journey with an Advanced Scoping Package to scope out every detail of your future workflow.
Workflow Visualization
We'll craft a visual workflow diagram to understand your interconnected processes
Understand Timelines
With a scope in hand, we'll be aligned on the timelines for our future project
Ready to Kickoff
Spending the time upfront means we'll be prepared to jump right into the work
What’s Included
Kickoff
We'll discuss your needs and technical background and review your software stack and transition plans.
Preparation
We'll gather resources and review any documents or systems you've provided.
Discovery
We'll conduct several deep dive sessions to understand your business operations and workflows.
Workflow Mapping
We'll map out your workflows in Figjam diagrams and document components on monday.com
Scope Creation
We'll create a comprehensive scope of work that defines specific needs, objectives, and timelines
Scope Review
We'll review the scope of work together, discussing next steps to start the project.
The Journey
Kickoff Meeting
Introduction to monday.com
- Meet and greet, share technical backgrounds
- Discuss software stack and reason for monday.com move
- Review transition preparations and access documents
- Outline roadmap, align on deliverables and objectives
- Emphasize tailored approach to meet your needs
- Schedule next call within 3 days for "Deep Dive"
Discovery Meetings
- 4 repeated meetings
Consultation Calls
- Deep dive into processes and workflows
- Segment calls by business operations
- Live walkthroughs of current processes
- Collaborate on Figma wireframe layouts
Offline Between Calls
- Update Figma workflow diagrams
- Document components in a monday.com board
- Organize and convert notes into workflow idea
Offline Between Calls
Available via email
- Prepare and gather necessary resources
- Review provided documents and systems (if access given)
Offline Internal Scope Transfer
Available via email
- SE and Scope Writer meet to transfer project details
- Scope Writer reviews SE materials
- Create and document detailed scope of work
- Review proposal with Scope Writer and Sales Rep
Scope Review
Scope review meeting
- SE, Scope Writer, Sales Rep, and you review scope
- Discuss scope and next steps to start project
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful process mapping and advanced scope creation.
- Proof-of-concept demonstrations with client
- Live sessions to discuss needs, collaborate on tasks
- Assistance developing process-oriented documentation
- Collaborative workflow diagraming with Figjam
- Breakdown of processes into clearly defined components
- Project scoping board to clearly organize the defined components
- Estimation of time required for each component
- R&D of custom integrations to understand what's possible with API
- End result: A comprehensive SOW ready to kickoff
- Dedicated Solutions Architect
- 30-day scoping phase
monday.com account purchased separately
CarbonWeb offers packages for all your workflow needs
We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.
