🩺 monday.com System Audit
Discovery Phase
Goal: Understand how the company is currently using monday.com
Methods: Interviews, screen shares, data exports.
Deliverable: Interview Notes + Workflow Maps
- Stakeholder Interviews (Leadership, Managers, Power Users)
- Workflow Walkthroughs (how boards, dashboards, and automations are used
- System Environment Review:
- Number of boards/dashboards
- Permissions and access controls
- Automations and integrations in use
- Custom fields, naming conventions, tags, and statuses
- Pain Point Collection: Capture “What’s working, what’s frustrating?”
Documentation Phase
Goal: Provide a clear record of the client’s current system state.
Deliverable: System Health Report – Current State
- Board Inventory (list of all boards + key purpose + owner)
- Automation Audit (list of all automations, complexity, redundancies)
- Integration Audit (connected apps, sync health, breakage points)
- Permissions & Security Review (login groups, access control risks)
- Reporting & Dashboards (clarity, accuracy, adoption)
- System Governance (naming standards, archiving practices, version control)
Improvement Proposals
Goal: Highlight areas where system efficiency and adoption could improve.
Deliverable: Proposed Improvements Summary
- Quick Wins (e.g., redundant automations, simple permission fixes)
- Scalability Gaps (where the system will break under growth)
- Process Alignment (where workflows do not match business goals)
- Adoption & Training Recommendations
- Integration Opportunities (e.g., Zapier, Slack, CRM)
Future Scope Summary
Since this does not include optimization/configuration, the Health Check closes with:
- Summary Scope Proposal (menu of next steps if client wants implementation)
- Tiered Roadmap (Phase 1: Cleanup, Phase 2: Governance, Phase 3: Scaling)
- Estimated Hours/Costs (clear upsell pathway into further consulting/optimization)
Deliverables to Client
📄 Executive Summary (non-technical, leadership-ready)
📊 System Health Scorecard (Red/Yellow/Green indicators)
🗂️ Full Documentation Packet (boards, automations, integrations, governance)
📑 Proposal & Roadmap for Next Steps
Pricing Model
1. Small Business (1–50 employees)
- Typical usage: 3–10 boards, light automations
- Price: $999
2. Growing Team (51–150 employees)
- Typical usage: 10–25 boards, 20+ automations, multiple dashboards
- Price: $1,999
3. Mid-Market (151–500 employees)
- Typical usage: 25–75 boards, 50–200 automations, 3–5 integrations
- Price: $3,499
4. Large Enterprise (501–1,000 employees)
- Typical usage: 75–150 boards, 200–500 automations, 5–10 integrations
- Price: $5,499
5. Global Enterprise (1,001+ employees)
- Typical usage: 150+ boards, 500+ automations, complex integrations
- Price: $7,999+ (fixed baseline, additional complexity adds to scope)
Complexity Add-Ons (applies at any tier)
- +$250 per additional 10 boards
- +$250 per additional 50 automations
- +$500 per additional integration (CRM, HRIS, ERP, etc.)
- +$500 for advanced governance assessment (policies, multi-workspace audits)