A day in the life of a monday.com Business Consultant

Meghan: I'm a Senior Business Consultant at Adaptavist, specialising in monday.com services. Our team focuses on delivering custom implementations, both within the monday.com platform and as part of an integrated tech stack or ecosystem. We work with clients ranging from small businesses to large enterprises.

Meghan: I have a background in information architecture, and after some time in tech consulting, I gravitated towards business consulting because it involves understanding how businesses operate, the kinds of decisions leaders need to make, and how the technology they use can support (or inhibit) those decisions.

Working with monday.com is exciting because it's highly customisable, which means we have the opportunity to take a truly process-first approach to implementation.

Meghan: My days are largely self-led. Some days, I have back-to-back client meetings, while others are more focused on deliverables. There's a lot of task management involved, and structuring my day is crucial to balancing internal and client work. Sometimes, I'll think my day is set, and then one email from a client comes in asking, 'What if…?' and my brain just starts whirring.

Meghan: Since I work from home, I technically don't have a commute, but it’s helpful to retain that ritual. So my dog walk acts as my 'commute'. It helps me mentally transition into work mode. I also block time in my calendar for deep work and avoid constantly checking Slack and email so I can focus.

Meghan: I start by building rapport. So much of our work is going to be process and technology-focused. I want to make sure that we establish and then maintain a human connection. Then, my priority is to understand their high-level goals and pain points, separate from any technology-led habits. I dig into the specifics by asking 'why?' to get to the root of the issue. Sometimes a client will simply tell you what they need. That's good, but uncovering why they think they need it always yields the better approach.

Meghan: Cross-function or cross-team visibility is a huge one, and you might be surprised but it's not just enterprise that suffers from this.

Even for small organisations, effective collaboration and handovers are tough. Simply having the 'right tech' doesn't solve it. For example, I see a lot of organisations attempt to solve the visibility issue simply by having notifications trigger on anything and everything. You know what happens when you're notified about everything? You pay attention to none of it.

monday.com allows you to 'bubble-up' or put into high-relief critical information in a lot of creative ways. Taking advantage of that enables you to reserve notifications for those truly fit-for-purpose use cases.

Collaboration in monday.com is also extremely easy to centralise and fold in with other tools like Slack. You're not looking for this or that update among a dozen possible tools.

One other theme I'll mention is effective reporting—especially reporting that rolls up to higher levels from the more granular task tracking. Often, the reporting leadership gets, or even requests, is just a lot of pasta-throwing. This comes back to starting the conversation with business needs and the decision-making that impacts those needs. If you're starting in the software, you won't get this part right.

Meghan: Definitely. Our build process is always iterative, and showing clients an MVP or iteration can help them further identify requirements that they couldn't see or think about before. Also, the collaboration in iterative building gives the client a sense of ownership. We want them to see themselves as participants from the very beginning, not just recipients.

Meghan: It's huge, especially with larger clients. Implementing monday.com is one thing, but ensuring it's adopted successfully is another. We work closely with clients to guide them through the onboarding process and help them manage change across teams.

Meghan: Often, working with a partner like us is enough to get decentralised teams all on a call together, when in the regular day-to-day these folks are working pretty indpendently—even if their work overlaps or impacts each other. I love scheduling discovery sessions with representatives from a cross-section of departments.

You gain a more holistic understanding of processes and outputs, and the participants naturally start to bounce off each other. You get critical details you never would otherwise. From a longer-term standpoint, we also encourage clients to get as many teams on monday.com as possible. The more teams on the platform, the more efficient the collaboration becomes.

Meghan: I always aim to ensure that clients are getting the most out of their tier. Whether that's suggesting a useful feature they're not using or proposing a workflow that maximises the platform, we make sure they get value for their investment.

Meghan: Automations and integrations are key. Clients want to eliminate context-switching and automate repetitive tasks. Integrating monday.com with tools like Slack or Salesforce is becoming more of a baseline expectation.

Meghan: Interestingly, we haven't seen much demand for AI yet. While monday.com has some AI features, most clients are still focused on automations and integrations rather than exploring AI for workflow management. But I expect that to change soon.

Many of our clients are new to monday.com–they're migrating over from other legacy systems, so they're still getting their feet wet. We help them see the power of the platform in phases. I expect many of these teams will be back, wanting to know how to start folding AI into what we've built.

Meghan: We offer a one-stop solution. Clients not only sort licensing through us, but also tap into our expertise to make the most out of it. From a consulting perspective, we ensure that their investment in the platform is fully optimised.

Meghan: Don't overlook the change management aspect. Implementing monday.com is only the first step. You need a solid plan for onboarding and adoption, and having an executive sponsor to champion the project is crucial for long-term success.

Elevate was incredible. The energy was massive. I've been to similar conferences before, and you're doing everything you can to attract people to the booth. But visitors at Elevate came hungry and curious, and I think that reveals just how much people realise what monday.com has the power to do for them.

On a personal note, it was really fascinating to meet and talk with people representing so many different industries and jobs. I met with a person heading a small company turning coconuts into viable soil, and then a short time later chatted with folks from one of the largest players in the healthcare industry. My brain was tickled at every turn.

monday.com is also a consummate host, and they really know how to turn it up. Elevate set the bar for sure.

Meghan: They can learn more and speak to one of our experts at: www.adaptavist.com/business-technology/monday.